# Merriman Holdings, Inc — Form D

Merriman Holdings, Inc of San Francisco, CA, a company, filed a Form D exempt-offering notice with the SEC on 2009-09-23. The offering totals $10.2M, of which $10.2M was reported sold. Industry: Investment Banking.

## Offering

- Filed: 2009-09-23
- Form: D
- Accession: 0001144204-09-049614
- Industry: Investment Banking
- Exemptions: 06
- Total offering: $10.2M
- Amount sold: $10.2M
- Minimum investment: $5K
- Investors: 56
- Date of first sale: 2009-09-08
- Security types: equity
- Revenue range: $25,000,001 - $100,000,000
- SEC file number: 021-82668-3L

## Issuer

- Name: Merriman Holdings, Inc
- CIK: 0000826683
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Address: 600 California Street, San Francisco, CA, 94025
- Phone: (415) 248-5600

## Officers, directors & promoters (17)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Arno | Director | Pittsburgh, PA |
| Douglas G Bergeron | Director | New York, NY |
| D. Jonathan Merriman | Director | RICHARDSON, TX |
| John M Thompson | Director | Blue Bell, PA |
| Peter V Coleman | Executive Officer | San Francisco, CA |
| Robert E Ford | Executive Officer | San Francisco, CA |
| D. Jonathan Merriman | Executive Officer | RICHARDSON, TX |
| William J Febbo | Director | SAN FRANCISCO, CA |
| Jeffrey M Soinski | Director | Redwood City, CA |
| Ronald L Chez | Director | Pleasanton, CA |
| Patrick W O'Brien | Director | Brookfield, WI |
| Dennis G Schmal | Director | Charlotte, NC |
| Jack W Thrift | Executive Officer | San Francisco, CA |
| Alex W Seiler | Director | New York, NY |
| Alex W Seiler | Executive Officer | New York, NY |
| David Jonathan Merriman | Director | San Francisco, CA |
| David Jonathan Merriman | Executive Officer | San Francisco, CA |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2011-04-21](https://search.stillhousedata.com/formd/0001144204-11-023470) | D | $5.0M | $3.1M |

## More

- [CIK 826683 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=826683&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001144204-09-049614.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.