AltMountain

Commonfund Ocio Global Equity, LLC

Norwalk, CT · CIK 1556090 · Managed by Commonfund Ocio, Inc.

Commonfund Ocio Global Equity, LLC is a private investment fund based in Norwalk, Connecticut. According to its most recent Form D, filed Dec 18, 2025, it has sold $7,744,203,898 of interests to 144 investors since its first sale in Jul 2012. The filing does not set a minimum investment. 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 Timothy Yates, Jr; Dana Moreau; Sharad Samy.

Total raised
$7,744,203,898Cumulative sales reported on Form D
Investors
144
First sale
Jul 2, 2012
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Timothy Yates, Jr; Dana Moreau; Sharad Samy
Latest Form D
Dec 18, 2025

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 Commonfund Ocio Global Equity, LLC

What is the minimum investment for Commonfund Ocio Global Equity, LLC?

Commonfund Ocio Global Equity, LLC's latest Form D, filed Dec 18, 2025, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Commonfund Ocio Global Equity, LLC?

Commonfund Ocio Global Equity, 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 Commonfund Ocio Global Equity, LLC raised?

Commonfund Ocio Global Equity, LLC reports $7,744,203,898 sold from 144 investors on its Form D filed Dec 18, 2025. This is cumulative sales since the offering began, not current assets or performance.

Where is Commonfund Ocio Global Equity, LLC based?

Commonfund Ocio Global Equity, LLC is based in Norwalk, Connecticut and is managed by Commonfund Ocio, Inc..

When did Commonfund Ocio Global Equity, LLC launch?

Commonfund Ocio Global Equity, LLC reports its first sale in Jul 2012.

Size compared with every private investment fund

Raised more than 98% of the 316 private investment funds based in Connecticut, and more than 99% of all 10,425 that report sales.

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