Carson Group Holdings, LLC — Form D
Carson Group Holdings, LLC of Omaha, NE, a company, filed a Form D exempt-offering notice with the SEC on 2021-07-26. The offering totals $329.8M, of which $182.6M was reported sold. Industry: Other Banking and Financial Services.
Offering
- Filed: 2021-07-26
- Form: D
- Accession: 0001672408-21-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $329.8M
- Amount sold: $182.6M
- Remaining: $147.1M
- Minimum investment: $182.6M
- Investors: 1
- Date of first sale: 2021-07-13
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-407758
Issuer
- Name: Carson Group Holdings, LLC
- CIK: 0001672408
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2016
- Address: 14600 Branch Street, Omaha, NE, 68154
- Phone: 888-321-0808
Officers, directors & promoters (22)
| Name | Role | Location |
|---|
| Kevin B Bhatt | Director | New York, NY |
| James B Brown | Director | Omaha, NE |
| Ronald L Carson | Director | Omaha, NE |
| Aaron E Schaben | Director | Omaha, NE |
| Teri S Shepherd | Director | Omaha, NE |
| Ronald L Carson | Executive Officer | Omaha, NE |
| Nicholas J Engelbart | Executive Officer | Omaha, NE |
| Kevin J Miller | Executive Officer | Omaha, NE |
| Aaron E Schaben | Executive Officer | Omaha, NE |
| Teri S Shepherd | Executive Officer | Omaha, NE |
| Jim Brown | Director | North York, A6 |
| Kevin Bhatt | Director | Forest Hills, NY |
| Robert Moore | Director | Cheyenne, WY |
| Ron Carson | Director | Lampman, A9 |
| Ron Carson | Executive Officer | Lampman, A9 |
| Aaron Schaben | Director | Omaha, NE |
| Aaron Schaben | Executive Officer | Omaha, NE |
| Paul West | Executive Officer | Omaha, NE |
| Teri Shepherd | Director | Omaha, NE |
| Teri Shepherd | Executive Officer | Omaha, NE |
| Steve Lockshin | Director | Omaha, NE |
| Laura Pierson | Executive Officer | Omaha, NE |
Other filings by this issuer (1)
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