Form D · Private Equity Fund
GTCR Oak Fund LP
Chicago, IL · CIK 0002093553
Offering snapshot reported Dec 4, 2025 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Dec 4, 2025 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-565808
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| EVERCORE GROUP L.L.C. | 42405 |
Source: Form D, filed Dec 4, 2025. 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
GTCR OAK FUND LP
Investment adviser: GTCR LLC
- Gross asset value
- $1.4B
- Beneficial owners
- 97
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
BANK OF AMERICA, N.A.
LEI 9DJT3UXIJIZJI4WXO774
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81
Filing source
Form ADV 2072829 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7631180113
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.
| Name | Reported role |
|---|---|
| Mark M. Anderson | Executive, Promoter |
| Aaron D. Cohen | Executive, Promoter |
| Sean L. Cunningham | Executive, Promoter |
| David A. Donnini | Executive, Promoter |
| Constantine S. Mihas | Executive, Promoter |
| Collin E. Roche | Executive, Promoter |
| Anna May L. Trala | Executive, Promoter |
| Jeffrey S. Wright | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60654