PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:28 AM ET

Sponsor Check › Sponsor group

F

Fannin

One sponsor team, 12 deal companies · Houston, TX

Grouped because: 4 shared people, 2 shared management entities, same business address (12 issuers), similar issuer names (8) (automatic match from the filings) · not the same sponsor?

12deal companies
$123.9Mreported sold
221investors
33Form D filings
2012–2026active
2new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jun 3, 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

Fannin is a sponsor group of 12 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared management entity; automatic match from the filings), filing 33 Form D filings between Feb 2012 and Jun 2026.

What this means One team, 12 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: $123.9M to 221 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (7), Other Health Care (3), Biotechnology (2). Issuers are based in TX (12).

What this means $123.9M raised across the group, about $561K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Mark E. Worscheh (11 issuers, executive officer, director, and promoter), Leo E. Linbeck III (6 issuers, executive officer, director, and promoter), Fannin Advisory, LLC (5 issuers, executive officer and promoter, entity), Atul Varadhachary (4 issuers, executive officer and director), Dev Chatterjee (2 issuers, executive officer) and 26 more.

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

Activity: 2 new offerings in the last 12 months; latest filing Jun 3, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: FANNIN ADVISORY, LLC.

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 33 public filings for Fannin and found 19 differences, 3 worth asking the sponsor about: Paid seller listed without a CRD number: 16 Points, LLC; William Noss is no longer listed on the Jan 16, 2024 amendment; 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 Fannin has not run yet — it is joining a line of 16,848 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 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 Fannin..

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.

19 differences found between the filings for Fannin — 3 worth asking about (compared 33 filings on Oct 24, 2026)

Worth asking · Dec 6, 2022

Paid seller listed without a CRD number: 16 Points, LLC — Fannin PI Holdings VI, LLC

16 Points, LLC is listed as receiving sales compensation on 1 filing (Dec 6, 2022) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Worth asking · Feb 10, 2023 – Jan 16, 2024

William Noss is no longer listed on the Jan 16, 2024 amendment — Pulmotect, Inc.

William Noss appears on the Feb 10, 2023 Form D/A (executive officer) but not on the Jan 16, 2024 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Worth asking · Feb 9, 2022 – Jan 27, 2023

Mark Benedyk is no longer listed on the Jan 27, 2023 amendment — Pulmotect, Inc.

Mark Benedyk appears on the Feb 9, 2022 Form D (director) but not on the Jan 27, 2023 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Note · Jun 26, 2015 – Feb 5, 2024

4 Form Ds were filed more than 15 days after the first sale

Form D filed 54 days after the first sale — Procyrion, Inc. · Form D filed 20 days after the first sale — Fannin Pulmotect Holdings IV, LLC · Form D filed 31 days after the first sale — Pulmotect, Inc. · Form D filed 17 days after the first sale — Procyrion, Inc.

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Note · Jan 16, 2024 – Sep 9, 2024

Brenton Scott's role changed at Pulmotect, Inc.: executive officer → director

The Jan 16, 2024 filing lists Brenton Scott as executive officer; the Sep 9, 2024 Form D lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · May 6, 2016 – Mar 7, 2018

Brenton Scott's role changed at Pulmotect, Inc.: executive officer, promoter → executive officer

The May 6, 2016 filing lists Brenton Scott as executive officer, promoter; the Mar 7, 2018 Form D lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Feb 2, 2012 – Dec 3, 2014

Benjamin A. Hertzog's role changed at Procyrion, Inc.: executive officer → executive officer, director

The Feb 2, 2012 filing lists Benjamin A. Hertzog as executive officer; the Dec 3, 2014 Form D lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Jun 23, 2014 – Sep 9, 2024

15 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 — Pulmotect, Inc. (latest filing Sep 9, 2024) · No amendment in the last 12 months on an offering that may still be open — Procyrion, Inc. (latest filing Feb 5, 2024) · No amendment in the last 12 months on an offering that may still be open — Pulmotect, Inc. (latest filing Jan 16, 2024) · No amendment in the last 12 months on an offering that may still be open — Fannin PI Holdings VII, LLC (latest filing Dec 22, 2023) · No amendment in the last 12 months on an offering that may still be open — Pulmotect, Inc. (latest filing Sep 28, 2023) · and 10 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.

