AltMountain

Westplan Daniel Island, LP

Atlanta, GA · CIK 1769406
506(c)
Status: no Form D since Jul 2019. 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.

Westplan Daniel Island, LP is a real estate fund based in Atlanta, Georgia. According to its most recent Form D, filed Jul 2, 2019, it has sold $19,100,000 of interests to 49 investors since its first sale in Jun 2019. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Ewoud Swaak.

Total raised
$19,100,000Cumulative sales reported on Form D
Investors
49
First sale
Jun 26, 2019
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Ewoud Swaak
Latest Form D
Jul 2, 2019

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 Westplan Daniel Island, LP

What is the minimum investment for Westplan Daniel Island, LP?

According to its latest Form D, filed Jul 2, 2019, the minimum investment Westplan Daniel Island, LP accepts from an outside investor is $50,000.

Who can invest in Westplan Daniel Island, LP?

Westplan Daniel Island, LP 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 Westplan Daniel Island, LP raised?

Westplan Daniel Island, LP reports $19,100,000 sold from 49 investors on its Form D filed Jul 2, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Westplan Daniel Island, LP based?

Westplan Daniel Island, LP is based in Atlanta, Georgia.

When did Westplan Daniel Island, LP launch?

Westplan Daniel Island, LP reports its first sale in Jun 2019.

Size compared with every real estate fund

Raised more than 89% of the 493 real estate funds based in Georgia, and more than 87% of all 7,316 that report sales.

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