PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:30 AM ET

Sponsor Check › Sponsor group

F

Formentera

One sponsor team, 15 deal companies · Austin, TX

Grouped because: 2 shared people, same business address (11 issuers), similar issuer names (15) (automatic match from the filings) · not the same sponsor?

15deal companies
$2.21Breported sold
515investors
21Form D filings
2021–2025active
2new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Nov 20, 2025 · 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

Formentera is a sponsor group of 15 issuers that PartnerFacts links to one sponsor (shared people, similar issuer names, same business address; automatic match from the filings), filing 21 Form D filings between Apr 2021 and Nov 2025.

What this means One team, 15 deal companies, about 4 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: $2.21B to 515 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (15). Issuers are based in TX (15).

What this means $2.21B 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: Bryan Sheffield (15 issuers, executive officer and promoter), Blake London (13 issuers, executive officer and promoter), Formentera Australia Fund I GP, LP (1 issuer, promoter, entity), Formentera III Monon GP, LP (1 issuer, executive officer, entity), Formentera Partners Griffin CIV GP, LP (1 issuer, promoter, entity) 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: 2 new offerings in the last 12 months; latest filing Nov 20, 2025.

What this means still raising money this 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) — 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 21 public filings for Formentera and found 5 differences: Last filing Apr 13, 2021 with 0% of the target sold; 4 offerings have no amendment in the last 12 months and may still be open; 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 Formentera has not run yet — it is joining a line of 22,872 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

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: 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 Formentera..

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

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.

5 differences found between the filings for Formentera (compared 21 filings on Oct 24, 2026)

Note · Apr 13, 2021

Last filing Apr 13, 2021 with 0% of the target sold — FORMENTERA PARTNERS FUND I, LP

FORMENTERA PARTNERS FUND I, LP (last filing Apr 13, 2021; $0 sold of $400,000,000). There is no filing in more than two years and the last one reported under half the 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.

Sources
Note · Jul 6, 2022 – Aug 4, 2025

4 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 — FORMENTERA PARTNERS FUND III-A, LP (latest filing Aug 4, 2025) · No amendment in the last 12 months on an offering that may still be open — FORMENTERA PARTNERS FUND III, LP (latest filing Aug 4, 2025) · No amendment in the last 12 months on an offering that may still be open — FORMENTERA PARTNERS FUND II-A, LP (latest filing Jul 5, 2023) · No amendment in the last 12 months on an offering that may still be open — FORMENTERA PARTNERS FUND II, LP (latest filing Jul 5, 2023)

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 1, 2022 – Jul 5, 2023

Offering amount changed between filings — FORMENTERA PARTNERS FUND II-A, LP

The Jul 1, 2022 filing says $600,000,000 offered; the Jul 5, 2023 Form D/A says an indefinite amount.

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.

Sources
Note · Jul 1, 2022 – Jul 5, 2023

Offering amount changed between filings — FORMENTERA PARTNERS FUND II, LP

The Jul 1, 2022 filing says $600,000,000 offered; the Jul 5, 2023 Form D/A says an indefinite amount.

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.

Sources
Note · Apr 13, 2021 – Jul 5, 2023

4 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — FORMENTERA PARTNERS FUND II-A, LP · Address on file is a registered agent / shared office — FORMENTERA PARTNERS FUND II, LP · Address on file is a registered agent / shared office — FORMENTERA PERMIAN FUND I, LP · Address on file is a registered agent / shared office — FORMENTERA PARTNERS FUND I, LP

