Box score
United Capital Financial Partners, LLC
Reported $9.8M sold in a new Form D filed April 30, 2024 (Irving, Texas).
- Biggest raise
- $9.8M filed Apr 30, 2024
- League
- Finance Investing
- Based in
- Irving, Texas
- Season rank
- #177 of 895 in the Finance League; #2031 of 12,443 overall (2024)
- Incorporated
- 2023
- Entity
- Limited Liability Company
Form D filings since 2024 5
| Filed | Form | Sold | Offering | Filing |
|---|---|---|---|---|
| 2025-11-21 | New notice not ranked | $151M | $151M | SEC |
| 2025-09-08 | New notice not ranked | $10M | $10M | SEC |
| 2025-04-09 | Amendment | $9.8M | indefinite | SEC |
| 2025-03-14 | New notice | $28K | $28K | SEC |
| 2024-04-30 | New notice | $9.8M | indefinite | SEC |
Amounts are cumulative for each offering as of the filing date, so an amendment can repeat or update an earlier figure; filings are not added together. CIK 1372312.
Similar raises, 2024
| # | Company | League | Raised |
|---|---|---|---|
| 1 | La Plata Bancshares, Inc. | Finance | $10.9M |
| 2 | Granger Banshares, Inc. rookie | Finance | $10.4M |
| 3 | HIG Holdings, LLC | Finance | $9.3M |
| 4 | Resolute Topco, Inc. rookie | Finance | $8.8M |
| 5 | Red River Bancorp, Inc. | Finance | $8.8M |
| 6 | ICP Group Maridea, LLC rookie | Finance | $7.9M |