Derby RR OZ LP
Derby RR OZ LP is a private equity fund based in San Antonio, Texas. According to its most recent Form D, filed Sep 12, 2023, it has sold $23,206,000 of interests to 39 investors since its first sale in Jun 2019. The minimum investment it accepts from an outside investor is $250,000. 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. Related persons named in the filing include Michael Rovner; Ovation OZ Management LLC; Ovation Partners LP.
- Total raised
- $23,206,000Cumulative sales reported on Form D
- Investors
- 39
- First sale
- Jun 28, 2019
- Minimum investment
- $250,000
- 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
- Michael Rovner; Ovation OZ Management LLC; Ovation Partners LP
- Latest Form D
- Sep 12, 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 Derby RR OZ LP
What is the minimum investment for Derby RR OZ LP?
According to its latest Form D, filed Sep 12, 2023, the minimum investment Derby RR OZ LP accepts from an outside investor is $250,000.
Who can invest in Derby RR OZ LP?
Derby RR OZ LP 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 Derby RR OZ LP raised?
Derby RR OZ LP reports $23,206,000 sold from 39 investors on its Form D filed Sep 12, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Derby RR OZ LP based?
Derby RR OZ LP is based in San Antonio, Texas.
When did Derby RR OZ LP launch?
Derby RR OZ LP reports its first sale in Jun 2019.
Size compared with every private equity fund
Raised more than 74% of the 1,403 private equity funds based in Texas, and more than 54% of all 8,950 that report sales.