Form D · Other Investment Fund
SM HOLDCO, LLC
Chicago, IL · CIK 0001750311
Offering snapshot reported Aug 13, 2024 · SEC filing
- Reported sold
- $408M Indefinite offering
- Investors reported
- 121 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 1, 2018 As reported in this filing
Fundraising history
Reported soldDates 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$383,671,240 → $408,249,700
- Reported investors113 → 121
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 13, 2024 | Amendment | $408,249,700 | $24,578,460vs Aug 11, 2023 | 121 | SEC filing |
| Aug 11, 2023 | Amendment | $383,671,240 | $26,092,346vs Aug 12, 2022 | 113 | SEC filing |
| Aug 12, 2022 | Amendment | $357,578,894 | $540,000vs Aug 13, 2021 | 96 | SEC filing |
| Aug 13, 2021 | Amendment | $357,038,894 | No comparison | Not reported | SEC filing |
| Aug 14, 2020 | Amendment | $330,198,892 | $1,125,000vs Aug 14, 2019 | 70 | SEC filing |
| Aug 14, 2019 | Amendment | $329,073,892 | $1,345,000vs Aug 15, 2018 | 67 | SEC filing |
| Aug 15, 2018 | Initial | $327,728,892 | No comparison | 50 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-319323
The total amount sold is inclusive of certain amounts that the Issuer has repurchased from certain investors.
Source: Form D, filed Aug 13, 2024. 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 |
|---|---|
| Adam Abramson | Director |
| Brian Alexander | Executive |
| Steven Armond | Executive |
| Elizabeth Betten | Director |
| Edward Bucknam | Executive |
| Ben Chereskin | Director |
| Grant Davies | Director, Executive |
| John Grotting | Director |
| Heidi Hupe | Director |
| Chris Krubert | Director |
| James Polfreman | Director, Executive |
| David Pyle | Executive |
| Tanner Scott | Director |
| Timothy Sullivan | Director |
| Paige Terra | Executive |
| Jolene Varney | Executive |
| Therese Wareham | Director |
| Anthony Zhu | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
70 West Madison Street, Suite 4600
Chicago, IL, 60602
Chicago, IL, 60602