Form D · Other Investment Fund
Irving Investors Privates OSC XXXV, LLC
Greenwood Village, CO · CIK 0001875426
Offering snapshot reported Nov 8, 2021 · SEC filing
- Reported sold
- $7.65M Offering amount: $7.65M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $22.2K Reported outside-investor minimum
- First sale
- Jul 13, 2021 As reported in this filing
Fundraising history
Reported soldDates 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$7,503,613 → $7,653,685
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 8, 2021 | Amendment | $7,653,685 | $150,072vs Aug 9, 2021 | 2 | SEC filing |
| Aug 9, 2021 | Initial | $7,503,613 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- 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
- 021-409239
Source: Form D, filed Nov 8, 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
IRVING INVESTORS PRIVATES OSC XXXV
Investment adviser: OAK STREET INVESTMENT ADVISORS, LLC
- Gross asset value
- $7.45M
- Beneficial owners
- 2
- 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
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 805-3610393118
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 |
|---|---|
| Jeremy Abelson | Promoter |
| Jacob Milder | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Greenwood Village, CO, 80111