# Edelman Financial, L.P. — Form D

Edelman Financial, L.P. of FAIRFAX, VA, a company, filed a Form D exempt-offering notice with the SEC on 2016-03-23. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2016-03-23
- Form: D
- Accession: 0001548209-16-000007
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Revenue range: Decline to Disclose
- SEC file number: 021-259837

## Issuer

- Name: Edelman Financial, L.P.
- CIK: 0001548209
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2012
- Address: 4000 LEGATO ROAD, 9TH FLOOR, FAIRFAX, VA, 22033
- Phone: (800) 706-3916

## Officers, directors & promoters (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Rene Emile Chaze | Executive Officer | Fairfax, VA |
| Theresa Patrick Coughlin | Executive Officer | Fairfax, VA |
| Daniel J Rodriguez | Director | New York, NY |
| Daniel J Rodriguez | Executive Officer | New York, NY |
| Benjamin A Hochberg | Director | New York, NY |
| Benjamin A Hochberg | Executive Officer | New York, NY |
| Barry Baker | Director | Tucson, AZ |
| Mark K Gormley | Director | Itasca, IL |
| Mark K Gormley | Executive Officer | Itasca, IL |
| George L Ball | Director | DALLAS, TX |
| Joseph B Rotberg | Executive Officer | New York, NY |
| Thomas H Lee | Director | New York, NY |
| N/A H&F Flight GP, LLC | Promoter | San Francisco, CA |
| William Patrick Hayes | Executive Officer | Fairfax, VA |
| Benjamin K Hochberg | Executive Officer | New York, NY |
| Rene Emile Chaze | Director | Fairfax, VA |
| Lesley Virginia Roberts | Executive Officer | Fairfax, VA |
| Edward P Moore | Director | Fairfax, VA |
| Fredric Mark Edelman | Director | Fairfax, VA |
| Fredric Mark Edelman | Executive Officer | Fairfax, VA |
| N/A Lee Summer GP, LLC | Promoter | Fairfax, VA |
| Charles L Roame | Director | New York, NY |
| Fredric M Edelman | Director | New York, NY |
| Fredric M Edelman | Executive Officer | New York, NY |
| Joseph A Rotberg | Executive Officer | New York, NY |

## Other filings by this issuer (5)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2018-07-18](https://search.stillhousedata.com/formd/0001548209-18-000002) | D | — | — |
| [2016-02-04](https://search.stillhousedata.com/formd/0001548209-16-000006) | D | — | — |
| [2015-12-11](https://search.stillhousedata.com/formd/0001548209-15-000002) | D | — | — |
| [2014-05-19](https://search.stillhousedata.com/formd/0000895345-14-000172) | D | — | — |
| [2012-04-27](https://search.stillhousedata.com/formd/0000895345-12-000119) | D | $195.6M | $195.6M |

## More

- [CIK 1548209 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1548209&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001548209-16-000007.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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