Venture

Wheels Up Partners Holdings LLC

Latest Form D 2019-08-16
  • CIK 1585103
  • State NY
  • Other Travel
  • 7 Form D offerings since 2013-11-12
Total sold
$522M
across 7 offerings
Rounds
7
Form D offerings since 2013-11-12
Latest round
$128M
2019-08-16 · 021-346830
Investors
140
on the latest round

Connected

named in its Form D filings

Round timeline

amount sold · by first filed
2019-08-16 · $128M
  1. 2013-11-12$55.7M021-206091
  2. 2015-10-02$96.6M021-248704
  3. 2016-06-13$121M021-264888
  4. 2017-01-06$3M021-277871
  5. 2017-02-24$300K021-281313
  6. 2017-10-12$117M021-296556
  7. 2019-08-16$128M021-346830

Hover a dot or row, or tab through the dots · bars scaled to the largest round ($128M)

Form D offerings

One line per offering, amendments folded in, newest first

Form D offerings
FileFirst filedLatestSoughtSoldInvestorsExemptions
021-346830First filed2019-08-16Latest2019-08-16Sought$128MSold$128MInvestors140Exemptions506(b)
021-296556First filed2017-10-12Latest2017-10-12Sought$117MSold$117MInvestors243Exemptions506(b)
021-281313First filed2017-02-24Latest2017-02-24Sought$300KSold$300KInvestors2Exemptions506(b)
021-277871First filed2017-01-06Latest2017-01-06Sought$3MSold$3MInvestors5Exemptions506(b)
021-264888First filed2016-06-13Latest2016-06-13Sought$121MSold$121MInvestors43Exemptions506(b)
021-248704First filed2015-10-02Latest2016-02-26Sought$115MSold$96.6MInvestors192Exemptions506(b)
021-206091First filed2013-11-12Latest2014-01-06Sought$70MSold$55.7MInvestors238Exemptions506(b)
Who backs Wheels Up Partners Holdings LLC, inferred from co-filings, and every Form D as filedSee plans

People

Named in Item 3 of its latest Form D, filed 2019-08-16

Related persons
NameRelationshipClarification
Kenneth DichterRelationshipExecutive Officer, DirectorClarificationDirector; Chief Executive Officer
Kenneth NapolitanoRelationshipExecutive OfficerClarificationChief Sales Officer
Henry SchacharRelationshipExecutive OfficerClarificationChief of Staff
Kate O'MalleyRelationshipExecutive OfficerClarificationSenior Vice President, Legal & Corporate Development
Byron Dan Crowe, J.rRelationshipExecutive OfficerClarificationChief Information Officer
Eric JacobsRelationshipExecutive OfficerClarificationChief Financial Officer
Jason K. HorowitzRelationshipExecutive OfficerClarificationChief Operating Officer
David Jason AdelmanRelationshipDirectorClarificationDirector
Timothy Martin ArmstrongRelationshipDirectorClarificationDirector
Chih CheungRelationshipDirectorClarificationDirector
Alan GoldfarbRelationshipDirectorClarificationDirector
Brian RadeckiRelationshipDirectorClarificationDirector

Sales compensation

Named in Item 12 of its Form D filings

Sales compensation recipients
RecipientCRDBroker-dealerOfferings
Jefferies LLCCRD2347Broker-dealer—Offerings2
BTIG, LLCCRD122225Broker-dealer—Offerings1
Goldman Sachs & Co. LLCCRD361Broker-dealer—Offerings1
Jeffries LLCCRD2347Broker-dealer—Offerings1
UBS Securities LLCCRD7654Broker-dealer—Offerings1

Facts

As its latest Form D states them

Industry
Other Travel
State
New York (NY)
Exemptions
Rule 506(b)
First filed
2013-11-12
Latest filing
2019-08-16
Minimum investment
$5.4K

Form D names a startup's officers and directors, not its investors. The dashboard infers them — the venture funds whose own filings and people overlap this company's rounds — and lays every Form D and amendment it filed beside the totals above.

  • Inferred investors — the funds and firms behind it, from co-filings and shared people
  • Every Form D and amendment as filed, with what each one stated
  • Its rounds in sequence: the gap between them and whether they grew
  • Everyone its filings name, linked to their other companies, with its addresses and phone numbers

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See plans

External link: SEC Filings ↗