CWD Summit, LLC is a private equity fund based in Rye, New York. According to its most recent Form D, filed Nov 9, 2018, it has sold $41,680,581 of interests to 28 investors since its first sale in Oct 2016. The minimum investment it accepts from an outside investor is $125,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Candlewood Investment Group, LP.
- Total raised
- $41,680,581Cumulative sales reported on Form D
- Investors
- 28
- First sale
- Oct 24, 2016
- Minimum investment
- $125,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Candlewood Investment Group, LP
- Latest Form D
- Nov 9, 2018
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 CWD Summit, LLC
What is the minimum investment for CWD Summit, LLC?
According to its latest Form D, filed Nov 9, 2018, the minimum investment CWD Summit, LLC accepts from an outside investor is $125,000.
Who can invest in CWD Summit, LLC?
CWD Summit, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has CWD Summit, LLC raised?
CWD Summit, LLC reports $41,680,581 sold from 28 investors on its Form D filed Nov 9, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is CWD Summit, LLC based?
CWD Summit, LLC is based in Rye, New York.
When did CWD Summit, LLC launch?
CWD Summit, LLC reports its first sale in Oct 2016.
Size compared with every private equity fund
Raised more than 69% of the 3,653 private equity funds based in New York, and more than 61% of all 8,842 that report sales.