Form D · Insurance
MarshBerry Connect Platform LLC
Woodmere, OH · CIK 0001769532
Offering snapshot reported Aug 5, 2022 · SEC filing
- Reported sold
- $37.1M Offering amount: $37.1M
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 1, 2022 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 |
|---|---|---|---|---|---|
| Aug 5, 2022 | Initial | $37,083,044 | No comparison | 8 | SEC filing |
| Mar 5, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-455011
Source: Form D, filed Aug 5, 2022. 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 |
|---|---|
| Megan Bosma | Director |
| Val De Mell | Director |
| Tom Linn | Director |
| Mike Metz | Director, Executive |
| Dan Skowronski | Director |
| Phil Trem | Executive |
| Wayne Walkotten | Director |
| John Wepler | Director, Executive |
| Rebecca White | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
28601 Chagrin Blvd. Suite 400
Woodmere, OH, 44122
Woodmere, OH, 44122