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TRADITIONAL VALUES. INNOVATIVE SOLUTIONS.
The WS Defined Return Fund
was developed for Individuals
& Institutions seeking to
capture more predictable
returns in their cash portfolios...
The WS Defined Return Fund, LLC (WSDRF)
is a Regulation D 506(c) offering formed to provide a defined annual return, over a defined period of time. The WSDRF is well suited for Individual and Institutional Subscribers seeking to capture a consistent return within their cash portfolios. The Fund is co-managed by WealthSpring Advisors and WealthSpring Capital.
Eligibility
Requirements
The WSDRF is suitable for those meeting the criteria of an “Accredited Investor” as defined by Rule 501 of Regulation D pursuant to the Securities Act of 1933, and those meeting the criteria of “Qualified Eligible Person” as defined by Regulation 4.7(a) pursuant to the Commodity Exchange Act, as amended (the “CEA”).
Watch this short video to learn about
The WS Defined Return Fund:
Highlights of the WS Defined Return Fund
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A defined annual return: Quarterly*
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A defined time horizon: 36 months
-
Minimum capital contribution: $25,000
More detailed information regarding the
WS Defined Return Fund, LLC can be found within the Fund’s Private Placement
Memorandum (PPM), provided to interested,
pre-qualified individuals or institutional
investors.
*Interest payments commence after first year and
are paid quarterly thereafter
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