Data / Form D filings / Cantata Wealth Management, LLC
Cantata Wealth Management, LLC: Form D filings
Cantata Wealth Management, LLC, an investing company in Coral Gables, FL, filed 2 Form D notices with the SEC in 2025. The latest, on October 10, 2025, reports $1.8 million sold of a $2 million offering to 7 investors.
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Company details from the filing
- Address
- 2525 PONCE DE LEON BLVD., SUITE 300, Coral Gables, FL, 33158
- Phone
- (844) 226-8282
- Industry
- Investing
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2024
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2051140
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Oct 10, 2025 | Amendment | $2,000,000 | $1,784,000 | $216,000 | 7 | May 16, 2024 | sec.gov |
| Feb 19, 2025 | New notice | $2,000,000 | $8,300 | $1,991,700 | 5 | May 16, 2024 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Kevin Barry | Executive Officer | |
| Gregory Cheng | Executive Officer |
Other investing companies in Florida that filed recently
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- Blackstone Investment Group LLC $560,698 · Oct 9, 2026
- LC CAPITAL PARTNERS III LLC $200,000 · Oct 2, 2026
- SEGLO PRIVATE CREDIT & OPPORTUNITY FUND LLC $5.8 million · Sep 22, 2026
Every Form D from the week of Oct 6, 2025 · All recent filings in Florida · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Cantata Wealth Management, LLC 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.