Form D · Other Investment Fund

Alera Income Fund, LLC

Lake Oswego, OR · CIK 0001542921

Offering snapshot reported Mar 23, 2012 · SEC filing

Reported sold
$49.5K
Offering amount: $25M
Investors reported
1
Form D · investor count
Minimum accepted
$40K
Reported outside-investor minimum
First sale
Mar 19, 2012
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 23, 2012Initial$49,500No comparison1SEC 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
021-175505

Source: Form D, filed Mar 23, 2012. 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

ALERA INCOME FUND LLC

Investment adviser: CWC ADVISORS, LLC

Gross asset value
$852K
Beneficial owners
2
ADV minimum commitment
$50K

Reported in Form ADV on Mar 23, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE ALERA GROUP LLC LAKE OSWEGO, Oregon, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 1081739 · Mar 23, 2017 · Schedule D 7.B.(1), fund 805-6271442261

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
Thane Cleland Executive
Craig Sayers Executive
Robert Scott Seidenwurm Executive
Benjamin Wiltgen Executive
Gary Woolworth Executive
Mark Youngblood Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5800 Sw Meadows Road Suite 230
Lake Oswego, OR, 97035