Form D · Commercial

Investors Choice OZ Fund, LLC

Silverdale, WA · CIK 0001863606

Offering snapshot reported Feb 27, 2023 · SEC filing

Reported sold: $12.3M
Investors reported: 41
Minimum accepted: $53.3K
First sale: Aug 31, 2021

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$53,250 → $12,348,345
Reported investors1 → 41

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 27, 2023	Amendment	$12,348,345	$12,295,095vs Sep 14, 2021	41	SEC filing
Sep 14, 2021	Initial	$53,250	No comparison	1	SEC filing

Offering details

Securities: Equity
Exemptions: 06c
Duration over one year: Yes
Business combination: No

Sales commissions: $212K
Finders' fees: $0
Form D file number: 021-413206

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Pinnacle Capital Securities, LLC	106213
KCD Financial, Inc.	127473

Source: Form D, filed Feb 27, 2023. 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
Name	Reported role
Gregory Genovese Jr	Executive
Gregory Genovese Jr.	Executive
Kim Hansen	Executive
Llc Icoz Manager	Executive
Llc Usg Ozi	Promoter
Kyle Wiese	Executive

Issuer details

Industry: Commercial (See others in industry)

Address:

2021 Nw Myhre Road Suite 220
Silverdale, WA, 98383