Form D · Other Banking and Financial Services
Edelman Financial, L.P.
Fairfax, VA · CIK 0001548209
Offering snapshot reported Jul 18, 2018 · 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 |
|---|---|---|---|---|---|
| Jul 18, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 23, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Feb 4, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Dec 11, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| May 19, 2014 | Initial | $0 | No comparison | 11 | SEC filing |
| Apr 27, 2012 | Initial | $195,583,318 | No comparison | 8 | 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
- 021-317161
Class B Units
Source: Form D, filed Jul 18, 2018. 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 |
|---|---|
| Michael Anderson | Executive |
| Barry Baker | Director |
| George L. Ball | Director |
| Rene Emile Chaze | Executive |
| Theresa Coughlin | Executive |
| Fredric Mark Edelman | Director, Executive |
| Mark K. Gormley | Director, Executive |
| William Patrick Hayes | Executive |
| N/A H&F Flight Gp, Llc | Promoter |
| Benjamin A. Hochberg | Director, Executive |
| Thomas H. Lee | Director |
| N/A Lee Summer Gp, Llc | Promoter |
| Edward P. Moore | Director |
| Charles Roame | Director |
| Lesley Virginia Roberts | Executive |
| Daniel J. Rodriguez | Director, Executive |
| Joseph B. Rotberg | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
4000 Legato Road, 9 Th Floor
Fairfax, VA, 22033
Fairfax, VA, 22033