Fund family · SEC Form D record

Council Oaks funds

Council Oaks has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2025 to 2025. The newest is Council Oaks SPV IV, LP, first filed Oct 20, 2025. The adviser of record on Form ADV Schedule D is Council Oaks Partners, LLC.

Vehicles
3
Numbered generations
3
First filing
2025
Latest filing
Oct 20, 2025

Adviser of record (Form ADV Schedule D) Council Oaks Partners, LLC (CRD 332138)

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund IV

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Council Oaks SPV IV, LPCIK 2092471First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Council Oaks SPV III, LPCIK 2089227First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Council Oaks SPV II-A, LPCIK 2089226AFirst sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Council Oaks funds

How many Council Oaks funds are there?
The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Oct 10, 2025 and the latest filing on Oct 20, 2025. By generation: Fund IV (Council Oaks SPV IV, LP, first filed Oct 20, 2025); Fund III (Council Oaks SPV III, LP, first filed Oct 10, 2025); Fund II (Council Oaks SPV II-A, LP, first filed Oct 10, 2025).
What is the latest Council Oaks fund?
Council Oaks SPV IV, LP, which first filed a Form D on Oct 20, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Council Oaks funds?
Council Oaks Partners, LLC (ERA, CRD 332138), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
How much have the Council Oaks funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.