PDX Oz Fund LLC is a real estate fund based in Vancouver, Washington. According to its most recent Form D, filed Jun 11, 2026, it has sold $12,300,000 of interests to 23 investors since its first sale in Jun 2024. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Richard Takach, Jr.
- Total raised
- $12,300,000Cumulative sales reported on Form D
- Investors
- 23
- First sale
- Jun 14, 2024
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Richard Takach, Jr
- Latest Form D
- Jun 11, 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 PDX Oz Fund LLC
What is the minimum investment for PDX Oz Fund LLC?
According to its latest Form D, filed Jun 11, 2026, the minimum investment PDX Oz Fund LLC accepts from an outside investor is $100,000.
Who can invest in PDX Oz Fund LLC?
PDX Oz Fund LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has PDX Oz Fund LLC raised?
PDX Oz Fund LLC reports $12,300,000 sold from 23 investors on its Form D filed Jun 11, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is PDX Oz Fund LLC based?
PDX Oz Fund LLC is based in Vancouver, Washington.
When did PDX Oz Fund LLC launch?
PDX Oz Fund LLC reports its first sale in Jun 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 90% of the 285 real estate funds based in Washington, and more than 82% of all 7,348 that report sales.