# WR Managed Accounts LLC: Form D filing

WR Managed Accounts LLC, a financial services company in Stamford, CT, filed a Form D with the SEC in 2011. The latest, on February 24, 2011, reports $2.1 million sold of a $2.1 million offering to 2 investors.

Find out what WR Managed Accounts 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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## The full lists

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- [Form D filings in Connecticut](https://specstream.ai/data/form-d/state/connecticut): 428 rows, by operating companies, filed since November 1, 2024, $21.40, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/connecticut
- [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: 48 SIGNAL ROAD, Stamford, CT, 06902
- Phone: (203) 504-5090
- Industry: Other Banking and Financial Services
- Entity type: Limited Liability Company
- Incorporated in: Delaware
- Year incorporated: 2009
- Revenue range: $1,000,001 - $5,000,000
- Exemptions claimed: Rule 505, Rule 506, Securities Act section 4(6)
- SEC identifier (CIK): 1513556

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Feb 24, 2011 | New notice | $2,051,000 | $2,051,000 | $0 | 2 | Feb 17, 2011 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1513556/000151355611000001/0001513556-11-000001-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Andrew Weisman | Executive Officer |  |
| William A. McNamara | Executive Officer |  |
| Monique A. Miller | Executive Officer |  |
| Walter Raquet | Executive Officer, Promoter |  |
| Sandeep A. Patel | Executive Officer |  |
| Sian A. Morse | Executive Officer |  |

## Other financial services companies in Connecticut that filed recently

- [Energea Portfolio 5 LATAM LP](https://specstream.ai/data/form-d/company/energea-portfolio-5-latam-lp-1993443) $230,051 · Nov 3, 2026
- [Energea Portfolio 3 Africa LP](https://specstream.ai/data/form-d/company/energea-portfolio-3-africa-lp-1865547) $287,846 · Nov 3, 2026
- [Energea Portfolio 4 USA LP](https://specstream.ai/data/form-d/company/energea-portfolio-4-usa-lp-1853011) $70,000 · Nov 3, 2026
- [Energea Portfolio 2 LP](https://specstream.ai/data/form-d/company/energea-portfolio-2-lp-1811470) $395,589 · Nov 3, 2026
- [Capital Engine Inc.](https://specstream.ai/data/form-d/company/capital-engine-inc-1719602) offering · Sep 4, 2026

[Every Form D from the week of Feb 21, 2011](https://specstream.ai/data/form-d/week/2011-02-21) · [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 WR Managed Accounts 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/).
