Data / Form D filings / Portside Wealth Group, LLC
Portside Wealth Group, LLC: Form D filing
Portside Wealth Group, LLC, an investing company in Provo, UT, filed a Form D with the SEC in 2023. The latest, on May 31, 2023, reports $412,500 sold of a $500,000 offering to 14 investors.
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Company details from the filing
- Address
- 3507 N UNIVERSITY AVE, SUITE 150, Provo, UT, 84604
- Phone
- (385) 412-1222
- Industry
- Investing
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1978608
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| May 31, 2023 | New notice | $500,000 | $412,500 | $87,500 | 14 | May 17, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Daniel Blake | Director | |
| Will Snider | Director | |
| Staci Compagno | Director |
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Every Form D from the week of May 29, 2023 · All recent filings in Utah · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Portside Wealth Group, 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.