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Rosebay Willowherb LLC

Boston, MA · CIK 1918695
Status: no Form D since Feb 2024. 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.

Rosebay Willowherb LLC is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Feb 28, 2024, it has sold $12,500,000 of interests to 1 investor since its first sale in Aug 2023. The minimum investment it accepts from an outside investor is $1,000,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include P/E Global LLC; Mary Naphtal; Warren Naphtal.

Total raised
$12,500,000Cumulative sales reported on Form D
Investors
1
First sale
Aug 4, 2023
Minimum investment
$1,000,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
P/E Global LLC; Mary Naphtal; Warren Naphtal
Latest Form D
Feb 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 Rosebay Willowherb LLC

What is the minimum investment for Rosebay Willowherb LLC?

According to its latest Form D, filed Feb 28, 2024, the minimum investment Rosebay Willowherb LLC accepts from an outside investor is $1,000,000.

Who can invest in Rosebay Willowherb LLC?

Rosebay Willowherb 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 Rosebay Willowherb LLC raised?

Rosebay Willowherb LLC reports $12,500,000 sold from 1 investor on its Form D filed Feb 28, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Rosebay Willowherb LLC based?

Rosebay Willowherb LLC is based in Boston, Massachusetts.

When did Rosebay Willowherb LLC launch?

Rosebay Willowherb LLC reports its first sale in Aug 2023.

Size compared with every private investment fund

Raised more than 42% of the 538 private investment funds based in Massachusetts, and more than 45% of all 10,333 that report sales.

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