Form D · Other Banking and Financial Services
Targeted Lending Co., LLC
Williamsville, NY · CIK 0001752208
Offering snapshot reported Dec 14, 2022 · SEC filing
- Reported sold
- $10M Offering amount: $10M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $10M Reported outside-investor minimum
- First sale
- Nov 30, 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 14, 2022 | Initial | $10,000,000 | No comparison | 1 | SEC filing |
| Nov 6, 2020 | Initial | $5,000,000 | No comparison | 1 | SEC filing |
| Sep 6, 2018 | Initial | $5,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $250K
- Finders' fees
- $0
- Form D file number
- 021-467446
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Brean Capital, LLC | 23723 |
Source: Form D, filed Dec 14, 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 |
|---|---|
| Michael Berg | Executive |
| Brian Gallo | Executive |
| Jack Kleinert | Director |
| Michael Philbin | Executive |
| Fredrick Schulman | Executive |
| Frederick Schulman | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
5500 Main Street, Suite 300
Williamsville, NY, 14221
Williamsville, NY, 14221