RAD Diversified OZ, LP is a private equity fund based in Tampa, Florida. According to its most recent Form D, filed Mar 31, 2023, it has sold $5,053,225 of interests to 18 investors since its first sale in Jan 2022. The minimum investment it accepts from an outside investor is $10,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Brandon Mendenhall.
- Total raised
- $5,053,225Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Jan 7, 2022
- Minimum investment
- $10,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Brandon Mendenhall
- Latest Form D
- Mar 31, 2023
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 RAD Diversified OZ, LP
What is the minimum investment for RAD Diversified OZ, LP?
According to its latest Form D, filed Mar 31, 2023, the minimum investment RAD Diversified OZ, LP accepts from an outside investor is $10,000.
Who can invest in RAD Diversified OZ, LP?
RAD Diversified OZ, LP 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(c), so it may advertise, but every investor must be verified as accredited.
How much has RAD Diversified OZ, LP raised?
RAD Diversified OZ, LP reports $5,053,225 sold from 18 investors on its Form D filed Mar 31, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is RAD Diversified OZ, LP based?
RAD Diversified OZ, LP is based in Tampa, Florida.
When did RAD Diversified OZ, LP launch?
RAD Diversified OZ, LP reports its first sale in Jan 2022.
Size compared with every private equity fund
Raised more than 69% of the 777 private equity funds based in Florida, and more than 35% of all 8,896 that report sales.