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RIA / WealthPrivate fundprivate equity fund3(c)(1)dropped

PANATTE, LLC

advised by OAK HARBOR CAPITAL, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:0b2b9e65-b6f4-0cd7-34f8-6c5aeb9f47d2

Data as of Mar 29, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2016 to Mar 29, 2019
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Panatte, LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: OAK HARBOR CAPITAL, LLCCRD 169089
Fund type: Private Equity Fund
Latest reported GAV: $1.1Mgross asset value on Schedule D 7.B(1), as of 2019-03-29; never fund size
Peak reported GAV: $14.9M
Beneficial owners: 4
Minimum investment: $0
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Organised in: Delaware, United States
First reported: Mar 30, 2016
Last reported: Mar 29, 2019fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 5
Fund id: 805-5166016989

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 29, 2019	$1.1M	4	$0	100.0%	yes	PANATTE, LLC
Mar 30, 2018	$7.7M	4	$0	100.0%	yes	PANATTE, LLC
Mar 31, 2017	$5.9M	4	$0	100.0%	yes	PANATTE, LLC
Jul 25, 2016	$14.3M	4	$0	100.0%	yes	PANATTE, LLC
Mar 30, 2016	$14.9M	4	$0	100.0%	yes	PANATTE, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANNER BANK	BANNER BANK	WALLA WALLA	Washington	United States	no	n/a
WASHINGTON FEDERAL	WASHINGTON FEDERAL	Seattle	Washington	United States	no	n/a
WEINSTEIN & RILEY, P.S.	WEINSTEIN & RILEY, P.S.	Seattle	Washington	United States	yes	n/a

Relationships

Advises (1)

← OAK HARBOR CAPITAL, LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Mar 30, 2016 to Mar 29, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b2b9e65-b6f4-0cd7-34f8-6c5aeb9f47d2
First observed: Mar 30, 2016
Last observed: Mar 29, 2019 91 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PANATTE, LLC

advised by OAK HARBOR CAPITAL, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b2b9e65-b6f4-0cd7-34f8-6c5aeb9f47d2

Data as of Mar 29, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 29, 2019

$1.1M

100.0%

yes

PANATTE, LLC

Mar 30, 2018

$7.7M

100.0%

yes

PANATTE, LLC

Mar 31, 2017

$5.9M

100.0%

yes

PANATTE, LLC

Jul 25, 2016

$14.3M

100.0%

yes

PANATTE, LLC

Mar 30, 2016

$14.9M

100.0%

yes

PANATTE, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

BANNER BANK

WALLA WALLA

Washington

United States

n/a

WASHINGTON FEDERAL

Seattle

Washington

United States

n/a

WEINSTEIN & RILEY, P.S.

Seattle

Washington

United States

yes

n/a