Form D · Pooled Investment Fund

Oakhouse Partners IC B, LLC

Park City, UT · CIK 0001866704

Offering snapshot reported Aug 19, 2021 · SEC filing

Reported sold
$4.14M
Offering amount: $4.14M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
Aug 19, 2021Initial$4,140,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-410537

Source: Form D, filed Aug 19, 2021. 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

OAKHOUSE PARTNERS IC B, LLC

Investment adviser: OAKHOUSE PARTNERS, LLC

Gross asset value
$2.65M
Beneficial owners
35
ADV minimum commitment
$0

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES HAMILTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2077904 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-4626220151

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
N/A Oakhouse Partners Core 2017 Gp, Llc Director
N/A Oakhouse Partners, Llc Promoter
Jason Portnoy Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1389 Center Drive, Suite 200
Park City, UT, 84098