Form D · Other Banking and Financial Services

Blooom, Inc.

Leawood, KS · CIK 0001655156

Offering snapshot reported Feb 6, 2017 · SEC filing

Reported sold
$9.15M
Offering amount: $10M
Investors reported
12
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 28, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.57M$9.15MNov 4, 2016: $4,050,001.00Nov 4, 2016Feb 6, 2017: $9,149,997.00Feb 6, 2017

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$4,050,001 → $9,149,997
  • Reported investors5 → 12

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 6, 2017Amendment$9,149,997$5,099,996vs Nov 4, 201612SEC filing
Nov 4, 2016Initial$4,050,001No comparison5SEC filing
Oct 13, 2015Initial$3,649,998No comparison6SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$100K
Finders' fees
$0
Form D file number
021-273859

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Rosenblatt Securities Inc.18377Rosenblatt Securities Inc. · CRD 18377

Source: Form D, filed Feb 6, 2017. 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
Randall Auf Der Heide Executive, Promoter
Matt Burgener Executive
William A. Cilluffo Director
Kevin M. Conard Director, Executive, Promoter
Brent Coonrod Executive
Chris K. Costello Director, Executive, Promoter
Shannon Duncan Executive
Bo Fishback Director
Robert R. O'blennis Executive
Greg Smith Executive

Issuer details

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

Address:
5325 West 115 Th Place
Leawood, KS, 66211