M FINANCIAL HOLDINGS INC

Profile

Company Names

M FINANCIAL HOLDINGS INC

Addresses

1125 NW COUCH STREET, SUITE 900, PORTLAND, OR 97209

1125 NW COUCH ST, SUITE 900, PORTLAND, OR 97209

1125 N W COUCH ST, SUITE 900, PORTLAND, OR 97209

Phone Numbers

503-232-6960

 

Entity Type:

CORPORATION

Industry:

INSURANCE

Year Incorporated:

> 5 years ago

State Incorporated:

DELAWARE

Total Amount Raised:

$79,221,050.00

Number of Funding Rounds:

20
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
20
2026-03-13 
$8,857,670.00 
$8,857,670.00 
$0.00 
Equity 
19
2025-03-13 
$6,811,520.00 
$6,811,520.00 
$0.00 
Equity 
18
2024-03-14 
$4,308,680.00 
$4,308,680.00 
$0.00 
Equity 
17
2023-03-14 
$10,000.00 
$10,000.00 
$0.00 
Equity 
16
2023-03-13 
$6,049,850.00 
$6,049,850.00 
$0.00 
Equity 
15
2022-06-30 
$8,241,880.00 
$8,241,880.00 
$0.00 
Equity 
14
2022-03-14 
$8,347,420.00 
$8,347,420.00 
$0.00 
Equity 
13
2022-03-11 
$30,000.00 
$30,000.00 
$0.00 
Equity 
12
2020-03-12 
$60,000.00 
$60,000.00 
$0.00 
Equity 
11
2019-03-13 
$5,342,970.00 
$5,342,970.00 
$0.00 
Equity 
10
2018-03-07 
$8,232,930.00 
$8,232,930.00 
$0.00 
Equity 
9
2017-03-08 
$3,051,010.00 
$3,051,010.00 
$0.00 
Equity 
8
2016-03-09 
$3,460,610.00 
$3,460,610.00 
$0.00 
Equity 
7
2015-03-13 
$20,000.00 
$20,000.00 
$0.00 
Equity 
6
2014-03-12 
$30,000.00 
$30,000.00 
$0.00 
Equity 
5
2013-03-13 
$5,286,800.00 
$5,286,800.00 
$0.00 
Equity 
4
2012-03-08 
$6,123,730.00 
$6,123,730.00 
$0.00 
Equity 
3
2011-03-10 
$4,915,980.00 
$4,915,980.00 
$0.00 
Equity 
2
2010-03-10 
$40,000.00 
$40,000.00 
$0.00 
Equity 
1
2009-06-10 
$0.00 
$42,720.00 
$42,720.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
IAN 
 
AGUILAR 
EXECUTIVE OFFICER
CAROLYN 
BAHRMAN 
EXECUTIVE OFFICER
LORRIE 
 
BALDEVIA 
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KRISTIN 
BARENS 
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KRISTIN 
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BARENS 
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JOHN 
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JEFFREY 
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JOSH 
 
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JEFFREY 
J. 
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RUSSELL 
BUNDSCHUH 
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RUSSELL 
G. 
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DAVID 
BYERS 
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DAVID 
BYERS, JR. 
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DAVID 
F. 
BYERS, JR. 
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DANIEL 
BYRNE 
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CAROL 
A. 
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JOSHUA 
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MELANIE 
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CHENEY 
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JASON 
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DAVID 
COLYE 
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JENNIFER 
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JENNIFER 
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DAVID 
 
COYLE 
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JEFF 
 
CURRIE 
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JEFFREY 
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PHILIP 
DE BRUYN 
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DAVID 
DOWNEY 
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DAVID 
J. 
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JACQUELINE 
DUNCKLEY 
EXECUTIVE OFFICER
JACQUELINE 
M. 
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EXECUTIVE OFFICER
BRENT 
EDEN 
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KENNETH 
EHINGER 
EXECUTIVE OFFICER
ROBERT 
FINNEGAN 
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DONALD 
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BRUCE 
 
FULLER 
EXECUTIVE OFFICER
BRUCE 
FULLER 
EXECUTIVE OFFICER
BRITTANY 
D. 
GRAMBO 
EXECUTIVE OFFICER
ANDREW 
GRAVES 
EXECUTIVE OFFICER
ANDREW 
P. 
GRAVES 
EXECUTIVE OFFICER
RONALD 
GREENBERG 
DIRECTOR
RONALD 
J. 
GREENBERG 
DIRECTOR
BROOKE 
ZRNO 
GRISHAM 
EXECUTIVE OFFICER
JONELL 
 
