Form D · Commercial Banking
SmartBiz Bancshares, Inc.
San Francisco, CA · CIK 0001656823
Offering snapshot reported May 6, 2025 · SEC filing
- Reported sold
- $490K Offering amount: $2.73M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 21, 2025 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
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 |
|---|---|---|---|---|---|
| May 6, 2025 | Amendment | $490,000 | $0vs May 2, 2025 | 3 | SEC filing |
| May 2, 2025 | Initial | $490,000 | No comparison | 3 | SEC filing |
| Jan 11, 2019 | Initial | $750,000 | No comparison | 7 | SEC filing |
| Mar 25, 2016 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 21, 2016 | Initial | Yet to sell | No comparison | 0 | 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
- 021-545111
Source: Form D, filed May 6, 2025. 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 |
|---|---|
| Brian Ascher | Director |
| Tim Bogan | Director |
| Gerard Buccino | Director, Executive |
| Bandi Daniel | Director |
| Patrick Dudasik | Director |
| Brian Greene | Director |
| Robert Hale | Executive |
| Lori Igleski | Director |
| James I Mc Mahon | Director, Executive |
| Hope Mehlman | Director |
| Ann Marie Mehlum | Director |
| Jack Neal | Director |
| Jack Norberg | Director |
| Sean O'malley | Director |
| Joe Schenone | Executive |
| Evan Singer | Director, Executive |
| John Thomas | Director |
| Noah Walley | Director |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:San Francisco, CA, 94133
Phone: 4157576857