Kress OZ LP
Kress OZ LP is a private equity fund based in San Antonio, Texas. According to its most recent Form D, filed Sep 11, 2023, it has sold $7,106,514 of interests to 21 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 Ovation OZ Management LLC; Jeff Serra; Ovation Management LLC.
- Total raised
- $7,106,514Cumulative sales reported on Form D
- Investors
- 21
- 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
- Ovation OZ Management LLC; Jeff Serra; Ovation Management LLC
- Latest Form D
- Sep 11, 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 Kress OZ LP
What is the minimum investment for Kress OZ LP?
According to its latest Form D, filed Sep 11, 2023, the minimum investment Kress OZ LP accepts from an outside investor is $250,000.
Who can invest in Kress OZ LP?
Kress 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 Kress OZ LP raised?
Kress OZ LP reports $7,106,514 sold from 21 investors on its Form D filed Sep 11, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Kress OZ LP based?
Kress OZ LP is based in San Antonio, Texas.
When did Kress OZ LP launch?
Kress OZ LP reports its first sale in Jun 2019.
Size compared with every private equity fund
Raised more than 64% of the 1,406 private equity funds based in Texas, and more than 39% of all 8,896 that report sales.