PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:34 AM ET

Sponsor Check › Sponsor group

LO

Live Oak

One sponsor team, 2 deal companies · Houston, TX

Grouped because: 1 shared person, similar issuer names (2) (automatic match from the filings) · not the same sponsor?

2deal companies
$3.7Mreported sold
10investors
2Form D filings
2016–2024active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Nov 20, 2024 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Live Oak is a sponsor group of 2 issuers that PartnerFacts links to one sponsor (shared people, similar issuer names; automatic match from the filings), filing 2 Form D filings between Feb 2016 and Nov 2024.

What this means One team, 2 deal companies, about 8 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $3.7M to 10 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (2). Issuers are based in TX (2).

What this means $3.7M raised across the group, about $370K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Andrew Keene (2 issuers, executive officer), Ashley Henderson (1 issuer, executive officer), Brandon Meyers (1 issuer, executive officer) and Mark Hanna (1 issuer, executive officer).

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Nov 20, 2024.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: LIVE OAK RESOURCE PARTNERS.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 58 court cases matching the name, 48 bankruptcy cases matching the name listed in Key records below.

What this means 106 records came back, including 15 court cases still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 2 public filings for Live Oak and found 5 differences, 2 worth asking the sponsor about: 23 bankruptcy cases name the subject or team members; 40 court cases name Live Oak; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Live Oak has not run yet — it is joining a line of 56,632 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

58 cases: 15 open, 27 closed (disposition not in docket feed), 7 judgment, 9 dismissed

