AltMountain

Windhaven Estates LP

Berwyn, PA · CIK 1635049
Status: no Form D since Mar 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.

Windhaven Estates LP is a real estate fund based in Berwyn, Pennsylvania. According to its most recent Form D, filed Mar 2, 2015, it has sold $120,000 of interests to 1 investor since its first sale in Feb 2015. The minimum investment it accepts from an outside investor is $60,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Joshua Introvatolo; James Weiss; Windhaven Estates GP, LLC.

Total raised
$120,000Cumulative sales reported on Form D
Investors
1
First sale
Feb 16, 2015
Minimum investment
$60,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Joshua Introvatolo; James Weiss; Windhaven Estates GP, LLC
Latest Form D
Mar 2, 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 Windhaven Estates LP

What is the minimum investment for Windhaven Estates LP?

According to its latest Form D, filed Mar 2, 2015, the minimum investment Windhaven Estates LP accepts from an outside investor is $60,000.

Who can invest in Windhaven Estates LP?

Windhaven Estates LP 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 Windhaven Estates LP raised?

Windhaven Estates LP reports $120,000 sold from 1 investor on its Form D filed Mar 2, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is Windhaven Estates LP based?

Windhaven Estates LP is based in Berwyn, Pennsylvania.

When did Windhaven Estates LP launch?

Windhaven Estates LP reports its first sale in Feb 2015.

Size compared with every real estate fund

Raised more than 18% of the 192 real estate funds based in Pennsylvania, and more than 6% of all 7,337 that report sales.

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