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Templum, Inc.

Templum provides private investment technology to financial firms and asset managers.

Updated Nov 10, 2026·Latest SEC filing May 1, 2026·Suggest an edit

About Templum

Templum is a private company based in Miami Beach, Florida. It has reported $51,939,152 raised in six offerings on Form D since October 2017. Its chief executive is Christopher Pallotta.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Apr 16, 2026May 1, 2026$13,500,000fully sold3$4.5MEquityRule 506(b)Form D ↗
Sep 26, 2022Oct 11, 2022amended Oct 10, 2023$9,000,000of $15.5M target6$1.5MEquityRule 506(b)Form D/A ↗2 earlier filings
Oct 15, 2021Jan 14, 2022$7,000,000fully sold1$7.0MEquityRule 506(b)Form D ↗
Apr 14, 2021Apr 28, 2021$14,739,142of $15.0M target15$982KEquityRule 506(b)Form D ↗
Jan 29, 2018Feb 8, 2018$5,000,010of $10.0M target3$1.6MEquityRule 506(b)Form D ↗
Sep 19, 2017Oct 2, 2017amended Nov 3, 2017$2,700,000fully sold17$158KEquityRule 506(b), 3(c), 3(c)(1)Form D/A ↗1 earlier filing
Total, six offerings$51,939,152

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 Templum's Form D filed May 1, 2026.

PM
Peter Monaco
Director
Sarah Gillespie
Sarah Gillespie
Chief Financial Officer
JP
JR
Joseph Ramos
Executive officer
Christopher Pallotta
Christopher Pallotta
Founder and CEO, director
DA
SK
Scott Kalish
Executive officer

Earlier filings also listed Scott Ganeles (director, last listed Oct 2023) and Vincent Molinari (director, last listed Nov 2017).

Sources

  1. SECTemplum, Inc. Form D/A, filed May 17, 2023
  2. SECTemplum, Inc. Form D, filed Oct 11, 2022
  3. SECTemplum, Inc. Form D, filed Oct 2, 2017
  4. SECTemplum, Inc. filing history
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