Form D · Other Banking and Financial Services
PRIVATE CLIENT RESOURCES LLC
Wilton, CT · CIK 0001165309
Offering snapshot reported Sep 20, 2018 · SEC filing
- Reported sold
- $2M Offering amount: $2M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Mar 23, 2018 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 |
|---|---|---|---|---|---|
| Sep 20, 2018 | Initial | $2,000,000 | No comparison | 9 | SEC filing |
| Aug 22, 2012 | Initial | $4,007,536 | No comparison | 16 | SEC filing |
| May 3, 2010 | Initial | $5,500,000 | No comparison | 45 | SEC filing |
| Dec 21, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
| May 9, 2006 | Paper | Not reported | No comparison | Not reported | |
| Jan 12, 2005 | Paper | Not reported | No comparison | Not reported | |
| Dec 30, 2004 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Dec 30, 2004 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Dec 30, 2004 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Dec 30, 2004 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-321868
No commissions or finders' fees provided
Source: Form D, filed Sep 20, 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 |
|---|---|
| Elwood Davis | Director |
| Joseph L Dionne | Director, Executive |
| Josh E Fidler | Director |
| Robert J Fiore | Director, Executive |
| Robert Friedman | Director |
| C Andrew Johns | Director |
| Fidler E. Josh | Director |
| Miller J. Robert | Executive |
| Roy C Smith | Director |
| Christopher L Snyder | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
187 Danbuary Road Suite 202
Wilton, CT, 06897
Wilton, CT, 06897