0001012975-20-000090.txt : 20200130 0001012975-20-000090.hdr.sgml : 20200130 20200130171744 ACCESSION NUMBER: 0001012975-20-000090 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20200130 DATE AS OF CHANGE: 20200130 EFFECTIVENESS DATE: 20200130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pacific Oak Opportunity Zone Fund I, LLC CENTRAL INDEX KEY: 0001782022 IRS NUMBER: 842164333 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-344012 FILM NUMBER: 20562326 BUSINESS ADDRESS: STREET 1: 11150 SANTA MONICA BOULEVARD STREET 2: SUITE 400 CITY: LOS ANGELES STATE: CA ZIP: 90025 BUSINESS PHONE: 949-698-3327 MAIL ADDRESS: STREET 1: 11150 SANTA MONICA BOULEVARD STREET 2: SUITE 400 CITY: LOS ANGELES STATE: CA ZIP: 90025 D/A 1 primary_doc.xml X0708 D/A LIVE 0001782022 Pacific Oak Opportunity Zone Fund I, LLC 11150 SANTA MONICA BOULEVARD SUITE 400 LOS ANGELES CA CALIFORNIA 90025 949-698-3327 DELAWARE None None Limited Liability Company true 2019 N/A Pacific Oak Opportunity Zone Fund I Manager, LLC 11150 Santa Monica Boulevard Suite 400 Los Angeles CA CALIFORNIA 90025 Executive Officer Promoter Managing member ("Manager") of the Issuer N/A Pacific Oak Capital Advisors, LLC 11150 Santa Monica Boulevard Suite 400 Los Angeles CA CALIFORNIA 90025 Promoter Sponsor of the Issuer Keith D. Hall 11150 Santa Monica Boulevard Suite 400 Los Angeles CA CALIFORNIA 90025 Promoter Managing member of the Sponsor of the Issuer Peter McMillan III 11150 Santa Monica Boulevard Suite 400 Los Angeles CA CALIFORNIA 90025 Promoter Managing member of the Sponsor of the Issuer Ben Aitkenhead 11150 Santa Monica Boulevard Suite 400 Los Angeles CA CALIFORNIA 90025 Promoter Managing Director - Head of Private Placements of the Sponsor of the Issuer Brian Ragsdale 11150 Santa Monica Boulevard Suite 700 Los Angeles CA CALIFORNIA 90025 Promoter Executive VP / Transaction Management of the Sponsor of the Issuer Other Real Estate Decline to Disclose 06b true 0001012975-19-000469 2019-06-26 true true false 0 Arete Wealth Management, LLC 44856 None None 1101 W Lake Street 1st Floor Chicago IL ILLINOIS 60607 All States false Lora Jane Hoff 3175071 Investment Planners, Inc. 18557 10440 N. Central Expressway Suite 1040 Dallas TX TEXAS 75231 TX TEXAS false Timothy Patrick Norton 726982 McDonald Partners LLC 135414 2803 South State Street Ann Arbor MI MICHIGAN 48104 MI MICHIGAN false 250000000 26179705 223820295 Offering amount of $150,000,000, increasing by up to an additional $100,000,000 at the Issuer's discretion. With respect to Item 11, a minimum purchase amount of $250,000 may be waived by the Issuer. false 7 21250000 true 0 Selling commissions of 6%, dealer manager fee of 1% and placement agent fee of 1.5%. These commissions or fees may be waived for certain investors. 1875000 true Upfront fee of up to 0.5% for organization and offering expenses and up to 0.25% for due diligence expenses will be paid to the Manager, and the Manager will reimburse or pay third parties for due diligence expenses. false Pacific Oak Opportunity Zone Fund I, LLC /s/ Ben Aitkenhead Ben Aitkenhead Authorized Signatory 2020-01-30