AltMountain

BWIG Mount Vernon LLC

Cleveland, OH · CIK 2043709
Status: no Form D since Nov 2024. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

BWIG Mount Vernon LLC is a private investment fund based in Cleveland, Ohio. According to its most recent Form D, filed Nov 8, 2024, it has sold $4,201,000 of interests to 34 investors since its first sale in Oct 2024. The minimum investment it accepts from an outside investor is $1. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jeffrey Hurvitz; Chris Hunt; Ryan McCrory.

Total raised
$4,201,000Cumulative sales reported on Form D
Investors
34
First sale
Oct 25, 2024
Minimum investment
$1
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Net asset value range
$1 - $5,000,000Self-reported
Key people and entities
Jeffrey Hurvitz; Chris Hunt; Ryan McCrory
Latest Form D
Nov 8, 2024

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about BWIG Mount Vernon LLC

What is the minimum investment for BWIG Mount Vernon LLC?

According to its latest Form D, filed Nov 8, 2024, the minimum investment BWIG Mount Vernon LLC accepts from an outside investor is $1.

Who can invest in BWIG Mount Vernon LLC?

BWIG Mount Vernon LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has BWIG Mount Vernon LLC raised?

BWIG Mount Vernon LLC reports $4,201,000 sold from 34 investors on its Form D filed Nov 8, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is BWIG Mount Vernon LLC based?

BWIG Mount Vernon LLC is based in Cleveland, Ohio.

When did BWIG Mount Vernon LLC launch?

BWIG Mount Vernon LLC reports its first sale in Oct 2024.

Size compared with every private investment fund

Raised more than 35% of the 114 private investment funds based in Ohio, and more than 29% of all 10,287 that report sales.

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