Live Oak Farms v. Nutrien Ag Solutions REMINDER TO COUNSEL -- This case is a tag-a-long action to 26-md-3187, MDL 3187, in re: Nitrogen, Phosphorus, Potassium (NPK) Antitrust Litigation open matched at sponsor-group level (Live Oak)
District Court, D. Kansas · No. 6:26-cv-01177 · Filed Jun 23, 2026 · Nature of suit: 410 Anti-Trust · Cause: 15:1 Antitrust Litigation
Role of Live Oak Farms v. Nutrien Ag Solutions REMINDER TO COUNSEL -- This case is a tag-a-long action to 26-md-3187, MDL 3187, in re: Nitrogen, Phosphorus, Potassium (NPK) Antitrust Litigation: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in KS (not the issuer's state)
Live Oak Farms v. Nutrien Ag Solutions closed matched at sponsor-group level (Live Oak)
District Court, E.D. California · No. 1:26-cv-04262 · Filed Jun 3, 2026 · Closed Jun 22, 2026 · Nature of suit: Anti-Trust · Cause: 15:1 Antitrust Litigation
Role of Live Oak Farms v. Nutrien Ag Solutions: Party · Outcome: Terminated 2026-06-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Live Oak Farms v. Nutrien Ag Solutions open matched at sponsor-group level (Live Oak)
District Court, E.D. California · No. 1:26-at-02351 · Filed Jun 3, 2026 · Nature of suit: 410 Anti-Trust · Cause: 15:1 Antitrust Litigation
Role of Live Oak Farms v. Nutrien Ag Solutions: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Midland Specialty Inc v. LIVE OAK BANKING COMPANY open matched at sponsor-group level (Live Oak)
District Court, S.D. Florida · No. 1:26-cv-23342 · Filed May 12, 2026 · Nature of suit: 370 Other Fraud · Cause: 28:1441 Notice of Removal-Fraud
Role of LIVE OAK BANKING COMPANY: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Live Oak Pharmacy, Inc. v. Express Scripts, Inc. closed matched at sponsor-group level (Live Oak)
District Court, E.D. Missouri · No. 4:26-cv-00690 · Filed May 6, 2026 · Closed Aug 19, 2026 · Nature of suit: 190 Contract: Other · Cause: 12:2615 Contracts
Role of Live Oak Pharmacy, Inc.: Plaintiff · Outcome: Terminated 2026-08-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MO (not the issuer's state)
31014 Union City Blvd., LLC v. Live Oak Banking Company open matched at sponsor-group level (Live Oak)
District Court, N.D. California · No. 3:26-cv-03958 · Filed May 1, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Live Oak Banking Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Live Oak Banking Company v. Hasty Group LLC, The open matched at sponsor-group level (Live Oak)
District Court, D. Kansas · No. 2:26-cv-02160 · Filed Mar 25, 2026
Role of Live Oak Banking Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in KS (not the issuer's state)
Live Oak Banking Company v. StoreU247, LLC open matched at sponsor-group level (Live Oak)
District Court, E.D. Tennessee · No. 3:26-cv-00091 · Filed Mar 4, 2026
Role of Live Oak Banking Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TN (not the issuer's state)
Live Oak Banking Company v. Rocket City Portable McStorage LLC open matched at sponsor-group level (Live Oak)
District Court, N.D. Alabama · No. 5:26-cv-00235 · Filed Feb 12, 2026 · Nature of suit: 140 Negotiable Instrument · Cause: 28:1332 Diversity-Breach of Contract
Role of Live Oak Banking Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in AL (not the issuer's state)
Live Oak Banking Company v. Burke Ventures LLC open matched at sponsor-group level (Live Oak)
District Court, W.D. Wisconsin · No. 3:25-cv-00773 · Filed Sep 12, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Live Oak Banking Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in WI (not the issuer's state)
Live Oak Banking Company v. Symphony of Wimberley, LLC open matched at sponsor-group level (Live Oak)
District Court, W.D. Texas · No. 1:25-cv-01342 · Filed Aug 21, 2025
Role of Live Oak Banking Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in the group's state (TX)
SAYRE v. LIVE OAK FINANCIAL INC open matched at sponsor-group level (Live Oak)
District Court, M.D. Georgia · No. 3:25-cv-00077 · Filed May 15, 2025 · Nature of suit: Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of LIVE OAK FINANCIAL INC: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Sayre v. Live Oak Financial, Inc. closed matched at sponsor-group level (Live Oak)
District Court, N.D. Georgia · No. 1:25-cv-02685 · Filed May 13, 2025 · Closed May 15, 2025
Role of Live Oak Financial, Inc.: Defendant · Outcome: Terminated 2025-05-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Texas Industrial Engine, Inc. and Oilfield Equipment v. Trinity Operating (USG), LLC; Case REMANDED to 343rd District Court of Live Oak County, TX. open matched at sponsor-group level (Live Oak)
District Court, S.D. Texas · No. 2:25-cv-00094 · Filed Apr 2, 2025 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Texas Industrial Engine, Inc. and Oilfield Equipment v. Trinity Operating (USG), LLC; Case REMANDED to 343rd District Court of Live Oak County, TX.: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in the group's state (TX)
Live Oak Banking Company v. Trim Tech Distribution LLC open matched at sponsor-group level (Live Oak)
District Court, N.D. California · No. 5:25-cv-02467 · Filed Mar 11, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Live Oak Banking Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Joe Hand Promotions, Inc. v. Live Oak Restaurant Sports Grill LLC closed matched at sponsor-group level (Live Oak)
