About Broker Genius
Broker Genius is a private company based in New York, New York. It has reported $14,093,622 raised in four offerings on Form D since April 2016. Its chief executive is Shmuel Sherman.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Sep 13, 2021 | Sep 24, 2021 | $8,000,051target not set | 1 | $8.0M | EquityRule 506(b) | Form D ↗ |
| Dec 30, 2020 | Jan 13, 2021 | $3,570,000of $6.0M target | 11 | $324K | Equity, OptionsRule 506(b) | Form D ↗ |
| May 16, 2018 | May 31, 2018 | $2,250,000fully sold | 1 | $2.2M | DebtRule 506(b) | Form D ↗ |
| Apr 1, 2016 | Apr 22, 2016 | $273,571of $1.0M target | 2 | $136K | EquityRule 506(b) | Form D ↗ |
| Total, four offerings | $14,093,622 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Broker Genius's Form D filed Sep 24, 2021.
Earlier filings also listed Noah Rabinsky (director, last listed Feb 2023), Guy Levy-Yurista (director, last listed Feb 2023), Miles Arnone (director, last listed May 2018), Joseph Bohrn (director, last listed May 2018), Jason Crystal (executive officer, last listed May 2018), James McGowan (executive officer, last listed May 2018) and Esther Sherman (director, last listed Apr 2016).