Form D · Other Banking and Financial Services
Inheritance Funding Company, Inc.
San Francisco, CA · CIK 0001718965
Offering snapshot reported Oct 1, 2018 · SEC filing
- Reported sold
- $500K Offering amount: $25M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Oct 2, 2017 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$350,000 → $500,000
- Reported investors2 → 7
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 1, 2018 | Amendment | $500,000 | $150,000vs Oct 16, 2017 | 7 | SEC filing |
| Oct 16, 2017 | Initial | $350,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-296700
Source: Form D, filed Oct 1, 2018. 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 |
|---|---|
| Robert Chrisman | Director |
| Erik Owen Forsberg | Executive |
| Richard Fortmann | Director |
| George Harris | Director |
| Eric Richard Holdsworth | Director, Executive |
| Douglas Brian Lloyd | Director, Executive |
| Stephen Dale Schroeder | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:San Francisco, CA, 94111