What amount sold does Wilmington Asset Allocation Fund, LLC report in Form D filings?

The latest linked filings report $13.2M sold across 1 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Wilmington Asset Allocation Fund, LLC's most recent SEC filing?

Wilmington Asset Allocation Fund, LLC's most recent Form D filing was on 2013-02-01.

How many investors does Wilmington Asset Allocation Fund, LLC have?

The most recent Form D filing lists 5 investor(s).

Wilmington Asset Allocation Fund, LLC

CIK: 0001452036·Pooled Investment Fund·ATLANTA, GA·Limited Liability Company

Reported Sold

$13,231,911

Total Filings

Identified Offerings

Last Filed

Feb 1, 2013

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Feb 1, 2013Form D/A — Amendment

Reported sold: $13,231,911 · Target: Indefinite

Rule 506·5 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Feb 2, 2012Form D/A — Amendment

Reported sold: $53,983,000 · Target: Indefinite

Rule 506·6 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Feb 2, 2011Form D/A — Amendment

Reported sold: $52,369,172 · Target: Indefinite

Rule 506·76 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Dec 21, 2009Form D/A — Amendment

Reported sold: $50,819,172 · Target: Indefinite

Rule 506·76 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Reported revenue range

Feb 9, 2009Form D — New notice

Reported sold: $19,801,673 · Target: Indefinite

Rule 506·74 investors·Section 3(c), Section 3(c)(1)

Fundraising Profile

Exemptions

Rule 506

Investors in latest filing

Revenue Range

Not Applicable

Reported commissions across identified offerings

Amendment Rate

80%

Latest reported sold across 1 identified offering

$13,231,911

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

John J. Kelley

Related Person

Appears on 2 filings

R. Samuel Fraundorf

Related Person

Appears on 2 filings

Rex P. Macey

Related Person

Appears on 2 filings

Marilyn Talman

Related Person

Appears on 2 filings

Christopher R Madel

Related Person

Appears on 2 filings

Anna M. Bencrowsky

Related Person

Appears on 2 filings

Timothy L Brenner

Related Person

Appears on 1 filing

Douglas A Sheline

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Feb 1, 2013	Amendment	Indefinite	$13,231,911	5
Feb 2, 2012	Amendment	Indefinite	$53,983,000	6
Feb 2, 2011	Amendment	Indefinite	$52,369,172	76
Dec 21, 2009	Amendment	Indefinite	$50,819,172	76
Feb 9, 2009	New	Indefinite	$19,801,673	74

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Angel Oak Financials Value Fund, LP

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 29, 2026