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EDGAR Verified
Primary Source · SEC.gov

OA CLO Fund, LP

CIK 0002108316Fund Vehicle2026 vintage506(b), 3(c)(1)

Raised

$255M

Investors

8

Min Invest

$0

AltStreet Analysis

·

Generated from EDGAR primary sources

OA CLO Fund, LP is a Delaware limited partnership that filed an original Form D on January 29, 2026, reporting $255.4M in capital raised from 8 investors under Rule 506(b) and Section 3(c)(1). The fund operates in the private credit space with executive officers Robert Schierbeek, Todd Cook, and Susan Valcq. No minimum investment was disclosed on the filing.

This private credit vehicle follows a standard institutional exemption pattern (506(b) with 3(c)(1)) typical of CLO structures marketed to qualified purchasers and accredited investors. With an average commitment of approximately $31.9M per investor across 8 participants, the fund profile aligns with institutional-grade CLO fund offerings in the market.

Data Flags

first_sale_dateFiling date is January 29, 2026, but no first sale date is disclosed despite being an original filing with $255.4M already raised
investor_countOnly 8 investors contributing $255.4M represents an average commitment of ~$31.9M per investor, indicating a highly concentrated institutional investor base

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002108316
Entity NameOA CLO Fund, LP
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateJanuary 29, 2026
Accession Number0002108316-26-000001
Total Amount Sold$255M
Total Investors8
Minimum Investment$0 (no stated minimum)
Securities TypePooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Robert Schierbeek

Executive Officer · Grand Rapids, MI

Todd Cook

Executive Officer · Grand Rapids, MI

Susan Valcq

Executive Officer · Grand Rapids, MI

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.