AltMountain

Wineridge Associates, LLC

Escondido, CA · CIK 1669249
Status: no Form D since Mar 2016. 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.

Wineridge Associates, LLC is a real estate fund based in Escondido, California. According to its most recent Form D, filed Mar 15, 2016, it has sold $774,802 of interests to 5 investors since its first sale in Mar 2016. The minimum investment it accepts from an outside investor is $154,960. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include David Cloyd, M.D; Riaz Bokhari, M.D; Thomas Velky, Jr, M.D.

Total raised
$774,802Cumulative sales reported on Form D
Investors
5
First sale
Mar 1, 2016
Minimum investment
$154,960
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
David Cloyd, M.D; Riaz Bokhari, M.D; Thomas Velky, Jr, M.D
Latest Form D
Mar 15, 2016

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 Wineridge Associates, LLC

What is the minimum investment for Wineridge Associates, LLC?

According to its latest Form D, filed Mar 15, 2016, the minimum investment Wineridge Associates, LLC accepts from an outside investor is $154,960.

Who can invest in Wineridge Associates, LLC?

Wineridge Associates, LLC 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 Wineridge Associates, LLC raised?

Wineridge Associates, LLC reports $774,802 sold from 5 investors on its Form D filed Mar 15, 2016. This is cumulative sales since the offering began, not current assets or performance.

Where is Wineridge Associates, LLC based?

Wineridge Associates, LLC is based in Escondido, California.

When did Wineridge Associates, LLC launch?

Wineridge Associates, LLC reports its first sale in Mar 2016.

Size compared with every real estate fund

Raised more than 46% of the 1,089 real estate funds based in California, and more than 29% of all 7,316 that report sales.

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