What amount sold does Specialty Insurance Marketing Services, LLC report in Form D filings?

The latest linked filings report $1.6M sold across 2 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Specialty Insurance Marketing Services, LLC's most recent SEC filing?

Specialty Insurance Marketing Services, LLC's most recent Form D filing was on 2026-03-30.

How many investors does Specialty Insurance Marketing Services, LLC have?

The most recent Form D filing lists 17 investor(s).

What type of securities does Specialty Insurance Marketing Services, LLC offer?

Specialty Insurance Marketing Services, LLC's SEC Form D filings indicate equity offerings.

Specialty Insurance Marketing Services, LLC

CIK: 0001790309·Insurance·LEXINGTON, KY·Limited Liability Company

Reported Sold

$1,576,500

Total Filings

Identified Offerings

Last Filed

Mar 30, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Insurance industry

SEC EDGAR

Offering filing timeline

Mar 30, 2026Form D/A — Amendment

Reported sold: $520,000 · Target: $3,000,000

Rule 506(b)·17 investors

Apr 3, 2025Form D — New notice

Reported sold: $520,000 · Target: $3,000,000

Rule 506(b)·17 investors

Nov 20, 2020Form D/A — Amendment

Reported sold: $1,056,500 · Target: $4,000,000

Rule 506(b)·24 investors

Changed: Reported amount sold, Reported investors, Reported revenue range

Nov 22, 2019Form D — New notice

Reported sold: $280,000 · Target: $4,000,000

Rule 506(b)·9 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

Amendment Rate

50%

Latest reported sold across 2 identified offerings

$1,576,500

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Michael N. Fink

Related Person

Appears on 4 filings

Dave Bensema

Related Person

Appears on 2 filings

Pete Hester

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Mar 30, 2026	Amendment	$3,000,000	$520,000	17
Apr 3, 2025	New	$3,000,000	$520,000	17
Nov 20, 2020	Amendment	$4,000,000	$1,056,500	24
Nov 22, 2019	New	$4,000,000	$280,000	9

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

LUCID INSURANCE GROUP, LLC

Insurance

Offering target: $3,000,000

Filed Oct 7, 2026