AltMountain

BR Westerly, DST

New York, NY · CIK 1794982
Status: no Form D since Nov 2019. 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.

BR Westerly, DST is a real estate fund based in New York, New York. According to its most recent Form D, filed Nov 25, 2019, it has sold $999,428 of interests to 4 investors since its first sale in Nov 2019. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Michael Konig; Jordan Ruddy; Joshua Hoffman.

Total raised
$999,428Cumulative sales reported on Form D
Investors
4
First sale
Nov 15, 2019
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Michael Konig; Jordan Ruddy; Joshua Hoffman
Latest Form D
Nov 25, 2019

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 BR Westerly, DST

What is the minimum investment for BR Westerly, DST?

According to its latest Form D, filed Nov 25, 2019, the minimum investment BR Westerly, DST accepts from an outside investor is $100,000.

Who can invest in BR Westerly, DST?

BR Westerly, DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has BR Westerly, DST raised?

BR Westerly, DST reports $999,428 sold from 4 investors on its Form D filed Nov 25, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is BR Westerly, DST based?

BR Westerly, DST is based in New York, New York.

When did BR Westerly, DST launch?

BR Westerly, DST reports its first sale in Nov 2019.

Size compared with every real estate fund

Raised more than 58% of the 812 real estate funds based in New York, and more than 32% of all 7,337 that report sales.

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