What amount sold does Okabena Partnership JL report in Form D filings?

The latest linked filings report $54.5M sold across 1 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Okabena Partnership JL's most recent SEC filing?

Okabena Partnership JL's most recent Form D filing was on 2026-03-06.

How many investors does Okabena Partnership JL have?

The most recent Form D filing lists 33 investor(s).

Okabena Partnership JL

CIK: 0001544753·Pooled Investment Fund·MINNEAPOLIS, MN·Limited Liability Company

Reported Sold

$54,482,610

Total Filings

Identified Offerings

Last Filed

Mar 6, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Mar 6, 2026Form D/A — Amendment

Reported sold: $54,482,610 · Target: Indefinite

Rule 506(b)·33 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Mar 24, 2025Form D/A — Amendment

Reported sold: $53,084,629 · Target: Indefinite

Rule 506(b)·32 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Mar 22, 2024Form D/A — Amendment

Reported sold: $52,881,029 · Target: Indefinite

Rule 506(b)·32 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Mar 22, 2023Form D/A — Amendment

Reported sold: $52,761,030 · Target: Indefinite

Rule 506(b)·30 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Mar 22, 2022Form D/A — Amendment

Reported sold: $52,631,829 · Target: Indefinite

Rule 506(b)·30 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Mar 22, 2021Form D/A — Amendment

Reported sold: $52,571,829 · Target: Indefinite

Rule 506(b)·29 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Mar 20, 2020Form D/A — Amendment

Reported sold: $52,485,229 · Target: Indefinite

Rule 506(b)·29 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Mar 22, 2019Form D/A — Amendment

Reported sold: $52,187,029 · Target: Indefinite

Rule 506(b)·28 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Mar 22, 2018Form D/A — Amendment

Reported sold: $52,141,229 · Target: Indefinite

Rule 506(b)·26 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Mar 22, 2017Form D/A — Amendment

Reported sold: $42,950,718 · Target: Indefinite

Rule 506(b)·26 investors·Section 3(c)(1), Section 3(c)

Changed: Reported amount sold, Reported investors

Mar 24, 2016Form D/A — Amendment

Reported sold: $40,578,249 · Target: Indefinite

Rule 506(b)·24 investors·Section 3(c)(1), Section 3(c)

Changed: Reported amount sold, Reported investors

Mar 26, 2015Form D/A — Amendment

Reported sold: $36,550,644 · Target: Indefinite

Rule 506(b)·22 investors·Section 3(c), Section 3(c)(1)

Jan 20, 2015Form D/A — Amendment

Reported sold: $36,550,644 · Target: Indefinite

Rule 506(b)·22 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Jun 25, 2014Form D/A — Amendment

Reported sold: $33,134,844 · Target: Indefinite

Rule 506(b)·22 investors·Section 3(c), Section 3(c)(1)

Changed: Reported investors

Mar 26, 2014Form D/A — Amendment

Reported sold: $33,134,844 · Target: Indefinite

Rule 506(b)·19 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Exemptions

Mar 27, 2013Form D/A — Amendment

Reported sold: $28,975,544 · Target: Indefinite

Rule 506·19 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Mar 28, 2012Form D — New notice

Reported sold: $28,103,065 · Target: Indefinite

Rule 506·19 investors·Section 3(c), Section 3(c)(1)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

94%

Latest reported sold across 1 identified offering

$54,482,610

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Okabena Investment Services, Inc. Okabena Investment Services, Inc.

Related Person

Appears on 15 filings

Scott M. Russett

Related Person

Appears on 10 filings

Douglas A. Neimann

Related Person

Appears on 9 filings

Sherry Van Zee

Related Person

Appears on 6 filings

Tobin Jackson Dayton

Related Person

Appears on 5 filings

Scott Michael Russett

Related Person

Appears on 5 filings

James Heywood Field

Related Person

Appears on 5 filings

Thomas Butler Doran

Related Person

Appears on 5 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Mar 6, 2026	Amendment	Indefinite	$54,482,610	33
Mar 24, 2025	Amendment	Indefinite	$53,084,629	32
Mar 22, 2024	Amendment	Indefinite	$52,881,029	32
Mar 22, 2023	Amendment	Indefinite	$52,761,030	30
Mar 22, 2022	Amendment	Indefinite	$52,631,829	30
Mar 22, 2021	Amendment	Indefinite	$52,571,829	29
Mar 20, 2020	Amendment	Indefinite	$52,485,229	29
Mar 22, 2019	Amendment	Indefinite	$52,187,029	28
Mar 22, 2018	Amendment	Indefinite	$52,141,229	26
Mar 22, 2017	Amendment	Indefinite	$42,950,718	26
Mar 24, 2016	Amendment	Indefinite	$40,578,249	24
Mar 26, 2015	Amendment	Indefinite	$36,550,644	22
Jan 20, 2015	Amendment	Indefinite	$36,550,644	22
Jun 25, 2014	Amendment	Indefinite	$33,134,844	22
Mar 26, 2014	Amendment	Indefinite	$33,134,844	19
Mar 27, 2013	Amendment	Indefinite	$28,975,544	19
Mar 28, 2012	New	Indefinite	$28,103,065	19

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Armatus Market Neutral Fund, LLC

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 28, 2026