Form D · Commercial
WJA REAL ESTATE OPPORTUNITY FUND II, LLC
Laguna Hills, CA · CIK 0001640026
Offering snapshot reported Jun 22, 2016 · SEC filing
- Reported sold
- $9.38M Offering amount: $10M
- Investors reported
- 42 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Mar 12, 2015 As reported in this filing
Fundraising history
Reported soldDates 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$8,245,174 → $9,384,275
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 22, 2016 | Amendment | $9,384,275 | $1,139,101vs Nov 19, 2015 | 42 | SEC filing |
| Nov 19, 2015 | Amendment | $8,245,174 | $5,877,095vs Apr 21, 2015 | 42 | SEC filing |
| Apr 21, 2015 | Initial | $2,368,079 | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $47.4K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-238391
2% annual fee paid quarterly. If greater than a 10% net investor return is achieved, the investors will be paid any remaining profits on a 50/50 split with the manager
Source: Form D, filed Jun 22, 2016. 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.
| Name | Reported role |
|---|---|
| William Jordan | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
23046 Avenida De La Carlota Suite 150
Laguna Hills, CA, 92653
Laguna Hills, CA, 92653