CHALICE WEALTH PARTNERS LLC

Profile

Company Names

CHALICE WEALTH PARTNERS LLC

Addresses

10920 VIA FRONTERA, SUITE 520, SAN DIEGO, CA 92127

16935 WEST BERNARDO DRIVE SUITE 140, SAN DIEGO, CA 92127

Phone Numbers

800.535.6981
8583573097

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

OTHER BANKING AND FINANCIAL SERVICES, INVESTING

Year Incorporated:

2016

State Incorporated:

NEVADA

Total Amount Raised:

$2,100,000.00

Number of Funding Rounds:

4
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
4
2019-06-03 
$250,000.00 
$500,000.00 
$250,000.00 
Equity 
3
2019-05-28 
$350,000.00 
$750,000.00 
$400,000.00 
Debt 
2
2017-10-11 
$1,050,000.00 
$4,000,000.00 
$2,950,000.00 
Equity 
1
2017-05-24 
$450,000.00 
$450,000.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
DEREK 
 
BRUTON 
EXECUTIVE OFFICER, DIRECTOR
CARY 
 
BURCH 
DIRECTOR
KEITH 
 
GREGG 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
GAVIN 
 
JAMES 
DIRECTOR, PROMOTER
MERRILL 
 
LEWEN 
DIRECTOR
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 
Debt 
2019-05-28 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2019-06-03 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Debt 
2019-05-28 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2017-10-11 
D/A
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2017-05-24 
D/A
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2017-05-24 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
NONE
NONE
CHALICE CAPITAL PARTNERS, LLC
NONE
NONE
NIAGARA INTERNATIONAL CAPITAL, LTD.