Form D · Other
Cash Mgt Solutions, LLC
Summit, NJ · CIK 0001940714
Offering snapshot reported Jan 12, 2026 · SEC filing
- Reported sold
- $450K Offering amount: $450K
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 19, 2025 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 12, 2026 | Initial | $450,000 | No comparison | 6 | SEC filing |
| Aug 2, 2022 | Initial | $425,000 | No comparison | 4 | SEC 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
- 021-569620
Source: Form D, filed Jan 12, 2026. 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.
| Name | Reported role |
|---|---|
| E. Perot Bissell | Director, Executive |
| Robert Marc Chefitz | Director, Executive |
| Annie Lan | Director, Executive |
| Francis J. Leto | Director |
| Mark T. Mc Grath, Sr. | Director, Executive |
| Thomas Raftery | Executive |
Issuer details
Industry: Other (See others in industry)
Address:
35 Beechwood Road Suite 2 A
Summit, NJ, 07901
Summit, NJ, 07901