WB Phoenix Portfolio LLC
WB Phoenix Portfolio LLC is a real estate fund based in Scottsdale, Arizona. According to its most recent Form D, filed Apr 1, 2022, it has sold $3,500,000 of interests to 32 investors since its first sale in Mar 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
- $3,500,000Cumulative sales reported on Form D
- Investors
- 32
- First sale
- Mar 18, 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
- Apr 1, 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 Phoenix Portfolio LLC
What is the minimum investment for WB Phoenix Portfolio LLC?
WB Phoenix Portfolio LLC's latest Form D, filed Apr 1, 2022, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in WB Phoenix Portfolio LLC?
WB Phoenix Portfolio 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 Phoenix Portfolio LLC raised?
WB Phoenix Portfolio LLC reports $3,500,000 sold from 32 investors on its Form D filed Apr 1, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is WB Phoenix Portfolio LLC based?
WB Phoenix Portfolio LLC is based in Scottsdale, Arizona.
When did WB Phoenix Portfolio LLC launch?
WB Phoenix Portfolio LLC reports its first sale in Mar 2022.
Size compared with every real estate fund
Raised more than 66% of the 347 real estate funds based in Arizona, and more than 58% of all 7,321 that report sales.