Form D · Other

WMS Courtland Fund, LLC

Baltimore, MD · CIK 0001456659

Offering snapshot reported Feb 23, 2009 · SEC filing

Reported sold
Yet to sell
Offering amount: $100M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
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
Feb 23, 2009InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-127117

Source: Form D, filed Feb 23, 2009. 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

WMS COURTLAND FUND, LLC

Investment adviser: WMS PARTNERS, LLC

Gross asset value
$17.8M
Beneficial owners
5
ADV minimum commitment
$500K

Reported in Form ADV on Dec 3, 2012. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor SC&H GROUP, LLC SPARKS, Maryland, United States
Custodian BB&T CORPORATION WINSTON-SALEM, North Carolina, United States Related to adviser: No
Custodian COMMUNITY SOUTH BANK KNOXVILLE, Tennessee, United States Related to adviser: No
Custodian MANUFACTURERS AND TRADERS TRUST COMPANY BUFFALO, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 679628 · Dec 3, 2012 · Schedule D 7.B.(1), fund 805-3930381441

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
Timothy W. Chase Promoter
David M. Citron Promoter
Martin J. Eby Promoter
1 1 Wms Partners, Llc Promoter

Issuer details

Industry: Other (See others in industry)

Address:
305 Washington Avenue Suite 200
Baltimore, MD, 21204