AltMountain

OP Waterleaf, LLC

Truckee, CA · CIK 1933911
Status: no Form D since Jul 2022. 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.

OP Waterleaf, LLC is a real estate fund based in Truckee, California. According to its most recent Form D, filed Jul 6, 2022, it has sold $62,741,750 of interests to 120 investors since its first sale in Jun 2022. The filing does not set a minimum investment. 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 Michael Swilling; Peter Slaugh.

Total raised
$62,741,750Cumulative sales reported on Form D
Investors
120
First sale
Jun 23, 2022
Minimum investment
None set
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
Michael Swilling; Peter Slaugh
Latest Form D
Jul 6, 2022

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 OP Waterleaf, LLC

What is the minimum investment for OP Waterleaf, LLC?

OP Waterleaf, LLC's latest Form D, filed Jul 6, 2022, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in OP Waterleaf, LLC?

OP Waterleaf, 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 OP Waterleaf, LLC raised?

OP Waterleaf, LLC reports $62,741,750 sold from 120 investors on its Form D filed Jul 6, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is OP Waterleaf, LLC based?

OP Waterleaf, LLC is based in Truckee, California.

When did OP Waterleaf, LLC launch?

OP Waterleaf, LLC reports its first sale in Jun 2022.

Size compared with every real estate fund

Raised more than 95% of the 1,095 real estate funds based in California, and more than 95% of all 7,349 that report sales.

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