SM HOLDCO, LLC — Form D

SM HOLDCO, LLC of CHICAGO, IL, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2018-08-15. $327.7M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (20)

NameRoleLocation
EDWARD BUCKNAMExecutive OfficerADDISON, TX
JOLENE VARNEYExecutive OfficerADDISON, TX
THERESE WAREHAMDirectorNORTHFIELD, IL
ADAM ABRAMSONDirectorBOSTON, MA
PAIGE TERRAExecutive OfficerADDISON, TX
JOHN GROTTINGDirectorRANCHO SANTA FE, CA
GRANT DAVIESDirectorADDISON, TX
GRANT DAVIESExecutive OfficerADDISON, TX
HEIDI HUPEDirectorGLENVIEW, IL
BRIAN ALEXANDERExecutive OfficerDALLAS, TX
CHRIS KRUBERTDirectorLOS ANGELES, CA
TANNER SCOTTDirectorCHICAGO, IL
BEN CHERESKINDirectorCHICAGO, IL
TIMOTHY SULLIVANDirectorAustin, TX
ELIZABETH BETTENDirectorCHICAGO, IL
DAVID PYLEExecutive OfficerADDISON, TX
ANTHONY ZHUDirectorCHICAGO, IL
STEVEN ARMONDExecutive OfficerADDISON, TX
JAMES POLFREMANDirectorADDISON, TX
JAMES POLFREMANExecutive OfficerADDISON, TX

Other filings by this issuer (6)

FiledFormOfferingSold
2024-08-13D/A$408.2M
2023-08-11D/A$383.7M
2022-08-12D/A$357.6M
2021-08-13D/A$357.0M
2020-08-14D/A$330.2M
2019-08-14D/A$329.1M

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