# First American Financial Management Co — Form D

First American Financial Management Co of CHARLOTTE, NC, a company, filed a Form D exempt-offering notice with the SEC on 2009-04-29. The offering totals $53.0M, of which $3.5M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2009-04-29
- Form: D
- Accession: 0001462811-09-000001
- Industry: Pooled Investment Fund
- Exemptions: 06
- Total offering: $53.0M
- Amount sold: $3.5M
- Remaining: $49.5M
- Investors: 5
- Date of first sale: 2009-04-10
- Security types: equity
- SEC file number: 021-130554

## Issuer

- Name: First American Financial Management Co
- CIK: 0001462811
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2009
- Address: 301 SOUTH COLLEGE STREET SUITE 3700, CHARLOTTE, NC, 28202
- Phone: 757 220-2366

## Officers, directors & promoters (20)

| Name | Role | Location |
| --- | --- | --- |
| BRENDAN BOYLE | Director | ST. HELIER, Y9 |
| BRENDAN BOYLE | Promoter | ST. HELIER, Y9 |
| Tommy G Thompson | Director | Milwaukee, WI |
| Tommy G Thompson | Promoter | Milwaukee, WI |
| Charles Brent McCoy | Director | Baton Rouge, LA |
| Charles Brent McCoy | Promoter | Baton Rouge, LA |
| Brendan Willard Boyle | Director | Bronxville, NY |
| Brendan Willard Boyle | Promoter | Bronxville, NY |
| Daniel B Berry | Director | Charlotte, NC |
| Daniel B Berry | Executive Officer | Charlotte, NC |
| Daniel B Berry | Promoter | Charlotte, NC |
| Richard Willard Whiting | Director | Williamsburg, VA |
| Richard Willard Whiting | Executive Officer | Williamsburg, VA |
| Richard Willard Whiting | Promoter | Williamsburg, VA |
| Thomas J Parliment | Director | Key West, FL |
| Thomas J Parliment | Promoter | Key West, FL |
| Rob Y Green | Director | Virginia Beach, VA |
| Rob Y Green | Promoter | Virginia Beach, VA |
| Tim B Clary | Promoter | Bracey, VA |
| Tim Clary | Promoter | Bracey, VA |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2009-10-07](https://search.stillhousedata.com/formd/0001462811-09-000004) | D/A | $30.0M | $1.1M |
| [2009-07-01](https://search.stillhousedata.com/formd/0001462811-09-000003) | D/A | $20.4M | $750K |

## More

- [CIK 1462811 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1462811&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001462811-09-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.
