Collective Financial Services
San Francisco, US · Founded 2017 · Delaware corporation
Founders & leadership
EK
Eric KimNamed on SEC filing
DJ
Daniel Joseph Di SpaltroNamed on SEC filing
CP
Christopher Philip LotzNamed on SEC filing
Reported raises · per SEC filings
Form D private placements$8.8M disclosed across 3 rounds · 2020–2023
▶$200KraisedJan 2024 · 3 investors · OtherRule 506(b)
▶$200KraisedJan 2024 · 3 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Eric KimDirector
- Christopher Philip LotzExecutive Officer, Director
- Daniel Joseph Di SpaltroExecutive Officer, Director
- Offering amount
- $2.1M
- Amount sold
- $200K
- First sale
- Dec 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$1.2MraisedJul 2023 · 4 investors · OtherRule 506(b)
▶$1.2MraisedJul 2023 · 4 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Daniel Joseph Di SpaltroExecutive Officer, Director
- Eric KimDirector
- Christopher Philip LotzExecutive Officer, Director
- Offering amount
- $4M
- Amount sold
- $1.2M
- First sale
- Jun 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$7.4MraisedNov 2020 · 9 investors · OtherRule 506(b)
▶$7.4MraisedNov 2020 · 9 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Eric KimDirector
- Daniel Joseph Di SpaltroExecutive Officer, Director
- Christopher Philip LotzExecutive Officer, Director
- Offering amount
- $10M
- Amount sold
- $7.4M
- First sale
- Oct 2020
- Incorporated
- Corporation, Delaware, 2017
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- How much funding has Collective Financial Services raised?
- Collective Financial Services has disclosed $8.8M raised across 3 rounds.
- Where is Collective Financial Services headquartered?
- Collective Financial Services is headquartered in San Francisco, US.