Form D · Other Banking and Financial Services
Wealth Partners Capital Group, LLC
Palm Beach, FL · CIK 0001707450
Offering snapshot reported Oct 24, 2017 · SEC filing
- Reported sold
- $65.3M Offering amount: $65.3M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Jul 1, 2017 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 |
|---|---|---|---|---|---|
| Oct 24, 2017 | Initial | $65,275,000 | No comparison | 7 | 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
- 021-297298
Source: Form D, filed Oct 24, 2017. 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 |
|---|---|
| John William Copeland | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
C/O John W. Copeland 230 Royal Palm Way
Palm Beach, FL, 33480
Palm Beach, FL, 33480