PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:12 AM ET

Sponsor Check › Sponsor group

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Logo: fgcommunities.com ↗

Fundamental

One sponsor team, 18 deal companies · Charlotte, NC

Grouped because: 6 shared people, 3 shared management entities, same business address (18 issuers), similar issuer names (12) (automatic match from the filings) · not the same sponsor?

18deal companies
$359.8Mreported sold
1,445investors
72Form D filings
2012–2026active
3new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Apr 15, 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

Fundamental is a sponsor group of 18 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared management entity; automatic match from the filings), filing 72 Form D filings between Sep 2012 and Apr 2026.

What this means One team, 18 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: $359.8M to 1,445 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (15), Residential (2), REITS and Finance (1). Issuers are based in NC (12), FL (6).

What this means $359.8M raised across the group, about $249K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Lewis Johnson (16 issuers, executive officer, director, and promoter), Daniel Kyle Cerminara (14 issuers, executive officer, director, and promoter), Kimberly R. Key (3 issuers, executive officer), CWA Asset Management Group, LLC (2 issuers, executive officer, entity), FGI Global Asset Allocation GP, LLC (2 issuers, promoter, entity) and 28 more.

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

Activity: 3 new offerings in the last 12 months; latest filing Apr 15, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: CWA ASSET MANAGEMENT GROUP.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, 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 the newest 50 of 72 public filings for Fundamental and found 11 differences, 3 worth asking the sponsor about: 14 other issuers file from the same address; 7 Form Ds were filed more than 15 days after the first sale; 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 Fundamental has not run yet — it is joining a line of 48,953 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Fundamental..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), 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), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, 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 · Website on file (fgcommunities.com, from the issuer's Form C filing (SEC data set), filed by member CIK 1959407) — not yet read for public statements.

11 differences found between the filings for Fundamental — 3 worth asking about (compared the newest 50 of 72 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 21, 2020 – Dec 18, 2020

14 other issuers file from the same address — 10 member issuers (FUNDAMENTAL GLOBAL PARTNERS; Fundamental Global Partners Offshore Fund, Ltd.; Fundamental Global Partners QP, LP; …)

The address on file, 4201 Congress Street, Suite 140, Charlotte, NC, is used by 24 issuers in our index across 4 sponsor groups; 14 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.

FUNDAMENTAL GLOBAL PARTNERS — PartnerFacts page ↗Fundamental Global Partners Offshore Fund, Ltd. — PartnerFacts page ↗Fundamental Global Partners QP, LP — PartnerFacts page ↗EDGAR filer page · FUNDAMENTAL GLOBAL PARTNERS ↗
Sources
Worth asking · Jul 23, 2014 – Jul 8, 2019

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

Form D filed 351 days after the first sale — Fundamental Global Holdings, LP · Form D filed 351 days after the first sale — Fundamental Global Holdings, LP · Form D filed 212 days after the first sale — Fundamental Activist Fund I, LP · Form D filed 775 days after the first sale — FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD · Form D filed 1,302 days after the first sale — Fundamental Global Partners Offshore Fund, Ltd. · and 2 more

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

Form D · Feb 14, 2018 ↗Fundamental Global Holdings, LP — PartnerFacts page ↗Form D · Feb 14, 2018 ↗Form D · Feb 14, 2018 ↗
Sources
Note · Sep 6, 2012 – Jun 3, 2024

16 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 — CW Natural Resources Fund, LP (latest filing Jun 3, 2024) · No amendment in the last 12 months on an offering that may still be open — CW Natural Resources Fund, LP (latest filing Jun 2, 2023) · No amendment in the last 12 months on an offering that may still be open — CWA FGI SPECIAL OPPORTUNITIES FUND, LP (latest filing Dec 18, 2020) · No amendment in the last 12 months on an offering that may still be open — FGI 1347 HOLDINGS, LP (latest filing Dec 18, 2020) · No amendment in the last 12 months on an offering that may still be open — FGI METROLINA PROPERTY INCOME FUND, LP (latest filing Dec 18, 2020) · and 11 more