Sources
Note · Jul 7, 2014 – Jun 3, 2026

Leo E. Linbeck III is written 6 different ways on the filings

listed as "Leo Linbeck" on 4 filings (from Jul 7, 2014), and "Leo E. Linbeck III" on 13 filings (from Dec 3, 2014), and "Leo III E Linbeck" on the Jul 13, 2015 filing, and "Leo Linbeck III" on 5 filings (from May 6, 2016), and "Leo E. Linbeck" on the Sep 9, 2024 filing, and "Leo Linbeck IV" on the Jun 3, 2026 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Jul 7, 2014 – May 9, 2018

Mark E. Worscheh is written 2 different ways on the filings

listed as "Mark Worscheh" on 6 filings (from Jul 7, 2014), and "Mark E. Worscheh" on 10 filings (from May 9, 2018).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Jul 13, 2015 – Jan 31, 2018

Jason Heuring is written 2 different ways on the filings

listed as "Jason J Heuring" on the Jul 13, 2015 filing, and "Jason Heuring" on 3 filings (from Jan 31, 2018).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Jul 7, 2014 – Dec 28, 2018

Industry group changed between filings — Fannin Partners, LLC

"Investing" (Jul 7, 2014 to May 9, 2018); then "Other Health Care" (Dec 28, 2018 to Jul 16, 2019).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Sources
Note · Feb 2, 2012 – Jul 13, 2015

Industry group changed between filings — Procyrion, Inc.

"Biotechnology" (Feb 2, 2012); then "Other Technology" (Dec 3, 2014); then "Other Health Care" (Jul 13, 2015 to Feb 5, 2024).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Sources
Note · Feb 2, 2012 – Dec 3, 2014

Address moved from Houma, LA to Houston, TX — Procyrion, Inc.

The people listed on the Feb 2, 2012 filing give Houma, LA; on the Dec 3, 2014 filing they give Houston, TX.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Feb 2, 2012

Formed in 2019 per the latest filing, but activity is dated 2014 — Procyrion, Inc.

The issuer's latest filing says it was formed in 2019. The Dec 3, 2014 filing says the first sale was Nov 19, 2014 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Sources
Note · Feb 2, 2012 – Jan 31, 2018

Reported revenue range changed between filings — Procyrion, Inc.

"No Revenues" (Feb 2, 2012); then "Decline to Disclose" (Jan 31, 2018).

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.

Sources
Note · Jul 10, 2019 – Jun 3, 2026

Member companies were formed in 2 different states

Texas (11), Delaware (1) — out of 12 member issuers. The odd ones out: Procyrion, Inc. (Delaware).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
Note · Dec 23, 2020 – Dec 20, 2021

Issuer used a different name before — Brevitest Technologies, Inc.

SEC records list prior names for this filer: BreviTest Technologies, LLC. The current name on file is "Brevitest Technologies, Inc.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

