AltMountain

Wilbe Capital Fund, LLC

Salt Lake City, UT · CIK 1900668
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.

Wilbe Capital Fund, LLC is a private investment fund based in Salt Lake City, Utah. According to its most recent Form D, filed Jun 3, 2022, it has sold $1,273,450 of interests to 13 investors since its first sale in Dec 2021. The minimum investment it accepts from an outside investor is $330,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jeremy Neilson; Richard Thoms; LLC Assure Fund Management II.

Total raised
$1,273,450Cumulative sales reported on Form D
Investors
13
First sale
Dec 30, 2021
Minimum investment
$330,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jeremy Neilson; Richard Thoms; LLC Assure Fund Management II
Latest Form D
Jun 3, 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

Raise history

$1,273,450Jan 3, 2022: $607,300 raisedJan 3, 2022: $607,300 raisedMay 5, 2022: $640,375 raisedJun 3, 2022: $1,273,450 raisedJan 2022Jun 2022
FiledFilingTotal raisedInvestorsSource
Jun 3, 2022Form D/A (amendment)$1,273,45013SEC.gov ↗
May 5, 2022Form D/A (amendment)$640,3757SEC.gov ↗
Jan 3, 2022Form D$607,3006SEC.gov ↗
Jan 3, 2022Form D$607,3006SEC.gov ↗

4 Form D filings in the SEC's electronic records (2008 onward), the earliest on Jan 3, 2022. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.

Questions about Wilbe Capital Fund, LLC

What is the minimum investment for Wilbe Capital Fund, LLC?

According to its latest Form D, filed Jun 3, 2022, the minimum investment Wilbe Capital Fund, LLC accepts from an outside investor is $330,000.

Who can invest in Wilbe Capital Fund, LLC?

Wilbe Capital Fund, 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(b), which does not allow general advertising.

How much has Wilbe Capital Fund, LLC raised?

Wilbe Capital Fund, LLC reports $1,273,450 sold from 13 investors on its Form D filed Jun 3, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Wilbe Capital Fund, LLC based?

Wilbe Capital Fund, LLC is based in Salt Lake City, Utah.

When did Wilbe Capital Fund, LLC launch?

Wilbe Capital Fund, LLC reports its first sale in Dec 2021.

Size compared with every private investment fund

Raised more than 53% of the 197 private investment funds based in Utah, and more than 17% of all 10,333 that report sales.

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