Form D · Other Investment Fund
WM Puerto Rico, LLC
New York, NY · CIK 0001579321
Offering snapshot reported Jun 21, 2013 · SEC filing
- Reported sold
- $9.2M Offering amount: $9.2M
- Investors reported
- 67 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 30, 2013 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 21, 2013 | Initial | $9,200,000 | No comparison | 67 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-198372
Source: Form D, filed Jun 21, 2013. 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 |
|---|---|
| Cfam Financial Services, Llc Cfam Financial Services, Llc | Promoter |
| Greg England | Executive, Promoter |
| Rob Feito | Executive, Promoter |
| Paul Jackson | Director, Executive, Promoter |
| Rick Morgan | Executive, Promoter |
| Scott Whitworth | Director, Executive, Promoter |
| Wm Capital Partners, Llc Wm Capital Partners, Llc | Promoter |
| Wm Cfam Partners, Llc Wm Cfam Partners, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
500 Fifth Avenue, Suite 2440
New York, NY, 10110
New York, NY, 10110