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

Form D/A · Jun 3, 2024 ↗CW Natural Resources Fund, LP — PartnerFacts page ↗Form D/A · Jun 2, 2023 ↗Form D/A · Dec 18, 2020 ↗
Sources
Worth asking · Feb 14, 2018 – Jun 3, 2024

11 people are no longer listed on a later amendment

FGI Global Asset Allocation Master Fund, LP is no longer listed on the Jun 3, 2024 amendment — CW Natural Resources Fund, LP · FGI Global Asset Allocation GP, LLC is no longer listed on the Jun 3, 2024 amendment — CW Natural Resources Fund, LP · FGI Global Asset Allocation Master Fund, LP is no longer listed on the Jun 2, 2023 amendment — CW Natural Resources Fund, LP · FGI Global Asset Allocation GP, LLC is no longer listed on the Jun 2, 2023 amendment — CW Natural Resources Fund, LP · FGI Global Asset Allocation GP, LLC is no longer listed on the Dec 18, 2020 amendment — FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD · and 6 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D · Feb 14, 2018 ↗Form D/A · Jun 3, 2024 ↗FGI Global Asset Allocation Master Fund, LP — PartnerFacts page ↗CW Natural Resources Fund, LP — PartnerFacts page ↗
Sources
Note · Nov 4, 2019 – Dec 18, 2020

Minimum investment changed between filings — FUNDAMENTAL GLOBAL PARTNERS

The Nov 4, 2019 filing lists a minimum of $0; the Dec 18, 2020 Form D/A lists $1,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Nov 4, 2019 ↗Form D/A (later) · Dec 18, 2020 ↗FUNDAMENTAL GLOBAL PARTNERS — PartnerFacts page ↗
Sources
Note · Sep 6, 2012 – Aug 29, 2025

5 people are written more than one way across the filings

Kimberly R. Key is written 2 different ways on the filings · Harry Tsumas is written 2 different ways on the filings · Lewis Johnson is written 2 different ways on the filings · FGI Global Asset Allocation Master Fund, LP is written 2 different ways on the filings · FGI Global Asset Allocation GP, LLC is written 2 different ways on the filings

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D/A · Jun 2, 2023 ↗Form D · Aug 29, 2025 ↗Kimberly R. Key — PartnerFacts page ↗Form D · Apr 13, 2017 ↗
Sources
Note · Nov 4, 2019 – Nov 3, 2025

4 address changes between filings

Address moved from Mooresville, NC to Charlotte, NC — FG Communities, Inc. · Address moved from Mooresville, NC to Naples, FL — CW Natural Resources Fund, LP · Address moved from Charlotte, NC to Mooresville, NC — CW Natural Resources Fund, LP · Address moved from Naples, FL to Charlotte, NC — CWA FGI SPECIAL OPPORTUNITIES FUND, LP

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Jan 21, 2025 ↗Form D · Nov 3, 2025 ↗FG Communities, Inc. — PartnerFacts page ↗Form D/A · Mar 5, 2021 ↗
Sources
Note · Feb 14, 2018 – Apr 15, 2026

Member companies were formed in 3 different states

Delaware (15), Cayman Islands (2), Nevada (1) — out of 18 member issuers. The odd ones out: Fundamental Global Partners Offshore Fund, Ltd. (Cayman Islands); FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD (Cayman Islands); FG Communities, Inc. (Nevada).

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.

Fundamental — sponsor group page ↗Fundamental Global Partners Offshore Fund, Ltd. — PartnerFacts page ↗FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD — PartnerFacts page ↗FG Communities, Inc. — PartnerFacts page ↗
Sources
Note · Feb 14, 2018 – Apr 15, 2026

Member companies list addresses in 2 different states

NC (12), FL (6).

What this means The same team filing from more than one place can mean an office move or deals held by different entities. Ask where the sponsor actually operates.

Fundamental — sponsor group page ↗CW Natural Resources Fund, LP — PartnerFacts page ↗Fundamental Micro, LP — PartnerFacts page ↗FGI Metrolina REIT, LLC — PartnerFacts page ↗
Sources
Note · Jun 16, 2015 – Jun 3, 2024

Issuer used a different name before — CW Natural Resources Fund, LP

SEC records list prior names for this filer: FGI GLOBAL ASSET ALLOCATION FUND, LP; FGI GLOBAL ASSET ALLOACATION FUND, LP. The current name on file is "CW Natural Resources Fund, LP".

