55
United Capital Financial Partners, LLC raises $150.7M under Reg D
Company raise · Closed · Offering $150.7M · Sold $150.7M · IRVING, TX · filed 2025-11-21
Business combination
30
United Capital Financial Partners, LLC raises $28K under Reg D
Company raise · Closed · IRVING, TX · Form D filed 2025-03-14
First raise on EDGAR
Why now — by persona
Relevant to: Executive & technical recruiting, B2B software & services sales, Commercial banking / treasury, D&O and management-liability insurance, Outsourced accounting / CFO. Lead card pending.
People on the filing
| Rob Mlenek | Executive Officer, Director |
Signed by Rob Mlenek, Chief Financial Officer.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.
Other filings by this issuer
47
United Capital Financial Partners, LLC raises $10M under Reg D
Company raise · Closed · Offering $10M · Sold $10M · IRVING, TX · filed 2025-09-08
Business combination
15
United Capital Financial Partners, LLC files Form D
Company raise update · Open-ended · Offering Indefinite · Sold $9.8M · IRVING, TX · filed 2025-04-09