# Cash Mgt Solutions, LLC — Form D

Cash Mgt Solutions, LLC of SUMMIT, NJ, a company, filed a Form D exempt-offering notice with the SEC on 2022-08-02. The offering totals $425K, of which $425K was reported sold. Industry: Other.

## Offering

- Filed: 2022-08-02
- Form: D
- Accession: 0001940714-22-000001
- Industry: Other
- Exemptions: 06b
- Total offering: $425K
- Amount sold: $425K
- Minimum investment: $50K
- Investors: 4
- Date of first sale: 2022-07-25
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-454556

## Issuer

- Name: Cash Mgt Solutions, LLC
- CIK: 0001940714
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2022
- Address: 35 BEECHWOOD ROAD, SUMMIT, NJ, 07901
- Phone: 973-994-0606

## Officers, directors & promoters (17)

| Name | Role | Location |
| --- | --- | --- |
| E. Perot Bissell | Director | Summit, NJ |
| Robert Perot Chefitz | Director | Summit, NJ |
| Annie Perot Lan | Director | Summit, NJ |
| Francis J Leto | Director | Summit, NJ |
| Mark T McGrath, Sr. | Director | Moorestown, NJ |
| E. Perot Bissell | Executive Officer | Summit, NJ |
| Robert Perot Chefitz | Executive Officer | Summit, NJ |
| Annie Perot Lan | Executive Officer | Summit, NJ |
| Mark T McGrath, Sr. | Executive Officer | Moorestown, NJ |
| Thomas J Raftery | Executive Officer | Moorestown, NJ |
| Robert Marc Chefitz | Director | SUMMIT, NJ |
| Robert Marc Chefitz | Executive Officer | SUMMIT, NJ |
| Mark T. McGrath, Sr. | Director | Summit, NJ |
| Mark T. McGrath, Sr. | Executive Officer | Summit, NJ |
| Annie Marc Lan | Director | Summit, NJ |
| Annie Marc Lan | Executive Officer | Summit, NJ |
| Francis J. Leto | Director | Summit, NJ |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-01-12](https://search.stillhousedata.com/formd/0001940714-26-000001) | D | $450K | $450K |

## More

- [CIK 1940714 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1940714&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001940714-22-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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