Form D · Commercial
OTB Wealth Fund LLC
Dover, DE · CIK 0002138246
Offering snapshot reported Nov 3, 2026 · SEC filing
- Reported sold
- Yet to sell Offering amount: $50M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $50K 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 |
|---|---|---|---|---|---|
| Nov 3, 2026 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jun 15, 2026 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Debt, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-587363
Source: Form D, filed Nov 3, 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 |
|---|---|
| Courtney West Epps | Executive |
| Brandon Epps | Executive |
| Nick Nardulli | Executive |
| David Pietsch | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
8 The Green, Suite A
Dover, DE, 19901
Dover, DE, 19901