Form D · Other
Compassionate Advisors - Holding, LLC
Farmington Hills, MI · CIK 0001853858
Offering snapshot reported Apr 26, 2021 · SEC filing
- Reported sold
- $35M Offering amount: $35M
- Investors reported
- 98 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Dec 27, 2018 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 |
|---|---|---|---|---|---|
| Apr 26, 2021 | Initial | $35,000,000 | No comparison | 98 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-397165
Promissory Note convertible to equity in Compassionate Advisors - Holding, LLC
Source: Form D, filed Apr 26, 2021. 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 |
|---|---|
| David Esser | Director, Executive, Promoter |
| Robert Nusbaum | Director, Executive, Promoter |
| Steven Schafer | Director, Executive, Promoter |
| Martin Stoneman | Director, Executive, Promoter |
| Matthew Valerio | Director, Executive, Promoter |
Issuer details
Industry: Other (See others in industry)
Address:
31731 Northwestern Highway Suite 100 E
Farmington Hills, MI, 48334
Farmington Hills, MI, 48334