Form D — United Capital Financial Partners, LLC
0001014108-25-000075 · filed Nov 21, 2025
Offering
- Industry
- Investing
- Exemptions
- 06b
- Total offering
- $150,703,306
- Total sold
- $150,703,306
- Minimum investment
- $872,520
- Investors
- —
- Sales commission
- —
- Finders' fees
- —
Issuer
- Name
- United Capital Financial Partners, LLC
- CIK
- 1372312
- Entity
- Limited Liability Company
- Jurisdiction
- DELAWARE
- Year incorporated
- —
- Address
- 125 E. JOHN CARPENTER FRWY
IRVING, TX 75062 - Phone
- 972-822-2055
Related persons
May not be accurate — issuers self-report this list and the SEC does not verify it. Cross-check the original SEC EDGAR filing if accuracy matters.
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Robert Mlenek · Executive OfficerBloomington, MN Find on LinkedIn ↗
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James Rivers · Executive OfficerIrving, TX Find on LinkedIn ↗
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Marie Campion · Executive OfficerIrving, TX Find on LinkedIn ↗
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Sonja Larimore · Executive OfficerIrving, TX Find on LinkedIn ↗
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Melroy Saldanha · Executive OfficerIrving, TX Find on LinkedIn ↗
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Jonathan Seiler · Executive OfficerIrving, TX Find on LinkedIn ↗
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Brian McDowell · Executive OfficerIrving, TX Find on LinkedIn ↗
View the original filing on SEC EDGAR ↗