Capital Flow Monitor · Sponsors · CIK 2137548
Circle Oak Debt Fund, LLC
125 SOUTH UNION STREET, OLEAN, NY, 14760 · 585-378-9338
Investing · Limited Liability Company· inc. DELAWARE true 2024
Fit score
—
Offering
$25.0M
Sold
$6.3M
% sold
25.4%
Investors
20
Min investment
$50K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-05-29 | D ·current | 506(c) | $25.0M | $6.3M | 25.4% | 20 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
Dana Cornell — Executive Officer, Olean, NY
2 other raises
- Circle Oak Acquisitions Fund I, LP $12.3M of $50.0M · 24.6%
- Eaton Equipment Acquisitions LLC $500K of $3.0M · 16.7%
-
N/A Cornell Capital Holdings LLC — Director, Olean, NY
1 other raise
- Circle Oak Acquisitions Fund I, LP $12.3M of $50.0M · 24.6%
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.