PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 2:13 AM ET

Sponsor Check › Sponsor group

Laureola

11 issuers linked to one sponsor · HAMILTON, Bermuda (as filed: D0)

Grouped because: 13 shared people, same business address (9 issuers), similar issuer names (3) (automatic match from the filings) ·Not the same sponsor? Request a correction

11issuers
59Form D filings
$174,204,126total sold (sum of latest per issuer)
211investors (sum of max per issuer)
2017–2026active
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Aug 13, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:25 AM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:25 AM ET.

State courts: not yet searched. 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

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. — not yet searched; 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: not yet searched.

Not yet searched.

No SEC search has run yet for this sponsor group.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:25 AM ET.

State courts: not yet searched. 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 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. Money to insiders and sales commissions

0 of 11 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Aug 13, 2026 D/A
File 021-410577
$0$0$0None listed on this filing
EDGAR ↗Jun 25, 2026 D/A
File 021-293282
$0$0$0
Customary management fees are paid to the Investment Manager as described in the Supplement to the Confidential Offering Memorandum of the Issuer.
None listed on this filing
EDGAR ↗Jun 25, 2026 D/A
File 021-345332
$0$0$0
Customary management fees are paid to the Investment Manager as described in the Supplement to the Confidential Offering Memorandum of the Issuer.
None listed on this filing
EDGAR ↗May 19, 2026 D/A
File 021-475069
$0$0$0None listed on this filing
EDGAR ↗Apr 9, 2026 D/A
File 021-395912
$0$0$0None listed on this filing
EDGAR ↗Mar 18, 2026 D/A
File 021-476978
$0$0$0None listed on this filing
EDGAR ↗Mar 13, 2026 D/A
File 021-392301
$0$0$0None listed on this filing
EDGAR ↗Feb 19, 2026 D/A
File 021-300796
$0$0$0
Customary management fees are paid to the Investment Manager as described in the Supplement to the Confidential Offering Memorandum of the Issuer.
None listed on this filing
EDGAR ↗Jan 30, 2026 D/A
File 021-504244
$0$0$0None listed on this filing
EDGAR ↗Mar 5, 2020 D
File 021-361990
$0$0$0None listed on this filing
EDGAR ↗Apr 4, 2017 D
File 021-283979
$0$0$0
Customary management fees are paid to the Investment Manager as described in the Supplement to the Confidential Offering Memorandum of the Issuer.
None listed on this filing

