Form D · Other Investment Fund

ADU OZ FUND LLC

San Diego, CA · CIK 0001906101

Offering snapshot reported Oct 11, 2022 · SEC filing

Reported sold
$75K
Offering amount: $250M
Investors reported
1
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jun 17, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 11, 2022Initial$75,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-461249

Source: Form D, filed Oct 11, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Adam Stone Executive
Matt Williams Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
411 Camino Del Rio S 300
San Diego, CA, 92108