Form D · Private Equity Fund
CCI OZ Fund, LLC
Alpharetta, GA · CIK 0001804125
Offering snapshot reported Feb 24, 2020 · SEC filing
- Reported sold
- $862K Offering amount: $25M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Oct 1, 2019 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 24, 2020 | Initial | $862,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-361194
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| none | None | none |
Source: Form D, filed Feb 24, 2020. 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.
| Name | Reported role |
|---|---|
| Jeffrey Warwick | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
3000 Old Alabama Road Suite 119 115
Alpharetta, GA, 30022
Alpharetta, GA, 30022