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 sold
Reported amount sold by Form D filing date$0$352K$704KDec 22, 2022: $704,191.00Dec 22, 2022Dec 30, 2022: $704,191.00Dec 30, 2022

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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 30, 2022Amendment$704,191$0vs Dec 22, 20224SEC filing
Dec 22, 2022Initial$704,191No comparison4SEC 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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RecipientCRDAssociated broker-dealer
Columbia Capital Securities, Inc.146838
Josiah D. Jennings6031164Columbia 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.

People and organizations reported in Form D filings
NameReported 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