Form D · Insurance
Advantage Insurance Inc.
San Juan, PR · CIK 0001714763
Offering snapshot reported Oct 1, 2026 · SEC filing
- Reported sold
- $1.23M Offering amount: $1.23M
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 1, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 1, 2026 | Initial | $1,228,988 | No comparison | 5 | SEC filing |
| Oct 1, 2024 | Initial | $595,722 | No comparison | 7 | SEC filing |
| Nov 8, 2023 | Initial | $1,240,280 | No comparison | 7 | SEC filing |
| Sep 14, 2023 | Amendment | $240,562,488 | $1,499,988vs Mar 31, 2021 | 195 | SEC filing |
| Mar 31, 2021 | Initial | $239,062,500 | No comparison | 194 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-599663
Source: Form D, filed Oct 1, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Dunkin Allison | Director |
| William C. Buell | Director, Executive |
| Douglas M. Chertok | Director |
| John B. Helmers | Director |
| Walter C. Keenan | Director, Executive |
| R. Marshall Merriman | Director |
| David J. Rosenblum | Director |
| Denise Sadowski | Director |
| Eric J. Schneider | Director, Executive |
| Gary D. Witherspoon | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
250 Munoz Rivera Avenue, Suite 710
San Juan, PR, 00918
Phone: 7877052900
San Juan, PR, 00918
Phone: 7877052900