Form D · Other Investment Fund

OAC Evergreen I LLC

Birmingham, AL · CIK 0002028941

Offering snapshot reported Jul 6, 2026 · SEC filing

Reported sold
$4.5M
Indefinite offering
Investors reported
13
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jun 17, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.25M$4.5MJul 1, 2024: $4,010,000.00Jul 1, 2024Jun 27, 2025: $4,500,000.00Jun 27, 2025Jul 6, 2026: $4,500,000.00Jul 6, 2026

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 6, 2026Amendment$4,500,000$0vs Jun 27, 202513SEC filing
Jun 27, 2025Amendment$4,500,000$490,000vs Jul 1, 202413SEC filing
Jul 1, 2024Initial$4,010,000No comparison11SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-517533

Source: Form D, filed Jul 6, 2026. 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

OAC EVERGREEN, LLC

Investment adviser: ONEASCENT CAPITAL LLC

Gross asset value
$4.8M
Beneficial owners
11
ADV minimum commitment
$500K

Reported in Form ADV on Mar 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TMF GROUP CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVISMAZARS LLP BIRMINGHAM, Alabama, United States
Custodian OAKWORTH CAPITAL BANK BIRMINGHAM, Alabama, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVISMAZARS LLP
PCAOB 686

Filing source

Form ADV 2074578 · Mar 19, 2026 · Schedule D 7.B.(1), fund 805-8593410003

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
N/A Oace Management I, Llc Promoter
N/A One Ascent Capital, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
23 Inverness Center Parkway
Birmingham, AL, 35242