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

EDGAR filer page ↗CW Natural Resources Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 17, 2015 – Dec 18, 2020

Issuer used a different name before — FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD

SEC records list prior names for this filer: FGI GLOBAL ASSET ALLOACATION OFFSHORE FUND, LP. The current name on file is "FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD".

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

EDGAR filer page ↗FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD — 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. We compared the newest 50 of 72 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 31 offerings report sales commissions totalling $9,397,678; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 15, 2026 D
FG Communities Candler Indian Creek DST
File 021-580587
$362,523 (est.)$0$0Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Feb 11, 2026 D
CWA Private Gateway Fund, LP
File 021-573328
$0$0$0 (est.)
The Investment Manager will receive a fee based on each limited partner's capital account balance and the General Partner may receive a performance allocation as more fully set forth in the offering materials.
None listed on this filingEDGAR ↗
Nov 10, 2025 D/A
FG Communities, Inc.
File 021-468827
$9,022,655$0$0Realta Equities Inc. BrokerCheck CRD 23769 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Cabin Securities BrokerCheck CRD 137608 ↗
Dempsey Lord Smith LLC BrokerCheck CRD 141238 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Equifinancial LLC BrokerCheck CRD 136708 ↗
Four Star Wealth Advisors LLC BrokerCheck CRD 169613 ↗
Invicta Advisors LLC BrokerCheck CRD 298868 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Sunbelt Securities BrokerCheck CRD 42180 ↗
Madison Avenue Securities LLC BrokerCheck CRD 23224 ↗
Landolt Securities BrokerCheck CRD 28352 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
3rd Creek Investments BrokerCheck CRD 115945 ↗
Metric Financial LLC BrokerCheck CRD 33324 ↗
Laidlaw & Company BrokerCheck CRD 119037 ↗
American Trust Investment Sevices BrokerCheck CRD 3001 ↗
Skyway Capital Markets BrokerCheck CRD 124630 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Cabin Advisors BrokerCheck CRD 312547 ↗
DH Hill Securities LLLP BrokerCheck CRD 41528 ↗
Harris Investment Advisors BrokerCheck CRD 118857 ↗
Hawke Financial Group BrokerCheck CRD 301733 ↗
Kingswood Capital Partners BrokerCheck CRD 288898 ↗
Legacy Wealth Management BrokerCheck CRD 329837 ↗
Nationwide Planning Associates BrokerCheck CRD 31029 ↗
Pillar Capital BrokerCheck CRD 153191 ↗
The Strategic Financial Alliance Inc BrokerCheck CRD 126514 ↗
Vestech Securities BrokerCheck CRD 41409 ↗
Wealthhouse Advisors Inc BrokerCheck CRD 323088 ↗		EDGAR ↗
Nov 3, 2025 D
FG Communities, Inc.
File 021-562806
$0$0$0Skyway Capital Markets BrokerCheck CRD 124630 ↗EDGAR ↗
Aug 29, 2025 D
Global New Leaders Fund, LP
File 021-556209
$0$0$0 (est.)
The Investment Manager will receive a fee based on each limited partner's capital account balance and the General Partner may receive a performance allocation as more fully set forth in the offering materials.
None listed on this filingEDGAR ↗
Jun 3, 2024 D/A
CW Natural Resources Fund, LP
File 021-305642
$0$0$0 (est.)
The Investment Manager will receive a fee based on each limited partner's capital account balance and the General Partner may receive a performance allocation as more fully set forth in the offering materials.
None listed on this filingEDGAR ↗
Jun 2, 2023 D/A
CW Natural Resources Fund, LP
File 021-241892
$0$0$0 (est.)
The Investment Manager will receive a fee based on each limited partner's capital account balance and the General Partner may receive a performance allocation as more fully set forth in the offering materials.
None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
FUNDAMENTAL GLOBAL PARTNERS
File 021-183734
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
Fundamental Global Partners Offshore Fund, Ltd.
File 021-222111
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
Fundamental Global Partners QP, LP
File 021-222123
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
Fundamental Activist Fund I, LP
File 021-284718
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
Fundamental Global Holdings, LP
File 021-284717
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
FGI METROLINA PROPERTY INCOME FUND, LP
File 021-284722
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD
File 021-305645
