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Wefunder Portal LLC – ‘CFPORTAL’ on 3/24/16

On:  Thursday, 3/24/16, at 9:44am ET   ·   Accession #:  1670254-16-1   ·   File #:  7-00033

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  As Of                Filer                Filing    For·On·As Docs:Size

 3/24/16  Wefunder Portal LLC               CFPORTAL               1:9K

Application for Registration as a Crowdfunding Portal   —   Form Funding Portal   —   Reg. Crowdfunding
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: CFPORTAL    Application for Registration as a Crowdfunding      HTML     10K 
                          Portal -- primary_doc.xml


        

This ‘CFPORTAL’ Document is an XML Data File that may be rendered in various formats:

  Form Funding Portal    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
XML Data rendering:  Application for Registration by a Crowdfunding Portal
 
                                                                                                                                                                                
<?xml version="1.0" encoding="windows-1252"?>
<edgarSubmission xmlns="http://www.sec.gov/edgar/crowdfunding" xmlns:com="http://www.sec.gov/edgar/common">
<headerData>
<submissionType> CFPORTAL </submissionType>
<filerInfo>
<filer>
<filerCredentials>
<filerCik> 0001670254 </filerCik>
<filerCcc> XXXXXXXX </filerCcc>
</filerCredentials>
</filer>
<flags>
<returnCopyFlag> false </returnCopyFlag>
<overrideInternetFlag> false </overrideInternetFlag>
</flags>
</filerInfo>
</headerData>
<formData>
<identifyingInformation>
<nameOfPortal> Wefunder Portal LLC </nameOfPortal>
<otherNamesAndWebsiteUrls>
<otherNamesUsedPortal> Wefunder </otherNamesUsedPortal>
<webSiteOfPortal> Wefunder.com </webSiteOfPortal>
</otherNamesAndWebsiteUrls>
<irsEmployerIdNumber> 81-1942299 </irsEmployerIdNumber>
<portalAddress>
<com:street1> 1 BROADWAY 14th Floor </com:street1>
<com:city> CAMBRIDGE </com:city>
<com:stateOrCountry> MA </com:stateOrCountry>
<com:zipCode> 02142 </com:zipCode>
</portalAddress>
<mailingAddressDifferent> true </mailingAddressDifferent>
<portalMailingAddress>
<com:street1> 1 BROADWAY 14th Floor </com:street1>
<com:city> CAMBRIDGE </com:city>
<com:stateOrCountry> MA </com:stateOrCountry>
<com:zipCode> 02142 </com:zipCode>
</portalMailingAddress>
<otherOfficeLocationAddress>
<com:street1> 141b Hampshire st </com:street1>
<com:city> San Francisco </com:city>
<com:stateOrCountry> CA </com:stateOrCountry>
<com:zipCode> 94103 </com:zipCode>
</otherOfficeLocationAddress>
<portalContact>
<portalContactPhone> 4014773647 </portalContactPhone>
<portalContactEmail> mike@wefunder.com </portalContactEmail>
</portalContact>
<contactEmployeeName>
<com:firstName> Michael </com:firstName>
<com:middleName> Johnson </com:middleName>
<com:lastName> Norman </com:lastName>
</contactEmployeeName>
<contactEmployeeTitle> President </contactEmployeeTitle>
<fiscalYearEnd> December </fiscalYearEnd>
<anyPreviousRegistrations> N </anyPreviousRegistrations>
<anyForeignRegistrations> N </anyForeignRegistrations>
</identifyingInformation>
<formOfOrganization>
<legalStatusForm> Limited Liability Company </legalStatusForm>
<jurisdictionOrganization> DE </jurisdictionOrganization>
<dateIncorporation> 02-24-2016 </dateIncorporation>
</formOfOrganization>
<successions>
<isSucceedingBusiness> N </isSucceedingBusiness>
</successions>
<controlRelationships>
<fullLegalNames>
<fullLegalName> Michael Norman </fullLegalName>
</fullLegalNames>
<fullLegalNames>
<fullLegalName> Nicholas Tommarello </fullLegalName>
</fullLegalNames>
</controlRelationships>
<disclosureAnswers>
<criminalDisclosure>
<isConvictedOfFelony> N </isConvictedOfFelony>
<isChargedWithFelony> N </isChargedWithFelony>
<isConvictedMisdemeanor> N </isConvictedMisdemeanor>
<isChargedMisdemeanor> N </isChargedMisdemeanor>
</criminalDisclosure>
<regulatoryActionDisclosure>
<isMadeFalseStatement> N </isMadeFalseStatement>
<isViolatedRegulation> N </isViolatedRegulation>
<isCauseOfDenial> N </isCauseOfDenial>
<isOrderAgainst> N </isOrderAgainst>
<isImposedPenalty> N </isImposedPenalty>
<isUnEthical> N </isUnEthical>
<isFoundInViolationOfRegulation> N </isFoundInViolationOfRegulation>
<isFoundInCauseOfDenial> N </isFoundInCauseOfDenial>
<isOrderAgainstActivity> N </isOrderAgainstActivity>
<isDeniedLicense> N </isDeniedLicense>
<isFoundMadeFalseStatement> N </isFoundMadeFalseStatement>
<isFoundInViolationOfRules> N </isFoundInViolationOfRules>
<isFoundInCauseOfSuspension> N </isFoundInCauseOfSuspension>
<isDisciplined> N </isDisciplined>
<isAuthorizedToActAttorney> N </isAuthorizedToActAttorney>
