OAK COMPANIES, INC.
Raising nowOperatingCharlotte, NC
OAK COMPANIES sponsors and manages a family of commercial real estate credit funds that originate short-term, senior secured, first-lien bridge loans to real estate investors and operators. It earns offering, asset management, loan origination, servicing and disposition fees from the funds, and plans to lend from its own balance sheet as well.
This company has an open fundraising round.
Financials
FY2025 · from SEC filings · hover any figure for its sourceFigures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.
Valuation over rounds
Pre-money — the valuation set before each round’s money came inDotted grey bars are our estimate for rounds that didn't state one: the round's share price × the shares outstanding in its filings. Same measure as blue, but rougher.
Cap table
Share counts as of Sep 15, 2026| Class | Outstanding | Votes / share | Share of total | Votes | Last price |
|---|---|---|---|---|---|
| Class A Common Stock | 9,479,172 | — | 71.4% | 100.0% | — |
| Class B Common Stock | 3,799,992 | none | 28.6% | 0% | — |
| Total | 13,279,164 | 100% | 100% |
Principal holders% as the filing states it, Sep 15, 2026
- Gary R. Bechtel5,478,258 Class A Common Stock57.8%of Class A
- Raymond T. Davis4,890,711 Class A Common Stock51.6%of Class A
- White Oak Capital Holdings, LLC3,716,535 Class A Common Stock39.2%of Class A
- Kevin P. Kennedy2,542,361 Class A Common Stock26.8%of Class A
From the company's SEC filings: share counts per class, each class's voting and conversion terms, and the holders of 20% or more that Form C requires (officers and 10%+ holders on Form 1-A). Filings name only large holders, so most owners — including crowd investors — are not listed, and a holder's percentage may be of its own class rather than of the whole company. Prices and crowd share counts are in today's share terms — adjusted for splits and conversions since they were sold. Hover a figure for its filing.
Fundraising history
Team
6 peopleNames and titles as disclosed on SEC Form 1-A. Bios and photos come from the platform campaign page and may be out of date.
SEC filings
About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.