Southern Oak Capital LLC

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Southern Oak Capital LLC ✚
CRD #	309933
SEC #	801-123321
CIK #
AUM
Employees	3 (33% Investors, 0% Brokers)
Phone	504-250-9902
Address	1200 Corporate Drive Hoover, AL 35242
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
HF	SOC Core CRE Fund LP	[2022-01-26]	16.7	22.4
HF	SOC Income Fund LP	2022-01-26		25.7
HF	SOC Multi-Strat Income & Growth Fund LP	[2022-01-26]	10.5	2.6

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	2	1.9
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	4	50.7
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	5	52.5
By Discretionary
Discretionary	5	52.5
Non-Discretionary	0	0.0
Total	5	52.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		52.5
Total	5	52.5

Form D Directors	# Filings	# Firms	2011 - 2025
Kevin Price	13
Southern Oak Capital LLC	3

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Southern Oak Capital LLC

Assets, Funds, Holdings