# Fiduciary Exchange LLC — Form D

Fiduciary Exchange LLC of BERWYN, PA, a company, filed a Form D exempt-offering notice with the SEC on 2022-03-17. The offering totals $5.0M, of which $5.0M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2022-03-17
- Form: D
- Accession: 0001884598-22-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $5.0M
- Amount sold: $5.0M
- Investors: 6
- Date of first sale: 2022-03-02
- Security types: debt
- Revenue range: Decline to Disclose
- SEC file number: 021-437664

## Issuer

- Name: Fiduciary Exchange LLC
- CIK: 0001727061
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2017
- Address: 1000 CHESTERBROOK BOULEVARD, BERWYN, PA, 19312
- Phone: 484 325-2160

## Officers, directors & promoters (20)

| Name | Role | Location |
| --- | --- | --- |
| RICHARD ANESER | Director | BERWYN, PA |
| PAUL HONDROS | Director | BERWYN, PA |
| JOSHUA MAYER | Director | BERWYN, PA |
| THOMAS SIPP | Director | BERWYN, PA |
| Suzanne Niemeyer | Executive Officer | Orlando, FL |
| James Warren | Executive Officer | Minneapolis, MN |
| PAULA J NELSON | Director | NEW YORK, NY |
| DANA J D'AURIA | Director | Berwyn, PA |
| THOMAS J SIPP | Director | BERWYN, PA |
| RICHARD ROMANO | Executive Officer | BERWYN, PA |
| DYLAN J TYSON | Director | SHELTON, CT |
| RICHARD J ANESER | Director | BERWYN, PA |
| PAUL J HONDROS | Director | BERWYN, PA |
| JOSHUA J MAYER | Director | Berwyn, PA |
| NATE EINHORN | Executive Officer | BERWYN, PA |
| WILLIAM CRAGER | Director | BERWYN, PA |
| MINH BUI | Executive Officer | BERWYN, PA |
| Rich Romano | Executive Officer | Villanova, PA |
| Tom Sipp | Director | Villanova, PA |
| Dan MacKinnon | Executive Officer | Villanova, PA |

## Other filings by this issuer (5)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-03-19](https://search.stillhousedata.com/formd/0001879785-24-000007) | D | $12.0M | $12.0M |
| [2022-11-10](https://search.stillhousedata.com/formd/0001879785-22-000072) | D | $24.3M | $24.3M |
| [2021-06-07](https://search.stillhousedata.com/formd/0001727061-21-000002) | D | $6.0M | $2.7M |
| [2021-06-07](https://search.stillhousedata.com/formd/0001727061-21-000001) | D | $1.1M | $1.1M |
| [2018-01-04](https://search.stillhousedata.com/formd/0001727061-18-000001) | D | $2.7M | $1.3M |

## More

- [CIK 1727061 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1727061&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001884598-22-000002.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.