Adu Oz Fund LLC is a private investment fund based in San Diego, California. According to its most recent Form D, filed Oct 11, 2022, it has sold $75,000 of interests to 1 investor since its first sale in Jun 2022. The minimum investment it accepts from an outside investor is $50,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Adam Stone; Matt Williams.
- Total raised
- $75,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Jun 17, 2022
- Minimum investment
- $50,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Net asset value range
- $1 - $5,000,000Self-reported
- Key people and entities
- Adam Stone; Matt Williams
- Latest Form D
- Oct 11, 2022
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 Adu Oz Fund LLC
What is the minimum investment for Adu Oz Fund LLC?
According to its latest Form D, filed Oct 11, 2022, the minimum investment Adu Oz Fund LLC accepts from an outside investor is $50,000.
Who can invest in Adu Oz Fund LLC?
Adu Oz Fund 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Adu Oz Fund LLC raised?
Adu Oz Fund LLC reports $75,000 sold from 1 investor on its Form D filed Oct 11, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Adu Oz Fund LLC based?
Adu Oz Fund LLC is based in San Diego, California.
When did Adu Oz Fund LLC launch?
Adu Oz Fund LLC reports its first sale in Jun 2022.
Size compared with every private investment fund
Raised more than 26% of the 1,719 private investment funds based in California, and more than 1% of all 10,333 that report sales.