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Private company

Kareo, Inc.

Kareo, Inc. is an American company based in Irvine, founded in 2004.1 It was founded by Dan Rodrigues.1

Last updated Oct 21, 2026.

Overview

2004Founded1
  • HeadquartersIrvine1
  • Websitewww.kareo.com
  • Legal formprivately held company1
  • Incorporated inCA3
  • Business address1111 Bayside Dr, Suite 150, Corona Del Mar, Ca 926253

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The story

Founded by Dan Rodrigues in 2004.1

Leadership

Who has led Kareo, Inc., and when. Pick a name to see everywhere that person has worked.

Named in SEC Form D filings

People the company listed in its private-offering notices.

  • Executive OfficerColin Morris named Jul 18, 20224
  • Executive Officer, DirectorDaniel Rodriguez named Jul 18, 20224
  • DirectorBrinkley Morse named Jul 18, 20224
  • DirectorDave Cozzens named Jul 18, 20224
  • DirectorLuke Kervin named Jul 18, 20224
  • DirectorNathan Dau named Jul 18, 20224
  • DirectorPerry Wallack named Jul 18, 20224
  • DirectorScott Maxwell named Jul 18, 20224
  • DirectorTodd Cozzens named Jul 18, 20224

Former names

  • Kareo IncMay 13, 2005 to Oct 9, 20183

Timeline

  1. 2004Founded Founded1

Filings

1 filings to the SEC since October 2021: 1 private raises. The latest 1:

  1. Jul 18, 2022D EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Money received by year$15.0M 2022–2022
Money received by yearMoney received by year, 2022–2022: $15.0M in all. Private raises (Form D) $15.0M.$0$5M$10M$15M2022 · Private raises (Form D): $15.0M2022
Figures by year
YearPrivate raises (Form D)Total
2022$15.0M$15.0M

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

  1. Jul 1, 2022Raised $15 million in a private offering of equity4 Form D: $25 million offered in all Form D

SEC filer profile

How Kareo, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARTEBRA TECHNOLOGIES, INC.2
  • CIK0001327870
  • Incorporated inCalifornia2
  • Business address1111 Bayside Dr, Suite 150, Corona Del Mar, CA 926252
  • Phone888-775-27362
  • On EDGAR sinceMay 13, 20052
  • Filings10 in all: D (6), REGDEX (3), REGDEX/A (1)2

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
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  4. 4