Form D · Other Investment Fund

Westcore Investments Partners I, LLC

San Diego, CA · CIK 0001829596

Offering snapshot reported Dec 14, 2020 · SEC filing

Reported sold
$9.12M
Indefinite offering
Investors reported
39
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Oct 28, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.56M$9.12MNov 3, 2020: $3,250,000.00Nov 3, 2020Dec 14, 2020: $9,115,000.00Dec 14, 2020

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$3,250,000 → $9,115,000
  • Reported investors12 → 39

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 14, 2020Amendment$9,115,000$5,865,000vs Nov 3, 202039SEC filing
Nov 3, 2020Initial$3,250,000No comparison12SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-379576

Source: Form D, filed Dec 14, 2020. 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
Donald Hosmer Ankeny Executive
Marc Reed Brutten Executive
Westcore Realty Manager Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Westcore Realty, Llc 4350 La Jolla Village Drive, Suite 900
San Diego, CA, 92122