Grocers OZ Fund, LLC
Grocers OZ Fund, LLC is a private equity fund based in Louisville, Kentucky. According to its most recent Form D, filed Sep 20, 2019, it has sold $150,000 of interests to 1 investor since its first sale in Sep 2019. The minimum investment it accepts from an outside investor is $100,000. 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 J. Collins; A. Denton; Floyd Thomas.
- Total raised
- $150,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Sep 10, 2019
- Minimum investment
- $100,000
- 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
- J. Collins; A. Denton; Floyd Thomas
- Latest Form D
- Sep 20, 2019
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 Grocers OZ Fund, LLC
What is the minimum investment for Grocers OZ Fund, LLC?
According to its latest Form D, filed Sep 20, 2019, the minimum investment Grocers OZ Fund, LLC accepts from an outside investor is $100,000.
Who can invest in Grocers OZ Fund, LLC?
Grocers 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(b), which does not allow general advertising.
How much has Grocers OZ Fund, LLC raised?
Grocers OZ Fund, LLC reports $150,000 sold from 1 investor on its Form D filed Sep 20, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Grocers OZ Fund, LLC based?
Grocers OZ Fund, LLC is based in Louisville, Kentucky.
When did Grocers OZ Fund, LLC launch?
Grocers OZ Fund, LLC reports its first sale in Sep 2019.
Size compared with every private equity fund
Raised more than 33% of the 3 private equity funds based in Kentucky, and more than 6% of all 8,950 that report sales.