AltMountain

Westover 2021 LLC

Norfolk, VA · CIK 1902747
506(c)
Status: no Form D since Jan 2022. 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.

Westover 2021 LLC is a private investment fund based in Norfolk, Virginia. According to its most recent Form D, filed Jan 12, 2022, it has sold $1,142,300 of interests to 7 investors since its first sale in Dec 2021. The minimum investment it accepts from an outside investor is $25,800. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include William Roach.

Total raised
$1,142,300Cumulative sales reported on Form D
Investors
7
First sale
Dec 31, 2021
Minimum investment
$25,800
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
William Roach
Latest Form D
Jan 12, 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 Westover 2021 LLC

What is the minimum investment for Westover 2021 LLC?

According to its latest Form D, filed Jan 12, 2022, the minimum investment Westover 2021 LLC accepts from an outside investor is $25,800.

Who can invest in Westover 2021 LLC?

Westover 2021 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(c), so it may advertise, but every investor must be verified as accredited.

How much has Westover 2021 LLC raised?

Westover 2021 LLC reports $1,142,300 sold from 7 investors on its Form D filed Jan 12, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Westover 2021 LLC based?

Westover 2021 LLC is based in Norfolk, Virginia.

When did Westover 2021 LLC launch?

Westover 2021 LLC reports its first sale in Dec 2021.

Size compared with every private investment fund

Raised more than 30% of the 128 private investment funds based in Virginia, and more than 16% of all 10,311 that report sales.

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