Form D · Investing

Cantata Wealth Management, LLC

Coral Gables, FL · CIK 0002051140

Offering snapshot reported Oct 10, 2025 · SEC filing

Reported sold
$1.78M
Offering amount: $2M
Investors reported
7
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 16, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$892K$1.78MFeb 19, 2025: $8,300.00Feb 19, 2025Oct 10, 2025: $1,784,000.00Oct 10, 2025

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$8,300 → $1,784,000
  • Reported investors5 → 7

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 10, 2025Amendment$1,784,000$1,775,700vs Feb 19, 20257SEC filing
Feb 19, 2025Initial$8,300No comparison5SEC filing

Offering details

Securities
Equity, Debt
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-538659

Source: Form D, filed Oct 10, 2025. 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
Kevin Barry Executive
Gregory Cheng Executive

Issuer details

Industry: Investing (See others in industry)

Address:
2525 Ponce De Leon Blvd. Suite 300
Coral Gables, FL, 33158