Form D · Investing

Merion Shelton, L.P.

Wynnewood, PA · CIK 0001800069

Offering snapshot reported Jan 15, 2020 · SEC filing

Reported sold
$15M
Offering amount: $15M
Investors reported
24
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 9, 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

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 15, 2020Initial$15,000,000No comparison24SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-358090
The Placement Agent, MainLine Securities, LLC, will receive a negotiated amount that will reduce the Acquisition and Guarantee Fee on a dollar for dollar basis.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
MainLine Securities, LLC173648

Source: Form D, filed Jan 15, 2020. 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
Merion Shelton Gp, Llc . Director
Merion Realty Investment Partners, Llc . Executive
Richard T. Aljian Executive
David Clapper Executive
Richard A. Kwait Executive
William Landman Executive
Joseph Martell Executive
Richard Mitchell Executive
Jeffrey Shumaker Executive

Issuer details

Industry: Investing (See others in industry)

Address:
308 E. Lancaster Avenue Suite 300
Wynnewood, PA, 19096