BWE Kaia, LLC is a private investment fund based in Denver, Colorado. According to its most recent Form D, filed Dec 5, 2024, it has sold $5,215,000 of interests to 54 investors since its first sale in Nov 2024. The minimum investment it accepts from an outside investor is $25,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Hans Box; William Wilson.
- Total raised
- $5,215,000Cumulative sales reported on Form D
- Investors
- 54
- First sale
- Nov 23, 2024
- Minimum investment
- $25,000
- 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
- Hans Box; William Wilson
- Latest Form D
- Dec 5, 2024
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 BWE Kaia, LLC
What is the minimum investment for BWE Kaia, LLC?
According to its latest Form D, filed Dec 5, 2024, the minimum investment BWE Kaia, LLC accepts from an outside investor is $25,000.
Who can invest in BWE Kaia, LLC?
BWE Kaia, LLC 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 BWE Kaia, LLC raised?
BWE Kaia, LLC reports $5,215,000 sold from 54 investors on its Form D filed Dec 5, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is BWE Kaia, LLC based?
BWE Kaia, LLC is based in Denver, Colorado.
When did BWE Kaia, LLC launch?
BWE Kaia, LLC reports its first sale in Nov 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 54% of the 236 private investment funds based in Colorado, and more than 32% of all 10,263 that report sales.