PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:33 AM ET

Sponsor Check › Sponsor group

ET

Elm Tree

One sponsor team, 4 deal companies · Fort Lauderdale, FL

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

4deal companies
$18.4Mreported sold
9investors
4Form D filings
2013–2014active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 1, 2014 · 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

Elm Tree is a sponsor group of 4 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 4 Form D filings between Feb 2013 and Jul 2014.

What this means One team, 4 deal companies, about 1 year 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: $18.4M to 9 investors (latest filing per issuer). Industries as reported: Investing (4). Issuers are based in FL (4).

What this means $18.4M raised across the group, about $2.05M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Fred Elm (4 issuers, executive officer).

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

Activity: 0 new offerings in the last 12 months; latest filing Jul 1, 2014.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 5 court cases matching the name, 5 bankruptcy cases matching the name listed in Key records below.

What this means 10 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 4 public filings for Elm Tree and found 9 differences, 2 worth asking the sponsor about: Elm Tree includes 4 deals that stopped filing before reaching their target; 18 other issuers file from the same address; 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 Elm Tree has not run yet — it is joining a line of 23,943 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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

5 cases: 5 closed (disposition not in docket feed)

Bowen v. Elm Tree Golf Course, Inc. closed matched at sponsor-group level (Elm Tree)
District Court, N.D. New York · No. 5:20-cv-00808 · Filed Jul 17, 2020 · Closed Feb 11, 2021
Role of Elm Tree Golf Course, Inc.: Defendant · Outcome: Terminated 2021-02-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NY (not the issuer's state)
Elm Tree Investment, LLPIndividually and on Behalf of All Others Similarly Situated v. Ocwen Financial Corporation closed matched at sponsor-group level (Elm Tree)
District Court, S.D. Florida · No. 9:15-cv-80899 · Filed Jun 30, 2015 · Closed Jul 31, 2015 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:0077 Securities Fraud
Role of Elm Tree Investment, LLPIndividually: Plaintiff · Outcome: Terminated 2015-07-31 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
exact company name; court in the group's state (FL)
ELM TREE INVESTMENT, LL, ET AL v. OCWEN FINANCIAL CORPORA, ET AL closed matched at sponsor-group level (Elm Tree)
District Court, Virgin Islands · No. · Filed Sep 16, 2014 · Closed Nov 12, 2014 · Nature of suit: 850 Securities, Commodities, Exchange
Role of ELM TREE INVESTMENT, LL: Plaintiff · Outcome: Terminated 2014-11-12 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; court in VI (not the issuer's state)
Elm Tree Investment, LLPIndividually and on Behalf of All Others Similarly Situated v. OCWEN FINANCIAL CORPORATION closed matched at sponsor-group level (Elm Tree)
District Court, Virgin Islands · No. 1:14-cv-00061 · Filed Sep 16, 2014 · Closed Nov 12, 2014 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:77 Securities Fraud
Role of Elm Tree Investment, LLPIndividually: Plaintiff · Outcome: Terminated 2014-11-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in VI (not the issuer's state)
Elm Tree Planting Partnership v. Bayer CropScience L P closed
District Court, W.D. Louisiana · No. 3:07-cv-01363 · Filed Aug 17, 2007 · Closed Oct 15, 2007 · Nature of suit: 380 Other personal property damage
Role of Elm Tree Planting Partnership v. Bayer CropScience L P: Party · Outcome: Terminated 2007-10-15 — FJC Integrated Database disposition: Multi-district litigation transfer Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
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.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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: VA (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 Elm Tree..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

5 cases: 5 closed (disposition not in docket feed)

Elm Tree Properties, Inc. closed
United States Bankruptcy Court, C.D. California · No. 1:10-bk-22662 · Filed Oct 6, 2010 · Closed Jan 11, 2011
Role of Elm Tree Properties, Inc.: Party · Outcome: Case closed 2011-01-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Elm Tree Management Company closed
United States Bankruptcy Court, E.D. Texas · No. 99-21703 · Filed Aug 16, 1999 · Closed Oct 26, 1999
Role of Elm Tree Management Company: Party · Outcome: Case closed 1999-10-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Elm Tree Associates closed
United States Bankruptcy Court, M.D. Florida · No. 8:94-bk-04707 · Filed May 12, 1994 · Closed Dec 16, 1994
Role of Elm Tree Associates: Party · Outcome: Case closed 1994-12-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (FL)
Elm Tree Corporation closed
United States Bankruptcy Court, S.D. New York · No. 90-14108 · Filed Dec 12, 1990 · Closed Sep 9, 2024
Role of Elm Tree Corporation: Party · Outcome: Case closed 2024-09-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Elm Tree Hall, Inc. closed
United States Bankruptcy Court, N.D. New York · No. 87-10569 · Filed Apr 17, 1987 · Closed Jan 21, 1994
Role of Elm Tree Hall, Inc.: Party · Outcome: Case closed 1994-01-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
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.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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.

