AltMountain

WBM Jv LLC

Honolulu, HI · CIK 1969972
Status: no Form D since Apr 2023. 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.

WBM Jv LLC is a private equity fund based in Honolulu, Hawaii. According to its most recent Form D, filed Apr 3, 2023, it has sold $7,375,000 of interests to 22 investors since its first sale in Mar 2023. 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 Nancy Infante; Sheree Stewart; Emily Porter.

Total raised
$7,375,000Cumulative sales reported on Form D
Investors
22
First sale
Mar 17, 2023
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
Nancy Infante; Sheree Stewart; Emily Porter
Latest Form D
Apr 3, 2023

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 WBM Jv LLC

What is the minimum investment for WBM Jv LLC?

WBM Jv LLC's latest Form D, filed Apr 3, 2023, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in WBM Jv LLC?

WBM Jv 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 WBM Jv LLC raised?

WBM Jv LLC reports $7,375,000 sold from 22 investors on its Form D filed Apr 3, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is WBM Jv LLC based?

WBM Jv LLC is based in Honolulu, Hawaii.

When did WBM Jv LLC launch?

WBM Jv LLC reports its first sale in Mar 2023.

Size compared with every private equity fund

Raised more than 100% of the 1 private equity funds based in Hawaii, and more than 39% of all 8,842 that report sales.

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