Fund family · SEC Form D record
OHANA EQUITY FUND funds
OHANA EQUITY FUND has 4 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2022 to 2026. The newest is Ohana Equity Fund III LP, first filed Mar 5, 2026. The adviser of record on Form ADV Schedule D is Orei Advisors LP.
- Vehicles
- 4
- Numbered generations
- 2
- First filing
- 2022
- Latest filing
- Mar 5, 2026
Adviser of record (Form ADV Schedule D) Orei Advisors LP (CRD 284241)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund III
2 vehicles · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Ohana Equity Fund III LPCIK 2114292 | First sale yet to occur | EDGAR | |||
| Ohana Equity Fund III A LPCIK 2114293 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| OHANA EQUITY FUND II LPCIK 1917009 | No amendment after 13 months | EDGAR | |||
| OHANA EQUITY FUND II A LPCIK 1917017 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the OHANA EQUITY FUND funds
- How many OHANA EQUITY FUND funds are there?
- The SEC Form D record shows 4 vehicles in 2 numbered generations, the earliest filed Mar 22, 2022 and the latest filing on Mar 5, 2026. By generation: Fund III (2 vehicles, first filed Mar 5, 2026); Fund II (2 vehicles, first filed Mar 22, 2022).
- What is the latest OHANA EQUITY FUND fund?
- Ohana Equity Fund III LP, which first filed a Form D on Mar 5, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the OHANA EQUITY FUND funds?
- Orei Advisors LP (RIA, CRD 284241), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the OHANA EQUITY FUND funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.