BWIG Mount Vernon LLC is a private investment fund based in Cleveland, Ohio. According to its most recent Form D, filed Nov 8, 2024, it has sold $4,201,000 of interests to 34 investors since its first sale in Oct 2024. The minimum investment it accepts from an outside investor is $1. 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 Jeffrey Hurvitz; Chris Hunt; Ryan McCrory.
- Total raised
- $4,201,000Cumulative sales reported on Form D
- Investors
- 34
- First sale
- Oct 25, 2024
- Minimum investment
- $1
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- $1 - $5,000,000Self-reported
- Key people and entities
- Jeffrey Hurvitz; Chris Hunt; Ryan McCrory
- Latest Form D
- Nov 8, 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 BWIG Mount Vernon LLC
What is the minimum investment for BWIG Mount Vernon LLC?
According to its latest Form D, filed Nov 8, 2024, the minimum investment BWIG Mount Vernon LLC accepts from an outside investor is $1.
Who can invest in BWIG Mount Vernon LLC?
BWIG Mount Vernon LLC 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 BWIG Mount Vernon LLC raised?
BWIG Mount Vernon LLC reports $4,201,000 sold from 34 investors on its Form D filed Nov 8, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is BWIG Mount Vernon LLC based?
BWIG Mount Vernon LLC is based in Cleveland, Ohio.
When did BWIG Mount Vernon LLC launch?
BWIG Mount Vernon LLC reports its first sale in Oct 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 35% of the 115 private investment funds based in Ohio, and more than 29% of all 10,266 that report sales.