Form D · Other Banking and Financial Services

Pinnacle Financial Services, LLC / CT

Bloomfield, CT · CIK 0001844662

Offering snapshot reported Aug 31, 2023 · SEC filing

Reported sold
$10.2M
Indefinite offering
Investors reported
12
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 7, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.08M$10.2MSep 1, 2022: $6,250,000.00Sep 1, 2022Aug 31, 2023: $10,150,000.00Aug 31, 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.

  • Reported sold$6,250,000 → $10,150,000
  • Reported investors4 → 12

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 31, 2023Amendment$10,150,000$3,900,000vs Sep 1, 202212SEC filing
Sep 1, 2022Initial$6,250,000No comparison4SEC filing
Feb 5, 2021Initial$2,500,000No comparison6SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-457746

Source: Form D, filed Aug 31, 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
Ian A. Cohen Director, Executive
Mark S. Cohen Director, Executive, Promoter

Issuer details

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

Address:
37 Jerome Avenue Suite 2
Bloomfield, CT, 06002