Data / Form D filings / Portfolio Operating LLC
Portfolio Operating LLC: Form D filing
Portfolio Operating LLC, a commercial real estate company in Bozeman, MT, filed a Form D with the SEC in 2022. The latest, on February 4, 2022, reports $2 million sold of a $2.5 million offering to 10 investors.
Find out what Portfolio Operating LLC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
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Company details from the filing
- Address
- 1924 WEST STEVENS STREET, SUITE 101, Bozeman, MT, 59718
- Phone
- (406) 582-7853
- Industry
- Commercial
- Entity type
- Limited Liability Company
- Incorporated in
- South Dakota
- Year incorporated
- 2021
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1909384
The full lists. Form D filings in Montana: 99 rows, $5, or the new rows each week for $19 a month. Form D filings in Commercial: 4,278 rows, $122.78, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, street, city, state, ZIP and 4 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Feb 4, 2022 | New notice | $2,500,000 | $2,030,000 | $470,000 | 10 | Jan 24, 2022 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Chad Laird | Executive Officer |
Every Form D from the week of Jan 31, 2022 · All recent filings in Montana · All recent Commercial filings
Read from SEC EDGAR. Amount sold is what Portfolio Operating 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.
$10 of credit on sign-up, no card.