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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:22 AM ET

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DH
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Daniel Hellams

Named as an officer, director or promoter on SEC Form D filings · NC, GA · Mar 23, 2011 → Jul 13, 2018

6deals (issuers)
$48.6Mreported sold
174investors
16Form D filings
2011–2018years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 3:02 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Daniel Hellams is listed as an executive officer and promoter on 16 SEC Form D filings by 6 issuers between Apr 2009 and Aug 2026. Largest by amount reported sold: Oak Fund VI, LLC (Augusta, GA — commercial — 2022–2026; $26.8M reported sold to 75 investors), Oak Opportunity Investments, LLC (Augusta, GA — commercial — 2010–2011; $12.8M reported sold to 67 investors), Oak Fund III, LLC (Augusta, GA — other real estate — 2012–2013; $9.03M reported sold to 32 investors), Oak Fund V, LLC (Augusta, GA — commercial — 2018), Oak Fund IV, LLC (Augusta, GA — other real estate — 2014) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer and promoter, over about 17 years. Across those companies the filings report $48.6M sold in total.

Listed alongside Victor J. Mills (16 shared filings), C. Mark Senn (13 shared filings), Oak Capital VI, LLC (5 shared filings, management entity), Matthew D Mills (3 shared filings), Mark Oak Capital II, (2 shared filings, management entity) and 1 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Daniel. Each name links to their own page.

All 6 issuers belong to the sponsor group Oak (8 issuers, $52.3M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Oak has 8 companies on file and $52.3M reported sold in total — the group page shows the whole track record in one place.

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) — 2 court cases matching the name, 2 bankruptcy cases matching the name listed in Key records below.

What this means 4 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 16 public filings for Daniel Hellams and found 7 differences, 2 worth asking the sponsor about: Daniel Hellams appears on 3 deals that stopped filing before reaching their target; Form D filed 82 days after the first sale; 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 Daniel Hellams has not run yet — it is #492 of 31,685 in line; 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: 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

2 cases: 1 open, 1 dismissed

Hellams v. VisionQuest National, LTD. open
District Court, E.D. Pennsylvania · No. 2:23-cv-01704 · Filed May 4, 2023
Role of Hellams: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 6 federal dockets); surname only in the caption; court in PA (not a filing state)
Hellams v. Aeroquip-Vickers Inc dismissed
District Court, D. South Carolina · No. 8:00-cv-00644 · Filed Feb 25, 2000 · Closed Mar 30, 2000 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Hellams: Plaintiff · Outcome: Terminated 2000-03-30 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 6 federal dockets); surname only in the caption; court in SC (not a filing 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, 3:02 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 Daniel Hellams..

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

2 cases: 2 closed (disposition not in docket feed)

James Edward Nelson and Amber Hellams Nelson closed
United States Bankruptcy Court, S.D. Georgia · No. 12-20599 · Filed May 25, 2012 · Closed Oct 16, 2012
Role of James Edward Nelson and Amber Hellams Nelson: Debtor · Outcome: Case closed 2012-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 6 federal dockets); different first name (amber); court in the person's filing state (GA)
Nicole Hellams Williams closed
United States Bankruptcy Court, D. New Jersey · No. 02-38024 · Filed Jul 19, 2002 · Closed Oct 28, 2002
Role of Nicole Hellams Williams: Debtor · Outcome: Case closed 2002-10-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 6 federal dockets); different first name (nicole); court in NJ (not a filing 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, 3:02 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

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

7 differences found between the filings for Daniel Hellams — 2 worth asking about (compared 16 filings on Oct 24, 2026)

Worth asking · May 19, 2009 – Jul 13, 2018

Daniel Hellams appears on 3 deals that stopped filing before reaching their target

Oak Fund V, LLC (last filing Jul 13, 2018; $0 sold of $50,000,000); Oak Fund IV, LLC (last filing Nov 14, 2014; $0 sold of $10,000,000); Oak Opportunity Fund, LLC (last filing May 19, 2009; $0 sold of $50,000,000). 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.

Oak Fund V, LLC — PartnerFacts page ↗Oak Fund IV, LLC — PartnerFacts page ↗Oak Opportunity Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · May 21, 2010 – Aug 11, 2010

Form D filed 82 days after the first sale — Oak Opportunity Investments, LLC

The filing says the first sale was May 21, 2010. The Form D was filed Aug 11, 2010 — 82 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 67 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 · Aug 11, 2010 ↗Oak Opportunity Investments, LLC — PartnerFacts page ↗
Sources
Note · Nov 20, 2012 – Feb 19, 2013

No amendment in the last 12 months on an offering that may still be open — Oak Fund III, LLC (latest filing Feb 19, 2013)

The latest filing for this offering is dated Feb 19, 2013 (first sale Nov 20, 2012). It reports $9,025,000 sold of $10,000,000 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.

