AltMountain

Willow Two, LLC

New Orleans, LA · CIK 1735356
Status: no Form D since Mar 2018. 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 Two, LLC is a private equity fund based in New Orleans, Louisiana. According to its most recent Form D, filed Mar 27, 2018, it has sold $1,250,000 of interests to 13 investors since its first sale in Sep 2017. The minimum investment it accepts from an outside investor is $20,000. 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 Randy Fertel; Frank Friedler, III.

Total raised
$1,250,000Cumulative sales reported on Form D
Investors
13
First sale
Sep 1, 2017
Minimum investment
$20,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Other exemption
Key people and entities
Randy Fertel; Frank Friedler, III
Latest Form D
Mar 27, 2018

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 Two, LLC

What is the minimum investment for Willow Two, LLC?

According to its latest Form D, filed Mar 27, 2018, the minimum investment Willow Two, LLC accepts from an outside investor is $20,000.

Who can invest in Willow Two, LLC?

Willow Two, 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 Two, LLC raised?

Willow Two, LLC reports $1,250,000 sold from 13 investors on its Form D filed Mar 27, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Willow Two, LLC based?

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

When did Willow Two, LLC launch?

Willow Two, LLC reports its first sale in Sep 2017.

Size compared with every private equity fund

Raised more than 33% of the 9 private equity funds based in Louisiana, and more than 23% of all 8,842 that report sales.

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