Waverly Opportunity Fund I, LP — Form D

Waverly Opportunity Fund I, LP of BIRMINGHAM, AL, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2016-02-09. $3.1M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2016-02-09
Form: D
Accession: 0001666340-16-000001
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.1
Amount sold: $3.1M
Minimum investment: $250K
Investors: 12
Date of first sale: 2016-01-25
Security types: fund interests
SEC file number: 021-257063

Issuer

Name: Waverly Opportunity Fund I, LP
CIK: 0001666340
Entity type: Limited Partnership
Jurisdiction: DELAWARE
Incorporated: 2015
Address: 600 UNIVERSITY PARK PL, BIRMINGHAM, AL, 35205
Phone: 205-871-3334

Officers, directors & promoters (3)

Name	Role	Location
Scott E Craig	Executive Officer	Atlanta, GA
n/a BT Wealth Management, LLC	Executive Officer	Atlanta, GA
n/a BT Funds Group, LLC	Executive Officer	Atlanta, GA

Other filings by this issuer (7)

Filed	Form	Offering	Sold
2024-10-17	D/A	—	$63.6M
2024-03-25	D/A	—	$63.6M
2022-03-18	D/A	—	$98.5M
2021-03-18	D/A	—	$94.5M
2020-03-18	D/A	—	$103.0M
2019-01-17	D/A	—	$87.1M
2017-11-08	D/A	—	$55.2M

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