Form D · Other Investment Fund
Secure Wealth Holdings Fund II, L.P.
Chesapeake, VA · CIK 0001676521
Offering snapshot reported Jun 13, 2016 · SEC filing
- Reported sold
- $780K Offering amount: $780K
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Nov 21, 2014 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 13, 2016 | Initial | $780,000 | No comparison | 13 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-264851
The company originally offered to sell up to $5,000,000 of securities but sold $780,000 of securities and ended the offering.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| None. | None |
Source: Form D, filed Jun 13, 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.
| Name | Reported role |
|---|---|
| Tate Felts | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
308 Cedar Lakes Drive Suite 105
Chesapeake, VA, 23322
Chesapeake, VA, 23322