Form D · Investing
Portside Wealth Group, LLC
Provo, UT · CIK 0001978608
Offering snapshot reported May 31, 2023 · SEC filing
- Reported sold
- $413K Offering amount: $500K
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 17, 2023 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 |
|---|---|---|---|---|---|
| May 31, 2023 | Initial | $412,500 | No comparison | 14 | 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
- 021-483049
Source: Form D, filed May 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.
| Name | Reported role |
|---|---|
| Daniel Blake | Director |
| Staci Compagno | Director |
| Will Snider | Director |
Issuer details
Industry: Investing (See others in industry)
Address:
3507 N University Ave Suite 150
Provo, UT, 84604
Provo, UT, 84604