Disclaimer

The information contained on this website and any associated microsites, including information relating to Oak Stone Development Fund I LP, is for informational purposes only and does not constitute an offer to sell, or the solicitation of an offer to buy, any securities, investment products, or services. Any such offer or solicitation will be made only to qualified, verified accredited investors by means of a confidential private placement memorandum and related offering documents, which should be read carefully and in their entirety before any investment decision is made.

The securities referenced herein are offered pursuant to an exemption from registration under the Securities Act of 1933, as amended, specifically Rule 506(c) of Regulation D, and may only be sold to investors who are verified to be “accredited investors” as defined under Regulation D. Prior to receiving offering materials or making any investment, prospective investors will be required to complete a verification process to confirm their accredited investor status.

Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. There is no guarantee that the investment objectives of any fund or strategy will be achieved. Target returns are hypothetical in nature, are not guarantees of future performance, and should not be relied upon as indications of actual or future results.

Oak Stone Capital LLC and its affiliates make no representations or warranties as to the accuracy or completeness of the information contained herein and disclaim any liability for errors or omissions. The contents of this website may include forward-looking statements, which reflect current views with respect to future events and financial performance. Such statements are subject to risks and uncertainties that could cause actual results to differ materially.

This website is not intended for use by persons in jurisdictions in which the distribution or use of such information would be contrary to applicable laws or regulations or would subject Oak Stone Capital LLC or its affiliates to any registration requirements. Users of this site are responsible for ensuring that they are legally permitted to access this information under the laws and regulations of the jurisdiction in which they reside.

By accessing this website, you acknowledge that you are solely responsible for your own investment decisions and agree that you are not relying on the content of this website as investment advice or a recommendation to invest in any securities or fund. You should consult your own legal, tax, accounting, or financial advisors before making any investment decision.

Oak Stone Capital LLC is not a registered investment adviser or broker-dealer and does not provide investment, legal, or tax advice.

Terms of Use

1. Permitted Use

You agree to use the Sites solely for lawful purposes and in accordance with these Terms. You may access and use the Sites only for your personal, non-commercial use unless otherwise authorized in writing by Oak Stone.

You must not use the Sites:

In any manner that violates applicable laws or regulations.
To transmit or upload any material that contains viruses, malware, or other harmful code.
To interfere with or disrupt the Sites or servers.

2. No Offer or Solicitation

The information on the Sites is provided for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, services, or products. Any such offer will be made solely by an official offering memorandum and only to qualified, verified accredited investors under Rule 506(c) of Regulation D of the Securities Act of 1933.

Nothing on the Sites should be interpreted as financial, legal, or tax advice. You should consult with your own advisors before making any investment decision.

3. Intellectual Property

All content and materials on the Sites — including but not limited to logos, text, graphics, audio, video, and layout — are owned by or licensed to Oak Stone and are protected by copyright, trademark, and other intellectual property laws.

You may not reproduce, republish, distribute, transmit, display, modify, or create derivative works of any content on the Sites without the prior written consent of Oak Stone.

4. User Submissions

If you submit any information through the Sites (e.g., by completing a form, subscribing to updates, or initiating contact), you represent and warrant that the information you provide is accurate, complete, and lawful. Oak Stone reserves the right to use submitted data in accordance with our Privacy Policy.

5. Links to Third-Party Websites

The Sites may contain links to third-party websites or services. Oak Stone does not control and is not responsible for the content, security, or privacy practices of those websites. Inclusion of such links does not imply endorsement or affiliation.

6. Limitation of Liability

To the maximum extent permitted by law, Oak Stone shall not be liable for any direct, indirect, incidental, special, or consequential damages arising from or related to your use of (or inability to use) the Sites or any content therein.

We make no warranties regarding the accuracy, reliability, or completeness of any information presented on the Sites. All content is provided “as is” and “as available.”

7. Indemnification

You agree to indemnify, defend, and hold harmless Oak Stone and its officers, directors, employees, agents, and affiliates from and against any and all claims, liabilities, damages, costs, and expenses (including reasonable attorneys’ fees) arising from your violation of these Terms or your misuse of the Sites.

