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Counterpart Holdings Inc.

Management and professional liability insurance coverage.

Updated Nov 10, 2026·Latest SEC filing May 15, 2026·Suggest an edit

About Counterpart

Counterpart is a private company based in Covina, California, incorporated in 2021 in Texas. It has reported $86,000,003 raised in three offerings on Form D since January 2022. Its chief executive is Tanner Hackett.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Apr 6, 2026May 15, 2026$50,000,000fully sold7$7.1MEquityRule 506(b)Form D ↗
May 5, 2023May 19, 2023$16,000,000fully sold4$4.0MEquityRule 506(b)Form D ↗
Dec 28, 2021Jan 11, 2022$20,000,003of $30.0M target1$20.0MEquity, Securities on exerciseRule 506(b)Form D ↗
Total, three offerings$86,000,003

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 Counterpart's Form D filed May 15, 2026.

JS
Jon Shulkin
Director
JH
John Hering
Director
MS

Earlier filings also listed Pablo Mendoza (director, last listed May 2023).

Sources

  1. SECCounterpart Holdings Inc. filing history
  2. CompanyAbout Counterpart