Form D · Business Services

Helton Management Group, LLC

Knoxville, TN · CIK 0001679680

Offering snapshot reported Jun 30, 2017 · SEC filing

Reported sold
$6.76M
Indefinite offering
Investors reported
19
Form D · investor count
Minimum accepted
$50
Reported outside-investor minimum
First sale
Jul 8, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.38M$6.76MJul 20, 2016: $2,500,000.00Jul 20, 2016Jun 30, 2017: $6,758,750.00Jun 30, 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.

  • Reported sold$2,500,000 → $6,758,750
  • Reported investors7 → 19

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 30, 2017Amendment$6,758,750$4,258,750vs Jul 20, 201619SEC filing
Jul 20, 2016Initial$2,500,000No comparison7SEC 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
021-267351

Source: Form D, filed Jun 30, 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
Buddy O. Helton Executive

Issuer details

Industry: Business Services (See others in industry)

Address:
4707 Papermill Road Suite 100
Knoxville, TN, 37909