AltMountain

PC Willow Trace, LLC

Provo, UT · CIK 1672087
Status: no Form D since May 2019. 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.

PC Willow Trace, LLC is a real estate fund based in Provo, Utah. According to its most recent Form D, filed May 1, 2019, it has sold $3,976,867 of interests to 20 investors since its first sale in Apr 2019. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jeffrey Burningham; Jeffrey Danley; James Dunn.

Total raised
$3,976,867Cumulative sales reported on Form D
Investors
20
First sale
Apr 23, 2019
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jeffrey Burningham; Jeffrey Danley; James Dunn
Latest Form D
May 1, 2019

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 PC Willow Trace, LLC

What is the minimum investment for PC Willow Trace, LLC?

PC Willow Trace, LLC's latest Form D, filed May 1, 2019, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in PC Willow Trace, LLC?

PC Willow Trace, 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 PC Willow Trace, LLC raised?

PC Willow Trace, LLC reports $3,976,867 sold from 20 investors on its Form D filed May 1, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is PC Willow Trace, LLC based?

PC Willow Trace, LLC is based in Provo, Utah.

When did PC Willow Trace, LLC launch?

PC Willow Trace, LLC reports its first sale in Apr 2019.

Size compared with every real estate fund

Raised more than 68% of the 228 real estate funds based in Utah, and more than 60% of all 7,337 that report sales.

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