Fundraising Fox

Cash Mgt Solutions

Summit, US · Founded 2022 · Delaware LLC

Founders & leadership

EP
E. Perot BissellManager
TR
Thomas RafteryNamed on SEC filing
MT
Mark T. McGrath, Sr.Manager
AL
Annie LanManager

Board

RM
Robert Marc ChefitzManager
RC
Robert ChefitzManager
FJ
Francis J. LetoManager

Reported raises · per SEC filings

Form D private placements

$875K disclosed across 2 rounds · 2022–2025

▶$450KraisedJan 2026 · 6 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Mark T. McGrath, Sr.Executive Officer, Director
  • Annie LanExecutive Officer, Director
  • Robert Marc ChefitzExecutive Officer, Director
  • Francis J. LetoDirector
Offering amount
$450K
Amount sold
$450K
First sale
Dec 2025
Incorporated
Limited Liability Company, Delaware, 2022
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$425KraisedAug 2022 · 4 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Annie LanExecutive Officer, Director
  • Francis J. LetoDirector
  • Mark T. McGrath, Sr.Executive Officer, Director
  • E. Perot BissellExecutive Officer, Director
  • Robert ChefitzExecutive Officer, Director
  • Thomas RafteryExecutive Officer
Offering amount
$425K
Amount sold
$425K
Minimum investment
$50K
First sale
Jul 2022
Incorporated
Limited Liability Company, Delaware, 2022
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 Cash Mgt Solutions raised?
Cash Mgt Solutions has disclosed $875K raised across 2 rounds.
Where is Cash Mgt Solutions headquartered?
Cash Mgt Solutions is headquartered in Summit, US.