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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 30, 2014Amendment$328,010,000No comparison461SEC filing
Sep 5, 2014InitialYet to sellNo comparison0SEC 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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RecipientCRDAssociated 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.

People and organizations reported in Form D filings
NameReported 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