Form D · Other Banking and Financial Services
Cerity Partners Equity Holding LLC
New York, NY · CIK 0001841421
Offering snapshot reported Jan 21, 2021 · SEC filing
- Reported sold
- $28M Offering amount: $28M
- Investors reported
- 28 Form D · investor count
- Minimum accepted
- $3K Reported outside-investor minimum
- First sale
- Dec 31, 2020 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 21, 2021 | Initial | $28,000,000 | No comparison | 28 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-386936
Source: Form D, filed Jan 21, 2021. 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 |
|---|---|
| Stewart Gross | Executive |
| Kevin Hilden | Executive |
| Masha Hodi | Executive |
| Kurt Miscinski | Executive |
| Claire O'keefe | Executive |
| Max Rakhlin | Executive |
| Robert Seco | Executive |
| Martin Sullivan | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
C/O Cerity Partners, Llc 335 Madison Avenue
New York, NY, 10017
New York, NY, 10017