OPI Heritage, LLC is a private investment fund based in Los Angeles, California. According to its most recent Form D, filed Sep 11, 2025, it has sold $4,438,500 of interests to 57 investors since its first sale in Jan 2025. The minimum investment it accepts from an outside investor is $6,500. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include David Weinstock; Oak Park Real Estate Advisors LLC; Jonathan Rugg.
- Total raised
- $4,438,500Cumulative sales reported on Form D
- Investors
- 57
- First sale
- Jan 1, 2025
- Minimum investment
- $6,500
- 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
- David Weinstock; Oak Park Real Estate Advisors LLC; Jonathan Rugg
- Latest Form D
- Sep 11, 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. 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 OPI Heritage, LLC
What is the minimum investment for OPI Heritage, LLC?
According to its latest Form D, filed Sep 11, 2025, the minimum investment OPI Heritage, LLC accepts from an outside investor is $6,500.
Who can invest in OPI Heritage, LLC?
OPI Heritage, 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 OPI Heritage, LLC raised?
OPI Heritage, LLC reports $4,438,500 sold from 57 investors on its Form D filed Sep 11, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is OPI Heritage, LLC based?
OPI Heritage, LLC is based in Los Angeles, California.
When did OPI Heritage, LLC launch?
OPI Heritage, LLC reports its first sale in Jan 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 investment fund
Raised more than 50% of the 1,714 private investment funds based in California, and more than 30% of all 10,270 that report sales.