Optimal Atterx BIO - PFD C, LLC
Optimal Atterx BIO - PFD C, LLC is a private equity fund based in Traverse City, Michigan. According to its most recent Form D, filed Sep 15, 2026, it has sold $1,275,000 of interests to 17 investors since its first sale in Mar 2023. The minimum investment it accepts from an outside investor is $3,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Optimal Capital Advisors LLC; Joseph Batcha, III.
- Total raised
- $1,275,000Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Mar 2, 2023
- Minimum investment
- $3,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Optimal Capital Advisors LLC; Joseph Batcha, III
- Latest Form D
- Sep 15, 2026
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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Optimal Atterx BIO - PFD C, LLC
What is the minimum investment for Optimal Atterx BIO - PFD C, LLC?
According to its latest Form D, filed Sep 15, 2026, the minimum investment Optimal Atterx BIO - PFD C, LLC accepts from an outside investor is $3,000.
Who can invest in Optimal Atterx BIO - PFD C, LLC?
Optimal Atterx BIO - PFD C, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Optimal Atterx BIO - PFD C, LLC raised?
Optimal Atterx BIO - PFD C, LLC reports $1,275,000 sold from 17 investors on its Form D filed Sep 15, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Optimal Atterx BIO - PFD C, LLC based?
Optimal Atterx BIO - PFD C, LLC is based in Traverse City, Michigan and is managed by Optimal Capital Advisors, LLC.
When did Optimal Atterx BIO - PFD C, LLC launch?
Optimal Atterx BIO - PFD C, LLC reports its first sale in Mar 2023, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 43% of the 89 private equity funds based in Michigan, and more than 23% of all 9,142 that report sales.