Form D · Private Equity Fund
Loci Capital Opportunistic Fund, LP
Safety Harbor, FL · CIK 0001827587
Offering snapshot reported Oct 21, 2020 · SEC filing
- Reported sold
- Yet to sell Offering amount: $75M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $500K 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 |
|---|---|---|---|---|---|
| Oct 21, 2020 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Oct 20, 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
- Not reported
Source: Form D, filed Oct 21, 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 |
|---|---|
| Loci Capital Group, Llc | Promoter |
| N/A Loci Capital Group, Llc | Promoter |
| N/A Loci Capital Management Co., Llc | Promoter |
| N/A Loci Capital Op Fund Gp, Llc | Promoter |
| N/A Loci Capital Op Fund Holdings, Llc | Promoter |
| Loci Capital Management Co., Llc | Promoter |
| Loci Capital Op Fund Gp, Llc | Promoter |
| Loci Capital Op Fund Holdings, Llc | Promoter |
| Michael J Phillips | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
690 Main Street Pmb 10050
Safety Harbor, FL, 34695
Safety Harbor, FL, 34695