Offerings (SEC Form D)
Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.
Offerings at a glance — 1 offering, 2 filings (one row per SEC file number)
| File no. | Original Form D | Latest filing | Amendments | Offered (latest) | Sold (latest) | Industry (latest) |
|---|
| 021-369428 | Jun 22, 2020 EDGAR ↗ | Jun 23, 2020 D/A EDGAR ↗ | 1 latest Jun 23, 2020 | $500,000,000 | $0 | Other Banking and Financial Services |
Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.
Jun 23, 2020 D/A Other Banking and Financial Services — $0 sold of $500,000,000 · 0 investors EDGAR ↗
| Filing | Form D/A (amendment) filed Jun 23, 2020 · amends 0001815744-20-000001 ↗SEC file no. 021-369428 · accession 0001815744-20-000002 · filing 2 of 2 in this offering |
|---|
| Raise progress | $0 sold of $500,000,000 offered (0%) · $500,000,000 remaining |
|---|
| Filing timing | Date of first sale: Yet to occur · Original Form D filed: Jun 22, 2020 · This amendment (Form D/A) filed: Jun 23, 2020 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
|---|
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jun 23, 2020. Most recent amendment for this offering in our index: this filing, Jun 23, 2020. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
|---|
| Investors | 0 total · includes 0 non-accredited investors |
|---|
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Securities Act Section 4(a)(5) — sales only to accredited investors, up to $5 million, no advertising |
|---|
| Minimum investment accepted | $100,000,000 |
|---|
| Securities offered | Equity; Other: "Rule 144A global cerrtificate #SC07918036, issued 7/31/2019 (""unlisted security"") IMPORTANT NOTICE: This unlisted security is restricted to QIBs only" |
|---|
| Entity details | Organized in NORTH CAROLINA · formed 2020 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
|---|
| Industry | Other Banking and Financial Services |
|---|
| Who is paid to sell it | The Guiles Legacy Trust — no CRD number reported Solicits in: All States |
|---|
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.) |
|---|
| Signed by | Guiles, Brandon T, Trustee (Jun 22, 2020) |
|---|
| Changes vs previous filing | - minimum investment: $500,000,000 (Jun 22, 2020) → $100,000,000 (Jun 23, 2020)
- exemption: Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed (Jun 22, 2020) → Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Securities Act Section 4(a)(5) — sales only to accredited investors, up to $5 million, no advertising (Jun 23, 2020)
- securities offered: Equity (Jun 22, 2020) → Equity; Other: "Rule 144A global cerrtificate #SC07918036, issued 7/31/2019 (""unlisted security"") IMPORTANT NOTICE: This unlisted security is restricted to QIBs only" (Jun 23, 2020)
- may last more than one year: no (Jun 22, 2020) → yes (Jun 23, 2020)
Compared with the D filed Jun 22, 2020 ( EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
|---|
| Market context | Minimum investment: $100,000,000. Typical range for similar offerings: $10,000–$100,000.
Offering size: $500,000,000. Typical range: $2,144,500–$20,220,000.
Investors: 0. Typical range: 2–24."Similar" = Other Banking and Financial Services, Rule 506(b). Based on 1,630 Form D filings 2021–2026 in the same industry and exemption (Other Banking and Financial Services, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 1,037, offering size 1,098, investors 1,368. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
|---|
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
|---|
Jun 22, 2020 D Other Banking and Financial Services — $0 sold of $500,000,000 · 0 investors EDGAR ↗
| Filing | Form D filed Jun 22, 2020SEC file no. 021-369428 · accession 0001815744-20-000001 · filing 1 of 2 in this offering |
|---|
| Raise progress | $0 sold of $500,000,000 offered (0%) · $500,000,000 remaining |
|---|
| Filing timing | Date of first sale: Yet to occur · Form D filed: Jun 22, 2020 Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
|---|
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Jun 23, 2020 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
|---|
| Investors | 0 total · includes 0 non-accredited investors |
|---|
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
|---|
| Minimum investment accepted | $500,000,000 |
|---|
| Securities offered | Equity |
|---|
| Entity details | Organized in NORTH CAROLINA · formed 2020 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
|---|
| Industry | Other Banking and Financial Services |
|---|
| Who is paid to sell it | The Guiles Legacy Trust — no CRD number reported Solicits in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY |
|---|
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 (est.) |
|---|
| Signed by | Brandon T Guiles, Trustee (Jun 22, 2020) |
|---|
| Market context | Minimum investment: $500,000,000. Typical range for similar offerings: $10,000–$100,000.
