Sponsor Check › Sponsor group
One sponsor team, 13 deal companies · Evanston, IL
Grouped because: 6 shared people, same business address (12 issuers), similar issuer names (10) (automatic match from the filings) · not the same sponsor?
Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jan 21, 2025 · 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
Silver Oak is a sponsor group of 13 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, same person name on both filings; automatic match from the filings), filing 17 Form D filings between Feb 2010 and Jan 2025.
What this means One team, 13 deal companies, about 15 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: $327.4M to 104 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (10), "Other" (1), Investing (1), Other Health Care (1). Issuers are based in IL (12), TN (1).
What this means $327.4M raised across the group, about $3.15M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.
Principal people: Daniel M. Gill (12 issuers, executive officer, director, and promoter), Gregory Barr (9 issuers, executive officer, director, and promoter), Jeffrey Mann (5 issuers, executive officer, director, and promoter), Wade D. Glisson (5 issuers, executive officer, director, and promoter), Barry Tanner (2 issuers, director) and 14 more.
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 Jan 21, 2025.
What this means No new raise filed in the past year.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 4 court cases matching the name, 8 bankruptcy cases matching the name listed in Key records below.
What this means 12 records came back, including 1 court case 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 17 public filings for Silver Oak and found 14 differences, 7 worth asking the sponsor about: Bankruptcy case: Silver Oak Management Group LLC; Bankruptcy case: Silver Oak Leasing Inc; 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.
Community search for Silver Oak has not run yet — it is joining a line of 24,359 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.
Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).
Five things investors ask first. Items still in human review are counted, not shown.
4 cases: 1 open, 3 closed (disposition not in docket feed)
Contract: Other· Cause:
28:1330 Breach of Contract
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.
None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)
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 Silver Oak..
State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).
8 cases: 8 closed (disposition not in docket feed)
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.
No comparisons published
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.
14 differences found between the filings for Silver Oak — 7 worth asking about (compared 17 filings on Oct 24, 2026)
United States Bankruptcy Court, N.D. Texas docket "Silver Oak Management Group LLC" filed Sep 11, 2025, closed Feb 11, 2026. Silver Oak is listed as Debtor ("Silver Oak Management Group LLC"). Our match estimate: 40%.
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.
United States Bankruptcy Court, C.D. California docket "Silver Oak Leasing Inc" filed Jan 30, 2012, closed Feb 21, 2019. Silver Oak is listed as Debtor ("Silver Oak Leasing Inc"). Our match estimate: 40%.
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.
United States Bankruptcy Court, C.D. California docket "Cardenas v. Silver Oak Leasing Inc" filed Aug 20, 2015, closed Feb 23, 2017. Silver Oak is listed as Defendant ("Silver Oak Leasing Inc"). Our match estimate: 40%.
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.
By role: defendant in 3. Newest: "Perrin v. Silver Oak Development Company, LP" (District Court, D. Nevada, Mar 10, 2026); "Clarke v. Silver-Oak Freight LLC" (District Court, D. Oregon, Apr 7, 2023); "Baker v. Silver Oak Senior Living Management Co LC" (District Court, W.D. Oklahoma, Feb 3, 2012). 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.
The Sep 26, 2012 Form D/A reports $87,750,000 sold and $24,000,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Estimated aggregate amount of management fees for the first six years assuming that the total offering amount is sold; the Issuer will continue to pay management fees thereafter.".
What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.
The Jul 19, 2012 Form D/A reports $87,750,000 sold and $24,000,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Estimated aggregate amount of management fees for the first six years assuming that the total offering amount is sold; the Issuer will continue to pay management fees thereafter.".
What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.
SILVER OAK CCS SPV, L.P. (last filing Dec 20, 2021; $0 sold of $35,000,000); SILVER OAK SERVICES PARTNERS IV, L.P. (last filing Apr 29, 2019; $0 sold of $500,000,000); SILVER OAK SERVICES PARTNERS IV-A, L.P. (last filing Apr 29, 2019; $0 sold of $500,000,000); SILVER OAK SERVICES PARTNERS III, L.P. (last filing Feb 22, 2016; $0 sold of $300,000,000); SILVER OAK SERVICES PARTNERS III-A, L.P. (last filing Feb 22, 2016; $0 sold of $300,000,000); SILVER OAK SERVICES PARTNERS II, L.P. (last filing Sep 26, 2012; $87,750,000 sold of $200,000,000). Each has no filing in more than two years and reported under half its target sold.
