Data / Form D filings / Collective Financial Services Inc.
Collective Financial Services Inc.: Form D filings
Collective Financial Services Inc., a company in San Francisco, CA, filed 3 Form D notices with the SEC between 2020 and 2024. The latest, on January 11, 2024, reports $200,000 sold of a $2.1 million offering to 3 investors.
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Company details from the filing
- Address
- 149 NEW MONTGOMERY STREET, SUITE 524, San Francisco, CA, 94105
- Phone
- (415) 849-6511
- Industry
- Other
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1830616
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jan 11, 2024 | New notice | $2,100,000 | $200,000 | $1,900,000 | 3 | Dec 28, 2023 | sec.gov |
| Jul 14, 2023 | New notice | $4,000,000 | $1,200,000 | $2,800,000 | 4 | Jun 28, 2023 | sec.gov |
| Nov 2, 2020 | New notice | $10,000,000 | $7,389,992 | $2,610,008 | 9 | Oct 21, 2020 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Eric Joseph Kim | Director | |
| Christopher Philip Lotz | Executive Officer, Director | |
| Daniel Joseph Di Spaltro | Executive Officer, Director |
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Every Form D from the week of Jan 8, 2024 · All recent filings in California · All recent Other filings
Read from SEC EDGAR. Amount sold is what Collective Financial Services 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.