Form D · Other Investment Fund

IIP OSC XXIX, A SERIES OF IRVING INVESTORS PRIVATES OSC, LLC

Salt Lake City, UT · CIK 0001849102

Offering snapshot reported Mar 31, 2021 · SEC filing

Reported sold
$4.07M
Offering amount: $4.07M
Investors reported
60
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Mar 23, 2021
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
Mar 31, 2021Initial$4,070,017No comparison60SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-394099

Source: Form D, filed Mar 31, 2021. 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

IIP OSC XXIX, A SERIES OF IRVING INVESTORS PRIVATES OSC, LLC

Investment adviser: OAK STREET INVESTMENT ADVISORS, LLC

Gross asset value
$4M
Beneficial owners
65
ADV minimum commitment
$20K

Reported in Form ADV on Oct 25, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HIGHLANDS CPA, LLC DENVER, Colorado, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor SUMMIT LLC DENVER, Colorado, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

SUMMIT LLC
PCAOB 5251

Filing source

Form ADV 1906501 · Oct 25, 2024 · Schedule D 7.B.(1), fund 805-5138559662

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
Llc Assure Fund Management Ii Director
Jeremy Neilson Executive
Richard Thoms Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6510 S Millrock Drive Suite 400
Salt Lake City, UT, 84121