Form D · Business Services

Climate First Bancorp, Inc.

Winter Park, FL · CIK 0002030207

Offering snapshot reported Jun 10, 2026 · SEC filing

Reported sold
$67.5M
Offering amount: $67.5M
Investors reported
237
Form D · investor count
Minimum accepted
$72
Reported outside-investor minimum
First sale
Nov 24, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$33.8M$67.5MDec 29, 2025: $1,419,900.00Dec 29, 2025Jun 10, 2026: $67,504,968.00Jun 10, 2026

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$1,419,900 → $67,504,968
  • Reported investors15 → 237
  • Minimum accepted$50,004 → $72

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 10, 2026Amendment$67,504,968$66,085,068vs Dec 29, 2025237SEC filing
Dec 29, 2025Initial$1,419,900No comparison15SEC filing
Nov 14, 2025Initial$30,000,000No comparison13SEC filing
Jul 12, 2024Initial$1,236,085No comparison21SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.56M
Finders' fees
$0
Form D file number
021-568140
$49,504,968 of Common Stock and $18,000,000 Series A Non Cummulative Preferred Stock

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Brean Capitgal, LLC23723Brean Capital, LLC · CRD 23723

Source: Form D, filed Jun 10, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

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
Marcio Alexandrino De Oliveira Executive
Frank A. Ford Executive
Frank A. Ford, Iii Executive
Sharon Hill Executive
Kenneth E. La Roe Director, Executive
Jefferson Brock Mc Clane Director
Jared Miles Meyers Director
Pablo Ottado Director

Issuer details

Industry: Business Services (See others in industry)

Address:
1150 Sourth Orlando Avenue
Winter Park, FL, 32789
Phone: (727) 335-0500