Form D · Other

Deloitte Financial Advisory Services LLP

New York, NY · CIK 0001590831

Offering snapshot reported Sep 15, 2026 · SEC filing

Reported sold
$3.65M
Indefinite offering
Investors reported
33
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 10, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.83M$3.65MJan 22, 2026: $2,833,580.00Jan 22, 2026Sep 15, 2026: $3,652,690.00Sep 15, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$2,833,580 → $3,652,690
  • Reported investors31 → 33

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 15, 2026Amendment$3,652,690$819,110vs Jan 22, 202633SEC filing
Jan 22, 2026Amendment$2,833,580No comparison31SEC filing
Jan 22, 2026Initial$2,406,524No comparison25SEC filing
Jan 23, 2025Amendment$2,880,599$43,257vs Sep 17, 202431SEC filing
Jan 23, 2025Amendment$2,880,599$3,847vs Jan 24, 202431SEC filing
Jan 23, 2025Initial$2,741,499No comparison31SEC filing
Sep 17, 2024Amendment$2,837,342$998,250vs Jan 24, 202429SEC filing
Jan 24, 2024Initial$2,876,752No comparison31SEC filing
Jan 24, 2024Amendment$1,839,092$99,025vs Jan 20, 202323SEC filing
Sep 22, 2023Amendment$2,094,964$597,650vs Jan 20, 202319SEC filing
Jan 20, 2023Initial$1,740,067No comparison23SEC filing
Jan 20, 2023Amendment$1,497,314$25,912vs Jan 21, 202218SEC filing
Sep 16, 2022Amendment$1,242,458$528,806vs Jan 21, 202217SEC filing
Jan 21, 2022Amendment$713,652-$143,838vs Jan 22, 202116SEC filing
Jan 21, 2022Initial$1,471,402No comparison18SEC filing
Sep 17, 2021Amendment$1,331,682No comparisonNot reportedSEC filing
Jan 22, 2021Amendment$878,822-$113,578vs Jan 22, 202019SEC filing
Jan 22, 2021Initial$857,490No comparison16SEC filing
Sep 18, 2020Amendment$1,583,668$227,784vs Jan 22, 202023SEC filing
Jan 22, 2020Initial$992,400No comparison19SEC filing
Jan 22, 2020Amendment$1,355,884-$258,916vs Jan 23, 201922SEC filing
Sep 18, 2019Amendment$2,011,013$429,900vs Jan 17, 201922SEC filing
Jan 23, 2019Initial$1,614,800No comparison22SEC filing
Jan 17, 2019Amendment$1,581,113-$179,787vs Jan 22, 201819SEC filing
Sep 20, 2018Amendment$2,227,055$550,630vs Jan 12, 201825SEC filing
Jan 22, 2018Initial$1,760,900No comparison19SEC filing
Jan 12, 2018Amendment$1,676,425-$1,075vs Jan 17, 201720SEC filing
Sep 20, 2017Amendment$1,876,248$552,700vs Jan 17, 201725SEC filing
Jan 17, 2017Initial$1,677,500No comparison20SEC filing
Jan 17, 2017Amendment$1,323,548-$48,077vs Oct 13, 201619SEC filing
Oct 13, 2016Amendment$1,371,625$0vs Jan 19, 201619SEC filing
Sep 16, 2016Amendment$1,771,562$420,200vs Jan 20, 201622SEC filing
Jan 20, 2016Amendment$1,351,362-$45,538vs May 6, 201518SEC filing
Jan 19, 2016Initial$1,371,625No comparison19SEC filing
Sep 15, 2015Amendment$1,527,976$399,025vs May 6, 201523SEC filing
May 6, 2015Amendment$1,396,900$0vs Mar 23, 201518SEC filing
May 6, 2015Amendment$1,128,951$0vs Mar 23, 201520SEC filing
Mar 23, 2015Amendment$1,396,900$0vs Jan 20, 201518SEC filing
Mar 23, 2015Amendment$1,128,951$0vs Jan 13, 201520SEC filing
Jan 20, 2015Initial$1,396,900No comparison18SEC filing
Jan 13, 2015Amendment$1,128,951$115,851vs Jan 16, 201420SEC filing
Sep 10, 2014Amendment$1,179,157$159,765vs Nov 12, 201329SEC filing
Jan 16, 2014Initial$1,013,100No comparison19SEC filing
Nov 12, 2013Initial$1,019,392No comparison27SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-536007
Total Amount Sold: $3,652,690.04
2025 Deferred Compensation Plan

Source: Form D, filed Sep 15, 2026. 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.

People and organizations reported in Form D filings
NameReported role
Lara Abrash Director
Anthony Campanelli Executive
N/A Deloitte Llp Executive
Scott Feinblum Executive
Janet Foutty Director
Kerry Francis Executive
Frank Friedman Executive
Franklin Friedman Executive
Michael Fucci Director
Joseph A. Rosalie Executive
Pete Shimer Executive
John M. Trinta Executive
David S. Williams Executive

Issuer details

Industry: Other (See others in industry)

Address:
30 Rockefeller Plaza
New York, NY, 10112-0015