Form D · Business Services
Pension Specialists, Inc.
Walnut Creek, CA · CIK 0001528047
Offering snapshot reported Aug 29, 2011 · SEC filing
- Reported sold
- $20.3M Offering amount: $20.3M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 19, 2011 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 29, 2011 | Initial | $20,300,023 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-165076
Source: Form D, filed Aug 29, 2011. 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 |
|---|---|
| George Karfunkel | Director |
| Jay Miller | Director |
| Greg Tschider | Director, Executive, Promoter |
Issuer details
Industry: Business Services (See others in industry)
Address:
2001 N. Main Street Suite 500
Walnut Creek, CA, 94596
Walnut Creek, CA, 94596