Form D · Other Investment Fund

Washtenaw Trust, LLC

Glenview, IL · CIK 0001636761

Offering snapshot reported Mar 20, 2018 · SEC filing

Reported sold
$8.24M
Indefinite offering
Investors reported
19
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 7, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.12M$8.24MMar 19, 2015: $1,000,000.00Mar 19, 2015Mar 30, 2017: $1,000,000.00Mar 30, 2017Mar 30, 2017: $7,257,696.00Mar 20, 2018: $8,244,481.00Mar 20, 2018

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$7,257,696 → $8,244,481
  • Reported investors15 → 19

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 20, 2018Amendment$8,244,481$986,785vs Mar 30, 201719SEC filing
Mar 30, 2017Amendment$1,000,000$0vs Mar 19, 20154SEC filing
Mar 30, 2017Amendment$7,257,696$6,257,696vs Mar 30, 201715SEC filing
Mar 19, 2015Initial$1,000,000No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-236241

Source: Form D, filed Mar 20, 2018. 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
Robert W. Burns Director, Executive
Matthew L. Schultz Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2700 Patriot Boulevard Suite 250
Glenview, IL, 60026