Form D · Other Banking and Financial Services
Edelman Financial Engines, L.P.
Fairfax, VA · CIK 0002136556
Offering snapshot reported Jun 10, 2026 · 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 10, 2026 | 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
- 021-586787
Source: Form D, filed Jun 10, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
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 |
|---|---|
| Lewis Antone | Executive |
| Robert Blakley | Executive |
| Adam Durrett | Director |
| Fredric Edelman | Director |
| Ralph Haberli | Executive |
| N/A H&F Flight Gp, Llc | Promoter |
| Fred Jackson | Director |
| Blake Kleinman | Director |
| Lawrence Raffone | Director |
| Charles Roame | Director |
| Ralph Schlosstein | Director |
| Jeffrey Stein | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
4000 Legato Road 8 Th Floor
Fairfax, VA, 22033
Phone: (833) 752-6333
Fairfax, VA, 22033
Phone: (833) 752-6333