Form D · Other

CARDINAL MEMORIAL ULTIMATE HOLDINGS, LLC

Bartlett, TN · CIK 0001741192

Offering snapshot reported Jun 11, 2018 · SEC filing

Reported sold
$15M
Offering amount: $15M
Investors reported
8
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 1, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 11, 2018Initial$15,000,000No comparison8SEC 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
021-314351

Source: Form D, filed Jun 11, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CARDINAL MEMORIAL ULTIMATE HOLDINGS, LLC

Investment adviser: GARNETT STATION PARTNERS, LLC

Gross asset value
$660K
Beneficial owners
24
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor RSM US LLP NEW YORK, New York, United States
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian UBS FINANCIAL SERVICES INC. BROOKFIELD, Wisconsin, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

UBS FINANCIAL SERVICES INC.
SEC 8-16267

Filing source

Form ADV 1720892 · Mar 31, 2023 · Schedule D 7.B.(1), fund 805-8812997775

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Spencer Clawson Director
Matthew Perelman Director, Executive
Brady Perrigo Director, Executive
Alex Sloane Director, Executive
Alexander Taubman Director

Issuer details

Industry: Other (See others in industry)

Address:
8010 Stage Hills Blvd
Bartlett, TN, 38133