Form D · Other Banking and Financial Services

Sarasota Wealth Partners LLC

Sarasota, FL · CIK 0001728079

Offering snapshot reported Jan 17, 2019 · SEC filing

Reported sold
$16M
Offering amount: $25M
Investors reported
4
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jan 2, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8M$16MJan 17, 2018: $10,000,000.00Jan 17, 2018Jan 17, 2019: $16,000,000.00Jan 17, 2019

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$10,000,000 → $16,000,000
  • Reported investors1 → 4
  • Minimum accepted$2,500,000 → $1,000,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 17, 2019Amendment$16,000,000$6,000,000vs Jan 17, 20184SEC filing
Jan 17, 2018Initial$10,000,000No comparison1SEC 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
021-303436

Source: Form D, filed Jan 17, 2019. 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
Eb Sarasota Llc Executive
John R. Hart Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
C/O Eb Sarasota Llc 240 South Pineapple Avenue, Suite 500
Sarasota, FL, 34236