Form D · Private Equity Fund

Financeware Holdings LLC

Radnor, PA · CIK 0001595549

Offering snapshot reported Jan 14, 2022 · SEC filing

Reported sold
$36M
Offering amount: $36M
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 1, 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 →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 14, 2022Initial$36,039,795No comparison1SEC filing
Dec 21, 2018Initial$20,125,710No comparison5SEC filing
May 14, 2018Initial$3,500,000No comparison11SEC filing
Jan 6, 2014Initial$3,750,000No comparison10SEC 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
021-429482

Source: Form D, filed Jan 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.

People and organizations reported in Form D filings
NameReported role
Michael Ashker Director
James Ashton Director
Justin Du Brueler Executive
Anna Ewing Director
Lee Garber Director
Robert Greifeld Director
Walter Maner Director, Executive
Walter P Maner, Iv Director, Executive
Willaim Morrissey Director
Kevin Rafferty Director, Executive
Leonard Reinhart Director
Jonathan Schwartz Executive
Robert Ward Director, Executive

Issuer details

Industry: Other (See others in industry)

Address:
555 Lancaster Avenue 3 Rd Floor
Radnor, PA, 19087