Fundraising Fox

Brookwood Group

San Francisco, US · California corporation

Founders & leadership

RS
Roger S. VolkExecutive
AM
Alan M. KatzExecutive
JC
James C. MuellerExecutive
LG
Lisa GrayExecutive
KR
Kenneth R. KlebanoffExecutive
LC
Linda C. SimonExecutive
MT
Mark TroenExecutive
MG
Michael GionExecutive
SS
S. Shepherd HeeryNamed on SEC filing

Board

DB
Douglas BulleitBoard director
LK
Lawrence KelleyBoard director

Reported raises · per SEC filings

Form D private placements

$683.9K disclosed across 4 rounds · 2014–2017

$266.7KraisedOct 2017 · 15 investors · Other Real Estate
Officers, directors & promoters on the filing
  • Alan M. KatzExecutive Officer, Director
  • Kenneth R. KlebanoffExecutive Officer
  • Christopher FraleyDirector
  • James R. MuellerDirector
  • Douglas BulleitDirector
  • Mark TroenExecutive Officer
  • Michael GionExecutive Officer
  • S. Shepherd HeeryExecutive Officer, Director
  • Linda C. SimonExecutive Officer
Offering amount
$1.1M
Amount sold
$266.7K
First sale
Jun 2017
Incorporated
Corporation, California
Federal exemptions
04
Full filing on SEC EDGAR ↗
$60KraisedFeb 2017 · 1 investors · Other Real Estate
Officers, directors & promoters on the filing
  • Douglas BulleitDirector
  • Michael GionExecutive Officer
  • Mark TroenExecutive Officer
  • Linda C. SimonExecutive Officer
  • James R. MuellerDirector
  • Lawrence KelleyDirector
  • S. Shepherd HeeryExecutive Officer, Director
  • Kenneth R. KlebanoffExecutive Officer
  • Alan M. KatzExecutive Officer, Director
Offering amount
$60K
Amount sold
$60K
First sale
Feb 2017
Incorporated
Corporation, California
Federal exemptions
04
Full filing on SEC EDGAR ↗
$28.7KraisedFeb 2016 · 4 investors · Other Real Estate
Officers, directors & promoters on the filing
  • Linda C. SimonExecutive Officer
  • Douglas BulleitDirector
  • Liza GrayExecutive Officer
  • Kenneth R. KlebanoffExecutive Officer
  • Michael GionExecutive Officer
  • S. Shepherd HeeryExecutive Officer, Director
  • Mark TroenExecutive Officer
  • Alan M. KatzExecutive Officer, Director
  • Lawrence KelleyDirector
  • James R. MuellerDirector
Offering amount
$74.5K
Amount sold
$28.7K
Proceeds to insiders
$41.3K
First sale
Jan 2016
Incorporated
Corporation, California
Federal exemptions
04
Full filing on SEC EDGAR ↗
$328.5KraisedJan 2015 · 24 investors · Business Services
Officers, directors & promoters on the filing
  • Roger S. VolkExecutive Officer
  • Douglas BulleitDirector
  • S. Shepherd HeeryExecutive Officer, Director
  • Lawrence R. KelleyDirector
  • Alan M. KatzExecutive Officer, Director
  • James C. MuellerExecutive Officer, Director
  • Lisa GrayExecutive Officer
  • Kenneth R. KlebanoffExecutive Officer
  • Linda C. SimonExecutive Officer
  • Mark TroenExecutive Officer
  • Michael GionExecutive Officer
Offering amount
$651K
Amount sold
$328.5K
Proceeds to insiders
$41K
First sale
Jan 2014
Incorporated
Corporation, California
Federal exemptions
04
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 Brookwood Group raised?
Brookwood Group has disclosed $683.9K raised across 4 rounds.
Where is Brookwood Group headquartered?
Brookwood Group is headquartered in San Francisco, US.