Data / Form D filings / Ampersand Partners LLC
Ampersand Partners LLC: Form D filings
Ampersand Partners LLC, a financial services company in St. Louis, MO, filed 3 Form D notices with the SEC in 2023. The latest, on August 7, 2023, reports $34.5 million sold of a $45 million offering to 64 investors.
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Company details from the filing
- Address
- 777 CELLA ROAD, St. Louis, MO, 63124
- Phone
- (314) 422-0668
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2022
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1975894
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Aug 7, 2023 | Amendment | $45,000,000 | $34,480,438 | $10,519,562 | 64 | Jun 16, 2023 | sec.gov |
| Jun 29, 2023 | New notice | $45,000,000 | $18,834,000 | $26,166,000 | 30 | Jun 16, 2023 | sec.gov |
| May 4, 2023 | New notice | $4,400,000 | $4,400,000 | 5 | Apr 25, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| John Alexander | Director | |
| David Kowach | Director | |
| Kristi Mitchem | Director | |
| Scott Nelson | Director | |
| Kellie Lyons | Director | |
| James Reynolds | Director |
Other financial services companies in Missouri that filed recently
- JONES FINANCIAL COMPANIES LLLP $9,000 · Oct 29, 2026
- Midwest BankCentre, Inc. $22.1 million · Sep 28, 2026
Every Form D from the week of Aug 7, 2023 · All recent filings in Missouri · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Ampersand Partners LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.