Form D · Other Banking and Financial Services

Harborstone Credit Union

Lakewood, WA · CIK 0002084293

Offering snapshot reported Sep 24, 2025 · SEC filing

Reported sold
$20M
Offering amount: $20M
Investors reported
15
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Sep 10, 2025
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
Sep 24, 2025Initial$20,000,000No comparison15SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$200K
Finders' fees
$0
Form D file number
021-558480

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Alloya Corporate Federal Credit UnionNoneCU Investment Solutions LLC · CRD 43753

Source: Form D, filed Sep 24, 2025. 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
Ann Anderson Director
Ivan Barron Director
Jim Buck Director
Geoff Bullock Executive
Franklin Donahoe Director
Mark Fairbanks Executive
Michael Gedeon Director
Tim Hoefel Executive
Bonnie Kern Director
Robert Luettjohann Executive
Linda Crane Nelsen Director
Rick Stevens Director
Theresa Walyor Executive
Shellie Willis Director

Issuer details

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

Address:
9611 Gravelly Lake Drive Sw
Lakewood, WA, 98499-1510