Form D · Commercial

Sealy Strategic Equity Partners, LP

Shreveport, LA · CIK 0001562720

Offering snapshot reported Nov 30, 2016 · SEC filing

Reported sold
$151M
Offering amount: $500M
Investors reported
501
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jun 3, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$75.7M$151MJul 14, 2015: $4,668,672.00Jul 14, 2015Dec 16, 2015: $39,604,462.00Dec 16, 2015Nov 30, 2016: $151,425,657.00Nov 30, 2016

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$39,604,462 → $151,425,657
  • Reported investors62 → 501

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 30, 2016Amendment$151,425,657$111,821,195vs Dec 16, 2015501SEC filing
Dec 16, 2015Amendment$39,604,462$34,935,790vs Jul 14, 201562SEC filing
Jul 14, 2015Initial$4,668,672No comparison8SEC filing
Feb 19, 2015Initial$14,628,523No comparison65SEC filing
Nov 29, 2012Initial$48,531,713No comparison65SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$27M (estimated)
Finders' fees
$0
Form D file number
021-243699
OF THE $151,425,657 TOTAL AMOUNT SOLD, SOME WERE NON-CASH CONTRIBUTIONS DIRECTLY WITH THE ISSUER IN EXCHANGE FOR EQUITY IN ISSUER AND SOME WERE CASH INVESTMENTS IN EXCHANGE FOR EQUITY IN ISSUER, SOME OF WHICH INVOLVED BROKERS-DEALERS.
Estimate assumes all securities sold in offering. Actual fees will be based on securities actually sold. Actual fees paid to date - $5,188,234.64.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
SUSAN GITT5580509EDI FINANCIAL, INC. · CRD 15699
JASON N. SLEZAK2423323LANDOLT SECURITIES, INC. · CRD 28352
DORY WILEY2034240COMMERCE STREET CAPITAL · CRD 143797
ROBERT MOSKWA5325293IBN FINANCIAL SERVICES, INC. · CRD 42360
JOHN WILLIAMSON2357023EDI FINANCIAL, INC. · CRD 15699
RANDALL HELLER1209975KCD FINANCIAL, INC. · CRD 127473
BRIAN HERKING4592871SANDLAPPER SECURITIES, LLC · CRD 137906
BRIAN PARKER4280596SANDLAPPER SECURITIES, LLC · CRD 137906
TIMOTHY SHERER833618SANDLAPPER SECURITIES, LLC · CRD 137906
TRAWNEGAN GALL6266415SANDLAPPER SECURITIES, LLC · CRD 137906
CHRISTOPHER DUKES4712873VFG SECURITIES, INC. · CRD 15121
MARK TREWITT1364490VFG SECURITIES, INC. · CRD 15121
JAMES LAMONT2846228WHITEHALL-PARKER SECURITIES, INC. · CRD 10608
PATRICK TERRY SHEA1654953WHITEHALL-PARKER SECURITIES, INC. · CRD 10608
JOEL WOODS1470780EDI FINANCIAL, INC. · CRD 15699
TERRY HARVEY2364966PTX SECURITIES, LLC · CRD 7735
RICHARD HAMMOND2753264EDI FINANCIAL, INC. · CRD 15699
ADAM COONS5265521ARETE WEALTH MANAGEMENT, LLC · CRD 44856
BRENTON COLLINS4915000ARETE WEALTH MANAGEMENT, LLC · CRD 44856
BRIAN SCHWARTZ4414183FINANCIAL WEST GROUP · CRD 16668
BRUCE SUMMERER1242176LANDOLT SECURITIES, INC. · CRD 28352
CHRISTOPHER FESS1335361KCD FINANCIAL, INC. · CRD 127473
CHRISTOPHER HARTMAN1850747TKG FINANCIAL, LLC · CRD 133104
CHRISTOPHER HAYDEL2154349ARETE WEALTH MANAGEMENT, LLC · CRD 44856
CRAIG BODDEN3209902ARETE WEALTH MANAGEMENT, LLC · CRD 44856
DAVID ZUPEK2250376CONCORDE INVESTMENT SERVICES, LLC · CRD 151604
ERIK SIMMONS2479132ARETE WEALTH MANAGEMENT, LLC · CRD 44856
GREGORY DANIEL VAN WYK4603281DANIEL INVESTMENT ASSOCIATES, LLC · CRD 157284
JACK R. THACKER, JR.2754773CENTER STREET SECURITIES, INC. · CRD 26898
JAY MEYER333118SANDLAPPER SECURITIES, LLC · CRD 137906
JOEY MILLER6175826ARETE WEALTH MANAGEMENT, LLC · CRD 44856
JOHN FERNEAU6136562BERTHEL, FISHER & COMPANY · CRD 13609
JOHN HEROUX4502714TKG FINANCIAL, LLC · CRD 133104
JONATHAN BRACKMANN4075152ARETE WEALTH MANAGEMENT, LLC · CRD 44856
JOSEPH MICHALETZ1327534CONCORDE INVESTMENT SERVICES, LLC · CRD 151604
LANDON KEITH KELT, JR.4381974TKG FINANCIAL, LLC · CRD 133104
JAMES KEVIN JOHNSTON1689783ARETE WEALTH MANAGEMENT, LLC · CRD 44856
KEVIN KOSLOFSKI3033810BERTHEL, FISHER & COMPANY · CRD 13609
KEVIN MANZO5277204ARETE WEALTH MANAGEMENT, LLC · CRD 44856
KEVIN NEVIN2460059SANDLAPPER SECURITIES, LLC · CRD 137906
JERRY LEE GREENE JR2232914ARETE WEALTH MANAGEMENT, LLC · CRD 44856
MARK HUBER5976354CONCORDE INVESTMENT SERVICES, LLC · CRD 151604
MICHAEL JANIS5308832MADISON AVENUE SECURITIES, LLC · CRD 23224
MICHAEL SEID2872749ARETE WEALTH MANAGEMENT, LLC · CRD 44856
PHILIP ANTIA2187727NEWBRIDGE SECURITIES CORPORATION · CRD 104065
RICHARD ROBERT MAROTZKE JR.4693568BERTHEL, FISHER & COMPANY · CRD 13609
RICKY E BIEL4123346ARETE WEALTH MANAGEMENT · CRD 44856
ROBERT BINKOWSKI4814174ARETE WEALTH MANAGEMENT · CRD 44856
JULIE MAINS5149817NEWBRIDGE SECURITIES CORPORATION · CRD 104065
TERRY ALLEN HERRON1172497NEW FRONTIER WEALTH MGMT · CRD 147055
THOMAS S. ATKINS2006979FREEDOM INVESTORS CORP. · CRD 23714
TODD R RHINE2384366IBN FINANCIAL SERVICES, INC. · CRD 42360
SEYYED VALIALLAH NASR1052151CLARAPHI ADVISORY NETWORK, LLC · CRD 165868
VINCENT ANNABLE1033573CENTER STREET SECURITIES, INC. · CRD 26898
WILLIAM DANNER3236323MADISON AVENUE SECURITIES, LLC · CRD 23224

Source: Form D, filed Nov 30, 2016. 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
Mark P. Sealy Director, Executive
Scott P. Sealy Promoter
Michael P. Sealy Executive
Scott P. Sealy, Jr. Executive
Scott P. Sealy, Sr. Director, Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
333 Texas Street Suite 1050
Shreveport, LA, 71101