Data / Form D filings / Ownership Financial LLC
Ownership Financial LLC: Form D filings
Ownership Financial LLC, a financial services company in Denver, CO, filed 4 Form D notices with the SEC between 2020 and 2023. The latest, on May 2, 2023, reports $4 million sold of a $5 million offering to 22 investors.
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Company details from the filing
- Address
- 3001 BRIGHTON BLVD, SUITE 732, Denver, CO, 80216
- Phone
- (720) 647-3103
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Colorado
- Year incorporated
- 2018
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 504
- SEC identifier (CIK)
- 1803668
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| May 2, 2023 | Amendment | $5,000,000 | $4,040,292 | $959,708 | 22 | Feb 13, 2020 | sec.gov |
| Apr 6, 2022 | Amendment | $5,000,000 | $4,040,292 | $959,708 | 22 | Feb 13, 2020 | sec.gov |
| Mar 11, 2021 | Amendment | $5,000,000 | $2,440,292 | $2,559,708 | 11 | Feb 13, 2020 | sec.gov |
| Feb 19, 2020 | New notice | $5,000,000 | $1,000,000 | $4,000,000 | 1 | Feb 13, 2020 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Christopher Tamm | Executive Officer |
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Every Form D from the week of May 1, 2023 · All recent filings in Colorado · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Ownership Financial 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.