# SEI - Phoenix, LLC: Form D filing

SEI - Phoenix, LLC, a business services company in Cincinnati, OH, filed a Form D with the SEC in 2019. The latest, on January 30, 2019, reports $113,793 sold of a $5 million offering to 12 investors.

Find out what SEI - Phoenix, LLC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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## The full lists

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- [Form D filings in Ohio](https://specstream.ai/data/form-d/state/ohio): 1,071 rows, by operating companies, filed since November 1, 2024, $53.55, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/ohio
- [Form D filings in Business Services](https://specstream.ai/data/form-d/industry/business-services): 760 rows, by operating companies, filed since November 1, 2024, $38, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/business-services

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## Company details from the filing

- Address: 7870 E. KEMPER RD., SUITE 400, Cincinnati, OH, 45249
- Phone: (513) 459-1992
- Industry: Business Services
- Entity type: Limited Liability Company
- Incorporated in: Ohio
- Revenue range: Decline to Disclose
- Exemptions claimed: Rule 504
- SEC identifier (CIK): 1766295

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Jan 30, 2019 | New notice | $5,000,000 | $113,793 | $4,886,207 | 12 | Jan 15, 2019 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1766295/000090631819000001/0000906318-19-000001-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Naveen Mathew | Director |  |
| Dan Pierce | Director |  |
| Rick Podwojski | Director |  |
| William Gallagher | Director |  |
| Mark Retz | Director |  |

## Other business services companies in Ohio that filed recently

- [Orca Advisor, Inc.](https://specstream.ai/data/form-d/company/orca-advisor-inc-2154952) $25,000 · Sep 29, 2026
- [Auxilia, Inc.](https://specstream.ai/data/form-d/company/auxilia-inc-1866380) $2.3 million · Sep 9, 2026

[Every Form D from the week of Jan 28, 2019](https://specstream.ai/data/form-d/week/2019-01-28) · [All recent filings in Ohio](https://specstream.ai/data/form-d/state/ohio) · [All recent Business Services filings](https://specstream.ai/data/form-d/industry/business-services)

Read from SEC EDGAR. Amount sold is what SEI - Phoenix, 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](https://creativecommons.org/licenses/by/4.0/).