SPWI Whitney, LLC
SPWI Whitney, LLC is a private investment fund based in Fort Worth, Texas. According to its most recent Form D, filed Sep 23, 2020, it has sold $9,155,000 of interests to 40 investors since its first sale in Sep 2020. 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 Patrick O'Connor; Apurva Mehta; SPWi Whitney Manager, LLC.
- Total raised
- $9,155,000Cumulative sales reported on Form D
- Investors
- 40
- First sale
- Sep 15, 2020
- 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
- Patrick O'Connor; Apurva Mehta; SPWi Whitney Manager, LLC
- Latest Form D
- Sep 23, 2020
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 SPWI Whitney, LLC
What is the minimum investment for SPWI Whitney, LLC?
SPWI Whitney, LLC's latest Form D, filed Sep 23, 2020, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in SPWI Whitney, LLC?
SPWI Whitney, 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 SPWI Whitney, LLC raised?
SPWI Whitney, LLC reports $9,155,000 sold from 40 investors on its Form D filed Sep 23, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is SPWI Whitney, LLC based?
SPWI Whitney, LLC is based in Fort Worth, Texas.
When did SPWI Whitney, LLC launch?
SPWI Whitney, LLC reports its first sale in Sep 2020.
Size compared with every private investment fund
Raised more than 53% of the 878 private investment funds based in Texas, and more than 40% of all 10,266 that report sales.