# Halo Investing, Inc. — Form D

Halo Investing, Inc. of CHICAGO, IL, a company, filed a Form D exempt-offering notice with the SEC on 2019-03-05. The offering totals $14.0M, of which $9.8M was reported sold. Industry: Investing.

## Offering

- Filed: 2019-03-05
- Form: D
- Accession: 0001708311-19-000001
- Industry: Investing
- Exemptions: 06b
- Total offering: $14.0M
- Amount sold: $9.8M
- Remaining: $4.2M
- Investors: 14
- Date of first sale: 2019-02-22
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-334118

## Issuer

- Name: Halo Investing, Inc.
- CIK: 0001708311
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2015
- Address: 130 S JEFFERSON, SUITE 250, CHICAGO, IL, 60661
- Phone: 312-586-2790

## Officers, directors & promoters (13)

| Name | Role | Location |
| --- | --- | --- |
| "Xin ""James""" P Wu | Director | Chicago, IL |
| Nick P Fera | Executive Officer | Chicago, IL |
| James P Fortescue | Director | Chicago, IL |
| Jason Barsema | Director | Chicago, IL |
| Jason Barsema | Executive Officer | Chicago, IL |
| Abhinav P Tiwari | Director | Chicago, IL |
| Dennis P Barsema | Director | Chicago, IL |
| Biju Kulathakal | Director | Chicago, IL |
| Biju Kulathakal | Executive Officer | Chicago, IL |
| Biju M Kulathakal | Director | Chicago, IL |
| Biju M Kulathakal | Executive Officer | Chicago, IL |
| Jason M Barsema | Director | — |
| Jason M Barsema | Executive Officer | — |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2021-04-26](https://search.stillhousedata.com/formd/0001708311-21-000001) | D | $115.0M | $35.8M |
| [2017-06-05](https://search.stillhousedata.com/formd/0001708311-17-000001) | D | $6.8M | $4.1M |

## More

- [CIK 1708311 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1708311&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001708311-19-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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