Form D · Investing

Live Oak Endeavors LLC

Charleston, SC · CIK 0001640272

Offering snapshot reported Apr 27, 2015 · SEC filing

Reported sold
$460K
Offering amount: $30M
Investors reported
3
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Apr 15, 2015
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
Apr 27, 2015Initial$460,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-238676

Source: Form D, filed Apr 27, 2015. 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

LIVE OAK ENDEAVORS LLC

Investment adviser: WARREN CAPITAL MANAGEMENT, INC.

Gross asset value
$7.77M
Beneficial owners
40
ADV minimum commitment
$25K

Reported in Form ADV on Mar 31, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian MIDLAND TRUST CUSTODY SERVICES FT. MYERS, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MIDLAND TRUST CUSTODY SERVICES
LEI 47-5560347

Filing source

Form ADV 1708364 · Mar 31, 2023 · Schedule D 7.B.(1), fund 805-8227802755

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
Joseph Warren Executive

Issuer details

Industry: Investing (See others in industry)

Address:
255 St. Phillip Street
Charleston, SC, 29403