Form D · Insurance
Kelly Klee, Inc.
Englewood, CO · CIK 0001686392
Offering snapshot reported Sep 9, 2019 · SEC filing
- Reported sold
- $8.03M Offering amount: $10.1M
- Investors reported
- 45 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 26, 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 9, 2019 | Initial | $8,030,714 | No comparison | 45 | SEC filing |
| Feb 5, 2018 | Initial | $1,500,000 | No comparison | 8 | SEC filing |
| Oct 7, 2016 | Initial | $990,000 | No comparison | 9 | 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
- 021-348280
The amount sold includes $5,032,388 through the issuance of stock upon the conversion of outstanding convertible securities
Source: Form D, filed Sep 9, 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 |
|---|---|
| David Fitzgerald | Director |
| Jon Kelly | Director, Executive, Promoter |
| Gary Tolman | Director |
| David Wong | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
304 Inverness Way S, Suite 395
Englewood, CO, 80112
Englewood, CO, 80112