BWE Kenzie, LLC is a private investment fund based in Austin, Texas. According to its most recent Form D, filed May 28, 2024, it has sold $4,370,000 of interests to 50 investors since its first sale in May 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. Related persons named in the filing include William Wilson; Hans Box.
- Total raised
- $4,370,000Cumulative sales reported on Form D
- Investors
- 50
- First sale
- May 13, 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
- William Wilson; Hans Box
- Latest Form D
- May 28, 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 Kenzie, LLC
What is the minimum investment for BWE Kenzie, LLC?
According to its latest Form D, filed May 28, 2024, the minimum investment BWE Kenzie, LLC accepts from an outside investor is $25,000.
Who can invest in BWE Kenzie, LLC?
BWE Kenzie, 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 Kenzie, LLC raised?
BWE Kenzie, LLC reports $4,370,000 sold from 50 investors on its Form D filed May 28, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is BWE Kenzie, LLC based?
BWE Kenzie, LLC is based in Austin, Texas.
When did BWE Kenzie, LLC launch?
BWE Kenzie, LLC reports its first sale in May 2024.
Size compared with every private investment fund
Raised more than 45% of the 879 private investment funds based in Texas, and more than 30% of all 10,270 that report sales.