Form D · Other Investment Fund

West Mountain Opportunity Fund, LLC

Atlanta, GA · CIK 0001716460

Offering snapshot reported Sep 7, 2017 · SEC filing

Reported sold: $7.25M
Investors reported: 20
Minimum accepted: $30K
First sale: Jul 25, 2017

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
Sep 7, 2017	Initial	$7,250,000	No comparison	20	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-294247

Source: Form D, filed Sep 7, 2017. 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

WEST MOUNTAIN OPPORTUNITY FUND, LLC

Investment adviser: WEST MOUNTAIN, LLC

Gross asset value: $7.25M
Beneficial owners: 20
ADV minimum commitment: $100K

Reported in Form ADV on Sep 20, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRIDENT FUND SERVICES, INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CROWE HORWATH, LLP NEW YORK, New York, United States

Custodian BMO HARRIS BANK NA CHICAGO, Illinois, United States Related to adviser: No

Marketer ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No

Marketer ARKADIOS CAPITAL ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC
CRD 135131 · SEC 8-66889

ARKADIOS CAPITAL
CRD 282710 · SEC 8-69729

Filing source

Form ADV 1139919 · Sep 20, 2017 · Schedule D 7.B.(1), fund 805-7934906384

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
Name	Reported role
Paul Alar	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1170 Peachtree Street Suite 1200
Atlanta, GA, 30309