Form D · Other Banking and Financial Services
Corporate Financial Partners LLC
Laguna Hills, CA · CIK 0001827438
Offering snapshot reported Sep 11, 2024 · SEC filing
- Reported sold
- $14.5M Indefinite offering
- Investors reported
- 45 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Oct 8, 2020 As reported in this filing
Fundraising history
Reported soldDates 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$13,225,500 → $14,451,414
- Reported investors44 → 45
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 11, 2024 | Amendment | $14,451,414 | $1,225,914vs Oct 8, 2020 | 45 | SEC filing |
| Aug 11, 2023 | Amendment | $14,885,461 | $1,659,961vs Oct 8, 2020 | 47 | SEC filing |
| Jun 1, 2022 | Amendment | $14,249,432 | $1,023,932vs Oct 8, 2020 | 47 | SEC filing |
| Oct 8, 2020 | Initial | $13,225,500 | No comparison | 44 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-377453
Source: Form D, filed Sep 11, 2024. 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 |
|---|---|
| Carl Heaton | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:Laguna Hills, CA, 92653