Form D · Other

Deloitte Tax LLP

New York, NY · CIK 0001590834

Offering snapshot reported Sep 15, 2026 · SEC filing

Reported sold
$23.7M
Indefinite offering
Investors reported
234
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$11.9M$23.7MJan 22, 2026: $14,279,888.00Jan 22, 2026Sep 15, 2026: $23,727,386.00Sep 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$14,279,888 → $23,727,386
  • Reported investors189 → 234

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 15, 2026Amendment$23,727,386$9,447,498vs Jan 22, 2026234SEC filing
Jan 22, 2026Amendment$14,279,888No comparison189SEC filing
Jan 22, 2026Initial$13,000,043No comparison174SEC filing
Jan 23, 2025Amendment$12,785,368-$4,191,639vs Sep 17, 2024182SEC filing
Jan 23, 2025Amendment$12,785,368$216,804vs Jan 24, 2024182SEC filing
Jan 23, 2025Initial$14,477,017No comparison189SEC filing
Sep 17, 2024Amendment$16,977,007$6,579,498vs Jan 24, 2024200SEC filing
Jan 24, 2024Initial$12,568,564No comparison182SEC filing
Jan 24, 2024Amendment$10,397,509$550vs Jan 20, 2023153SEC filing
Sep 22, 2023Amendment$18,106,924$7,728,185vs Jan 20, 2023188SEC filing
Jan 20, 2023Initial$10,396,959No comparison153SEC filing
Jan 20, 2023Amendment$10,378,739$188,795vs Jan 21, 2022155SEC filing
Sep 16, 2022Amendment$16,839,014$8,728,181vs Jan 21, 2022164SEC filing
Jan 21, 2022Initial$10,189,944No comparison155SEC filing
Jan 21, 2022Amendment$8,110,833$226,527vs Jan 22, 2021131SEC filing
Sep 17, 2021Amendment$12,322,669No comparisonNot reportedSEC filing
Jan 22, 2021Amendment$7,321,413-$191,647vs Jan 22, 2020122SEC filing
Jan 22, 2021Initial$7,884,306No comparison131SEC filing
Sep 18, 2020Amendment$9,249,762$1,688,716vs Jan 22, 2020137SEC filing
Jan 22, 2020Amendment$7,561,046-$305,011vs Jan 23, 2019122SEC filing
Jan 22, 2020Initial$7,513,060No comparison122SEC filing
Sep 18, 2019Amendment$8,756,527$2,561,242vs Jan 17, 2019111SEC filing
Jan 23, 2019Initial$7,866,057No comparison122SEC filing
Jan 17, 2019Amendment$6,195,285-$77,871vs Jan 22, 201890SEC filing
Sep 20, 2018Amendment$8,521,865$2,405,017vs Jan 12, 2018116SEC filing
Jan 22, 2018Initial$6,273,156No comparison90SEC filing
Jan 12, 2018Amendment$6,116,848-$274,522vs Jan 17, 201795SEC filing
Sep 20, 2017Amendment$7,660,865$1,905,415vs Jan 17, 2017109SEC filing
Jan 17, 2017Initial$6,391,370No comparison95SEC filing
Jan 17, 2017Amendment$5,755,450-$49,620vs Oct 13, 201696SEC filing
Oct 13, 2016Amendment$5,805,070$0vs Jan 19, 201696SEC filing
Sep 16, 2016Amendment$6,765,540$1,791,108vs Jan 20, 2016104SEC filing
Jan 20, 2016Amendment$4,974,432-$34,798vs Mar 23, 201591SEC filing
Jan 19, 2016Initial$5,805,070No comparison96SEC filing
Sep 15, 2015Amendment$4,360,532$1,321,785vs Mar 23, 201594SEC filing
Mar 23, 2015Amendment$3,038,747$0vs Jan 13, 201579SEC filing
Mar 23, 2015Amendment$5,009,230$0vs Jan 20, 201591SEC filing
Jan 20, 2015Initial$5,009,230No comparison91SEC filing
Jan 13, 2015Amendment$3,038,747-$59,443vs Jan 16, 201479SEC filing
Sep 10, 2014Amendment$5,245,210$951,538vs Nov 12, 2013120SEC filing
Jan 16, 2014Initial$3,098,190No comparison79SEC filing
Nov 12, 2013Initial$4,293,672No comparison112SEC 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
021-536004
Total Amount Sold: $23,727,386.16
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
Carl S. Allegretti Executive
N/A Deloitte Llp Executive
Scott Feinblum Executive
Janet Foutty Director
Franklin Friedman Executive
Frank Friedman Executive
Michael Fucci Director
Carin Giuliante Executive
Steve Kimble Executive
Steven Kimble Executive
Joseph A. Rosalie Executive
Pete Shimer Executive

Issuer details

Industry: Other (See others in industry)

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