Form D · Other Banking and Financial Services
ORG Partners Holdings, LLC
Dallas, TX · CIK 0002064942
Offering snapshot reported Apr 21, 2025 · SEC filing
- Reported sold
- $6.7M Offering amount: $10M
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $75K Reported outside-investor minimum
- First sale
- Mar 1, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 21, 2025 | Initial | $6,700,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $99K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-544154
The amount represents a 3.0% sales commission payable to Sanders Morris LLC for the anticipated $3.3 million to be raised from the broker's investor group.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Sanders Morris LLC | 20580 |
Source: Form D, filed Apr 21, 2025. 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 |
|---|---|
| Charles Taylor Calise | Director |
| John Mark Earley | Director |
| Michael Peter Mansur | Director, Executive |
| Merlin Clinton Wayne Sorenson | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
5001 Spring Valley Rd 810 W
Dallas, TX, 75244
Dallas, TX, 75244