Form D · Other Investment Fund

M1 Opportunity Fund, L.P.

Atlanta, GA · CIK 0001579934

Offering snapshot reported Jul 15, 2013 · SEC filing

Reported sold: $5.55M
Investors reported: 9
Minimum accepted: $500K
First sale: Jul 1, 2013

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
Jul 15, 2013	Initial	$5,550,000	No comparison	9	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-199624

Source: Form D, filed Jul 15, 2013. 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

M1 OPPORTUNITY FUND, LP

Investment adviser: ANGEL OAK CAPITAL ADVISORS, LLC

Gross asset value: $13.2M
Beneficial owners: 25
ADV minimum commitment: $500K

Reported in Form ADV on Mar 30, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRIDENT FUND SERVICES ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WINDHAM BRANNON, PC ATLANTA, Georgia, United States

Custodian J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

J.P. MORGAN CLEARING CORP.
SEC 8-43724

J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724

Filing source

Form ADV 991805 · Mar 30, 2016 · Schedule D 7.B.(1), fund 805-5387796273

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
Name	Reported role
John Duffy	Executive
. Municipal Portfolio Managers, Inc.	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

5555 Glenridge Connector Suite 915
Atlanta, GA, 30342