OCA Trident IX TE 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 $10,675,000 of interests to 6 investors since its first sale in Nov 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 Offit Capital Advisors LLC; Ned Offit; Vincent Rella.
- Total raised
- $10,675,000Cumulative sales reported on Form D
- Investors
- 6
- First sale
- Nov 3, 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
- Offit Capital Advisors LLC; Ned Offit; Vincent Rella
- 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 TE LLC
What is the minimum investment for OCA Trident IX TE LLC?
According to its latest Form D, filed Feb 22, 2022, the minimum investment OCA Trident IX TE LLC accepts from an outside investor is $1,000,000.
Who can invest in OCA Trident IX TE LLC?
OCA Trident IX TE 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 TE LLC raised?
OCA Trident IX TE LLC reports $10,675,000 sold from 6 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 TE LLC based?
OCA Trident IX TE LLC is based in New York, New York.
When did OCA Trident IX TE LLC launch?
OCA Trident IX TE LLC reports its first sale in Nov 2021.
Size compared with every private equity fund
Raised more than 59% of the 3,648 private equity funds based in New York, and more than 43% of all 8,822 that report sales.