Form D · Other
Advisor Circle Inc
Marlborough, MA · CIK 0001838822
Offering snapshot reported Apr 8, 2024 · SEC filing
- Reported sold
- $1.04M Offering amount: $1.04M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 17, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 8, 2024 | Initial | $1,042,500 | No comparison | 3 | SEC filing |
| Mar 22, 2022 | Initial | $1,500,000 | No comparison | 1 | SEC filing |
| Jul 30, 2021 | Initial | $1,487,327 | No comparison | Not reported | 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
- 021-509952
Source: Form D, filed Apr 8, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Matthew Hougan | Director |
| Ian Lansdell | Director |
| Matthew Middleton | Director, Executive |
| William Sweet | Executive |
Issuer details
Industry: Other (See others in industry)
Address:
11 Apex Drive Suite 300 A
Marlborough, MA, 01752
Marlborough, MA, 01752