Form D · Other Banking and Financial Services
Park Side Financial Credit Union
Whitefish, MT · CIK 0001949518
Offering snapshot reported Oct 13, 2022 · SEC filing
- Reported sold
- $3M Offering amount: $8M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Sep 30, 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 |
|---|---|---|---|---|---|
| Oct 13, 2022 | Initial | $3,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $85K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-461605
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Brean Capital, LLC | 23723 |
Source: Form D, filed Oct 13, 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 |
|---|---|
| Richard A. Flink | Director |
| Richard Green | Director |
| Ron Jarosch | Director |
| Diana Lamers | Director |
| Richard A. Pedersen | Director |
| Daria L. Perez | Director |
| Jeremy Presta | Executive |
| David Sutherland | Director |
| Carl P. Thomas | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
1300 Baker Ave
Whitefish, MT, 59937
Whitefish, MT, 59937