Raised
$6M
Investors
54
Min Invest
None stated
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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
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering Willow Wealth and its filings.
All AltStreet newsCapital Raise Timeline
2 Form D filings from Feb 19, 2019 to Feb 19, 2019, the latest a D.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Fund family Part of the YS BWA LF family: 3 vehicles across 3 generations · adviser of record Willow Wealth · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- The dated record: 19 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
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
Questions About YS BWA LF I LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is YS BWA LF I LLC?
YS BWA LF I LLC is a Delaware limited liability company that filed a Form D with the SEC on February 19, 2019 as a other investment fund. The filing claims Rule 506(c), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests. AltStreet links the issuer to Willow Wealth.
Is YS BWA LF I LLC legit?
AltStreet does not rate legitimacy; it reports the public record. YS BWA LF I LLC filed a Form D with the SEC on February 19, 2019 claiming Rule 506(c), Section 3(c), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $6,365,000 sold to 54 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to Willow Wealth, which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is YS BWA LF I LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that YS BWA LF I LLC claimed Rule 506(c), Section 3(c), Section 3(c)(1) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has YS BWA LF I LLC raised?
YS BWA LF I LLC reported $6,365,000 sold from 54 investors of a $6,365,000 total offering as of the Form D filed February 19, 2019.
Who can invest in YS BWA LF I LLC?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in YS BWA LF I LLC?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling YS BWA LF I LLC and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind YS BWA LF I LLC?
The Form D lists 3 related persons: Mackenzie YieldStreet Management LLC, executive officer (YieldStreet Management LLC is the Manager of the Issuer); Michael Weisz, executive officer (President of YieldStreet Management LLC, the Manager of the Issuer); Milind Mehere, executive officer (Chief Executive Officer of YieldStreet Management LLC, the Manager of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is YS BWA LF I LLC located?
The issuer's address on its SEC filings is 597 5th Ave 6th Floor, New York, NY 10017. Its phone number of record is 6462908909. It is organized under the laws of Delaware.
How long is the YS BWA LF I LLC offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
How large is YS BWA LF I LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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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. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.