Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
FINANCIAL EDGE FUND L P See All Filings	D/A	2025-03-13 12:19:13 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Mariner Wealth Advisors, LLC, Royal Alliance Associates, Inc, Pickwick Capital Partners, LLC, and Financial Solutions, LLC CIK Number 0001008845 Filed Document 0001008845-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-13 12:19:13 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2024-03-14 13:28:25 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Mariner Wealth Advisors, LLC, Royal Alliance Associates, Inc, Pickwick Capital Partners, LLC, and Financial Solutions, LLC CIK Number 0001008845 Filed Document 0001008845-24-000001 Exclusions or Exemptions 506b Accepted Date 2024-03-14 13:28:25 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2023-03-10 17:17:23 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Mariner Wealth Advisors, LLC, Royal Alliance Associates, Inc, Pickwick Capital Partners, LLC, and Financial Solutions, LLC CIK Number 0001008845 Filed Document 0001008845-23-000001 Exclusions or Exemptions 506b Accepted Date 2023-03-10 17:17:23 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2022-03-09 12:09:59 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Mariner Wealth Advisors, LLC, Royal Alliance Associates, Inc, and Pickwick Capital Partners, LLC CIK Number 0001008845 Filed Document 0001008845-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-03-09 12:09:59 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2021-03-09 12:40:55 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FCG Wealth Management, LLC, Royal Alliance Associates, Inc, and Pickwick Capital Partners, LLC CIK Number 0001008845 Filed Document 0001008845-21-000001 Exclusions or Exemptions 506b Accepted Date 2021-03-09 12:40:55 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2020-03-09 10:01:42 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FCG Wealth Management, LLC, Royal Alliance Associates, Inc, and Pickwick Capital Partners, LLC CIK Number 0001008845 Filed Document 0001008845-20-000001 Exclusions or Exemptions 506b Accepted Date 2020-03-09 10:01:42 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2019-03-08 10:25:34 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FCG Wealth Management, LLC, Royal Alliance Associates, Inc, and Pickwick Capital Partners, LLC CIK Number 0001008845 Filed Document 0001008845-19-000002 Exclusions or Exemptions 506b Accepted Date 2019-03-08 10:25:34 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2018-03-09 10:48:57 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FCG Wealth Management, LLC, Royal Alliance Associates, Inc, and Pickwick Capital Partners, LLC CIK Number 0001008845 Filed Document 0001008845-18-000001 Exclusions or Exemptions 506b Accepted Date 2018-03-09 10:48:57 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2017-03-08 10:47:07 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FCG Wealth Management, LLC, Royal Alliance Associates, Inc, and Pickwick Capital Partners, LLC CIK Number 0001008845 Filed Document 0001008845-17-000002 Exclusions or Exemptions 506b Accepted Date 2017-03-08 10:47:07 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2016-03-08 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FCG Wealth Management, LLC, Royal Alliance Associates, Inc, and Pickwick Capital Partners, LLC CIK Number 0001008845 Filed Document 0001008845-16-000001 Exclusions or Exemptions 506b Accepted Date 2016-03-08 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2015-03-12 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FCG Wealth Management, LLC and JLTD Advisors, LLC CIK Number 0001008845 Filed Document 0001296956-15-000003 Exclusions or Exemptions 506b Accepted Date 2015-03-12 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
FINANCIAL EDGE FUND L P See All Filings	D/A	2014-03-06 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FCG Wealth Management, LLC and JLTD Advisors, LLC CIK Number 0001008845 Filed Document 0001008845-14-000001 Exclusions or Exemptions 506b Accepted Date 2014-03-06 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund