WestonOx Fund, LLC is a real estate fund based in Cleveland, Ohio. According to its most recent Form D, filed Oct 3, 2018, it has sold $13,650,000 of interests to 26 investors since its first sale in Jan 2018. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include James Asher; Steven Feldman.
- Total raised
- $13,650,000Cumulative sales reported on Form D
- Investors
- 26
- First sale
- Jan 29, 2018
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- James Asher; Steven Feldman
- Latest Form D
- Oct 3, 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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Oct 3, 2018 | Amendment | $13,650,000 | 26 | SEC.gov ↗ |
| Feb 12, 2018 | First notice | $10,750,000 | 18 | SEC.gov ↗ |
2 Form D filings in the SEC's electronic records (2008 onward), the earliest on Feb 12, 2018. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about WestonOx Fund, LLC
What is the minimum investment for WestonOx Fund, LLC?
According to its latest Form D, filed Oct 3, 2018, the minimum investment WestonOx Fund, LLC accepts from an outside investor is $100,000.
Who can invest in WestonOx Fund, LLC?
WestonOx Fund, 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 WestonOx Fund, LLC raised?
WestonOx Fund, LLC reports $13,650,000 sold from 26 investors on its Form D filed Oct 3, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is WestonOx Fund, LLC based?
WestonOx Fund, LLC is based in Cleveland, Ohio.
When did WestonOx Fund, LLC launch?
WestonOx Fund, LLC reports its first sale in Jan 2018.
Size compared with every real estate fund
Raised more than 89% of the 256 real estate funds based in Ohio, and more than 83% of all 7,351 that report sales.