Form D · Hedge Fund

OCA Preferred Income LLC

New York, NY · CIK 0001992065

Offering snapshot reported Sep 18, 2026 · SEC filing

Reported sold: $102M
Investors reported: 154
Minimum accepted: $1M
First sale: Jun 15, 2023

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$129,217,281 → $101,615,865

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 18, 2026	Amendment	$101,615,865	-$27,601,416vs Aug 28, 2025	154	SEC filing
Aug 28, 2025	Amendment	$129,217,281	No comparison	Not reported	SEC filing
Aug 30, 2024	Amendment	$116,863,500	$31,971,000vs Sep 1, 2023	163	SEC filing
Sep 1, 2023	Initial	$84,892,500	No comparison	123	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-491226

Source: Form D, filed Sep 18, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

OCA PREFERRED INCOME LLC

Investment adviser: OFFIT CAPITAL ADVISORS LLC

Gross asset value: $126M
Beneficial owners: 142
ADV minimum commitment: $1M

Reported in Form ADV on Aug 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian CHARLES SCHWAB & CO., INC. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2126839 · Aug 19, 2026 · Schedule D 7.B.(1), fund 805-7287448534

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Ned Offit	Executive
N/A Offit Capital Advisors Llc	Executive
Vincent M Rella	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

485 Lexington Avenue 19 Th Floor
New York, NY, 10017