DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Oca Fcc IV Segregated Portfolio

Private Equity Fundadvised byOffit Capitalindependent RIA805-8355731560IAPD
Gross asset value
$14.1M
as of Aug 19, 2026; not a fund size
Peak GAV
$14.1M
highest filing
Owners
11
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
1%
of the fund
Owned by funds
63%
fund-of-funds interests
Non-US owners
23%
Reported
5 filings
Mar 30, 2023 to Aug 19, 2026
Reporting history
one row per Form ADV filing
Gross asset value$13.6M as of Jul 3, 2024
Mar 30, 2023$13.6M then
Owners11 as of Jul 3, 2024
Mar 30, 202311 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Cayman Islandsreported
Clients solicited
yes, 5% of the adviser's clients investedreported
Form D file number
021-462164reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Pnc
    New York, New York
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
1.0%reportedadviser and related persons