What amount sold does OCA Strategos RMBS Fund report in Form D filings?

The latest linked filings report $335.5M 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 Strategos RMBS Fund's most recent SEC filing?

OCA Strategos RMBS Fund's most recent Form D filing was on 2016-10-04.

How many investors does OCA Strategos RMBS Fund have?

The most recent Form D filing lists 139 investor(s).

OCA Strategos RMBS Fund

CIK: 0001587547·Pooled Investment Fund·NEW YORK, NY·Limited Liability Company·Founded 2013

Reported Sold

$335,520,799

Total Filings

Identified Offerings

Last Filed

Oct 4, 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

Oct 4, 2016Form D/A — Amendment

Reported sold: $335,520,799 · Target: Indefinite

Rule 506(b)·139 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Oct 8, 2015Form D/A — Amendment

Reported sold: $325,780,799 · Target: Indefinite

Rule 506(b)·136 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Oct 3, 2014Form D/A — Amendment

Reported sold: $292,291,799 · Target: Indefinite

Rule 506(b)·120 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Oct 2, 2013Form D — New notice

Reported sold: $258,981,499 · Target: Indefinite

Rule 506(b)·120 investors·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

139

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

75%

Latest reported sold across 1 identified offering

$335,520,799

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 4 filings

Offit Capital Advisors LLC

Related Person

Appears on 4 filings

Vincent M Rella

Related Person

Appears on 4 filings

Morris W. Offit

Related Person

Appears on 4 filings

Daniel W. Offit

Related Person

Appears on 4 filings

Todd E. Petzel

Related Person

Appears on 4 filings

Mark C. Abrahamsen

Related Person

Appears on 4 filings

Ned S Offit

Related Person

Appears on 4 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Oct 4, 2016	Amendment	Indefinite	$335,520,799	139
Oct 8, 2015	Amendment	Indefinite	$325,780,799	136
Oct 3, 2014	Amendment	Indefinite	$292,291,799	120
Oct 2, 2013	New	Indefinite	$258,981,499	120

Filing History

Amendment insights

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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.

KETTLE HILL PARTNERS, LP

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 30, 2026