Form D/A · Feb 19, 2013 ↗Oak Fund III, LLC — PartnerFacts page ↗
Sources
Note · May 21, 2010 – May 5, 2011

No amendment in the last 12 months on an offering that may still be open — Oak Opportunity Investments, LLC (latest filing May 5, 2011)

The latest filing for this offering is dated May 5, 2011 (first sale May 21, 2010). It reports $12,825,000 sold of $15,000,000 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.

Form D/A · May 5, 2011 ↗Oak Opportunity Investments, LLC — PartnerFacts page ↗
Sources
Note · Aug 11, 2010 – Mar 23, 2011

Offering amount changed between filings — Oak Opportunity Investments, LLC

The Aug 11, 2010 filing says $10,000,000 offered; the Mar 23, 2011 Form D/A says $15,000,000.

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.

Form D (earlier) · Aug 11, 2010 ↗Form D/A (later) · Mar 23, 2011 ↗Oak Opportunity Investments, LLC — PartnerFacts page ↗
Sources
Note · Apr 23, 2009 – Mar 23, 2011

Daniel Hellams is written 2 different ways on the filings

listed as "Daniel F Hellams" on 9 filings (from Apr 23, 2009), and "Daniel Hellams" on 7 filings (from Mar 23, 2011).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Apr 23, 2009 ↗Form D/A · Mar 23, 2011 ↗Daniel Hellams — PartnerFacts page ↗
Sources
Note · Apr 23, 2009 – Aug 4, 2026

Daniel Hellams is listed with 2 different address states: NC, GA

NC on 3 filings (Apr 23, 2009 to May 19, 2009); GA on 13 filings (Aug 11, 2010 to Aug 4, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · Apr 23, 2009 ↗Form D · Aug 11, 2010 ↗
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

0 of 6 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 4, 2026 D/A
Oak Fund VI, LLC
File 021-454993
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2018 D
Oak Fund V, LLC
File 021-316788
$0$0$0None listed on this filingEDGAR ↗
Nov 14, 2014 D
Oak Fund IV, LLC
File 021-228327
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2013 D/A
Oak Fund III, LLC
File 021-187639
$0$0$0None listed on this filingEDGAR ↗
May 5, 2011 D/A
Oak Opportunity Investments, LLC
File 021-146241
$0$0$0None listed on this filingEDGAR ↗
May 19, 2009 D/A
Oak Opportunity Fund, LLC
File 021-130444
$0$0$0 (est.)none no CRD number reportedEDGAR ↗
How this is counted

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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 6

Every issuer that named Daniel Hellams on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

OF
Commercial · group: Oak

Oak Fund VI, LLC

Augusta, GA · Aug 5, 2022 → Aug 4, 2026 · 5 filings
  • Aug 4, 2026 · D/A · $26,785,000 sold of $50,000,000 · 75 investors · min. $100,000 · role: Executive Officer, Promoter (President and CEO of Manager) EDGAR ↗
  • Aug 22, 2025 · D/A · $25,485,000 sold of $50,000,000 · 72 investors · min. $100,000 · role: Executive Officer, Promoter (President and CEO of Manager) EDGAR ↗
  • Aug 13, 2024 · D/A · $24,300,000 sold of $50,000,000 · 72 investors · min. $100,000 · role: Executive Officer, Promoter (President and CEO of Manager) EDGAR ↗
  • Sep 7, 2023 · D/A · $21,520,000 sold of $50,000,000 · 69 investors · min. $100,000 · role: Executive Officer, Promoter (President and CEO of Manager) EDGAR ↗
  • Aug 5, 2022 · D · $0 sold of $50,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Promoter (President and CEO of Manager) EDGAR ↗

Raised $26.8M from 75 investors (54% of the $50M target) as of the latest filing. Daniel is listed as executive officer, promoter on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 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.

OF
Commercial · group: Oak

Oak Fund V, LLC

Augusta, GA · Jul 13, 2018
  • Jul 13, 2018 · D · $0 sold of $50,000,000 · 0 investors · min. $100,000 · role: Executive Officer (President and CEO of Manager) EDGAR ↗

No sales reported yet as of the latest filing. Daniel is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 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.

