0001499458-15-000002.txt : 20151008 0001499458-15-000002.hdr.sgml : 20151008 20151007183017 ACCESSION NUMBER: 0001499458-15-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20151008 DATE AS OF CHANGE: 20151007 EFFECTIVENESS DATE: 20151008 FILER: COMPANY DATA: COMPANY CONFORMED NAME: InvestCloud, Inc. CENTRAL INDEX KEY: 0001499458 IRS NUMBER: 320412640 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-248944 FILM NUMBER: 151149803 BUSINESS ADDRESS: STREET 1: 8800 WILSHIRE BLVD. STREET 2: SUITE 200 CITY: BEVERLY HILLS STATE: CA ZIP: 90211 BUSINESS PHONE: 310.385.7394 MAIL ADDRESS: STREET 1: 8800 WILSHIRE BLVD. STREET 2: SUITE 200 CITY: BEVERLY HILLS STATE: CA ZIP: 90211 FORMER COMPANY: FORMER CONFORMED NAME: InvestCloud, LLC DATE OF NAME CHANGE: 20100818 D 1 primary_doc.xml X0707 D LIVE 0001499458 InvestCloud, Inc. 8800 WILSHIRE BLVD. SUITE 200 BEVERLY HILLS CA CALIFORNIA 90211 310.385.7394 DELAWARE InvestCloud, LLC Corporation true 2013 John Wise 8800 Wilshire Blvd Suite 200 Beverly Hills CA CALIFORNIA 90211 Executive Officer Director Colin Close 8800 Wilshire Blvd. Suite 200 Beverly Hills CA CALIFORNIA 90211 Executive Officer Director J.P. Whelan One Letterman Drive, Bldg. C Main Floor, Suite 200 San Francisco CA CALIFORNIA 94129 Director Richard Garman 555 California Street Suite 2900 San Francisco CA CALIFORNIA 94104 Director Other Technology Decline to Disclose 06b false 2015-09-30 false true false 45000000 45000000 45000000 0 false 1 0 0 13446313 Stockholder redemption including stock of executive officers John Wise and Colin Close, and stock of KW Stratus, LLC, of which JP Whelan (director) is a principal. false InvestCloud, Inc. Mark McCormick Mark McCormick Paralegal 2015-10-07