Willow Lakes Management, LLC
Willow Lakes Management, LLC is a real estate fund based in Providence, Utah. According to its most recent Form D, filed Jun 30, 2023, it has sold $1,600,000 of interests to 2 investors since its first sale in May 2023. The minimum investment it accepts from an outside investor is $250,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Brett Nelson; Richard Nelson; Melvin Jensen.
- Total raised
- $1,600,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- May 10, 2023
- Minimum investment
- $250,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Brett Nelson; Richard Nelson; Melvin Jensen
- Latest Form D
- Jun 30, 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 Willow Lakes Management, LLC
What is the minimum investment for Willow Lakes Management, LLC?
According to its latest Form D, filed Jun 30, 2023, the minimum investment Willow Lakes Management, LLC accepts from an outside investor is $250,000.
Who can invest in Willow Lakes Management, LLC?
Willow Lakes Management, 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 Willow Lakes Management, LLC raised?
Willow Lakes Management, LLC reports $1,600,000 sold from 2 investors on its Form D filed Jun 30, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Willow Lakes Management, LLC based?
Willow Lakes Management, LLC is based in Providence, Utah.
When did Willow Lakes Management, LLC launch?
Willow Lakes Management, LLC reports its first sale in May 2023.
Size compared with every real estate fund
Raised more than 54% of the 228 real estate funds based in Utah, and more than 41% of all 7,321 that report sales.