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Oldsecond
Aurora, US · 1 known investors
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Old Second National Bank provides wealth management services including investment management, financial planning, trust and estate administration, and retirement plan consulting for high-net-worth individuals, families, businesses, and institutional clients.
Founders & leadership
Board
BJ
Billy J. LyonsBoard director
BF
Barry FinnBoard director
EB
Edward BonifasBoard director
JL
John LadowiczBoard director
JF
James F. TapscottBoard director
PT
Patti Temple RocksBoard director
DS
Duane SuitsBoard director
WK
William KaneBoard director
WB
William B. SkoglundBoard director
Investors · 1
Reported raises · per SEC filings
Form D private placements$60M disclosed across 1 round · 2021
▶$60MraisedApr 2021 · 24 investors · Commercial BankingRule 506(b)
▶$60MraisedApr 2021 · 24 investors · Commercial Banking
Rule 506(b)Officers, directors & promoters on the filing
- Billy J. LyonsDirector
- Richard GartelmannExecutive Officer
- Gary CollinsExecutive Officer, Director
- Barry FinnDirector
- Donald PilmerExecutive Officer
- Edward BonifasDirector
- John LadowiczDirector
- James F. TapscottDirector
- Patti Temple RocksDirector
- Duane SuitsDirector
- William KaneDirector
- William B. SkoglundDirector
- Hugh McLeanDirector
- Bradley AdamsExecutive Officer
- Jill YorkDirector
- James EccherExecutive Officer, Director
- Offering amount
- $60M
- Amount sold
- $60M
- Minimum investment
- $500K
- Sales commissions
- $750K
- Placement agents
- Keefe, Bruyette & Woods, Inc. a Stifel Company
- First sale
- Apr 2021
- Incorporated
- Corporation, Delaware
- 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 Oldsecond do?
- Old Second National Bank provides wealth management services including investment management, financial planning, trust and estate administration, and retirement plan consulting for high-net-worth individuals, families, businesses, and institutional clients.
- Who are Oldsecond's investors?
- Oldsecond's investors include Patriot Financial Partners.
- How much funding has Oldsecond raised?
- Oldsecond has disclosed $60M raised across 1 round.
- Where is Oldsecond headquartered?
- Oldsecond is headquartered in Aurora, US.