Form D · Other Investment Fund
Oak Quarry Siena Dev PH 1, L.P.
Laguna Beach, CA · CIK 0001957425
Offering snapshot reported Dec 30, 2022 · SEC filing
- Reported sold
- $704K Indefinite offering
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Nov 16, 2022 As reported in this filing
Fundraising history
Reported soldDates 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 |
|---|---|---|---|---|---|
| Dec 30, 2022 | Amendment | $704,191 | $0vs Dec 22, 2022 | 4 | SEC filing |
| Dec 22, 2022 | Initial | $704,191 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $11.3K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-468504
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 Dec 30, 2022. 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 |
|---|---|
| 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:Laguna Beach, CA, 92651