Form D · Other Banking and Financial Services

OPTCAPITAL LLC

Charlotte, NC · CIK 0001280660

Offering snapshot reported Jun 23, 2026 · SEC filing

Reported sold
$1.77B
Indefinite offering
Investors reported
625
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 22, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$885M$1.77BJul 8, 2013: $1,495,320.00Jul 8, 2013Jul 7, 2014: $23,773,141.00Jul 7, 2015: $34,813,035.00Jul 7, 2016: $54,690,301.00Jun 20, 2017: $144,770,726.00Jun 15, 2018: $230,467,958.00Jun 20, 2019: $250,194,055.00Jun 10, 2020: $326,518,633.00Jun 15, 2021: $427,122,166.00Jun 17, 2022: $585,448,512.00Jun 16, 2023: $881,115,996.00Jun 14, 2024: $1,064,015,285.00Jun 17, 2025: $1,323,840,228.00Jun 23, 2026: $1,769,219,217.00Jun 23, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,323,840,228 → $1,769,219,217
  • Reported investors445 → 625

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 23, 2026Amendment$1,769,219,217$445,378,989vs Jun 17, 2025625SEC filing
Jun 17, 2025Amendment$1,323,840,228$259,824,943vs Jun 14, 2024445SEC filing
Jun 14, 2024Amendment$1,064,015,285$182,899,289vs Jun 16, 2023390SEC filing
Jun 16, 2023Amendment$881,115,996$295,667,484vs Jun 17, 2022335SEC filing
Jun 17, 2022Amendment$585,448,512$158,326,346vs Jun 15, 2021267SEC filing
Jun 15, 2021Amendment$427,122,166$100,603,533vs Jun 10, 2020200SEC filing
Jun 10, 2020Amendment$326,518,633$76,324,578vs Jun 20, 2019124SEC filing
Jun 20, 2019Amendment$250,194,055$105,423,329vs Jun 20, 201772SEC filing
Jun 15, 2018Amendment$230,467,958$175,777,657vs Jul 7, 201654SEC filing
Jun 20, 2017Amendment$144,770,726$90,080,425vs Jul 7, 201640SEC filing
Jul 7, 2016Amendment$54,690,301$19,877,266vs Jul 7, 201530SEC filing
Jul 7, 2015Amendment$34,813,035$11,039,894vs Jul 7, 201420SEC filing
Jul 7, 2014Amendment$23,773,141$22,277,821vs Jul 8, 201310SEC filing
Jul 8, 2013Initial$1,495,320No comparison4SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$1.77B (estimated)
Finders' fees
$0
Form D file number
021-199130

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Optsecurities, LLC47529

Source: Form D, filed Jun 23, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Richard D Ehrhart Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
200 S. College Street Suite 1600
Charlotte, NC, 28202
Phone: 704-731-5990