Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

Firms / OZE Capital LLC

OZE Capital LLC

Buyout firmLower middle marketFlorham Park, NJozecapital.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.16bn Private Equity Fund GAV on the Form ADV filed 2024-12-09
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Aug 23, 2023 to Dec 9, 2024
RAUM
$171Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
10
PE fund GAV, latest filing
$160Mreported gross assets (Form ADV), not fund size
All private fund GAV
$160Mevery private fund type, latest filing
2024 PE fund GAV
$160Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-12-09, latest gav Private Equity Fund $160M, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 10
Employees
6
Headquarters
Florham Park, NJ
Office address
25B VREELAND ROAD, SUITE 201, Florham Park, NJ, 07932
Business phone
973-446-6876
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
10 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
OZE Capital Fund II LP
ADV: Private Equity Fund
Fund of fundsunknown$52.7M
as of Dec 9, 2024
no Form DEarly deployment
OZE Capital Fund III LP
ADV: Private Equity Fund
Fund of fundsunknown$51.2M
as of Dec 9, 2024
no Form DEarly deployment
OZE Capital Fund I LP
ADV: Private Equity Fund
Fund of fundsunknown$27.9M
as of Dec 9, 2024
no Form DEarly deployment
OZE Taco Bell Coinvest LLC
ADV: Private Equity Fund
Fund of fundsunknown$13.5M
as of Dec 9, 2024
no Form DEarly deployment
OZE Gmf Fund II Coinvest LLC
ADV: Private Equity Fund
Fund of fundsunknown$4.9M
as of Dec 9, 2024
no Form DEarly deployment
Freak Ventures
ADV: Private Equity Fund
Fund of fundsunknown$3.6M
as of Dec 9, 2024
no Form DEarly deployment
OZE Pure Coinvest II LLC
ADV: Private Equity Fund
Fund of fundsunknown$2.8M
as of Dec 9, 2024
no Form DEarly deployment
OZE Wtg Coinvest LLC
ADV: Private Equity Fund
Fund of fundsunknown$1.5M
as of Dec 9, 2024
no Form DEarly deployment
OZE Mta Coinvest LLC
ADV: Private Equity Fund
Fund of fundsunknown$752,000
as of Dec 9, 2024
no Form DEarly deployment
OZE Pure Coinvest LLC
ADV: Private Equity Fund
Fund of fundsunknown$623,573
as of Dec 9, 2024
no Form DEarly deployment
Team
3 current, 0 former
Managing partner (1)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
  1. Aug 25, 2026
    OZE Capital LLC: Private Equity Funds on Form ADV 10 (2024 extract) -> 13 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Aug 23, 2023
    OZE Capital LLC first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

OZE Capital LLC is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

Checking your plan…