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EDGAR Verified
Primary Source · SEC.gov

YS BWA LF I LLC

CIK 0001766838Single-Deal SPV2019 vintage506(c), 3(c)(1)
Willow WealthFull Review

Raised

$6M

Investors

54

Min Invest

$0

AltStreet Analysis

·

Generated from EDGAR primary sources

YS BWA LF I LLC is a Delaware pooled investment fund that raised $6.4M from 54 investors under Rule 506(c) and Section 3(c)(1) exemptions, managed by Mackenzie YieldStreet Management LLC with executives Michael Weisz and Milind Mehere. This amended filing shows no stated minimum investment. The entity appears to be part of the YieldStreet platform ecosystem, now operating under Willow Wealth, which has 74 related EDGAR entities focused on private credit.

This private credit vehicle falls into the sub-$10M deal size segment with an average investor commitment of approximately $119K. The 506(c) exemption with no stated minimum and 54 investors suggests a digitally-distributed offering aimed at accredited investors through a platform model, consistent with YieldStreet's historical marketplace lending and alternative credit strategy.

Data Flags

minimumInvestment$0 stated minimum on a $6.4M raise with 506(c) general solicitation suggests broad retail accredited investor distribution
salesCommissionsNo sales commissions stated on a 506(c) offering with 54 investors, unusual for broadly solicited private credit deals
investorCount54 investors with average check size of ~$119K indicates high retail penetration for a private credit fund

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001766838
Entity NameYS BWA LF I LLC
Exemption506(c), 3(c)(1)
First Sale Date—
Filing DateFebruary 19, 2019
Accession Number0001766838-19-000002
Total Amount Sold$6M
Total Investors54
Minimum Investment$0 (no stated minimum)
Securities TypePooled Investment Fund
State of IncorporationNot specified
Amendment Count1 amendments filed

Capital Raise Timeline

Chronological filing history from primary SEC Form D documents. Delta figures show change from previous filing.

Feb 2019D/A
$6M54 investors
Feb 2019DLatest
$6M54 investors

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Mackenzie YieldStreet Management LLC

Executive Officer · New York, NY

Michael Weisz

Executive Officer · New York, NY

Milind Mehere

Executive Officer · New York, NY

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. AltStreet analysis (summaries, flags, category context) is generated by Claude from this primary source data and reviewed for accuracy. Platform-provided information (if present) is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. EDGAR data is verified read-only — platforms may request factual corrections for demonstrable inaccuracies by contacting research@altstreet.investments. This page does not constitute investment advice.