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
FGI 1347 HOLDINGS, LP
File 021-310140
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
CWA FGI SPECIAL OPPORTUNITIES FUND, LP
File 021-316329
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2020 D
FG SPECIAL SITUATIONS FUND, LP
File 021-378460
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2020 D/A
Fundamental Global Venture Partners, LP
File 021-343686
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2019 D/A
FGI Metrolina REIT, LLC
File 021-332081
$12,500$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗
via Iroquois Capital Advisors, LLC (CRD 145235 ↗)
EDGAR ↗
Feb 14, 2018 D
FUNDAMENTAL GLOBAL PARTNERS
File 021-305640
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2018 D
Fundamental Global Partners QP, LP
File 021-305641
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2018 D
Fundamental Global Partners Offshore Fund, Ltd.
File 021-305663
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2018 D
Fundamental Global Partners Offshore Fund, Ltd.
File 021-305687
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2018 D
Fundamental Activist Fund I, LP
File 021-305651
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2018 D
Fundamental Global Holdings, LP
File 021-305671
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2018 D
Fundamental Global Holdings, LP
File 021-305664
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2018 D
FGI METROLINA PROPERTY INCOME FUND, LP
File 021-305659
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2018 D
FGI METROLINA PROPERTY INCOME FUND, LP
File 021-305665
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2018 D
Fundamental Micro, LP
File 021-305652
$0$0$0None listed on this filingEDGAR ↗
Apr 13, 2017 D
Fundamental Micro, LP
File 021-284720
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2017 D/A
FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD
File 021-241947
$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 18 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, 9:34 AM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 9:34 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 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM 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), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM 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 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); 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), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also 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, 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: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 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 ↗Logo FUNDAMENTAL GLOBAL PARTNERSshared people, same business address, similar issuer namesCHARLOTTE, NCPooled Investment Fund7$36,969,086
offering Indefinite · similar: $155,000–$5,250,000
42
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2012–2020
EDGAR ↗Logo Fundamental Global Partners Offshore Fund, Ltd.shared people, same business address, similar issuer namesCHARLOTTE, NCPooled Investment Fund6$37,653,931
offering Indefinite · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2020
EDGAR ↗Logo Fundamental Global Partners QP, LPshared people, same business address, similar issuer namesCHARLOTTE, NCPooled Investment Fund5$30,673,130
offering Indefinite · similar: $155,000–$5,250,000
27
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2020
EDGAR ↗Logo CW Natural Resources Fund, LPshared people, shared management entity, same business addressNAPLES, FLPooled Investment Fund9$63,764,539
offering Indefinite · similar: $155,000–$5,250,000
41
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2024
EDGAR ↗Logo FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTDshared people, shared management entity, same business addressCHARLOTTE, NCPooled Investment Fund6$5,977,440
offering Indefinite · similar: $155,000–$5,250,000
17
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2020
EDGAR ↗Logo Fundamental Global Holdings, LPshared people, same business address, similar issuer namesCHARLOTTE, NCPooled Investment Fund5$14,336,046
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2020
EDGAR ↗Logo FGI METROLINA PROPERTY INCOME FUND, LPshared people, same business address, similar issuer namesCHARLOTTE, NCPooled Investment Fund5$7,379,000
offering Indefinite · similar: $155,000–$5,250,000
35
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2020
