Form D · Other Investment Fund
Claritas OZone Fund II, L.P.
Nashville, TN · CIK 0001797386
Offering snapshot reported Jan 22, 2020 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Jan 22, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-358671
General Partner to receive a management fee equal to 2.0% of capital commitments, which may be paid from capital contributions.
Source: Form D, filed Jan 22, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
CLARITAS OZONE FUND II, L.P.
Investment adviser: CLARITAS CAPITAL MANAGEMENT SERVICES, INC.
- Gross asset value
- $7.2M
- Beneficial owners
- 21
- ADV minimum commitment
- $250K
Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, LLC
PCAOB 2457
Filing source
Form ADV 2069068 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-7620904758
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 |
|---|---|
| N/A Claritas Capital, Llc | Executive |
| N/A Claritas O Zone Partners Ii Llc | Executive |
| J. Donald Mc Lemore, Jr. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Nashville, TN, 37215