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Data / Form D filings / Sloy Dahl & Holst Holdings Concentrated Equity

Sloy Dahl & Holst Holdings Concentrated Equity: Form D filings

Sloy Dahl & Holst Holdings Concentrated Equity, a financial services company in Sioux Falls, SD, filed 2 Form D notices with the SEC between 2020 and 2023. The latest, on February 15, 2023, reports $61 million sold of an offering with no set size to 7 investors.

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Company details from the filing

Address
101 SOUTH MAIN AVE STE 310, Sioux Falls, SD, 57104
Phone
(303) 996-3781
Industry
Other Banking and Financial Services
Entity type
Business Trust
Incorporated in
South Dakota
Year incorporated
2020
Revenue range
Decline to Disclose
Exemptions claimed
Rule 506(b), Investment Company Act section 3(c), section 3(c)(1)
SEC identifier (CIK)
1815276

Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Feb 15, 2023AmendmentIndefinite$60,999,2277Nov 4, 2020sec.gov
Nov 10, 2020New notice$35,000,000$34,484,005$515,9951Nov 4, 2020sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
Nathan CrisenberryExecutive Officer
Adam PonderExecutive Officer

Every Form D from the week of Feb 13, 2023 · All recent filings in South Dakota · All recent Other Banking and Financial Services filings

Read from SEC EDGAR. Amount sold is what Sloy Dahl & Holst Holdings Concentrated Equity 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.