Form D · Other Banking and Financial Services

PT Financial Companies LLC

Chicago, IL · CIK 0001720453

Offering snapshot reported Jul 8, 2026 · SEC filing

Reported sold
$1.39M
Offering amount: $1.39M
Investors reported
6
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jun 23, 2026
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 8, 2026Initial$1,389,610No comparison6SEC filing
Jun 25, 2025Initial$10,469,050No comparison30SEC filing
Dec 31, 2024Initial$71,631,849No comparison45SEC filing
Jul 2, 2019Initial$15,000,000No comparison25SEC filing
Jan 8, 2018Initial$24,630,000No comparison51SEC filing
Oct 24, 2017Initial$8,032,500No comparison17SEC 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
021-589898

Source: Form D, filed Jul 8, 2026. 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
Richard S. Berg Director
Eric P. Brown Director
Adam C. Buresh Director
Anthony J. De Palo Director
Jennifer Docherty Executive
Ryan M. Gazda Executive
Richard W. Graham, Jr. Director
Zachary R. Johnson Director
Heather Kreager Director
Brian Leibfried Director
Philip Mark Nussbaum Executive
Scott Reed Director
Chirag G. Shah Director, Executive
David Floyd Wilding Executive

Issuer details

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

Address:
500 West Madison Suite 450
Chicago, IL, 60661