CFA Financial Partners I
Charlotte, US · Founded 2024 · North Carolina LLC
Founders & leadership
GA
Gorge A Morgan, IIINamed on SEC filing
DL
Derek L CopelandNamed on SEC filing
Reported raises · per SEC filings
Form D private placements$715K disclosed across 1 round · 2024
▶$715KraisedDec 2024 · 10 investors · OtherRule 506(b)
▶$715KraisedDec 2024 · 10 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Gorge A Morgan, IIIExecutive Officer
- Derek L CopelandExecutive Officer
- Offering amount
- $715K
- Amount sold
- $715K
- Minimum investment
- $50K
- First sale
- Oct 2024
- Incorporated
- Limited Liability Company, North Carolina, 2024
- Federal exemptions
- 06b, 3C, 3C.1
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- How much funding has CFA Financial Partners I raised?
- CFA Financial Partners I has disclosed $715K raised across 1 round.
- Where is CFA Financial Partners I headquartered?
- CFA Financial Partners I is headquartered in Charlotte, US.