0001499458-16-000003.txt : 20160914 0001499458-16-000003.hdr.sgml : 20160914 20160914155708 ACCESSION NUMBER: 0001499458-16-000003 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20160914 DATE AS OF CHANGE: 20160914 EFFECTIVENESS DATE: 20160914 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: 021-270635 FILM NUMBER: 161885116 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 Garmin 555 California Street Suite 2900 San Francisco CA CALIFORNIA 94104 Director Other Technology Decline to Disclose 06b false 2016-09-09 false true false 24999996 24999996 24999996 0 false 1 0 0 0 false InvestCloud, Inc. Mark McCormick Mark McCormick Paralegal 2016-09-14