Form D · Other Investment Fund

Okabena Opportunities Fund, LLC

Minneapolis, MN · CIK 0001544753

Offering snapshot reported Mar 6, 2026 · SEC filing

Reported sold
$54.5M
Indefinite offering
Investors reported
33
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 23, 1995
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27.2M$54.5MMar 22, 2018: $52,141,229.00Mar 22, 2018Mar 22, 2019: $52,187,029.00Mar 20, 2020: $52,485,229.00Mar 22, 2021: $52,571,829.00Mar 22, 2022: $52,631,829.00Mar 22, 2023: $52,761,030.00Mar 22, 2024: $52,881,029.00Mar 24, 2025: $53,084,629.00Mar 6, 2026: $54,482,610.00Mar 6, 2026

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 sold$53,084,629 → $54,482,610
  • Reported investors32 → 33

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 6, 2026Amendment$54,482,610$1,397,981vs Mar 24, 202533SEC filing
Mar 24, 2025Amendment$53,084,629$203,600vs Mar 22, 202432SEC filing
Mar 22, 2024Amendment$52,881,029$119,999vs Mar 22, 202332SEC filing
Mar 22, 2023Amendment$52,761,030$129,201vs Mar 22, 202230SEC filing
Mar 22, 2022Amendment$52,631,829$60,000vs Mar 22, 202130SEC filing
Mar 22, 2021Amendment$52,571,829$86,600vs Mar 20, 202029SEC filing
Mar 20, 2020Amendment$52,485,229$298,200vs Mar 22, 201929SEC filing
Mar 22, 2019Amendment$52,187,029$45,800vs Mar 22, 201828SEC filing
Mar 22, 2018Amendment$52,141,229No comparison26SEC filing
Mar 26, 2015Amendment$36,550,644$0vs Jan 20, 201522SEC filing
Jan 20, 2015Amendment$36,550,644$3,415,800vs Jun 25, 201422SEC filing
Jun 25, 2014Amendment$33,134,844$0vs Mar 26, 201422SEC filing
Mar 26, 2014Amendment$33,134,844$4,159,300vs Mar 27, 201319SEC filing
Mar 27, 2013Amendment$28,975,544$872,479vs Mar 28, 201219SEC filing
Mar 28, 2012Initial$28,103,065No comparison19SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-175785

Source: Form D, filed Mar 6, 2026. 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
Tobin Jackson Dayton Director
Thomas Butler Doran Director
James Heywood Field Director, Executive
Jocelyn Henkensiefken Executive
Steven Guy Lentz Executive
Douglas A. Neimann Director, Executive
Okabena Investment Services, Inc. Okabena Investment Services, Inc. Executive
Scott Michael Russett Executive
Dennis John Santos Director
Sherry Van Zee Executive
Corinne S. Whelan Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4200 Ids Center 80 South Eighth Street
Minneapolis, MN, 55402-4523