Oceana Fund LLC is a hedge fund based in Naples, Florida. According to its most recent Form D, filed Dec 29, 2025, the fund has sold $207,625,000 of interests to 16 investors since its first sale in Jan 2010. The filing does not set a minimum investment. 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 Joyce Kalleekal; Matthew Halbower; David Zirin.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $207,625,000Cumulative sales reported on Form D
- Investors
- 16
- First sale
- Jan 1, 2010
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Joyce Kalleekal; Matthew Halbower; David Zirin
- Latest Form D
- Dec 29, 2025
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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Oceana Fund LLC
What is the minimum investment for Oceana Fund LLC?
Oceana Fund LLC's latest Form D, filed Dec 29, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Oceana Fund LLC?
Oceana Fund 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 Oceana Fund LLC raised?
Oceana Fund LLC reports $207,625,000 sold from 16 investors on its Form D filed Dec 29, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Oceana Fund LLC based?
Oceana Fund LLC is based in Naples, Florida.
When did Oceana Fund LLC launch?
Oceana Fund LLC reports its first sale in Jan 2010.
Size compared with every hedge fund
Raised more than 86% of the 750 hedge funds based in Florida, and more than 70% of all 10,307 that report sales.