Form D · Hedge Fund

Black Oak Capital, LLC

Darien, CT · CIK 0001316024

Offering snapshot reported Jan 6, 2017 · SEC filing

Reported sold
$132M
Indefinite offering
Investors reported
62
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 23, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$66M$132MJan 28, 2005Jan 29, 2010: $86,707,800.00Jan 28, 2011: $87,557,800.00Jan 27, 2012: $87,557,800.00Jan 25, 2013: $88,057,800.00Jan 15, 2014: $88,057,800.00Jan 6, 2015: $88,057,800.00Jan 6, 2016: $88,057,800.00Jan 6, 2017: $132,000,000.00Jan 6, 2017

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$88,057,800 → $132,000,000
  • Minimum accepted$100,000 → $0

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 6, 2017Amendment$132,000,000$43,942,200vs Jan 6, 201662SEC filing
Jan 6, 2016Amendment$88,057,800$0vs Jan 6, 201562SEC filing
Jan 6, 2015Amendment$88,057,800$0vs Jan 15, 201462SEC filing
Jan 15, 2014Amendment$88,057,800$0vs Jan 25, 201362SEC filing
Jan 25, 2013Amendment$88,057,800$500,000vs Jan 27, 201262SEC filing
Jan 27, 2012Amendment$87,557,800$0vs Jan 28, 201161SEC filing
Jan 28, 2011Amendment$87,557,800$850,000vs Jan 29, 201061SEC filing
Jan 29, 2010Amendment$86,707,800No comparison59SEC filing
Jan 28, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$10K (estimated)
Form D file number
021-73576

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
BUTLER CAPITAL PARTNERS114242

Source: Form D, filed Jan 6, 2017. 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

BLACK OAK CAPITAL, LLC

Investment adviser: BLACK OAK CAPITAL MANAGEMENT, LLC

Gross asset value
$149M
Beneficial owners
60
ADV minimum commitment
$5M

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BERKOWER LLC WAYNE, New Jersey, United States
Custodian PNC BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Marketer BUTLER CAPITAL PARTNERS NEW YORK, New York, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC STAMFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BERKOWER LLC
PCAOB 217

BUTLER CAPITAL PARTNERS
CRD 114242 · SEC 8-53413

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 2081351 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-1753120647

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
NameReported role
Black Oak Capital Management, Llc Executive, Promoter
Thomas Jens Executive
Chad Kopp Executive
Shuka Capital, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
30 Old King's Highway South 2 Nd Floor
Darien, CT, 06820