Form D · Other Banking and Financial Services
CapShift LLC
Newton, MA · CIK 0001736816
Offering snapshot reported Jul 24, 2024 · SEC filing
- Reported sold
- $2.68M Offering amount: $3M
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 16, 2024 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 |
|---|---|---|---|---|---|
| Jul 24, 2024 | Initial | $2,677,887 | No comparison | 14 | SEC filing |
| Feb 21, 2023 | Initial | $22,500 | No comparison | 2 | SEC filing |
| Apr 19, 2021 | Initial | $4,905,000 | No comparison | 32 | SEC filing |
| Jul 12, 2018 | Initial | $3,234,827 | No comparison | 21 | SEC filing |
| May 2, 2018 | Initial | $1,900,000 | 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
- 021-519632
Source: Form D, filed Jul 24, 2024. 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 |
|---|---|
| Dana Bezerra | Director |
| Mark Cirilli | Director |
| Charles Ewald | Director |
| Michael Ferrante | Director |
| Leonard Nero | Executive |
| Jacques Perold | Director |
| Adam Rein | Executive |
| Liz Sessler | Executive |
| Bruce Usher | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
15 Spencer Street
Newton, MA, 02465
Newton, MA, 02465