Octex Holdings, Inc. raised $16,008,000 (Beachwood, OH)
LIVE PUBLIC DATA Source: SEC EDGAR Form D filings (U.S. Securities and Exchange Commission) · Last refreshed: Wed, 04 Nov 2026 01:28:40 GMT
Octex Holdings, Inc. plus every comparable record, with all columns and source links, as one CSV.
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85 / 100 vendor spend propensity
Estimated post-raise budget for CPA / Tax / Audit services: $320,160 (heuristic)
- Operating company: new capital typically funds hiring, facilities and vendors.
- Raised $16,008,000 so far.
- Other companies are a strong fit for CPA / Tax / Audit services.
- New filing (not an amendment): the raise is fresh.
- Filed 2 days ago.
- Incorporated in the last five years: likely still building out finance and insurance.
| Field | Value |
|---|---|
| Industry | Other (Other) |
| Operating company | Yes |
| Exemption | 506(b) |
| Amount sold | $16,008,000 |
| Total offering | $16,008,000 |
| Investors so far | 9 |
| First sale | 2026-07-21 |
| Filed | 2026-11-02 |
| Entity | Corporation, incorporated 2026 |
Executives and related persons (from the filing)
- Gregory P. Ott: Executive Officer, Director, Promoter
- Kevin Hayes: Director, Promoter
- James Westman: Director
- Christopher A. Hren: Director, Promoter
- Robert R. Kingsbury: Executive Officer, Director, Promoter
Octex Holdings, Inc. vs. top 3 peers
| Organization | Location | Capital raised | Record date |
|---|---|---|---|
| Octex Holdings, Inc. | Beachwood | $16,008,000 | 2026-11-02 |
| Definition II-F LLC | New York | $15,150,000 | 2026-11-02 |
| AIM Processing, Inc. | Beachwood | $14,750,000 | 2026-11-02 |
| OSP AFS Management Aggregator, LLC | New York | $14,480,000 | 2026-11-03 |
Related records
Newly funded companies in Ohio (SEC Form D) Newly funded Other companies (SEC Form D)
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