AltMountain

OZLM VII, Ltd.

Offshore
Status: no Form D since Jul 2014. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

OZLM VII, Ltd. is a private investment fund based in Grand Cayman KY1-1102, Cayman Islands. According to its most recent Form D, filed Jul 9, 2014, it has sold $2,167,647 of interests to 2 investors since its first sale in Jun 2014. The minimum investment it accepts from an outside investor is $250,000. 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 Carrie Bunton; Wendy Ebanks.

Total raised
$2,167,647Cumulative sales reported on Form D
Investors
2
First sale
Jun 26, 2014
Minimum investment
$250,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Carrie Bunton; Wendy Ebanks
Latest Form D
Jul 9, 2014

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 OZLM VII, Ltd.

What is the minimum investment for OZLM VII, Ltd.?

According to its latest Form D, filed Jul 9, 2014, the minimum investment OZLM VII, Ltd. accepts from an outside investor is $250,000.

Who can invest in OZLM VII, Ltd.?

OZLM VII, Ltd. 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 OZLM VII, Ltd. raised?

OZLM VII, Ltd. reports $2,167,647 sold from 2 investors on its Form D filed Jul 9, 2014. This is cumulative sales since the offering began, not current assets or performance.

Where is OZLM VII, Ltd. based?

OZLM VII, Ltd. is based in Grand Cayman KY1-1102, Cayman Islands.

When did OZLM VII, Ltd. launch?

OZLM VII, Ltd. reports its first sale in Jun 2014.

Size compared with every private investment fund

Raised more than 34% of the 575 private investment funds based in Cayman Islands, and more than 21% of all 10,190 that report sales.

Similar-size private investment funds in Cayman Islands

All private investment funds in Cayman Islands