Data / Form D filings / ORG Partners Holdings, LLC
ORG Partners Holdings, LLC: Form D filing
ORG Partners Holdings, LLC, a financial services company in Dallas, TX, filed a Form D with the SEC in 2025. The latest, on April 21, 2025, reports $6.7 million sold of a $10 million offering to 8 investors.
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Company details from the filing
- Address
- 5001 SPRING VALLEY RD 810W, Dallas, TX, 75244
- Phone
- (214) 440-3909
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2024
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2064942
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Apr 21, 2025 | New notice | $10,000,000 | $6,700,000 | $3,300,000 | 8 | Mar 1, 2025 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| John Mark Earley | Director | |
| Merlin Clinton-Wayne Sorenson | Executive Officer, Director | |
| Charles Joseph Calise | Director | |
| Michael Peter Mansur | Executive Officer, Director | |
| Charles Taylor Calise | Director |
Other financial services companies in Texas that filed recently
- Green Tiger Software Inc. $2.2 million · Oct 30, 2026
- Future Health Holdings LLC offering · Oct 29, 2026
- Zippy, Inc. /DE $20 million · Oct 15, 2026
- CENTRAL BANCSHARES, INC. $25 million · Sep 18, 2026
- UBANK HOLDINGS, INC. $20 million · Sep 16, 2026
- Shift Capital, Inc. $520,500 · Aug 14, 2026
Every Form D from the week of Apr 21, 2025 · All recent filings in Texas · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what ORG Partners Holdings, 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.