Form D · Other Investment Fund

Oak Investment Partners XIII, Limited Partnership

Westport, CT · CIK 0001466232

Offering snapshot reported Jun 16, 2009 · SEC filing

Reported sold
Yet to sell
Offering amount: $1.5B
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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
Jun 16, 2009InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-132009

Source: Form D, filed Jun 16, 2009. 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

OAK INVESTMENT PARTNERS XIII, LIMITED PARTNERSHIP

Investment adviser: OAK MANAGEMENT CORPORATION

Gross asset value
$63.6M
Beneficial owners
51
ADV minimum commitment
$0

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor CBIZ CPAS P.C. BOSTON, Massachusetts, United States
Custodian COMPUTERSHARE TRUST COMPANY, N/A PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian CONTINENTAL STOCK TRANSFER AND TRUST NEW YORK, New York, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. GREENWICH, Connecticut, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CBIZ CPAS P.C.
PCAOB 119

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Filing source

Form ADV 2059060 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-6265989199

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
Andrew W. Adams Executive
Iftikar A. Ahmed Executive
Grace A. Ames Executive
Bandel L. Carano Executive
Gerald R. Gallagher Executive
Edward F Glassmeyer Executive
Fredric W. Harman Executive
Ann Huntress Lamont Executive
Warren B. Riley Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Gorham Island
Westport, CT, 06880