Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
EJF Income Fund, LP See All Filings	D/A	2024-03-20 13:37:41 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Stifel Nicolaus & Co., Incorporated, Cabin Securities, Inc., Silber Bennett Financial Inc., EDI Financial, Inc., WFG Investments, Inc., Pacer Financial, Inc., Orchard Securities, McDonald Partners LLC, Source Capital Group, Inc., Crewe Capital LLC, MHA Financial Corp, Arete Wealth Management LLC, Cary Street Partners LLC, Calton & Associates, Inc., IBN Financial Services, Inc., Keel Point Capital LLC, SCF Securities, Inc., Zermatt Securities, Inc., LPL Financial LLC, and CAIS Capital LLC CIK Number 0001465637 Filed Document 0002001014-24-000004 Exclusions or Exemptions 506b Accepted Date 2024-03-20 13:37:41 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2023-03-20 12:58:29 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Stifel Nicolaus & Co., Incorporated, Cabin Securities, Inc., Silber Bennett Financial Inc., EDI Financial, Inc., WFG Investments, Inc., Pacer Financial, Inc., Orchard Securities, McDonald Partners LLC, Source Capital Group, Inc., Crewe Capital LLC, MHA Financial Corp, Arete Wealth Management LLC, Cary Street Partners LLC, Calton & Associates, Inc., IBN Financial Services, Inc., Keel Point Capital LLC, SCF Securities, Inc., Zermatt Securities, Inc., LPL Financial LLC, and CAIS Capital LLC CIK Number 0001465637 Filed Document 0001962641-23-000018 Exclusions or Exemptions 506b Accepted Date 2023-03-20 12:58:29 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2022-03-18 18:00:20 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Stifel Nicolaus & Co., Incorporated, Cabin Securities, Inc., Silber Bennett Financial Inc., EDI Financial, Inc., WFG Investments, Inc., Pacer Financial, Inc., Orchard Securities, McDonald Partners LLC, Source Capital Group, Inc., Crewe Capital LLC, MHA Financial Corp, Arete Wealth Management LLC, Cary Street Partners LLC, Calton & Associates, Inc., IBN Financial Services, Inc., Keel Point Capital LLC, SCF Securities, Inc., and Zermatt Securities, Inc. CIK Number 0001465637 Filed Document 0001912999-22-000016 Exclusions or Exemptions 506b Accepted Date 2022-03-18 18:00:20 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2021-03-19 12:41:41 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Stifel Nicolaus & Co., Incorporated, Cabin Securities, Inc., Silber Bennett Financial Inc., EDI Financial, Inc., WFG Investments, Inc., Pacer Financial, Inc., Orchard Securities, McDonald Partners LLC, Source Capital Group, Inc., Crewe Capital LLC, MHA Financial Corp, Arete Wealth Management LLC, Cary Street Partners LLC, Calton & Associates, Inc., IBN Financial Services, Inc., Keel Point Capital LLC, SCF Securities, Inc., and Zermatt Securities, Inc. CIK Number 0001465637 Filed Document 0001851288-21-000006 Exclusions or Exemptions 506b Accepted Date 2021-03-19 12:41:41 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2020-03-19 10:05:27 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Stifel Nicolaus & Co., Incorporated, Cabin Securities, Inc., Silber Bennett Financial Inc., EDI Financial, Inc., WFG Investments, Inc., Pacer Financial, Inc., Orchard Securities, McDonald Partners LLC, Source Capital Group, Inc., Crewe Capital LLC, MHA Financial Corp, Arete Wealth Management LLC, Cary Street Partners LLC, Calton & Associates, Inc., IBN Financial Services, Inc., Keel Point Capital LLC, and SCF Securities, Inc. CIK Number 0001465637 Filed Document 0001806775-20-000007 Exclusions or Exemptions 506b Accepted Date 2020-03-19 10:05:27 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2019-03-19 11:18:36 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Stifel Nicolaus & Co., Incorporated, Cabin Securities, Inc., Silber Bennett Financial Inc., EDI Financial, Inc., WFG Investments, Inc., Pacer Financial, Inc., Orchard Securities, McDonald Partners LLC, Source Capital Group, Inc., Crewe Capital LLC, MHA Financial Corp, Arete Wealth Management LLC, Cary Street Partners LLC, Calton & Associates, Inc., IBN Financial Services, Inc., Keel Point Capital LLC, and SCF Securities, Inc. CIK Number 0001465637 Filed Document 0001770227-19-000020 Exclusions or Exemptions 506b Accepted Date 2019-03-19 11:18:36 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2018-03-19 14:32:38 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Stifel Nicolaus & Co., Incorporated, Cabin Securities, Inc., Silber Bennett Financial Inc., EDI Financial, Inc., WFG Investments, Inc., Pacer Financial, Inc., Orchard Securities, McDonald Partners LLC, Source Capital Group, Inc., Crewe Capital LLC, MHA Financial Corp, Arete Wealth Management LLC, Cary Street Partners LLC, Calton & Associates, Inc., IBN Financial Services, Inc., Keel Point Capital LLC, and SCF Securities, Inc. CIK Number 0001465637 Filed Document 0001733704-18-000007 Exclusions or Exemptions 506b Accepted Date 2018-03-19 14:32:38 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2017-03-17 13:49:43 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Stifel Nicolaus & Co., Incorporated, ARI Financial Services, Silber Bennett Financial Inc., EDI Financial, Inc., WFG Investments, Inc., Pacer Financial, Inc., Orchard Securities, McDonald Partners LLC, Source Capital Group, Inc., Crewe Capital LLC, MHA Financial Corp, Arete Wealth Management LLC, and Cary Street Partners LLC CIK Number 0001465637 Filed Document 0001140361-17-012518 Exclusions or Exemptions 506b Accepted Date 2017-03-17 13:49:43 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2016-03-14 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers ARI Financial Services, McDonald Partners LLC, Pacer Financial, Inc., EDI Financial, Inc., Silber Bennett Financial Inc., Orchard Securities, Stifel Nicolaus & Co., Incorporated, Source Capital Group, Inc., WFG Investments, Inc., Crewe Capital LLC, MHA Financial Corp, and Arete Wealth Management LLC CIK Number 0001465637 Filed Document 0001668686-16-000009 Exclusions or Exemptions 506b Accepted Date 2016-03-14 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2015-03-13 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers ARI Financial Services, McDonald Partners LLC, Pacer Financial, Inc., EDI Financial, Inc., Silber Bennett Financial Inc., Orchard Securities, Stifel Nicolaus & Co., Incorporated, Source Capital Group, Inc., and WFG Investments, Inc. CIK Number 0001465637 Filed Document 0001140361-15-012161 Exclusions or Exemptions 506b Accepted Date 2015-03-13 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
EJF Income Fund, LP See All Filings	D/A	2014-03-15 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers ARI Financial Services, Pacer Financial, Inc., EDI Financial, Inc., Arete Wealth Management, LLC, Orchard Securities, Stifel Nicolaus & Co., Incorporated, and WFG Investments, Inc. CIK Number 0001465637 Filed Document 0001140361-14-012977 Exclusions or Exemptions 506b Accepted Date 2014-03-15 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund