0001012975-21-000027.txt : 20210114 0001012975-21-000027.hdr.sgml : 20210114 20210114095832 ACCESSION NUMBER: 0001012975-21-000027 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20210114 DATE AS OF CHANGE: 20210114 EFFECTIVENESS DATE: 20210114 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: 21527687 BUSINESS ADDRESS: STREET 1: 11766 WILSHIRE BLVD. STREET 2: SUITE 1670 CITY: LOS ANGELES STATE: CA ZIP: 90025 BUSINESS PHONE: 949-698-3327 MAIL ADDRESS: STREET 1: 11766 WILSHIRE BLVD. STREET 2: SUITE 1670 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 11766 WILSHIRE BLVD. SUITE 1670 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 11766 Wilshire Blvd. Suite 1670 Los Angeles CA CALIFORNIA 90025 Executive Officer Promoter Managing member ("Manager") of the Issuer N/A Pacific Oak Capital Advisors, LLC 11766 Wilshire Blvd. Suite 1670 Los Angeles CA CALIFORNIA 90025 Promoter Sponsor of the Issuer Keith D. Hall 11766 Wilshire Blvd. Suite 1670 Los Angeles CA CALIFORNIA 90025 Promoter Managing member of the Sponsor of the Issuer Peter McMillan III 11766 Wilshire Blvd. Suite 1670 Los Angeles CA CALIFORNIA 90025 Promoter Managing member of the Sponsor of the Issuer Ben Aitkenhead 11766 Wilshire Blvd Suite 1670 Los Angeles CA CALIFORNIA 90025 Promoter Managing Director - Head of Private Placements of the Sponsor of the Issuer Brian Ragsdale 11766 Wilshire Blvd. Suite 1670 Los Angeles CA CALIFORNIA 90025 Promoter Executive VP / Transaction Management of the Sponsor of the Issuer Other Real Estate Decline to Disclose 06b true 0001012975-20-000090 2019-06-27 true true false 0 Arete Wealth Management, LLC 44856 None None 1115 W. Fulton Market Third Floor Chicago IL ILLINOIS 60607 All States false Pacific Oak Capital Markets, LLC 309350 None None 3200 Park Center Drive Suite 600 Costa Mesa CA CALIFORNIA 92626 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 Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 111 Congress Avenue Suite 1000 Austin TX TEXAS 78701 TX TEXAS false Amr Tenney 5506866 Thornhill Securities, Inc. 22333 111 Congress Avenue Suite 1000 Austin TX TEXAS 78701 TX TEXAS false Ryan Poage 2931221 Purshe Kaplan Sterling Investments 35747 800 W. 47th Street Suite 700 Kansas City MO MISSOURI 64112 FL FLORIDA false 250000000 29805706 220194294 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 9 21250000 true 0 Selling commissions of 6%, dealer manager fee (DMF) of 1% and placement agent fee (PAF) of 1.5%. These commissions or fees may be waived for certain investors. 11875000 true An estimate of dealer manager fees, placement agent fees, upfront fees for O&O expenses and due diligence expenses and acquisition fees(assuming no debt or other sources), each of which may be directly paid or indirectly benefit one or more related person false Pacific Oak Opportunity Zone Fund I, LLC /s/ Ben Aitkenhead Ben Aitkenhead Authorized Signatory 2021-01-14