District Court, S.D. Texas · No. 2:24-cv-00201 · Filed Sep 5, 2024 · Closed Oct 25, 2024
Role of Live Oak Restaurant Sports Grill LLC: Defendant · Outcome: Terminated 2024-10-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (TX)
HARDRICK v. LIVE OAK FINANCIAL closed matched at sponsor-group level (Live Oak)
District Court, M.D. Georgia · No. 1:24-cv-00094 · Filed Jun 27, 2024 · Closed Aug 14, 2024
Role of LIVE OAK FINANCIAL: Defendant · Outcome: Terminated 2024-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
HALL v. LIVE OAK FINANCIAL INC closed matched at sponsor-group level (Live Oak)
District Court, M.D. Georgia · No. 1:24-cv-00092 · Filed Jun 21, 2024 · Closed Jan 27, 2025
Role of LIVE OAK FINANCIAL INC: Defendant · Outcome: Terminated 2025-01-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Coker v. LIVE OAK ENVIRONMENTAL, LLC closed matched at sponsor-group level (Live Oak)
District Court, E.D. Texas · No. 2:24-cv-00068 · Filed Feb 1, 2024 · Closed Aug 20, 2024
Role of LIVE OAK ENVIRONMENTAL, LLC: Defendant · Outcome: Terminated 2024-08-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (TX)
Live Oak Banking Company v. Safil Group, LLC closed matched at sponsor-group level (Live Oak)
District Court, S.D. Texas · No. 7:23-cv-00359 · Filed Oct 20, 2023 · Closed Apr 16, 2025
Role of Live Oak Banking Company: Plaintiff · Outcome: Terminated 2025-04-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (TX)
DAN v. WMT HOUSING, LLC d/b/a/ LIVE OAK HOMES, INC LIVE OAK HOMES open matched at sponsor-group level (Live Oak)
District Court, N.D. Florida · No. 1:23-cv-00226 · Filed Aug 31, 2023 · Nature of suit: 190 Contract: Other · Cause: 28:1346 Breach of Contract
Role of LIVE OAK HOMES, INC LIVE OAK HOMES: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
PATTERSON v. LIVE OAK FINANCIAL, INC. D/B/A CBV COLLECTIONS ALBANY closed matched at sponsor-group level (Live Oak)
District Court, M.D. Georgia · No. 5:23-cv-00242 · Filed Jul 7, 2023 · Closed Nov 19, 2024 · Nature of suit: 480 Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of LIVE OAK FINANCIAL, INC. D: Defendant · Outcome: Terminated 2024-11-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Live Oak Banking Company v. StreetShares, Inc. closed matched at sponsor-group level (Live Oak)
District Court, D. Delaware · No. 1:23-cv-00332 · Filed Mar 24, 2023 · Closed Feb 18, 2025 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Live Oak Banking Company: Plaintiff · Outcome: Terminated 2025-02-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in DE (not the issuer's state)
MCWHORTER v. LIVE OAK FINANCIAL INC closed matched at sponsor-group level (Live Oak)
District Court, M.D. Georgia · No. 1:22-cv-00194 · Filed Nov 23, 2022 · Closed Nov 16, 2023 · Nature of suit: 890 Other Statutory Actions · Cause: 15:1692 Fair Debt Collection Act
Role of LIVE OAK FINANCIAL INC: Defendant · Outcome: Terminated 2023-11-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
WILCHER v. LIVE OAK FINANCIAL INC closed matched at sponsor-group level (Live Oak)
District Court, M.D. Georgia · No. 1:22-cv-00192 · Filed Nov 23, 2022 · Closed Nov 13, 2024 · Nature of suit: 890 Other Statutory Actions · Cause: 15:1692 Fair Debt Collection Act
Role of LIVE OAK FINANCIAL INC: Defendant · Outcome: Terminated 2024-11-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
MCGARRAH v. LIVE OAK FINANCIAL INC closed matched at sponsor-group level (Live Oak)
District Court, M.D. Georgia · No. 1:22-cv-00193 · Filed Nov 23, 2022 · Closed Nov 12, 2024
Role of LIVE OAK FINANCIAL INC: Defendant · Outcome: Terminated 2024-11-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Live Oak Manors, LLC v. Live Oak Contracting, LLC closed matched at sponsor-group level (Live Oak)
District Court, N.D. Georgia · No. 1:22-cv-02147 · Filed May 27, 2022 · Closed May 12, 2023
Role of Live Oak Contracting, LLC: Defendant · Outcome: Terminated 2023-05-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
WINDOWS v. LIVE OAK FINANCIAL INC A/K/A CBV COLLECTIONS ALBANY INC D/B/A CBV SERVICE INC closed matched at sponsor-group level (Live Oak)
District Court, M.D. Georgia · No. 1:22-cv-00070 · Filed May 25, 2022 · Closed Sep 7, 2022
Role of LIVE OAK FINANCIAL INC A: Defendant · Outcome: Terminated 2022-09-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Greater Live Oak Baptist Church v. Republic Fire & Casualty Insurance Co closed matched at sponsor-group level (Live Oak)
District Court, W.D. Louisiana · No. 2:22-cv-00104 · Filed Jan 11, 2022 · Closed Dec 27, 2023
Role of Greater Live Oak Baptist Church v. Republic Fire & Casualty Insurance Co: Party · Outcome: Terminated 2023-12-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Schaeffler Business Information LLC v. Live Oak Banking Company closed matched at sponsor-group level (Live Oak)
District Court, D. Arizona · No. 2:21-cv-00740 · Filed Apr 27, 2021 · Closed Apr 17, 2023 · Nature of suit: Defend Trade Secrets Act (of 2016) · Cause: 18:1836(a) Injunction against Misappropriation of Trade Secrets
Role of Live Oak Banking Company: Defendant · Outcome: Terminated 2023-04-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in AZ (not the issuer's state)
Aileron Investment Management, LLC v. Live Oak Banking Company closed matched at sponsor-group level (Live Oak)
