Form D · Investing
VELOCITY PORTFOLIO GROUP INC
Wall Township, NJ · CIK 0000813565
Offering snapshot reported Mar 4, 2025 · SEC filing
- Reported sold
- $32M Offering amount: $32M
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Feb 18, 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 |
|---|---|---|---|---|---|
| Mar 4, 2025 | Amendment | $32,000,000 | $0vs Mar 3, 2025 | 8 | SEC filing |
| Mar 3, 2025 | Initial | $32,000,000 | No comparison | 8 | SEC filing |
| Apr 5, 2024 | Initial | $12,300,000 | No comparison | 6 | SEC filing |
| Sep 25, 2023 | Initial | $20,500,000 | No comparison | 5 | SEC filing |
| Mar 16, 2023 | Initial | $20,200,000 | No comparison | 5 | SEC filing |
| Jun 5, 2009 | Initial | $1,300,000 | No comparison | 4 | SEC filing |
| Jun 5, 2009 | Initial | $855,000 | No comparison | 9 | SEC filing |
| Oct 11, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Jul 16, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $930K
- Finders' fees
- $0
- Form D file number
- 021-539667
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Piper Sandler & Co. | 665 |
Source: Form D, filed Mar 4, 2025. 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 Cassidy | Director |
| Christopher De Cresce | Director |
| David Granatell | Director |
| Donald C. Hilbert | Director |
| Michael Kelly, Md | Director |
| John Kleinert | Director, Executive |
| Steven Marcus | Director |
| James Mastriani | Director, Executive |
| Michael Piper | Director, Executive |
| W. Peter Ragan, Jr. | Executive |
| W. Peter Ragan, Sr. | Director, Executive |
| Jan Stieger | Director |
Issuer details
Industry: Investing (See others in industry)
Address:Wall Township, NJ, 07719