Form D · Other Investment Fund

Oakhouse Partners ICON A, LLC

Park City, UT · CIK 0001801384

Offering snapshot reported Apr 28, 2021 · SEC filing

Reported sold
$1.94M
Offering amount: $1.94M
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
Apr 28, 2021Amendment$1,942,600No comparisonNot reportedSEC filing
Feb 11, 2020Initial$1,850,000No comparison20SEC 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
021-360253

Source: Form D, filed Apr 28, 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 ICON A, LLC

Investment adviser: OAKHOUSE PARTNERS, LLC

Gross asset value
$4.91M
Beneficial owners
28
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, INC. 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 805-2636564963

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