Investment adviser · CRD 163707

RIVEROAK INVESTMENT CORP., LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

STAMFORD, CT, United States · Form ADV filed Mar 27, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

RIVEROAK SPECIAL SITUATIONS FUND I, LPReal Estate Fund · Last reported Mar 27, 2026$21.2MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2890124921
Reported beneficial owners
53
Minimum commitment
$100K

Form ADV 2084050 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVEROAK STUDENT HOUSING INVESTORS, LLCReal Estate Fund · Last reported Mar 27, 2026$7.19MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3444786325
Reported beneficial owners
37
Minimum commitment
$100K

Form ADV 2084050 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MKRO I, LLCReal Estate Fund · Last reported Mar 28, 2013$10.1MGross asset value

Form D fundraising filings

MKRO I, LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3017474602
Reported beneficial owners
60
Minimum commitment
$170K
Form D file number
021-178457

Form ADV 692800 · Mar 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVEROAK AVIATION ASSOCIATES, LLCReal Estate Fund · Last reported Mar 30, 2016$2.19MGross asset value

Form D fundraising filings

RiverOak Aviation Associates, LLC

Auditor COHN REZNICK, LLC FARMINGTON, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8797158084
Reported beneficial owners
17
Minimum commitment
$25K
Form D file number
021-236919

Form ADV 989665 · Mar 30, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVEROAK AC VENTURES, LLCReal Estate Fund · Last reported Mar 29, 2018$0Gross asset value

Form D fundraising filings

RiverOak AC Ventures, LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1494216486
Reported beneficial owners
16
Minimum commitment
$25K
Form D file number
021-236914

Form ADV 1172535 · Mar 29, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVEROAK CAPITAL INVESTORS, LLCReal Estate Fund · Last reported Mar 28, 2023$0Gross asset value

Form D fundraising filings

RiverOak Capital Investors, LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3616317286
Reported beneficial owners
21
Minimum commitment
$30K
Form D file number
021-178488

Form ADV 1740473 · Mar 28, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RIVEROAK REALTY FUND III, LLCReal Estate Fund · Last reported Mar 30, 2016$0Gross asset value
Auditor COHN REZNICK, LLC FARMINGTON, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9089879019
Reported beneficial owners
122
Minimum commitment
$250K
Form D file number
021-94742

Form ADV 989665 · Mar 30, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

263 TRESSER BLVD., 9TH FLOOR
STAMFORD, CT, 06901-2482, United States

CRD 163707

Filing source

Form ADV 2084050 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.