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
47
United Capital Financial Partners, LLC raises $10M under Reg D
Company raise · Closed · IRVING, TX · Form D filed 2025-09-08
$10M+ raiseBusiness combination
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
| James Rivers | President of United Capital Financial Partners, LLC |
| Brian McDowell | Chief Investment Officer of United Capital Financial Partners, LLC |
| Sonja Larimore | Chief Compliance Officer of United Capital Financial Partners, LLC |
| Jonathan Seiler | Head of Operations of United Capital Financial Partners, LLC |
| Marie Campion | Chief People Officer of United Capital Financial Partners, LLC |
| Melroy Saldanha | Chief Technology Officer of United Capital Financial Partners, LLC |
| Rob Mlenek | Chief Financial Officer of United Capital Financial Partners, LLC |
Signed by Rob Mlenek, Chief Financial Officer of United Capital Financial Partners.
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
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
30
United Capital Financial Partners, LLC raises $28K under Reg D
Company raise · Closed · Offering $28K · Sold $28K · IRVING, TX · filed 2025-03-14