Form D · Other Banking and Financial Services

CARY STREET PARTNERS FINANCIAL LLC

Richmond, VA · CIK 0001475045

Offering snapshot reported Oct 25, 2024 · SEC filing

Reported sold
$1.84M
Offering amount: $1.84M
Investors reported
7
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 14, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$921K$1.84MJun 17, 2024: $480,000.00Jun 17, 2024Aug 2, 2024: $931,137.00Aug 2, 2024Oct 25, 2024: $1,841,137.00Oct 25, 2024

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$931,137 → $1,841,137
  • Reported investors4 → 7

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 25, 2024Amendment$1,841,137$910,000vs Aug 2, 20247SEC filing
Aug 2, 2024Amendment$931,137$451,137vs Jun 17, 20244SEC filing
Jun 17, 2024Initial$480,000No comparison2SEC filing
Nov 8, 2023Amendment$1,250,000$299,998vs Apr 28, 20233SEC filing
Apr 28, 2023Initial$950,002No comparison2SEC filing
Jul 20, 2022Initial$600,015No comparison1SEC filing
Jun 30, 2022Initial$27,965,000No comparison2SEC filing
Apr 18, 2022Initial$958,000No comparison1SEC filing
Jun 30, 2021Initial$300,000No comparisonNot reportedSEC filing
Jun 30, 2020Initial$2,250,000No comparison3SEC filing
Jul 19, 2019Amendment$3,469,513$3,369,513vs Mar 13, 201921SEC filing
May 1, 2019Initial$2,724,863No comparison1SEC filing
Mar 13, 2019Initial$100,000No comparison1SEC filing
Aug 15, 2017Initial$1No comparison1SEC filing
May 1, 2017InitialYet to sellNo comparison0SEC filing
Jul 27, 2016Amendment$4,106,400$3,606,400vs Sep 18, 201413SEC filing
Sep 18, 2014Initial$500,000No comparison1SEC filing
Mar 12, 2013Initial$1,365,200No comparison8SEC filing
Nov 20, 2009Initial$1,500,000No comparison2SEC 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
021-516243
The offering amount represents the value of securities issued or to be issued by the Issuer in consideration for services or property contributed by service providers.

Source: Form D, filed Oct 25, 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
Marshall A Acuff Director
A. Marshall Acuff Director
Walter D. Bayne Executive
Anson H. Beard Director, Executive
Joseph M. Brower Director, Executive
Kip R. Caffey Director, Executive
Max C. Chapman Jr. Director
Hsueh Liang Chen Executive
Sean P. Crawford Executive
Wesley H. Gallup Executive
Mark M. Gambill Director, Executive
Paige W. Garrigan Executive
Palmer P. Garson Director
Benjamin C. Halliburton Director, Executive
Richard M. Hazel Director
Thomas O. Herrick Executive
Timothy Leath Director
Wendy G. Rogers Director
Matthew L. Rubin Executive
Joseph R. Schmuckler Director, Executive
Derron S. Slonecker Director
Brian E. Smith Director
Elizabeth L. Stagg Executive
Douglas G. Stewart Director, Executive
Katherine Stockton Director
Maria P. Tedesco Director
James E. Thomas Director
Jessica L. Thompson Executive
Thomas H. Tullidge Director, Executive
Thomas H. Tullidge Jr. Director, Executive
Kara M. Valentine Executive

Issuer details

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

Address:
901 East Byrd Street Suite 1001
Richmond, VA, 23219