# SM HOLDCO, LLC — Form D/A

SM HOLDCO, LLC of CHICAGO, IL, a pooled investment fund, filed a Form D amendment with the SEC on 2020-08-14. $330.2M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2020-08-14
- Form: D/A
- Accession: 0001750311-20-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b
- Amount sold: $330.2M
- Investors: 70
- Date of first sale: 2018-08-01
- Security types: equity, fund interests
- SEC file number: 021-319323

## Issuer

- Name: SM HOLDCO, LLC
- CIK: 0001750311
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2018
- Address: 70 WEST MADISON STREET, SUITE 4600, CHICAGO, IL, 60602
- Phone: (312) 895-1000

## Officers, directors & promoters (20)

| Name | Role | Location |
| --- | --- | --- |
| STEVEN ARMOND | Executive Officer | ADDISON, TX |
| THERESE WAREHAM | Director | NORTHFIELD, IL |
| ADAM ABRAMSON | Director | BOSTON, MA |
| PAIGE TERRA | Executive Officer | ADDISON, TX |
| JOHN GROTTING | Director | RANCHO SANTA FE, CA |
| GRANT DAVIES | Director | ADDISON, TX |
| GRANT DAVIES | Executive Officer | ADDISON, TX |
| HEIDI HUPE | Director | GLENVIEW, IL |
| BRIAN ALEXANDER | Executive Officer | DALLAS, TX |
| CHRIS KRUBERT | Director | LOS ANGELES, CA |
| TANNER SCOTT | Director | CHICAGO, IL |
| BEN CHERESKIN | Director | CHICAGO, IL |
| TIMOTHY SULLIVAN | Director | Austin, TX |
| ELIZABETH BETTEN | Director | CHICAGO, IL |
| DAVID PYLE | Executive Officer | ADDISON, TX |
| ANTHONY ZHU | Director | CHICAGO, IL |
| JAMES POLFREMAN | Director | ADDISON, TX |
| JAMES POLFREMAN | Executive Officer | ADDISON, TX |
| EDWARD BUCKNAM | Executive Officer | ADDISON, TX |
| JOLENE VARNEY | Executive Officer | ADDISON, TX |

## Other filings by this issuer (6)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-08-13](https://search.stillhousedata.com/formd/0001750311-24-000001) | D/A | — | $408.2M |
| [2023-08-11](https://search.stillhousedata.com/formd/0001750311-23-000001) | D/A | — | $383.7M |
| [2022-08-12](https://search.stillhousedata.com/formd/0001750311-22-000001) | D/A | — | $357.6M |
| [2021-08-13](https://search.stillhousedata.com/formd/0001750311-21-000001) | D/A | — | $357.0M |
| [2019-08-14](https://search.stillhousedata.com/formd/0001750311-19-000001) | D/A | — | $329.1M |
| [2018-08-15](https://search.stillhousedata.com/formd/0001750311-18-000001) | D | — | $327.7M |

## More

- [CIK 1750311 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1750311&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001750311-20-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
