Form D · Other Banking and Financial Services
CFG Merchant Solutions, LLC
New York City, NY · CIK 0001967108
Offering snapshot reported Mar 19, 2024 · SEC filing
- Reported sold
- $10M Offering amount: $10M
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Mar 4, 2024 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 |
|---|---|---|---|---|---|
| Mar 19, 2024 | Initial | $10,000,000 | No comparison | 4 | SEC filing |
| Feb 28, 2023 | Initial | $20,000,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $400K
- Finders' fees
- $400K
- Form D file number
- 021-508057
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Brean Capital, LLC | 23723 |
Source: Form D, filed Mar 19, 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.
| Name | Reported role |
|---|---|
| Andrew Coon | Director, Executive |
| William Gallagher | Director, Executive |
| Richard Polgar | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
180 Maiden Lane 15 Th Floor
New York City, NY, 10038
New York City, NY, 10038