Council Oaks Partners

Private Equity Exempt reporting adviser

Legal name: Council Oaks Partners, LLC

Austin, TX Website

AUM

$140.0M
Private fund assets

Private funds

7
Private Equity 7

Private fund assets

$140.0M
Gross asset value

Employees

—

Last Form D raise

Oct 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 25, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

D
David Anderson
Partner and Managing Director
Source: SEC Form ADV
J
James Stephen
Member
Source: SEC Form ADV
R
Ruchit Shah
Chief Executive Officer
Source: SEC Form ADV
S
Sam Vinson
Member
Source: SEC Form ADV

Funds(7)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Council Oaks SPV IV, LPPrivate Equity$1.0M——Oct 2025Warm
Council Oaks SPV Ii-B, LPPrivate Equity$15.0M——Oct 2025Cool
Council Oaks SPV Ii-A, LPPrivate Equity$10.0M——Oct 2025Cool
Council Oaks SPV III, LPPrivate Equity$5.0M——Oct 2025Cool
Council Oaks Strategic Private Investment Fund, LPPrivate Equity$18.7M$10.0M1Oct 2025Cool
Council Oaks Partners Fund I-A, LPPrivate Equity$73.4M$39.0M3Apr 2025Cool
Council Oaks Partners Fund I-B, LPPrivate Equity$16.9M$39.0M3Apr 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
332138
SEC file number
802-130690

Sources