Form D · Other Investment Fund

WCF Ozone Fund I, L.P.

Santa Barbara, CA · CIK 0001767984

Offering snapshot reported Mar 31, 2025 · SEC filing

Reported sold: $9.82M
Investors reported: 48
Minimum accepted: $0
First sale: Nov 30, 2018

Fundraising history

Reported sold

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 31, 2025	Amendment	$9,816,493	$0vs Mar 18, 2025	48	SEC filing
Mar 31, 2025	Amendment	$9,816,493	$0vs Mar 31, 2025	48	SEC filing
Mar 18, 2025	Initial	$9,816,493	No comparison	48	SEC filing
Apr 11, 2019	Amendment	$5,250,000	$2,800,000vs Feb 25, 2019	15	SEC filing
Feb 25, 2019	Initial	$2,450,000	No comparison	7	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: 021-541180

Source: Form D, filed Mar 31, 2025. 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

WCF OZONE FUND I, L.P.

Investment adviser: SAGE ADVISORS, LLC

Gross asset value: $9.8M
Beneficial owners: 38
ADV minimum commitment: $50K

Reported in Form ADV on Sep 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP LA JOLLA, California, United States

Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496

Filing source

Form ADV 2133069 · Sep 21, 2026 · Schedule D 7.B.(1), fund 805-2083876002

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
Name	Reported role
Steve Weintraub	Executive
Steven Weintraub	Executive
Financial Llc West Coast	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1525 State Street, Ste. 104
Santa Barbara, CA, 93101