WTA Equity Fund, LLC
WTA Equity Fund, LLC is a private equity fund based in Greenville, South Carolina. According to its most recent Form D, filed Apr 28, 2016, it has sold $2,200,000 of interests to 4 investors since its first sale in Sep 2014. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Erik Weir; Jon Reeves.
- Total raised
- $2,200,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Sep 12, 2014
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Erik Weir; Jon Reeves
- Latest Form D
- Apr 28, 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 WTA Equity Fund, LLC
What is the minimum investment for WTA Equity Fund, LLC?
WTA Equity Fund, LLC's latest Form D, filed Apr 28, 2016, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in WTA Equity Fund, LLC?
WTA Equity Fund, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has WTA Equity Fund, LLC raised?
WTA Equity Fund, LLC reports $2,200,000 sold from 4 investors on its Form D filed Apr 28, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is WTA Equity Fund, LLC based?
WTA Equity Fund, LLC is based in Greenville, South Carolina.
When did WTA Equity Fund, LLC launch?
WTA Equity Fund, LLC reports its first sale in Sep 2014.
Size compared with every private equity fund
Raised more than 53% of the 17 private equity funds based in South Carolina, and more than 27% of all 8,950 that report sales.