Form D · Private Equity Fund

Kress OZB LLC

San Antonio, TX · CIK 0001793553

Offering snapshot reported Sep 11, 2023 · SEC filing

Reported sold
$18.6M
Indefinite offering
Investors reported
14
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 3, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.3M$18.6MSep 15, 2021: $18,593,876.00Sep 15, 2021Feb 28, 2023: $18,593,876.00Feb 28, 2023Sep 11, 2023: $18,593,876.00Sep 11, 2023

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 11, 2023Amendment$18,593,876$0vs Feb 28, 202314SEC filing
Feb 28, 2023Amendment$18,593,876$0vs Sep 15, 202114SEC filing
Sep 15, 2021Amendment$18,593,876No comparisonNot reportedSEC filing
Nov 3, 2020Amendment$18,593,876$1,108,432vs Nov 15, 201914SEC filing
Nov 15, 2019Initial$17,485,444No comparison12SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-353511

Source: Form D, filed Sep 11, 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
NameReported role
Joshua Bullock Director
Chris Creel Executive
Anna Jones Executive
Joel Katz Executive
Kress Oz Gp Llc Executive
Melissa Mc Carthy Executive
Ovation Management Llc Executive
Ovation Oz Management Llc Executive
Ovation Partners Lp Executive
Michael Rovner Executive
Jeff Serra Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
12000 Network Blvd., Bldg. B, Suite 210
San Antonio, TX, 78249