OF
Other Real Estate · group: Oak

Oak Fund IV, LLC

Augusta, GA · Nov 14, 2014
  • Nov 14, 2014 · D · $0 sold of $10,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Daniel is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 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.

OF
Other Real Estate · group: Oak

Oak Fund III, LLC

Augusta, GA · Nov 29, 2012 → Feb 19, 2013 · 3 filings
  • Feb 19, 2013 · D/A · $9,025,000 sold of $10,000,000 · 32 investors · min. $100,000 · role: Executive Officer, Promoter (President and Chief Executive Officer of the Manager) EDGAR ↗
  • Dec 27, 2012 · D/A · $3,250,000 sold of $10,000,000 · 8 investors · min. $100,000 · role: Executive Officer, Promoter (President and Chief Executive Officer of the Manager) EDGAR ↗
  • Nov 29, 2012 · D · $250,000 sold of $10,000,000 · 1 investors · min. $100,000 · role: Executive Officer, Promoter (President and Chief Executive Officer of the Manager) EDGAR ↗

Raised $9.03M from 32 investors (90% of the $10M target) as of the latest filing. Daniel is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

OO
Commercial · group: Oak

Oak Opportunity Investments, LLC

Augusta, GA · Aug 11, 2010 → May 5, 2011 · 3 filings
  • May 5, 2011 · D/A · $12,825,000 sold of $15,000,000 · 67 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Mar 23, 2011 · D/A · $10,100,000 sold of $15,000,000 · 56 investors · min. $50,000 · role: Executive Officer (President and CEO of the Manager) EDGAR ↗
  • Aug 11, 2010 · D · $5,725,000 sold of $10,000,000 · 20 investors · min. $50,000 · role: Executive Officer (President and CEO of the Manager) EDGAR ↗

Raised $12.8M from 67 investors (86% of the $15M target) as of the latest filing. Daniel is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

OO
Other Real Estate · group: Oak

Oak Opportunity Fund, LLC

Charlotte, NC · Apr 23, 2009 → May 19, 2009 · 3 filings
  • May 19, 2009 · D/A · $0 sold of $50,000,000 · 0 investors · min. $200,000 · role: Executive Officer (Executive officer of manager) EDGAR ↗
  • Apr 28, 2009 · D/A · $0 sold of $50,000,000 · 0 investors · min. $200,000 · role: Executive Officer (Executive officer of manager) EDGAR ↗
  • Apr 23, 2009 · D · $0 sold of $50,000,000 · 0 investors · min. $200,000 · role: Executive Officer (Executive officer of manager) EDGAR ↗

No sales reported yet as of the latest filing. Daniel is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around Daniel 6

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

OC
Management entity

Oak Capital VI, LLC

Promoter · 5 shared filings (1 issuer)

Listed on the same filings as Daniel Hellams. Their page shows their other deals.

MO
Management entity

Mark Oak Capital II,

Director · 2 shared filings (1 issuer)

Listed on the same filings as Daniel Hellams. Their page shows their other deals.

VM
No photo found yet (own website and image search run after this page is viewed)
Person

Victor J. Mills

Director, Executive Officer, Promoter · 16 shared filings (6 issuers) · also on 2 other issuers

Victor J. Mills is on 8 issuers in total — a repeat sponsor. Their page lists every one.

CS
No photo found yet (own website and image search run after this page is viewed)
Person

C. Mark Senn

Executive Officer, Promoter · 13 shared filings (5 issuers) · also on 2 other issuers

C. Mark Senn is on 7 issuers in total — a repeat sponsor. Their page lists every one.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

Matthew D Mills

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Daniel Hellams. Their page shows their other deals.

The team behind the deals

O
Sponsor group

Oak

8 issuers · 18 filings · $52.3M reported sold · 2009–2026

One team, 8 deal companies. Daniel Hellams is listed on 6 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Daniel Hellams.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. 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); 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).

Adviser registration (Form ADV)

None of the 6 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Daniel Hellams by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Daniel Hellams is listed on: none on file. No website or social profile named in Oak Opportunity Investments, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #351,764 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Augusta, GA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗North Carolina eCourts portal ↗Georgia state courts — find the court ↗

Securities regulators

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

Business registries

North Carolina Secretary of State business search ↗Georgia Secretary of State business search ↗OpenCorporates ↗

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