LCOZ Fund II, LLC
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
Pre-open
Investors
—
Min Invest
$75,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
LCOZ Fund II, LLC is a Delaware limited liability company that filed a Form D with the SEC on September 7, 2021, describing itself as a other investment fund. The offering claims Rule 506(c), Section 3(c), 3C.5 and covers pooled investment fund interests. LCOZ Fund II, LLC reported that the first sale had not yet occurred as of the Form D filed September 7, 2021, so no amount sold or investor count is on file. The total offering amount is $20,000,000. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $75,000. The Form D names Larson Financial Securities, LLC (CRD 152517), associated with None as the recipient of sales compensation soliciting in all states. The issuer's address of record is 14567 North Outer Forty, Suite 300, Chesterfield, MO 63017.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
pre_sale
Fund family Part of the LCOZ Fund family: 5 vehicles across 5 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Larson Capital Management, LLC
Executive Officer, Director · Chesterfield, MO
Manager of Issuer
Paul D Larson
Executive Officer · Chesterfield, MO
CEO of Manager of Issuer
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Larson Financial Securities, LLCCRD 152517 on BrokerCheck
Associated broker-dealer: None · Chesterfield, MO · Soliciting in all states
Questions About LCOZ Fund II, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is LCOZ Fund II, LLC?
LCOZ Fund II, LLC is a Delaware limited liability company that filed a Form D with the SEC on September 7, 2021 as a other investment fund. The filing claims Rule 506(c), Section 3(c), 3C.5 for an offering of pooled investment fund interests.
Is LCOZ Fund II, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. LCOZ Fund II, LLC filed a Form D with the SEC on September 7, 2021 claiming Rule 506(c), Section 3(c), 3C.5. A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is LCOZ Fund II, LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that LCOZ Fund II, LLC claimed Rule 506(c), Section 3(c), 3C.5 and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has LCOZ Fund II, LLC raised?
LCOZ Fund II, LLC reported that the first sale had not yet occurred as of the Form D filed September 7, 2021, so no amount sold or investor count is on file. The total offering amount is $20,000,000.
Who can invest in LCOZ Fund II, LLC?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $75,000.
What is the minimum investment in LCOZ Fund II, LLC?
The Form D lists $75,000 as the minimum investment accepted from any outside investor as of September 7, 2021. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling LCOZ Fund II, LLC and how are they paid?
The Form D names Larson Financial Securities, LLC (CRD 152517), associated with None as the recipient of sales compensation soliciting in all states.
Who is behind LCOZ Fund II, LLC?
The Form D lists 2 related persons: Larson Capital Management, LLC, executive officer, director (Manager of Issuer); Paul D Larson, executive officer (CEO of Manager of Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is LCOZ Fund II, LLC located?
The issuer's address on its SEC filings is 14567 North Outer Forty, Suite 300, Chesterfield, MO 63017. Its phone number of record is 314-787-7361. It is organized under the laws of Delaware.
How long is the LCOZ Fund II, LLC offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
How large is LCOZ Fund II, LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.