Form D · Other Investment Fund
Optimal SM Capital Fund I, LLC
Traverse City, MI · CIK 0001996229
Offering snapshot reported Sep 15, 2026 · SEC filing
- Reported sold
- $7.1M Offering amount: $7.1M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Apr 1, 2021 As reported in this filing
Fundraising history
Reported soldDates 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 15, 2026 | Amendment | $7,100,000 | $0vs Oct 24, 2023 | 19 | SEC filing |
| Oct 24, 2023 | Initial | $7,100,000 | No comparison | 19 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-495543
Source: Form D, filed Sep 15, 2026. 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 |
|---|---|
| Joseph P Batcha, Iii | Executive |
| Optimal Capital Advisors Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Traverse City, MI, 49684