Form D · Other Banking and Financial Services

BTG Trust

Charlotte, NC · CIK 0001815744

Offering snapshot reported Jun 23, 2020 · SEC filing

Reported sold
Yet to sell
Offering amount: $500M
Investors reported
0
Form D · investor count
Minimum accepted
$100M
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Minimum accepted$500,000,000 → $100,000,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 23, 2020AmendmentYet to sellNo comparison0SEC filing
Jun 22, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b, 4a5
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-369428
Rule 144A global cerrtificate #SC07918036, issued 7/31/2019 ("unlisted security") IMPORTANT NOTICE: This unlisted security is restricted to QIBs only

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
The Guiles Legacy TrustNone

Source: Form D, filed Jun 23, 2020. 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
Brandon T Guiles Promoter

Issuer details

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

Address:
9541 Kings Parade Boulevard Suite 119
Charlotte, NC, 28273