Form D · Hedge Fund

First Oak Acorn Institutional Fund, L.P.

San Francisco, CA · CIK 0001521127

Offering snapshot reported May 22, 2013 · SEC filing

Reported sold
$11.2M
Indefinite offering
Investors reported
6
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Apr 1, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.58M$11.2MMay 18, 2011: $9,810,000.00May 18, 2011May 21, 2012: $10,363,000.00May 21, 2012May 22, 2013: $11,163,000.00May 22, 2013

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$10,363,000 → $11,163,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 22, 2013Amendment$11,163,000$800,000vs May 21, 20126SEC filing
May 21, 2012Amendment$10,363,000$553,000vs May 18, 20116SEC filing
May 18, 2011Initial$9,810,000No comparison6SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-159997

Source: Form D, filed May 22, 2013. 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
Scott Dennis Devinsky Executive
N/A First Oak Capital Management Llc Promoter
Jonathan Stephen Kahn Executive
Kathlyne Kiaie Executive
Ashish Yogesh Shah Executive
Joshua Wyss Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
First Oak Capital Management Llc 600 Montgomery Street, 11th Floor
San Francisco, CA, 94111