PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:10 AM ET

Sponsor Check › Sponsor group

B

Broadvail

One sponsor team, 11 deal companies · Houston, TX

Grouped because: 4 shared people, 1 shared management entity, same business address (8 issuers), similar issuer names (11) (automatic match from the filings) · not the same sponsor?

11deal companies
$1.24Breported sold
291investors
17Form D filings
2012–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Mar 11, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Broadvail is a sponsor group of 11 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared management entity; automatic match from the filings), filing 17 Form D filings between Jan 2012 and Mar 2026.

What this means One team, 11 deal companies, about 14 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.24B to 291 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (11). Issuers are based in TX (11).

What this means $1.24B raised across the group, about $4.28M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: James J. Tramuto (11 issuers, executive officer, director, and promoter), Robert M. Zorich (11 issuers, executive officer, director, and promoter), Brett W. Hetherwick (9 issuers, executive officer, director, and promoter), (General Partner) BroadVail Capital Partners Fund I GP, L.P. (3 issuers, director, entity), James G. Board, Jr. (2 issuers, executive officer and director) and 2 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Mar 11, 2026.

What this means still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 17 public filings for Broadvail and found 7 differences: Form D filed 40 days after the first sale; Offering amount changed between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Broadvail has not run yet — it is joining a line of 8,854 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Broadvail..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

7 differences found between the filings for Broadvail (compared 17 filings on Oct 24, 2026)

Note · Jan 30, 2026 – Mar 11, 2026

Form D filed 40 days after the first sale — BroadVail Fund IV Sidecar II, L.P.

The filing says the first sale was Jan 30, 2026. The Form D was filed Mar 11, 2026 — 40 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 25 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Mar 11, 2026 ↗BroadVail Fund IV Sidecar II, L.P. — PartnerFacts page ↗
Sources
Note · Dec 19, 2018 – Feb 19, 2020

Offering amount changed between filings — BROADVAIL GROWTH EQUITY FUND II, L.P.

The Dec 19, 2018 filing says $200,000,000 offered; the Feb 19, 2020 Form D/A says $205,750,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Dec 19, 2018 ↗Form D/A (later) · Feb 19, 2020 ↗BROADVAIL GROWTH EQUITY FUND II, L.P. — PartnerFacts page ↗
Sources
Note · Feb 11, 2015 – Mar 31, 2025

7 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — BROADVAIL GROWTH EQUITY FUND IV, L.P. (latest filing Mar 31, 2025) · No amendment in the last 12 months on an offering that may still be open — BROADVAIL FUND IV SIDECAR I, L.P. (latest filing Mar 31, 2025) · No amendment in the last 12 months on an offering that may still be open — BROADVAIL FUND III SIDECAR I, L.P. (latest filing Jan 19, 2023) · No amendment in the last 12 months on an offering that may still be open — BROADVAIL GROWTH EQUITY FUND III, L.P. (latest filing Jun 7, 2022) · No amendment in the last 12 months on an offering that may still be open — BroadVail Fund I Sidecar II, L.P. (latest filing Dec 7, 2016) · and 2 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Mar 31, 2025 ↗BROADVAIL GROWTH EQUITY FUND IV, L.P. — PartnerFacts page ↗Form D/A · Mar 31, 2025 ↗BROADVAIL FUND IV SIDECAR I, L.P. — PartnerFacts page ↗
Sources
Note · Feb 26, 2015 – Jan 28, 2016

Reported revenue range changed between filings — BroadVail Capital Partners Fund I, L.P.

"No Revenues" (Feb 26, 2015); then "Decline to Disclose" (Jan 28, 2016).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Feb 26, 2015 ↗Form D/A · Jan 28, 2016 ↗BroadVail Capital Partners Fund I, L.P. — PartnerFacts page ↗
Sources
Note · Dec 7, 2016

Address on file is a registered agent / shared office — BroadVail Fund I Sidecar II, L.P.

