Skip to the page

Data / Form D filings / Portfolium, Inc.

Portfolium, Inc.: Form D filings

Portfolium, Inc., a technology company in San Diego, CA, filed 5 Form D notices with the SEC between 2014 and 2017. The latest, on December 1, 2017, reports $368,196 sold of a $2 million offering to 1 investor.

Find out what Portfolium, Inc. does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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
750 B STREET, San Diego, CA, 92101
Phone
(805) 341-4079
Industry
Other Technology
Entity type
Corporation
Incorporated in
Delaware
Year incorporated
2014
Revenue range
Decline to Disclose
Exemptions claimed
Rule 506(b)
SEC identifier (CIK)
1610831

The full lists. Form D filings in California: 5,891 rows, $138.91, or the new rows each week for $19 a month. Form D filings in Other Technology: 8,166 rows, $161.66, or the new rows each week for $19.25 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.

Get the first 200 rows free

Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Dec 1, 2017New notice$2,000,000$368,196$1,631,8041Nov 20, 2017sec.gov
Sep 20, 2016New notice$6,650,527$6,650,527$022Sep 14, 2016sec.gov
Sep 22, 2015New notice$1,200,000$1,195,000$5,00016Jul 20, 2015sec.gov
Jul 17, 2014Amendment$894,999$894,999$017Jun 9, 2014sec.gov
Jun 16, 2014New notice$750,000$614,999$135,00111Jun 9, 2014sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
Allison LongDirector
Houman HaghighiDirector
Arrun KapoorDirector
Adam MarkowitzExecutive Officer, Director

Other technology companies in California that filed recently

Every Form D from the week of Nov 27, 2017 · All recent filings in California · All recent Other Technology filings

Read from SEC EDGAR. Amount sold is what Portfolium, Inc. 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.