9 differences found between the filings for Elm Tree — 2 worth asking about (compared 4 filings on Oct 24, 2026)

Note · May 12, 1994 – Dec 16, 1994

Bankruptcy case: Elm Tree Associates — filed May 12, 1994

United States Bankruptcy Court, M.D. Florida docket "Elm Tree Associates" filed May 12, 1994, closed Dec 16, 1994. Elm Tree Investment Fund, LP (member issuer) is listed as Party ("Elm Tree Associates"). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, M.D. Florida ↗Elm Tree Investment Fund, LP — PartnerFacts page ↗
Sources
Note · Sep 16, 2014 – Jul 17, 2020

4 court cases name Elm Tree — 1 as defendant

By role: defendant in 1, plaintiff in 3. Newest: "Bowen v. Elm Tree Golf Course, Inc." (District Court, N.D. New York, Jul 17, 2020); "Elm Tree Investment, LLPIndividually and on Behalf of All Others Similarly Situated v. Ocwen Financial Corporation" (District Court, S.D. Florida, Jun 30, 2015); "ELM TREE INVESTMENT, LL, ET AL v. OCWEN FINANCIAL CORPORA, ET AL" (District Court, Virgin Islands, Sep 16, 2014). Some of these are name matches with a match estimate below 95% — check each docket.

What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.

Docket · Bowen v. Elm Tree Golf Course, Inc. ↗Docket · Elm Tree Investment, LLPIndividually and on Behalf of All Others Similarly Situated v. Ocwen Financial Corporation ↗Docket · ELM TREE INVESTMENT, LL, ET AL v. OCWEN FINANCIAL CORPORA, ET AL ↗Docket · Elm Tree Investment, LLPIndividually and on Behalf of All Others Similarly Situated v. OCWEN FINANCIAL CORPORATION ↗
Sources
Note · Feb 4, 2013

11% of the money raised went to insiders — ELm Tree Emerging Growth Fund LP

The Feb 4, 2013 Form D reports $450,000 sold and $50,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate).

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Feb 4, 2013 ↗ELm Tree Emerging Growth Fund LP — PartnerFacts page ↗
Sources
Worth asking · Feb 4, 2013 – Jul 1, 2014

Elm Tree includes 4 deals that stopped filing before reaching their target

Elm Tree Motion Opportunity, LP (last filing Jul 1, 2014; $9,450,000 sold of $36,123,107); Elm Tree Investment Fund, LP (last filing Nov 19, 2013; $0 sold of $40,000,000); Elm Tree 'e' Conomy Fund, LP (last filing Nov 19, 2013; $8,517,375 sold of $34,069,500); ELm Tree Emerging Growth Fund LP (last filing Feb 4, 2013; $450,000 sold of $30,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Elm Tree Motion Opportunity, LP — PartnerFacts page ↗Elm Tree Investment Fund, LP — PartnerFacts page ↗Elm Tree 'e' Conomy Fund, LP — PartnerFacts page ↗ELm Tree Emerging Growth Fund LP — PartnerFacts page ↗
Sources
Worth asking · Feb 4, 2013 – Jul 1, 2014

18 other issuers file from the same address — 4 member issuers (ELm Tree Emerging Growth Fund LP; Elm Tree 'e' Conomy Fund, LP; Elm Tree Investment Fund, LP; …)

The address on file, 401 E Las Olas Blvd., Suite 1400, Fort Lauderdale, FL, is used by 22 issuers in our index across 3 sponsor groups; 18 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

ELm Tree Emerging Growth Fund LP — PartnerFacts page ↗Elm Tree 'e' Conomy Fund, LP — PartnerFacts page ↗Elm Tree Investment Fund, LP — PartnerFacts page ↗EDGAR filer page · ELm Tree Emerging Growth Fund LP ↗
Sources
Note · Nov 1, 2013 – Nov 19, 2013

Form D filed 18 days after the first sale — Elm Tree 'e' Conomy Fund, LP

The filing says the first sale was Nov 1, 2013. The Form D was filed Nov 19, 2013 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 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 · Nov 19, 2013 ↗Elm Tree 'e' Conomy Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 23, 2014 – Jul 1, 2014

No amendment in the last 12 months on an offering that may still be open — Elm Tree Motion Opportunity, LP (latest filing Jul 1, 2014)

