Form D · Investing

Cantor Fitzgerald Wealth Partners Holdings, LLC

New York, NY · CIK 0001627822

Offering snapshot reported Jan 9, 2017 · SEC filing

Reported sold
$0
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 8, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$0.5$1Dec 19, 2014: $0.00Dec 19, 2014Jan 8, 2016: $0.00Jan 8, 2016Jan 9, 2017: $0.00Jan 9, 2017

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 9, 2017Amendment$0$0vs Jan 8, 20164SEC filing
Jan 8, 2016Amendment$0$0vs Dec 19, 20144SEC filing
Dec 19, 2014Initial$0No comparison4SEC 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
021-230542
The value, if any, of the Membership Units being offered cannot be determined at this time, consequently the dollar amount sold cannot be determined.
Class A and Class B Membership Units

Source: Form D, filed Jan 9, 2017. 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
Thomas Anzalone Executive
Douglas Barnard Executive
Steve Bisgay Executive
Steven Bisgay Executive
James M. Bond Executive
N/A Cantor Fitzgerald Securities Promoter
Banani Das Executive
Gary Distell Executive
James Ficarro Executive
John J. Jones Executive
Howard W. Lutnick Executive
Shawn Matthews Executive
Stephen Merkel Executive

Issuer details

Industry: Investing (See others in industry)

Address:
110 East 59th Street
New York, NY, 10022