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

7 of 24 offerings report sales commissions totalling $335,521; 1 reports finder's fees totalling $7,500; 6 report proceeds to related persons totalling $4,140,101. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 3, 2026 D
Goldenrod Therapeutics, Inc.
File 021-586108
$0$0$0None listed on this filingEDGAR ↗
Jun 2, 2026 D
Fannin Goldenrod Holdings I, LLC
File 021-585915
$0$0$0None listed on this filingEDGAR ↗
Sep 9, 2024 D
Pulmotect, Inc.
File 021-523517
$0$0$726,768 (est.)None listed on this filingEDGAR ↗
Feb 5, 2024 D
Procyrion, Inc.
File 021-504428
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 16, 2024 D/A
Pulmotect, Inc.
File 021-432909
$0$7,500 (est.)$1,170,000 (est.)
The invested funds are being used to fund operating expenses. The payments described in Item 16 above include estimated salary payments to executive officers described in Item 3 above.
16 Points LLC BrokerCheck CRD 277033 ↗EDGAR ↗
Dec 22, 2023 D
Fannin PI Holdings VII, LLC
File 021-500643
$63,956$0$016 Points, LLC BrokerCheck CRD 277033 ↗EDGAR ↗
Sep 28, 2023 D/A
Pulmotect, Inc.
File 021-484223
$0$0$0 (est.)
Some of the proceeds will be used for the payment of regularly scheduled salaries and other compensation to some of the individuals listed in item 3.
None listed on this filingEDGAR ↗
Dec 6, 2022 D
Fannin PI Holdings VI, LLC
File 021-466705
$30,250 (est.)$0$016 Points, LLC no CRD number reportedEDGAR ↗
Aug 2, 2022 D
Fannin PI Holdings V, LLC
File 021-454470
$3,440$0$016 Points, LLC BrokerCheck CRD 277033 ↗EDGAR ↗
Feb 14, 2022 D
Fannin Pulmotect Holdings IV, LLC
File 021-433439
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2021 D/A
Fannin Brevitest Holdings I, LLC
File 021-384125
$107,521$0$016 Points LLC BrokerCheck CRD 277033 ↗EDGAR ↗
Dec 20, 2021 D/A
Brevitest Technologies, Inc.
File 021-384137
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2021 D
Pulmotect, Inc.
File 021-391977
$17,612$0$016 Points LLC BrokerCheck CRD 277033 ↗EDGAR ↗
Feb 24, 2020 D/A
Pulmotect, Inc.
File 021-307159
$0$0$0None listed on this filingEDGAR ↗
Jul 16, 2019 D/A
Fannin Partners, LLC
File 021-329067
$112,500$0$016 Points LLC BrokerCheck CRD 277033 ↗EDGAR ↗
Jul 10, 2019 D
Fannin PI Holdings IV, LLC
File 021-343862
$242$0$016 Points LLC BrokerCheck CRD 277033 ↗EDGAR ↗
Jul 8, 2019 D
Procyrion, Inc.
File 021-343630
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 9, 2018 D
Fannin Partners, LLC
File 021-311927
$0$0$150,000 (est.)None listed on this filingEDGAR ↗
Jan 31, 2018 D
Procyrion, Inc.
File 021-304473
$0$0$1,600,000 (est.)None listed on this filingEDGAR ↗
May 6, 2016 D
Pulmotect, Inc.
File 021-262718
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2015 D
Procyrion, Inc.
File 021-243562
$0$0$380,000 (est.)None listed on this filingEDGAR ↗
Dec 3, 2014 D
Procyrion, Inc.
File 021-229347
$0$0$113,333 (est.)None listed on this filingEDGAR ↗
Jul 7, 2014 D
Fannin Partners, LLC
File 021-220476
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2012 D
Procyrion, Inc.
File 021-172834
$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 12 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 Fannin 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 ↗P Procyrion, Inc.shared people, same business addressHOUSTON, TXOther Health Care6$57,670,605
offering $64,000,835 · similar: $829,831–$9,999,998
24
similar: 2–15
No minimum reported
similar: $10,000–$54,310
2012–2024
EDGAR ↗FP Fannin Partners, LLCshared people, same business address, similar issuer namesHouston, TXOther Health Care4$5,250,000
offering Indefinite · similar: $829,831–$9,999,998
37
similar: 2–15
No minimum reported
similar: $10,000–$54,310
2014–2019
EDGAR ↗P Pulmotect, Inc.shared people, same business addressHOUSTON, TXBiotechnology12$10,280,435
offering Indefinite · similar: $2,000,000–$19,999,994
22
similar: 2–16
No minimum reported
similar: $10,000–$50,000
2016–2024
EDGAR ↗FP Fannin PI Holdings IV, LLCshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$4,847,820
offering $4,847,820 · similar: $155,000–$5,250,000
38
similar: 4–27
$8,442
similar: $1,000–$100,000
2019–2019
EDGAR ↗BT Brevitest Technologies, Inc.shared people, same business addressHOUSTON, TXOther Health Care2$2,663,516
offering $5,049,000 · similar: $829,831–$9,999,998
1
similar: 2–15
$10,000
similar: $10,000–$54,310
2020–2021
EDGAR ↗FB Fannin Brevitest Holdings I, LLCshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund2$2,690,420
offering $5,100,000 · similar: $155,000–$5,250,000
20
similar: 4–27
$2,510
similar: $1,000–$100,000
2020–2021
EDGAR ↗FP Fannin Pulmotect Holdings IV, LLCshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$1,184,220
offering $5,100,000 · similar: $155,000–$5,250,000
10
similar: 4–27
$25,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗FP Fannin PI Holdings V, LLCshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$1,375,980
offering $4,080,000 · similar: $155,000–$5,250,000
8
similar: 4–27
$5,100
similar: $1,000–$100,000
2022–2022
EDGAR ↗FP Fannin PI Holdings VI, LLCshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$12,100,000
offering Indefinite · similar: $155,000–$5,250,000
26
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗FP Fannin PI Holdings VII, LLCshared people, shared management entity, same business address, similar issuer namesHouston, TXPooled Investment Fund1$21,318,979
offering Indefinite · similar: $155,000–$5,250,000
28
similar: 4–27
$101,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗FG Fannin Goldenrod Holdings I, LLCshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund1$1,275,005
offering $4,617,380 · similar: $155,000–$5,250,000
5
similar: 4–27
$25,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗GT Goldenrod Therapeutics, Inc.shared people, same business addressHOUSTON, TXBiotechnology1$3,245,355
offering $6,510,000 · similar: $2,000,000–$19,999,994
2
similar: 2–16
$100,000
similar: $10,000–$50,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); Biotechnology / 506(b) (3,253 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 ↗Jun 3, 2026Goldenrod Therapeutics, Inc.DBiotechnology$6,510,000$3,245,355
EDGAR ↗Jun 2, 2026Fannin Goldenrod Holdings I, LLCDPooled Investment Fund$4,617,380$1,275,005
EDGAR ↗Sep 9, 2024Pulmotect, Inc.DBiotechnologyIndefinite$10,280,435
EDGAR ↗Feb 5, 2024Procyrion, Inc.DOther Health Care$64,000,835$57,670,605
EDGAR ↗Jan 16, 2024Pulmotect, Inc.D/ABiotechnologyIndefinite$3,661,000
EDGAR ↗Dec 22, 2023Fannin PI Holdings VII, LLCDPooled Investment FundIndefinite$21,318,979
EDGAR ↗Sep 28, 2023Pulmotect, Inc.D/ABiotechnologyIndefinite$1,500,000
EDGAR ↗Jun 14, 2023Pulmotect, Inc.DBiotechnologyIndefinite$300,000
EDGAR ↗Feb 10, 2023Pulmotect, Inc.D/ABiotechnologyIndefinite$3,511,000
EDGAR ↗Jan 27, 2023Pulmotect, Inc.D/ABiotechnologyIndefinite$3,511,000
EDGAR ↗Dec 6, 2022Fannin PI Holdings VI, LLCDPooled Investment FundIndefinite$12,100,000
EDGAR ↗Aug 2, 2022Fannin PI Holdings V, LLCDPooled Investment Fund$4,080,000$1,375,980
EDGAR ↗Feb 14, 2022Fannin Pulmotect Holdings IV, LLCDPooled Investment Fund$5,100,000$1,184,220
EDGAR ↗Feb 9, 2022Pulmotect, Inc.DBiotechnologyIndefinite$2,211,000
EDGAR ↗Dec 22, 2021Fannin Brevitest Holdings I, LLCD/APooled Investment Fund$5,100,000$2,690,420
EDGAR ↗Dec 20, 2021Brevitest Technologies, Inc.D/AOther Health Care$5,049,000$2,663,516
EDGAR ↗Mar 11, 2021Pulmotect, Inc.DBiotechnology$3,500,000$3,500,000
EDGAR ↗Dec 23, 2020Fannin Brevitest Holdings I, LLCDPooled Investment Fund$5,100,000$2,190,420
EDGAR ↗Dec 23, 2020Brevitest Technologies, Inc.DOther Health Care$5,049,000$2,168,516
EDGAR ↗Feb 24, 2020Pulmotect, Inc.D/ABiotechnologyIndefinite$6,099,391
EDGAR ↗Jul 16, 2019Fannin Partners, LLCD/AOther Health CareIndefinite$5,250,000
EDGAR ↗Jul 10, 2019Fannin PI Holdings IV, LLCDPooled Investment Fund$4,847,820$4,847,820
EDGAR ↗Jul 8, 2019Procyrion, Inc.DOther Health Care$29,999,996$29,999,996
EDGAR ↗Feb 26, 2019Pulmotect, Inc.D/ABiotechnologyIndefinite$5,544,392
EDGAR ↗Dec 28, 2018Fannin Partners, LLCDOther Health CareIndefinite$0
EDGAR ↗May 9, 2018Fannin Partners, LLCDInvesting$950,000$950,000
EDGAR ↗Mar 7, 2018Pulmotect, Inc.DBiotechnologyIndefinite$4,000,003
EDGAR ↗Jan 31, 2018Procyrion, Inc.DOther Health Care$16,000,000$16,000,000
EDGAR ↗May 6, 2016Pulmotect, Inc.DBiotechnology$2,500,250$1,751,430
EDGAR ↗Jul 13, 2015Procyrion, Inc.DOther Health Care$10,000,000$5,151,000
EDGAR ↗Dec 3, 2014Procyrion, Inc.DOther Technology$650,000$650,000
EDGAR ↗Jul 7, 2014Fannin Partners, LLCDInvesting$10,000,000$3,000,000
EDGAR ↗Feb 2, 2012Procyrion, Inc.DBiotechnology$2,500,000$0

