AltMountain

OZI Fund I LLC

Lacey, WA · CIK 1815402
Status: no Form D since Jul 2020. 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.

OZI Fund I LLC is a real estate fund based in Lacey, Washington. According to its most recent Form D, filed Jul 7, 2020, it has sold $575,000 of interests since its first sale in Jun 2020. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Kyle Wiese; Ozi LLC.

Total raised
$575,000Cumulative sales reported on Form D
Investors
0
First sale
Jun 28, 2020
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Kyle Wiese; Ozi LLC
Latest Form D
Jul 7, 2020

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 OZI Fund I LLC

What is the minimum investment for OZI Fund I LLC?

According to its latest Form D, filed Jul 7, 2020, the minimum investment OZI Fund I LLC accepts from an outside investor is $50,000.

Who can invest in OZI Fund I LLC?

OZI Fund I LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has OZI Fund I LLC raised?

OZI Fund I LLC reports $575,000 sold on its Form D filed Jul 7, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is OZI Fund I LLC based?

OZI Fund I LLC is based in Lacey, Washington.

When did OZI Fund I LLC launch?

OZI Fund I LLC reports its first sale in Jun 2020.

Size compared with every real estate fund

Raised more than 43% of the 282 real estate funds based in Washington, and more than 26% of all 7,316 that report sales.

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