Oca Ta XV LLC is a private equity fund based in New York, New York. According to its most recent Form D, filed Jan 4, 2024, it has sold $9,830,000 of interests to 31 investors since its first sale in Mar 2023. 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
- $9,830,000Cumulative sales reported on Form D
- Investors
- 31
- First sale
- Mar 31, 2023
- 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
- Jan 4, 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 Ta XV LLC
What is the minimum investment for Oca Ta XV LLC?
According to its latest Form D, filed Jan 4, 2024, the minimum investment Oca Ta XV LLC accepts from an outside investor is $1,000,000.
Who can invest in Oca Ta XV LLC?
Oca Ta XV 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 Ta XV LLC raised?
Oca Ta XV LLC reports $9,830,000 sold from 31 investors on its Form D filed Jan 4, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Oca Ta XV LLC based?
Oca Ta XV LLC is based in New York, New York.
When did Oca Ta XV LLC launch?
Oca Ta XV LLC reports its first sale in Mar 2023.
Size compared with every private equity fund
Raised more than 58% of the 3,662 private equity funds based in New York, and more than 42% of all 8,896 that report sales.