Form D · Private Equity Fund
LAKE WHILLANS FUND II LP
Dallas, TX · CIK 0001893191
Offering snapshot reported Nov 17, 2022 · SEC filing
- Reported sold
- $67.2M Indefinite offering
- Investors reported
- 31 Form D · investor count
- Minimum accepted
- $1 Reported outside-investor minimum
- First sale
- Nov 15, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 31
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 17, 2022 | Amendment | $67,200,000 | No comparison | 31 | SEC filing |
| Nov 12, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-420904
SALES COMMISSION PAID TO THE RECIPIENT LISTED IN ITEM 12 ABOVE IS SUBJECT TO FUTURE ADJUSTMENTS THAT CANNOT CURRENTLY BE CALCULATED.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| EATON PARTNERS, LLC | 31170 |
Source: Form D, filed Nov 17, 2022. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Lee Drucker | Executive, Promoter |
| Boaz Weinstein | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
12750 Merit Dr Ste 520
Dallas, TX, 75251
Dallas, TX, 75251