Capital Flow Monitor · Sponsors · CIK 2130483

Summer Oak Partners, LLC

255 GLENVILLE ROAD, GREENWICH, CT, 06831 · (203) 883-1944

Residential · Limited Liability Company· inc. CONNECTICUT true 2025

Fit score

16

  • filed<=4mo+12
  • people+4

Offering

$20.0M

Sold

$0

% sold

0.0%

Investors

0

Min investment

$1.0M

Exemption

506(b)

Filing history

FiledFormRuleOfferingSold% soldInvestors
2026-06-18 D ·current 506(b) $20.0M $0 0.0% 0 EDGAR ↗

Related persons

Executive officers, directors and promoters, as filed.

  • Brandon Lacoff — Executive Officer / Promoter, Greenwich, CT
  • Jim Carnicelli — Executive Officer / Promoter, Greenwich, CT
  • Cody Laidlaw — Executive Officer / Promoter, Greenwich, CT
  • - Summer Oak Manager, LLC — Executive Officer / Director, Greenwich, CT

Placement agents

  • No sales compensation reported — direct raise.

Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.