Form D · Other Real Estate
WANGARD INCOME FUND, LLC
Milwaukee, WI · CIK 0001581433
Offering snapshot reported Jul 12, 2013 · SEC filing
- Reported sold
- $1.48M Offering amount: $1.48M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Jun 30, 2013 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 12, 2013 | Initial | $1,475,000 | No comparison | 19 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-199591
Preferred Limited Liability Company Units
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Jul 12, 2013. 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
WANGARD INCOME FUND, LLC
Investment adviser: WANGARD INCOME FUND MANAGER, LLC
- Gross asset value
- $1.5M
- Beneficial owners
- 20
- ADV minimum commitment
- $50K
Reported in Form ADV on Feb 28, 2022. 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 1602574 · Feb 28, 2022 · Schedule D 7.B.(1), fund 805-1560262794
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 |
|---|---|
| Tony De Rosa | Executive |
| Frank Roman | Promoter |
| Stewart M. Wangard | Executive |
| Wangard Income Fund Manager, Llc Wangard Income Fund Manager, Llc | Director |
| Wayne Wiertzema | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Milwaukee, WI, 53226