Form D · Private Equity Fund
IAA OZ Fund I, LP
Cary, NC · CIK 0001796858
Offering snapshot reported Dec 13, 2019 · SEC filing
- Reported sold
- $4.5M Offering amount: $60M
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Dec 5, 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 13, 2019 | Initial | $4,500,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-355523
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Dec 13, 2019. 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 |
|---|---|
| Frank Floyd | Executive |
| Andrew Ross | Executive |
| B. Grant Yarber | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1400 Crescent Green Drive Ste 212
Cary, NC, 27518
Cary, NC, 27518