Form D · Other Investment Fund
Banner Oak BOV, LP
Dallas, TX · CIK 0001774794
Offering snapshot reported Apr 25, 2019 · SEC filing
- Reported sold
- $149M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 5, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 25, 2019 | Initial | $148,500,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-338164
Source: Form D, filed Apr 25, 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
BANNER OAK BOV, LP
Investment adviser: BANNER OAK CAPITAL PARTNERS, LP
- Gross asset value
- $25.7K
- Beneficial owners
- 2
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 27, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG LLP
PCAOB 185
Filing source
Form ADV 1949461 · Mar 27, 2025 · Schedule D 7.B.(1), fund 805-5440942072
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 |
|---|---|
| N/A Banner Oak Bov Gp, Llc | Director |
| Patricia L Gibson | Executive |
| Aaron F Murff | Executive |
| Colin R Neblett | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75225