Form D · Other Investment Fund

WE Investor I, LLC

Portland, OR · CIK 0001863076

Offering snapshot reported Apr 12, 2022 · SEC filing

Reported sold
$27M
Offering amount: $27M
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 28, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 2

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 12, 2022Amendment$27,000,000No comparison2SEC filing
May 24, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Debt, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-400461

Source: Form D, filed Apr 12, 2022. 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

WE INVESTOR I, LLC

Investment adviser: EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Gross asset value
$34.6M
Beneficial owners
3
ADV minimum commitment
$1M

Reported in Form ADV on Apr 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS SAN FRANCISCO, California, United States
Custodian EAST WEST BANCORP, INC. SANTA CLARA, California, United States Related to adviser: No
Marketer EQUILIBRIUM CAPITAL SERVICES, LLC PORTLAND, Oregon, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

MOSS ADAMS
PCAOB 659

EAST WEST BANCORP, INC.
LEI F28JOQ8OBWCFUYM0UX93

EQUILIBRIUM CAPITAL SERVICES, LLC
CRD 155530 · SEC 8-68722

Filing source

Form ADV 2098388 · Apr 24, 2026 · Schedule D 7.B.(1), fund 805-1472115940

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
William Campbell Executive
David Y.P Chen Executive
N/A N/A Eq We I, Llc Director
Christine Lam Executive
John J. Pierrepont Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
411 Nw Park Avenue, Suite 401
Portland, OR, 97209