Form D · Other Banking and Financial Services

PT Financial Holdings, Inc.

Chicago, IL · CIK 0001836872

Offering snapshot reported Dec 31, 2024 · SEC filing

Reported sold
$80M
Offering amount: $80M
Investors reported
44
Form D · investor count
Minimum accepted
$223K
Reported outside-investor minimum
First sale
Dec 16, 2024
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
Dec 31, 2024Initial$80,000,000No comparison44SEC filing
Dec 28, 2020Initial$10,000,000No comparison50SEC filing
Dec 21, 2020Initial$7,000,000No comparison50SEC 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
021-533879

Source: Form D, filed Dec 31, 2024. 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 Berg Director
Eric Brown Director
Adam Buresh Director
Jennifer Docherty Executive
Ryan Gazda Executive
Richard Graham, Jr. Director
Zachary Johnson Director
Heather Kreager Director
Brian Leibfried Director
Scott Reed Director
Chirag 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