About Oak Tree Financial
Oak Tree Financial is a private company based in Rogers, Arkansas, incorporated in 2023 in Arkansas. It has reported $10,675,000 raised in one offering on Form D since December 2024. Its chief executive is William Eldridge, Jr..
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Dec 18, 2024 | Dec 19, 2024 | $10,675,000of $20.0M target | 55 | $194K | EquityRule 506(b) | Form D ↗ |
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Oak Tree Financial's Form D filed Dec 19, 2024.
WJ
William Eldridge, Jr.
Chairman and Chief Executive Officer