AltMountain

Winterhaven Estate LLC

Lakewood, NJ · CIK 1709837
Status: no Form D since Jul 2017. 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.

Winterhaven Estate LLC is a real estate fund based in Lakewood, New Jersey. According to its most recent Form D, filed Jul 3, 2017, it has sold $7,400,000 of interests to 21 investors since its first sale in Jun 2017. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Michael Netzer.

Total raised
$7,400,000Cumulative sales reported on Form D
Investors
21
First sale
Jun 30, 2017
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Michael Netzer
Latest Form D
Jul 3, 2017

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 Winterhaven Estate LLC

What is the minimum investment for Winterhaven Estate LLC?

According to its latest Form D, filed Jul 3, 2017, the minimum investment Winterhaven Estate LLC accepts from an outside investor is $100,000.

Who can invest in Winterhaven Estate LLC?

Winterhaven Estate 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 Winterhaven Estate LLC raised?

Winterhaven Estate LLC reports $7,400,000 sold from 21 investors on its Form D filed Jul 3, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is Winterhaven Estate LLC based?

Winterhaven Estate LLC is based in Lakewood, New Jersey.

When did Winterhaven Estate LLC launch?

Winterhaven Estate LLC reports its first sale in Jun 2017.

Size compared with every real estate fund

Raised more than 80% of the 118 real estate funds based in New Jersey, and more than 73% of all 7,316 that report sales.

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