Fundraising Fox

Advantia Holdings

Arlington, US · Founded 2013 · Delaware LLC

Founders & leadership

MC
Matthew CollinsExecutive
JJJo'Ann Jackson
Jo'Ann JacksoninExecutive
MSMichael Schifano
Michael SchifanoinExecutive
JV
Juan VegaExecutive
PGPeter Glass
Peter GlassinExecutive
JD
John Dale SchollerExecutive
MS
Marc SolomonExecutive
SG
Sean GlassNamed on SEC filing

Board

LH
Leslie HenshawBoard director
MS
Michael SchmidtBoard director
BB
Bede BroomeBoard director
JK
Jeffrey KindlerBoard director

Reported raises · per SEC filings

Form D private placements

$212.1M disclosed across 14 rounds · 2014–2025

$5MraisedMay 2025 · 3 investors · Hospitals and Physicians
Rule 506(b)
Officers, directors & promoters on the filing
  • Michael SchifanoExecutive Officer
  • Jo'Ann JacksonExecutive Officer
  • Pubali ChakravortyDirector
  • Michael SchmidtDirector
  • Bede BroomeDirector
  • Leslie HenshawDirector
  • Matthew CollinsExecutive Officer
Offering amount
$20M
Amount sold
$5M
Minimum investment
$250K
First sale
Apr 2025
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$1MraisedNov 2024 · 2 investors · Hospitals and Physicians
Rule 506(b)
Officers, directors & promoters on the filing
  • Matthew CollinsExecutive Officer
  • Juan VegaExecutive Officer
  • Michael SchifanoExecutive Officer
  • Bede BroomeDirector
  • Michael SchmidtDirector
  • Leslie HenshawDirector
  • Jo'Ann JacksonExecutive Officer
Offering amount
$5M
Amount sold
$1M
Minimum investment
$250K
First sale
Oct 2024
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$3MraisedJul 2024 · 2 investors · Hospitals and Physicians
Rule 506(b)
Officers, directors & promoters on the filing
  • Matthew CollinsExecutive Officer
  • Jo'Ann JacksonExecutive Officer
  • Leslie HenshawDirector
  • Michael SchifanoExecutive Officer
  • Juan VegaExecutive Officer
  • Michael SchmidtDirector
  • Bede BroomeDirector
Offering amount
$6M
Amount sold
$3M
Minimum investment
$250K
First sale
Jun 2024
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$82.7MraisedJan 2024 · 3 investors · Hospitals and Physicians
Rule 506(b)
Officers, directors & promoters on the filing
  • Jo'Ann JacksonExecutive Officer
  • Michael SchifanoExecutive Officer
  • Michael SchmidtDirector
  • Bede BroomeDirector
  • Angela WayneExecutive Officer
  • Jeff GoldbergExecutive Officer
  • Leslie HenshawDirector
Offering amount
$88.7M
Amount sold
$82.7M
Minimum investment
$250K
First sale
Dec 2023
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$45MraisedJan 2020 · 1 investors · Hospitals and Physicians
Rule 506(b)
Officers, directors & promoters on the filing
  • Sean GlassExecutive Officer, Director
  • Brent WesthovenExecutive Officer
  • Paul DaoustDirector
  • Richard FosterDirector
  • Leslie HenshawDirector
  • Mary LangowskiDirector
  • Nathan BarbourExecutive Officer
  • Lisa ShahExecutive Officer
  • Peter GlassDirector
  • Farinaz TehraniExecutive Officer
  • Ameya AggeDirector
  • James PieriDirector
Offering amount
$45M
Amount sold
$45M
Sales commissions
$1.4M
Placement agents
David Brauch
First sale
Nov 2019
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$3.1MraisedAug 2019 · 4 investors · Hospitals and Physicians
Rule 506(b)
Officers, directors & promoters on the filing
  • Robert BraboExecutive Officer
  • Ian KoonsExecutive Officer
  • Dale SchollerExecutive Officer
  • Donna NowakExecutive Officer
  • Johar ZeenaExecutive Officer
  • Lisa ShahExecutive Officer
  • Gilbert GoldbeckExecutive Officer
  • Mary LangowskiDirector
  • Leslie HenshawDirector
  • Richard FosterDirector
  • Paul DaoustDirector
  • Peter GlassDirector
  • Sean GlassExecutive Officer, Director
  • Nathan BarbourExecutive Officer
Offering amount
$7.5M
Amount sold
$3.1M
First sale
Aug 2019
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$11MraisedMar 2019 · 23 investors · Hospitals and Physicians
Rule 506(b)
Officers, directors & promoters on the filing
  • Paul DaoustDirector
  • Peter GlassExecutive Officer, Director
  • Mary LangowskiDirector
  • Robbi-Lynn WatinkExecutive Officer
  • Brent WesthovenExecutive Officer
  • Richard FosterDirector
  • Nathan BarbourExecutive Officer
  • Sean GlassExecutive Officer, Director
  • Lisa ShahExecutive Officer
  • Leslie HenshawDirector
Offering amount
$11M
Amount sold
$11M
First sale
Feb 2019
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$20MraisedFeb 2019 · 1 investors · Hospitals and Physicians
Rule 506(b)
Officers, directors & promoters on the filing
  • Robbi-Lynn WatinkExecutive Officer
  • Peter GlassDirector
  • Brent WesthovenExecutive Officer
  • Sean GlassExecutive Officer, Director
  • Paul DaoustDirector
  • Nathan BarbourExecutive Officer
  • Leslie HenshawDirector
  • Lisa ShahExecutive Officer
  • Mary LangowskiDirector
  • Richard FosterDirector
Offering amount
$20M
Amount sold
$20M
First sale
Jan 2018
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Frequently asked questions

How much funding has Advantia Holdings raised?
Advantia Holdings has disclosed $212.1M raised across 14 rounds.
Where is Advantia Holdings headquartered?
Advantia Holdings is headquartered in Arlington, US.