Financeware Holdings LLC — Form D

Financeware Holdings LLC of RADNOR, PA, a company, filed a Form D exempt-offering notice with the SEC on 2014-01-06. The offering totals $3.8M, of which $3.8M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (24)

NameRoleLocation
MICHAEL ASHKERDirectorSAN MATEO, CA
Walter ManerDirectorRadnor, PA
Leonard ReinhartDirectorRADNOR, PA
Lee GarberExecutive OfficerRadnor, PA
Walter ManerExecutive OfficerRadnor, PA
Jonathan SchwartzExecutive OfficerHenrico, VA
Robert GreifeldDirectorJupiter, FL
Lee GarberDirectorRadnor, PA
James AshtonDirectorRadnor, PA
Robert WardDirectorDallas, TX
Robert WardExecutive OfficerDallas, TX
Anna EwingDirectorRADNOR, PA
Willaim MorrisseyDirectorRADNOR, PA
Justin DuBruelerExecutive OfficerRadnor, PA
Walter P Maner, IVDirectorRADNOR, PA
Walter P Maner, IVExecutive OfficerRADNOR, PA
Lee P GarberDirectorRADNOR, PA
James P AshtonDirectorRADNOR, PA
Leonard P ReinhartDirectorRADNOR, PA
Robert P GreifeldDirectorRADNOR, PA
Anna P EwingDirectorRADNOR, PA
Justin P DuBruelerExecutive OfficerRadnor, PA
Kevin P RaffertyDirectorRadnor, PA
Kevin P RaffertyExecutive OfficerRadnor, PA

Other filings by this issuer (3)

FiledFormOfferingSold
2022-01-14D$36.0M$36.0M
2018-12-21D$22.0M$20.1M
2018-05-14D$3.5M$3.5M

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