Form D · Other Investment Fund

Irving Investors OSC Secondaries Fund, LLC

Greenwood Village, CO · CIK 0001989243

Offering snapshot reported Aug 8, 2023 · SEC filing

Reported sold
$40M
Offering amount: $40M
Investors reported
99
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jul 26, 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
Aug 8, 2023Initial$40,000,000No comparison99SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-489091

Source: Form D, filed Aug 8, 2023. 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

IRVING INVESTORS OSC SECONDARIES FUND, LLC

Investment adviser: OAK STREET INVESTMENT ADVISORS, LLC

Gross asset value
$40M
Beneficial owners
99
ADV minimum commitment
$40K

Reported in Form ADV on Sep 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB KANSAS CITY, Kansas, United States Investor statements: Yes (provided to 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 2135009 · Sep 25, 2026 · Schedule D 7.B.(1), fund 805-7990302138

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
Jeremy Abelson Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5500 Greenwood Plaza Blvd 130
Greenwood Village, CO, 80111