CARSON GROUP HOLDINGS, LLC

Profile

Company Names

CARSON GROUP HOLDINGS, LLC

Addresses

14600 BRANCH STREET, OMAHA, NE 68154

13321 CALIFORNIA STREET, SUITE 100, OMAHA, NE 68154

Phone Numbers

888-321-0808

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

2016

State Incorporated:

DELAWARE

Total Amount Raised:

$217,012,599.00

Number of Funding Rounds:

2
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
2
2021-07-13 
$182,632,599.00 
$329,768,968.00 
$147,136,369.00 
Equity 
1
2016-04-01 
$34,380,000.00 
$34,380,000.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
KEVIN 
B. 
BHATT 
DIRECTOR
RON 
 
CARSON 
EXECUTIVE OFFICER, DIRECTOR
RONALD 
L. 
CARSON 
EXECUTIVE OFFICER, DIRECTOR
NICHOLAS 
J. 
ENGELBART 
EXECUTIVE OFFICER
STEVE 
 
LOCKSHIN 
DIRECTOR
KEVIN 
J. 
MILLER 
EXECUTIVE OFFICER
LAURA 
 
PIERSON 
EXECUTIVE OFFICER
AARON 
 
SCHABEN 
EXECUTIVE OFFICER, DIRECTOR
AARON 
E. 
SCHABEN 
EXECUTIVE OFFICER, DIRECTOR
TERI 
 
SHEPHERD 
EXECUTIVE OFFICER, DIRECTOR
TERI 
S. 
SHEPHERD 
EXECUTIVE OFFICER, DIRECTOR
PAUL 
 
WEST 
EXECUTIVE OFFICER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-13 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2016-04-01 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
NONE
NONE
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