Data / Form D filings / PRIVATE CLIENT RESOURCES LLC
PRIVATE CLIENT RESOURCES LLC: Form D filings
PRIVATE CLIENT RESOURCES LLC, a financial services company in Wilton, CT, filed 3 Form D notices with the SEC between 2010 and 2018. The latest, on September 20, 2018, reports $2 million sold of a $2 million offering to 9 investors.
Find out what PRIVATE CLIENT RESOURCES LLC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
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Company details from the filing
- Address
- 187 Danbuary Road, Suite 202, Wilton, CT, 06897
- Phone
- (203) 762-9006
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Revenue range
- $5,000,001 - $25,000,000
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1165309
The full lists. Form D filings in Connecticut: 428 rows, $21.40, or the new rows each week for $19 a month. Form D filings in Other Banking and Financial Services: 1,280 rows, $64, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, year incorporated, street, city, state and 5 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 20, 2018 | New notice | $2,000,000 | $2,000,000 | $0 | 9 | Mar 23, 2018 | sec.gov |
| Aug 22, 2012 | New notice | $5,000,000 | $4,007,536 | $992,464 | 16 | Jul 24, 2012 | sec.gov |
| May 3, 2010 | New notice | $5,500,000 | $5,500,000 | $0 | 45 | Apr 25, 2010 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Fidler E. Josh | Director | |
| Miller J. Robert | Executive Officer |
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Every Form D from the week of Sep 17, 2018 · All recent filings in Connecticut · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what PRIVATE CLIENT RESOURCES LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.
$10 of credit on sign-up, no card.