Octavia Five LLC
Octavia Five LLC is a private investment fund based in New Orleans, Louisiana. According to its most recent Form D, filed Jun 3, 2022, it has sold $1,685,000 of interests to 17 investors since its first sale in Jun 2022. The minimum investment it accepts from an outside investor is $10,000. 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 Randy Fertel; Frank Friedler III.
- Total raised
- $1,685,000Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Jun 1, 2022
- Minimum investment
- $10,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- $1 - $5,000,000Self-reported
- Key people and entities
- Randy Fertel; Frank Friedler III
- Latest Form D
- Jun 3, 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 Octavia Five LLC
What is the minimum investment for Octavia Five LLC?
According to its latest Form D, filed Jun 3, 2022, the minimum investment Octavia Five LLC accepts from an outside investor is $10,000.
Who can invest in Octavia Five LLC?
Octavia Five 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 Octavia Five LLC raised?
Octavia Five LLC reports $1,685,000 sold from 17 investors on its Form D filed Jun 3, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Octavia Five LLC based?
Octavia Five LLC is based in New Orleans, Louisiana.
When did Octavia Five LLC launch?
Octavia Five LLC reports its first sale in Jun 2022.
Size compared with every private investment fund
Raised more than 10% of the 10 private investment funds based in Louisiana, and more than 19% of all 10,333 that report sales.