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

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

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

0 recorded documents and 0 ownership records matched to Laureola 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. Not yet searched for this group (queued): 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 yet searched). 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 yet 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, 2:13 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 ↗New Court America Fund, a series of R Wealth Management Portfolios, LLCshared peopleHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund1$2,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$10,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCshared people, same business address, similar issuer namesHamilton, Bermuda (as filed: D0)Pooled Investment Fund10$14,397,929
offering Indefinite · similar: $500,000–$16,420,250
77
similar: 2–28
$50,000
similar: $5,000–$100,000
2017–2026
EDGAR ↗Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCshared people, same business addressHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund9$80,100,204
offering Indefinite · similar: $155,000–$5,250,000
36
similar: 4–27
$100,000
similar: $1,000–$100,000
2017–2026
EDGAR ↗Laureola - US (QP) Sub-Fund, a series of Emerging Manager Platform, LLCshared people, same business address, similar issuer namesHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund8$13,472,176
offering Indefinite · similar: $500,000–$16,420,250
33
similar: 2–28
$100,000
similar: $5,000–$100,000
2019–2026
EDGAR ↗Buckhorn Growth Fund, a series of Emerging Manager Platform, LLCshared peopleHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund1$110,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
$100,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗Spatika Capital Global Alpha Feeder Sub-Fund, a Series of Emerging Manager Platform, LLCshared people, same business addressHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund6$1,300,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2026
EDGAR ↗GCP Fixed Income U.S. Feeder Fund, a series of Emerging Manager Platform, LLCshared people, same business addressHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund6$3,303,817
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$50,000
similar: $1,000–$100,000
2021–2026
EDGAR ↗Laureola Investment Feeder Fund, a segregated portfolio of Emerging Manager Platform Ltd.shared people, same business address, similar issuer namesHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund6$2,320,000
offering Indefinite · similar: $500,000–$16,420,250
18
similar: 2–28
$100,000
similar: $5,000–$100,000
2021–2026
EDGAR ↗Kiwi Alternative Income US Feeder Fund, a series of Emerging Manager Platform LLCshared people, same business addressHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund5$12,125,000
offering Indefinite · similar: $155,000–$5,250,000
14
similar: 4–27
$50,000
similar: $1,000–$100,000
2023–2026
EDGAR ↗Bold Capital Feeder Fund, a series of Emerging Manager Platform, LLCshared people, same business addressHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund4$38,050,000
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
$50,000
similar: $1,000–$100,000
2023–2026
EDGAR ↗Edgeworth Global Fund US, a series of Emerging Manager Platform, LLCshared people, same business addressHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund3$7,025,000
offering Indefinite · similar: $155,000–$5,250,000
7
similar: 4–27
$50,000
similar: $1,000–$100,000
2024–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Pooled Investment Fund / 506(c) (8,096 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 ↗Aug 13, 2026Laureola Investment Feeder Fund, a segregated portfolio of Emerging Manager Platform Ltd.D/APooled Investment FundIndefinite$2,320,000
EDGAR ↗Jun 25, 2026Laureola - US (QP) Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$13,472,176
EDGAR ↗Jun 25, 2026Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$14,397,929
EDGAR ↗May 19, 2026Kiwi Alternative Income US Feeder Fund, a series of Emerging Manager Platform LLCD/APooled Investment FundIndefinite$12,125,000
EDGAR ↗Apr 9, 2026GCP Fixed Income U.S. Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$3,303,817
EDGAR ↗Mar 18, 2026Bold Capital Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$38,050,000
EDGAR ↗Mar 13, 2026Spatika Capital Global Alpha Feeder Sub-Fund, a Series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$1,300,000
EDGAR ↗Feb 19, 2026Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$80,100,204
EDGAR ↗Jan 30, 2026Edgeworth Global Fund US, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$7,025,000
EDGAR ↗Aug 14, 2025Laureola Investment Feeder Fund, a segregated portfolio of Emerging Manager Platform Ltd.D/APooled Investment FundIndefinite$2,320,000
EDGAR ↗Jul 22, 2025Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$80,100,204
EDGAR ↗Jun 26, 2025Laureola - US (QP) Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$13,472,176
EDGAR ↗Jun 26, 2025Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$14,397,929
EDGAR ↗May 20, 2025Kiwi Alternative Income US Feeder Fund, a series of Emerging Manager Platform LLCD/APooled Investment FundIndefinite$8,400,000
EDGAR ↗Apr 10, 2025GCP Fixed Income U.S. Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$3,303,817
EDGAR ↗Mar 25, 2025Bold Capital Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$38,050,000
EDGAR ↗Mar 14, 2025Spatika Capital Global Alpha Feeder Sub-Fund, a Series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$1,300,000
EDGAR ↗Mar 5, 2025Kiwi Alternative Income US Feeder Fund, a series of Emerging Manager Platform LLCD/APooled Investment FundIndefinite$8,400,000
EDGAR ↗Jan 31, 2025Edgeworth Global Fund US, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$4,690,000
EDGAR ↗Aug 15, 2024Laureola Investment Feeder Fund, a segregated portfolio of Emerging Manager Platform Ltd.D/APooled Investment FundIndefinite$2,320,000
EDGAR ↗Jul 24, 2024Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$80,100,204
EDGAR ↗Jun 27, 2024Laureola - US (QP) Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$13,472,176
EDGAR ↗Jun 27, 2024Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$14,147,929
EDGAR ↗Apr 11, 2024GCP Fixed Income U.S. Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$3,303,817
EDGAR ↗Mar 26, 2024Bold Capital Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$37,050,000
EDGAR ↗Mar 15, 2024Spatika Capital Global Alpha Feeder Sub-Fund, a Series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$1,300,000
EDGAR ↗Mar 6, 2024Kiwi Alternative Income US Feeder Fund, a series of Emerging Manager Platform LLCD/APooled Investment FundIndefinite$6,050,000
EDGAR ↗Feb 2, 2024Edgeworth Global Fund US, a series of Emerging Manager Platform, LLCDPooled Investment FundIndefinite$790,000
EDGAR ↗Aug 16, 2023Laureola Investment Feeder Fund, a segregated portfolio of Emerging Manager Platform Ltd.D/APooled Investment FundIndefinite$2,320,000
EDGAR ↗Jul 25, 2023Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$80,100,204
EDGAR ↗Jun 28, 2023Laureola - US (QP) Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$13,322,176
EDGAR ↗Jun 28, 2023Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$14,147,929
EDGAR ↗Apr 12, 2023GCP Fixed Income U.S. Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$3,303,817
EDGAR ↗Mar 27, 2023Bold Capital Feeder Fund, a series of Emerging Manager Platform, LLCDPooled Investment FundIndefinite$26,400,000
EDGAR ↗Mar 17, 2023Spatika Capital Global Alpha Feeder Sub-Fund, a Series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$800,000
EDGAR ↗Mar 7, 2023Kiwi Alternative Income US Feeder Fund, a series of Emerging Manager Platform LLCDPooled Investment FundIndefinite$0
EDGAR ↗Aug 18, 2022Laureola Investment Feeder Fund, a segregated portfolio of Emerging Manager Platform Ltd.D/APooled Investment FundIndefinite$2,320,000
EDGAR ↗Jul 26, 2022Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$80,000,204
EDGAR ↗Jun 30, 2022Laureola - US (QP) Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$13,222,176
EDGAR ↗Jun 30, 2022Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$13,947,929
EDGAR ↗Apr 14, 2022GCP Fixed Income U.S. Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$3,303,817
EDGAR ↗Mar 21, 2022Spatika Capital Global Alpha Feeder Sub-Fund, a Series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$250,000
EDGAR ↗Aug 19, 2021Laureola Investment Feeder Fund, a segregated portfolio of Emerging Manager Platform Ltd.DPooled Investment FundIndefinite$2,320,000
EDGAR ↗Jul 27, 2021Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$74,549,587
EDGAR ↗Jul 2, 2021Laureola - US (QP) Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$8,339,501
EDGAR ↗Jul 2, 2021Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$13,947,929
EDGAR ↗Apr 15, 2021GCP Fixed Income U.S. Feeder Fund, a series of Emerging Manager Platform, LLCDPooled Investment FundIndefinite$2,268,590
EDGAR ↗Mar 15, 2021Spatika Capital Global Alpha Feeder Sub-Fund, a Series of Emerging Manager Platform, LLCDPooled Investment FundIndefinite$100,000
EDGAR ↗Jan 27, 2021Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$11,942,929
EDGAR ↗Jul 27, 2020Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$73,099,587
EDGAR ↗Jul 27, 2020Laureola - US (QP) Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$7,091,053
EDGAR ↗Mar 5, 2020Buckhorn Growth Fund, a series of Emerging Manager Platform, LLCDPooled Investment FundIndefinite$110,000
EDGAR ↗Jan 31, 2020Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$8,292,929
EDGAR ↗Jul 30, 2019Laureola - US (QP) Sub-Fund, a series of Emerging Manager Platform, LLCDPooled Investment FundIndefinite$5,166,267
EDGAR ↗Jul 30, 2019Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$42,622,844
EDGAR ↗Feb 5, 2019Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCD/APooled Investment FundIndefinite$7,040,000
EDGAR ↗Dec 14, 2017Resolve All Terrain US Feeder Fund, a series of Emerging Manager Platform, LLCDPooled Investment FundIndefinite$22,500,000
EDGAR ↗Aug 22, 2017Laureola - US Investment Feeder Sub-Fund, a series of Emerging Manager Platform, LLCDPooled Investment FundIndefinite$175,000
EDGAR ↗Apr 4, 2017New Court America Fund, a series of R Wealth Management Portfolios, LLCDPooled Investment FundIndefinite$2,000,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Aug 13, 2026. Industry history, as reported on each offering's latest filing: All 11 offerings reported: Pooled Investment Fund (2017–2024).

