Form D · Other Investment Fund

Windmuehle Funds - Series Four

Austin, TX · CIK 0001772899

Offering snapshot reported Apr 2, 2021 · SEC filing

Reported sold: $80.8M
Investors reported: 52
Minimum accepted: $0
First sale: Apr 1, 2019

Fundraising history

Reported sold

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$65,371,412 → $80,844,659
Reported investors33 → 52

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 2, 2021	Amendment	$80,844,659	$15,473,247vs Apr 3, 2020	52	SEC filing
Apr 3, 2020	Amendment	$65,371,412	$61,511,412vs Apr 4, 2019	33	SEC filing
Apr 4, 2019	Initial	$3,860,000	No comparison	16	SEC filing

Offering details

Securities: 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: 021-336511

Source: Form D, filed Apr 2, 2021. 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

WINDMUEHLE FUNDS, LLC - SERIES FOUR

Investment adviser: WINDMUEHLE, LLC

Gross asset value: $4.32M
Beneficial owners: 51
ADV minimum commitment: $0

Reported in Form ADV on Jul 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES (CANADA) LTD. TORONTO, Canada Investor statements: No (provided to no investors) Related to adviser: No

Fund administrator TRUSTSERVE LP CORAL GABLES, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLP DALLAS, Texas, United States

Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

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

WEAVER & TIDWELL LLP
PCAOB 410

JP MORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2117921 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-9898213429

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
Robert C. Lee	Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

500 W. 2 Nd Street Suite 1900
Austin, TX, 78701