Form D · Other Technology
Advisor Credit Exchange, LLC
Berwyn, PA · CIK 0001791474
Offering snapshot reported Jul 13, 2022 · SEC filing
- Reported sold
- $23.7M Offering amount: $23.7M
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $10.5K Reported outside-investor minimum
- First sale
- Jun 30, 2022 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 |
|---|---|---|---|---|---|
| Jul 13, 2022 | Initial | $23,735,954 | No comparison | 8 | SEC filing |
| Jan 13, 2022 | Initial | $3,560,000 | No comparison | 7 | SEC filing |
| Jul 21, 2021 | Initial | $1,000,000 | No comparison | Not reported | SEC filing |
| Nov 12, 2019 | Initial | $3,000,000 | No comparison | 4 | 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
- 021-452196
Source: Form D, filed Jul 13, 2022. 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 |
|---|---|
| Richard Aneser | Director |
| Minh Bui | Executive |
| William Crager | Director |
| Bill Crager | Director |
| Paul Donovan | Executive |
| Nate Einhorn | Executive |
| Paul Hondros | Director |
| Joshua Mayer | Director |
| Suzanne Niemeyer | Executive |
| Thomas Sipp | Director |
| James Sopha | Director |
| Peter Stanton | Executive |
Issuer details
Industry: Other Technology (See others in industry)
Address:
1000 Chesterbrook Blvd., Suite 125
Berwyn, PA, 19312
Berwyn, PA, 19312