AltMountain

AE-Wanamaker Associates II, LP

Philadelphia, PA · CIK 1692979
Status: no Form D since Feb 2017. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

AE-Wanamaker Associates II, LP is a real estate fund based in Philadelphia, Pennsylvania. According to its most recent Form D, filed Feb 1, 2017, it has sold $1,230,032 of interests to 13 investors since its first sale in Jan 2017. The minimum investment it accepts from an outside investor is $750. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Gerald Marshall; Jeffrey Thomas; Karen Oruska.

Total raised
$1,230,032Cumulative sales reported on Form D
Investors
13
First sale
Jan 17, 2017
Minimum investment
$750
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Gerald Marshall; Jeffrey Thomas; Karen Oruska
Latest Form D
Feb 1, 2017

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about AE-Wanamaker Associates II, LP

What is the minimum investment for AE-Wanamaker Associates II, LP?

According to its latest Form D, filed Feb 1, 2017, the minimum investment AE-Wanamaker Associates II, LP accepts from an outside investor is $750.

Who can invest in AE-Wanamaker Associates II, LP?

AE-Wanamaker Associates II, LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has AE-Wanamaker Associates II, LP raised?

AE-Wanamaker Associates II, LP reports $1,230,032 sold from 13 investors on its Form D filed Feb 1, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is AE-Wanamaker Associates II, LP based?

AE-Wanamaker Associates II, LP is based in Philadelphia, Pennsylvania.

When did AE-Wanamaker Associates II, LP launch?

AE-Wanamaker Associates II, LP reports its first sale in Jan 2017.

Size compared with every real estate fund

Raised more than 44% of the 192 real estate funds based in Pennsylvania, and more than 36% of all 7,348 that report sales.

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