What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.
The address on file, 1560 Sherman Avenue, Suite 1200, Evanston, IL, is used by 18 issuers in our index across 2 sponsor groups; 11 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.
What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.
The filing says the first sale was Jun 24, 2019. The Form D was filed Jul 18, 2019 — 24 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 9 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.
The filing says the first sale was Jul 3, 2017. The Form D was filed Jul 20, 2017 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 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.
The latest filing for this offering is dated Sep 26, 2012 (first sale Jul 20, 2011). It reports $87,750,000 sold of $200,000,000 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.
The Sep 2, 2015 filing says $500,000 offered; the Oct 6, 2015 Form D/A says $520,000.
What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.
DANIEL M. GILL is written 2 different ways on the filings · JEFFREY MANN is written 2 different ways on the filings · WADE D. GLISSON is written 2 different ways on the filings · GREGORY BARR is written 2 different ways on the filings
What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.
IL (12), TN (1).
What this means The same team filing from more than one place can mean an office move or deals held by different entities. Ask where the sponsor actually operates.
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.
1 of 14 offerings reports sales commissions totalling $576,000; 2 report finder's fees totalling $4,750,000; 1 reports proceeds to related persons totalling $24,000,000. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Jan 21, 2025 D SILVER OAK CROWN SPV, L.P. File 021-535804 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials. | JEFFERIES LLC BrokerCheck CRD 2347 ↗ | EDGAR ↗ |
| Aug 10, 2023 D SILVER OAK VELOCITY SPV, L.P. File 021-489410 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials. | JEFFERIES LLC BrokerCheck CRD 2347 ↗ | EDGAR ↗ |
| Dec 20, 2021 D SILVER OAK CCS SPV, L.P. File 021-425775 | $0 (est.) | $0 | $0 (est.) The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's partnership agreement. | None listed on this filing | EDGAR ↗ |
| Jul 18, 2019 D Integrated Oncology Network Holdco, LLC File 021-344615 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 29, 2019 D SILVER OAK SERVICES PARTNERS IV, L.P. File 021-338371 | $0 (est.) | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | FORUM CAPITAL SECURITIES, L.L.C. BrokerCheck CRD 113855 ↗ | EDGAR ↗ |
| Apr 29, 2019 D SILVER OAK SERVICES PARTNERS IV-A, L.P. File 021-338372 | $0 (est.) | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | FORUM CAPITAL SECURITIES, L.L.C. BrokerCheck CRD 113855 ↗ | EDGAR ↗ |
| Jul 20, 2017 D Redwood Management Holdings, LLC File 021-291121 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Feb 22, 2016 D SILVER OAK SERVICES PARTNERS III-A, L.P. File 021-257865 | $0 (est.) | $2,375,000 | $0 (est.) The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's limited partnership agreement. | FORUM CAPITAL SECURITIES, LLC BrokerCheck CRD 113855 ↗ | EDGAR ↗ |
| Feb 22, 2016 D SILVER OAK SERVICES PARTNERS III, L.P. File 021-257866 | $0 (est.) | $2,375,000 | $0 (est.) The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's limited partnership agreement. | FORUM CAPITAL SECURITIES, LLC BrokerCheck CRD 113855 ↗ | EDGAR ↗ |
| Oct 6, 2015 D/A HERO DVO INVESTOR, LLC File 021-246850 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Feb 20, 2015 D HERO DVO HOLDINGS, LLC File 021-234441 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Feb 20, 2015 D HERO DVO INVESTOR, LLC File 021-234443 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 26, 2012 D/A SILVER OAK SERVICES PARTNERS II, L.P. File 021-163235 | $576,000 (est.) | $0 (est.) | $24,000,000 (est.) Estimated aggregate amount of management fees for the first six years assuming that the total offering amount is sold; the Issuer will continue to pay management fees thereafter. | FORUM CAPITAL SECURITIES, LLC BrokerCheck CRD 113855 ↗ | EDGAR ↗ |
| Feb 18, 2010 D NDC Holdco LLC File 021-138834 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
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 13 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Silver Oak in the sources searched.
