JWCM Heights West, DST
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$15M
Investors
42
Min Invest
$25,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
JWCM Heights West, DST is a Delaware entity that first filed a Form D on September 6, 2022 and most recently amended it on March 24, 2023 in the Other Real Estate industry group. The offering claims Rule 506(b) and covers equity. JWCM Heights West, DST reported $14,882,588 sold from 42 investors of a $14,882,588 total offering as of the Form D filed March 24, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names DAI Securities, LLC (CRD 36673), associated with None; Edward Fernandez (CRD 2956661), associated with Capulent LLC; Jacob Adams (CRD 4975889), associated with Realized Financial, Inc.; Steve Haskell (CRD 6864948), associated with FNEX Capital, LLC and 5 others as recipients of sales compensation soliciting in AR, AZ, CA, CO, FL, GA, IL, MA, MD, NM, OK, TX. The issuer's address of record is 445 Park Avenue, Suite 2101, New York, NY 10022.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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In the Terminal
Filing events
0
none on file
Critical / warning
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0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Investor
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
JWCM Exchange I, LLC
Executive Officer · New York, NY
Sponsor of the Issuer
JWCM Heights West Manager, LLC
Executive Officer · New York, NY
Manager and Signatory Trustee of the Issuer
JWCM Heights West Depositor, LLC
Executive Officer · New York, NY
Depositor of the Issuer
Jason Warsavsky
Executive Officer · New York, NY
President of the Sponsor of the Issuer
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
DAI Securities, LLCCRD 36673 on BrokerCheck
Associated broker-dealer: None · Atlanta, GA · Soliciting in AR, AZ, CA, CO, FL, GA, IL, MA, MD, NM, OK, TX
Edward FernandezCRD 2956661 on BrokerCheck
Associated broker-dealer: Capulent LLC (CRD 155155) · Irvine, CA · Soliciting in NM, NY, TX
Jacob AdamsCRD 4975889 on BrokerCheck
Associated broker-dealer: Realized Financial, Inc. (CRD 22333) · Austin, TX · Soliciting in FL, NY, TX
Steve HaskellCRD 6864948 on BrokerCheck
Associated broker-dealer: FNEX Capital, LLC (CRD 166316) · Torrance, CA · Soliciting in HI
Clay SchmidtCRD 6920482 on BrokerCheck
Associated broker-dealer: Realized Financial, Inc. (CRD 22333) · Austin, TX · Soliciting in CA, IN
Matt McFarlandCRD 6675310 on BrokerCheck
Associated broker-dealer: FNEX Capital, LLC (CRD 166316) · Indianapolis, IN · Soliciting in TX
Amr TenneyCRD 5506866 on BrokerCheck
Associated broker-dealer: Realized Financial, Inc. (CRD 22333) · Austin, TX · Soliciting in TX
Tommy OlsenCRD 7338381 on BrokerCheck
Associated broker-dealer: FNEX Capital, LLC (CRD 166316) · Indianapolis, IN · Soliciting in AZ
McKenna DuncanCRD 7310472 on BrokerCheck
Associated broker-dealer: Realized Financial, Inc. (CRD 22333) · Austin, TX · Soliciting in TX
Questions About JWCM Heights West, DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is JWCM Heights West, DST?
JWCM Heights West, DST is a Delaware entity that filed a Form D with the SEC on March 24, 2023 in the Other Real Estate industry group. The filing claims Rule 506(b) for an offering of equity.
Is JWCM Heights West, DST legit?
AltStreet does not rate legitimacy; it reports the public record. JWCM Heights West, DST filed a Form D with the SEC on March 24, 2023 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $14,882,588 sold to 42 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. 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 JWCM Heights West, DST 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 JWCM Heights West, DST claimed Rule 506(b) 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 JWCM Heights West, DST raised?
JWCM Heights West, DST reported $14,882,588 sold from 42 investors of a $14,882,588 total offering as of the Form D filed March 24, 2023.
Who can invest in JWCM Heights West, DST?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.
What is the minimum investment in JWCM Heights West, DST?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of March 24, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling JWCM Heights West, DST and how are they paid?
The Form D names DAI Securities, LLC (CRD 36673), associated with None; Edward Fernandez (CRD 2956661), associated with Capulent LLC; Jacob Adams (CRD 4975889), associated with Realized Financial, Inc.; Steve Haskell (CRD 6864948), associated with FNEX Capital, LLC and 5 others as recipients of sales compensation soliciting in AR, AZ, CA, CO, FL, GA, IL, MA, MD, NM, OK, TX.
Who is behind JWCM Heights West, DST?
The Form D lists 4 related persons: JWCM Exchange I, LLC, executive officer (Sponsor of the Issuer); JWCM Heights West Manager, LLC, executive officer (Manager and Signatory Trustee of the Issuer); JWCM Heights West Depositor, LLC, executive officer (Depositor of the Issuer); Jason Warsavsky, executive officer (President of the Sponsor of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is JWCM Heights West, DST located?
The issuer's address on its SEC filings is 445 Park Avenue, Suite 2101, New York, NY 10022. Its phone number of record is (212) 751-3344. It is organized under the laws of Delaware.
How long is the JWCM Heights West, DST 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; 7 amendments are on record for this CIK.
What is JWCM Heights West, DST's revenue?
The issuer declined to disclose its revenue 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.