Sponsor Check › Person
Related person on Form D filings · address state as listed: NY · listed Sep 8, 2009 → Dec 3, 2021
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:57 PM ET · SEC enforcement last checked: not yet
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:57 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
0 of 48 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Dec 3, 2021 D/A File 021-179509 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2019 D/A File 021-294919 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 22, 2018 D/A File 021-205258 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2018 D/A File 021-124240 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2018 D File 021-309703 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2018 D File 021-309713 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2018 D/A File 021-236373 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2018 D/A File 021-237918 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 7, 2018 D/A File 021-257313 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 20, 2017 D File 021-295051 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 19, 2017 D File 021-294980 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 8, 2017 D/A File 021-124522 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2017 D/A File 021-264296 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2017 D/A File 021-264363 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 20, 2017 D File 021-282925 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 20, 2017 D File 021-282903 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2017 D/A File 021-236376 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2017 D/A File 021-236361 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2017 D/A File 021-236391 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2017 D/A File 021-236003 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 10, 2017 D/A File 021-193372 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 7, 2017 D File 021-281911 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 4, 2016 D/A File 021-203888 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 4, 2016 D/A File 021-236478 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 14, 2016 D/A File 021-145261 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 31, 2016 D/A File 021-124447 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2016 D/A File 021-193366 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 13, 2015 D/A File 021-213541 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2014 D File 021-213579 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2014 D File 021-213603 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2013 D/A File 021-134286 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2013 D/A File 021-124369 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2013 D/A File 021-174307 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 15, 2013 D File 021-193370 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 8, 2013 D/A File 021-124267 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 8, 2013 D/A File 021-134283 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 8, 2013 D/A File 021-174009 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 11, 2012 D File 021-179525 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 2, 2012 D File 021-174303 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 24, 2012 D/A File 021-140139 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 15, 2010 D File 021-149140 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 15, 2010 D File 021-149160 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 21, 2010 D/A File 021-124260 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 20, 2010 D/A File 021-124500 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2010 D/A File 021-134300 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2010 D/A File 021-134375 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2010 D/A File 021-124595 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 10, 2009 D File 021-134291 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Dec 3, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,904,477 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Dec 3, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,904,477 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Dec 3, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,904,477 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CMTG LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, the Issuer's Managing Member | Sep 18, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $161,111,000 | 141 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Dec 3, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,904,477 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Sachem Head LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Oct 22, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $52,710,704 | 63 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CMTG LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, the Issuer's Managing Member | Sep 18, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $118,006,600 | 116 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Aug 10, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $210,474,716 | 151 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA TBP VI LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, the Issuer's Managing Member | Apr 10, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $21,990,000 | 24 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA LREF VIII LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, the Issuer's Managing Member | Apr 10, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $14,975,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA OHA Credit Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Issuer's Managing Member | Apr 4, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $237,358,789 | 120 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Iguana Long-Only Healthcare Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Apr 4, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $73,695,502 | 51 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Anchorage LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Feb 7, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $15,356,000 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Dec 1, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $60,753,287 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Sachem Head LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Oct 20, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $51,931,702 | 63 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Silver Lake V TE LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, the Issuer's Managing Member | Sep 20, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $17,190,000 | 12 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Silver Lake V LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, the Issuer's Managing Member | Sep 19, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $33,965,000 | 44 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CMTG LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, the Issuer's Managing Member | Sep 18, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $42,780,000 | 49 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA PERSHING SQUARE FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, Its Managing Member | Sep 8, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $38,551,242 | 31 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Aug 11, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $208,649,716 | 149 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA BREDS III TE LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Issuer's Managing Member | Jun 2, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,125,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA BREDS III LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, the Issuer's Managing Member | Jun 2, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $52,535,000 | 48 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA OHA Credit Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Issuer's Managing Member | Apr 14, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $194,797,687 | 106 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA GEM Realty VI LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 20, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $2,750,000 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA LMMI IV LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, is Managing Member | Mar 20, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $33,015,000 | 44 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA GSO Capital Solutions Fund II LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 17, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $31,964,001 | 30 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA LCP VIII LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 17, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,280,000 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA MREP I LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 17, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $28,000,000 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Iguana Long-Only Healthcare Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 17, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $35,277,000 | 36 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Van Eck Concentrated Energy Equity Portfolio LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, the Issuer's Managing Member | Mar 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $130,754,987 | 95 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CRMBS Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, the Issuer's Managing Member | Mar 10, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $27,680,000 | 37 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA ORC LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Mar 7, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $28,000,000 | 49 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Anchorage LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Feb 10, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $14,240,000 | 20 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Dec 2, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $60,753,287 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Sachem Head LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Oct 21, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $51,881,702 | 62 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Patria V LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Oct 4, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,650,000 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Strategos RMBS Fund group: Oca | Executive Officer Chairman of the Managing Member | Oct 4, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $335,520,799 | 139 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Wesley Mortgage REIT Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Sep 14, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $454,392,658 | 196 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA PERSHING SQUARE FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, Its Managing Member | Sep 9, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $38,551,242 | 31 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Aug 12, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $204,849,715 | 148 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA BREDS III TE LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Issuer's Managing Member | Jun 3, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $19,125,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA BREDS III LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, the Issuer's Managing Member | Jun 2, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $52,535,000 | 48 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA OHA Credit Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Issuer's Managing Member | Apr 14, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $180,639,474 | 87 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Mar 31, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $29,473,264 | 29 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA MREP I LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 18, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $28,000,000 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA GSO Capital Solutions Fund II LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 18, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,138,841 | 33 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Iguana Long-Only Healthcare Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 18, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $35,277,000 | 36 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA LCP VIII LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 18, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $12,750,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Van Eck Concentrated Energy Equity Portfolio LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, the Issuer's Managing Member | Mar 16, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $130,320,926 | 92 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Brigade Credit Fund II LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Mar 14, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $397,576,917 | 146 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CRMBS Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, the Issuer's Managing Member | Mar 11, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $27,680,000 | 37 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Anchorage LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Feb 11, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $3,335,000 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Dec 2, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,960,417 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Sachem Head LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Oct 23, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $47,141,702 | 56 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Patria V LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Oct 9, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,650,000 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Strategos RMBS Fund group: Oca | Executive Officer Chairman of the Managing Member | Oct 8, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $325,780,799 | 136 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Wesley Mortgage REIT Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Sep 14, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $230,799,955 | 191 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA PERSHING SQUARE FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, Its Managing Member | Sep 10, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $35,626,242 | 29 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Aug 14, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $186,080,315 | 130 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA OHA Credit Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Issuer's Managing Member | Apr 14, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $148,152,000 | 61 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Apr 2, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $28,342,264 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Patria V LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 24, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA MREP I LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 23, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $28,000,000 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA LCP VIII LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 20, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $12,750,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Iguana Long-Only Healthcare Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 20, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $19,085,000 | 20 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA GSO Capital Solutions Fund II LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 20, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $17,138,841 | 33 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Van Eck Concentrated Energy Equity Portfolio LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, the Issuer's Managing Member | Mar 16, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $43,501,000 | 39 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CRMBS Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, the Issuer's Managing Member | Mar 13, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $27,680,000 | 37 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Brigade Credit Fund II LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Mar 13, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $388,776,917 | 144 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA SA Mezzanine II LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Mar 13, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $11,200,000 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Dec 5, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,960,417 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Sachem Head LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Oct 23, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $28,151,704 | 33 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Strategos RMBS Fund group: Oca | Executive Officer Chairman of the Managing Member | Oct 3, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $292,291,799 | 120 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Wesley Mortgage REIT Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Sep 19, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $226,073,955 | 188 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA PERSHING SQUARE FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, Its Managing Member | Sep 10, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $31,951,242 | 28 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Aug 14, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $159,696,725 | 114 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Apr 3, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $27,152,073 | 23 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Brigade Credit Fund II LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Mar 17, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $377,543,917 | 139 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CRMBS Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, the Issuer's Managing Member | Mar 14, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $15,595,000 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA HCRP III Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Mar 14, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $2,400,000 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA KKR Energy Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Mar 14, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $12,584,332 | 19 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA SA Mezzanine II LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Mar 13, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $11,200,000 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Dec 6, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,360,417 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Sachem Head LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Oct 25, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $16,524,998 | 23 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Strategos RMBS Fund group: