Data / Form D filings / UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC
UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC: Form D filing
UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC, an investing company in Irving, TX, filed a Form D with the SEC in 2026. The latest, on January 2, 2026, reports $1.4 million sold of a $1.4 million offering to 2 investors.
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Company details from the filing
- Address
- 125 E JOHN CARPENTER FRWY SUITE 1300, Irving, TX, 75062
- Phone
- (972) 822-2055
- Industry
- Investing
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2092698
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jan 2 | New notice | $1,413,586 | $1,413,586 | 2 | Dec 19 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Rob Mlenek | Executive Officer, Director | Chief Financial Officer of United Capital Financial Partners, LLC |
| James Rivers | Executive Officer | President of United Capital Financial Partners, LLC |
| Marie Campion | Executive Officer | Chief People Officer of United Capital Financial Partners, LLC |
| Sonja Larimore | Executive Officer | Chief Compliance Officer of United Capital Financial Partners, LLC |
| Melroy Saldanha | Executive Officer | Chief Technology Officer of United Capital Financial Partners, LLC |
| Jonathan Seiler | Executive Officer | Head of Operations of United Capital Financial Partners, LLC |
| Brian McDowell | Executive Officer | Chief Investment Officer of United Capital Financial Partners, LLC |
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Read from SEC EDGAR. Amount sold is what UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, 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.