Form D · Other Investment Fund

WM Capital Partners 62, LLC

New York, NY · CIK 0001714204

Offering snapshot reported Aug 9, 2017 · SEC filing

Reported sold: $1.3M
Investors reported: 35
Minimum accepted: $0
First sale: Jul 26, 2017

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 9, 2017	Initial	$1,300,000	No comparison	35	SEC filing

Offering details

Securities: Equity
Exemptions: 06b
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-292431

Source: Form D, filed Aug 9, 2017. 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

WM CAPITAL PARTNERS 62, LLC

Investment adviser: WM CAPITAL PARTNERS, LLC

Gross asset value: $172K
Beneficial owners: 34
ADV minimum commitment: $0

Reported in Form ADV on Mar 30, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details

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

Filing source

Form ADV 1711727 · Mar 30, 2023 · Schedule D 7.B.(1), fund 805-5385249001

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
WM Capital Partners 56, LLC	Oct 28, 2016	$10,650,000	69
WM Capital Partners 57, LLC	Feb 6, 2017	$6,200,000	54
WM Capital Partners 58, LLC	Dec 2, 2016	$15,500,000	69
WM Capital Partners 59, LLC	Dec 27, 2016	$13,400,000	68
WM Capital Partners 60, LLC	Feb 13, 2017	$4,800,000	52
WM Capital Partners 61, LLC	Jul 25, 2017	$7,550,000	81
WM Capital Partners 62, LLC (this fund)	Aug 9, 2017	$1,300,000	35
WM Capital Partners 63, LLC	Dec 31, 2018	$3,400,000	56
WM Capital Partners 64, LLC	Dec 31, 2018	$2,300,000	56
WM Capital Partners 65, LLC	Dec 31, 2018	$7,000,000	63
WM Capital Partners 67, LLC	Jan 2, 2019	$7,400,000	55
WM Capital Partners 68, LLC	Jan 11, 2019	$2,600,000	53

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
Jim Barr Coleman	Executive
Scott Whitworth	Executive
Wm Capital Gp, Llc Wm Capital Gp, Llc	Promoter
Jeff Young	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

885 Third Avenue, Suite 2403
New York, NY, 10022