SEC Form D filing

Parti Pris Investment Partners, Inc., 2026-07-30

An SEC Form D private-offering notice from Morro Bay, CA, a $4,300,000 filer-stated offering target. Filed 2026-07-30. The source filing is one click away. For companies that filed this week, open the live feed.

What this filing says

Wealthtech SaaS platform providing household level, tax aware investment portfolio management for financial advisors and RIAs

Filed 2026-07-30Filed to raise $4,300,000First money in 2026-06-23Raised so far $1,771,375HQ (as filed) Morro Bay, CAStage (inferred) Seed
Source linked the Form D on EDGAR↗Website verified partipris-invest.com↗Named in the filing 5 executives & directors

This is a public SEC Form D private-offering notice, the filer's own statement to the SEC. Amounts are offering targets, not confirmed closes. Takeoff Radar pulls Form D nightly from EDGAR and links every filing to its source.

Other Form D filings from the same week

each with its own page and its own EDGAR source