Form D · Other Investment Fund

Angel Oak Real Estate Investment Fund II-C LLC

Atlanta, GA · CIK 0001793110

Offering snapshot reported Nov 10, 2020 · SEC filing

Reported sold: $154M
Investors reported: 11
Minimum accepted: $1M
First sale: Nov 1, 2019

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors10 → 11

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 10, 2020	Amendment	$154,000,000	$0vs Nov 13, 2019	11	SEC filing
Nov 13, 2019	Amendment	$154,000,000	$0vs Nov 12, 2019	10	SEC filing
Nov 12, 2019	Initial	$154,000,000	No comparison	10	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-353185

Source: Form D, filed Nov 10, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ANGEL OAK REAL ESTATE INVESTMENT FUND II-C LLC

Investment adviser: ANGEL OAK CAPITAL ADVISORS, LLC

Gross asset value: $40.6M
Beneficial owners: 10
ADV minimum commitment: $1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian FIRST HORIZON BANK MEMPHIS, Tennessee, United States Related to adviser: No

Custodian U.S. BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

FIRST HORIZON BANK
LEI COOWI3L2W9TPYR3WJX37

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Filing source

Form ADV 2077983 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3457088815

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Dory Black	Executive
Michael Fierman	Executive
Sreeniwas Prabhu	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3344 Peachtree Road Ne Suite 1725
Atlanta, GA, 30326