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Private raises · SEC Form D

United Capital Financial Partners, LLC: $151 million Raised, SEC Form D Filings

Company · Investing · TX · SEC CIK 1372312

Form D notices

A Form D tells the SEC that an issuer sold securities without a public offering. Amounts are as the issuer reported them; an amendment updates an earlier notice.

FiledTypeOfferingSoldIndustry
21 Nov 2025New notice$151 million$151 millionInvestingForm D

Questions and answers

How much has United Capital Financial Partners, LLC raised?
United Capital Financial Partners, LLC reported $151 million sold in its largest Form D notice on file; its latest notice was filed on 21 November 2025. Form D amounts are what the issuer reported to the SEC.
What is United Capital Financial Partners, LLC?
United Capital Financial Partners, LLC is a company in investing, based in Irving, Texas, according to its SEC Form D filings.
How many Form D notices has United Capital Financial Partners, LLC filed?
1 notice between 21 November 2025 and 21 November 2025 in Tamarly's record, which starts on 1 October 2025.
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Source: SEC EDGAR, Form D (public domain). Cite this page: Tamarly Intelligence, "United Capital Financial Partners, LLC: SEC Form D filings", https://app.tamarly.ai/raisers/1372312, built from SEC EDGAR.

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United Capital Financial Partners, LLC: $151 million Raised, SEC Form D Filings | Tamarly