Form D · Hedge Fund
Angel Oak Strategic Mortgage Income Fund, LP
Atlanta, GA · CIK 0001532097
Offering snapshot reported Jun 26, 2025 · SEC filing
- Reported sold
- $337M Indefinite offering
- Investors reported
- 309 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Oct 20, 2011 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 26, 2025 | Amendment | $336,668,242 | $0vs Jun 28, 2024 | 309 | SEC filing |
| Jun 28, 2024 | Amendment | $336,668,242 | $0vs Jun 30, 2023 | 309 | SEC filing |
| Jun 30, 2023 | Amendment | $336,668,242 | $350,000vs Jul 1, 2022 | 309 | SEC filing |
| Jul 1, 2022 | Amendment | $336,318,242 | $4,750,000vs Jul 13, 2021 | 309 | SEC filing |
| Jul 13, 2021 | Amendment | $331,568,242 | No comparison | Not reported | SEC filing |
| Jul 14, 2020 | Amendment | $314,568,242 | $4,425,000vs Jul 22, 2019 | 303 | SEC filing |
| Jul 22, 2019 | Amendment | $310,143,242 | $0vs May 8, 2019 | 294 | SEC filing |
| May 8, 2019 | Amendment | $310,143,242 | $750,000vs May 8, 2018 | 294 | SEC filing |
| May 8, 2018 | Amendment | $309,393,242 | $61,893,532vs May 8, 2017 | 292 | SEC filing |
| May 8, 2017 | Amendment | $247,499,710 | $1,682,000vs Apr 9, 2015 | 218 | SEC filing |
| May 6, 2016 | Amendment | $276,644,269 | $30,826,559vs Apr 9, 2015 | 257 | SEC filing |
| Apr 9, 2015 | Amendment | $245,817,710 | $141,887,835vs Apr 9, 2014 | 212 | SEC filing |
| Apr 9, 2014 | Amendment | $103,929,875 | $0vs Dec 17, 2013 | 127 | SEC filing |
| Dec 17, 2013 | Amendment | $103,929,875 | $103,729,875vs Nov 4, 2011 | 127 | SEC filing |
| Dec 17, 2012 | Amendment | $43,086,940 | $42,886,940vs Nov 4, 2011 | 53 | SEC filing |
| Nov 4, 2011 | Initial | $200,000 | No comparison | 1 | 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
- 021-168262
Source: Form D, filed Jun 26, 2025. 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 STRATEGIC MORTGAGE INCOME FUND, LP
Investment adviser: ANGEL OAK CAPITAL ADVISORS, LLC
- Gross asset value
- $388M
- Beneficial owners
- 129
- ADV minimum commitment
- $500K
Reported in Form ADV on Feb 27, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
J.P. MORGAN CLEARING CORP.
SEC 8-43724
J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724
Filing source
Form ADV 882740 · Feb 27, 2015 · Schedule D 7.B.(1), fund 805-4469283936
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.
| Name | Reported role |
|---|---|
| Capital Partners, Llc Angel Oak | Executive |
| Angel Oak Capital Partners, Llc Angel Oak Capital Partners, Llc | Executive |
| Dory Black | Director |
| Michael A. Fierman | Executive |
| Brad Friedlander | Executive |
| Sreeni Prabhu | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Atlanta, GA, 30326