Western Oak Align LLC
Western Oak Align LLC is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Jul 8, 2022, it has sold $7,000,000 of interests to 14 investors since its first sale in Jun 2022. The minimum investment it accepts from an outside investor is $100,000. 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 Western Oak Capital LLC; Western Oak Align Management LLC; Samuel Remcho.
- Total raised
- $7,000,000Cumulative sales reported on Form D
- Investors
- 14
- First sale
- Jun 15, 2022
- Minimum investment
- $100,000
- 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
- Western Oak Capital LLC; Western Oak Align Management LLC; Samuel Remcho
- Latest Form D
- Jul 8, 2022
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 Western Oak Align LLC
What is the minimum investment for Western Oak Align LLC?
According to its latest Form D, filed Jul 8, 2022, the minimum investment Western Oak Align LLC accepts from an outside investor is $100,000.
Who can invest in Western Oak Align LLC?
Western Oak Align 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 Western Oak Align LLC raised?
Western Oak Align LLC reports $7,000,000 sold from 14 investors on its Form D filed Jul 8, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Western Oak Align LLC based?
Western Oak Align LLC is based in San Francisco, California.
When did Western Oak Align LLC launch?
Western Oak Align LLC reports its first sale in Jun 2022.
Size compared with every real estate fund
Raised more than 77% of the 1,095 real estate funds based in California, and more than 72% of all 7,350 that report sales.