WBR, LLC
WBR, LLC is a private equity fund based in Leawood, Kansas. According to its most recent Form D, filed Jan 27, 2016, it has sold $1,800,000 of interests to 9 investors since its first sale in Oct 2012. 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 Martin Bicknell; Mariner Wealth Advisors, LLC.
- Total raised
- $1,800,000Cumulative sales reported on Form D
- Investors
- 9
- First sale
- Oct 10, 2012
- 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
- Martin Bicknell; Mariner Wealth Advisors, LLC
- Latest Form D
- Jan 27, 2016
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 WBR, LLC
What is the minimum investment for WBR, LLC?
WBR, LLC's latest Form D, filed Jan 27, 2016, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in WBR, LLC?
WBR, 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 WBR, LLC raised?
WBR, LLC reports $1,800,000 sold from 9 investors on its Form D filed Jan 27, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is WBR, LLC based?
WBR, LLC is based in Leawood, Kansas.
When did WBR, LLC launch?
WBR, LLC reports its first sale in Oct 2012.
Size compared with every private equity fund
Raised more than 29% of the 7 private equity funds based in Kansas, and more than 25% of all 8,864 that report sales.