AltMountain

WellCaddie, LLC

Edmond, OK · CIK 1675930
Status: no Form D since May 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.

WellCaddie, LLC is an energy fund based in Edmond, Oklahoma. Its most recent Form D, filed May 30, 2023, reports no sales yet. The minimum investment it accepts from an outside investor is $150,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Greg Hall; Steve Cromwell.

Total raised
$0Cumulative sales reported on Form D
Investors
0
First sale
—
Minimum investment
$150,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Greg Hall; Steve Cromwell
Latest Form D
May 30, 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 WellCaddie, LLC

What is the minimum investment for WellCaddie, LLC?

According to its latest Form D, filed May 30, 2023, the minimum investment WellCaddie, LLC accepts from an outside investor is $150,000.

Who can invest in WellCaddie, LLC?

WellCaddie, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has WellCaddie, LLC raised?

WellCaddie, LLC's latest Form D, filed May 30, 2023, reports no sales yet.

Where is WellCaddie, LLC based?

WellCaddie, LLC is based in Edmond, Oklahoma.

Size compared with every energy fund

This fund hasn't reported any sales yet.

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