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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

OAK CIRCLE CAPITAL PARTNERS LLC

CRD 164639

NEW YORK, NY

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Search this name across graphsid dfx:ria:5e98d211-2e90-16d1-33cf-30d123c09ec6

Data as of Mar 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 1
Observed: Oct 22, 2012 to Mar 29, 2017
8 observations

Across DFX

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

Real Estate Fundsidentity

OAK Circle Capital Partners LLC

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $897MItem 5.F on the latest filing (2017-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $897M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 2
Accounts: 1
SEC number: 801-77294
CRD: 164639
Filings on the tape: 8
First filed: Oct 22, 2012
Latest filed: Mar 29, 2017
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FIVE OAKS INVESTMENT CORP.	Real Estate Fund	$75.0M	Jul 13, 2012	6	Jul 13, 2012	dropped	021-178729

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUMEDER, GEORGE	Manager	Na	yes	03/2012	Oct 22, 2012	Mar 29, 2017
BURKE, THOMAS, BRENNAN	Manager	Na	yes	03/2012	Oct 22, 2012	Mar 29, 2017
CARROLL, DAVID, CLARKE	MANAGER / CHIEF EXECUTIVE OFFICER	B	yes	03/2012	Oct 22, 2012	Mar 29, 2017
CHONG, KIAN, FUI	MANAGER / CHIEF INVESTMENT OFFICER	B	yes	03/2012	Oct 22, 2012	Mar 29, 2017
COMISSO, DARREN, LOUIS	MANAGER / DIRECTOR OF CLIENT SERVICE AND MARKETING	B	yes	03/2012	Oct 22, 2012	Mar 29, 2017
EXEL HOLDINGS LIMITED	Parent	E	yes	06/2016	Oct 22, 2012	Mar 29, 2017
OSTON, DAVID	MANAGER / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER	B	yes	03/2012	Oct 22, 2012	Mar 29, 2017
X.L. AMERICA, INC.	Parent	E	yes	07/1998	Oct 22, 2012	Mar 29, 2017
XL BERMUDA LTD	Parent	E	yes	06/2016	Mar 29, 2017	Mar 29, 2017
XL FINANCIAL HOLDINGS (IRELAND) LIMITED	Parent	E	yes	04/2005	Oct 22, 2012	Mar 29, 2017
XL GLOBAL, INC.	Member	C	yes	03/2012	Oct 22, 2012	Mar 29, 2017
XL GROUP LTD	Parent	E	yes	08/2016	Mar 29, 2017	Mar 29, 2017
XLIT LTD.	Parent	E	yes	10/2016	Oct 22, 2012	Mar 29, 2017

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 29, 2017	$897M	$897M	11	2	n/a	n/a	n/a
2015	Mar 30, 2016	$175M	$175M	14	2	n/a	n/a	n/a
2014	Mar 27, 2015	$1.6B	$1.6B	14	2	n/a	n/a	n/a
2013	Mar 28, 2014	$528M	$528M	8	2	n/a	n/a	n/a
2012	Apr 3, 2013	$96.4M	$96.4M	6	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$897M	$175M	412.6%	$528M	19.3%	11	14	n/a	n/a

Relationships

Controls (13)

