# PT Financial Companies LLC — Form D

PT Financial Companies LLC of CHICAGO, IL, a company, filed a Form D exempt-offering notice with the SEC on 2018-01-08. The offering totals $24.6M, of which $24.6M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2018-01-08
- Form: D
- Accession: 0001720453-18-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $24.6M
- Amount sold: $24.6M
- Minimum investment: $50K
- Investors: 51
- Date of first sale: 2017-12-22
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-302661

## Issuer

- Name: PT Financial Companies LLC
- CIK: 0001720453
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Address: 500 WEST MADISON SUITE 450, CHICAGO, IL, 60661
- Phone: 312-521-1130

## Officers, directors & promoters (25)

| Name | Role | Location |
| --- | --- | --- |
| Chirag Shah | Director | Bozeman, MT |
| Chirag Shah | Executive Officer | Bozeman, MT |
| Scott Reed | Director | Chicago, IL |
| Scott Reed | Related Person | Chicago, IL |
| Brian Leibfried | Director | Chicago, IL |
| Ryan Gazda | Executive Officer | Chicago, IL |
| Jennifer Docherty | Executive Officer | Chicago, IL |
| Adam Buresh | Director | Chicago, IL |
| Richard Berg | Director | Chicago, IL |
| Zachary Johnson | Director | Chicago, IL |
| Heather Kreager | Director | Chicago, IL |
| Heather Kreager | Related Person | Chicago, IL |
| Eric Brown | Director | Chicago, IL |
| Richard Graham, Jr. | Director | Chicago, IL |
| David Floyd Wilding | Executive Officer | Chicago, IL |
| Philip Mark Nussbaum | Executive Officer | CHICAGO, IL |
| Richard Scott Berg | Executive Officer | CHICAGO, IL |
| Chirag G. Shah | Related Person | Chicago, IL |
| Ryan M. Gazda | Related Person | Chicago, IL |
| Anthony J. DePalo | Related Person | Chicago, IL |
| Richard S. Berg | Related Person | Chicago, IL |
| Zachary R. Johnson | Related Person | Chicago, IL |
| Adam C. Buresh | Related Person | Chicago, IL |
| Richard W. Graham, Jr. | Related Person | Chicago, IL |
| Eric P. Brown | Related Person | Chicago, IL |

## Other filings by this issuer (5)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-07-08](https://search.stillhousedata.com/formd/0001720453-26-000003) | D | $1.4M | $1.4M |
| [2025-06-25](https://search.stillhousedata.com/formd/0001720453-25-000001) | D | $10.5M | $10.5M |
| [2024-12-31](https://search.stillhousedata.com/formd/0001720453-24-000004) | D | $71.6M | $71.6M |
| [2019-07-02](https://search.stillhousedata.com/formd/0001720453-19-000002) | D | $15.0M | $15.0M |
| [2017-10-24](https://search.stillhousedata.com/formd/0001720453-17-000001) | D | $8.0M | $8.0M |

## More

- [CIK 1720453 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1720453&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001720453-18-000002.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.