Form D · Other Investment Fund
Walton Oaks Phase 1 State Credit, LLC
Atlanta, GA · CIK 0001560624
Offering snapshot reported Jan 20, 2023 · SEC filing
- Reported sold
- $400K Offering amount: $618K
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 31, 2022 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 20, 2023 | Initial | $400,000 | No comparison | 1 | SEC filing |
| Jan 13, 2022 | Initial | $706,504 | No comparison | 2 | SEC filing |
| Jan 12, 2021 | Initial | $955,124 | No comparison | 2 | SEC filing |
| Jan 10, 2020 | Initial | $79,546 | No comparison | 7 | SEC filing |
| Dec 26, 2018 | Initial | $842,398 | No comparison | 2 | SEC filing |
| Jan 2, 2018 | Initial | $823,032 | No comparison | 6 | SEC filing |
| Jan 4, 2017 | Initial | $823,032 | No comparison | 3 | SEC filing |
| Dec 11, 2015 | Initial | $803,667 | No comparison | 7 | SEC filing |
| Dec 23, 2014 | Amendment | $744,996 | $0vs Dec 23, 2014 | 4 | SEC filing |
| Dec 23, 2014 | Initial | $744,996 | No comparison | 4 | SEC filing |
| Oct 24, 2013 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Oct 19, 2012 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-471320
Limited Liability Company Membership Interests
Source: Form D, filed Jan 20, 2023. 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 |
|---|---|
| Lynda T. Ausburn | Director |
| Keith A. Davidson | Director, Executive |
| Lauren M. Johnson | Executive |
| Monte C. Johnson | Executive |
| W. David Knight | Director |
| David K. Loeffel | Director |
| L. Barry Teague | Director, Executive |
| Thomas L. Wilkes | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
2281 Akers Mill Rd., Bldg 4100
Atlanta, GA, 30339
Atlanta, GA, 30339