Not found in sources searched as of Oct 24, 2026, 7:34 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 2013–2026) — 754,818 records, loaded Oct 24, 2026, 7:34 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM 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) — 294,950 records, loaded Oct 23, 2026, 8:58 PM 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 2013–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); 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); Cook County IL (assessor ownership and deed/sale records, 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, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), 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: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:34 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 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.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | NH NDC Holdco LLC | shared people | NASHVILLE, TN | Other | 1 | $23,600,000 | 9 | No minimum reported | 2010–2010 |
| EDGAR ↗ | SO SILVER OAK SERVICES PARTNERS II, L.P. | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 3 | $87,750,000 | 42 | No minimum reported | 2011–2012 |
| EDGAR ↗ | HD HERO DVO HOLDINGS, LLC | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 1 | $76,750,000 offering $76,750,000 · similar: $155,000–$5,250,000 | 3 similar: 4–27 | $3,800,000 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | HD HERO DVO INVESTOR, LLC | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 3 | $50,321,000 offering $520,000 · similar: $155,000–$5,250,000 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | SO SILVER OAK SERVICES PARTNERS III-A, L.P. | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 1 | $0 offering $300,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | SO SILVER OAK SERVICES PARTNERS III, L.P. | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 1 | $0 offering $300,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | RM Redwood Management Holdings, LLC | shared people, same person name on both filings, same business address | EVANSTON, IL | Investing | 1 | $68,950,000 offering $68,950,000 · similar: $763,000–$10,000,000 | 17 similar: 4–23 | $100,000 similar: $10,000–$78,388 | 2017–2017 |
| EDGAR ↗ | SO SILVER OAK SERVICES PARTNERS IV-A, L.P. | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 1 | $0 offering $500,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | SO SILVER OAK SERVICES PARTNERS IV, L.P. | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 1 | $0 offering $500,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | IO Integrated Oncology Network Holdco, LLC | shared people, same person name on both filings, same business address | EVANSTON, IL | Other Health Care | 1 | $69,874,354 offering $69,874,354 · similar: $829,831–$9,999,998 | 17 similar: 2–15 | No minimum reported similar: $10,000–$54,310 | 2019–2019 |
| EDGAR ↗ | SO SILVER OAK CCS SPV, L.P. | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 1 | $0 offering $35,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | SO SILVER OAK VELOCITY SPV, L.P. | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | SO SILVER OAK CROWN SPV, L.P. | shared people, same business address, similar issuer names | EVANSTON, IL | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Investing / 506(b) (2,521 filings); Other Health Care / 506(b) (4,189 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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Jan 21, 2025 | SILVER OAK CROWN SPV, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 10, 2023 | SILVER OAK VELOCITY SPV, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 20, 2021 | SILVER OAK CCS SPV, L.P. | D | Pooled Investment Fund | $35,000,000 | $0 |
