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Wja Housing Bond Fund, LLC

Other Private FundFund ID 805-6424059868Delaware, United States
Gross assets
$49.8M
Min. investment
$100K
Beneficial owners
55
Size rank
Top 54%
Audited
Yes
Structure
Standalone

About this fund

Wja Housing Bond Fund, LLC is a other private fund managed by Williams Jones Wealth Management, LLC. The fund reports $49.8 million in gross assets, placing it among the top 54% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-6424059868
Fund typeOther Private Fund — HOUSING BOND FUND
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Ownership

Owned by the adviser or related persons2%
Owned by funds of funds0%
Owned by non-U.S. persons0%

Other funds from this manager

FundTypeGross assets
Wja Alternative Investment Strategies I, LLC, Series I-10Hedge$56.7M
Wja Alternative Investment Strategies I, LLC, Series I-7Hedge$25.5M
Williams Jones & Associates Hedge Fund 7 Traunche 5Hedge$24.9M
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Frequently asked questions

How large is Wja Housing Bond Fund, LLC?

Wja Housing Bond Fund, LLC reports $49.8 million in gross assets, among the top 54% of private funds by size.

What is the minimum investment for Wja Housing Bond Fund, LLC?

The stated minimum investment is $100,000.

Who manages Wja Housing Bond Fund, LLC?

Wja Housing Bond Fund, LLC is managed by Williams Jones Wealth Management, LLC.

Does Wja Housing Bond Fund, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported