Capital Flow Monitor · Sponsors · CIK 815917
JONES FINANCIAL COMPANIES LLLP
12555 MANCHESTER ROAD, DES PERES, MO, 63131 · 3145152000
Other Banking and Financial Services · Other· inc. MISSOURI true
Fit score
—
Offering
$39.2M
Sold
$39.2M
% sold
100.0%
Investors
68
Min investment
$0
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-07-07 | D | 506(b) | $1.8M | $1.8M | 100.0% | 1 | EDGAR ↗ |
| 2026-06-11 | D | 506(b) | $725K | $725K | 100.0% | 2 | EDGAR ↗ |
| 2026-05-05 | D | 506(c) | $680K | $675K | 99.3% | 135 | EDGAR ↗ |
| 2026-03-11 | D | 506(b) | $325K | $325K | 100.0% | 1 | EDGAR ↗ |
| 2026-01-13 | D ·current | 506(b) | $39.2M | $39.2M | 100.0% | 68 | EDGAR ↗ |
| 2026-01-08 | D | 506(c) | — | $0 | — | 4,721 | EDGAR ↗ |
| 2025-09-25 | D | 506(c) | $19.4M | $13.0M | 66.7% | 1,084 | EDGAR ↗ |
| 2025-07-09 | D | 506(b) | $1.5M | $1.5M | 100.0% | 2 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Penny Pennington — Executive Officer, Des Peres, MO
- Kristin M Johnson — Executive Officer, Des Peres, MO
- Andrew T Miedler — Executive Officer, Des Peres, MO
- David Barry Chubak — Executive Officer, Des Peres, MO
- David Alexander Gunn — Executive Officer, Mississauga, A6
- Keir Devon Gumbs — Executive Officer, Des Peres, MO
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.