Oca Trident IX LLC is a private equity fund based in New York, New York. According to its most recent Form D, filed Feb 22, 2022, it has sold $25,280,000 of interests to 17 investors since its first sale in Sep 2021. 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; Ned Offit; Offit Capital Advisors LLC.
- Total raised
- $25,280,000Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Sep 28, 2021
- 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; Ned Offit; Offit Capital Advisors LLC
- Latest Form D
- Feb 22, 2022
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 Trident IX LLC
What is the minimum investment for Oca Trident IX LLC?
According to its latest Form D, filed Feb 22, 2022, the minimum investment Oca Trident IX LLC accepts from an outside investor is $1,000,000.
Who can invest in Oca Trident IX LLC?
Oca Trident IX 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 Trident IX LLC raised?
Oca Trident IX LLC reports $25,280,000 sold from 17 investors on its Form D filed Feb 22, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Oca Trident IX LLC based?
Oca Trident IX LLC is based in New York, New York.
When did Oca Trident IX LLC launch?
Oca Trident IX LLC reports its first sale in Sep 2021.
Size compared with every private equity fund
Raised more than 65% of the 3,662 private equity funds based in New York, and more than 55% of all 8,896 that report sales.