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SEC Form D · filed May 2, 2025

SmartBiz Bancshares, Inc

Offering
$2.7M
Sold
$490K
Exemption
Rule 506(b)
Industry
Commercial Banking
Location
SAN FRANCISCO, CA
Type
—

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

People & firms on this filing (30)

Ann M. Mehlum · San Francisco, CADirectorJoe M. Schenone · San Francisco, CAExecSean M. O'Malley · San Francisco, CADirectorHope M. Mehlman · San Francisco, CADirectorNoah M. Walley · San Francisco, CADirectorBrian M. Ascher · San Francisco, CADirectorLori Igleski · San Francisco, CADirectorEvan Singer · San Francisco, CAExec · DirectorTim Bogan · San Francisco, CADirectorRobert Hale · San Francisco, CAExecSean M. O'Malley · San Francisco, CADirectorHope M. Mehlman · San Francisco, CADirectorNoah M. Walley · San Francisco, CADirectorTim Bogan · San Francisco, CADirectorJoe M. Schenone · San Francisco, CAExecAnn M. Mehlum · San Francisco, CADirectorRobert Hale · San Francisco, CAExecLori Igleski · San Francisco, CADirectorBrian M. Ascher · San Francisco, CADirectorEvan Singer · San Francisco, CAExec · DirectorWCM Altamar GP, LLC · Laguna Beach, CAExecSloane Payne · Laguna Beach, CADirectorPatrick Wolfe · SANTA MONICA, CADirectorDirk Benson · Atlanta, GADirectorRyan Duffy · BOSTON, MADirectorPatrick Cook · BOSTON, MADirectorMehdi Shafiezadeh · HOUSTON, TXExecNathaniel Lounsbury · AUSTIN, TXDirectorThomas Q. Benedetti · RICHMOND, VAExec · DirectorJohn Mansvelt · Luxembourg, LuxembourgDirector

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