Form D · Residential

346 Portfolio Holdings, LLC

Cincinnati, OK · CIK 0001774278

Offering snapshot reported Jul 29, 2019 · SEC filing

Reported sold
$9.35M
Offering amount: $9.35M
Investors reported
74
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 8, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.68M$9.35MApr 23, 2019: $4,225,000.00Apr 23, 2019Jul 29, 2019: $9,350,000.00Jul 29, 2019

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$4,225,000 → $9,350,000
  • Reported investors34 → 74

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 29, 2019Amendment$9,350,000$5,125,000vs Apr 23, 201974SEC filing
Apr 23, 2019Initial$4,225,000No comparison34SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-337860
Managing member of the issuer is entitled to an acquisition fee payable upon completion of a contemplated transaction, if it occurs. The amount of the acquisition fee is a percentage of the purchase price of the assets to be purchased, which may change.

Source: Form D, filed Jul 29, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Matthew Amos Promoter
Peter Badger Promoter
Nate Barger Promoter
Alessandro Baronti Promoter
Jesse Brewer Promoter
Joseph Chui Promoter
Michael Ealy Executive, Promoter
Matthew Henderson Executive, Promoter
Robert Hendricks Executive, Promoter
Jason Miller Promoter
Aaron Pitman Promoter
Steven Rice Executive, Promoter
Karen Williams Promoter

Issuer details

Industry: Residential (See others in industry)

Address:
8211 Cornell Rd. Ste. 410
Cincinnati, OK, 45249