Form D · Other Investment Fund

Westcore Investments Partners II, LLC

San Diego, CA · CIK 0002046841

Offering snapshot reported Dec 3, 2024 · SEC filing

Reported sold
$2.9M
Offering amount: $7M
Investors reported
9
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Nov 27, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 3, 2024Initial$2,900,000No comparison9SEC 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
021-531003

Source: Form D, filed Dec 3, 2024. 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
Llc Westcore Realty Manager, 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