Form D · Private Equity Fund
UTD OZ InvestCo, LLC
Lutherville, MD · CIK 0001840007
Offering snapshot reported Jan 12, 2021 · SEC filing
- Reported sold
- $2.7M Indefinite offering
- Investors reported
- 16 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 30, 2020 As reported in this filing
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 |
|---|---|---|---|---|---|
| Jan 12, 2021 | Initial | $2,695,138 | No comparison | 16 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-386040
Source: Form D, filed Jan 12, 2021. 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 |
|---|---|
| Michael J. Booth | Executive |
| Sarah Cheplak | Executive |
| Brian P. Guerin | Executive |
| Joshua M. D. Hall, Iii | Executive |
| Andrew L. John | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
2330 West Joppa Road, Suite 320
Lutherville, MD, 21093
Lutherville, MD, 21093