Form D · Insurance
Patriot Home & Auto, LLC
Newtown Square, PA · CIK 0001766696
Offering snapshot reported Jun 10, 2025 · SEC filing
- Reported sold
- $6.3K Offering amount: $270K
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $900 Reported outside-investor minimum
- First sale
- Oct 22, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 10, 2025 | Initial | $6,300 | No comparison | 3 | SEC filing |
| May 12, 2022 | Initial | $7,200 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-548516
Source: Form D, filed Jun 10, 2025. 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 |
|---|---|
| Peter Hughes | Executive |
| David Marsh | Executive |
| Llc Pinnacle Partners, | Director |
| Llc Pinnacle Partners Consulting, | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
13 St. Albans Circle Suite C 3
Newtown Square, PA, 19073
Newtown Square, PA, 19073