Home›Companies›Enterprise Software›DebtBook

Fifth Asset, Inc.

Debt and lease management technology for local governments and other organizations.

No LinkedIn page we could confirm. Why?
Updated Nov 9, 2026·Latest SEC filing Jul 30, 2026·Suggest an edit

About DebtBook

DebtBook is a private company based in Charlotte, North Carolina. It has reported $23,979,579 raised in six offerings on Form D since November 2019.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Jun 9, 2026Jul 30, 2026$997,177fully sold14$71,227EquityRule 506(b)Form D ↗
Jul 14, 2023Jul 26, 2023$12,499,999fully sold5$2.4MEquityRule 506(b)Form D ↗
Aug 4, 2022Aug 22, 2022$6,781,812of $7.4M target3$2.2MEquityRule 506(b)Form D ↗
Nov 18, 2021Dec 1, 2021$2,000,000of $3.0M target22$90,909EquityRule 506(b)Form D ↗
Sep 15, 2020Sep 30, 2020$950,504fully sold18$52,806EquityRule 506(b)Form D ↗
Oct 25, 2019Nov 8, 2019$750,087fully sold13$57,699EquityRule 506(b)Form D ↗
Total, six offerings$23,979,579

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 DebtBook's Form D filed Jul 30, 2026.

GP
Greg Person
Executive officer
PJ
Philip Juby
Chief Operating Officer
DH
BW
Bud Watts
Director
LR
Liam Resch
Executive officer
ET
Erik Traudt
Executive officer and director
JM
Jayne Moffitt
Executive officer
JC

Earlier filings also listed Erik Pelletier (executive officer and director, last listed Jul 2023), Claudius Watts (director, last listed Jul 2023), Ben Harrison (director, last listed Jul 2023), Joshua Kohn (executive officer, last listed Dec 2021) and Joshi Aditya (director, last listed Dec 2021).

Sources

  1. SECFifth Asset, Inc. filing history
  2. CompanyDebtBook client stories