Ofw Low Beta, LLC
Ofw Low Beta, LLC is a hedge fund based in Aventura, Florida. According to its most recent Form D, filed Dec 22, 2025, the fund has sold $77,724,194 of interests to 66 investors since its first sale in May 2018. 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 Omnia Family Wealth, LLC; Ivan Hernandez; Michael Wagner.
Performance
No verified returns have been reported for this fund. As a rough guide, Omnia Family Wealth, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +5.7% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +34.9% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $77,724,194Cumulative sales reported on Form D
- Investors
- 66
- First sale
- May 1, 2018
- 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
- Omnia Family Wealth, LLC; Ivan Hernandez; Michael Wagner
- Latest Form D
- Dec 22, 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 Ofw Low Beta, LLC
What is the minimum investment for Ofw Low Beta, LLC?
Ofw Low Beta, LLC's latest Form D, filed Dec 22, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Ofw Low Beta, LLC?
Ofw Low Beta, 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 Ofw Low Beta, LLC raised?
Ofw Low Beta, LLC reports $77,724,194 sold from 66 investors on its Form D filed Dec 22, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Ofw Low Beta, LLC based?
Ofw Low Beta, LLC is based in Aventura, Florida and is managed by Omnia Family Wealth, LLC.
When did Ofw Low Beta, LLC launch?
Ofw Low Beta, LLC reports its first sale in May 2018.
Size compared with every hedge fund
Raised more than 74% of the 750 hedge funds based in Florida, and more than 53% of all 10,308 that report sales.