District Court, M.D. Florida · No. 8:21-cv-00108 · Filed Jan 13, 2021 · Closed May 24, 2021 · Nature of suit: Contract: Other · Cause: 28:1442 Notice of Removal-Breach of Contract
Role of Live Oak Banking Company: Defendant · Outcome: Terminated 2021-05-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
NRP Lease Holdings, LLC v. Live Oak Banking Company closed matched at sponsor-group level (Live Oak)
District Court, M.D. Florida · No. 3:20-cv-01344 · Filed Nov 25, 2020 · Closed May 19, 2021
Role of Live Oak Banking Company: Defendant · Outcome: Terminated 2021-05-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Live Oak Banking Company v. Aulakh Dental Corporation closed matched at sponsor-group level (Live Oak)
District Court, N.D. California · No. 5:20-cv-04587 · Filed Jul 9, 2020 · Closed Apr 6, 2021 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Live Oak Banking Company: Plaintiff · Outcome: Terminated 2021-04-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Eclipse Holdings, LLC v. Live Oak Banking Company closed matched at sponsor-group level (Live Oak)
District Court, D. Oregon · No. 1:19-cv-01147 · Filed Jul 24, 2019 · Closed Apr 15, 2022 · Nature of suit: 190 Other contract actions
Role of Live Oak Banking Company: Defendant · Outcome: Terminated 2022-04-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OR (not the issuer's state)
Live Oak Banking Company v. Westover judgment matched at sponsor-group level (Live Oak)
District Court, S.D. Mississippi · No. 3:19-cv-00372 · Filed May 24, 2019 · Closed Oct 30, 2020 · Nature of suit: 190 Other contract actions
Role of Live Oak Banking Company: Plaintiff · Outcome: Terminated 2020-10-30 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in MS (not the issuer's state)
AnimalScan, LLC v. Live Oak Veterinary Specialists, LLC open matched at sponsor-group level (Live Oak)
District Court, M.D. Pennsylvania · No. 3:18-cv-02288 · Filed Nov 29, 2018 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Live Oak Veterinary Specialists, LLC: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
206 East Live Oak, L.P. v. Marvin Lumber and Cedar Company dismissed matched at sponsor-group level (Live Oak)
District Court, W.D. Texas · No. 1:18-cv-00714 · Filed Aug 21, 2018 · Closed Mar 6, 2020 · Nature of suit: 190 Contract: Other · Cause: 28:1441 Petition for Removal- Breach of Contract
Role of 206 East Live Oak, L.P. v. Marvin Lumber and Cedar Company: Party · Outcome: Terminated 2020-03-06 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in the group's state (TX)
4645 Live Oak LLC v. Julete McClain closed matched at sponsor-group level (Live Oak)
District Court, C.D. California · No. 2:18-cv-06962 · Filed Aug 14, 2018 · Closed Aug 20, 2018 · Nature of suit: 230 Rent Lease & Ejectment · Cause: 28:1443(1) Notice of Removal - Rent, Lease & Ejectment
Role of 4645 Live Oak LLC v. Julete McClain: Party · Outcome: Terminated 2018-08-20 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Live Oak Banking Company v. Butler dismissed matched at sponsor-group level (Live Oak)
District Court, N.D. Ohio · No. 1:17-cv-00719 · Filed Apr 6, 2017 · Closed Nov 27, 2018 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Live Oak Banking Company: Plaintiff · Outcome: Terminated 2018-11-27 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state)
Live Oak Services LLC v. United States Department of Defense, The dismissed matched at sponsor-group level (Live Oak)
District Court, D. South Carolina · No. 3:17-cv-00288 · Filed Jan 31, 2017 · Closed May 4, 2017 · Nature of suit: 190 Other contract actions
Role of Live Oak Services LLC: Plaintiff · Outcome: Terminated 2017-05-04 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in SC (not the issuer's state)
Live Oak Banking Company v. Princess Mill Properties, LLC open matched at sponsor-group level (Live Oak)
District Court, Virgin Islands · No. 1:16-cv-00070 · Filed Oct 25, 2016 · Nature of suit: Real Property: Foreclosure · Cause: 28:1332 Diversity-Contract Default
Role of Live Oak Banking Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in VI (not the issuer's state)
Live Oak Planting Company v. BP Exploration & Production, Inc. dismissed matched at sponsor-group level (Live Oak)
District Court, E.D. Louisiana · No. 2:16-cv-06089 · Filed May 16, 2016 · Closed Oct 6, 2016 · Nature of suit: 890 Other Statutory Actions · Cause: 33:2701 - Oil Pollution Act
Role of Live Oak Planting Company: Plaintiff · Outcome: Terminated 2016-10-06 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
Live Oak Materials, Inc. v. Terral River Service, Inc. closed matched at sponsor-group level (Live Oak)
District Court, S.D. Texas · No. 2:15-cv-00284 · Filed Jun 26, 2015 · Closed Jul 28, 2015
Role of Live Oak Materials, Inc.: Plaintiff · Outcome: Terminated 2015-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (TX)
Red Dog Oil Tools Inc v. Live Oak Energy Inc of Texas dismissed
District Court, W.D. Louisiana · No. 5:12-cv-00646 · Filed Mar 9, 2012 · Closed Mar 13, 2013 · Nature of suit: 370 Other fraud
Role of Red Dog Oil Tools Inc v. Live Oak Energy Inc of Texas: Party · Outcome: Terminated 2013-03-13 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Therral Story Well Service Inc v. Live Oak Energy Inc of Texas dismissed
