Wendel Total Return Fund, LLC is a real estate fund based in Ft. Recovery, Ohio. According to its most recent Form D, filed Sep 19, 2017, it has sold $305,000 of interests to 1 investor since its first sale in Jul 2017. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Jeffrey Wendel.
- Total raised
- $305,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Jul 17, 2017
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Jeffrey Wendel
- Latest Form D
- Sep 19, 2017
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 Wendel Total Return Fund, LLC
What is the minimum investment for Wendel Total Return Fund, LLC?
According to its latest Form D, filed Sep 19, 2017, the minimum investment Wendel Total Return Fund, LLC accepts from an outside investor is $25,000.
Who can invest in Wendel Total Return Fund, LLC?
Wendel Total Return Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Wendel Total Return Fund, LLC raised?
Wendel Total Return Fund, LLC reports $305,000 sold from 1 investor on its Form D filed Sep 19, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Wendel Total Return Fund, LLC based?
Wendel Total Return Fund, LLC is based in Ft. Recovery, Ohio.
When did Wendel Total Return Fund, LLC launch?
Wendel Total Return Fund, LLC reports its first sale in Jul 2017.
Size compared with every real estate fund
Raised more than 38% of the 256 real estate funds based in Ohio, and more than 20% of all 7,351 that report sales.