# Edelman Financial Engines, L.P. — Form D

Edelman Financial Engines, L.P. of FAIRFAX, VA, a company, filed a Form D exempt-offering notice with the SEC on 2026-06-10. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2026-06-10
- Form: D
- Accession: 0002136556-26-000001
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-586787

## Issuer

- Name: Edelman Financial Engines, L.P.
- CIK: 0002136556
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Address: 4000 LEGATO ROAD 8TH FLOOR, FAIRFAX, VA, 22033
- Phone: (833) 752-6333

## Officers, directors & promoters (11)

| Name | Role | Location |
| --- | --- | --- |
| Lewis Antone | Related Person | Boston, MA |
| Robert Blakley | Related Person | Boston, MA |
| Adam Durrett | Related Person | San Francisco, CA |
| Fredric Edelman | Related Person | San Francisco, CA |
| Ralph Haberli | Related Person | Boston, MA |
| Fred Jackson | Related Person | San Francisco, CA |
| Blake Kleinman | Related Person | San Francisco, CA |
| Lawrence Raffone | Related Person | San Francisco, CA |
| CHARLES ROAME | Related Person | San Francisco, CA |
| Ralph Schlosstein | Related Person | San Francisco, CA |
| Jeffrey Stein | Related Person | San Francisco, CA |

## More

- [CIK 2136556 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2136556&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002136556-26-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