Oca | Executive Officer Chairman of the Managing Member | Oct 2, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $258,981,499 | 120 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Wesley Mortgage REIT Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Sep 20, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $225,173,955 | 186 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA PERSHING SQUARE FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, Its Managing Member | Sep 12, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $31,010,000 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Aug 15, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $159,696,725 | 114 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EA Fund LLC group: Oca | Executive Officer Chairman of the Managing Memeber, Offit Capital Advisors LLC | Apr 3, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $8,500,000 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Apr 3, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,710,000 | 20 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Chesapeake Partners International Feeder Fund Segregated Portfolio group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Manager | Apr 3, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,675,000 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA BRIGADE LEVERAGED CAPITAL STRUCTURES FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Apr 3, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,884,516 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CRMBS Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, its Managing Member | Mar 15, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $14,840,000 | 21 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Global High Quality Fixed Income Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Mar 15, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $22,938,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Brigade Credit Fund II LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Mar 15, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $372,102,265 | 131 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Offshore Multi-Manager Fund I LTD group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Mar 8, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $35,045,800 | 18 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA MULTI MANAGER FUND I LP group: Oca | Executive Officer Chairman of the Manager, Offit Capitial Advisors LLC | Mar 8, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $86,362,000 | 41 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Real Estate Opportunities Fund I LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Mar 8, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $29,810,000 | 18 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Wesley Mortgage REIT Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Jun 22, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $151,207,222 | 132 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA PERSHING SQUARE FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, Its Managing Member | Jun 21, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $24,885,000 | 23 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA BREP VII Fund LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Jun 11, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $31,110,000 | 28 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Lechworth Fund LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Jun 8, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $900,000 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Chesapeake Partners International Feeder Fund Segregated Portfolio group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Manager | Mar 2, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $4,000,000 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Capital Preservation Fund II LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Mar 2, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $31,208,989 | 2 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Real Estate Opportunities Fund I LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Feb 27, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $29,864,621 | 19 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Jan 27, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,962,482 | 18 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Jan 25, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $58,707,501 | 67 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA BRIGADE LEVERAGED CAPITAL STRUCTURES FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Jan 25, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,859,516 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Ashmore Emerging Markets Currency Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Jan 24, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $156,433,890 | 113 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Global Macro Fund Ltd. group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Oct 15, 2010 | D | Indefinite similar: $155,000–$5,250,000 | $11,500,000 | 4 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Global Macro Fund L.P. group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Oct 15, 2010 | D | Indefinite similar: $155,000–$5,250,000 | $5,250,000 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Wesley Mortgage REIT Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Jul 21, 2010 | D | Indefinite similar: $155,000–$5,250,000 | $30,945,000 | 24 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Offshore Multi-Manager Fund I LTD group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Jul 21, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $31,115,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA MULTI MANAGER FUND I LP group: Oca | Executive Officer Chairman of the Manager, Offit Capitial Advisors LLC | Jul 21, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $57,510,000 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA DEVELOPING COUNTRIES SELECT FUND LP group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Jul 21, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $70,160,000 | 56 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Ashmore Emerging Markets Currency Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Jul 21, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,231,250 | 89 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Jul 21, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $36,112,000 | 32 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA BRIGADE LEVERAGED CAPITAL STRUCTURES FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Jul 20, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,725,000 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA ABRAMS CAPITAL PARTNERS II FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Jul 20, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $26,650,000 | 12 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Daedalus Partners LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Jul 19, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,400,000 | 2 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA OWL CREEK II FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors LLC, Its Managing Member | Jul 19, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,000,000 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA PERSHING SQUARE FEEDER FUND LLC group: Oca | Executive Officer Chairman of Offit Capital Advisors, Its Managing Member | Jul 19, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,525,000 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EA Fund LLC group: Oca | Executive Officer Chairman of the Managing Memeber, Offit Capital Advisors LLC | Jul 19, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $8,500,000 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Brookside Capital Partners Fund II LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Jul 19, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,400,000 | 2 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Ashmore Emerging Markets Currency Fund LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Apr 2, 2010 | D | Indefinite similar: $155,000–$5,250,000 | $1,098,000,000 | 66 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Brookside Capital Partners Fund II LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Sep 11, 2009 | D | Indefinite similar: $155,000–$5,250,000 | $1,400,000 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Daedalus Partners LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Sep 10, 2009 | D | Indefinite similar: $155,000–$5,250,000 | $1,650,000 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Dolomite Fund LLC group: Oca | Executive Officer Chairman of the Manging Member, Offit Capital Advisors LLC | Sep 10, 2009 | D | Indefinite similar: $155,000–$5,250,000 | $10,000,000 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EA Fund LLC group: Oca | Executive Officer Chairman of the Managing Memeber, Offit Capital Advisors LLC | Sep 10, 2009 | D | Indefinite similar: $155,000–$5,250,000 | $6,000,000 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA Offshore Multi-Manager Fund I LTD group: Oca | Executive Officer Chairman of the Manager, Offit Capital Advisors LLC | Sep 10, 2009 | D | Indefinite similar: $155,000–$5,250,000 | $17,865,000 | 9 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA MULTI MANAGER FUND I LP group: Oca | Executive Officer Chairman of the Manager, Offit Capitial Advisors LLC | Sep 10, 2009 | D | Indefinite similar: $155,000–$5,250,000 | $22,275,000 | 12 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC group: Oca | Executive Officer Chairman of the Managing Member, Offit Capital Advisors LLC | Sep 8, 2009 | D | Indefinite similar: $155,000–$5,250,000 | $14,990,000 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as Morris W. Offit. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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