|
|
D |
2025-12-01 09:51:13 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley, JP Morgan Securities, LLC, RBC Capital Markets, LLC, Rockefeller Capital Management Insurance, UBS, M Holdings Securities, Mercer Allied Company LP, Valmark Securities, and Park Avenue Securities LLC
- CIK Number
- 0001610286
- Filed Document
- 0001610286-25-000003
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2025-12-01 09:51:13 UTC
- Type of Offering
- D
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
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|
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D/A |
2024-05-03 11:55:33 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley, JP Morgan Securities, LLC, RBC Capital Markets, LLC, Rockefeller Capital Management Insurance, and UBS
- CIK Number
- 0001610286
- Filed Document
- 0001605628-24-000003
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2024-05-03 11:55:33 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
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|
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D/A |
2023-05-19 09:06:19 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley, M Holdings Securities, Inc, RBC Capital Markets, LLC, Rockefeller Capital Management Insurance, and UBS
- CIK Number
- 0001610286
- Filed Document
- 0000351754-23-000003
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2023-05-19 09:06:19 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
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|
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D/A |
2022-06-29 13:57:03 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services
- CIK Number
- 0001610286
- Filed Document
- 0001610286-22-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2022-06-29 13:57:03 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
|
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D/A |
2021-08-09 12:59:57 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services
- CIK Number
- 0001610286
- Filed Document
- 0001605628-21-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2021-08-09 12:59:57 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
|
|
D/A |
2019-05-16 15:02:21 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services
- CIK Number
- 0001610286
- Filed Document
- 0001610286-19-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2019-05-16 15:02:21 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
|
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D/A |
2018-06-12 16:09:41 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services
- CIK Number
- 0001610286
- Filed Document
- 0001610286-18-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2018-06-12 16:09:41 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
|
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D/A |
2017-03-31 16:47:48 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services
- CIK Number
- 0001610286
- Filed Document
- 0001537090-17-000002
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2017-03-31 16:47:48 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
|
|
D/A |
2016-03-14 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services
- CIK Number
- 0001610286
- Filed Document
- 0001605628-16-000002
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2016-03-14 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
|
|
D |
2014-07-07 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Morgan Stanley Smith Barney and Deborah Montaperto
- CIK Number
- 0001610286
- Filed Document
- 0001610286-14-000002
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2014-07-07 00:00:00 UTC
- Type of Offering
- D
- Industry
- Insurance
- Principal Place of Business
- NEW YORK
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|