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

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 17 offerings report sales commissions; 2 report finder's fees totalling $2,886,500; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Nov 20, 2025 D
Formentera Partners Griffin CIV, LP
File 021-564570
$0$0$0None listed on this filingEDGAR ↗
Nov 19, 2025 D
FORMENTERA AUSTRALIA FUND I, LP
File 021-564409
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2025 D
Formentera South Texas CIV, LP
File 021-561044
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Oct 16, 2025 D
Formentera III Monon, LP
File 021-561017
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Aug 13, 2025 D
Formentera Partners TXPSFC CIV, LP
File 021-554555
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Aug 4, 2025 D/A
FORMENTERA PARTNERS FUND III, LP
File 021-520612
$0 (est.)$2,851,500 (est.)$0 (est.)
The General Partner is entitled to a 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.
EATON PARTNERS BrokerCheck CRD 31170 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Aug 4, 2025 D/A
FORMENTERA PARTNERS FUND III-A, LP
File 021-520613
$0 (est.)$35,000 (est.)$0 (est.)
The General Partner is entitled to a 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.
EATON PARTNERS BrokerCheck CRD 31170 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Apr 4, 2025 D
WESTLAKE RESOURCES CIV, LP
File 021-543019
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 4, 2025 D
WESTLAKE RESOURCES HCP CIV, LP
File 021-543018
$0$0$0 (est.)
The General Partner is entitled to a 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 26, 2025 D
FORMENTERA PARTNERS DRAKE CIV, LP
File 021-539270
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 10, 2025 D
FORMENTERA AUSTRALIA FUND I, LP
File 021-537833
$0$0$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 ↗
Oct 31, 2023 D
FORMENTERA AUSTRALIA FUND I, LP
File 021-496217
$0$0$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 ↗
Sep 28, 2023 D
FORMENTERA PARTNERS TRS CIV, LP
File 021-493303
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to a 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.
EATON PARTNERS BrokerCheck CRD 31170 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Jul 5, 2023 D/A
FORMENTERA PARTNERS FUND II-A, LP
File 021-451029
$0 (est.)$0 (est.)$0
The General Partner is entitled to a 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.
EATON PARTNERS BrokerCheck CRD 31170 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Jul 5, 2023 D/A
FORMENTERA PARTNERS FUND II, LP
File 021-451031
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to a 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.
EATON PARTNERS BrokerCheck CRD 31170 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 2, 2022 D
FORMENTERA PERMIAN FUND I, LP
File 021-435599
$0$0$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 ↗
Apr 13, 2021 D
FORMENTERA PARTNERS FUND I, LP
File 021-395621
$0$0$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 ↗
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 15 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, 7:27 AM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 7:27 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 2015–2026) — 708,419 records, loaded Oct 24, 2026, 7:27 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 2015–2026); 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, 7:27 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 ↗FP FORMENTERA PARTNERS FUND I, LPshared people, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering $400,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗FP FORMENTERA PERMIAN FUND I, LPshared people, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗FP FORMENTERA PARTNERS FUND II, LPshared people, similar issuer namesAUSTIN, TXPooled Investment Fund2$828,500,000
offering Indefinite · similar: $155,000–$5,250,000
259
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗FP FORMENTERA PARTNERS FUND II-A, LPshared people, similar issuer namesAUSTIN, TXPooled Investment Fund2$828,500,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗FP FORMENTERA PARTNERS TRS CIV, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗FA FORMENTERA AUSTRALIA FUND I, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund3$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2025
EDGAR ↗FP FORMENTERA PARTNERS FUND III, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund2$529,185,000
offering Indefinite · similar: $155,000–$5,250,000
232
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗FP FORMENTERA PARTNERS FUND III-A, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund2$20,300,000
offering Indefinite · similar: $155,000–$5,250,000
19
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗FP FORMENTERA PARTNERS DRAKE CIV, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗WR WESTLAKE RESOURCES CIV, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗WR WESTLAKE RESOURCES HCP CIV, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗FP Formentera Partners TXPSFC CIV, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗FS Formentera South Texas CIV, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗FM Formentera III Monon, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗FP Formentera Partners Griffin CIV, LPshared people, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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 ↗Nov 20, 2025Formentera Partners Griffin CIV, LPDPooled Investment FundIndefinite$0
EDGAR ↗Nov 19, 2025FORMENTERA AUSTRALIA FUND I, LPDPooled Investment FundIndefinite$0
EDGAR ↗Oct 16, 2025Formentera III Monon, LPDPooled Investment FundIndefinite$0
EDGAR ↗Oct 16, 2025Formentera South Texas CIV, LPDPooled Investment FundIndefinite$0
EDGAR ↗Aug 13, 2025Formentera Partners TXPSFC CIV, LPDPooled Investment FundIndefinite$0
EDGAR ↗Aug 4, 2025FORMENTERA PARTNERS FUND III-A, LPD/APooled Investment FundIndefinite$20,300,000
EDGAR ↗Aug 4, 2025FORMENTERA PARTNERS FUND III, LPD/APooled Investment FundIndefinite$529,185,000
EDGAR ↗Apr 4, 2025WESTLAKE RESOURCES HCP CIV, LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 4, 2025WESTLAKE RESOURCES CIV, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 26, 2025FORMENTERA PARTNERS DRAKE CIV, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2025FORMENTERA AUSTRALIA FUND I, LPDPooled Investment FundIndefinite$0
EDGAR ↗Aug 5, 2024FORMENTERA PARTNERS FUND III-A, LPDPooled Investment FundIndefinite$0
EDGAR ↗Aug 5, 2024FORMENTERA PARTNERS FUND III, LPDPooled Investment FundIndefinite$0
EDGAR ↗Oct 31, 2023FORMENTERA AUSTRALIA FUND I, LPDPooled Investment FundIndefinite$0
EDGAR ↗Sep 28, 2023FORMENTERA PARTNERS TRS CIV, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jul 5, 2023FORMENTERA PARTNERS FUND II-A, LPD/APooled Investment FundIndefinite$828,500,000
EDGAR ↗Jul 5, 2023FORMENTERA PARTNERS FUND II, LPD/APooled Investment FundIndefinite$828,500,000
EDGAR ↗Jul 1, 2022FORMENTERA PARTNERS FUND II, LPDPooled Investment Fund$600,000,000$0
EDGAR ↗Jul 1, 2022FORMENTERA PARTNERS FUND II-A, LPDPooled Investment Fund$600,000,000$0
EDGAR ↗Mar 2, 2022FORMENTERA PERMIAN FUND I, LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 13, 2021FORMENTERA PARTNERS FUND I, LPDPooled Investment Fund$400,000,000$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 Nov 20, 2025. Industry history, as reported on each offering's latest filing: All 17 offerings reported: Pooled Investment Fund (2021–2025).

People across the group

NameRolesIssuers hereFirst → last listed
BS BRYAN SHEFFIELDExecutive Officer, Promoter15Apr 13, 2021 → Nov 20, 2025
BL BLAKE LONDONExecutive Officer, Promoter13Jul 1, 2022 → Nov 20, 2025
FP FORMENTERA PARTNERS GRIFFIN CIV GP, LP entityPromoter1Nov 20, 2025 → Nov 20, 2025
FA FORMENTERA AUSTRALIA FUND I GP, LP entityPromoter1Nov 19, 2025 → Nov 19, 2025
FS FORMENTERA SOUTH TEXAS CIV GP, LP entityPromoter1Oct 16, 2025 → Oct 16, 2025
FM FORMENTERA III MONON GP, LP entityExecutive Officer1Oct 16, 2025 → Oct 16, 2025
FP FORMENTERA PARTNERS TXPSFC CIV GP, LP entityExecutive Officer1Aug 13, 2025 → Aug 13, 2025

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 Formentera.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Formentera 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 Formentera's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #122,046 of 374,652 in line (1,149 issuers searched so far). One-tap searches: Look further ↓

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