AltMountain

Thomas Welles Fund I, LLC

New York, NY · CIK 1653751
Status: no Form D since Dec 2021. 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.

Thomas Welles Fund I, LLC is a private investment fund based in New York, New York. According to its most recent Form D, filed Dec 27, 2021, it has sold $179,021,119 of interests to 1 investor since its first sale in Sep 2014. The minimum investment it accepts from an outside investor is $50,000,000. 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 Member/Manager Appomattox Advisory, Inc; Oscar Vollmer.

Total raised
$179,021,119Cumulative sales reported on Form D
Investors
1
First sale
Sep 1, 2014
Minimum investment
$50,000,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Member/Manager Appomattox Advisory, Inc; Oscar Vollmer
Latest Form D
Dec 27, 2021

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 Thomas Welles Fund I, LLC

What is the minimum investment for Thomas Welles Fund I, LLC?

According to its latest Form D, filed Dec 27, 2021, the minimum investment Thomas Welles Fund I, LLC accepts from an outside investor is $50,000,000.

Who can invest in Thomas Welles Fund I, LLC?

Thomas Welles Fund I, 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 Thomas Welles Fund I, LLC raised?

Thomas Welles Fund I, LLC reports $179,021,119 sold from 1 investor on its Form D filed Dec 27, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Thomas Welles Fund I, LLC based?

Thomas Welles Fund I, LLC is based in New York, New York.

When did Thomas Welles Fund I, LLC launch?

Thomas Welles Fund I, LLC reports its first sale in Sep 2014.

Size compared with every private investment fund

Raised more than 77% of the 2,847 private investment funds based in New York, and more than 78% of all 10,333 that report sales.

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