Form D · Hedge Fund

WEST COAST OPPORTUNITY FUND LLC

Montecito, CA · CIK 0001405965

Offering snapshot reported Dec 26, 2013 · SEC filing

Reported sold
$40.9M
Indefinite offering
Investors reported
83
Form D · investor count
Minimum accepted
$2M
Reported outside-investor minimum
First sale
Feb 1, 2006
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$36.3M$72.5MJul 2, 2007Apr 1, 2010: $72,503,892.00Apr 1, 2010May 16, 2011: $44,170,559.00May 16, 2011Apr 2, 2012: $47,451,498.00Dec 26, 2013: $40,906,615.00Dec 26, 2013

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$47,451,498 → $40,906,615

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 26, 2013Amendment$40,906,615-$6,544,883vs Apr 2, 201283SEC filing
Apr 2, 2012Amendment$47,451,498$3,280,939vs May 16, 201183SEC filing
May 16, 2011Amendment$44,170,559-$28,333,333vs Apr 1, 201076SEC filing
Apr 1, 2010Amendment$72,503,892No comparison92SEC filing
Apr 1, 2009Amendment$92,052,551No comparisonNot reportedSEC filing
Jul 2, 2007PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-105614
Total amount sold is the Net Asset Value of the Fund as of 12/31/2012.

Source: Form D, filed Dec 26, 2013. 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
Lance Helfert Executive
Atticus Lowe Executive
Paul Orfalea Director
Jacques Soiret Director
N/A West Coast Asset Management, Inc. Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O West Coast Asset Management Inc 1205 Coast Village Road
Montecito, CA, 93108