Form D · Other Investment Fund
Old Westbury Private Equity Fund XIII LLC
New York, NY · CIK 0001618657
Offering snapshot reported Dec 30, 2014 · SEC filing
- Reported sold
- $328M Offering amount: $350M
- Investors reported
- 461 Form D · investor count
- Minimum accepted
- $350K Reported outside-investor minimum
- First sale
- Dec 23, 2014 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 461
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 30, 2014 | Amendment | $328,010,000 | No comparison | 461 | SEC filing |
| Sep 5, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-224180
Bessemer Investor Services receives an annual retainer from Bessemer Trust Co., N.A. for arranging the private placement of certain private funds, including the Issuer, but does not receive any additional fees or commissions with respect to the Issuer.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Bessemer Investor Services, Inc. | 17442 |
Source: Form D, filed Dec 30, 2014. 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 |
|---|---|
| Charles D. Bryceland | Executive |
| John Alex Christie | Executive |
| Marc De Saint Phalle | Executive |
| Francis X. Frecentese | Executive |
| Peter J. Langas | Executive |
| Beste A. Portnoff | Executive |
| C. Daniel Rice | Director |
| Gerald A. Santy, Jr. | Executive |
| Nancy Peretz Sheft | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
630 Fifth Avenue
New York, NY, 10111
New York, NY, 10111