Form D · Insurance
SUN ULTIMATE HOLDINGS, LLC
Memphis, TN · CIK 0002035180
Offering snapshot reported Aug 29, 2024 · SEC filing
- Reported sold
- $82.5M Indefinite offering
- Investors reported
- 96 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 21, 2024 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 |
|---|---|---|---|---|---|
| Aug 29, 2024 | Initial | $82,490,015 | No comparison | 96 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-522743
Source: Form D, filed Aug 29, 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 |
|---|---|
| Milton R. Berlinski | Director |
| David L. Bowlin, Sr. | Director, Executive |
| Gregory Lottes | Director, Executive |
| Tyler Ross | Director |
| Michaela Saly | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
530 Oak Court Drive, Suite 245
Memphis, TN, 38117
Memphis, TN, 38117