Form D · Insurance
Conifer Holdings, Inc.
Troy, MI · CIK 0001502292
Offering snapshot reported Mar 7, 2025 · SEC filing
- Reported sold
- $5M Offering amount: $5M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 27, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 7, 2025 | Initial | $5,000,000 | No comparison | 1 | SEC filing |
| Oct 11, 2017 | Initial | $5,000,000 | No comparison | 8 | SEC filing |
| Jul 13, 2015 | Initial | $2,955,000 | No comparison | 21 | SEC filing |
| Sep 30, 2010 | Initial | $7,000,000 | No comparison | 16 | SEC filing |
Offering details
- Securities
- Option to acquire, Security to be acquired
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-540147
Source: Form D, filed Mar 7, 2025. 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 |
|---|---|
| Gerald Hakala | Director |
| Jeffrey Hakala | Director |
| Timothy Lamothe | Director |
| Mark Mc Cammon | Director |
| Harold Meloche | Executive |
| John Melstrom | Director |
| Jorge Morales | Director |
| Isolde O'hanlon | Director |
| Andrew D. Petcoff | Executive |
| James G. Petcoff | Director, Executive |
| Nicholas J. Petcoff | Director, Executive |
| Brian Roney | Executive |
| Joseph Sarafa | Director |
| J. Grant Smith | Director |
| Richard Jamison Williams, Jr. | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
3001 West Big Beaver Road Suite 319
Troy, MI, 48084
Troy, MI, 48084