Form D · Other Investment Fund

Oak Quarry OZ, L.P.

Laguna Beach, CA · CIK 0001884554

Offering snapshot reported Jan 3, 2023 · SEC filing

Reported sold: $4.98M
Investors reported: 13
Minimum accepted: $500K
First sale: Sep 9, 2021

Fundraising history

Reported sold

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

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 3, 2023	Amendment	$4,981,145	$0vs Dec 22, 2022	13	SEC filing
Dec 22, 2022	Amendment	$4,981,145	$3,981,145vs Sep 27, 2021	13	SEC filing
Sep 27, 2021	Initial	$1,000,000	No comparison	1	SEC filing

Offering details

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

Sales commissions: $23.5K (estimated)
Finders' fees: $0
Form D file number: 021-414620

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Columbia Capital Securities, Inc.	146838
Josiah D. Jennings	6031164	Columbia Capital Securities, Inc. · CRD 146838

Source: Form D, filed Jan 3, 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.

People and organizations reported in Form D filings
Name	Reported role
Daniel Jay Conard	Executive, Promoter
Josiah D. Jennings	Executive, Promoter
See Clarification See Clarification	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

31001 S. Coast Highway
Laguna Beach, CA, 92651