Form D · Other Investment Fund

COI Partners, LLC

Lajolla, CA · CIK 0001812017

Offering snapshot reported Apr 22, 2026 · SEC filing

Reported sold
$3.25M
Indefinite offering
Investors reported
15
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jul 1, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.63M$3.25MJul 27, 2021: $1,575,000.00Jul 27, 2021Jun 29, 2022: $1,700,000.00Jun 29, 2022May 15, 2023: $2,700,000.00May 15, 2023May 7, 2024: $3,000,000.00May 7, 2024May 5, 2025: $3,250,000.00May 5, 2025Apr 22, 2026: $3,250,000.00Apr 22, 2026

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 22, 2026Amendment$3,250,000$0vs May 5, 202515SEC filing
May 5, 2025Amendment$3,250,000$250,000vs May 7, 202415SEC filing
May 7, 2024Amendment$3,000,000$300,000vs May 15, 202314SEC filing
May 15, 2023Amendment$2,700,000$1,000,000vs Jun 29, 202213SEC filing
Jun 29, 2022Amendment$1,700,000$125,000vs Jul 27, 202111SEC filing
Jul 27, 2021Amendment$1,575,000No comparisonNot reportedSEC filing
Jul 9, 2020Initial$775,000No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-370637

Source: Form D, filed Apr 22, 2026. 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.

People and organizations reported in Form D filings
NameReported role
N/A Cascade Oak Investments, Llc Promoter
Jacqueline Garza Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1130 Wall Street #538
Lajolla, CA, 92037