Form D · Other Investment Fund
Banner Oak BOV UK, LP
Dallas, TX · CIK 0001858674
Offering snapshot reported Apr 22, 2021 · SEC filing
- Reported sold
- $50M Offering amount: $50M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 12, 2021 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 22, 2021 | Initial | $50,000,000 | 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
- 021-396857
Source: Form D, filed Apr 22, 2021. 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 UK, LP
Investment adviser: BANNER OAK CAPITAL PARTNERS, LP
- Gross asset value
- $153K
- Beneficial owners
- 2
- ADV minimum commitment
- $0
Reported in Form ADV on Jan 13, 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
DELOITTE & TOUCHE LLP
PCAOB 34
Filing source
Form ADV 1924897 · Jan 13, 2025 · Schedule D 7.B.(1), fund 805-4914659685
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 |
|---|---|
| Llc Banner Oak Bov Uk Gp, | Director |
| Llc Banner Oak Capital Gp, | 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