The latest filing lists 510 Bering, Suite 650, Houston, TX. That address is used by 45 issuers in our index (45 issuers in 21 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D · Dec 7, 2016 ↗BroadVail Fund I Sidecar II, L.P. — PartnerFacts page ↗
Sources
Note · Jan 28, 2016

Address on file is a registered agent / shared office — BroadVail Capital Partners Fund I, L.P.

The latest filing lists 510 Bering Drive, Suite 650, Houston, TX. That address is used by 45 issuers in our index (45 issuers in 21 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D/A · Jan 28, 2016 ↗BroadVail Capital Partners Fund I, L.P. — PartnerFacts page ↗
Sources
Note · Jan 26, 2016

Address on file is a registered agent / shared office — BroadVail Fund I Sidecar I, L.P.

The latest filing lists 510 Bering Drive, Suite 650, Houston, TX. That address is used by 45 issuers in our index (45 issuers in 21 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D · Jan 26, 2016 ↗BroadVail Fund I Sidecar I, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 11 offerings report sales commissions; 1 reports finder's fees totalling $150,000; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 11, 2026 D
BroadVail Fund IV Sidecar II, L.P.
File 021-576211
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 31, 2025 D/A
BROADVAIL GROWTH EQUITY FUND IV, L.P.
File 021-509120
$0$0$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 31, 2025 D/A
BROADVAIL FUND IV SIDECAR I, L.P.
File 021-509117
$0$0$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 19, 2023 D/A
BROADVAIL FUND III SIDECAR I, L.P.
File 021-429123
$0$0$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 7, 2022 D/A
BROADVAIL GROWTH EQUITY FUND III, L.P.
File 021-402019
$0 (est.)$0 (est.)$0
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 19, 2020 D/A
BROADVAIL GROWTH EQUITY FUND II, L.P.
File 021-328513
$0$150,000$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
INCUBATION CAPITAL PARTNERS LLC no CRD number reported
via ALLEGRO SECURITIES LLC (CRD 139514 ↗)
EDGAR ↗
Dec 7, 2016 D
BroadVail Fund I Sidecar II, L.P.
File 021-275830
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2016 D/A
BroadVail Capital Partners Fund I, L.P.
File 021-234828
$0$0$0Incubation Capital Partners LLC no CRD number reported
via Allegro Securities LLC (CRD 139514 ↗)
EDGAR ↗
Jan 26, 2016 D
BroadVail Fund I Sidecar I, L.P.
File 021-255981
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2014 D
BTZ Opportunity Fund II, L.P.
File 021-211888
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2012 D
BTZ Opportunity Fund I, L.P.
File 021-171069
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 11 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Broadvail in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗BO BTZ Opportunity Fund I, L.P.shared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$1,500,00014No minimum reported2012–2012
EDGAR ↗BO BTZ Opportunity Fund II, L.P.shared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$6,950,000
offering $6,950,000 · similar: $500,000–$16,420,250
26
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2014–2014
EDGAR ↗BC BroadVail Capital Partners Fund I, L.P.shared people, shared management entity, similar issuer namesHOUSTON, TXPooled Investment Fund2$28,585,858
offering Indefinite · similar: $155,000–$5,250,000
36
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2016
EDGAR ↗BF BroadVail Fund I Sidecar I, L.P.shared people, shared management entity, similar issuer namesHOUSTON, TXPooled Investment Fund1$8,250,000
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗BF BroadVail Fund I Sidecar II, L.P.shared people, shared management entity, similar issuer namesHOUSTON, TXPooled Investment Fund1$17,500,000
offering Indefinite · similar: $155,000–$5,250,000
14
similar: 4–27
$250,000
similar: $1,000–$100,000
2016–2016
EDGAR ↗BG BROADVAIL GROWTH EQUITY FUND II, L.P.shared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund2$205,750,000
offering $205,750,000 · similar: $155,000–$5,250,000
46
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2020
EDGAR ↗BG BROADVAIL GROWTH EQUITY FUND III, L.P.shared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund2$234,850,000
