OR-SA2 Intermediate, LLC is a private investment fund based in Westport, Connecticut. According to its most recent Form D, filed Jun 7, 2022, it has sold $895,030 of interests to 17 investors since its first sale in May 2022. The minimum investment it accepts from an outside investor is $25,000. 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 Richard Thoms; LLC Assure Fund Management II; Nicholas Chew.
- Total raised
- $895,030Cumulative sales reported on Form D
- Investors
- 17
- First sale
- May 24, 2022
- Minimum investment
- $25,000
- 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
- Richard Thoms; LLC Assure Fund Management II; Nicholas Chew
- Latest Form D
- Jun 7, 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 OR-SA2 Intermediate, LLC
What is the minimum investment for OR-SA2 Intermediate, LLC?
According to its latest Form D, filed Jun 7, 2022, the minimum investment OR-SA2 Intermediate, LLC accepts from an outside investor is $25,000.
Who can invest in OR-SA2 Intermediate, LLC?
OR-SA2 Intermediate, 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 OR-SA2 Intermediate, LLC raised?
OR-SA2 Intermediate, LLC reports $895,030 sold from 17 investors on its Form D filed Jun 7, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is OR-SA2 Intermediate, LLC based?
OR-SA2 Intermediate, LLC is based in Westport, Connecticut.
When did OR-SA2 Intermediate, LLC launch?
OR-SA2 Intermediate, LLC reports its first sale in May 2022.
Size compared with every private investment fund
Raised more than 23% of the 307 private investment funds based in Connecticut, and more than 13% of all 10,248 that report sales.