Form D · Other Banking and Financial Services
FIDUCIARY CO INC
Boston, MA · CIK 0000356271
Offering snapshot reported Sep 23, 2019 · SEC filing
- Reported sold
- $25M Indefinite offering
- Investors reported
- 21 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 20, 2019 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 23, 2019 | Initial | $25,000,000 | No comparison | 21 | SEC filing |
Offering details
- Securities
- Equity, Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-349412
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| None | None | BERKSHIRE GLOBAL ADVISORS LP · CRD 124180 |
Source: Form D, filed Sep 23, 2019. 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 |
|---|---|
| Richard P. Breed Iii | Director |
| Grace K. Fey | Director |
| Robert E. Gallery | Director |
| Brent L. Henry | Director |
| Robert G. Holdway | Director |
| Robert J. Jeffers | Executive |
| John P. Morey | Executive |
| Stacy K. Mullaney | Director, Executive |
| Hans F. Olsen | Executive |
| Austin V. Shapard | Director, Executive |
| Greg A. Shell | Director |
| Leslie Crane Slavin | Director |
| Benjamin B. Taylor | Director |
| Anne K. Trinque | Executive |
| Ellen M. Zane | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
Fiduciary Trust Company 53 State Street
Boston, MA, 02109
Boston, MA, 02109