Form D · Other Banking and Financial Services
FIDUCIARY BENCHMARKS INSIGHTS, LLC
Portland, OR · CIK 0001472419
Offering snapshot reported Sep 21, 2009 · SEC filing
- Reported sold
- $1.5M Offering amount: $1.5M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Sep 8, 2009 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 |
|---|---|---|---|---|---|
| Sep 21, 2009 | Initial | $1,500,000 | No comparison | 18 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $10K
- Form D file number
- 021-134595
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| CHAD KESSER | 4960974 | C.K. COOPER & COMPANY · CRD 106578 |
Source: Form D, filed Sep 21, 2009. 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 Bodmer | Executive |
| Thomas R. Kmak | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
111 Sw Columbia, Suite 1080
Portland, OR, 97201
Portland, OR, 97201