# 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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## The full lists

This record is a row of these lists. 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.

- [Form D filings in Montana](https://specstream.ai/data/form-d/state/montana): 99 rows, by operating companies, filed since November 1, 2024, $5, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/montana
- [Form D filings in Commercial](https://specstream.ai/data/form-d/industry/commercial): 4,278 rows, by operating companies, filed since November 1, 2024, $122.78, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/commercial

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: 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

## 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](https://www.sec.gov/Archives/edgar/data/1909384/000190938422000001/0001909384-22-000001-index.htm) |

## 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](https://specstream.ai/data/form-d/week/2022-01-31) · [All recent filings in Montana](https://specstream.ai/data/form-d/state/montana) · [All recent Commercial filings](https://specstream.ai/data/form-d/industry/commercial)

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](https://creativecommons.org/licenses/by/4.0/).