Form D · Other Banking and Financial Services
SALLUS RETIREMENT LLC
Berwyn, PA · CIK 0001884598
Offering snapshot reported Mar 16, 2022 · SEC filing
- Reported sold
- $12M Offering amount: $12M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 4, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 16, 2022 | Initial | $12,000,000 | No comparison | 2 | SEC filing |
| Sep 23, 2021 | Initial | $2,096,464 | No comparison | 5 | 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
- 021-437648
Source: Form D, filed Mar 16, 2022. 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 |
|---|---|
| James Douglas | Executive |
| Nate Einhorn | Executive |
| Paul Hondros | Director |
| Lisa Kottler | Executive |
| Suzanne Niemeyer | Executive |
| James Sopha | Director, Executive |
| Kenneth Stewart | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
1000 Chesterbrook Boulevard Suite 135
Berwyn, PA, 19312
Berwyn, PA, 19312