WI Oak Tree LLC
WI Oak Tree LLC is a real estate fund based in Kansas City, Missouri. According to its most recent Form D, filed Jul 20, 2018, it has sold $1,240,000 of interests to 7 investors since its first sale in Jul 2018. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Paul Worcester; Joel Worcester.
- Total raised
- $1,240,000Cumulative sales reported on Form D
- Investors
- 7
- First sale
- Jul 16, 2018
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Paul Worcester; Joel Worcester
- Latest Form D
- Jul 20, 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
Questions about WI Oak Tree LLC
What is the minimum investment for WI Oak Tree LLC?
According to its latest Form D, filed Jul 20, 2018, the minimum investment WI Oak Tree LLC accepts from an outside investor is $50,000.
Who can invest in WI Oak Tree LLC?
WI Oak Tree 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 WI Oak Tree LLC raised?
WI Oak Tree LLC reports $1,240,000 sold from 7 investors on its Form D filed Jul 20, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is WI Oak Tree LLC based?
WI Oak Tree LLC is based in Kansas City, Missouri.
When did WI Oak Tree LLC launch?
WI Oak Tree LLC reports its first sale in Jul 2018.
Size compared with every real estate fund
Raised more than 53% of the 83 real estate funds based in Missouri, and more than 36% of all 7,337 that report sales.