Form D · Other Real Estate
Oak Institutional Credit Solutions, LLC
Charlotte, NC · CIK 0001933515
Offering snapshot reported Mar 25, 2025 · SEC filing
- Reported sold
- $725K Offering amount: $600M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Sep 30, 2024 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 |
|---|---|---|---|---|---|
| Mar 25, 2025 | Initial | $725,000 | No comparison | 7 | SEC filing |
| Jun 21, 2022 | Amendment | $0 | No comparison | 0 | SEC filing |
| Jun 10, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-542094
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| None | None |
Source: Form D, filed Mar 25, 2025. 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 |
|---|---|
| Gary Bechtel | Executive |
| Paul Cleary | Director |
| Raymond Davis | Director |
| Will Flaa | Director |
| Robert R. Kaplan Jr. | Director |
| Thomas Mc Govern | Director |
| Tom Mc Govern | Executive |
| Brook R. Scardina | Director |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
5925 Carnegie Blvd. Suite 110
Charlotte, NC, 28209
Charlotte, NC, 28209