Capital Flow Monitor · Sponsors · CIK 2089954
Carter Federal Credit Union
8988 ELLERBE RD., SHREVEPORT, LA, 71106 · 318-539-4655
Other Banking and Financial Services · Other· inc. LOUISIANA true
Fit score
—
Offering
$7.5M
Sold
$4.5M
% sold
60.0%
Investors
2
Min investment
$500K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-10-07 | D ·current | 506(b) | $7.5M | $4.5M | 60.0% | 2 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
- Joe Arnold — Executive Officer, Shreveport, LA
- Joel Fair — Executive Officer, Shreveport, LA
- Jason Berard — Executive Officer, Shreveport, LA
- Crystal Lewis — Executive Officer, Shreveport, LA
- Lisa Lewis — Executive Officer, Shreveport, LA
- Jill Folks — Executive Officer, Shreveport, LA
- Matt Valentine — Executive Officer, Shreveport, LA
-
Jonathan Reynolds — Executive Officer, Shreveport, LA
1 other raise
- Naitiv Partners Inc. $2.4M of —
- Joyce Butler — Director, Shreveport, LA
-
Robert Lyons — Director, Shreveport, LA
2 other raises
- Hildene Opportunities Offshore Fund, Ltd. $1.13B of —
- Hildene Opportunities Offshore Fund II, Ltd. $904.9M of —
- Debbie Watson — Director, Shreveport, LA
- Doyle Adams — Director, Shreveport, LA
- James Hodge — Director, Shreveport, LA
Placement agents
- Stifel, Nicolaus & Company Incorporated · 36 RE raises
- Olden Lane Securities, Llc · 0 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.