0001756282-18-000001.txt : 20181018 0001756282-18-000001.hdr.sgml : 20181018 20181018102325 ACCESSION NUMBER: 0001756282-18-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20181018 DATE AS OF CHANGE: 20181018 EFFECTIVENESS DATE: 20181018 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Finial Westmoreland LLC CENTRAL INDEX KEY: 0001756282 IRS NUMBER: 831848822 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-323834 FILM NUMBER: 181127753 BUSINESS ADDRESS: STREET 1: 8381 WESTVIEW DRIVE CITY: HOUSTON STATE: TX ZIP: 77055 BUSINESS PHONE: 713-422-2090 MAIL ADDRESS: STREET 1: 8381 WESTVIEW DRIVE CITY: HOUSTON STATE: TX ZIP: 77055 D 1 primary_doc.xml X0708 D LIVE 0001756282 Finial Westmoreland LLC 8381 Westview Drive Suite 200 Houston TX TEXAS 77055 713-422-2090 TEXAS None None Limited Liability Company true 2018 Keith Bilski 8381 Westview Drive Suite 200 Houston TX TEXAS 77055 Director Promoter Manager of Finial Group, LLC, the Manager of Issuer; and co-founder if Issuer. Also manager of Finial Investments White Oak/Westmoreland, a Class B Member and Class C Member of Issuer Stephen Ghutzman 16945 Northchase Suite 1620 Houston TX TEXAS 77060 Promoter Ghutzman is a Class B Member of Issuer and Manager of W.O. Westmoreland Management, LLC, a Class C Member of Issuer, and co-founder of Issuer Matthew Ueckert 16945 Northchase Suite 1620 Houston TX TEXAS 77060 Promoter Ueckert is a Class B Member of Issuer and a Manager of W.O. Westmoreland Management LLC, a Class C Member of Issuer, and co-founder of Issuer N/A W.O. Westmoreland Management LLC 16945 Northchase Suite 1620 Houston TX TEXAS 77060 Executive Officer Class C Member of Issuer N/A Finial Group LLC 8381 Westview Suite 200 Houston TX TEXAS 77055 Executive Officer Manager of Issuer N/A Finial Investments Series White Oak/Westmoreland 8381 Westview Suite 200 Houston TX TEXAS 77055 Executive Officer Class B Member of Issuer and Class C Member of Issuer Commercial $1 - $1,000,000 06b 3C 3C.1 false 2018-10-04 false true true false 50000 3636000 3636000 0 false 25 0 0 no sales commissions or finders fees paid 217634 true Annual asset management fee of 0.65% of capital contributions of members payable to W.O. Westmoreland Management LLC and Finial Group LLC. Acquisition Fee of 2.0% of property purchase price payable to Class B Members. false Finial Westmoreland LLC Keith Bilski Keith Bilski Manager of Manager of Issuer 2018-10-18