Form D · Other Investment Fund

OW George Investors LLC

New York, NY · CIK 0001688979

Offering snapshot reported Nov 2, 2016 · SEC filing

Reported sold
$17.5M
Indefinite offering
Investors reported
11
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 25, 2016
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 →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 2, 2016Initial$17,500,000No comparison11SEC filing

Offering details

Securities
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
021-273642

Source: Form D, filed Nov 2, 2016. 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

OW GEORGE INVESTORS LLC

Investment adviser: ORANGEWOOD PARTNERS MANAGEMENT LLC

Gross asset value
$1.14M
Beneficial owners
11
ADV minimum commitment
$0

Reported in Form ADV on Aug 16, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE HORWATH LLP ELKHART, Indiana, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

CROWE HORWATH LLP
PCAOB 173

Filing source

Form ADV 1780249 · Aug 16, 2023 · Schedule D 7.B.(1), fund 805-2843982701

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
Alan Goldfarb Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
9 West 57 Th Street 33 Rd Floor
New York, NY, 10019