District Court, W.D. Louisiana · No. 5:10-cv-01302 · Filed Aug 18, 2010 · Closed Jan 28, 2013 · Nature of suit: 190 Other contract actions
Role of Therral Story Well Service Inc v. Live Oak Energy Inc of Texas: Party · Outcome: Terminated 2013-01-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
J&J SPORTS PRODUCTIONS, INC. v. LIVE OAK COUNTY POST NO, ET AL closed matched at sponsor-group level (Live Oak)
District Court, S.D. Texas · No. · Filed May 6, 2008 · Closed Aug 14, 2008 · Nature of suit: 490 Cable/Satellite TV
Role of J&J SPORTS PRODUCTIONS, INC. v. LIVE OAK COUNTY POST NO, ET AL: Party · Outcome: Terminated 2008-08-14 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
company name words appear in the caption; court in the group's state (TX)
J&J Sports Productions, Inc. v. Live Oak County Post No. 6119 Veterans of Foreign Wars judgment matched at sponsor-group level (Live Oak)
District Court, S.D. Texas · No. 2:08-cv-00270 · Filed May 6, 2008 · Closed Sep 3, 2009 · Nature of suit: Cable/Satellite TV · Cause: 47:0521 Cable Communications Policy Act
Role of J&J Sports Productions, Inc. v. Live Oak County Post No. 6119 Veterans of Foreign Wars: Party · Outcome: Terminated 2009-09-03 — FJC Integrated Database disposition: Judgment on court trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in the group's state (TX)
LIVE OAK MATERIALS INC v. MAY CONSTRUCTION CO INC dismissed
District Court, S.D. Texas · No. · Filed Oct 25, 2004 · Closed Apr 11, 2006 · Nature of suit: 190 Other contract actions
Role of LIVE OAK MATERIALS INC v. MAY CONSTRUCTION CO INC: Party · Outcome: Terminated 2006-04-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
Pacific Gas and Electric Company v. Live Oak Limited closed
District Court, N.D. California · No. 3:02-cv-03464 · Filed Jul 19, 2002 · Closed Sep 30, 2004 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of Pacific Gas and Electric Company v. Live Oak Limited: Party · Outcome: Terminated 2004-09-30 — FJC Integrated Database disposition: Remanded to U.S. agency Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Live Oak Realty NV v. Hillsborough County closed
District Court, M.D. Florida · No. 8:94-cv-01007 · Filed Jun 23, 1994 · Closed Nov 30, 1994 · Nature of suit: 950 Constitutionality of state statutes
Role of Live Oak Realty NV v. Hillsborough County: Party · Outcome: Terminated 1994-11-30 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
LIVE OAK REALTY, INC v. MITCHELL SYSTEMS judgment
District Court, District of Columbia · No. 1:91-cv-00071 · Filed Jan 15, 1991 · Closed Jul 3, 1991 · Nature of suit: 290 Other real property actions
Role of LIVE OAK REALTY, INC v. MITCHELL SYSTEMS: Party · Outcome: Terminated 1991-07-03 — FJC Integrated Database disposition: Judgment on court trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in DC (not the issuer's state)
Live Oak, Inc. v. ITT Rayonier, Inc. dismissed
District Court, D. Oregon · No. 6:90-cv-06475 · Filed Nov 27, 1990 · Closed Mar 26, 1991 · Nature of suit: 190 Other contract actions
Role of Live Oak, Inc. v. ITT Rayonier, Inc.: Party · Outcome: Terminated 1991-03-26 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OR (not the issuer's state)
Prevatt v. Live Oak Gas Co. closed
District Court, M.D. Florida · No. 3:90-cv-00798 · Filed Sep 10, 1990 · Closed Feb 19, 1992
Role of Prevatt v. Live Oak Gas Co.: Party · Outcome: Terminated 1992-02-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
LIVE OAK REALTY,INC. v. MITCHELL SYSTEMS judgment
District Court, District of Columbia · No. 1:88-cv-02066 · Filed Jul 27, 1988 · Closed Nov 7, 1989 · Nature of suit: 230 Rent, lease, ejectment
Role of LIVE OAK REALTY,INC. v. MITCHELL SYSTEMS: Party · Outcome: Terminated 1989-11-07 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in DC (not the issuer's state)
MITCHELL SYSTEMS v. LIVE OAK REALTY, INC judgment
District Court, District of Columbia · No. 1:87-cv-02910 · Filed Oct 27, 1987 · Closed Mar 10, 1988 · Nature of suit: 290 Other real property actions
Role of MITCHELL SYSTEMS v. LIVE OAK REALTY, INC: Party · Outcome: Terminated 1988-03-10 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in DC (not the issuer's state)
LIVE OAK REALTY, INC v. ACADEMY OF BUSINESS dismissed
District Court, District of Columbia · No. 1:86-cv-02962 · Filed Oct 29, 1986 · Closed Oct 28, 1987 · Nature of suit: 190 Other contract actions
Role of LIVE OAK REALTY, INC v. ACADEMY OF BUSINESS: Party · Outcome: Terminated 1987-10-28 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in DC (not the issuer's state)
UNITED GAS PIPELINE v. LIVE OAK INVESTMENT COMPANY judgment
District Court, S.D. Texas · No. · Filed Jun 27, 1986 · Closed Jan 23, 1990 · Nature of suit: 470 Civil (RICO)
Role of UNITED GAS PIPELINE v. LIVE OAK INVESTMENT COMPANY: Party · Outcome: Terminated 1990-01-23 — FJC Integrated Database disposition: Judgment on consent; judgment for both plaintiff and defendant Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
IN RE:LIVE OAK DEVELOPMENT CO v. judgment matched at sponsor-group level (Live Oak)
District Court, N.D. California · No. · Filed Jan 9, 1984 · Closed Dec 11, 1987 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of IN RE:LIVE OAK DEVELOPMENT CO v. : Party · Outcome: Terminated 1987-12-11 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Live Oak..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

