AltMountain

Wolfe Windsor Fund, LLC

Plano, TX · CIK 1947535
Status: no Form D since Sep 2022. 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.

Wolfe Windsor Fund, LLC is a real estate fund based in Plano, Texas. According to its most recent Form D, filed Sep 22, 2022, it has sold $6,225,000 of interests to 65 investors since its first sale in Sep 2022. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Kenneth Wolfe.

Total raised
$6,225,000Cumulative sales reported on Form D
Investors
65
First sale
Sep 15, 2022
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Kenneth Wolfe
Latest Form D
Sep 22, 2022

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 Wolfe Windsor Fund, LLC

What is the minimum investment for Wolfe Windsor Fund, LLC?

According to its latest Form D, filed Sep 22, 2022, the minimum investment Wolfe Windsor Fund, LLC accepts from an outside investor is $50,000.

Who can invest in Wolfe Windsor Fund, LLC?

Wolfe Windsor Fund, 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 Wolfe Windsor Fund, LLC raised?

Wolfe Windsor Fund, LLC reports $6,225,000 sold from 65 investors on its Form D filed Sep 22, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Wolfe Windsor Fund, LLC based?

Wolfe Windsor Fund, LLC is based in Plano, Texas.

When did Wolfe Windsor Fund, LLC launch?

Wolfe Windsor Fund, LLC reports its first sale in Sep 2022.

Size compared with every real estate fund

Raised more than 79% of the 1,421 real estate funds based in Texas, and more than 70% of all 7,337 that report sales.

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