Data / Form D filings / CAMBRIDGE INVESTMENT GROUP, INC.
CAMBRIDGE INVESTMENT GROUP, INC.: Form D filings
CAMBRIDGE INVESTMENT GROUP, INC., a financial services company in Fairfield, IA, filed 5 Form D notices with the SEC between 2013 and 2026. The latest, on July 28, 2026, reports $17.8 million sold of a $100 million offering to 155 investors.
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Company details from the filing
- Address
- 1776 PLEASANT PLAIN RD., Fairfield, IA, 52556
- Phone
- (641) 472-5100
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Iowa
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1577329
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | Amendment | $100,000,000 | $17,824,605 | $82,175,395 | 155 | Dec 31, 2023 | sec.gov |
| Mar 18, 2026 | New notice | $100,000,000 | $14,845,959 | $85,154,041 | 146 | Dec 31, 2023 | sec.gov |
| Mar 19, 2024 | New notice | $100,000,000 | $6,308,400 | $93,691,600 | 82 | Dec 31, 2023 | sec.gov |
| Jun 25, 2013 | Amendment | $11,820,000 | $3,457,000 | $8,363,000 | 30 | May 6, 2013 | sec.gov |
| May 20, 2013 | New notice | $11,820,000 | $1,055,000 | $10,765,000 | 10 | May 6, 2013 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Eric Schwartz | Executive Officer, Director | Director; Executive Co-Chairman |
| Amy Webber | Executive Officer, Director | Director, Executive Co-Chairman, Chief Executive Officer |
| Colleen Bell | Executive Officer, Director | Director; President, Innovation and Experience |
| Jeffrey Vivacqua | Executive Officer, Director | Director; President, Growth and Development |
| Seth Miller | Executive Officer, Director | Director; President, Advocacy and Administration; General Counsel |
| Ryan Boen | Executive Officer | Executive Vice President, Chief Financial Officer |
| Sean Van Moorleghem | Executive Officer | Executive Vice President, Chief Technology Officer |
| Valarie Vest | Executive Officer | Executive Vice President, Chief Experience Officer |
| Tammy Robbins | Executive Officer | Executive Vice President, Chief Business Development Officer |
| Andrea Shafer | Executive Officer | Executive Vice President, Chief Supervision Officer |
| Gregory Turner | Executive Officer | Executive Vice President, Consulting Services |
Other financial services companies in Iowa that filed recently
- Growers Edge Financial, Inc. $9.6 million · Oct 8, 2026
- FSB Financial Services, Inc. $9.9 million · Sep 8, 2026
Every Form D from the week of Jul 27, 2026 · All recent filings in Iowa · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what CAMBRIDGE INVESTMENT GROUP, 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.