Form D · Commercial Banking
RIZE FEDERAL CREDIT UNION
Irwindale, CA · CIK 0002046039
Offering snapshot reported Apr 9, 2026 · SEC filing
- Reported sold
- $8.5M Offering amount: $8.5M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Mar 31, 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 9, 2026 | Initial | $8,500,000 | No comparison | 3 | SEC filing |
| Nov 26, 2024 | Initial | $25,000,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $170K
- Finders' fees
- $0
- Form D file number
- 021-579782
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Performance Trust Capital Partners, LLC | 36155 |
Source: Form D, filed Apr 9, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
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 |
|---|---|
| Nancy Bond | Director |
| Chris Carter | Director |
| Kenji Coleman | Director |
| Mitchell Kenji Coleman | Executive |
| Jeanine Corpuz | Executive |
| Victor Dominguez | Director |
| George Estrada | Executive |
| Eric Harvell | Executive |
| Juan Luna | Executive |
| Michael Maxwell | Director |
| Patrick Mc Closkey | Director |
| Jennifer Oliver | Executive |
| Lilia Rojo | Executive |
| Tony Salse | Executive |
| Lenny Vallone | Executive |
| Angie Wilson | Director |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:
12701 Schabarum Avenue
Irwindale, CA, 91706
Phone: 800-866-6474
Irwindale, CA, 91706
Phone: 800-866-6474