Form D · Residential
37228 Walnut LLC
Fremont, CA · CIK 0002020387
Offering snapshot reported Apr 18, 2024 · SEC filing
- Reported sold
- $960K Offering amount: $960K
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $320K Reported outside-investor minimum
- First sale
- Feb 27, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 18, 2024 | Initial | $960,020 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-511005
Source: Form D, filed Apr 18, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
37228 WALNUT LLC
Investment adviser: OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC
- Gross asset value
- $1.8M
- Beneficial owners
- 3
- ADV minimum commitment
- $218K
Reported in Form ADV on May 28, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1993425 · May 28, 2025 · Schedule D 7.B.(1), fund 805-5849786187
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Lin Wang | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:Fremont, CA, 94536