Form D · Other Banking and Financial Services

Ampersand Partners LLC

St. Louis, MO · CIK 0001975894

Offering snapshot reported Aug 7, 2023 · SEC filing

Reported sold
$34.5M
Offering amount: $45M
Investors reported
64
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 16, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$17.2M$34.5MJun 29, 2023: $18,834,000.00Jun 29, 2023Aug 7, 2023: $34,480,438.00Aug 7, 2023

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$18,834,000 → $34,480,438
  • Reported investors30 → 64

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 7, 2023Amendment$34,480,438$15,646,438vs Jun 29, 202364SEC filing
Jun 29, 2023Initial$18,834,000No comparison30SEC filing
May 4, 2023Initial$4,400,000No comparison5SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$15K
Form D file number
021-485547
Form D is hereby amended to show a revised Total Amount Sold after a second financing round.
Finders Fee paid to Berkshire Global Advisors as reported at Item 12.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Berkshire Global Advisors LP124180

Source: Form D, filed Aug 7, 2023. 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
John Alexander Director
David Kowach Director
Kellie Lyons Director
Kristi Mitchem Director
Scott Nelson Director
James Reynolds Director

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
777 Cella Road
St. Louis, MO, 63124