Form D · Insurance
Concierge Settlement Services, LLC
Glenside, PA · CIK 0001899714
Offering snapshot reported Feb 24, 2022 · SEC filing
- Reported sold
- $5K Offering amount: $100K
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $1.5K Reported outside-investor minimum
- First sale
- Feb 23, 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 |
|---|---|---|---|---|---|
| Feb 24, 2022 | Initial | $5,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 04
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-434841
Source: Form D, filed Feb 24, 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 |
|---|---|
| Heather Hagerty | Director, Executive |
| Dennis Hagerty | Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:
2780 Jenkintown Road
Glenside, PA, 19038
Glenside, PA, 19038