WJA ASSET MANAGEMENT TRUST — Form D
WJA ASSET MANAGEMENT TRUST of LAGUNA HILLS, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2015-04-21. The offering totals $10.0M, of which $8.8M was reported sold. Industry: Commercial.
Offering
- Filed: 2015-04-21
- Form: D
- Accession: 0001640028-15-000001
- Industry: Commercial
- Exemptions: 06c
- Total offering: $10.0M
- Amount sold: $8.8M
- Remaining: $1.2M
- Minimum investment: $10.5M
- Date of first sale: 2011-05-09
- Security types: fund interests
- Revenue range: $1 - $1,000,000
- SEC file number: 021-238322
Issuer
- Name: WJA ASSET MANAGEMENT TRUST
- CIK: 0001640028
- Entity type: Business Trust
- Jurisdiction: DELAWARE
- Incorporated: 2013
- Address: 23046 AVENIDA DE LA CARLOTA, LAGUNA HILLS, CA, 92653
- Phone: 9499168000
Officers, directors & promoters (1)
| Name | Role | Location |
|---|
| WILLIAM JORDAN | Executive Officer | LAGUNA HILLS, CA |
Other filings by this issuer (2)
More