Form D · Other
Your Policy Holdings, LLC
Reston, VA · CIK 0002018644
Offering snapshot reported Apr 11, 2024 · SEC filing
- Reported sold
- $63.9M Offering amount: $63.9M
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $104K Reported outside-investor minimum
- First sale
- Mar 29, 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 |
|---|---|---|---|---|---|
| Apr 11, 2024 | Initial | $63,933,881 | No comparison | 15 | 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
- 021-510338
Source: Form D, filed Apr 11, 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 |
|---|---|
| Jonathan Felsher | Executive |
| Matthew D. Kelty | Executive |
| Justin Thomas | Executive |
Issuer details
Industry: Other (See others in industry)
Address:
11720 Plaza America Drive Suite 650
Reston, VA, 20190
Reston, VA, 20190