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SEC Form D · Amendment · filed January 31, 2024

W FINANCIAL FUND, LP

Offering
—
Sold
$368.5M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
GREAT NECK, NY
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (11)

Gregg Winter · Great Neck, NYExecDavid Heiden · Great Neck, NYExecMarc Bailin · Great Neck, NYExecW Financial Gp, Llc · NEW YORK, NYExecMary W. Trevino · Houston, TXExecAustin W. Drake · Houston, TXExecJosh W. Gravenor · Houston, TXExecBraden Pan · Hanover, NHExecTracy C. Guarino · Franklin, TNExecKenneth C. Banks · Franklin, TNExecW Financial Gp, Llc · NEW YORK, NYExec

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