Capital Flow Monitor · Placement agents
Oak Tree Securities
Firm · None · CRD 18126
Real-estate raises
0
Lodging raises
0
All raises seen
4
Total offered
$200.0M
Licensed / soliciting in: CA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-08-18 | AmeriFunds Secured Income Fund II, LLC AZ | Other | 506(b) | $50.0M | 25.2% |
| 2026-08-18 | AmeriFunds Secured Income Fund I, LLC AZ | Other | 506(b) | $50.0M | 14.5% |
| 2025-09-05 | AmeriFunds Secured Income Fund II, LLC AZ | Other | 506(b) | $50.0M | 26.2% |
| 2025-09-05 | AmeriFunds Secured Income Fund I, LLC AZ | Other | 506(b) | $50.0M | 14.7% |