EDGAR ↗Logo Fundamental Activist Fund I, LPshared people, same business address, similar issuer namesCHARLOTTE, NCPooled Investment Fund4$19,468,761
offering Indefinite · similar: $155,000–$5,250,000
38
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2020
EDGAR ↗Logo Fundamental Micro, LPshared people, same business address, similar issuer namesNAPLES, FLPooled Investment Fund2$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2018
EDGAR ↗Logo FGI 1347 HOLDINGS, LPshared people, same business addressCHARLOTTE, NCPooled Investment Fund3$4,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2020
EDGAR ↗Logo CWA FGI SPECIAL OPPORTUNITIES FUND, LPshared people, same business addressCHARLOTTE, NCPooled Investment Fund3$21,350,000
offering Indefinite · similar: $155,000–$5,250,000
41
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2020
EDGAR ↗Logo FGI Metrolina REIT, LLCshared people, same business address, similar issuer namesNAPLES, FLREITS and Finance2$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2019–2019
EDGAR ↗Logo Fundamental Global Venture Partners, LPshared people, same business address, similar issuer namesNAPLES, FLPooled Investment Fund2$4,785,075
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗Logo FG SPECIAL SITUATIONS FUND, LPshared people, same business address, similar issuer namesCHARLOTTE, NCPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗Logo FG Communities, Inc.shared people, same business address, similar issuer namesCharlotte, NCResidential9$113,363,420
offering Indefinite · similar: $1,675,000–$12,980,153
1054
similar: 5–37
$1
similar: $25,000–$86,942
2022–2025
EDGAR ↗GN Global New Leaders Fund, LPshared people, shared management entity, same business addressNAPLES, FLPooled 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 ↗CP CWA Private Gateway Fund, LPshared people, shared management entity, same business addressNAPLES, FLPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗Logo FG Communities Candler Indian Creek DSTshared people, same business address, similar issuer namesCHARLOTTE, NCResidential1$0
offering $6,042,049 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$100,000
similar: $25,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); Residential / 506(b) (4,183 filings); Residential / 506(c) (1,237 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 ↗Apr 15, 2026FG Communities Candler Indian Creek DSTDResidential$6,042,049$0
EDGAR ↗Feb 11, 2026CWA Private Gateway Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Nov 10, 2025FG Communities, Inc.D/AResidentialIndefinite$113,363,420
EDGAR ↗Nov 3, 2025FG Communities, Inc.DResidentialIndefinite$0
EDGAR ↗Aug 29, 2025Global New Leaders Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jan 21, 2025FG Communities, Inc.D/AResidentialIndefinite$44,909,038
EDGAR ↗Dec 9, 2024FG Communities, Inc.D/AResidentialIndefinite$32,557,710
EDGAR ↗Jun 13, 2024FG Communities, Inc.D/AResidentialIndefinite$15,663,970
EDGAR ↗Jun 3, 2024CW Natural Resources Fund, LPD/APooled Investment FundIndefinite$63,764,539
EDGAR ↗Apr 5, 2024FG Communities, Inc.D/AResidentialIndefinite$11,432,970
EDGAR ↗Jul 6, 2023FG Communities, Inc.D/AResidentialIndefinite$1,036,000
EDGAR ↗Jun 2, 2023CW Natural Resources Fund, LPD/APooled Investment FundIndefinite$63,764,539
EDGAR ↗Apr 20, 2023FG Communities, Inc.D/AResidentialIndefinite$1,036,000
EDGAR ↗Dec 27, 2022FG Communities, Inc.DResidentialIndefinite$1,000,000
EDGAR ↗Mar 5, 2021CW Natural Resources Fund, LPD/APooled Investment FundIndefinite$61,752,992
EDGAR ↗Dec 18, 2020CWA FGI SPECIAL OPPORTUNITIES FUND, LPD/APooled Investment FundIndefinite$21,350,000
EDGAR ↗Dec 18, 2020FGI 1347 HOLDINGS, LPD/APooled Investment FundIndefinite$4,000,000
EDGAR ↗Dec 18, 2020FGI METROLINA PROPERTY INCOME FUND, LPD/APooled Investment FundIndefinite$7,379,000
EDGAR ↗Dec 18, 2020Fundamental Global Holdings, LPD/APooled Investment FundIndefinite$14,336,046
EDGAR ↗Dec 18, 2020Fundamental Activist Fund I, LPD/APooled Investment FundIndefinite$19,468,761
EDGAR ↗Dec 18, 2020FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTDD/APooled Investment FundIndefinite$5,977,440
EDGAR ↗Dec 18, 2020Fundamental Global Partners QP, LPD/APooled Investment FundIndefinite$30,673,130
EDGAR ↗Dec 18, 2020Fundamental Global Partners Offshore Fund, Ltd.D/APooled Investment FundIndefinite$37,653,931
EDGAR ↗Dec 18, 2020FUNDAMENTAL GLOBAL PARTNERSD/APooled Investment FundIndefinite$36,969,086
EDGAR ↗Oct 21, 2020FG SPECIAL SITUATIONS FUND, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jul 8, 2020Fundamental Global Venture Partners, LPD/APooled Investment FundIndefinite$4,785,075
