Form D · Other

BAY WEST HOLDINGS LLC

Atlanta, GA · CIK 0001591701

Offering snapshot reported Nov 20, 2013 · SEC filing

Reported sold
$28.3M
Offering amount: $28.3M
Investors reported
13
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Nov 4, 2013
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 20, 2013Initial$28,310,000No comparison13SEC filing

Offering details

Securities
Equity, Debt
Exemptions
06c
Duration over one year
No
Business combination
Yes
Sales commissions
$0
Finders' fees
$0
Form D file number
021-206633

Source: Form D, filed Nov 20, 2013. 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

BAY WEST HOLDINGS LLC

Investment adviser: THE WHITE OAK GROUP, INC.

Gross asset value
$10.2M
Beneficial owners
13
ADV minimum commitment
$250K

Reported in Form ADV on Mar 30, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian WELLS FARGO N.A. ATLANTA, Georgia, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1203091 · Mar 30, 2018 · Schedule D 7.B.(1), fund 805-3561349630

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.

People and organizations reported in Form D filings
NameReported role
Christopher C. Melton, Sr. Executive

Issuer details

Industry: Other (See others in industry)

Address:
5665 New Northside Drive Suite 500
Atlanta, GA, 30328