Venture

Advantia Holdings LLC

Latest Form D 2025-05-05
  • CIK 1619307
  • State VA
  • Hospitals and Physicians
  • 14 Form D offerings since 2014-09-16
Total sold
$212M
across 14 offerings
Rounds
14
Form D offerings since 2014-09-16
Latest round
$5M
2025-05-05 · 021-545236
Investors
3
on the latest round

Connected

named in its Form D filings

Round timeline

amount sold · by first filed
2025-05-05 · $5M
  1. 2014-09-16$4.6M021-224784
  2. 2015-02-24$1.6M021-234627
  3. 2016-01-22$9.6M021-255706
  4. 2016-09-21$3.6M021-271041
  5. 2018-11-13$12.5M021-325702
  6. 2019-02-15$9.5M021-332918
  7. 2019-02-21$20M021-333267
  8. 2019-03-27$11M021-335758
  9. 2019-08-27$3.1M021-347442
  10. 2020-01-13$45M021-357822
  11. 2024-01-16$82.7M021-502512
  12. 2024-07-10$3M021-518333
  13. 2024-11-12$1M021-529189
  14. 2025-05-05$5M021-545236

Hover a dot or row, or tab through the dots · bars scaled to the largest round ($82.7M)

Form D offerings

One line per offering, amendments folded in, newest first

Form D offerings
FileFirst filedLatestSoughtSoldInvestorsExemptions
021-545236First filed2025-05-05Latest2025-05-05Sought$20MSold$5MInvestors3Exemptions506(b)
021-529189First filed2024-11-12Latest2024-11-12Sought$5MSold$1MInvestors2Exemptions506(b)
021-518333First filed2024-07-10Latest2024-07-10Sought$6MSold$3MInvestors2Exemptions506(b)
021-502512First filed2024-01-16Latest2024-01-16Sought$88.7MSold$82.7MInvestors3Exemptions506(b)
021-357822First filed2020-01-13Latest2020-01-13Sought$45MSold$45MInvestors1Exemptions506(b)
021-347442First filed2019-08-27Latest2019-08-27Sought$7.5MSold$3.1MInvestors4Exemptions506(b)
021-335758First filed2019-03-27Latest2019-03-27Sought$11MSold$11MInvestors23Exemptions506(b)
021-333267First filed2019-02-21Latest2019-02-21Sought$20MSold$20MInvestors1Exemptions506(b)
021-332918First filed2019-02-15Latest2019-02-15Sought$9.5MSold$9.5MInvestors12Exemptions506(b)
021-325702First filed2018-11-13Latest2018-11-13Sought$20MSold$12.5MInvestors14Exemptions506(b)
021-271041First filed2016-09-21Latest2016-09-21Sought$5MSold$3.6MInvestors25Exemptions506(b)
021-255706First filed2016-01-22Latest2016-01-22Sought$12MSold$9.6MInvestors16Exemptions506(b)
021-234627First filed2015-02-24Latest2015-02-24Sought$3.5MSold$1.6MInvestors8Exemptions506(b)
021-224784First filed2014-09-16Latest2014-09-16Sought$4.6MSold$4.6MInvestors33Exemptions506(b)
Who backs Advantia Holdings LLC, inferred from co-filings, and every Form D as filedSee plans

People

Named in Item 3 of its latest Form D, filed 2025-05-05

Related persons
NameRelationship
Bede BroomeRelationshipDirector
Michael SchmidtRelationshipDirector
Leslie HenshawRelationshipDirector
Matthew CollinsRelationshipExecutive Officer
Jo'Ann JacksonRelationshipExecutive Officer
Michael SchifanoRelationshipExecutive Officer
Pubali ChakravortyRelationshipDirector

Sales compensation

Named in Item 12 of its Form D filings

Sales compensation recipients
RecipientCRDBroker-dealerOfferings
B.C. Ziegler and CompanyCRD80119699Broker-dealerDavid BrauchOfferings1

Facts

As its latest Form D states them

Industry
Hospitals and Physicians
State
Virginia (VA)
Exemptions
Rule 506(b)
First filed
2014-09-16
Latest filing
2025-05-05
Minimum investment
$250K

Form D names a startup's officers and directors, not its investors. The dashboard infers them — the venture funds whose own filings and people overlap this company's rounds — and lays every Form D and amendment it filed beside the totals above.

  • Inferred investors — the funds and firms behind it, from co-filings and shared people
  • Every Form D and amendment as filed, with what each one stated
  • Its rounds in sequence: the gap between them and whether they grew
  • Everyone its filings name, linked to their other companies, with its addresses and phone numbers

Part of the Venture plan — $140/mo at launch pricing ($350 list)

See plans

External link: SEC Filings ↗