AltMountain

Windermere Wealth Fund LLC

Southfield, MI · CIK 2017357
506(c)
Status: no Form D since Mar 2024. 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.

Windermere Wealth Fund LLC is a real estate fund based in Southfield, Michigan. Its most recent Form D, filed Mar 29, 2024, reports no sales yet. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Huan Nguyen; Dustin Nguyen.

Total raised
$0Cumulative sales reported on Form D
Investors
0
First sale
—
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Huan Nguyen; Dustin Nguyen
Latest Form D
Mar 29, 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 Windermere Wealth Fund LLC

What is the minimum investment for Windermere Wealth Fund LLC?

According to its latest Form D, filed Mar 29, 2024, the minimum investment Windermere Wealth Fund LLC accepts from an outside investor is $25,000.

Who can invest in Windermere Wealth Fund LLC?

Windermere Wealth Fund LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Windermere Wealth Fund LLC raised?

Windermere Wealth Fund LLC's latest Form D, filed Mar 29, 2024, reports no sales yet.

Where is Windermere Wealth Fund LLC based?

Windermere Wealth Fund LLC is based in Southfield, Michigan.

Size compared with every real estate fund

This fund hasn't reported any sales yet.

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