AltMountain

Wendel Total Return Fund No. 2

Ft, Recovery, OH · CIK 1726730 · Sponsor: Wendel Total Return
Status: no Form D since Jan 2018. 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.

Wendel Total Return Fund No. 2 is a real estate fund based in Ft, Recovery, Ohio. According to its most recent Form D, filed Jan 12, 2018, it has sold $548,950 of interests to 2 investors since its first sale in Jan 2018. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jeffrey Wendel.

Total raised
$548,950Cumulative sales reported on Form D
Investors
2
First sale
Jan 10, 2018
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jeffrey Wendel
Latest Form D
Jan 12, 2018

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 No. 2

What is the minimum investment for Wendel Total Return Fund No. 2?

According to its latest Form D, filed Jan 12, 2018, the minimum investment Wendel Total Return Fund No. 2 accepts from an outside investor is $25,000.

Who can invest in Wendel Total Return Fund No. 2?

Wendel Total Return Fund No. 2 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 Wendel Total Return Fund No. 2 raised?

Wendel Total Return Fund No. 2 reports $548,950 sold from 2 investors on its Form D filed Jan 12, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Wendel Total Return Fund No. 2 based?

Wendel Total Return Fund No. 2 is based in Ft, Recovery, Ohio.

When did Wendel Total Return Fund No. 2 launch?

Wendel Total Return Fund No. 2 reports its first sale in Jan 2018.

Size compared with every real estate fund

Raised more than 40% of the 256 real estate funds based in Ohio, and more than 25% of all 7,351 that report sales.

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