Form D · Other Investment Fund

LOLI OTF III LLC

Garrison, NY · CIK 0002022714

Offering snapshot reported Jan 23, 2025 · SEC filing

Reported sold
$515K
Offering amount: $515K
Investors reported
15
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Apr 30, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$258K$515KJul 23, 2024: $243,500.00Jul 23, 2024Jan 23, 2025: $515,000.00Jan 23, 2025

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$243,500 → $515,000
  • Minimum accepted$10,000 → $5,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 23, 2025Amendment$515,000$271,500vs Jul 23, 202415SEC filing
Jul 23, 2024Initial$243,500No comparison15SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-519475

Source: Form D, filed Jan 23, 2025. 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
Jeff Werner Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
36 Winston Lane
Garrison, NY, 10524