Form D · Other

MANAGEMENT EQUITY HOLDINGS LLC

San Francisco, CA · CIK 0001521139

Offering snapshot reported Nov 21, 2023 · SEC filing

Reported sold
$2.19M
Offering amount: $2.19M
Investors reported
36
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 19, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$29.5M$59.1MDec 21, 2012: $500,000.00Dec 21, 2012Jan 9, 2015: $850,000.00Jan 9, 2015May 13, 2015: $1,050,000.00Jan 16, 2019: $6,820,000.00Jan 16, 2019Jun 16, 2020: $59,079,565.00Nov 21, 2023: $2,188,014.00Nov 21, 2023

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$500,000 → $2,188,014
  • Reported investors7 → 36

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 21, 2023Amendment$2,188,014$1,688,014vs Dec 21, 201236SEC filing
Jun 16, 2020Amendment$59,079,565$52,259,565vs Jan 16, 201937SEC filing
Jan 16, 2019Amendment$6,820,000$5,770,000vs May 13, 201518SEC filing
May 13, 2015Amendment$1,050,000$200,000vs Jan 9, 201510SEC filing
Jan 9, 2015Amendment$850,000$350,000vs Dec 21, 20129SEC filing
Dec 21, 2012Initial$500,000No comparison7SEC filing
May 23, 2011Initial$0No comparison9SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-188801

Source: Form D, filed Nov 21, 2023. 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
Lorin M. Cortina Executive
Gregory G. Flynn Executive

Issuer details

Industry: Other (See others in industry)

Address:
225 Bush Street Suite 1800
San Francisco, CA, 94104