Form D · Other Banking and Financial Services

Ownership Financial LLC

Denver, CO · CIK 0001803668

Offering snapshot reported May 2, 2023 · SEC filing

Reported sold
$4.04M
Offering amount: $5M
Investors reported
22
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Feb 13, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.02M$4.04MFeb 19, 2020: $1,000,000.00Feb 19, 2020Mar 11, 2021: $2,440,292.00Mar 11, 2021Apr 6, 2022: $4,040,292.00Apr 6, 2022May 2, 2023: $4,040,292.00May 2, 2023

Dates 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 2, 2023Amendment$4,040,292$0vs Apr 6, 202222SEC filing
Apr 6, 2022Amendment$4,040,292$1,600,000vs Mar 11, 202122SEC filing
Mar 11, 2021Amendment$2,440,292$1,440,292vs Feb 19, 202011SEC filing
Feb 19, 2020Initial$1,000,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
04
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-360832

Source: Form D, filed May 2, 2023. 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
Nigel Alexander Executive
Woodson Hobbs Executive
Christopher Tamm Executive

Issuer details

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

Address:
3001 Brighton Blvd Suite 732
Denver, CO, 80216