AltMountain

WB Lakeside LLC

Scottsdale, AZ · CIK 1933468
Status: no Form D since Jun 2022. 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.

WB Lakeside LLC is a real estate fund based in Scottsdale, Arizona. According to its most recent Form D, filed Jun 17, 2022, it has sold $3,090,000 of interests to 28 investors since its first sale in Jun 2022. 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 Scott Weedman; Brian Bowers.

Total raised
$3,090,000Cumulative sales reported on Form D
Investors
28
First sale
Jun 3, 2022
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
Scott Weedman; Brian Bowers
Latest Form D
Jun 17, 2022

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 WB Lakeside LLC

What is the minimum investment for WB Lakeside LLC?

WB Lakeside LLC's latest Form D, filed Jun 17, 2022, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in WB Lakeside LLC?

WB Lakeside 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 WB Lakeside LLC raised?

WB Lakeside LLC reports $3,090,000 sold from 28 investors on its Form D filed Jun 17, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is WB Lakeside LLC based?

WB Lakeside LLC is based in Scottsdale, Arizona.

When did WB Lakeside LLC launch?

WB Lakeside LLC reports its first sale in Jun 2022.

Size compared with every real estate fund

Raised more than 63% of the 346 real estate funds based in Arizona, and more than 55% of all 7,350 that report sales.

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