8. Modifications

We reserve the right to modify or update these Terms at any time without notice. Your continued use of the Sites following the posting of changes constitutes your acceptance of those changes. We encourage you to review these Terms periodically.

9. Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of laws principles. Any disputes shall be subject to the exclusive jurisdiction of the courts located in Dallas County, Texas.

10. Contact Information

For questions or concerns regarding these Terms, please contact:

Oak Stone Holdings, LLC
5473 Blair Road, Suite 100 PMB 280537
Dallas, TX 75231
Email: info@oakstoneholdings.com
Phone: (817) 773-3502

Privacy Policy

Effective Date: January 1, 2025

This Privacy Policy explains how Oak Stone Holdings, LLC, Oak Stone Capital, LLC, Oak Stone Advisory, LLC, and their affiliates (“Oak Stone,” “we,” “us,” or “our”) collect, use, share, and protect personal information through our websites, including www.oakstoneholdings.com, www.oakstoneadvisory.com, and any microsite associated with Oak Stone Development Fund I LP (collectively, the “Sites”).

By accessing or using the Sites, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect personal and non-personal information in the following ways:

a. Information You Provide Voluntarily:

When you fill out forms, request information, register for webinars, submit an inquiry, or otherwise interact with the Sites, we may collect:

Name
Email address
Phone number
Employer or job title
Investment interests or qualifications (e.g., accreditation status)
Any other data you choose to submit

b. Information Collected Automatically:

When you visit the Sites, we may automatically collect:

IP address
Browser type
Device information
Pages visited and time spent
Referral source
Cookies and tracking data (see Section 5)

2. How We Use Your Information

We use your information to:

Respond to inquiries or provide requested materials
Send updates about Oak Stone and its offerings
Evaluate your suitability for potential investment opportunities
Administer webinars, subscriptions, and other services
Improve website functionality, security, and performance
Comply with legal or regulatory obligations

We do not sell or rent your personal information to third parties.

3. How We Share Information

We may share your information with:

Service providers (e.g., web hosting, CRM, email marketing platforms) who help us operate the Sites or communicate with you
Legal or regulatory authorities, if required to comply with law or to protect Oak Stone’s rights or property
Affiliates or professional advisors, to assist in evaluating or managing an offering or business transaction

All such third parties are bound by confidentiality obligations.

4. Third-Party Links and Services

The Sites may include links to third-party websites, including our investor portal hosted via third-party platforms (e.g., InvestNext). We are not responsible for the privacy practices of such websites and encourage you to review their privacy policies separately.

5. Cookies and Tracking Technologies

We use cookies, tracking pixels, and analytics tools (e.g., Google Analytics, Facebook Pixel, LinkedIn Insight Tag) to gather usage data and improve your experience on the Sites.

You can adjust your browser settings to decline cookies or notify you when one is being sent. However, some features of the Sites may not function properly without cookies.

6. Data Retention

We retain your personal information only as long as necessary to fulfill the purposes described in this Policy, comply with legal obligations, or protect Oak Stone’s interests.

7. Security

We implement reasonable administrative, technical, and physical safeguards to protect the information you submit through the Sites. However, no method of transmission over the internet or storage system is 100% secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your location, you may have rights to:

Request access to your personal information
Request correction or deletion of your data
Object to or restrict certain processing activities
Withdraw consent (if applicable)

To make a request, contact us at the email below. We will respond in accordance with applicable laws.

9. Children’s Privacy

The Sites are not intended for use by individuals under the age of 18. We do not knowingly collect information from minors.

10. Changes to This Privacy Policy

We reserve the right to update this Policy at any time. The updated version will be posted on this page with a revised “Effective Date.” Your continued use of the Sites constitutes your acceptance of the updated Policy.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact:

Oak Stone Holdings, LLC
5473 Blair Road, Suite 100 PMB 280537
Dallas, TX 75231
Email: privacy@oakstoneholdings.com
Phone: (817) 773-3502