Form D · Other
Baker Tilly Advisory Group Parent, LP
Chicago, IL · CIK 0002023900
Offering snapshot reported Jun 2, 2025 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 2, 2025 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jun 2, 2025 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| May 31, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| May 31, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-547761
Source: Form D, filed Jun 2, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A Baker Tilly Advisory Group Parent Gp, Llc | Promoter |
| Charles Droege | Director, Executive |
| Jeffrey Ferro | Executive |
| Fred Jackson | Director |
| Blake Kleinman | Director |
| Theresa Meiners | Director, Executive |
| Sonia Webb | Executive |
| Ed Woiteshek | Director |
Issuer details
Industry: Other (See others in industry)
Address:
205 North Michigan Avenue 28 Th Floor
Chicago, IL, 60601-5927
Chicago, IL, 60601-5927