Form D · Other Real Estate
LIVE OAK INVESTMENT, LLC
Chicago, IL · CIK 0001997701
Offering snapshot reported Oct 17, 2023 · SEC filing
- Reported sold
- $9.47M Offering amount: $13.5M
- Investors reported
- 84 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Sep 27, 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 17, 2023 | Initial | $9,470,000 | No comparison | 84 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-494989
The Investment Manager is entitled to a Management Fee and the Managing Member is entitled to reimbursement for all organizational expenses as discussed in the Issuer?s confidential offering materials.
Source: Form D, filed Oct 17, 2023. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Michael Episcope | Executive |
| N/A Oi Lo Investco, Llc | Executive |
| N/A Oi Lo Manager, Llc | Executive |
| David Scherer | Executive |
| Marc Turner | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
C/O Oi Lo Manager, Llc 121 W. Wacker Dr., Suite 1000
Chicago, IL, 60601
Chicago, IL, 60601