AltMountain

Wharton Oak Haven LLC

Houston, TX · CIK 1936029
Status: no Form D since Jun 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.

Wharton Oak Haven LLC is a real estate fund based in Houston, Texas. Its most recent Form D, filed Jun 30, 2022, reports no sales yet. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Don Scott; Jeff Roberson; Arian Scott.

Total raised
$0Cumulative sales reported on Form D
Investors
0
First sale
—
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Don Scott; Jeff Roberson; Arian Scott
Latest Form D
Jun 30, 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 Wharton Oak Haven LLC

What is the minimum investment for Wharton Oak Haven LLC?

According to its latest Form D, filed Jun 30, 2022, the minimum investment Wharton Oak Haven LLC accepts from an outside investor is $25,000.

Who can invest in Wharton Oak Haven LLC?

Wharton Oak Haven 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 Wharton Oak Haven LLC raised?

Wharton Oak Haven LLC's latest Form D, filed Jun 30, 2022, reports no sales yet.

Where is Wharton Oak Haven LLC based?

Wharton Oak Haven LLC is based in Houston, Texas.

Size compared with every real estate fund

This fund hasn't reported any sales yet.

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