EDGAR ↗Mar 5, 2020CW Natural Resources Fund, LPD/APooled Investment FundIndefinite$57,902,992
EDGAR ↗Nov 4, 2019CWA FGI SPECIAL OPPORTUNITIES FUND, LPD/APooled Investment FundIndefinite$20,300,000
EDGAR ↗Nov 4, 2019FGI 1347 HOLDINGS, LPD/APooled Investment FundIndefinite$4,000,000
EDGAR ↗Nov 4, 2019FGI METROLINA PROPERTY INCOME FUND, LPD/APooled Investment FundIndefinite$5,458,000
EDGAR ↗Nov 4, 2019Fundamental Global Holdings, LPD/APooled Investment FundIndefinite$14,336,046
EDGAR ↗Nov 4, 2019Fundamental Activist Fund I, LPD/APooled Investment FundIndefinite$19,018,716
EDGAR ↗Nov 4, 2019CW Natural Resources Fund, LPD/APooled Investment FundIndefinite$57,900,920
EDGAR ↗Nov 4, 2019FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTDD/APooled Investment FundIndefinite$5,777,362
EDGAR ↗Nov 4, 2019Fundamental Global Partners QP, LPD/APooled Investment FundIndefinite$30,671,756
EDGAR ↗Nov 4, 2019Fundamental Global Partners Offshore Fund, Ltd.D/APooled Investment FundIndefinite$37,653,348
EDGAR ↗Nov 4, 2019FUNDAMENTAL GLOBAL PARTNERSD/APooled Investment FundIndefinite$36,857,560
EDGAR ↗Jul 8, 2019Fundamental Global Venture Partners, LPDPooled Investment FundIndefinite$4,785,075
EDGAR ↗Feb 14, 2019FGI Metrolina REIT, LLCD/AREITS and Finance$125,000$125,000
EDGAR ↗Feb 4, 2019FGI Metrolina REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jul 10, 2018CWA FGI SPECIAL OPPORTUNITIES FUND, LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 13, 2018FGI 1347 HOLDINGS, LPDPooled Investment FundIndefinite$4,000,000
EDGAR ↗Feb 14, 2018Fundamental Micro, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 14, 2018FGI METROLINA PROPERTY INCOME FUND, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 14, 2018FGI METROLINA PROPERTY INCOME FUND, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 14, 2018Fundamental Global Holdings, LPDPooled Investment FundIndefinite$14,336,046
EDGAR ↗Feb 14, 2018Fundamental Global Holdings, LPDPooled Investment FundIndefinite$14,336,046
EDGAR ↗Feb 14, 2018Fundamental Activist Fund I, LPDPooled Investment FundIndefinite$16,845,884
EDGAR ↗Feb 14, 2018FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTDDPooled Investment FundIndefinite$4,427,273
EDGAR ↗Feb 14, 2018Fundamental Global Partners Offshore Fund, Ltd.DPooled Investment FundIndefinite$37,615,164
EDGAR ↗Feb 14, 2018Fundamental Global Partners Offshore Fund, Ltd.DPooled Investment FundIndefinite$37,615,164
EDGAR ↗Feb 14, 2018CW Natural Resources Fund, LPDPooled Investment FundIndefinite$22,087,923
EDGAR ↗Feb 14, 2018Fundamental Global Partners QP, LPDPooled Investment FundIndefinite$28,000,000
EDGAR ↗Feb 14, 2018FUNDAMENTAL GLOBAL PARTNERSDPooled Investment FundIndefinite$36,968,960
EDGAR ↗Apr 13, 2017Fundamental Micro, LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 13, 2017FGI METROLINA PROPERTY INCOME FUND, LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 13, 2017Fundamental Global Holdings, LPDPooled Investment FundIndefinite$13,123,908
EDGAR ↗Apr 13, 2017Fundamental Activist Fund I, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 15, 2017Fundamental Global Partners QP, LPD/APooled Investment FundIndefinite$28,000,000
EDGAR ↗Feb 15, 2017FUNDAMENTAL GLOBAL PARTNERSD/APooled Investment FundIndefinite$36,343,960
EDGAR ↗Feb 15, 2017Fundamental Global Partners Offshore Fund, Ltd.D/APooled Investment FundIndefinite$37,340,164
EDGAR ↗Feb 2, 2017CW Natural Resources Fund, LPD/APooled Investment FundIndefinite$20,679,737
EDGAR ↗Feb 2, 2017FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTDD/APooled Investment FundIndefinite$3,527,273
EDGAR ↗Jun 17, 2016CW Natural Resources Fund, LPD/APooled Investment FundIndefinite$16,604,737
EDGAR ↗Jun 17, 2016FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTDD/APooled Investment FundIndefinite$527,273
EDGAR ↗Jun 17, 2015FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTDDPooled Investment FundIndefinite$0
EDGAR ↗Jun 16, 2015CW Natural Resources Fund, LPDPooled Investment FundIndefinite$11,000,000
EDGAR ↗Sep 5, 2014FUNDAMENTAL GLOBAL PARTNERSD/APooled Investment FundIndefinite$36,343,960
EDGAR ↗Aug 1, 2014Fundamental Global Partners QP, LPDPooled Investment FundIndefinite$15,691,805
EDGAR ↗Jul 31, 2014Fundamental Global Partners Offshore Fund, Ltd.DPooled Investment FundIndefinite$26,290,188
EDGAR ↗Sep 5, 2013FUNDAMENTAL GLOBAL PARTNERSD/APooled Investment FundIndefinite$32,781,372
EDGAR ↗Sep 6, 2012FUNDAMENTAL GLOBAL PARTNERSDPooled Investment FundIndefinite$23,072,742

