Oca Breds IV LLC is a private equity fund based in New York, New York. According to its most recent Form D, filed Nov 3, 2020, it has sold $26,125,000 of interests to 15 investors since its first sale in Dec 2019. The minimum investment it accepts from an outside investor is $1,000,000. 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 Offit Capital Advisors LLC; Vincent Rella; Dan Offit.
- Total raised
- $26,125,000Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Dec 16, 2019
- Minimum investment
- $1,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Offit Capital Advisors LLC; Vincent Rella; Dan Offit
- Latest Form D
- Nov 3, 2020
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 Oca Breds IV LLC
What is the minimum investment for Oca Breds IV LLC?
According to its latest Form D, filed Nov 3, 2020, the minimum investment Oca Breds IV LLC accepts from an outside investor is $1,000,000.
Who can invest in Oca Breds IV LLC?
Oca Breds IV 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 Oca Breds IV LLC raised?
Oca Breds IV LLC reports $26,125,000 sold from 15 investors on its Form D filed Nov 3, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Oca Breds IV LLC based?
Oca Breds IV LLC is based in New York, New York.
When did Oca Breds IV LLC launch?
Oca Breds IV LLC reports its first sale in Dec 2019.
Size compared with every private equity fund
Raised more than 65% of the 3,668 private equity funds based in New York, and more than 55% of all 8,918 that report sales.