The latest filing for this offering is dated Jul 1, 2014 (first sale Jun 23, 2014). It reports $9,450,000 sold of $36,123,107 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Jul 1, 2014 ↗Elm Tree Motion Opportunity, LP — PartnerFacts page ↗
Sources
Note · Nov 1, 2013 – Nov 19, 2013

No amendment in the last 12 months on an offering that may still be open — Elm Tree 'e' Conomy Fund, LP (latest filing Nov 19, 2013)

The latest filing for this offering is dated Nov 19, 2013 (first sale Nov 1, 2013). It reports $8,517,375 sold of $34,069,500 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Nov 19, 2013 ↗Elm Tree 'e' Conomy Fund, LP — PartnerFacts page ↗
Sources
Note · Feb 1, 2013 – Feb 4, 2013

No amendment in the last 12 months on an offering that may still be open — ELm Tree Emerging Growth Fund LP (latest filing Feb 4, 2013)

The latest filing for this offering is dated Feb 4, 2013 (first sale Feb 1, 2013). It reports $450,000 sold of $30,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Feb 4, 2013 ↗ELm Tree Emerging Growth Fund LP — 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

2 of 4 offerings report sales commissions totalling $270,000; 1 reports finder's fees totalling $50,000; 1 reports proceeds to related persons totalling $50,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 1, 2014 D
Elm Tree Motion Opportunity, LP
File 021-220147
$170,000 (est.)$0$0None listed on this filingEDGAR ↗
Nov 19, 2013 D
Elm Tree 'e' Conomy Fund, LP
File 021-206566
$100,000 (est.)$50,000 (est.)$0None listed on this filingEDGAR ↗
Nov 19, 2013 D
Elm Tree Investment Fund, LP
File 021-206568
$0$0$0None listed on this filingEDGAR ↗
Feb 4, 2013 D
ELm Tree Emerging Growth Fund LP
File 021-191306
$0$0 (est.)$50,000 (est.)None 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 4 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 24, 2026, 7:31 AM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 7:31 AM 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; Harris County TX (HCAD ownership rolls 2014–2026) — 737,083 records, loaded Oct 24, 2026, 7:31 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, 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); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2014–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:31 AM ET; 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; 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 also 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 ↗ET ELm Tree Emerging Growth Fund LPshared people, same business address, similar issuer namesFORT LAUDERDALE, FLInvesting1$450,0003$50,0002013–2013
EDGAR ↗ET Elm Tree 'e' Conomy Fund, LPshared people, same business address, similar issuer namesFORT LAUDERDALE, FLInvesting1$8,517,375
offering $34,069,500 · similar: $763,000–$10,000,000
6
similar: 4–23
$50,000
similar: $10,000–$78,388
2013–2013
EDGAR ↗ET Elm Tree Investment Fund, LPshared people, same business address, similar issuer namesFORT LAUDERDALE, FLInvesting1$0
offering $40,000,000 · similar: $763,000–$10,000,000
0
similar: 4–23
$50,000
similar: $10,000–$78,388
2013–2013
EDGAR ↗ET Elm Tree Motion Opportunity, LPshared people, same business address, similar issuer namesFORT LAUDERDALE, FLInvesting1$9,450,000
offering $36,123,107 · similar: $763,000–$10,000,000
0
similar: 4–23
$50,000
similar: $10,000–$78,388
2014–2014

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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 ↗Jul 1, 2014Elm Tree Motion Opportunity, LPDInvesting$36,123,107$9,450,000
EDGAR ↗Nov 19, 2013Elm Tree Investment Fund, LPDInvesting$40,000,000$0
EDGAR ↗Nov 19, 2013Elm Tree 'e' Conomy Fund, LPDInvesting$34,069,500$8,517,375
EDGAR ↗Feb 4, 2013ELm Tree Emerging Growth Fund LPDInvesting$30,000,000$450,000

Activity: 0 new offerings 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 Jul 1, 2014. Industry history, as reported on each offering's latest filing: All 4 offerings reported: Investing (2013–2014).

People across the group

NameRolesIssuers hereFirst → last listed
FE Fred ElmExecutive Officer4Feb 4, 2013 → Jul 1, 2014

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 Elm Tree.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Elm Tree 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 Elm Tree's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #315,632 of 374,652 in line (1,195 issuers searched so far). One-tap searches: Look further ↓

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Change history

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Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

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.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: FORT LAUDERDALE), FL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Hillsborough County FL Clerk (HOVER) ↗Miami-Dade Clerk online case search ↗

Securities regulators

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

Business registries

Florida Secretary of State business search ↗OpenCorporates ↗