Activity: 3 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 Apr 15, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2012–2018), REITS and Finance (2019), Pooled Investment Fund (2019–2020), Residential (2022), Pooled Investment Fund (2025), Residential (2025), Pooled Investment Fund (2026). Latest offering: Residential (Apr 15, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
LJ Lewis JohnsonPromoter, Director, Executive Officer16Sep 6, 2012 → Feb 11, 2026
DC Daniel Kyle CerminaraExecutive Officer, Director, Promoter14Sep 6, 2012 → Nov 10, 2025
KK Kimberly R. KeyExecutive Officer3Jun 2, 2023 → Feb 11, 2026
MA Michael AniseExecutive Officer2Dec 27, 2022 → Apr 15, 2026
KC Kyle CerminaraDirector, Executive Officer2Jun 17, 2016 → Apr 15, 2026
CA CWA Asset Management Group, LLC entityExecutive Officer2Aug 29, 2025 → Feb 11, 2026
FG FGI Global Asset Allocation Master Fund, LP entityPromoter2Jun 16, 2015 → Mar 5, 2021
FG FGI Global Asset Allocation GP, LLC entityPromoter2Jun 16, 2015 → Mar 5, 2021
HT Harry TsumasPromoter2Apr 13, 2017 → Dec 18, 2020
CP CWA Private Gateway GP, LLC entityExecutive Officer1Feb 11, 2026 → Feb 11, 2026
DC D Kyle CerminaraExecutive Officer, Director1Nov 3, 2025 → Nov 3, 2025
GN Global New Leaders Fund GP, LLC entityExecutive Officer1Aug 29, 2025 → Aug 29, 2025
CI CW Institutional, LLC entityExecutive Officer1Jun 2, 2023 → Jun 3, 2024
CN CW Natural Resources Fund GP, LLC entityExecutive Officer1Jun 2, 2023 → Jun 3, 2024
KF Kyle Fundamental Global Partners GP, LLC entityPromoter1Sep 6, 2012 → Dec 18, 2020
FP FG Partners GP, LLC entityPromoter1Aug 1, 2014 → Dec 18, 2020
JJ Joe JacksonPromoter1Apr 13, 2017 → Dec 18, 2020
BF Blaine M FergusonPromoter1Jul 10, 2018 → Dec 18, 2020
WB William N BeynonPromoter1Jul 10, 2018 → Dec 18, 2020
FH FGI Holdings GP, LLC entityPromoter1Apr 13, 2017 → Dec 18, 2020
FA Fundamental Activist Fund I GP, LLC entityPromoter1Apr 13, 2017 → Dec 18, 2020
FM FGI Metrolina GP, LLC entityPromoter1Apr 13, 2017 → Dec 18, 2020
F1 FGI 1347 GP, LLC entityPromoter1Apr 13, 2018 → Dec 18, 2020
CF CWA FGI Special Opportunities Fund GP, LLC entityPromoter1Jul 10, 2018 → Dec 18, 2020
KF KYLE FGI FUNDS MANAGEMENT, LLC entityPromoter1Oct 21, 2020 → Oct 21, 2020
FS FG SPECIAL SITUATIONS FUND GP, LLC entityPromoter1Oct 21, 2020 → Oct 21, 2020
FG Fundamental Global Venture Partners GP, LLC entityPromoter1Jul 8, 2019 → Jul 8, 2020
FG Fundamental Global Partners GP, LLC entityPromoter1Feb 15, 2017 → Nov 4, 2019
RJ R. Joseph JacksonPromoter1Feb 4, 2019 → Feb 14, 2019
MC Metrolina Capital Partners, LLC entityPromoter1Feb 4, 2019 → Feb 14, 2019
FF FGI Funds Management, LLC entityPromoter1Feb 4, 2019 → Feb 14, 2019
FM Fundamental Micro GP, LLC entityPromoter1Apr 13, 2017 → Feb 14, 2018
TB Tristan BarrPromoter1Apr 13, 2017 → Feb 14, 2018

