Form D · Other Banking and Financial Services
MINISTRY PARTNERS INVESTMENT COMPANY, LLC
Brea, CA · CIK 0000944130
Offering snapshot reported Aug 5, 2024 · SEC filing
- Reported sold
- $16.2M Offering amount: $40M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Nov 17, 2022 As reported in this filing
Fundraising history
Reported soldDates 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$29,329,941 → $16,164,624
- Reported investors28 → 19
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 5, 2024 | Amendment | $16,164,624 | -$13,165,317vs Feb 21, 2023 | 19 | SEC filing |
| Feb 21, 2023 | Amendment | $29,329,941 | $450,000vs Nov 30, 2022 | 28 | SEC filing |
| Nov 30, 2022 | Amendment | $28,879,941 | No comparison | 23 | SEC filing |
| Oct 24, 2022 | Amendment | Yet to sell | No comparison | 22 | SEC filing |
| Aug 28, 2018 | Amendment | $7,395,378 | -$4,545,690vs Oct 11, 2017 | 15 | SEC filing |
| May 8, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Oct 11, 2017 | Amendment | $11,941,068 | $3,403,658vs May 2, 2016 | 20 | SEC filing |
| Jan 20, 2017 | Amendment | $3,211,672 | $938,591vs Feb 17, 2016 | 11 | SEC filing |
| May 2, 2016 | Amendment | $8,537,410 | $6,264,329vs Feb 17, 2016 | 17 | SEC filing |
| Feb 17, 2016 | Amendment | $2,273,081 | $1,556,081vs Jan 27, 2015 | 7 | SEC filing |
| Mar 31, 2015 | Amendment | $6,046,309 | $5,990,197vs Apr 5, 2013 | 18 | SEC filing |
| Jan 27, 2015 | Initial | $717,000 | No comparison | 2 | SEC filing |
| Jan 22, 2015 | Amendment | $298,000 | $241,888vs Apr 5, 2013 | 4 | SEC filing |
| Apr 5, 2013 | Amendment | $56,112 | $26,112vs Jun 15, 2012 | 2 | SEC filing |
| Mar 15, 2013 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jun 15, 2012 | Initial | $30,000 | No comparison | 1 | SEC filing |
| Nov 30, 2006 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-193331
Issuer pays an Assets Under Management (AUM) compensation structure. No AUM fee will be assessed on any previous note once the compensation reaches 2.5%.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MINISTRY PARTNERS SECURITIES, LLC | 154349 | MINISTRY PARTNERS SECURITIES, LLC · CRD 154349 |
Source: Form D, filed Aug 5, 2024. 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 |
|---|---|
| Billy M. Dodson | Executive |
| James H. Overholt | Executive |
| Robert Schepman | Executive |
| Darren Thompson | Executive |
| Joseph W. Turner | Executive |
| Harold D Woodall | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:Brea, CA, 92821