Offering size: $500,000,000. Typical range: $2,144,500–$20,220,000.
Investors: 0. Typical range: 2–24."Similar" = Other Banking and Financial Services, Rule 506(b). Based on 1,630 Form D filings 2021–2026 in the same industry and exemption (Other Banking and Financial Services, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 1,037, offering size 1,098, investors 1,368. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
|---|
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
|---|
Amendment history — 1 amendment on this page, each compared with the filing before it in the same offering
| Amendment filed | File no. | Compared with | What changed (both values as filed) |
|---|
| Jun 23, 2020 EDGAR ↗ | 021-369428 | Jun 22, 2020 D | minimum investment: $500,000,000 (Jun 22, 2020) → $100,000,000 (Jun 23, 2020) · exemption: Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed (Jun 22, 2020) → Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Securities Act Section 4(a)(5) — sales only to accredited investors, up to $5 million, no advertising (Jun 23, 2020) · securities offered: Equity (Jun 22, 2020) → Equity; Other: "Rule 144A global cerrtificate #SC07918036, issued 7/31/2019 (""unlisted security"") IMPORTANT NOTICE: This unlisted security is restricted to QIBs only" (Jun 23, 2020) · and 1 more (open the filing above) |
Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Jun 23, 2020. Industry as reported, by offering: One offering, reported as Other Banking and Financial Services (Jun 22, 2020).
Key people 1
Officers, directors and promoters the issuer itself named on its Form D. Tap a name for every other deal they are on.
| Name | Relationship | Address state | On filings (first → last) | Also listed on |
|---|
| BG Brandon T Guiles | Promoter Issuer's note: Related person is Trustee and authorized signatory | NC | Jun 22, 2020 → Jun 23, 2020 on 2 of 2 filings listed on the latest filing | — |
Executive officers, directors and promoters as self-reported by the issuer, one row per person. Spellings of the same name (same first and last name, or the same full name that EDGAR split differently into middle and last name) with no conflicting middle initial are shown on one row (none on this issuer); dates and counts come from the filings that list each name. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Connections
No other issuers in our index list the same related persons. Searched: related-person listings on every Form D filing in our index, 2008 → Oct 22, 2026.
Shared address: this business address appears on no other issuer's filings in our index. As of Oct 23, 2026, 5:45 PM ET.
Other offering types (Regulation A and Regulation Crowdfunding)
Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.
Adviser registration (Form ADV)
Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched BTG Trust.
Meta advertising
No Meta Pixel ids or Facebook / Instagram page links on file for BTG Trust as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.
Public profiles
Public profiles official links and public statements, each with its source and date
No website or social profile named in BTG Trust's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #214,499 of 374,652 in line (14 issuers searched so far).
Sources searched for a website: Form C data set (issuer websites as filed), Form ADV data set (Item 1.I of matched advisers) — as of Oct 23, 2026, 11:20 PM ET: none on file for this issuer. The sponsor website, the Internet Archive and GDELT news index are read only once a site is on file; a sponsor's website comes from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim, Form ADV Item 1.I of its matched adviser, or a web search for the issuer name confirmed on the site's own homepage. We never collect personal or family accounts.
Entity standing: not checked (no official programmatic source for NC yet).
Export this report as PDF (all source links + data timestamp) · Premium
Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".
Corrections log
No corrections have been requested for this page.
Filing-to-filing changes are in Amendment history above.