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OTB Wealth Fund LLC raised $0 (Dover, DE)

LIVE PUBLIC DATA Source: SEC EDGAR Form D filings (U.S. Securities and Exchange Commission) · Last refreshed: Wed, 04 Nov 2026 15:17:01 GMT

OTB Wealth Fund LLC plus every comparable record, with all columns and source links, as one CSV.

Not investment advice and not an offer or solicitation to buy or sell any security.

57 / 100 vendor spend propensity

Estimated post-raise budget for CPA / Tax / Audit services: $0 (heuristic)

  • Operating company: new capital typically funds hiring, facilities and vendors.
  • No amount sold reported yet.
  • Real Estate & Construction companies are a strong fit for CPA / Tax / Audit services.
  • Filed 2 days ago.
  • Incorporated in the last five years: likely still building out finance and insurance.
FieldValue
IndustryCommercial (Real Estate & Construction)
Operating companyYes
Exemption506(b)
Amount sold$0
Total offering$50,000,000
Investors so far0
First salen/a
Filed2026-11-03 (amendment)
EntityLimited Liability Company, incorporated 2026

Executives and related persons (from the filing)

  • COURTNEY WEST EPPS: Executive Officer
  • DAVID PIETSCH: Executive Officer
  • NICK NARDULLI: Executive Officer

View the filing on SEC EDGAR

Markdown version

OTB Wealth Fund LLC vs. top 3 peers

OrganizationLocationCapital raisedRecord date
OTB Wealth Fund LLCDover2026-11-03
EVIA Fund LLCDover$1,600,0002026-10-23
SUNRISE GROUP FUND LLCNewark2026-10-23
SR Long-Duration Income HoldCo 2026, LLCNew York$39,178,0002026-11-03

Related records

Newly funded companies in Delaware (SEC Form D) Newly funded Real Estate & Construction companies (SEC Form D)

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