← CARROLL, DAVID, CLARKEOwnerMANAGER / CHIEF EXECUTIVE OFFICER, ownership code B, individual
Oct 22, 2012 to presentfactForm ADV
← COMISSO, DARREN, LOUISOwnerMANAGER / DIRECTOR OF CLIENT SERVICE AND MARKETING, ownership code B, individual
Oct 22, 2012 to presentfactForm ADV
← BURKE, THOMAS, BRENNANOwnerMANAGER, ownership code NA, individual
Oct 22, 2012 to presentfactForm ADV
← OSTON, DAVIDOwnerMANAGER / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER, ownership code B, individual
Oct 22, 2012 to presentfactForm ADV
← BUMEDER, GEORGEOwnerMANAGER, ownership code NA, individual
Oct 22, 2012 to presentfactForm ADV
← CHONG, KIAN, FUIOwnerMANAGER / CHIEF INVESTMENT OFFICER, ownership code B, individual
Oct 22, 2012 to presentfactForm ADV
← EXEL HOLDINGS LIMITEDOwnerPARENT, ownership code E, foreign entity
Oct 22, 2012 to presentfactForm ADV
← X.L. AMERICA, INC.OwnerPARENT, ownership code E, domestic entity
Oct 22, 2012 to presentfactForm ADV
← XL BERMUDA LTDOwnerPARENT, ownership code E, foreign entity
Mar 29, 2017 to presentfactForm ADV
← XL FINANCIAL HOLDINGS (IRELAND) LIMITEDOwnerPARENT, ownership code E, foreign entity
Oct 22, 2012 to presentfactForm ADV
← XL GLOBAL, INC.OwnerMEMBER, ownership code C, domestic entity
Oct 22, 2012 to presentfactForm ADV
← XL GROUP LTDOwnerPARENT, ownership code E, foreign entity
Mar 29, 2017 to presentfactForm ADV
← XLIT LTD.OwnerPARENT, ownership code E, foreign entity
Oct 22, 2012 to presentfactForm ADV

Advises (1)

→ FIVE OAKS INVESTMENT CORP.Private fundReal Estate Fund, ERA, no longer reported
Jul 13, 2012 to Jul 13, 2012factForm ADV

Dated events

Occurred
Oct 22, 2012
First Form ADV filing
Oak Circle Capital Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e98d211-2e90-16d1-33cf-30d123c09ec6
First observed: Oct 22, 2012
Last observed: Mar 29, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds 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.

OAK CIRCLE CAPITAL PARTNERS LLC

CRD 164639

NEW YORK, NY

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:5e98d211-2e90-16d1-33cf-30d123c09ec6

Data as of Mar 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FIVE OAKS INVESTMENT CORP.

Real Estate Fund

$75.0M

Jul 13, 2012

dropped

021-178729

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUMEDER, GEORGE

Manager

yes

03/2012

Oct 22, 2012

Mar 29, 2017

BURKE, THOMAS, BRENNAN

Manager

yes

03/2012

Oct 22, 2012

Mar 29, 2017

CARROLL, DAVID, CLARKE

MANAGER / CHIEF EXECUTIVE OFFICER

yes

03/2012

Oct 22, 2012

Mar 29, 2017

CHONG, KIAN, FUI

MANAGER / CHIEF INVESTMENT OFFICER

yes

03/2012

Oct 22, 2012

Mar 29, 2017

COMISSO, DARREN, LOUIS

MANAGER / DIRECTOR OF CLIENT SERVICE AND MARKETING

yes

03/2012

Oct 22, 2012

Mar 29, 2017

EXEL HOLDINGS LIMITED

Parent

yes

06/2016

Oct 22, 2012

Mar 29, 2017

OSTON, DAVID

MANAGER / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER

yes

03/2012

Oct 22, 2012

Mar 29, 2017

X.L. AMERICA, INC.

Parent

yes

07/1998

Oct 22, 2012

Mar 29, 2017

XL BERMUDA LTD

Parent

yes

06/2016

Mar 29, 2017

XL FINANCIAL HOLDINGS (IRELAND) LIMITED

Parent

yes

04/2005

Oct 22, 2012

Mar 29, 2017

XL GLOBAL, INC.

Member

yes

03/2012

Oct 22, 2012

Mar 29, 2017

XL GROUP LTD

Parent

yes

08/2016

Mar 29, 2017

XLIT LTD.

Parent

yes

10/2016

Oct 22, 2012

Mar 29, 2017

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 29, 2017

$897M

n/a

2015

Mar 30, 2016

$175M

n/a

2014

Mar 27, 2015

$1.6B

n/a

2013

Mar 28, 2014

$528M

n/a

2012

Apr 3, 2013

$96.4M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$897M

$175M

412.6%

$528M

19.3%

n/a