Form D · Investing
WALLSTREET COMMERCE & TRADE INSTITUTE, INC.
Beaverton, OR · CIK 0001550702
Offering snapshot reported Nov 19, 2015 · SEC filing
- Reported sold
- $262M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Nov 19, 2015 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 1
- Minimum accepted$500,000 → $100,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 19, 2015 | Amendment | $262,000,000 | No comparison | 1 | SEC filing |
| Jun 19, 2012 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 24, 2012 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5.24M (estimated)
- Finders' fees
- $10.5M (estimated)
- Form D file number
- 021-178742
Transaction in process over 2 years
Sales commission amount is an estimate as first has not been occured yet. This is a maximum projection for investment advisory fees
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MORGAN INTERNATIONAL TRADE CORP. | 164552 |
Source: Form D, filed Nov 19, 2015. 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
WCTI PARTNERS, INC.
Investment adviser: MORGAN INTERNATIONAL TRADE CORP
- Gross asset value
- $0
- Beneficial owners
- 2
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 29, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 967934 · Mar 29, 2016 · Schedule D 7.B.(1), fund 805-5180220213
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 |
|---|---|
| Didier Dippe | Director, Executive |
Issuer details
Industry: Investing (See others in industry)
Address:Beaverton, OR, 97006