48 cases: 6 open, 42 closed (disposition not in docket feed)

Twin Restaurant Live Oak, LLC <b><font color="red">Jointly Administered under 26-90126.</font></b> open matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, S.D. Texas · No. 26-90265 · Filed Jan 26, 2026
Role of Twin Restaurant Live Oak, LLC <b><font color="red">Jointly Administered under 26-90126.</font></b>: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in the group's state (TX)
Twin Restaurant Live Oak RE, LLC <b><font color="red">Jointly Administered under 26-90126.</font></b> open matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, S.D. Texas · No. 26-90261 · Filed Jan 26, 2026
Role of Twin Restaurant Live Oak RE, LLC <b><font color="red">Jointly Administered under 26-90126.</font></b>: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in the group's state (TX)
Twin Restaurant Live Oak Management, LLC <b><font color="red">Jointly Administered under 26-90126.</font></b> open matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, S.D. Texas · No. 26-90256 · Filed Jan 26, 2026
Role of Twin Restaurant Live Oak Management, LLC <b><font color="red">Jointly Administered under 26-90126.</font></b>: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in the group's state (TX)
Twin Restaurant Live Oak Beverage Holding, LLC <b><font color="red">Jointly Administered under 26-90126.</font></b> open matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, S.D. Texas · No. 26-90251 · Filed Jan 26, 2026
Role of Twin Restaurant Live Oak Beverage Holding, LLC <b><font color="red">Jointly Administered under 26-90126.</font></b>: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in the group's state (TX)
Live Oak Rentals, LLC open matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, C.D. California · No. 9:24-bk-11076 · Filed Sep 23, 2024
Role of Live Oak Rentals, LLC: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Live Oak Investments, LP open matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. California · No. 24-10511 · Filed Sep 12, 2024
Role of Live Oak Investments, LP: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Live Oak Banking Company v. Bibbs-Walker closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. Georgia · No. 21-01003 · Filed Mar 30, 2021 · Closed Dec 7, 2021 · Nature of suit: 68 Dischargeability - 523(a)(6), willful and malicious injury; 41 Objection / revocation of discharge - 727(c),(d),(e)
Role of Live Oak Banking Company: Plaintiff · Outcome: Case closed 2021-12-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Live Oak Restaurant Services, LLC v. The Krystal Company closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. Georgia · No. 20-06176 · Filed Sep 20, 2020 · Closed Oct 28, 2020 · Nature of suit: 91 Declaratory judgment; 02 Other (e.g. other actions that would have been brought in state court if unrelated to bankruptcy); 14 Recovery of money/property - other
Role of Live Oak Restaurant Services, LLC: Plaintiff · Outcome: Case closed 2020-10-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
1944 Beach Boulevard, LLC v. Live Oak Banking Company closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, M.D. Florida · No. 3:20-ap-00071 · Filed Jun 2, 2020 · Closed Jan 20, 2023
Role of Live Oak Banking Company: Defendant · Outcome: Case closed 2023-01-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Live Oak Banking Company v. Hayes closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, W.D. North Carolina · No. 19-05010 · Filed Aug 15, 2019 · Closed Jun 8, 2020
Role of Live Oak Banking Company: Plaintiff · Outcome: Case closed 2020-06-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NC (not the issuer's state)
Live Oak Frozen Treats, LLC closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, M.D. Florida · No. 3:18-bk-01108 · Filed Apr 5, 2018 · Closed Jun 18, 2018
Role of Live Oak Frozen Treats, LLC: Debtor · Outcome: Case closed 2018-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Live Oak Parkway, LLC closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, W.D. Texas · No. 18-10260 · Filed Mar 6, 2018 · Closed Aug 9, 2018
Role of Live Oak Parkway, LLC: Debtor · Outcome: Case closed 2018-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (TX)
Live Oak Lounge, LLC closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. Texas · No. 16-42659 · Filed Jul 8, 2016 · Closed Jun 27, 2017
Role of Live Oak Lounge, LLC: Debtor · Outcome: Case closed 2017-06-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (TX)
Peter Kravitz, as GUC Trust Trustee of the Exide C v. The Recycling Center, Inc. of Live Oak closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, D. Delaware · No. 15-50433 · Filed Jun 2, 2015 · Closed Jan 20, 2016
Role of Peter Kravitz, as GUC Trust Trustee of the Exide C v. The Recycling Center, Inc. of Live Oak: Party · Outcome: Case closed 2016-01-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
GCCFI Live Oak Lodge, Inc. closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, S.D. Texas · No. 14-20432 · Filed Nov 3, 2014 · Closed Jan 23, 2018
Role of GCCFI Live Oak Lodge, Inc.: Party · Outcome: Case closed 2018-01-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the group's state (TX)
Live Oak Holding, LLC closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, S.D. California · No. 13-11672 · Filed Dec 3, 2013 · Closed Jun 16, 2021 · Nature of suit: 14 (Recovery of money/property - other) 21 (Validity, priority or extent of lien or other interest in property) 72 (Injunctive relief - other) 01 (Determination of removed claim or cause) 02 (Other (e.g. other actions that would have been brought in state court if unrelated to bankruptcy))
Role of Live Oak Holding, LLC: Debtor · Outcome: Case closed 2021-06-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Live Oak Land Development, Ltd v. Thousand Oaks Property Owners Association, Inc. closed
United States Bankruptcy Court, S.D. Texas · No. 12-03392 · Filed Aug 23, 2012 · Closed Nov 1, 2012
Role of Live Oak Land Development, Ltd v. Thousand Oaks Property Owners Association, Inc.: Party · Outcome: Case closed 2012-11-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
Live Oak Land Development, Ltd closed
United States Bankruptcy Court, S.D. Texas · No. 12-35873 · Filed Aug 6, 2012 · Closed Oct 25, 2012
Role of Live Oak Land Development, Ltd: Party · Outcome: Case closed 2012-10-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
Feltman v. Live Oak - Gottesman, LLC closed
United States Bankruptcy Court, S.D. Florida. · No. 11-01304 · Filed Jan 20, 2011 · Closed Mar 31, 2011
Role of Feltman v. Live Oak - Gottesman, LLC: Party · Outcome: Case closed 2011-03-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
GES - Live Oak Hickory Ridge, LLC closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, D. Delaware · No. 09-14194 · Filed Nov 25, 2009 · Closed Jun 28, 2011
Role of GES - Live Oak Hickory Ridge, LLC: Party · Outcome: Case closed 2011-06-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Live Oak Interiors, Inc. closed
United States Bankruptcy Court, S.D. Texas · No. 09-20695 · Filed Oct 9, 2009 · Closed Aug 1, 2012
Role of Live Oak Interiors, Inc.: Party · Outcome: Case closed 2012-08-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
Live Oak Development, LLC closed
United States Bankruptcy Court, D. Maryland · No. 09-24503 · Filed Aug 6, 2009 · Closed Mar 7, 2012
Role of Live Oak Development, LLC: Party · Outcome: Case closed 2012-03-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
Live Oak Gardens, Inc. closed
United States Bankruptcy Court, M.D. Florida · No. 8:09-bk-15674 · Filed Jul 21, 2009 · Closed Jul 26, 2011
Role of Live Oak Gardens, Inc.: Party · Outcome: Case closed 2011-07-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Live Oak Banking Company v. Cox closed