offering $450,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2022
EDGAR ↗BF BROADVAIL FUND III SIDECAR I, L.P.shared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund2$175,950,000
offering Indefinite · similar: $155,000–$5,250,000
48
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗BG BROADVAIL GROWTH EQUITY FUND IV, L.P.shared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund2$392,036,000
offering Indefinite · similar: $155,000–$5,250,000
47
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗BF BROADVAIL FUND IV SIDECAR I, L.P.shared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund2$64,909,000
offering Indefinite · similar: $155,000–$5,250,000
26
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗BF BroadVail Fund IV Sidecar II, L.P.shared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$108,600,000
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Mar 11, 2026BroadVail Fund IV Sidecar II, L.P.DPooled Investment FundIndefinite$108,600,000
EDGAR ↗Mar 31, 2025BROADVAIL GROWTH EQUITY FUND IV, L.P.D/APooled Investment FundIndefinite$392,036,000
EDGAR ↗Mar 31, 2025BROADVAIL FUND IV SIDECAR I, L.P.D/APooled Investment FundIndefinite$64,909,000
EDGAR ↗Mar 29, 2024BROADVAIL FUND IV SIDECAR I, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 29, 2024BROADVAIL GROWTH EQUITY FUND IV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 19, 2023BROADVAIL FUND III SIDECAR I, L.P.D/APooled Investment FundIndefinite$175,950,000
EDGAR ↗Jun 7, 2022BROADVAIL GROWTH EQUITY FUND III, L.P.D/APooled Investment Fund$450,000,000$234,850,000
EDGAR ↗Jan 12, 2022BROADVAIL FUND III SIDECAR I, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 7, 2021BROADVAIL GROWTH EQUITY FUND III, L.P.DPooled Investment Fund$450,000,000$0
EDGAR ↗Feb 19, 2020BROADVAIL GROWTH EQUITY FUND II, L.P.D/APooled Investment Fund$205,750,000$205,750,000
EDGAR ↗Dec 19, 2018BROADVAIL GROWTH EQUITY FUND II, L.P.DPooled Investment Fund$200,000,000$0
EDGAR ↗Dec 7, 2016BroadVail Fund I Sidecar II, L.P.DPooled Investment FundIndefinite$17,500,000
EDGAR ↗Jan 28, 2016BroadVail Capital Partners Fund I, L.P.D/APooled Investment FundIndefinite$28,585,858
EDGAR ↗Jan 26, 2016BroadVail Fund I Sidecar I, L.P.DPooled Investment FundIndefinite$8,250,000
EDGAR ↗Feb 26, 2015BroadVail Capital Partners Fund I, L.P.DPooled Investment FundIndefinite$25,000,000
EDGAR ↗Feb 13, 2014BTZ Opportunity Fund II, L.P.DPooled Investment Fund$6,950,000$6,950,000
EDGAR ↗Jan 3, 2012BTZ Opportunity Fund I, L.P.DPooled Investment Fund$1,500,000$1,500,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Mar 11, 2026. Industry history, as reported on each offering's latest filing: All 11 offerings reported: Pooled Investment Fund (2012–2026).

People across the group

NameRolesIssuers hereFirst → last listed
JT JAMES J. TRAMUTOExecutive Officer, Director, Promoter11Jan 3, 2012 → Mar 11, 2026
RZ ROBERT M. ZORICHExecutive Officer, Director, Promoter11Jan 3, 2012 → Mar 11, 2026
BH BRETT W. HETHERWICKExecutive Officer, Director, Promoter9Feb 26, 2015 → Mar 11, 2026
GP (General Partner) BroadVail Capital Partners Fund I GP, L.P. entityDirector3Feb 26, 2015 → Dec 7, 2016
JB James G. Board, Jr.Executive Officer, Director2Jan 3, 2012 → Feb 13, 2014
GP (General Partner) BTZ Opportunity Fund II GP, LLC entityDirector1Feb 13, 2014 → Feb 13, 2014
GP (General Partner) BTZ Opportunity Fund I GP, LLC entityDirector1Jan 3, 2012 → Jan 3, 2012

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Broadvail.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Broadvail as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Broadvail's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #74,820 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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Sponsor response

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Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

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CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Texas re:SearchTX court records ↗

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SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Texas Secretary of State business search ↗OpenCorporates ↗