# 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.

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## The full lists

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- [Form D filings in Other Banking and Financial Services](https://specstream.ai/data/form-d/industry/other-banking-and-financial-services): 1,280 rows, by operating companies, filed since November 1, 2024, $64, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/other-banking-and-financial-services

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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

## 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](https://www.sec.gov/Archives/edgar/data/1165309/000110465918057844/0001104659-18-057844-index.htm) |
| Aug 22, 2012 | New notice | $5,000,000 | $4,007,536 | $992,464 | 16 | Jul 24, 2012 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1165309/000116530912000001/0001165309-12-000001-index.htm) |
| May 3, 2010 | New notice | $5,500,000 | $5,500,000 | $0 | 45 | Apr 25, 2010 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1165309/000116530910000003/0001165309-10-000003-index.htm) |

## 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](https://specstream.ai/data/form-d/week/2018-09-17) · [All recent filings in Connecticut](https://specstream.ai/data/form-d/state/connecticut) · [All recent Other Banking and Financial Services filings](https://specstream.ai/data/form-d/industry/other-banking-and-financial-services)

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](https://creativecommons.org/licenses/by/4.0/).