OCA Trident X LLC is a private equity fund based in New York, New York. According to its most recent Form D, filed Jul 17, 2026, it has sold $10,555,000 of interests to 25 investors since its first sale in May 2025. The minimum investment it accepts from an outside investor is $250,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Offit Capital Advisors LLC; Vincent Rella; Ned Offit.
- Total raised
- $10,555,000Cumulative sales reported on Form D
- Investors
- 25
- First sale
- May 9, 2025
- Minimum investment
- $250,000
- 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; Ned Offit
- Latest Form D
- Jul 17, 2026
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 X LLC
What is the minimum investment for OCA Trident X LLC?
According to its latest Form D, filed Jul 17, 2026, the minimum investment OCA Trident X LLC accepts from an outside investor is $250,000.
Who can invest in OCA Trident X LLC?
OCA Trident X 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 X LLC raised?
OCA Trident X LLC reports $10,555,000 sold from 25 investors on its Form D filed Jul 17, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is OCA Trident X LLC based?
OCA Trident X LLC is based in New York, New York and is managed by Offit Capital.
When did OCA Trident X LLC launch?
OCA Trident X LLC reports its first sale in May 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 59% of the 3,770 private equity funds based in New York, and more than 44% of all 9,142 that report sales.