United States Bankruptcy Court, M.D. Florida · No. 2:09-ap-00439 · Filed Jul 6, 2009 · Closed Feb 21, 2010
Role of Live Oak Banking Company v. Cox: Party · Outcome: Case closed 2010-02-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Live Oak Landscape of Boca Raton, Inc. closed
United States Bankruptcy Court, S.D. Florida. · No. 07-11224 · Filed Feb 27, 2007 · Closed Sep 29, 2008
Role of Live Oak Landscape of Boca Raton, Inc.: Party · Outcome: Case closed 2008-09-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
OHC LIQUIDATION TRUST, by and through Alvarez & Ma v. OLD LIVE OAK LLC closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, D. Delaware · No. 04-77651 · Filed Nov 8, 2004 · Closed Dec 29, 2004
Role of OHC LIQUIDATION TRUST, by and through Alvarez & Ma v. OLD LIVE OAK LLC: Party · Outcome: Case closed 2004-12-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Live Oak Telecom, LLC closed
United States Bankruptcy Court, W.D. Texas · No. 03-10428 · Filed Jan 28, 2003 · Closed Jun 30, 2009
Role of Live Oak Telecom, LLC: Party · Outcome: Case closed 2009-06-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
LaRoche Industries, Inc. v. Live Oak Construction, Inc. closed
United States Bankruptcy Court, D. Delaware · No. 02-03076 · Filed Apr 26, 2002 · Closed Oct 17, 2002
Role of LaRoche Industries, Inc. v. Live Oak Construction, Inc.: Party · Outcome: Case closed 2002-10-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Live Oak Publishing, Inc./ Senior News-Blue Ridge v. Dowe closed
United States Bankruptcy Court, W.D. Virginia · No. 99-00254 · Filed Dec 8, 1999 · Closed Jan 26, 2000
Role of Live Oak Publishing, Inc./ Senior News-Blue Ridge v. Dowe: Party · Outcome: Case closed 2000-01-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in VA (not the issuer's state)
Nichols v. Live Oak Materials Inc closed
United States Bankruptcy Court, S.D. Texas · No. 98-02063 · Filed Sep 15, 1998 · Closed Dec 30, 1999
Role of Nichols v. Live Oak Materials Inc: Party · Outcome: Case closed 1999-12-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
Brero Construction, Inc. v. Live Oak Elementary School District, et closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. California · No. 98-05025 · Filed Jan 29, 1998 · Closed Mar 12, 1998
Role of Brero Construction, Inc. v. Live Oak Elementary School District, et: Party · Outcome: Case closed 1998-03-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Live Oak Materials Inc v. Commercial Indemnity Insurance Company closed
United States Bankruptcy Court, S.D. Texas · No. 97-02254 · Filed Dec 23, 1997 · Closed Oct 5, 2000
Role of Live Oak Materials Inc v. Commercial Indemnity Insurance Company: Party · Outcome: Case closed 2000-10-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
Phil Wilson, Inc. v. Live Oak Elementary School District closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. California · No. 97-05586 · Filed Dec 18, 1997 · Closed Mar 16, 1998
Role of Phil Wilson, Inc. v. Live Oak Elementary School District: Party · Outcome: Case closed 1998-03-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Pacific Erectors, Inc. v. Live Oak Elementary School Dist. closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. California · No. 97-05588 · Filed Dec 18, 1997 · Closed Mar 17, 1998
Role of Pacific Erectors, Inc. v. Live Oak Elementary School Dist.: Party · Outcome: Case closed 1998-03-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Elevator Service Company Inc. v. Live Oak Elementary School District closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. California · No. 97-05587 · Filed Dec 18, 1997 · Closed Mar 16, 1998
Role of Elevator Service Company Inc. v. Live Oak Elementary School District: Party · Outcome: Case closed 1998-03-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Hartford Fire Insurance Company v. Live Oak Elementary School District closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. California · No. 97-05585 · Filed Dec 18, 1997 · Closed Mar 12, 1998
Role of Hartford Fire Insurance Company v. Live Oak Elementary School District: Party · Outcome: Case closed 1998-03-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Live Oak Medical Limited Partnership v. Dallas County Hospital Medical District closed
United States Bankruptcy Court, N.D. Texas · No. 97-03403 · Filed Sep 3, 1997 · Closed Mar 4, 1998
Role of Live Oak Medical Limited Partnership v. Dallas County Hospital Medical District: Party · Outcome: Case closed 1998-03-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
Live Oak Medical Limited Partnership closed
United States Bankruptcy Court, N.D. Texas · No. 97-37162 · Filed Aug 4, 1997 · Closed Mar 17, 1998
Role of Live Oak Medical Limited Partnership: Party · Outcome: Case closed 1998-03-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
LIVE OAK LIMITED PARTNERSHIP and Lois Wilhelmina Cardie closed
United States Bankruptcy Court, C.D. California · No. 6:96-bk-27720 · Filed Oct 18, 1996 · Closed Jun 12, 2000
Role of LIVE OAK LIMITED PARTNERSHIP and Lois Wilhelmina Cardie: Party · Outcome: Case closed 2000-06-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Live Oak Management Corp. closed
United States Bankruptcy Court, S.D. California · No. 96-09561 · Filed Jul 15, 1996 · Closed Jul 3, 1997
Role of Live Oak Management Corp.: Party · Outcome: Case closed 1997-07-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Live Oak Inn Limited Partnership closed
United States Bankruptcy Court, M.D. Florida · No. 3:93-bk-03597 · Filed Aug 3, 1993 · Closed Oct 12, 1995
Role of Live Oak Inn Limited Partnership: Party · Outcome: Case closed 1995-10-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
LIVE OAK APARTMENTS INCORPORATED closed
United States Bankruptcy Court, W.D. Oklahoma · No. 93-14460 · Filed Jul 30, 1993 · Closed Nov 4, 1994
Role of LIVE OAK APARTMENTS INCORPORATED: Party · Outcome: Case closed 1994-11-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OK (not the issuer's state)
Live Oak Mining, Inc. closed
United States Bankruptcy Court, S.D. West Virginia · No. 3:92-bk-30467 · Filed Oct 29, 1992 · Closed Mar 21, 1995
Role of Live Oak Mining, Inc.: Party · Outcome: Case closed 1995-03-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in WV (not the issuer's state)
Live Oak Ford Mercury Inc. closed
United States Bankruptcy Court, M.D. Florida · No. 3:92-bk-00214 · Filed Jan 15, 1992 · Closed Mar 24, 1998
Role of Live Oak Ford Mercury Inc.: Party · Outcome: Case closed 1998-03-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Live Oak Land Corporation v. Frazier closed
United States Bankruptcy Court, E.D. California · No. 91-02568 · Filed Dec 23, 1991 · Closed Feb 12, 1992
Role of Live Oak Land Corporation v. Frazier: Party · Outcome: Case closed 1992-02-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Live Oak Press, Inc. closed
United States Bankruptcy Court, D. South Carolina · No. 91-02771 · Filed May 6, 1991 · Closed Dec 9, 1992
Role of Live Oak Press, Inc.: Party · Outcome: Case closed 1992-12-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in SC (not the issuer's state)
LIVE OAK CONSTRUCTION COMPANY, PTSH closed
United States Bankruptcy Court, S.D. Mississippi · No. 87-07517 · Filed Mar 13, 1987 · Closed Dec 15, 1987
Role of LIVE OAK CONSTRUCTION COMPANY, PTSH: Party · Outcome: Case closed 1987-12-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MS (not the issuer's state)
URBAN CONSTRUCTION INC OF LIVE OAK closed matched at sponsor-group level (Live Oak)
United States Bankruptcy Court, N.D. Florida · No. 86-00192 · Filed Nov 3, 1986 · Closed Mar 12, 1991
Role of URBAN CONSTRUCTION INC OF LIVE OAK: Party · Outcome: Case closed 1991-03-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5 differences found between the filings for Live Oak — 2 worth asking about (compared 2 filings on Oct 24, 2026)

