Form D · Energy Conservation
Utilidata, Inc.
Providence, RI · CIK 0001818565
Offering snapshot reported May 1, 2025 · SEC filing
- Reported sold
- $60.3M Offering amount: $150M
- Investors reported
- 11 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 16, 2025 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 |
|---|---|---|---|---|---|
| May 1, 2025 | Initial | $60,323,651 | No comparison | 11 | SEC filing |
| Oct 16, 2024 | Initial | $30,499,998 | No comparison | 14 | SEC filing |
| Feb 22, 2024 | Initial | $26,749,996 | No comparison | 11 | SEC filing |
| Jul 21, 2020 | Initial | $3,574,725 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $815K
- Finders' fees
- $0
- Form D file number
- 021-545014
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Citigroup Global Markets Inc. | 7059 |
Source: Form D, filed May 1, 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 |
|---|---|
| Paul Afonso | Director |
| Alicia Barton | Director |
| Ben Birnbaum | Director |
| Alex Brown | Director |
| Josh Brumberger | Director, Executive |
| Joshua Brumberger | Director, Executive, Promoter |
| Theresa Gilbert | Executive |
| Hunter Horgan | Director |
| Marissa Hummon | Executive |
| James Mc Intyre | Director |
| Jess Melanson | Executive |
| John Rapaport | Director |
| Cameron Scari | Director |
| Don Tappan | Director |
| Donald Tappan | Director |
Issuer details
Industry: Energy Conservation (See others in industry)
Address:
225 Dyer Street Floor 2 Cic
Providence, RI, 02903
Phone: (401) 383-5800
Providence, RI, 02903
Phone: (401) 383-5800