Data / Form D filings / CapShift LLC
CapShift LLC: Form D filings
CapShift LLC, a financial services company in Newton, MA, filed 5 Form D notices with the SEC between 2018 and 2024. The latest, on July 24, 2024, reports $2.7 million sold of a $3 million offering to 14 investors.
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Company details from the filing
- Address
- 15 SPENCER STREET, Newton, MA, 02465
- Phone
- (617) 865-5096
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1736816
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 24, 2024 | New notice | $3,000,000 | $2,677,887 | $322,113 | 14 | Jul 16, 2024 | sec.gov |
| Feb 21, 2023 | New notice | $3,000,000 | $22,500 | $2,977,500 | 2 | Feb 9, 2023 | sec.gov |
| Apr 19, 2021 | New notice | $6,000,000 | $4,905,000 | $1,095,000 | 32 | Apr 15, 2021 | sec.gov |
| Jul 12, 2018 | New notice | $3,559,000 | $3,234,827 | $324,173 | 21 | Jul 3, 2018 | sec.gov |
| May 2, 2018 | New notice | $2,500,000 | $1,900,000 | $600,000 | 11 | Apr 20, 2018 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Liz Sessler | Executive Officer | |
| Charles Ewald | Director | |
| Dana Bezerra | Director | |
| Mark Cirilli | Director | |
| Adam Rein | Executive Officer | |
| Jacques Perold | Director | |
| Michael Ferrante | Director |
Every Form D from the week of Jul 22, 2024 · All recent filings in Massachusetts · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what CapShift 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.