Form D · Investing

WHEELHOUSE EQUITY PARTNERS, L.P.

Palo Alto, CA · CIK 0001740068

Offering snapshot reported Aug 27, 2018 · SEC filing

Reported sold
$6.13M
Offering amount: $65M
Investors reported
3
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 1, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.06M$6.13MMay 14, 2018: $5,125,000.00May 14, 2018Aug 27, 2018: $6,125,000.00Aug 27, 2018

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$5,125,000 → $6,125,000
  • Reported investors2 → 3

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 27, 2018Amendment$6,125,000$1,000,000vs May 14, 20183SEC filing
May 14, 2018Initial$5,125,000No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-312308

Source: Form D, filed Aug 27, 2018. 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
Wep Gp, Llc Executive
Wheelhouse Gp, Llc Executive
John Occhipinti Executive

Issuer details

Industry: Investing (See others in industry)

Address:
251 High Street, Suite B
Palo Alto, CA, 94301