Form D · Other Investment Fund

Irving Investors Privates OSC XXXVIII, LLC

Greenwood Village, CO · CIK 0001881604

Offering snapshot reported Nov 8, 2021 · SEC filing

Reported sold
$5.34M
Offering amount: $5.34M
Investors reported
2
Form D · investor count
Minimum accepted
$242K
Reported outside-investor minimum
First sale
Aug 30, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.67M$5.34MSep 3, 2021: $5,342,000.00Sep 3, 2021Nov 8, 2021: $5,342,668.00Nov 8, 2021

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$5,342,000 → $5,342,668
  • Minimum accepted$240,000 → $242,200

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 8, 2021Amendment$5,342,668$668vs Sep 3, 20212SEC filing
Sep 3, 2021Initial$5,342,000No comparison2SEC 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
021-412360

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 XXXVIII

Investment adviser: OAK STREET INVESTMENT ADVISORS, LLC

Gross asset value
$5.24M
Beneficial owners
2
ADV minimum commitment
$242K

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 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 2135009 · Sep 25, 2026 · Schedule D 7.B.(1), fund 805-6869914774

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
Abelson Jeremy Promoter
Jacob Milder Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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