AO
Atx Oz Management, Llc
State-registered
Investment Adviser
CRD 327616
· SEC file 802-129153
·
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ADV data as of Mar 19, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $30.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Derby Rr Oz Lp | Real Estate Fund | Delaware | $23.2M | 39 |
| Kress Oz Lp | Real Estate Fund | Delaware | $7.1M | 21 |
Private funds (2, $30.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Derby Rr Oz Lp | Real Estate Fund | $23.2M | $250K | 39 |
| Kress Oz Lp | Real Estate Fund | $7.1M | $250K | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 780 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