OTB Wealth Fund LLC is a real estate fund based in Dover, Delaware. Its most recent Form D, filed Nov 3, 2026, reports no sales yet. 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(b), which does not permit general solicitation. Related persons named in the filing include Courtney Epps; David Pietsch; Nick Nardulli.
- Total raised
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $50,000
- 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
- Courtney Epps; David Pietsch; Nick Nardulli
- Latest Form D
- Nov 3, 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 OTB Wealth Fund LLC
What is the minimum investment for OTB Wealth Fund LLC?
According to its latest Form D, filed Nov 3, 2026, the minimum investment OTB Wealth Fund LLC accepts from an outside investor is $50,000.
Who can invest in OTB Wealth Fund LLC?
OTB Wealth Fund 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 OTB Wealth Fund LLC raised?
OTB Wealth Fund LLC's latest Form D, filed Nov 3, 2026, reports no sales yet.
Where is OTB Wealth Fund LLC based?
OTB Wealth Fund LLC is based in Dover, Delaware.
Size compared with every real estate fund
This fund hasn't reported any sales yet.