Data / Form D filings / Paulson Capital Holding Company, LLC
Paulson Capital Holding Company, LLC: Form D filings
Paulson Capital Holding Company, LLC, an investment banking company in Portland, OR, filed 15 Form D notices with the SEC between 2017 and 2026. The latest, on February 3, 2026, reports $1.5 million sold of a $3.5 million offering to 9 investors.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 10220 SW Greenburg Road, Suite 380, Portland, OR, 97223
- Phone
- (312) 940-8327
- Industry
- Investment Banking
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1715181
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Feb 3, 2026 | New notice | $3,500,000 | $1,500,000 | $2,000,000 | 9 | Jan 23, 2026 | sec.gov |
| Nov 13, 2025 | New notice | $1,300,000 | $1,300,000 | 1 | Oct 31, 2025 | sec.gov | |
| Nov 13, 2025 | Amendment | $12,000,000 | $7,035,000 | $4,965,000 | 27 | Jun 19, 2025 | sec.gov |
| Jun 23, 2025 | New notice | $12,000,000 | $4,510,000 | $7,490,000 | 14 | Jun 19, 2025 | sec.gov |
| May 13, 2025 | Amendment | $10,000,000 | $7,073,000 | $2,927,000 | 12 | Sep 20, 2024 | sec.gov |
| Dec 31, 2024 | Amendment | $10,000,000 | $2,450,000 | $7,550,000 | 5 | Sep 20, 2024 | sec.gov |
| Sep 20, 2024 | New notice | $10,000,000 | $900,000 | $9,100,000 | 2 | Sep 20, 2024 | sec.gov |
| Nov 8, 2023 | Amendment | $5,000,000 | $4,175,000 | $825,000 | 13 | Jul 31, 2023 | sec.gov |
| Aug 15, 2023 | New notice | $5,000,000 | $1,250,000 | $3,750,000 | 3 | Jul 31, 2023 | sec.gov |
| Jun 22, 2020 | New notice | $5,000,000 | $850,000 | $4,150,000 | 3 | Jun 19, 2020 | sec.gov |
| Nov 5, 2019 | New notice | $10,000,000 | $1,225,000 | $8,775,000 | 9 | Oct 24, 2019 | sec.gov |
| Jan 7, 2019 | New notice | Indefinite | $550,000 | 2 | Dec 13, 2018 | sec.gov | |
| Jul 2, 2018 | Amendment | $2,000,000 | $1,557,059 | $442,941 | 10 | Jul 31, 2017 | sec.gov |
| Apr 25, 2018 | Amendment | $2,000,000 | $1,107,059 | $892,941 | 7 | Jul 31, 2017 | sec.gov |
| Aug 21, 2017 | New notice | $2,000,000 | $757,058 | $1,242,942 | 5 | Jul 31, 2017 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Trent Davis | Executive Officer | CEO |
Every Form D from the week of Feb 2, 2026 · All recent filings in Oregon · All recent Investment Banking filings
Read from SEC EDGAR. Amount sold is what Paulson Capital Holding Company, 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.