Data / Form D filings / Advisor Circle Inc
Advisor Circle Inc: Form D filings
Advisor Circle Inc, a company in Marlborough, MA, filed 3 Form D notices with the SEC between 2021 and 2024. The latest, on April 8, 2024, reports $1 million sold of a $1 million offering to 3 investors.
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Company details from the filing
- Address
- 11 Apex Drive, Suite 300A, Marlborough, MA, 01752
- Phone
- (978) 419-1089
- Industry
- Other
- Entity type
- Corporation
- Incorporated in
- Delaware
- Year incorporated
- 2020
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1838822
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Apr 8, 2024 | New notice | $1,042,500 | $1,042,500 | 3 | Jan 17, 2024 | sec.gov | |
| Mar 22, 2022 | New notice | $1,500,000 | $1,500,000 | 1 | Mar 7, 2022 | sec.gov | |
| Jul 30, 2021 | New notice | $1,487,327 | $1,487,327 | 4 | Dec 21, 2020 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| William Sweet | Executive Officer | |
| Ian Lansdell | Director | |
| Matthew Hougan | Director | |
| Matthew Middleton | Executive Officer, Director |
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Every Form D from the week of Apr 8, 2024 · All recent filings in Massachusetts · All recent Other filings
Read from SEC EDGAR. Amount sold is what Advisor Circle Inc reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.