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
File
First filed
Latest
Sought
Sold
Investors
Exemptions
021-545236
First filed2025-05-05
Latest2025-05-05
Sought$20M
Sold$5M
Investors3
Exemptions506(b)
021-529189
First filed2024-11-12
Latest2024-11-12
Sought$5M
Sold$1M
Investors2
Exemptions506(b)
021-518333
First filed2024-07-10
Latest2024-07-10
Sought$6M
Sold$3M
Investors2
Exemptions506(b)
021-502512
First filed2024-01-16
Latest2024-01-16
Sought$88.7M
Sold$82.7M
Investors3
Exemptions506(b)
021-357822
First filed2020-01-13
Latest2020-01-13
Sought$45M
Sold$45M
Investors1
Exemptions506(b)
021-347442
First filed2019-08-27
Latest2019-08-27
Sought$7.5M
Sold$3.1M
Investors4
Exemptions506(b)
021-335758
First filed2019-03-27
Latest2019-03-27
Sought$11M
Sold$11M
Investors23
Exemptions506(b)
021-333267
First filed2019-02-21
Latest2019-02-21
Sought$20M
Sold$20M
Investors1
Exemptions506(b)
021-332918
First filed2019-02-15
Latest2019-02-15
Sought$9.5M
Sold$9.5M
Investors12
Exemptions506(b)
021-325702
First filed2018-11-13
Latest2018-11-13
Sought$20M
Sold$12.5M
Investors14
Exemptions506(b)
021-271041
First filed2016-09-21
Latest2016-09-21
Sought$5M
Sold$3.6M
Investors25
Exemptions506(b)
021-255706
First filed2016-01-22
Latest2016-01-22
Sought$12M
Sold$9.6M
Investors16
Exemptions506(b)
021-234627
First filed2015-02-24
Latest2015-02-24
Sought$3.5M
Sold$1.6M
Investors8
Exemptions506(b)
021-224784
First filed2014-09-16
Latest2014-09-16
Sought$4.6M
Sold$4.6M
Investors33
Exemptions506(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
Name
Relationship
Bede Broome
RelationshipDirector
Michael Schmidt
RelationshipDirector
Leslie Henshaw
RelationshipDirector
Matthew Collins
RelationshipExecutive Officer
Jo'Ann Jackson
RelationshipExecutive Officer
Michael Schifano
RelationshipExecutive Officer
Pubali Chakravorty
RelationshipDirector
Sales compensation
Named in Item 12 of its Form D filings
Sales compensation recipients
Recipient
CRD
Broker-dealer
Offerings
B.C. Ziegler and Company
CRD80119699
Broker-dealerDavid Brauch
Offerings1
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
Who backs Advantia Holdings LLC
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)