Data / Form D filings / CNote Group, Inc.
CNote Group, Inc.: Form D filings
CNote Group, Inc., a financial services company in Oakland, CA, filed 21 Form D notices with the SEC between 2016 and 2026. The latest, on April 27, 2026, reports $8 million sold of an offering with no set size to 29 investors.
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Company details from the filing
- Address
- 2323 BROADWAY, Oakland, CA, 94612
- Phone
- (800) 449-6275
- Industry
- Other Banking and Financial Services
- Entity type
- Other
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1683145
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Amendment | Indefinite | $7,969,999 | 29 | Jun 11, 2024 | sec.gov | |
| Apr 27, 2026 | Amendment | Indefinite | $17,442,547 | 74 | Jan 8, 2024 | sec.gov | |
| Apr 27, 2026 | New notice | Indefinite | $8,000,000 | 1 | Apr 16, 2026 | sec.gov | |
| Jun 16, 2025 | Amendment | Indefinite | $3,729,999 | 15 | Jun 11, 2024 | sec.gov | |
| Jun 16, 2025 | Amendment | Indefinite | $11,966,181 | 59 | Jan 8, 2024 | sec.gov | |
| Aug 26, 2024 | New notice | $500,000 | $500,000 | 1 | Aug 17, 2024 | sec.gov | |
| Aug 13, 2024 | New notice | Indefinite | $100,000 | 1 | Aug 13, 2024 | sec.gov | |
| Jul 11, 2024 | New notice | Indefinite | $77,169 | 1 | Jul 7, 2024 | sec.gov | |
| May 30, 2024 | New notice | Indefinite | $1,101,646 | 3 | May 17, 2024 | sec.gov | |
| Apr 23, 2024 | New notice | Indefinite | $301,991 | 5 | Apr 14, 2024 | sec.gov | |
| Mar 11, 2024 | New notice | Indefinite | $212,545 | 2 | Mar 6, 2024 | sec.gov | |
| Jan 23, 2024 | New notice | Indefinite | $263,458 | 3 | Jan 8, 2024 | sec.gov | |
| Sep 16, 2022 | New notice | $7,249,999 | $7,249,999 | 24 | Aug 31, 2022 | sec.gov | |
| Sep 15, 2020 | New notice | $3,500,000 | $3,004,600 | $495,400 | 13 | Aug 25, 2020 | sec.gov |
| Jul 14, 2020 | Amendment | $1,725,660 | $1,725,660 | 25 | Dec 18, 2018 | sec.gov | |
| Jan 30, 2020 | Amendment | Indefinite | $13,521,385 | 307 | Feb 1, 2017 | sec.gov | |
| Jan 24, 2020 | New notice | $1,100,660 | $1,100,660 | 22 | Dec 18, 2018 | sec.gov | |
| Oct 9, 2018 | Amendment | Indefinite | $1,619,500 | 41 | Oct 5, 2016 | sec.gov | |
| Feb 16, 2017 | New notice | Indefinite | $51,000 | 2 | Feb 1, 2017 | sec.gov | |
| Dec 23, 2016 | New notice | $1,000,000 | $105,000 | $895,000 | 4 | Oct 5, 2016 | sec.gov |
| Aug 31, 2016 | New notice | Indefinite | $75,000 | 5 | Aug 22, 2016 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Catherine Berman | Executive Officer, Director | |
| Yuliya Tarasava | Executive Officer, Director | |
| David Miles | Director | |
| Amber Porter | Director |
Other financial services companies in California that filed recently
- Water & Power Community Credit Union $8 million · Oct 27, 2026
- Hourglass Finance LLC $3 million · Oct 21, 2026
- TORYQAN Global, Inc $100,000 · Oct 19, 2026
- PFDPRO MANAGEMENT FUND, LLC $28.4 million · Oct 9, 2026
- Remnant Financial Foundation, Inc. $2 million · Oct 7, 2026
- PFD Management Fund 1002, LLC $4.7 million · Oct 7, 2026
Every Form D from the week of Apr 27, 2026 · All recent filings in California · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what CNote 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.