Fieldpointprivate
Greenwich, US · 1 known investors
Fieldpoint Private is a boutique private bank and wealth management firm providing banking, financial advice, and unified wealth strategies to successful entrepreneurs, executives, business owners, and families with complex or intergenerational wealth. It serves over 1,000 client families in the U.S. and dozens of countries worldwide.
Fintech
Founders & leadership
GO
Gina OmolonExecutive
HR
H. Russell HollandExecutive
SR
Sahay RudrabhishekNamed on SEC filing
BI
B. Ian McMahonNamed on SEC filing
DT
Daniel T. NapoliNamed on SEC filing
DM
Donald M. UllmannNamed on SEC filing
Board
JD
James DeutschBoard director
JF
James F. DeutschBoard director
SM
Scott MacKenzieBoard director
MA
Mark A. RiccaBoard director
DL
David LukachBoard director
MJ
Mark J. CasellaBoard director
Investors · 1
Reported raises · per SEC filings
Form D private placements$56.6M disclosed across 5 rounds · 2021–2024
▶$5MraisedOct 2024 · 1 investors · Commercial BankingRule 506(b)
▶$5MraisedOct 2024 · 1 investors · Commercial Banking
Rule 506(b)Officers, directors & promoters on the filing
- Gina OmolonExecutive Officer
- Scott MacKenzieDirector
- Mark A. RiccaDirector
- David M. LukachDirector
- H. Russell HollandExecutive Officer, Director
- James DeutschDirector
- Mark J. CasellaDirector
- Timothy J. TullyDirector
- Amount sold
- $5M
- First sale
- Sep 2024
- Incorporated
- Corporation, Maryland
- Federal exemptions
- 06b
▶$4MraisedMay 2024 · 1 investors · Commercial BankingRule 506(b)
▶$4MraisedMay 2024 · 1 investors · Commercial Banking
Rule 506(b)Officers, directors & promoters on the filing
- H. Russell HollandExecutive Officer, Director
- Mark J. CasellaDirector
- Gina OlomonExecutive Officer
- Mark A. RiccaDirector
- Timothy J. TullyDirector
- Scott MacKenzieDirector
- David M. LukachDirector
- James DeutschDirector
- Donald M. UllmannDirector
- Amount sold
- $4M
- First sale
- May 2024
- Incorporated
- Corporation, Maryland
- Federal exemptions
- 06b
▶$5MraisedDec 2023 · 4 investors · Commercial BankingRule 506(b)
▶$5MraisedDec 2023 · 4 investors · Commercial Banking
Rule 506(b)Officers, directors & promoters on the filing
- James DeutschDirector
- Timothy J. TullyDirector
- Mark A. RiccaDirector
- Debra HuddlestonDirector
- Scott MacKenzieDirector
- H. Russell HollandExecutive Officer, Director
- Gina OlomonExecutive Officer
- Mark J. CasellaDirector
- Donald M. UllmannDirector
- David M. LukachDirector
- Offering amount
- $5M
- Amount sold
- $5M
- Sales commissions
- $600K
- Placement agents
- Piper Sandler & Co.
- First sale
- Dec 2023
- Incorporated
- Corporation, Maryland
- Federal exemptions
- 06b
▶$4.4MraisedJan 2023 · 8 investors · Commercial BankingRule 506(b)
▶$4.4MraisedJan 2023 · 8 investors · Commercial Banking
Rule 506(b)Officers, directors & promoters on the filing
- Timothy TullyDirector
- Mark J. RiccaDirector
- Debra HuddlestonDirector
- Gina OmolonExecutive Officer
- Rudy SahayDirector
- James DeutschDirector
- Gerry CuddyDirector
- Donald M. UllmannDirector
- H. Russell HollandExecutive Officer, Director
- Brent YamaatoExecutive Officer
- David LukachDirector
- Mark J. CasellaDirector
- Offering amount
- $27M
- Amount sold
- $4.4M
- First sale
- Dec 2022
- Incorporated
- Corporation, Maryland
- Federal exemptions
- 06b
▶$38.2MraisedJul 2021 · 14 investors · Commercial BankingRule 506(b)
▶$38.2MraisedJul 2021 · 14 investors · Commercial Banking
Rule 506(b)Officers, directors & promoters on the filing
- David M. LukachDirector
- Sahay RudrabhishekDirector
- Mark A. RiccaDirector
- Timothy TullyExecutive Officer, Director
- James F. DeutschDirector
- Mark J. CasellaDirector
- B. Ian McMahonExecutive Officer
- Daniel T. NapoliDirector
- Donald M. UllmannDirector
- Offering amount
- $38.2M
- Amount sold
- $38.2M
- First sale
- Jun 2021
- Incorporated
- Corporation, Maryland
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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Frequently asked questions
- What does Fieldpointprivate do?
- Fieldpoint Private is a boutique private bank and wealth management firm providing banking, financial advice, and unified wealth strategies to successful entrepreneurs, executives, business owners, and families with complex or intergenerational wealth. It serves over 1,000 client families in the U.S. and dozens of countries worldwide.
- Who are Fieldpointprivate's investors?
- Fieldpointprivate's investors include Patriot Financial Partners.
- How much funding has Fieldpointprivate raised?
- Fieldpointprivate has disclosed $56.6M raised across 5 rounds.
- Where is Fieldpointprivate headquartered?
- Fieldpointprivate is headquartered in Greenwich, US.