Form D · Commercial Banking
Fieldpoint Private Holdings, Inc.
Greenwich, CT · CIK 0001870391
Offering snapshot reported Sep 28, 2026 · SEC filing
- Reported sold
- $34M Offering amount: $34M
- Investors reported
- 17 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Sep 9, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 28, 2026 | Initial | $34,000,000 | No comparison | 17 | SEC filing |
| Oct 7, 2024 | Initial | $5,000,000 | No comparison | 1 | SEC filing |
| May 14, 2024 | Initial | $4,000,003 | No comparison | 1 | SEC filing |
| Dec 20, 2023 | Initial | $5,000,052 | No comparison | 4 | SEC filing |
| Jan 5, 2023 | Initial | $4,365,648 | No comparison | 8 | SEC filing |
| Jul 13, 2021 | Initial | $38,200,320 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-599067
Source: Form D, filed Sep 28, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| David Bagatelle | Executive |
| Mark J. Casella | Director |
| Ian Cox | Executive |
| Gerry Cuddy | Director |
| John W. Davis | Executive |
| James Deutsch | Director |
| Brian Donovan | Director |
| Carol J.E. Feeley | Executive |
| Harry Russell Holland | Director |
| H. Russell Holland | Director, Executive |
| Debra Huddleston | Director |
| Uri Ivron | Executive |
| David M. Lukach | Director |
| Scott Mac Kenzie | Director |
| B. Ian Mc Mahon | Executive |
| Daniel T. Napoli | Director |
| Gina Olomon | Executive |
| Gina Omolon | Executive |
| Mark A. Ricca | Director |
| Sahay Rudrabhishek | Director |
| Rudy Sahay | Director |
| Todd Sipe | Director |
| Timothy J. Tully | Director |
| Donald M. Ullmann | Director |
| Rodney Whitwell | Director, Executive |
| Brent Yamaato | Executive |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:
3 Greenwich Office Park Suite 250
Greenwich, CT, 06831
Phone: 203-413-9300
Greenwich, CT, 06831
Phone: 203-413-9300