PERSONAL CAPITAL CORP

Profile

Company Names

PERSONAL CAPITAL CORP
SAFECORP FINANCIAL CORP

Addresses

3 LAGOON DRIVE, SUITE 200, REDWOOD CITY, CA 94065

1 CIRCLE STAR WAY, FIRST FLOOR, SAN CARLOS, CA 94070

1 CIRCLE STAR WAY, SUITE 189, SAN CARLOS, CA 94070

726 MAIN STREET, REDWOOD CITY, CA 94025

Phone Numbers

855-855-8005
6506193641

 

Entity Type:

CORPORATION

Industry:

OTHER BANKING AND FINANCIAL SERVICES, OTHER TECHNOLOGY

Year Incorporated:

2009

State Incorporated:

DELAWARE

Total Amount Raised:

$244,165,994.00

Number of Funding Rounds:

7
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
7
2019-01-24 
$50,000,000.00 
$100,000,000.00 
$50,000,000.00 
Equity 
6
2017-07-17 
$37,065,993.00 
$49,999,999.00 
$12,934,006.00 
Equity 
5
2016-05-17 
$50,000,000.00 
$75,000,000.00 
$25,000,000.00 
Equity 
4
2014-10-28 
$50,075,001.00 
$50,075,001.00 
$0.00 
Equity 
3
2013-05-30 
$27,000,000.00 
$27,000,000.00 
$0.00 
Equity 
2
2011-07-26 
$20,025,000.00 
$20,025,000.00 
$0.00 
Equity 
1
2010-06-18 
$10,000,000.00 
$10,000,000.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
ALLISON 
 
AMADIA 
EXECUTIVE OFFICER
MIKE 
 
ARMSBY 
EXECUTIVE OFFICER
PAUL 
 
BERGHOLM 
EXECUTIVE OFFICER
JEFFREY 
 
CARNEY 
DIRECTOR
JIM 
 
FEUILLE 
DIRECTOR
WILLIAM 
 
HARRIS 
EXECUTIVE OFFICER, DIRECTOR
IRONKEY INC   |  GOLDEN PREDATOR ROYALTY + DEVELOPMENT CORP   |  EMC METALS CORP.   |  CENTER-D CORP   |  PANDORA SELECT FUND LTD   |  WHITEBOX INTERMARKET FUND, LTD.   |  PHENOMIX CORP   |  WHITEBOX SPECIAL OPPORTUNITIES FUND SPC LTD - SEGREGATED PORTFOLIO B   |  WHITEBOX SMALL CAP LONG SHORT EQUITY FUND, LTD   |  WHITEBOX CREDIT ARBITRAGE FUND, LTD.   |  WHITEBOX MULTI-STRATEGY FUND, LTD.   |  WHITEBOX CONCENTRATED CONVERTIBLE ARBITRAGE FUND, LTD.   |  WHITEBOX ASYMMETRIC OPPORTUNITIES FUND, LTD   |  SAFECORP FINANCIAL CORP   |  GOLDEN PREDATOR CORP.   |  WHITEBOX L/S EQUITY FUND, LTD   |  NORTHERN FREEGOLD RESOURCES LTD   |  PERSONAL CAPITAL CORP   |  WHITEBOX OPTIONS FUND (OFFSHORE) I, SEGREGATED PORTFOLIO O OF WHITEBOX SPECIAL OPPORTUNITIES FUND SPC, LTD.   |  COLLINS CAPITAL LIQUID TRADING FUND LTD.   |  YODLEE INC   |  DUNCASTLE GOLD CORP.   |  BOONDOC TECHNOLOGIES INC   |  WHITEBOX CREDIT FUND, LTD.   |  WHITEBOX RELATIVE VALUE FUND, LP   |  WHITEBOX MULTI-STRATEGY FUND, LP   |  WHITEBOX RELATIVE VALUE FUND, LTD.   |  WHITEBOX ASYMMETRIC OPPORTUNITIES FUND, LP   |  SCANDIUM INTERNATIONAL MINING CORP.   |  GROUP TEN METALS INC   |  PERKINS + WILL INC   |  ENCORE ENERGY CORP.   |  BIP FINTOP FUND II-QP, LLC   |  BIP FINTOP FUND II, LLC   |  BIP TIOGA PARTNERS II, LLC   |  BIP HEALTH2047 FUND I, LLC   |  BIP TECH SQUARE VENTURE II-QP, LLC   |  BIP TECH SQUARE VENTURE II, LLC   |  BIP FINTOP FUND III, LLC   |  BIP FINTOP FUND III-QP, LLC   |  BIP BLOCKCHAIN FUND-QP, LLC   |  BIP BLUE HERON FUND III-QP, LLC   |  BIP BLUE HERON FUND III-AI, LLC   |  BIP TIOGA PARTNERS III, LLC   |  BIP TTV CAPITAL SIX, LLC   |  BIP BAY POINT FUND I-AI, LLC   |  BIP BAY POINT FUND I-QP, LLC   |  BIP FUSE FUND II-AI, LLC   |  BIP FUSE FUND II-QP, LLC   |  BIP WCAS FUND 14, LLC   |  SOLENO THERAPEUTICS INC   |  BIP VALOR FUND 3-QP, LLC   |  BIP VALOR FUND 3-AI, LLC   |  BIP FULCRUM FUND V, LLC   |  BIP FULCRUM FUND V-QP, LLC   |  BIP TIOGA PARTNERS IV, LLC   |  BIP REVTECH FUND 2, LLC   |  BIP VOCAP FUND IV-AI, LLC   |  BIP VOCAP FUND IV-QP, LLC   |  BIP WATERFALL FUND I-QP, LLC   |  EAGLE EYE CAPITAL LTD.
WILLIAM 
HARRIS 
DIRECTOR, EXECUTIVE OFFICER
WILLIAM 
H. 
HARRIS 
EXECUTIVE OFFICER, DIRECTOR
MARINA 
 
LEVINSON 
DIRECTOR
JEREMY 
 
SCHEIN 
DIRECTOR
JAY 
 
SHAH 
EXECUTIVE OFFICER, DIRECTOR
VIJAY 
 
SHAH 
EXECUTIVE OFFICER, DIRECTOR
KIRA 
 
WAMPLER 
DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2019-01-24 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2019-01-24 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2017-07-17 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2016-05-17 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2014-10-28 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2013-05-30 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2013-05-30 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2011-07-26 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2011-07-26 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2011-07-26 
D
OTHER TECHNOLOGY 
 
NO REVENUES 
Equity 
2010-06-18 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
EVERCORE GROUP, L.L.C.
EVERCORE GROUP, L.L.C.