Worth asking · Aug 4, 1997 – Jan 26, 2026

23 bankruptcy cases name the subject or team members

Bankruptcy case: Live Oak Rentals, LLC — filed Sep 23, 2024 · Bankruptcy case: Live Oak Investments, LP — filed Sep 12, 2024 · Bankruptcy case: Live Oak Holding, LLC — filed Dec 3, 2013 · Bankruptcy case: Live Oak Parkway, LLC — filed Mar 6, 2018 · Bankruptcy case: Live Oak Frozen Treats, LLC — filed Apr 5, 2018 · and 18 more

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, C.D. California ↗Live Oak — sponsor group page ↗Docket · United States Bankruptcy Court, N.D. California ↗Docket · United States Bankruptcy Court, S.D. California ↗
Sources
Worth asking · May 6, 2008 – May 12, 2026

40 court cases name Live Oak — 20 as defendant

By role: defendant in 20, plaintiff in 16, party in 4. Newest: "Midland Specialty Inc v. LIVE OAK BANKING COMPANY" (District Court, S.D. Florida, May 12, 2026); "Live Oak Pharmacy, Inc. v. Express Scripts, Inc." (District Court, E.D. Missouri, May 6, 2026); "31014 Union City Blvd., LLC v. Live Oak Banking Company" (District Court, N.D. California, May 1, 2026). Some of these are name matches with a match estimate below 95% — check each docket.

What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.

Docket · Midland Specialty Inc v. LIVE OAK BANKING COMPANY ↗Docket · Live Oak Pharmacy, Inc. v. Express Scripts, Inc. ↗Docket · 31014 Union City Blvd., LLC v. Live Oak Banking Company ↗Docket · Live Oak Banking Company v. Hasty Group LLC, The ↗
Sources
Note · Jan 20, 2016 – Feb 5, 2016

Form D filed 16 days after the first sale — Live Oak Resource Partners I,LP

The filing says the first sale was Jan 20, 2016. The Form D was filed Feb 5, 2016 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Feb 5, 2016 ↗Live Oak Resource Partners I,LP — PartnerFacts page ↗
Sources
Note · Jan 20, 2016 – Feb 5, 2016

No amendment in the last 12 months on an offering that may still be open — Live Oak Resource Partners I,LP (latest filing Feb 5, 2016)

The latest filing for this offering is dated Feb 5, 2016 (first sale Jan 20, 2016). It reports $3,700,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Feb 5, 2016 ↗Live Oak Resource Partners I,LP — PartnerFacts page ↗
Sources
Note · Nov 20, 2024

Address on file is a registered agent / shared office — Live Oak III-B SPV, LP

The latest filing lists 4900 Woodway Drive, Suite 825, Houston, TX. That address is used by 6 issuers in our index (6 issuers in 4 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D · Nov 20, 2024 ↗Live Oak III-B SPV, LP — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 2 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Nov 20, 2024 D
Live Oak III-B SPV, LP
File 021-529973
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2016 D
Live Oak Resource Partners I,LP
File 021-256819
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 2 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Live Oak in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗LO Live Oak Resource Partners I,LPshared people, similar issuer namesHOUSTON, TXPooled Investment Fund1$3,700,000
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗LO Live Oak III-B SPV, LPshared people, similar issuer namesHOUSTON, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Nov 20, 2024Live Oak III-B SPV, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 5, 2016Live Oak Resource Partners I,LPDPooled Investment FundIndefinite$3,700,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Nov 20, 2024. Industry history, as reported on each offering's latest filing: All 2 offerings reported: Pooled Investment Fund (2016–2024).

People across the group

NameRolesIssuers hereFirst → last listed
AK Andrew KeeneExecutive Officer2Feb 5, 2016 → Nov 20, 2024
MH Mark HannaExecutive Officer1Nov 20, 2024 → Nov 20, 2024
AH Ashley HendersonExecutive Officer1Nov 20, 2024 → Nov 20, 2024
BM Brandon MeyersExecutive Officer1Feb 5, 2016 → Feb 5, 2016

Business registration (state registry / Secretary of State)

1 of 2 issuers have a matched state registry record — records by status: active 1.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

LIVE OAK RESOURCE PARTNERS (legal name: LORP MANAGEMENT, LP) — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Sep 25, 2026 · SEC file 802-137596 · Main office: HOUSTON, TX · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): www.liveoakrp.com ↗

Item 11 disclosure questions as answered on Form ADV filed Sep 25, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on issuer name = adviser other name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 10:52 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Live Oak as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Live Oak's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #291,500 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: HOUSTON), TX). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Texas re:SearchTX court records ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Texas Secretary of State business search ↗OpenCorporates ↗