Form D · Commercial
SugarOak Opportunity Fund, LLC
Herndon, VA · CIK 0001464819
Offering snapshot reported Jul 8, 2010 · SEC filing
- Reported sold
- $12.9M Offering amount: $30M
- Investors reported
- 79 Form D · investor count
- Minimum accepted
- $2.9K Reported outside-investor minimum
- First sale
- May 26, 2009 As reported in this filing
Fundraising history
Reported soldDates 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$0 → $12,850,000
- Reported investors0 → 79
- Minimum accepted$25,000 → $2,903
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 8, 2010 | Amendment | $12,850,000 | $12,850,000vs Jun 5, 2009 | 79 | SEC filing |
| Jun 5, 2009 | Initial | $0 | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-131750
The maximum offering amount of $30,000,000 may be increased to $50,000,000 in the discretion of the manager of the issuer.
Source: Form D, filed Jul 8, 2010. 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.
| Name | Reported role |
|---|---|
| Daniel Ray Baker | Executive, Promoter |
| Thomas Emory Donaldson | Executive, Promoter |
| Randall Alan Kerr | Executive, Promoter |
| Philip Albrecht Nickles | Executive, Promoter |
Issuer details
Industry: Commercial (See others in industry)
Address:
481 Carlisle Drive
Herndon, VA, 20170
Herndon, VA, 20170