AltMountain

WG Tulsa DST

Bloomington, MN · CIK 2037837
506(c)
Status: no Form D since Sep 2024. 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.

WG Tulsa DST is a real estate fund based in Bloomington, Minnesota. According to its most recent Form D, filed Sep 17, 2024, it has sold $471,314 of interests to 1 investor since its first sale in Aug 2024. The minimum investment it accepts from an outside investor is $22,543. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Duane Lund; David Buelow; Garret Farmer.

Total raised
$471,314Cumulative sales reported on Form D
Investors
1
First sale
Aug 30, 2024
Minimum investment
$22,543
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Duane Lund; David Buelow; Garret Farmer
Latest Form D
Sep 17, 2024

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 WG Tulsa DST

What is the minimum investment for WG Tulsa DST?

According to its latest Form D, filed Sep 17, 2024, the minimum investment WG Tulsa DST accepts from an outside investor is $22,543.

Who can invest in WG Tulsa DST?

WG Tulsa DST 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 WG Tulsa DST raised?

WG Tulsa DST reports $471,314 sold from 1 investor on its Form D filed Sep 17, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is WG Tulsa DST based?

WG Tulsa DST is based in Bloomington, Minnesota.

When did WG Tulsa DST launch?

WG Tulsa DST reports its first sale in Aug 2024.

Size compared with every real estate fund

Raised more than 39% of the 196 real estate funds based in Minnesota, and more than 23% of all 7,350 that report sales.

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