Form D · Other Investment Fund

WA2 2020 LP

Fort Worth, TX · CIK 0001834980

Offering snapshot reported Jul 21, 2021 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 21, 2021InitialYet to sellNo comparisonNot reportedSEC filing
Dec 4, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-407207

Source: Form D, filed Jul 21, 2021. 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

WA2 2020 LP

Investment adviser: WESTERN RESEARCH AND MANAGEMENT, L.L.C.

Gross asset value
$2.85M
Beneficial owners
27
ADV minimum commitment
$50K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRUST SERVE MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER, LLP FORT WORTH, Texas, United States
Custodian NORTHBROOK BANK AND TRUST COMPANY NA NORTHBROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WEAVER, LLP
PCAOB 410

Filing source

Form ADV 2053898 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-7803873584

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
Chris Pate Executive, Promoter
N/A Wa2 2020 Gp Llc Executive, Promoter
N/A Western Research And Management, L.L.C. Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3100 West 7 Th Street, Suite 300
Fort Worth, TX, 76107