# SMBX, Inc. — Regulation CF funding portal

SMBX, Inc. of SAN FRANCISCO, CA is a Regulation Crowdfunding funding portal registered with the SEC and FINRA (Form CFPORTAL/A, filed 2021-09-01). It has intermediated 381 Form C offerings from 250 issuers since 2019-08-02.

## Registration

- CIK: 0001707214
- SEC file number: 007-00129
- Form: CFPORTAL/A
- Filed: 2021-09-01
- Website: www.thesmbx.com
- Other names: SMBX
- Legal status: Corporation
- Organized in: DE
- Incorporated: 2016-01-04
- Address: 1667 41st Avenue, SAN FRANCISCO, CA, 94122
- Contact: Jackie P Chan, Chief Operating Officer
- Escrow agent: Boston Private Bank and Trust Company
- Compensation: SMBX charges issuers a 3.5% origination fee calculated on the total amount successfully raised on the platform. For example, if an issuer raises $100,000 successfully, SMBX will charge them a one time flat fee of $3,500 for the raise.

## Recent offerings intermediated (381)

_Showing 20 of 381 offerings._

| Filed | Issuer | Form | Target | Max |
| --- | --- | --- | --- | --- |
| 2026-04-06 | [Vivant F&B LLC](https://search.stillhousedata.com/formc/0002125109-26-000001) | C | $10K | $450K |
| 2026-03-13 | [Folksy Foods LLC](https://search.stillhousedata.com/formc/0002098450-26-000001) | C | $10K | $100K |
| 2026-03-02 | [Skorch'd Pizza LLC](https://search.stillhousedata.com/formc/0002105885-26-000001) | C | $10K | $124K |
| 2026-01-21 | [Sun Bear Specialty Coffee Roasters LLC](https://search.stillhousedata.com/formc/0002105420-26-000001) | C | $10K | $124K |
| 2026-01-06 | [MDABistro LLC](https://search.stillhousedata.com/formc/0002095647-26-000001) | C/A | $10K | $124K |
| 2025-12-17 | [Jerry's Roast Pork LLC](https://search.stillhousedata.com/formc/0002095699-25-000002) | C/A | $10K | $250K |
| 2025-12-17 | [Muttz Realty LLC](https://search.stillhousedata.com/formc/0002096082-25-000002) | C/A | $10K | $124K |
| 2025-12-12 | [MDABistro LLC](https://search.stillhousedata.com/formc/0002095647-25-000002) | C/A | $10K | $124K |
| 2025-11-28 | [Folksy Foods LLC](https://search.stillhousedata.com/formc/0002098450-25-000001) | C | $10K | $124K |
| 2025-11-24 | [Pete's General LLC](https://search.stillhousedata.com/formc/0002089429-25-000002) | C/A | $10K | $500K |
| 2025-11-19 | [GK Pastry Inc](https://search.stillhousedata.com/formc/0002041745-25-000003) | C/A | $10K | $200K |
| 2025-11-17 | [Muttz Realty LLC](https://search.stillhousedata.com/formc/0002096082-25-000001) | C | $10K | $124K |
| 2025-11-10 | [MDABistro LLC](https://search.stillhousedata.com/formc/0002095647-25-000001) | C | $10K | $250K |
| 2025-11-10 | [Jerry's Roast Pork LLC](https://search.stillhousedata.com/formc/0002095699-25-000001) | C | $10K | $250K |
| 2025-11-07 | [Tanzie's LLC](https://search.stillhousedata.com/formc/0002083051-25-000003) | C/A | $10K | $124K |
| 2025-11-06 | [Paths of Rhythm LLC](https://search.stillhousedata.com/formc/0002095341-25-000001) | C | $10K | $124K |
| 2025-11-05 | [Paraiso Plant Studio LLC](https://search.stillhousedata.com/formc/0002089905-25-000002) | C/A | $10K | $250K |
| 2025-10-30 | [Tanzie's Cafe LLC](https://search.stillhousedata.com/formc/0002083051-25-000002) | C | $10K | $124K |
| 2025-10-22 | [Gather Restaurant Group LLC](https://search.stillhousedata.com/formc/0002092057-25-000001) | C | $10K | $1.2M |
| 2025-10-22 | [GK Pastry Inc](https://search.stillhousedata.com/formc/0002041745-25-000002) | C | $10K | $200K |

## Direct owners & control persons (8)

| Name | Schedule | Type | Control |
| --- | --- | --- | --- |
| Lozano, Benjamin James | A | NP | Yes |
| Katsnelson,Gabrielle Michelle | A | NP | Yes |
| Balhotra, Bhavish | A | NP | Yes |
| Chan, Jackie Pam | A | NP | Yes |
| Lozano, Benjamin James | B | NP | Yes |
| Katsnelson,Gabrielle Michelle | B | NP | — |
| Balhotra, Bhavish | B | NP | Yes |
| Chan, Jackie Pam | B | NP | Yes |

## Other CFPORTAL filings (2)

- [CFPORTAL/A — 2024-12-26](https://search.stillhousedata.com/cfportal/0001707214-24-000001)
- [CFPORTAL — 2018-11-28](https://search.stillhousedata.com/cfportal/0001707214-18-000006)

## More

- [Filing index on SEC EDGAR (source of record)](https://www.sec.gov/Archives/edgar/data/1707214/000170721421000001/0001707214-21-000001-index.htm)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/cfportal/0001707214-21-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.