Optimal Access I, LLC
Optimal Access I, LLC is a private investment fund based in Traverse City, Michigan. According to its most recent Form D, filed Sep 15, 2026, it has sold $6,452,500 of interests to 17 investors since its first sale in Sep 2018. The minimum investment it accepts from an outside investor is $50,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Joseph Batcha, III; Optimal Capital Advisors LLC.
- Total raised
- $6,452,500Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Sep 24, 2018
- Minimum investment
- $50,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Joseph Batcha, III; Optimal Capital Advisors LLC
- Latest Form D
- Sep 15, 2026
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 Optimal Access I, LLC
What is the minimum investment for Optimal Access I, LLC?
According to its latest Form D, filed Sep 15, 2026, the minimum investment Optimal Access I, LLC accepts from an outside investor is $50,000.
Who can invest in Optimal Access I, LLC?
Optimal Access I, 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Optimal Access I, LLC raised?
Optimal Access I, LLC reports $6,452,500 sold from 17 investors on its Form D filed Sep 15, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Optimal Access I, LLC based?
Optimal Access I, LLC is based in Traverse City, Michigan and is managed by Optimal Capital Advisors, LLC.
When did Optimal Access I, LLC launch?
Optimal Access I, LLC reports its first sale in Sep 2018.
Size compared with every private investment fund
Raised more than 63% of the 59 private investment funds based in Michigan, and more than 35% of all 10,212 that report sales.