AltMountain

Willow One, LLC

New Orleans, LA · CIK 1653402
Status: no Form D since Nov 2015. 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.

Willow One, LLC is a private equity fund based in New Orleans, Louisiana. According to its most recent Form D, filed Nov 4, 2015, it has sold $750,000 of interests to 10 investors since its first sale in Jul 2014. The minimum investment it accepts from an outside investor is $62,500. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Frank Friedler, III; Randy Fertel; Levy Frank.

Total raised
$750,000Cumulative sales reported on Form D
Investors
10
First sale
Jul 1, 2014
Minimum investment
$62,500
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Other exemption
Key people and entities
Frank Friedler, III; Randy Fertel; Levy Frank
Latest Form D
Nov 4, 2015

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 One, LLC

What is the minimum investment for Willow One, LLC?

According to its latest Form D, filed Nov 4, 2015, the minimum investment Willow One, LLC accepts from an outside investor is $62,500.

Who can invest in Willow One, LLC?

Willow One, 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).

How much has Willow One, LLC raised?

Willow One, LLC reports $750,000 sold from 10 investors on its Form D filed Nov 4, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is Willow One, LLC based?

Willow One, LLC is based in New Orleans, Louisiana.

When did Willow One, LLC launch?

Willow One, LLC reports its first sale in Jul 2014.

Size compared with every private equity fund

Raised more than 33% of the 9 private equity funds based in Louisiana, and more than 18% of all 8,864 that report sales.

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