Data / Form D filings / Corporate Financial Partners LLC
Corporate Financial Partners LLC: Form D filings
Corporate Financial Partners LLC, a financial services company in Laguna Hills, CA, filed 4 Form D notices with the SEC between 2020 and 2024. The latest, on September 11, 2024, reports $14.5 million sold of an offering with no set size to 45 investors.
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Company details from the filing
- Address
- 23382 MILL CREEK DRIVE, SUITE 115, Laguna Hills, CA, 92653
- Phone
- (888) 545-1595
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- California
- Revenue range
- $1,000,001 - $5,000,000
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1827438
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 11, 2024 | Amendment | Indefinite | $14,451,414 | 45 | Oct 8, 2020 | sec.gov | |
| Aug 11, 2023 | Amendment | Indefinite | $14,885,461 | 47 | Oct 8, 2020 | sec.gov | |
| Jun 1, 2022 | Amendment | Indefinite | $14,249,432 | 47 | Oct 8, 2020 | sec.gov | |
| Oct 8, 2020 | New notice | Indefinite | $13,225,500 | 44 | Mar 1, 2018 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Carl Heaton | Executive Officer, 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 Sep 9, 2024 · All recent filings in California · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Corporate Financial Partners 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.