Form D · Other Banking and Financial Services
AQ Sage Parent, L.P.
New York, NY · CIK 0001841068
Offering snapshot reported Oct 16, 2024 · SEC filing
- Reported sold
- $50M Indefinite offering
- Investors reported
- 40 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 30, 2020 As reported in this filing
Fundraising history
Reported soldDates 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$34,120,000 → $49,950,100
- Reported investors31 → 40
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 16, 2024 | Amendment | $49,950,100 | $15,830,100vs Sep 18, 2023 | 40 | SEC filing |
| Sep 18, 2023 | Amendment | $34,120,000 | $10,170,000vs Mar 10, 2022 | 31 | SEC filing |
| Mar 10, 2022 | Amendment | $23,950,000 | $5,800,000vs Feb 2, 2021 | 29 | SEC filing |
| Feb 2, 2021 | Initial | $18,150,000 | No comparison | 23 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-388090
Total Amount Sold above includes securities the value of which is determined by the per-unit amount that would need to be distributed to other equity holders before such securities would be eligible (See item 15 clarification below).
Profits Interests.
to receive any distributions and are intended to qualify as profits interests for U.S. tax purposes and entitle recipients to a pro rata portion of the appreciation in the Issuer's value (continued in item 16 clarification below)
Source: Form D, filed Oct 16, 2024. 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.
| Name | Reported role |
|---|---|
| Benedict Baerst | Director |
| Jorge Bernal | Executive |
| Tara Egan | Executive |
| Steven Gaven | Executive |
| Cary Grace | Director |
| Barnaby Grist | Executive |
| Mark Hendrickson | Executive |
| Jeremy Holly | Executive |
| Randall C. Long | Executive |
| John Longley | Executive |
| David Musto | Executive |
| Anthony Notermann | Executive |
| Natasha I. Pfeiffer | Executive |
| Richard Rosenbaum | Executive |
| Dan Savage | Executive |
| Jonathan T. Upham | Executive |
| Christina Walsh | Executive |
| Vamsi Yadlapti | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:New York, NY, 10022