<isRegulatoryComplaint> N </isRegulatoryComplaint>
</regulatoryActionDisclosure>
<civilJudicialActionDisclosure>
<isEnjoined> N </isEnjoined>
<isFoundInViolationOfRegulation> N </isFoundInViolationOfRegulation>
<isDismissed> N </isDismissed>
<isNamedInCivilProceeding> N </isNamedInCivilProceeding>
</civilJudicialActionDisclosure>
<financialDisclosure>
<hasSubjectOfBankruptcy> N </hasSubjectOfBankruptcy>
<hasTrusteeAppointed> N </hasTrusteeAppointed>
<hasBondDenied> N </hasBondDenied>
<doesAppHaveLiens> N </doesAppHaveLiens>
</financialDisclosure>
</disclosureAnswers>
<nonSecuritiesRelatedBusiness>
<isEngagedInNonSecurities> N </isEngagedInNonSecurities>
</nonSecuritiesRelatedBusiness>
<escrowArrangements>
<investorFundsContacts>
<investorFundsContactName> FOLIOfn INVESTMENTS, INC, </investorFundsContactName>
<investorFundsAddress>
<com:street1> 8180 Greensboro Dr. </com:street1>
<com:city> McLean </com:city>
<com:stateOrCountry> VA </com:stateOrCountry>
<com:zipCode> 22102 </com:zipCode>
</investorFundsAddress>
<investorFundsContactPhone> 7032454000 </investorFundsContactPhone>
</investorFundsContacts>
<investorFundsContacts>
<investorFundsContactName> Boston Private Bank and Trust Co. </investorFundsContactName>
<investorFundsAddress>
<com:street1> 10 Post Office Square </com:street1>
<com:city> Boston </com:city>
<com:stateOrCountry> MA </com:stateOrCountry>
<com:zipCode> 02109 </com:zipCode>
</investorFundsAddress>
<investorFundsContactPhone> 4086069320 </investorFundsContactPhone>
</investorFundsContacts>
<compensationDesc> Wefunder Portal will charge transaction based fees calculated as a percentage of the entire fundraising round of offerings completed on Wefunder Portal when charged to issuers or calculated as a percentage of an investors commitment if charged to investors. Each issuer decides prior to its offering what percentage of this transaction based fee will be paid by investors and what percentage will be paid by the issuer. Wefunder Portal may decide to cap investor fees at a certain dollar amount. Wefunder Portal may waive fees for certain issuers or investors. Wefunder Portal may also take an equity position in an issuer in return for reducing the issuers cash transaction fee. Wefunder Portal will also charge the following fees Documentation fee for custom documentation charged to issuers Form C filing fee charged to issuers Associated persons APs of Wefunder Portal may receive salaries and or bonuses. They will not receive transaction based compensation. Compensation to Wefunder Portal and to APs will be clearly disclosed to investors and issuers. </compensationDesc>
</escrowArrangements>
<execution>
<executionDate> 03-23-2016 </executionDate>
<fullLegalNameFundingPortal> Wefunder Portal LLC </fullLegalNameFundingPortal>
<personSignature> MIchael Norman </personSignature>
<personTitle> President </personTitle>
</execution>
<scheduleA>
<entityOrNaturalPerson>
<fullLegalName> Norman, Michael, Johnson </fullLegalName>
<entityType> NP </entityType>
<titleStatus> President </titleStatus>
<dateOfTitleStatusAcquired> 02/2016 </dateOfTitleStatusAcquired>
<ownershipCode> NA </ownershipCode>
<controlPerson> Y </controlPerson>
</entityOrNaturalPerson>
<entityOrNaturalPerson>
<fullLegalName> Tommarello, Nicholas, Paul </fullLegalName>
<entityType> NP </entityType>
<titleStatus> CEO </titleStatus>
<dateOfTitleStatusAcquired> 02/2016 </dateOfTitleStatusAcquired>
<ownershipCode> NA </ownershipCode>
<controlPerson> Y </controlPerson>
</entityOrNaturalPerson>
<entityOrNaturalPerson>
<fullLegalName> Enright, Dylan, Christopher </fullLegalName>
<entityType> NP </entityType>
<titleStatus> Director of Operations </titleStatus>
<dateOfTitleStatusAcquired> 02/2016 </dateOfTitleStatusAcquired>
<ownershipCode> NA </ownershipCode>
<controlPerson> N </controlPerson>
</entityOrNaturalPerson>
<entityOrNaturalPerson>
<fullLegalName> Belote, Greg, Hughes </fullLegalName>
<entityType> NP </entityType>
<titleStatus> CTO </titleStatus>
<dateOfTitleStatusAcquired> 02/2016 </dateOfTitleStatusAcquired>
<ownershipCode> NA </ownershipCode>
<controlPerson> N </controlPerson>
</entityOrNaturalPerson>
<entityOrNaturalPerson>
<fullLegalName> Wefunder Inc. </fullLegalName>
<entityType> DE </entityType>
<titleStatus> 100% owner </titleStatus>
<dateOfTitleStatusAcquired> 02/2016 </dateOfTitleStatusAcquired>
<ownershipCode> NA </ownershipCode>
<controlPerson> Y </controlPerson>
</entityOrNaturalPerson>
</scheduleA>
</formData>
</edgarSubmission>


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Filing Submission 0001670254-16-000001   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)
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