DP OZ Partners, LLC
DP OZ Partners, LLC is a real estate fund based in Birmingham, Alabama. According to its most recent Form D, filed Mar 30, 2021, it has sold $6,100,000 of interests to 11 investors since its first sale in Mar 2021. The filing does not set a minimum investment. 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 Henry Graham; Jack Brown; Matthew Graham.
- Total raised
- $6,100,000Cumulative sales reported on Form D
- Investors
- 11
- First sale
- Mar 23, 2021
- Minimum investment
- None set
- 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
- Henry Graham; Jack Brown; Matthew Graham
- Latest Form D
- Mar 30, 2021
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 DP OZ Partners, LLC
What is the minimum investment for DP OZ Partners, LLC?
DP OZ Partners, LLC's latest Form D, filed Mar 30, 2021, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in DP OZ Partners, LLC?
DP OZ Partners, 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(b), which does not allow general advertising.
How much has DP OZ Partners, LLC raised?
DP OZ Partners, LLC reports $6,100,000 sold from 11 investors on its Form D filed Mar 30, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is DP OZ Partners, LLC based?
DP OZ Partners, LLC is based in Birmingham, Alabama.
When did DP OZ Partners, LLC launch?
DP OZ Partners, LLC reports its first sale in Mar 2021.
Size compared with every real estate fund
Raised more than 66% of the 91 real estate funds based in Alabama, and more than 70% of all 7,350 that report sales.