What amount sold does OCA Wesley Mortgage REIT Fund LLC report in Form D filings?

The latest linked filings report $454.4M sold across 1 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was OCA Wesley Mortgage REIT Fund LLC's most recent SEC filing?

OCA Wesley Mortgage REIT Fund LLC's most recent Form D filing was on 2016-09-14.

How many investors does OCA Wesley Mortgage REIT Fund LLC have?

The most recent Form D filing lists 196 investor(s).

OCA Wesley Mortgage REIT Fund LLC

CIK: 0001497082·Pooled Investment Fund·NEW YORK, NY·Limited Liability Company

Reported Sold

$454,392,658

Total Filings

Identified Offerings

Last Filed

Sep 14, 2016

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Sep 14, 2016Form D/A — Amendment

Reported sold: $454,392,658 · Target: Indefinite

Rule 506(b)·196 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Sep 14, 2015Form D/A — Amendment

Reported sold: $230,799,955 · Target: Indefinite

Rule 506(b)·191 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Sep 19, 2014Form D/A — Amendment

Reported sold: $226,073,955 · Target: Indefinite

Rule 506(b)·188 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Exemptions

Sep 20, 2013Form D/A — Amendment

Reported sold: $225,173,955 · Target: Indefinite

Rule 506·186 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Jun 22, 2012Form D/A — Amendment

Reported sold: $151,207,222 · Target: Indefinite

Rule 506·132 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Jul 21, 2010Form D — New notice

Reported sold: $30,945,000 · Target: Indefinite

Rule 506·24 investors·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

196

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

83%

Latest reported sold across 1 identified offering

$454,392,658

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Christine Jurinich

Related Person

Appears on 5 filings

Vincent M Rella

Related Person

Appears on 5 filings

Morris W. Offit

Related Person

Appears on 5 filings

Daniel W. Offit

Related Person

Appears on 5 filings

Todd E. Petzel

Related Person

Appears on 5 filings

Mark C. Abrahamsen

Related Person

Appears on 5 filings

Ned S Offit

Related Person

Appears on 5 filings

Offit Capital Advisors LLC

Related Person

Appears on 4 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Sep 14, 2016	Amendment	Indefinite	$454,392,658	196
Sep 14, 2015	Amendment	Indefinite	$230,799,955	191
Sep 19, 2014	Amendment	Indefinite	$226,073,955	188
Sep 20, 2013	Amendment	Indefinite	$225,173,955	186
Jun 22, 2012	Amendment	Indefinite	$151,207,222	132
Jul 21, 2010	New	Indefinite	$30,945,000	24

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Greer Anderson Global Long, L.P.

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 28, 2026