Activity: 2 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 Jun 3, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Biotechnology (2012), Investing (2014), Other Technology (2014), Other Health Care (2015), Biotechnology (2016), Other Health Care (2018), Biotechnology (2018), Investing (2018), Other Health Care (2018–2019), Pooled Investment Fund (2019), Other Health Care (2020), Pooled Investment Fund (2020), Biotechnology (2021–2022), Pooled Investment Fund (2022), Biotechnology (2023), Pooled Investment Fund (2023), Other Health Care (2024), Biotechnology (2024), Pooled Investment Fund (2026). Latest offering: Biotechnology (Jun 3, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
MW Mark E. WorschehExecutive Officer, Director, Promoter11Jul 7, 2014 → Jun 3, 2026
LL Leo E. Linbeck IIIDirector, Executive Officer, Promoter6Jul 7, 2014 → Jun 3, 2026
FA Fannin Advisory, LLC entityExecutive Officer, Promoter5Jul 10, 2019 → Jun 2, 2026
AV Atul VaradhacharyExecutive Officer, Director4Jul 7, 2014 → Jun 3, 2026
DC Dev ChatterjeeExecutive Officer2Dec 23, 2020 → Jun 3, 2026
EF E. Fannin Advisory, LLC entityExecutive Officer2Aug 2, 2022 → Dec 6, 2022
TB Thomas BrenninkmeijerDirector1Jun 3, 2026 → Jun 3, 2026
FD Fannin Direct Holding Company, LLC entityPromoter1Jun 2, 2026 → Jun 2, 2026
BG Bruce GivenDirector1May 6, 2016 → Sep 9, 2024
BS Brenton ScottExecutive Officer1May 6, 2016 → Sep 9, 2024
MH Magnus HookDirector1May 6, 2016 → Sep 9, 2024
CB Colin BroomExecutive Officer, Director1Feb 24, 2020 → Sep 9, 2024
KS Kumar SrinivasanDirector1Feb 24, 2020 → Sep 9, 2024
JH Jason HeuringExecutive Officer1Jul 13, 2015 → Feb 5, 2024
JM J. Carter MeyerDirector1Jan 31, 2018 → Feb 5, 2024
MC Marc P ChaputDirector1Jan 31, 2018 → Feb 5, 2024
GB Gerhard F BurbachDirector1Jan 31, 2018 → Feb 5, 2024
JB Jeff BirdDirector1Jul 8, 2019 → Feb 5, 2024
EF Eric FainExecutive Officer, Director1Jul 8, 2019 → Feb 5, 2024
JG James GamettDirector1Jun 14, 2023 → Sep 28, 2023
WN William NossExecutive Officer1Feb 9, 2022 → Sep 28, 2023
WR William J. RieglerExecutive Officer1Dec 6, 2022 → Dec 6, 2022
MB Mark BenedykDirector1Mar 7, 2018 → Feb 9, 2022
BH Benjamin A. HertzogExecutive Officer, Director1Feb 2, 2012 → Jan 31, 2018
SO STEVE OLDHAMDirector1Jul 13, 2015 → Jul 13, 2015
RD Reynolds, III M. DelagadoDirector1Jul 13, 2015 → Jul 13, 2015
RD Reynolds M. Delgado IIIDirector1Dec 3, 2014 → Dec 3, 2014
SO Stephen OldhamDirector1Dec 3, 2014 → Dec 3, 2014
JO John OsborneExecutive Officer, Director1Jul 7, 2014 → Jul 7, 2014
BO Brian OliverExecutive Officer1Feb 2, 2012 → Feb 2, 2012
BN Bryan Emerson Nearn, IIIExecutive Officer1Feb 2, 2012 → Feb 2, 2012

Adviser registration (Form ADV)

FANNIN ADVISORY, LLC — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Oct 13, 2020 · SEC file 802-119790 · Main office: HOUSTON, TX · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Item 11 disclosure questions as answered on Form ADV filed Mar 25, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Fannin 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 Fannin's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #107,791 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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