OA CLO Fund, LP
OA CLO Fund, LP is a private equity fund based in Grand Rapids, Michigan. According to its most recent Form D, filed Jan 29, 2026, it has sold $255,350,917 of interests to 8 investors since its first sale in Dec 2025. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Susan Valcq; Robert Schierbeek; Todd Cook.
- Total raised
- $255,350,917Cumulative sales reported on Form D
- Investors
- 8
- First sale
- Dec 30, 2025
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Susan Valcq; Robert Schierbeek; Todd Cook
- Latest Form D
- Jan 29, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about OA CLO Fund, LP
What is the minimum investment for OA CLO Fund, LP?
OA CLO Fund, LP's latest Form D, filed Jan 29, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in OA CLO Fund, LP?
OA CLO Fund, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has OA CLO Fund, LP raised?
OA CLO Fund, LP reports $255,350,917 sold from 8 investors on its Form D filed Jan 29, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is OA CLO Fund, LP based?
OA CLO Fund, LP is based in Grand Rapids, Michigan.
When did OA CLO Fund, LP launch?
OA CLO Fund, LP reports its first sale in Dec 2025.
Size compared with every private equity fund
Raised more than 93% of the 89 private equity funds based in Michigan, and more than 84% of all 9,142 that report sales.