# STEWARD PARTNERS HOLDINGS LLC — Form D

STEWARD PARTNERS HOLDINGS LLC of NEW YORK, NY, a company, filed a Form D exempt-offering notice with the SEC on 2017-05-10. The offering totals $5.0M, of which $4.9M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2017-05-10
- Form: D
- Accession: 0001691501-17-000004
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $5.0M
- Amount sold: $4.9M
- Remaining: $131K
- Minimum investment: $50K
- Investors: 24
- Date of first sale: 2017-04-27
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-286454

## Issuer

- Name: STEWARD PARTNERS HOLDINGS LLC
- CIK: 0001691501
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2013
- Address: 140 EAST 45TH ST, NEW YORK, NY, 10017
- Phone: (212) 364-0364

## Officers, directors & promoters (8)

| Name | Role | Location |
| --- | --- | --- |
| Elizabeth Fisher | Director | Newtown, CT |
| Michael McMahon | Director | Landisville, PA |
| Gary Miller | Director | Seattle, WA |
| STEPHEN KEY | Director | ST. LOUIS PARK, MN |
| JANET ROBINSON | Director | NEW YORK, NY |
| HY SAPORTA | Executive Officer | NEW YORK, NY |
| DAN POLK | Director | NEW YORK, NY |
| JAMES GOLD | Executive Officer | NEW YORK, NY |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2017-10-13](https://search.stillhousedata.com/formd/0001691501-17-000005) | D/A | $6.0M | $6.0M |

## More

- [CIK 1691501 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1691501&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001691501-17-000004.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.