Form D · Other Banking and Financial Services

Fiduciary Exchange LLC

Berwyn, PA · CIK 0001727061

Offering snapshot reported Mar 19, 2024 · SEC filing

Reported sold
$12M
Offering amount: $12M
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 15, 2024
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 19, 2024Initial$12,012,115No comparison6SEC filing
Nov 10, 2022Initial$24,310,130No comparison7SEC filing
Mar 17, 2022Initial$5,000,000No comparison6SEC filing
Jun 7, 2021Initial$1,132,384No comparisonNot reportedSEC filing
Jun 7, 2021Initial$2,714,730No comparison5SEC filing
Jan 4, 2018Initial$1,333,333No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-508026

Source: Form D, filed Mar 19, 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.

People and organizations reported in Form D filings
NameReported role
Richard Aneser Director
Minh Bui Executive
William Crager Director
Dana D'auria Director
Nate Einhorn Executive
Paul J Hondros Director
Dan Mac Kinnon Executive
Joshua Mayer Director
Paula Nelson Director
Suzanne Niemeyer Executive
Richard Romano Executive
Rich Romano Executive
Thomas Sipp Director
Tom Sipp Director
Dylan Tyson Director
James Warren Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
1000 Chesterbrook Boulevard Suite 135
Berwyn, PA, 19312