Form D · Other Banking and Financial Services
Zia Credit Union
Los Alamos, NM · CIK 0002109035
Offering snapshot reported Mar 5, 2026 · SEC filing
- Reported sold
- $10M Offering amount: $10M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Mar 3, 2026 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 |
|---|---|---|---|---|---|
| Mar 5, 2026 | Initial | $10,000,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $200K
- Finders' fees
- $0
- Form D file number
- 021-575534
A fee of 2% of the gross proceeds of the offering was paid to the placement agent, along with certain other fees and expenses incurred in connection with the offering.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Performance Trust Capital Partners, LLC | 36155 |
Source: Form D, filed Mar 5, 2026. 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 |
|---|---|
| Jc Garcia | Director |
| Lawrence Gutierrez | Director |
| Dwayne Herrera | Executive |
| Paul Johnson | Executive |
| Matty Perez | Director |
| Richard Roybal | Director |
| Tom Tierney | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
1001 Central Avenue
Los Alamos, NM, 87544
Los Alamos, NM, 87544