Form D · Other Investment Fund

Angel Oak Real Estate Investment Fund II, LP

Atlanta, GA · CIK 0001752266

Offering snapshot reported Oct 2, 2019 · SEC filing

Reported sold: $109M
Investors reported: 17
Minimum accepted: $1M
First sale: Sep 7, 2018

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 sold$96,390,000 → $108,930,000
Reported investors11 → 17

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 2, 2019	Amendment	$108,930,000	$12,540,000vs Oct 3, 2018	17	SEC filing
Oct 3, 2018	Amendment	$96,390,000	$2,000,000vs Sep 7, 2018	11	SEC filing
Sep 7, 2018	Initial	$94,390,000	No comparison	9	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: 021-320868

Source: Form D, filed Oct 2, 2019. 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, LP

Investment adviser: ANGEL OAK CAPITAL ADVISORS, LLC

Gross asset value: $142M
Beneficial owners: 26
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 TRIDENT FUND SERVICES ATLANTA, Georgia, 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 805-7863819220

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Angel Oak Real Estate Investment Fund I, LP	Jul 12, 2017	$207,202,267	55
Angel Oak Real Estate Investment Fund II, LP (this fund)	Oct 2, 2019	$108,930,000	17
Angel Oak Real Estate Investment Fund III, LP	Sep 19, 2023	$307,717,500	21

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
Dan Fazioli	Executive
Howard Feinsand	Director
Michael Fierman	Executive
Brandon Filson	Executive
Lawrence Hirsh	Director
Christine Jurinich	Director
Greg Kennedy	Director
Sreeni Prabhu	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3344 Peachtree Road Ne Suite 1725
Atlanta, GA, 30326