People across the group

NameRolesIssuers hereFirst → last listed
James P. CanalesExecutive Officer11Apr 4, 2017 → Aug 13, 2026
William D. WigginDirector, Executive Officer10Feb 5, 2019 → Aug 13, 2026
Manu SharmaDirector9May 20, 2025 → Aug 13, 2026
David CarrickDirector9Feb 5, 2019 → Apr 10, 2025
Bruce JacksonDirector9Mar 7, 2023 → Apr 10, 2025
Keith MahonDirector6Mar 21, 2022 → Aug 18, 2022
Deane PennickDirector6Jul 30, 2019 → Jul 27, 2021
Barry MeyersDirector5May 20, 2025 → Aug 14, 2025
Graham MacDonaldDirector5Jan 27, 2021 → Aug 19, 2021
Matthew CharlesonDirector, Executive Officer4Jul 30, 2019 → Jul 2, 2021
Sharon WardExecutive Officer3Apr 4, 2017 → Feb 5, 2019
Peter HughesDirector3Apr 4, 2017 → Dec 14, 2017
John BohanDirector3Apr 4, 2017 → Dec 14, 2017
Deanne P. PennickDirector1Aug 19, 2021 → Aug 19, 2021

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

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Sources to be searched: the sponsor's website (none on record yet; a sponsor's website is known only 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 — we never look it up elsewhere) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

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.

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