Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2025-03-25 06:10:22 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FLI INVESTORS, LLC, SUMMIT FINANCIAL RESOURCES INC, and M HOLDINGS SECURITIES, INC. CIK Number 0001272840 Filed Document 0001641172-25-000442 Exclusions or Exemptions 506b Accepted Date 2025-03-25 06:10:22 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2024-03-25 06:12:20 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FLI INVESTORS, LLC, SUMMIT FINANCIAL RESOURCES INC, and M HOLDINGS SECURITIES, INC. CIK Number 0001272840 Filed Document 0001493152-24-011051 Exclusions or Exemptions 506b Accepted Date 2024-03-25 06:12:20 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2023-03-22 18:41:49 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FLI INVESTORS, LLC, SUMMIT FINANCIAL RESOURCES INC, and M HOLDINGS SECURITIES, INC. CIK Number 0001272840 Filed Document 0001493152-23-008593 Exclusions or Exemptions 506b Accepted Date 2023-03-22 18:41:49 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2022-03-22 15:14:02 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FLI INVESTORS, LLC, SUMMIT FINANCIAL RESOURCES INC, and M HOLDINGS SECURITIES, INC. CIK Number 0001272840 Filed Document 0001272840-22-000002 Exclusions or Exemptions 506b Accepted Date 2022-03-22 15:14:02 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2021-03-22 17:57:19 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FLI INVESTORS, LLC, SUMMIT FINANCIAL RESOURCES INC, and M HOLDINGS SECURITIES, INC. CIK Number 0001272840 Filed Document 0000943663-21-000079 Exclusions or Exemptions 506b Accepted Date 2021-03-22 17:57:19 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2020-03-31 15:55:40 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FLI INVESTORS, LLC, SUMMIT FINANCIAL RESOURCES INC, and M HOLDINGS SECURITIES, INC. CIK Number 0001272840 Filed Document 0000943663-20-000126 Exclusions or Exemptions 506b Accepted Date 2020-03-31 15:55:40 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2019-07-03 15:33:35 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FLI INVESTORS, LLC, SUMMIT FINANCIAL RESOURCES INC, and M HOLDINGS SECURITIES, INC. CIK Number 0001272840 Filed Document 0000943663-19-000135 Exclusions or Exemptions 506b Accepted Date 2019-07-03 15:33:35 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2019-07-03 15:26:04 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers FLI INVESTORS, LLC and SUMMIT FINANCIAL RESOURCES INC CIK Number 0001272840 Filed Document 0000943663-19-000133 Exclusions or Exemptions 506b Accepted Date 2019-07-03 15:26:04 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2019-03-29 13:55:15 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001272840 Filed Document 0000943663-19-000090 Exclusions or Exemptions 506b Accepted Date 2019-03-29 13:55:15 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2018-03-30 10:36:32 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001272840 Filed Document 0000943663-18-000119 Exclusions or Exemptions 506b Accepted Date 2018-03-30 10:36:32 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2017-03-30 15:04:02 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001272840 Filed Document 0000943663-17-000137 Exclusions or Exemptions 506b Accepted Date 2017-03-30 15:04:02 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2016-03-30 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001272840 Filed Document 0000943663-16-000368 Exclusions or Exemptions 506b Accepted Date 2016-03-30 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2015-03-27 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001272840 Filed Document 0000943663-15-000117 Exclusions or Exemptions 506b Accepted Date 2015-03-27 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
BODLEIAN PARTNERS B, L.P. See All Filings	D/A	2014-03-27 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001272840 Filed Document 0000943663-14-000085 Exclusions or Exemptions 506b Accepted Date 2014-03-27 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW JERSEY Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund