Data / Form D filings / Serenity Wealth Holdings, LLC
Serenity Wealth Holdings, LLC: Form D filing
Serenity Wealth Holdings, LLC, an investing company in Chapel Hill, NC, filed a Form D with the SEC in 2025. The latest, on July 15, 2025, reports $15.5 million sold of a $15.5 million offering to 17 investors.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 123 WEST FRANKLIN STREET, SUITE 520, Chapel Hill, NC, 27516
- Phone
- (917) 843-1216
- Industry
- Investing
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2025
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b), Investment Company Act section 3(c), section 3(c)(1)
- SEC identifier (CIK)
- 2077220
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 15, 2025 | New notice | $15,500,000 | $15,500,000 | 17 | Jun 18, 2025 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| . LionLight Capital LLC | Director | |
| Claude Burton | Executive Officer | |
| . LionLight Capital, L.P. | Director |
Other investing companies in North Carolina that filed recently
- PCI MetOx, LLC $11.6 million · Oct 14, 2026
- Shaper Capital Holdco I, LLC offering · Oct 14, 2026
- PCIH Series 22, a Series of Piedmont Capital Investment Holdings, LLC $10 million · Aug 31, 2026
- Three Eagles Lending LLC $29 million · Aug 20, 2026
Every Form D from the week of Jul 14, 2025 · All recent filings in North Carolina · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Serenity Wealth 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.