HERMANSON 
EXECUTIVE OFFICER
TERENCE 
HORAN 
DIRECTOR
FRED 
JONSKE 
EXECUTIVE OFFICER, DIRECTOR
ANDREW 
 
KANELOS 
EXECUTIVE OFFICER
ANDREW 
G. 
KANELOS 
EXECUTIVE OFFICER
JAMES 
 
KAPLAN 
DIRECTOR
TAMARA 
KRAVEC 
EXECUTIVE OFFICER
TAMARA 
K. 
KRAVEC 
EXECUTIVE OFFICER
KEVIN 
KUKAR 
EXECUTIVE OFFICER
LUTHER 
A. 
LOCKWOOD II 
DIRECTOR
EUGENE 
LOVASCO 
DIRECTOR
STEVE 
 
LUNDIN 
EXECUTIVE OFFICER
RICHARD 
MACK 
DIRECTOR
RICHARD 
D. 
MACK 
DIRECTOR
TIMOTHY 
MALARKEY 
DIRECTOR
MIKE 
 
MARTOCCI 
EXECUTIVE OFFICER
KELLIE 
MARX 
EXECUTIVE OFFICER
R. 
MARK 
MCCULLOUGH 
DIRECTOR
ROBERT 
M. 
MCCULLOUGH 
DIRECTOR
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ROBERT 
MARK 
MCCULLOUGH 
DIRECTOR
BRIDGET 
 
MCNAMARA-FENESY 
EXECUTIVE OFFICER
JOHN 
 
MEISENBACH 
DIRECTOR
JOHN 
MEISENBACH 
DIRECTOR
JOHN 
W. 
MEISENBACH 
DIRECTOR
MICHAEL 
A. 
MINGOLELLI JR. 
DIRECTOR
MICHAEL 
MINGOLELLI, JR. 
DIRECTOR
MICHAEL 
A. 
MINGOLELLI, JR. 
DIRECTOR
MICHAEL 
MOLEWSKI 
DIRECTOR
CONNIE 
MORRISON 
EXECUTIVE OFFICER
PETER 
MULLIN 
DIRECTOR
PETER 
W. 
MULLIN 
DIRECTOR
MATTHEW 
MYLROIE 
EXECUTIVE OFFICER
LAWTON 
NEASE II 
DIRECTOR
LAWTON 
NEASE III 
DIRECTOR
LAWTON 
M. 
NEASE III 
DIRECTOR
LAWTON 
NEASE, III 
DIRECTOR
RANDALL 
O-CONNOR 
EXECUTIVE OFFICER
RANDALL 
M. 
O-CONNOR 
EXECUTIVE OFFICER
VICTOR 
PALMIERI 
DIRECTOR
VICTOR 
H. 
PALMIERI 
DIRECTOR
CARL 
PETERSON 
DIRECTOR
STEVEN 
J. 
SANDERS 
EXECUTIVE OFFICER
PRESTON 
M. 
SARTELLE 
DIRECTOR
MICHAEL 
SCHOONMAKER 
EXECUTIVE OFFICER
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S. 
SCHOONMAKER 
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DAVID 
SCHUTT 
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SRINIVASAN 
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S. 
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DIRECTOR
WESTLEY 
THOMPSON 
EXECUTIVE OFFICER, DIRECTOR
VENKATARAMAN 
KUMARESH 
TIRUPPAYANAM 
EXECUTIVE OFFICER
VENKATARAMAN 
KUMARES 
TIRUPPAYANAMH 
EXECUTIVE OFFICER
CHERYL 
 
TOBIN 
EXECUTIVE OFFICER
CHERYL 
TOBIN 
EXECUTIVE OFFICER
JERI 
TURLEY 
DIRECTOR
ETHEL 
VANDECRUZE 
DIRECTOR
ETHEL 
GRACE 
VANDECRUZE 
DIRECTOR
CHRISTOPHER 
J. 
WEYRAUCH 
DIRECTOR
BERNARD 
WHITE 
DIRECTOR
BERNARD 
JOSEPH 
WHITE 
DIRECTOR
JESSE 
 
WHITETHORN 
EXECUTIVE OFFICER
KIMBERLY 
WILLIAMS 
EXECUTIVE OFFICER
PETER 
WILLIAMS 
DIRECTOR
PETER 
M. 
WILLIAMS 
DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2026-03-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2025-03-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2024-03-14 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-03-14 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-03-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-06-30 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-03-14 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2022-03-11 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2020-03-12 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2020-03-12 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2019-03-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2019-03-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2018-03-07 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2017-03-08 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2016-03-09 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2016-03-09 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2015-03-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2015-03-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2014-03-12 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2014-03-12 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2013-03-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2013-03-13 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2012-03-08 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2012-03-08 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2011-03-10 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2011-03-10 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2010-03-10 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2010-03-10 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-06-10 
D
INSURANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-06-10 
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