Form Ds provide information on individual, unregistered securities offerings.
Search by Recipient Name or Primary Issuer:
| Recipient | CRD | Primary Issuer | CIK | Filing Date | Form Type | Total Offering Amount | Total Amount Sold |
|---|---|---|---|---|---|---|---|
| FINALIS SECURITIES LLC | 305908 | INTRINSIC HEALTH PARTNERS II, L.P. | 1956343 | 12/15/2022 | D | Indefinite | $47,125,000 |
| FINALIS SECURITIES LLC | 305908 | Rise Encore Partners, LLC | 1938508 | 08/02/2022 | D | $44,144,475 | $44,144,475 |
| FINALIS SECURITIES LLC | 305908 | Rise Phoenix Portfolio Partners, LLC | 1918547 | 04/22/2022 | D | $36,813,000 | $36,813,000 |
| FINALIS SECURITIES LLC | 305908 | Rise Lakeside Partners, LLC | 1933023 | 06/28/2022 | D | $34,725,000 | $34,725,000 |
| FINALIS SECURITIES LLC | 305908 | Rise Suncrest Partners, LLC | 1953817 | 11/17/2022 | D | $30,150,000 | $30,150,000 |
| FINALIS SECURITIES LLC | 305908 | KO Storage Fund II, LLC | 1930634 | 08/01/2022 | D | $30,000,000 | $25,133,000 |
| FINALIS SECURITIES LLC | 305908 | Rise Highland Partners, LLC | 1963339 | 02/16/2023 | D | $25,096,005 | $25,096,005 |
| FINALIS SECURITIES LLC | 305908 | Rise Bedford Partners, LLC | 1975672 | 05/04/2023 | D | $24,871,970 | $24,871,970 |
| FINALIS SECURITIES LLC | 305908 | Ashcroft Value-Add Fund II, LP | 1913650 | 05/04/2022 | D | $180,000,000 | $22,436,000 |
| FINALIS SECURITIES LLC | 305908 | KO Storage Fund II, LLC | 1930634 | 08/01/2022 | D | $20,000,000 | $18,792,000 |