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RIA / WealthPrivate fundprivate equity fund3(c)(7)fund of funds

OCA TRIDENT IX LLC

advised by OFFIT CAPITAL

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ecc23659-1840-44d7-98f5-296d7d0c4b79

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2023 to Aug 19, 2026
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

OCA Trident Ix LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: OFFIT CAPITALCRD 144474
Fund type: Private Equity Fund
Latest reported GAV: $35.8Mgross asset value on Schedule D 7.B(1), as of 2026-08-19; never fund size
Peak reported GAV: $35.8M
Beneficial owners: 21
Minimum investment: $1.0M
Owned by the adviser: 0%
Owned by funds of funds: 1500%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-434478an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 30, 2023
Last reported: Aug 19, 2026fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 5
Fund id: 805-5252382976

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 3, 2024	$28.4M	21	$1.0M	0.0%	yes	OCA TRIDENT IX LLC
Apr 29, 2024	$28.4M	21	$1.0M	0.0%	yes	OCA TRIDENT IX LLC
Mar 29, 2024	$28.4M	21	$1.0M	0.0%	yes	OCA TRIDENT IX LLC
Jul 20, 2023	$27.2M	21	$1.0M	0.0%	yes	OCA TRIDENT IX LLC
Mar 30, 2023	$27.2M	21	$1.0M	0.0%	yes	OCA TRIDENT IX LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
Pnc	Pnc	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← OFFIT CAPITALRegistered adviserPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecc23659-1840-44d7-98f5-296d7d0c4b79
First observed: Mar 30, 2023
Last observed: Aug 19, 2026 32 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OCA TRIDENT IX LLC

advised by OFFIT CAPITAL

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ecc23659-1840-44d7-98f5-296d7d0c4b79

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jul 3, 2024

$28.4M

$1.0M

0.0%

yes

OCA TRIDENT IX LLC

Apr 29, 2024

$28.4M

$1.0M

0.0%

yes

OCA TRIDENT IX LLC

Mar 29, 2024

$28.4M

$1.0M

0.0%

yes

OCA TRIDENT IX LLC

Jul 20, 2023

$27.2M

$1.0M

0.0%

yes

OCA TRIDENT IX LLC

Mar 30, 2023

$27.2M

$1.0M

0.0%

yes

OCA TRIDENT IX LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

Pnc

NEW YORK

New York

United States

n/a