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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 20, 2013 | Initial | $28,310,000 | No comparison | 13 | SEC 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
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.
| Name | Reported role |
|---|---|
| Christopher C. Melton, Sr. | Executive |
Issuer details
Industry: Other (See others in industry)
Address:Atlanta, GA, 30328