AltMountain

OCA EQ Segregated Portfolio

Camana Bay, Cayman Islands · CIK 2030998
Offshore
Status: no Form D since Jul 2024. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

OCA EQ Segregated Portfolio is a private equity fund based in Camana Bay, Cayman Islands. According to its most recent Form D, filed Jul 19, 2024, it has sold $14,255,000 of interests to 9 investors since its first sale in Jun 2024. 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 Vincent Rella; Offit Capital Advisors LLC; Ned Offit.

Total raised
$14,255,000Cumulative sales reported on Form D
Investors
9
First sale
Jun 3, 2024
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
Vincent Rella; Offit Capital Advisors LLC; Ned Offit
Latest Form D
Jul 19, 2024

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 EQ Segregated Portfolio

What is the minimum investment for OCA EQ Segregated Portfolio?

According to its latest Form D, filed Jul 19, 2024, the minimum investment OCA EQ Segregated Portfolio accepts from an outside investor is $1,000,000.

Who can invest in OCA EQ Segregated Portfolio?

OCA EQ Segregated Portfolio 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 EQ Segregated Portfolio raised?

OCA EQ Segregated Portfolio reports $14,255,000 sold from 9 investors on its Form D filed Jul 19, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is OCA EQ Segregated Portfolio based?

OCA EQ Segregated Portfolio is based in Camana Bay, Cayman Islands.

When did OCA EQ Segregated Portfolio launch?

OCA EQ Segregated Portfolio reports its first sale in Jun 2024.

Size compared with every private equity fund

Raised more than 52% of the 340 private equity funds based in Cayman Islands, and more than 47% of all 8,896 that report sales.

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