Form D · Other Investment Fund
Secure Wealth Holdings Fund, LP
Chesapeake, VA · CIK 0001609122
Offering snapshot reported May 23, 2014 · SEC filing
- Reported sold
- $1.95M Offering amount: $5M
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Aug 30, 2013 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 |
|---|---|---|---|---|---|
| May 23, 2014 | Initial | $1,945,000 | No comparison | 15 | 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
- 021-217945
Source: Form D, filed May 23, 2014. 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:
636 Cedar Road Suite 200
Chesapeake, VA, 23322
Chesapeake, VA, 23322