Virtus Memorial Wlz, LLC
Virtus Memorial Wlz, LLC is a real estate fund organized in Texas, United States and advised by Virtus Real Estate LLC. Its adviser reported $1,069,750 in gross assets for the fund on Form ADV, filed Mar 29, 2024. It reported 1 beneficial owner. The minimum investment it accepts is $5,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $1,069,750As reported on Form ADV
- Beneficial owners
- 1
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Real estate fund
- Domicile
- Texas, United States
- Administrator
- Standish Management LLC
- Custodian
- Bank of America
- Adviser
- Virtus Real Estate LLC · Austin, TX · CRD 164146
- Reported on
- Mar 29, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Virtus Memorial Wlz, LLC
What is the minimum investment for Virtus Memorial Wlz, LLC?
According to its adviser's Form ADV filed Mar 29, 2024, the minimum investment Virtus Memorial Wlz, LLC accepts is $5,000,000.
Who can invest in Virtus Memorial Wlz, LLC?
Virtus Memorial Wlz, 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).
How large is Virtus Memorial Wlz, LLC?
Its adviser reported $1,069,750 in gross assets on Form ADV filed Mar 29, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Virtus Memorial Wlz, LLC?
Virtus Memorial Wlz, LLC is advised by Virtus Real Estate LLC, based in Austin, TX.
Who are Virtus Memorial Wlz, LLC's service providers?
Its Form ADV lists Standish Management LLC as administrator.