Form D · Investing
Halo Investing, Inc.
Chicago, IL · CIK 0001708311
Offering snapshot reported Apr 26, 2021 · SEC filing
- Reported sold
- $35.8M Offering amount: $115M
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 16, 2021 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 |
|---|---|---|---|---|---|
| Apr 26, 2021 | Initial | $35,758,881 | No comparison | 12 | SEC filing |
| Mar 5, 2019 | Initial | $9,784,980 | No comparison | 14 | SEC filing |
| Jun 5, 2017 | Initial | $4,136,606 | No comparison | 11 | SEC 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
- 021-397219
Source: Form D, filed Apr 26, 2021. 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 |
|---|---|
| Dennis Barsema | Director |
| Jason Barsema | Director, Executive |
| Nick Fera | Executive |
| James P. Fortescue | Director |
| Biju Kulathakal | Director, Executive |
| Abhinav Tiwari | Director |
| Xin "James" Wu | Director |
Issuer details
Industry: Investing (See others in industry)
Address:
130 S Jefferson, Suite 250
Chicago, IL, 60661
Chicago, IL, 60661