Form D · Other Banking and Financial Services
CI Private Wealth US, LLC
Toronto, A6 · CIK 0001905974
Offering snapshot reported Jan 21, 2022 · SEC filing
- Reported sold
- $0 Indefinite offering
- Investors reported
- 183 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 1, 2022 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 21, 2022 | Initial | $0 | No comparison | 183 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-430438
Source: Form D, filed Jan 21, 2022. 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 |
|---|---|
| Edward Kelterborn | Executive |
| Amit Muni | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
C/O Ci Financial Corp 15 York Street, 2 Nd Floor
Toronto, A6, M5J 0A3
Toronto, A6, M5J 0A3