Form D · Other Banking and Financial Services

AltaOne Federal Credit Union

Ridgecrest, CA · CIK 0002028800

Offering snapshot reported Jul 1, 2024 · SEC filing

Reported sold
$9.5M
Offering amount: $20M
Investors reported
4
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 14, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 1, 2024Initial$9,500,000No comparison4SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$400K (estimated)
Finders' fees
$0
Form D file number
021-517542
The Credit Union will pay an amount equal to 2% of the gross proceeds of the Offering as compensation to the placement agents.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Olden Lane Securities, LLC173847

Source: Form D, filed Jul 1, 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.

People and organizations reported in Form D filings
NameReported role
Norman Alexander Director
Jon Colocho Director
Gilbert Cornell Director
Don Cortichiato Director
Phil Fowler Executive
Lloyd Gill Executive
Tim Jacobs Director
Elaine Janson Director
Shirley Kennedy Director
John Little Director
Denise Mattice Executive
Stephanie Sievers Executive
Kelley Vorpahl Director

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
701 S. China Lake Blvd.
Ridgecrest, CA, 93555