Oca Cmtg LLC is a hedge fund based in New York, New York. According to its most recent Form D, filed Sep 18, 2019, the fund has sold $161,111,000 of interests to 141 investors since its first sale in Jul 2017. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Morris Offit; Todd Petzel; Daniel Offit.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $161,111,000Cumulative sales reported on Form D
- Investors
- 141
- First sale
- Jul 1, 2017
- Minimum investment
- $1,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Morris Offit; Todd Petzel; Daniel Offit
- Latest Form D
- Sep 18, 2019
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Oca Cmtg LLC
What is the minimum investment for Oca Cmtg LLC?
According to its latest Form D, filed Sep 18, 2019, the minimum investment Oca Cmtg LLC accepts from an outside investor is $1,000,000.
Who can invest in Oca Cmtg LLC?
Oca Cmtg LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Oca Cmtg LLC raised?
Oca Cmtg LLC reports $161,111,000 sold from 141 investors on its Form D filed Sep 18, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Oca Cmtg LLC based?
Oca Cmtg LLC is based in New York, New York.
When did Oca Cmtg LLC launch?
Oca Cmtg LLC reports its first sale in Jul 2017.
Size compared with every hedge fund
Raised more than 61% of the 2,503 hedge funds based in New York, and more than 65% of all 10,102 that report sales.