Willett Associates LLC is a real estate fund based in Bethesda, Maryland. According to its most recent Form D, filed Oct 11, 2023, it has sold $2,522,500 of interests to 27 investors since its first sale in Jun 2022. 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 Aaron Singer; Alexander Gross; Stephen Margerum.
- Total raised
- $2,522,500Cumulative sales reported on Form D
- Investors
- 27
- First sale
- Jun 1, 2022
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Aaron Singer; Alexander Gross; Stephen Margerum
- Latest Form D
- Oct 11, 2023
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 Willett Associates LLC
What is the minimum investment for Willett Associates LLC?
According to its latest Form D, filed Oct 11, 2023, the minimum investment Willett Associates LLC accepts from an outside investor is $50,000.
Who can invest in Willett Associates LLC?
Willett Associates 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 Willett Associates LLC raised?
Willett Associates LLC reports $2,522,500 sold from 27 investors on its Form D filed Oct 11, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Willett Associates LLC based?
Willett Associates LLC is based in Bethesda, Maryland.
When did Willett Associates LLC launch?
Willett Associates LLC reports its first sale in Jun 2022.
Size compared with every real estate fund
Raised more than 63% of the 201 real estate funds based in Maryland, and more than 51% of all 7,316 that report sales.