Form D · Hedge Fund

OCA WCM FIG LLC

New York, NY · CIK 0001945507

Offering snapshot reported Jul 17, 2026 · SEC filing

Reported sold
$49.8M
Indefinite offering
Investors reported
43
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Feb 1, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$24.9M$49.8MOct 19, 2022: $2,675,000.00Oct 19, 2022Jul 23, 2024: $35,867,000.00Jul 23, 2024Jul 22, 2025: $40,331,072.00Jul 22, 2025Jul 17, 2026: $49,757,250.00Jul 17, 2026

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$40,331,072 → $49,757,250
  • Reported investors38 → 43

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 17, 2026Amendment$49,757,250$9,426,178vs Jul 22, 202543SEC filing
Jul 22, 2025Amendment$40,331,072$4,464,072vs Jul 23, 202438SEC filing
Jul 23, 2024Amendment$35,867,000$33,192,000vs Oct 19, 202232SEC filing
Oct 19, 2022Initial$2,675,000No comparison3SEC 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
021-462198

Source: Form D, filed Jul 17, 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 WCM FIG LLC

Investment adviser: OFFIT CAPITAL ADVISORS LLC

Gross asset value
$52.4M
Beneficial owners
39
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 805-7049091876

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
NameReported role
Ned Offit Executive
N/A Offit Capital Advisors Llc Executive
Offit Capital Advisors Llc Executive
Vincent Rella Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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