Business registration (state registry / Secretary of State)

None of the 18 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

CWA ASSET MANAGEMENT GROUP — SEC-registered investment adviser · SEC registration status as reported: “Approved” since May 22, 2014 · SEC file 801-79715 · Main office: NAPLES, FL · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $4,514,473,566 as reported on Form ADV filed Jul 16, 2026 (Item 5.F(2)(c)) · 5,041 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.facebook.com/cwacares ↗

Item 11 disclosure questions as answered on Form ADV filed Jul 16, 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 (SEC-registered 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

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Other offering types (Regulation A and Regulation Crowdfunding)

6 Regulation Crowdfunding filings — tap to see each filing
SourceFiledFormIssuerAmount offered (as reported)Amount sold (as reported)Matched on
EDGAR ↗May 1, 2026
File 020-32172
Regulation Crowdfunding annual report (Form C-AR)
Annual report filed
FG Communities, Inc.
CHARLOTTE, NC
Not reportedNot reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Apr 30, 2025
File 020-32172
Regulation Crowdfunding annual report (Form C-AR)
Annual report filed
FG Communities, Inc.
Charlotte, NC
Not reportedNot reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Jun 14, 2024
File 020-32172
Regulation Crowdfunding annual report — amendment (Form C-AR/A)
Annual report amended
FG Communities, Inc.
MOORESVILLE, NC
Not reportedNot reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Apr 30, 2024
File 020-32172
Regulation Crowdfunding annual report (Form C-AR)
Annual report filed
FG Communities, Inc.
MOORESVILLE, NC
Not reportedNot reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Jun 13, 2023
File 020-32172
Regulation Crowdfunding offering — amendment (Form C/A)
Amendment filed · deadline Apr 13, 2024
FG Communities, Inc.
MOORESVILLE, NC
$19,998 target · $5,000,000 maximum
via Equifund Crowd Funding Portal Inc. (CRD 288900 · FINRA funding portals ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Apr 14, 2023
File 020-32172
Regulation Crowdfunding offering (Form C)
Offering filed · deadline Apr 13, 2024
FG Communities, Inc.
MOORESVILLE, NC
$19,998 target · $5,000,000 maximum
via Equifund Crowd Funding Portal Inc. (CRD 288900 · FINRA funding portals ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%

Amounts are as reported by the issuer on the form; Regulation Crowdfunding forms report a target and maximum, not sales. Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

Public profiles and social

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Found on the sponsor's own site

fgcommunities.com ↗ found on fgcommunities.com — Form C 0001959407-26-000002 (issuer website as filed)

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