Form D · Other Investment Fund

Oberland Healthcare Access Fund, LP

Conshohocken, PA · CIK 0001584938

Offering snapshot reported Sep 16, 2016 · SEC filing

Reported sold
$81.3M
Indefinite offering
Investors reported
248
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 1, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$40.6M$81.3MAug 29, 2013: $17,675,000.00Aug 29, 2013Apr 7, 2015: $81,250,000.00Apr 7, 2015Sep 16, 2016: $81,250,000.00Sep 16, 2016

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.

  • Reported investors240 → 248

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 16, 2016Amendment$81,250,000$0vs Apr 7, 2015248SEC filing
Apr 7, 2015Amendment$81,250,000$63,575,000vs Aug 29, 2013240SEC filing
Aug 29, 2013Initial$17,675,000No comparison73SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-202075
The reported amount sold and number of investors represent capital commitments by investors in the Issuer in its current offering. The current assets under management and current number of investors may be significantly different.

Source: Form D, filed Sep 16, 2016. 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

OBERLAND HEALTHCARE ACCESS FUND LP

Investment adviser: PPB ADVISORS, LLC

Gross asset value
$73.4M
Beneficial owners
208
ADV minimum commitment
$100K

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 NAV CONSULTING OAK BROOK, Illinois, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor GRANT THORNTON CHICAGO, Illinois, United States
Custodian BANK OF AMERICA CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

GRANT THORNTON
PCAOB 248

Filing source

Form ADV 2054472 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-8055280983

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
Norman L Greenbaum Promoter
Brendan W Lake Promoter
Lon Morton Promoter
N/A Morton Capital Management Executive
N/A Nlg Management Llc Executive
N/A Och Gp, Llc Executive
N/A Ppb Advisors, Llc Executive
Adam J Stern Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
125 East Elm Street, Suite 200
Conshohocken, PA, 19428