Willow Tree Capital Fund, LLC is a private investment fund based in New York, New York. Its most recent Form D, filed Jan 25, 2024, reports no sales yet. The minimum investment it accepts from an outside investor is $200,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Timothy Lower; Willow Tree Managing Member, LLC; Mark Klingensmith.
- Total raised
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $200,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Timothy Lower; Willow Tree Managing Member, LLC; Mark Klingensmith
- Latest Form D
- Jan 25, 2024
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 Tree Capital Fund, LLC
What is the minimum investment for Willow Tree Capital Fund, LLC?
According to its latest Form D, filed Jan 25, 2024, the minimum investment Willow Tree Capital Fund, LLC accepts from an outside investor is $200,000.
Who can invest in Willow Tree Capital Fund, LLC?
Willow Tree Capital Fund, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Willow Tree Capital Fund, LLC raised?
Willow Tree Capital Fund, LLC's latest Form D, filed Jan 25, 2024, reports no sales yet.
Where is Willow Tree Capital Fund, LLC based?
Willow Tree Capital Fund, LLC is based in New York, New York.
Size compared with every private investment fund
This fund hasn't reported any sales yet.