# Achieve Financial Services, LLC — Form D

Achieve Financial Services, LLC of AUSTIN, TX, a company, filed a Form D exempt-offering notice with the SEC on 2012-04-02. The offering totals $12.6M, of which $9.6M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2012-04-02
- Form: D
- Accession: 0001496241-12-000003
- Industry: Other Banking and Financial Services
- Exemptions: 06
- Total offering: $12.6M
- Amount sold: $9.6M
- Remaining: $3.0M
- Minimum investment: $16K
- Investors: 16
- Date of first sale: 2012-03-15
- Security types: equity, debt
- Revenue range: Decline to Disclose
- SEC file number: 021-176055

## Issuer

- Name: Achieve Financial Services, LLC
- CIK: 0001496241
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2009
- Address: 9050 CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX, 78759
- Phone: 512.287.2200

## Officers, directors & promoters (8)

| Name | Role | Location |
| --- | --- | --- |
| Frank Cotroneo | Director | New York, NY |
| Brett Cravatt | Director | Manhattan Beach, CA |
| Gavin Gray | Director | Cambridge, MA |
| Sam Reed | Executive Officer | Austin, TX |
| Marc Zimmermann | Executive Officer | Austin, TX |
| Frank Cotroneo | Executive Officer | New York, NY |
| Gavin Gray | Executive Officer | Cambridge, MA |
| Brett Cravatt | Executive Officer | Manhattan Beach, CA |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2010-07-14](https://search.stillhousedata.com/formd/0001496241-10-000001) | D | $7.5M | $1.0M |

## More

- [CIK 1496241 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1496241&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001496241-12-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
