Form D · Commercial

West Holden Place OZ Fund LLC

Lone Tree, CO · CIK 0001914969

Offering snapshot reported May 20, 2024 · SEC filing

Reported sold
$3.71M
Offering amount: $5.75M
Investors reported
32
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Dec 20, 2021
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 20, 2024Initial$3,706,000No comparison32SEC filing
Mar 15, 2022Initial$2,850,000No comparison27SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-513716
Likely won't raise the full amount of the offering.

Source: Form D, filed May 20, 2024. 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

WEST HOLDEN PLACE OZ FUND LLC

Investment adviser: AVODAH CAPITAL GROUP, LLC

Gross asset value
$3.71M
Beneficial owners
34
ADV minimum commitment
$250K

Reported in Form ADV on Feb 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian UMB BANK ENGLEWOOD, Colorado, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 2046540 · Feb 23, 2026 · Schedule D 7.B.(1), fund 805-3344023257

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
Adam Berger Executive
Justin Ersch Promoter
John Ikalowych Promoter
Todd Johnson Promoter
Jesse Mc Dowell Promoter
Llc Modular Enterprises West Holden Executive
Stephen Strawbridge Promoter

Issuer details

Industry: Commercial (See others in industry)

Address:
10375 Park Meadows Dr. Suite 260
Lone Tree, CO, 80124