AltMountain

Declaration Partners OZ Fund I LP

New York, NY · CIK 1897063
Status: no Form D since Jun 2023. 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.

Declaration Partners OZ Fund I LP is a private equity fund based in New York, New York. According to its most recent Form D, filed Jun 15, 2023, it has sold $40,460,355 of interests to 56 investors since its first sale in Dec 2021. The minimum investment it accepts from an outside investor is $1. 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 Brian Frank; Leigh Rovzar; Todd Rich.

Total raised
$40,460,355Cumulative sales reported on Form D
Investors
56
First sale
Dec 3, 2021
Minimum investment
$1
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Brian Frank; Leigh Rovzar; Todd Rich
Latest Form D
Jun 15, 2023

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 Declaration Partners OZ Fund I LP

What is the minimum investment for Declaration Partners OZ Fund I LP?

According to its latest Form D, filed Jun 15, 2023, the minimum investment Declaration Partners OZ Fund I LP accepts from an outside investor is $1.

Who can invest in Declaration Partners OZ Fund I LP?

Declaration Partners OZ Fund I LP 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 Declaration Partners OZ Fund I LP raised?

Declaration Partners OZ Fund I LP reports $40,460,355 sold from 56 investors on its Form D filed Jun 15, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Declaration Partners OZ Fund I LP based?

Declaration Partners OZ Fund I LP is based in New York, New York.

When did Declaration Partners OZ Fund I LP launch?

Declaration Partners OZ Fund I LP reports its first sale in Dec 2021.

Size compared with every private equity fund

Raised more than 69% of the 3,668 private equity funds based in New York, and more than 61% of all 8,918 that report sales.

Other funds with the same team

More private equity funds in New York

Similar-size private equity funds in New York

All private equity funds in New York