Jeff Bocan is listed as a director on 8 SEC Form D filings by 6 issuers between Jul 2017 and Jun 2025. Largest by amount reported sold: OV IV, L.P. (Ladera Ranch, CA — pooled investment fund — 2020–2021; $32.6M reported sold to 59 investors), OV Opp Fund I, L.P. (Ladera Ranch, CA — pooled investment fund — 2021; $15.7M reported sold to 32 investors), WeGive, Inc. (Malibu, CA — other technology — 2022; $2.5M reported sold to 17 investors), Tapin2, Inc. (Pasadena, CA — other technology — 2017; $2.15M reported sold to 23 investors), Nimble for Good, PBC (Costa Mesa, CA — other technology — 2018–2019; $2M reported sold to 3 investors) and 1 more (all listed below).
What this means A repeat sponsor — 6 separate companies raised money with this person listed as director, over about 8 years. Across those companies the filings report $54.9M sold in total.
Listed alongside B. Marc Averitt (3 shared filings), John Walker (2 shared filings), OV IV GP, LLC (2 shared filings, management entity), Ross Howe (2 shared filings), Timothy Connors (2 shared filings) and 11 others.
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Jeff. Each name links to their own page.
2 of the issuers belong to the sponsor group Okapi (4 issuers, $48.3M reported sold, 2011–2021).
What this means A sponsor group is one team that sets up a new company for each deal. Okapi has 4 companies on file and $48.3M reported sold in total — the group page shows the whole track record in one place.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — none found.
What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.
We compared 8 public filings for Jeff Bocan and found 10 differences, 1 worth asking the sponsor about: Form D filed 114 days after the first sale; and more below.
What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.