HedgeForum OZF, LLC is a hedge fund based in New York, New York. According to its most recent Form D, filed Jul 21, 2017, the fund has sold $35,666,195 of interests to 96 investors since its first sale in Apr 2011. The minimum investment it accepts from an outside investor is $100,000. 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 Citi Private Advisory, LLC; Karla Boyd; Douglas Johnson.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $35,666,195Cumulative sales reported on Form D
- Investors
- 96
- First sale
- Apr 1, 2011
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Citi Private Advisory, LLC; Karla Boyd; Douglas Johnson
- Latest Form D
- Jul 21, 2017
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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about HedgeForum OZF, LLC
What is the minimum investment for HedgeForum OZF, LLC?
According to its latest Form D, filed Jul 21, 2017, the minimum investment HedgeForum OZF, LLC accepts from an outside investor is $100,000.
Who can invest in HedgeForum OZF, LLC?
HedgeForum OZF, 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 HedgeForum OZF, LLC raised?
HedgeForum OZF, LLC reports $35,666,195 sold from 96 investors on its Form D filed Jul 21, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is HedgeForum OZF, LLC based?
HedgeForum OZF, LLC is based in New York, New York.
When did HedgeForum OZF, LLC launch?
HedgeForum OZF, LLC reports its first sale in Apr 2011.
Size compared with every hedge fund
Raised more than 38% of the 2,527 hedge funds based in New York, and more than 40% of all 10,134 that report sales.