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 soldDates 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 15, 2026 | Amendment | $3,652,690 | $819,110vs Jan 22, 2026 | 33 | SEC filing |
| Jan 22, 2026 | Amendment | $2,833,580 | No comparison | 31 | SEC filing |
| Jan 22, 2026 | Initial | $2,406,524 | No comparison | 25 | SEC filing |
| Jan 23, 2025 | Amendment | $2,880,599 | $43,257vs Sep 17, 2024 | 31 | SEC filing |
| Jan 23, 2025 | Amendment | $2,880,599 | $3,847vs Jan 24, 2024 | 31 | SEC filing |
| Jan 23, 2025 | Initial | $2,741,499 | No comparison | 31 | SEC filing |
| Sep 17, 2024 | Amendment | $2,837,342 | $998,250vs Jan 24, 2024 | 29 | SEC filing |
| Jan 24, 2024 | Initial | $2,876,752 | No comparison | 31 | SEC filing |
| Jan 24, 2024 | Amendment | $1,839,092 | $99,025vs Jan 20, 2023 | 23 | SEC filing |
| Sep 22, 2023 | Amendment | $2,094,964 | $597,650vs Jan 20, 2023 | 19 | SEC filing |
| Jan 20, 2023 | Initial | $1,740,067 | No comparison | 23 | SEC filing |
| Jan 20, 2023 | Amendment | $1,497,314 | $25,912vs Jan 21, 2022 | 18 | SEC filing |
| Sep 16, 2022 | Amendment | $1,242,458 | $528,806vs Jan 21, 2022 | 17 | SEC filing |
| Jan 21, 2022 | Amendment | $713,652 | -$143,838vs Jan 22, 2021 | 16 | SEC filing |
| Jan 21, 2022 | Initial | $1,471,402 | No comparison | 18 | SEC filing |
| Sep 17, 2021 | Amendment | $1,331,682 | No comparison | Not reported | SEC filing |
| Jan 22, 2021 | Amendment | $878,822 | -$113,578vs Jan 22, 2020 | 19 | SEC filing |
| Jan 22, 2021 | Initial | $857,490 | No comparison | 16 | SEC filing |
| Sep 18, 2020 | Amendment | $1,583,668 | $227,784vs Jan 22, 2020 | 23 | SEC filing |
| Jan 22, 2020 | Initial | $992,400 | No comparison | 19 | SEC filing |
| Jan 22, 2020 | Amendment | $1,355,884 | -$258,916vs Jan 23, 2019 | 22 | SEC filing |
| Sep 18, 2019 | Amendment | $2,011,013 | $429,900vs Jan 17, 2019 | 22 | SEC filing |
| Jan 23, 2019 | Initial | $1,614,800 | No comparison | 22 | SEC filing |
| Jan 17, 2019 | Amendment | $1,581,113 | -$179,787vs Jan 22, 2018 | 19 | SEC filing |
| Sep 20, 2018 | Amendment | $2,227,055 | $550,630vs Jan 12, 2018 | 25 | SEC filing |
| Jan 22, 2018 | Initial | $1,760,900 | No comparison | 19 | SEC filing |
| Jan 12, 2018 | Amendment | $1,676,425 | -$1,075vs Jan 17, 2017 | 20 | SEC filing |
| Sep 20, 2017 | Amendment | $1,876,248 | $552,700vs Jan 17, 2017 | 25 | SEC filing |
| Jan 17, 2017 | Initial | $1,677,500 | No comparison | 20 | SEC filing |
| Jan 17, 2017 | Amendment | $1,323,548 | -$48,077vs Oct 13, 2016 | 19 | SEC filing |
| Oct 13, 2016 | Amendment | $1,371,625 | $0vs Jan 19, 2016 | 19 | SEC filing |
| Sep 16, 2016 | Amendment | $1,771,562 | $420,200vs Jan 20, 2016 | 22 | SEC filing |
| Jan 20, 2016 | Amendment | $1,351,362 | -$45,538vs May 6, 2015 | 18 | SEC filing |
| Jan 19, 2016 | Initial | $1,371,625 | No comparison | 19 | SEC filing |
| Sep 15, 2015 | Amendment | $1,527,976 | $399,025vs May 6, 2015 | 23 | SEC filing |
| May 6, 2015 | Amendment | $1,396,900 | $0vs Mar 23, 2015 | 18 | SEC filing |
| May 6, 2015 | Amendment | $1,128,951 | $0vs Mar 23, 2015 | 20 | SEC filing |
| Mar 23, 2015 | Amendment | $1,396,900 | $0vs Jan 20, 2015 | 18 | SEC filing |
| Mar 23, 2015 | Amendment | $1,128,951 | $0vs Jan 13, 2015 | 20 | SEC filing |
| Jan 20, 2015 | Initial | $1,396,900 | No comparison | 18 | SEC filing |
| Jan 13, 2015 | Amendment | $1,128,951 | $115,851vs Jan 16, 2014 | 20 | SEC filing |
| Sep 10, 2014 | Amendment | $1,179,157 | $159,765vs Nov 12, 2013 | 29 | SEC filing |
| Jan 16, 2014 | Initial | $1,013,100 | No comparison | 19 | SEC filing |
| Nov 12, 2013 | Initial | $1,019,392 | No comparison | 27 | SEC 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.
| Name | Reported 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
New York, NY, 10112-0015