Form D · Other Investment Fund

WM Capital Partners 64, LLC

New York, NY · CIK 0001763193

Offering snapshot reported Dec 31, 2018 · SEC filing

Reported sold
$2.3M
Offering amount: $2.3M
Investors reported
56
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 13, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 31, 2018Initial$2,300,000No comparison56SEC 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
021-329332

Source: Form D, filed Dec 31, 2018. 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 64, LLC

Investment adviser: WM CAPITAL PARTNERS, LLC

Gross asset value
$6.11M
Beneficial owners
56
ADV minimum commitment
$0

Reported in Form ADV on Mar 30, 2020. 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 1387304 · Mar 30, 2020 · Schedule D 7.B.(1), fund 805-4721091790

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
NameReported 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