PT FINANCIAL COMPANIES LLC

Profile

Company Names

PT FINANCIAL COMPANIES LLC
PT FINANCIAL COMPANIES, LLC

Addresses

500 WEST MADISON, SUITE 450, CHICAGO, IL 60661

500 WEST MADISON, SUITE 450, CHICAGO, IL 60661

Phone Numbers

312-521-1130
312-521-1000

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

> 5 years ago

State Incorporated:

DELAWARE

Total Amount Raised:

$131,153,009.00

Number of Funding Rounds:

6
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
6
2026-06-23 
$1,389,610.00 
$1,389,610.00 
$0.00 
Equity 
5
2025-06-10 
$10,469,050.00 
$10,469,050.00 
$0.00 
Equity 
4
2024-12-16 
$71,631,849.00 
$71,631,849.00 
$0.00 
Equity 
3
2019-07-01 
$15,000,000.00 
$15,000,000.00 
$0.00 
Equity 
2
2017-12-22 
$24,630,000.00 
$24,630,000.00 
$0.00 
Equity 
1
2017-09-29 
$8,032,500.00 
$8,032,500.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
RICHARD 
SCOTT 
BERG 
EXECUTIVE OFFICER
ERIC 
P. 
BROWN 
DIRECTOR
ADAM 
 
BURESH 
DIRECTOR
ADAM 
C. 
BURESH 
DIRECTOR
ANTHONY 
J. 
DEPALO 
DIRECTOR
JENNIFER 
 
DOCHERTY 
EXECUTIVE OFFICER
RYAN 
 
GAZDA 
EXECUTIVE OFFICER
RYAN 
M. 
GAZDA 
EXECUTIVE OFFICER
RICHARD 
 
GRAHAM, JR. 
DIRECTOR
RICHARD 
W. 
GRAHAM, JR. 
DIRECTOR
ZACHARY 
 
JOHNSON 
DIRECTOR
ZACHARY 
R. 
JOHNSON 
DIRECTOR
BRIAN 
 
LEIBFRIED 
DIRECTOR
PHILIP 
MARK 
NUSSBAUM 
EXECUTIVE OFFICER
CHIRAG 
G. 
SHAH 
EXECUTIVE OFFICER, DIRECTOR
DAVID 
FLOYD 
WILDING 
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 
2026-06-23 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2025-06-10 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2024-12-16 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2019-07-01 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2017-12-22 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2017-09-29 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#