AltMountain

RAD OZ Fund, LLC

Alpharetta, GA · CIK 1994538
Status: no Form D since Sep 2023. 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.

RAD OZ Fund, LLC is a real estate fund based in Alpharetta, Georgia. According to its most recent Form D, filed Sep 22, 2023, it has sold $1,150,000 of interests to 8 investors since its first sale in Jul 2023. The minimum investment it accepts from an outside investor is $100,000. 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 RAD OZ Fund Manager, LLC; Jeffrey Warwick.

Total raised
$1,150,000Cumulative sales reported on Form D
Investors
8
First sale
Jul 13, 2023
Minimum investment
$100,000
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
RAD OZ Fund Manager, LLC; Jeffrey Warwick
Latest Form D
Sep 22, 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 OZ Fund, LLC

What is the minimum investment for RAD OZ Fund, LLC?

According to its latest Form D, filed Sep 22, 2023, the minimum investment RAD OZ Fund, LLC accepts from an outside investor is $100,000.

Who can invest in RAD OZ Fund, LLC?

RAD OZ 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 RAD OZ Fund, LLC raised?

RAD OZ Fund, LLC reports $1,150,000 sold from 8 investors on its Form D filed Sep 22, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is RAD OZ Fund, LLC based?

RAD OZ Fund, LLC is based in Alpharetta, Georgia.

When did RAD OZ Fund, LLC launch?

RAD OZ Fund, LLC reports its first sale in Jul 2023.

Size compared with every real estate fund

Raised more than 60% of the 494 real estate funds based in Georgia, and more than 35% of all 7,350 that report sales.

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