Form D · Other Investment Fund

OT HSA Fund I, LLC

Boston, MA · CIK 0001877579

Offering snapshot reported Oct 29, 2021 · SEC filing

Reported sold: $8.55M
Investors reported: 24
Minimum accepted: $100K
First sale: Sep 3, 2021

Fundraising history

Reported sold

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$6,365,000 → $8,545,000
Reported investors21 → 24

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 29, 2021	Amendment	$8,545,000	$2,180,000vs Oct 18, 2021	24	SEC filing
Oct 18, 2021	Amendment	$6,365,000	$1,000,000vs Oct 6, 2021	21	SEC filing
Oct 6, 2021	Amendment	$5,365,000	$300,050vs Sep 7, 2021	20	SEC filing
Sep 7, 2021	Initial	$5,064,950	No comparison	Not reported	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-412554

Source: Form D, filed Oct 29, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

OT HSA FUND I, LLC

Investment adviser: OT MANAGEMENT, LLC

Gross asset value: $8.72M
Beneficial owners: 25
ADV minimum commitment: $100K

Reported in Form ADV on Apr 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor HAYNIE & COMPANY SALT LAKE CITY, Utah, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

HAYNIE & COMPANY
PCAOB 457

Filing source

Form ADV 2099943 · Apr 28, 2026 · Schedule D 7.B.(1), fund 805-4639378036

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Name	Reported role
Llc Assure Fund Management Ii	Executive
Llc Ot Management	Director
Richard Thoms	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

167 W Newton Street
Boston, MA, 02118