# Secure Wealth Holdings Fund, LP — Form D

Secure Wealth Holdings Fund, LP of CHESAPEAKE, VA, a company, filed a Form D exempt-offering notice with the SEC on 2014-05-23. The offering totals $5.0M, of which $1.9M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2014-05-23
- Form: D
- Accession: 0001609122-14-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b
- Total offering: $5.0M
- Amount sold: $1.9M
- Remaining: $3.1M
- Minimum investment: $50K
- Investors: 15
- Date of first sale: 2013-08-30
- Security types: equity
- SEC file number: 021-217945

## Issuer

- Name: Secure Wealth Holdings Fund, LP
- CIK: 0001609122
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2013
- Address: 636 CEDAR ROAD, CHESAPEAKE, VA, 23322
- Phone: 978-466-6500

## Officers, directors & promoters (1)

| Name | Role | Location |
| --- | --- | --- |
| Tate Felts | Director | Chesapeake, VA |

## More

- [CIK 1609122 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1609122&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001609122-14-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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