Form D · Commercial
Capital Oaks Investor LLC
Petaluma, CA · CIK 0001883121
Offering snapshot reported Jan 11, 2024 · SEC filing
- Reported sold
- $3.56M Offering amount: $3.56M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Dec 29, 2023 As reported in this filing
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 |
|---|---|---|---|---|---|
| Jan 11, 2024 | Initial | $3,555,000 | No comparison | 18 | SEC filing |
| Sep 29, 2021 | Initial | $2,430,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-502125
Source: Form D, filed Jan 11, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Matthew Thomas White | Executive |
| William Charles White | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
1383 North Mcdowell Boulevard, Suite 220
Petaluma, CA, 94954
Petaluma, CA, 94954