UNITED CAPITAL FINANCIAL PARTNERS, LLC
Profile
Company Names
UNITED CAPITAL FINANCIAL PARTNERS, LLC
UNITED CAPITAL FINANCIAL PARTNERS INC.
Addresses
125 E. JOHN CARPENTER FRWY, SUITE 1300, IRVING, TX 75062
125 E. JOHN CARPENTER FRWY, SUITE 1200, IRVING, TX 75062
500 NEWPORT CENTER DRIVE, SECOND FLOOR, NEWPORT BEACH, CA 92660
Phone Numbers
972-822-2055
949-999-8500
Entity Type:
LIMITED LIABILITY COMPANY
Industry:
INVESTING
Year Incorporated:
2009
State Incorporated:
DELAWARE
Total Amount Raised:
$186,962,237.00
Number of Funding Rounds:
6
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
6
2025-12-19
$1,413,586.00
$1,413,586.00
$0.00
Equity
5
2025-11-10
$150,703,306.00
$150,703,306.00
$0.00
Equity
4
2025-08-22
$10,000,000.00
$10,000,000.00
$0.00
Equity
3
2025-03-01
$27,750.00
$27,750.00
$0.00
Equity
2
2024-04-12
$9,817,582.00
INDEFINITE
INDEFINITE
Equity
1
2009-08-12
$15,000,013.00
$15,000,013.00
$0.00
Equity
People
First Name
Middle Name
Last Name
Titles
Related Companies
MARIE
CAMPION
EXECUTIVE OFFICER
SONJA
LARIMORE
EXECUTIVE OFFICER
BRIAN
MCDOWELL
EXECUTIVE OFFICER
ROB
MLENEK
EXECUTIVE OFFICER, DIRECTOR
JAMES
RIVERS
EXECUTIVE OFFICER
MELROY
SALDANHA
EXECUTIVE OFFICER
JONATHAN
SEILER
EXECUTIVE OFFICER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
