Form D · Investing

Circle Oak Acquisitions Fund I, LP

Olean, NY · CIK 0001978688

Offering snapshot reported May 29, 2026 · SEC filing

Reported sold
$12.3M
Offering amount: $50M
Investors reported
47
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 1, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 29, 2026Initial$12,294,550No comparison47SEC filing
Jan 2, 2024Amendment$1,400,000No comparison4SEC filing
Jun 23, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-585630

Source: Form D, filed May 29, 2026. 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

CIRCLE OAK ACQUISITIONS FUND I, LP

Investment adviser: CORNELL CAPITAL HOLDINGS LLC

Gross asset value
$1.4M
Beneficial owners
4
ADV minimum commitment
$100K

Reported in Form ADV on Sep 12, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1901205 · Sep 12, 2024 · Schedule D 7.B.(1), fund 805-7974519491

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
Dana Cornell Executive
N/A Cornell Capital Holdings Llc Director
Kyle Malien Executive
Chris Nero Executive

Issuer details

Industry: Investing (See others in industry)

Address:
125 South Union Street
Olean, NY, 14760