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Optimal Sic 6x9 - B3 Pfd, LLC

Private Equity FundFund ID 805-8108629903Michigan, United States
Gross assets
$2.5M
Min. investment
$25K
Beneficial owners
0
Size rank
Top 90%
Audited
No
Structure
Standalone

About this fund

Optimal Sic 6x9 - B3 Pfd, LLC is a private equity fund managed by Optimal Capital Advisors, LLC. The fund reports $2.5 million in gross assets, placing it among the top 90% of private funds by size. The stated minimum investment is $25,000. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-8108629903
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditNo
Prepared per GAAPNo
Sub-advisedNo
Sales limited to qualified investorsNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Optimal Sic 6x9, LLCPrivate Equity$34.1M
Optimal Health Advocates FundPrivate Equity$14.7M
Optimal McAp Fund II, LLCReal Estate$9.7M
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Frequently asked questions

How large is Optimal Sic 6x9 - B3 Pfd, LLC?

Optimal Sic 6x9 - B3 Pfd, LLC reports $2.5 million in gross assets, among the top 90% of private funds by size.

What is the minimum investment for Optimal Sic 6x9 - B3 Pfd, LLC?

The stated minimum investment is $25,000.

Who manages Optimal Sic 6x9 - B3 Pfd, LLC?

Optimal Sic 6x9 - B3 Pfd, LLC is managed by Optimal Capital Advisors, LLC.

Does Optimal Sic 6x9 - B3 Pfd, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Auditor
None reported

Reported gross assets

$2.5MNo change
Mar '25 — $2.5MApr '25 — $2.5MMay '25 — $2.5MJun '25 — $2.5MJul '25 — $2.5MAug '25 — $2.5MSep '25 — $2.5MOct '25 — $2.5MNov '25 — $2.5MDec '25 — $2.5MJan '26 — $2.5MFeb '26 — $2.5MMar '26 — $2.5MApr '26 — $2.5MMay '26 — $2.5MJun '26 — $2.5M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 90%
Larger than 10% of 67,041 private funds
Gross assets vs Private Equity FundsTop 89%
Larger than 11% of 31,066 private equity funds
Minimum investmentTop 90%
Higher than 10% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.