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SEC Form D · filed April 12, 2016

Betterment Holdings, Inc

Offering
$100.0M
Sold
$92.0M
Exemption
Rule 506(b)
Industry
Other Banking and Financial Services
Location
NEW YORK, NY
Type

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (24)

Rob Stavis · New York, NYDirectorJohn Clendening · New York, NYDirectorJonathan Stein · New York, NYExec · DirectorPhilip Riese · New York, NYDirectorJohn Jarve · Boston, MADirectorChris Bischoff · New York, NYDirectorPeter Christodoulo · New York, NYDirectorEli Broverman · New York, NYExec · DirectorFrank C. Martire · New York, NYDirectorMichael C. Hayford · New York, NYExec · DirectorKnights of Columbus Commingled Fund Manager LLC · New Haven, CTExec · DirectorJoseph M. Heinen · MINNEAPOLIS, MNDirectorThomas M. Trump · San Antonio, TXDirectorStephen C. Daffron · New York, NYDirectorRob Heyvaert · New York, NYDirectorCharles W. Robinson Iii · San Antonio, TXDirectorKnights of Columbus Asset Advisors LLC · New Haven, CTDirectorIra W. Shapiro · Rockville, MDDirectorDavid T. Lonsdale · London, United KingdomExec · DirectorKenneth E. Martin · New York, NYDirectorGreg E. Parets · New York, NYDirectorLewis John · Valletta, O1DirectorPeter Heaps · Valletta, O1DirectorMohammad K. Syed · Valletta, O1Exec · Director

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