Form D · Other Health Care

Fannin Partners, LLC

Houston, TX · CIK 0001612480

Offering snapshot reported Jul 16, 2019 · SEC filing

Reported sold
$5.25M
Indefinite offering
Investors reported
37
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 1, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 37

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 16, 2019Amendment$5,250,000No comparison37SEC filing
Dec 28, 2018InitialYet to sellNo comparison0SEC filing
May 9, 2018Initial$950,000No comparison10SEC filing
Jul 7, 2014Initial$3,000,000No comparison16SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$113K
Finders' fees
$0
Form D file number
021-329067

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
16 Points LLC277033

Source: Form D, filed Jul 16, 2019. 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

FANNIN PARTNERS, LLC

Investment adviser: FANNIN PARTNERS, LLC

Gross asset value
$17.8M
Beneficial owners
39
ADV minimum commitment
$25K

Reported in Form ADV on Jan 2, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1259069 · Jan 2, 2019 · Schedule D 7.B.(1), fund 805-6958454678

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
Leo Linbeck Director, Executive
John Osborne Director, Executive
Atul Varadhachary Director, Executive
Mark E. Worscheh Director, Executive

Issuer details

Industry: Other Health Care (See others in industry)

Address:
3900 Essex Lane, Suite 575
Houston, TX, 77027