AltMountain

Ocozzio Holdings, LLC

Augusta, GA · CIK 1857225
Status: no Form D since Apr 2021. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Ocozzio Holdings, LLC is a private equity fund based in Augusta, Georgia. According to its most recent Form D, filed Apr 15, 2021, it has sold $3,250,000 of interests to 17 investors since its first sale in Apr 2021. The minimum investment it accepts from an outside investor is $30,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Brad Batten.

Total raised
$3,250,000Cumulative sales reported on Form D
Investors
17
First sale
Apr 1, 2021
Minimum investment
$30,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Brad Batten
Latest Form D
Apr 15, 2021

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 Ocozzio Holdings, LLC

What is the minimum investment for Ocozzio Holdings, LLC?

According to its latest Form D, filed Apr 15, 2021, the minimum investment Ocozzio Holdings, LLC accepts from an outside investor is $30,000.

Who can invest in Ocozzio Holdings, LLC?

Ocozzio Holdings, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has Ocozzio Holdings, LLC raised?

Ocozzio Holdings, LLC reports $3,250,000 sold from 17 investors on its Form D filed Apr 15, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Ocozzio Holdings, LLC based?

Ocozzio Holdings, LLC is based in Augusta, Georgia.

When did Ocozzio Holdings, LLC launch?

Ocozzio Holdings, LLC reports its first sale in Apr 2021.

Size compared with every private equity fund

Raised more than 36% of the 123 private equity funds based in Georgia, and more than 31% of all 8,950 that report sales.

Similar-size private equity funds in Georgia

All private equity funds in Georgia