Investor · Hoover, AL

Southern Oak Capital, LLC

Open Southern in the network graph →

Filings

33

SEC Form D

Connections

156

co-filers

Capital

$96.6M

across filings

Active

Dec 2021

to Oct 2025

Most-connected co-filers (156)

Kevin Price · Birmingham, AL15 shared Thomas H. Harrison · Staten Island, NY6 shared David Gonzalez · Bainbr, WA6 shared John Proof Management, LLC · ARLINGTON, VA5 shared Keith G. Lawrence · Oxford, MS5 shared N. D'Incelli · Miami Shores, FL5 shared Gavin A. Long · Leesburg, VA5 shared Michael Gibson · Lincolnshire, IL5 shared Keith K. Hamill · LUXEMBOURG CITY, Luxembourg5 shared Thomas P. Jeakle · Grandville, MI5 shared Marc Friedman · Rye Brook, NY5 shared D. Leamon · Cos Cob, CT5 shared Mohan J. Tavorath · Raleigh, NC5 shared Heidi Lovig · Portland, OR5 shared Jackie R. Schneider · Burnsville, MN5 shared Livingston B. John · LUXEMBOURG CITY, Luxembourg5 shared Michael L. Carter · Dallas, TX5 shared Bruce H. Mclain · LUXEMBOURG CITY, Luxembourg5 shared Mark Nydam · Wellesley, MA5 shared Daniel Krueger · Minneapolis, MN4 shared Jonathan Sessler · Austin, TX4 shared Robert J. Meschi · George Town, Cayman Islands4 shared Mark Osgood · Newport Beach, CA4 shared Kent Morehead · Newport Beach, CA4 shared

Recent filings (33)

SOC Core CRE Fund LPOct 2025 · 5 co-filers$250.0M SOC Income Fund LPOct 2025 · 5 co-filers$200.0M SOC Core CRE Fund LPOct 2025 · 5 co-filers$250.0M SOC Core CRE Fund LPApr 2025 · 5 co-filers$250.0M SOC Income Fund LPApr 2025 · 5 co-filers$200.0M SOC Core CRE Fund LPApr 2025 · 5 co-filers$250.0M MT Flagship Fund, LPMar 2025 · 14 co-filers SOC Multi-Strat Income & Growth Fund LPJun 2024 · 5 co-filers MT Flagship Fund, LPApr 2024 · 14 co-filers SOC Core CRE Fund LPApr 2024 · 5 co-filers$250.0M SOC Core CRE Fund LPApr 2024 · 5 co-filers$250.0M SOC Income Fund LPApr 2024 · 5 co-filers$200.0M SOC Multi-Strat Income & Growth Fund LPJul 2023 · 5 co-filers Coffinated Stakeholders Ltd Liability CoApr 2023 · 5 co-filers$1.3M SOC Income Fund LPMar 2023 · 5 co-filers$200.0M Beneficient Co Group, L.P.Dec 2022 · 43 co-filers$383.7M Origin Properties LLCDec 2022 · 2 co-filers$1.6M Invictus Grand LLCDec 2022 · 2 co-filers$1.5M CA31 DC REIT, LLCDec 2022 · 32 co-filers$250K 1032 Duluth LLCDec 2022 · 2 co-filers$1.0M Charles Ave Properties LLCDec 2022 · 2 co-filers$2.3M Beneficient Co Group, L.P.Dec 2022 · 43 co-filers$901.3M SOC Multi-Strat Income & Growth Fund LPJul 2022 · 5 co-filers SOC Income Fund LPApr 2022 · 5 co-filers$200.0M Samsonite International S.A.Dec 2021 · 14 co-filers$9.2M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Southern in the interactive graph →