AltMountain

Ozcm Opco I LLC

Status: no Form D since Sep 2019. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Ozcm Opco I LLC is a private investment fund based in Redwood City, California. According to its most recent Form D, filed Sep 6, 2019, it has sold $6,180,414 of interests to 3 investors since its first sale in May 2019. The minimum investment it accepts from an outside investor is $100,000. 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 Matthew Morris; Ozone Capital Management LLC.

Total raised
$6,180,414Cumulative sales reported on Form D
Investors
3
First sale
May 27, 2019
Minimum investment
$100,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Matthew Morris; Ozone Capital Management LLC
Latest Form D
Sep 6, 2019

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 Ozcm Opco I LLC

What is the minimum investment for Ozcm Opco I LLC?

According to its latest Form D, filed Sep 6, 2019, the minimum investment Ozcm Opco I LLC accepts from an outside investor is $100,000.

Who can invest in Ozcm Opco I LLC?

Ozcm Opco I 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 Ozcm Opco I LLC raised?

Ozcm Opco I LLC reports $6,180,414 sold from 3 investors on its Form D filed Sep 6, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Ozcm Opco I LLC based?

Ozcm Opco I LLC is based in Redwood City, California.

When did Ozcm Opco I LLC launch?

Ozcm Opco I LLC reports its first sale in May 2019.

Size compared with every private investment fund

Raised more than 55% of the 1,719 private investment funds based in California, and more than 35% of all 10,333 that report sales.

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