Form D · Other Investment Fund

WESTWOOD DIVERSIFIED CORE EQUITY LLC

Omaha, NE · CIK 0001461221

Offering snapshot reported Apr 19, 2012 · SEC filing

Reported sold
$303M
Offering amount: $500M
Investors reported
87
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Sep 1, 2000
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$151M$303MMar 15, 2010: $244,622,727.00Mar 15, 2010Apr 19, 2012: $302,878,420.00Apr 19, 2012

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$244,622,727 → $302,878,420
  • Reported investors88 → 87

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 19, 2012Amendment$302,878,420$58,255,693vs Mar 15, 201087SEC filing
Mar 15, 2010Amendment$244,622,727No comparison88SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
Not reported
The Amount Sold reflects the aggregate amount sold by the issuer and all additional issuers identified on the continuation pages.

Source: Form D, filed Apr 19, 2012. 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
Art N Burtscher Director, Executive, Promoter
Rodney Cerny Executive, Promoter
Richard L Jarvis Director, Executive, Promoter
Andrea Mc Mahon Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1125 South 103 Rd Street Suite 580
Omaha, NE, 68124