# EDGAR Filing Document

**Accession Number:** 0001751525
**File Stem:** 0001751525-25-000003
**Filing Date:** 2025-6
**Character Count:** 5609
**Document Hash:** caaddf1558ca971fdbcfbe64341900b1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001751525-25-000003.hdr.sgml**: 20250605

**ACCESSION NUMBER**: 0001751525-25-000003

**CONFORMED SUBMISSION TYPE**: CFPORTAL/A

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20250605

**EFFECTIVENESS DATE**: 20250605

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** OpenDeal Portal LLC
- **CENTRAL INDEX KEY:** 0001751525

**ORGANIZATION NAME:**
- **EIN:** 831617266
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** CFPORTAL/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 007-00167
- **FILM NUMBER:** 251027300

**BUSINESS ADDRESS:**
- **STREET 1:** 335 MADISON AVE
- **STREET 2:** 16TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 2124016930

**MAIL ADDRESS:**
- **STREET 1:** 335 MADISON AVE
- **STREET 2:** 16TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM CFPORTAL

### FUNDING PORTAL REGISTRATION AND REPORTING

### Filer Information

**Filer CIK:** 0001751525

**Filer CCC:** XXXXXXXX

### Identifying Information

**Full Name of Funding Portal:** OpenDeal Portal LLC

**Amendment Explanation:** The funding portal is updating its Control Persons

**Other Business Name(s):** Republic

**Website URL(s):** https://republic.co; https://republic.com

**IRS Employer ID No.:** 83-1617266

**Portal's Main Street Address:** 149 Fifth Ave, 10TH FLOOR, NEW YORK, NY, 10010

**Mailing Address:** 149 Fifth Ave, 10TH FLOOR, NEW YORK, NY, 10010

**Contact Telephone:** 5859102182

**Contact E-mail:** compliance@republic.co

**Contact Employee:** Edward Campbell Kuhnel, CCO

**Fiscal Year End:** December

**Previously registered with Commission?:** No

**Registered with a foreign financial authority?:** No

### Form of Organization

**Legal Status:** Limited Liability Company

**State/Country of Formation:** DE

**Date of Formation:** 08-16-2018

### Successions

**Is the applicant succeeding to the business of a currently registered funding portal?** No

### Control Relationships

Persons/entities that directly or indirectly control the applicant:

- OpenDeal Inc.

- Matthew Melbourne

- Edward Kuhnel

### Disclosure Information

**Criminal Disclosure:** No

**Regulatory Action Disclosure:** No

**Civil Judicial Disclosure:** No

**Financial Disclosure:** No

**Does the applicant engage in any non-securities related business?** No

### Qualified Third Party Arrangements

**Name of person:** BitGo Trust Company Inc.

**Address:** 6216 Pinnacle Place, Suite 101, Sioux Falls, SD, 57108

**Phone Number:** 833-242-1493

**Compensation Description:** OpenDeal Portal LLC, may charge commissions and other fees payable in cash and/or securities of an issuer.

### Execution

**Date:** 06-05-2025

**Full Legal Name of Funding Portal:** OpenDeal Portal LLC

**By (Signature):** Edward C. Kuhnel

**Title:** CCO and Executive Representative of OpenDeal Portal LLC

### FORM FUNDING PORTAL SCHEDULE A: Direct Owners and Executive Officers

| Full Legal Name             | Entity Type          | Title or Status                | Date Acquired   | Ownership Code    | Control Person?   |   CRD No. | IRS Tax No.   | IRS Employer ID No.   |
|:---|:---|:---|:---|:---|:---|---:|:---|:---|
| OpenDeal Inc.               | DE (Domestic Entity) | Member                         | 08/2018         | E - 75% or more   | Yes               | 000283874 |  |  |
| Martins, Mario, Christopher | NP (Natural Person)  | CCO & Executive Representative | 02/2022         | NA - less than 5% | Yes               | 007497981 |  |  |
| Emily Pollack               | NP (Natural Person)  | Executive Officer              | 05/2024         | NA - less than 5% | Yes               | 007402385 |  |  |
| Matthew Mlebourne           | NP (Natural Person)  | Senior Director - Sales        | 05/2024         | NA - less than 5% | Yes               | 006952958 |  |  |
| Mario Lattuga               | NP (Natural Person)  | Senior Director - Legal        | 05/2024         | NA - less than 5% | Yes               | 007375701 |  |  |

### FORM FUNDING PORTAL SCHEDULE B: Amendments to Schedule A

| Full Legal Name             | Type of Amendment   | Entity Type          | Title or Status                | Date Acquired   | Ownership Code    | Control Person?   |   CRD No. | IRS Tax No.   | IRS Employer ID No.   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|
| OpenDeal Inc.               | A                   | DE (Domestic Entity) | Member                         | 08/2018         | E - 75% or more   | Yes               | 000283874 |  |  |
| Martins, Mario, Christopher | D                   | NP (Natural Person)  | CCO & Executive Representative | 02/2022         | NA - less than 5% | Yes               | 007497981 |  |  |
| Emily Pollack               | D                   | NP (Natural Person)  | Executive Officer              | 05/2024         | NA - less than 5% | Yes               | 007402385 |  |  |
| Matthew Melbourne           | C                   | NP (Natural Person)  | Executive Officer              | 05/2025         | NA - less than 5% | Yes               | 006952958 |  |  |
| Mario Lattuga               | D                   | NP (Natural Person)  | Senior Director - Legal        | 05/2024         | NA - less than 5% | Yes               | 007375701 |  |  |
| Edward Campbell Kuhnel      | A                   | NP (Natural Person)  | Chief Compliance Officer       | 03/2025         | NA - less than 5% | Yes               | 004912658 |  |  |