Form D · Other Banking and Financial Services

Bolstr Financial Services, LLC

Chicago, IL · CIK 0001663302

Offering snapshot reported Jun 28, 2016 · SEC filing

Reported sold
$1.39M
Offering amount: $500M
Investors reported
63
Form D · investor count
Minimum accepted
$2.5K
Reported outside-investor minimum
First sale
Nov 20, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$696K$1.39MJan 19, 2016: $370,000.00Jan 19, 2016Jun 28, 2016: $1,392,500.00Jun 28, 2016

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$370,000 → $1,392,500
  • Reported investors20 → 63

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 28, 2016Amendment$1,392,500$1,022,500vs Jan 19, 201663SEC filing
Jan 19, 2016Initial$370,000No comparison20SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-255415

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANone

Source: Form D, filed Jun 28, 2016. 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
Larry O'dell Baker Director, Executive
N/A N/A Bolstr, Inc Promoter
Michelle A. Dreyer Director
Julia A. Mc Cullough Director
Charles Alexander Tribbett Director, Executive

Issuer details

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

Address:
1046 Kinzie Street, Suite 300
Chicago, IL, 60642