| EDGAR ↗ | Jul 18, 2019 | Integrated Oncology Network Holdco, LLC | D | Other Health Care | $69,874,354 | $69,874,354 |
| EDGAR ↗ | Apr 29, 2019 | SILVER OAK SERVICES PARTNERS IV-A, L.P. | D | Pooled Investment Fund | $500,000,000 | $0 |
| EDGAR ↗ | Apr 29, 2019 | SILVER OAK SERVICES PARTNERS IV, L.P. | D | Pooled Investment Fund | $500,000,000 | $0 |
| EDGAR ↗ | Jul 20, 2017 | Redwood Management Holdings, LLC | D | Investing | $68,950,000 | $68,950,000 |
| EDGAR ↗ | Feb 22, 2016 | SILVER OAK SERVICES PARTNERS III, L.P. | D | Pooled Investment Fund | $300,000,000 | $0 |
| EDGAR ↗ | Feb 22, 2016 | SILVER OAK SERVICES PARTNERS III-A, L.P. | D | Pooled Investment Fund | $300,000,000 | $0 |
| EDGAR ↗ | Oct 6, 2015 | HERO DVO INVESTOR, LLC | D/A | Pooled Investment Fund | $520,000 | $520,000 |
| EDGAR ↗ | Sep 2, 2015 | HERO DVO INVESTOR, LLC | D | Pooled Investment Fund | $500,000 | $500,000 |
| EDGAR ↗ | Feb 20, 2015 | HERO DVO INVESTOR, LLC | D | Pooled Investment Fund | $50,321,000 | $50,321,000 |
| EDGAR ↗ | Feb 20, 2015 | HERO DVO HOLDINGS, LLC | D | Pooled Investment Fund | $76,750,000 | $76,750,000 |
| EDGAR ↗ | Sep 26, 2012 | SILVER OAK SERVICES PARTNERS II, L.P. | D/A | Pooled Investment Fund | $200,000,000 | $87,750,000 |
| EDGAR ↗ | Jul 19, 2012 | SILVER OAK SERVICES PARTNERS II, L.P. | D/A | Pooled Investment Fund | $200,000,000 | $87,750,000 |
| EDGAR ↗ | Jul 20, 2011 | SILVER OAK SERVICES PARTNERS II, L.P. | D | Pooled Investment Fund | $200,000,000 | $0 |
| EDGAR ↗ | Feb 18, 2010 | NDC Holdco LLC | D | Other | $23,600,000 | $23,600,000 |
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 Jan 21, 2025. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2010), Pooled Investment Fund (2011–2016), Investing (2017), Pooled Investment Fund (2019), Other Health Care (2019). Latest offering: Pooled Investment Fund (2021–2025; most recent Jan 21, 2025).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| DG DANIEL M. GILL | Executive Officer, Promoter, Director | 12 | Jul 20, 2011 → Jan 21, 2025 |
| GB GREGORY BARR | Director, Executive Officer, Promoter | 9 | Feb 18, 2010 → Jan 21, 2025 |
| WG WADE D. GLISSON | Director, Executive Officer, Promoter | 5 | Feb 18, 2010 → Jul 18, 2019 |
| JM JEFFREY MANN | Executive Officer, Promoter, Director | 5 | Feb 18, 2010 → Feb 22, 2016 |
| BT Barry Tanner | Director | 2 | Jul 20, 2017 → Jul 18, 2019 |
| DF DAVID A FRIEDMAN | Director | 2 | Feb 20, 2015 → Oct 6, 2015 |
| GI Grant Ingersoll | Director | 1 | Jul 18, 2019 → Jul 18, 2019 |
| JG Jeffrey Goffman | Director | 1 | Jul 18, 2019 → Jul 18, 2019 |
| DF David Friedman | Director, Promoter | 1 | Jul 20, 2017 → Jul 20, 2017 |
| MD Mark A Bouchillon, Dr. | Director | 1 | Jul 20, 2017 → Jul 20, 2017 |
| TS Tom Sawicki | Director | 1 | Jul 20, 2017 → Jul 20, 2017 |
| JD Jeffrey Solomon, Dr. | Director | 1 | Jul 20, 2017 → Jul 20, 2017 |
| RM RON MONTANO | Executive Officer, Director | 1 | Feb 20, 2015 → Feb 20, 2015 |
| BL BRETT LEYH | Director | 1 | Feb 20, 2015 → Feb 20, 2015 |
| DB DAVID W. BORNHOEFT | Executive Officer, Promoter | 1 | Jul 20, 2011 → Sep 26, 2012 |
| TA Ted Almon | Director | 1 | Feb 18, 2010 → Feb 18, 2010 |
| MS Mark T. Seitz | Executive Officer, Director | 1 | Feb 18, 2010 → Feb 18, 2010 |
| MR Mike Racioppi | Director | 1 | Feb 18, 2010 → Feb 18, 2010 |
| SC Scott Craighead | Executive Officer | 1 | Feb 18, 2010 → Feb 18, 2010 |
Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Silver Oak.
No Meta Pixel ids or Facebook / Instagram page links on file for Silver 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.
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.
No website or social profile named in Silver Oak's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #337,193 of 374,652 in line (1,218 issuers searched so far). One-tap searches: Look further ↓
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