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

Sponsor Check › Sponsor group

M

March

One sponsor team, 6 deal companies · New York, NY

Grouped because: 4 shared people, 5 shared management entities, same business address (2 issuers), similar issuer names (6) (automatic match from the filings) · not the same sponsor?

6deal companies
$117.6Mreported sold
130investors
50Form D filings
2009–2026active
2new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 17, 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

March is a sponsor group of 6 issuers that PartnerFacts links to one sponsor (shared management entity, same business address, similar issuer names, shared people; automatic match from the filings), filing 50 Form D filings between Mar 2009 and Jul 2026.

What this means One team, 6 deal companies, about 17 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: $117.6M to 130 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (6). Issuers are based in NY (3), Cayman Islands (as filed: E9) (2), CA (1).

What this means $117.6M raised across the group, about $904K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Harold Schmitz (3 issuers, director), M. Michael Ansour (3 issuers, executive officer), March Global Associates, LLC (3 issuers, executive officer, entity), March Partners LLC (3 issuers, executive officer, entity), Zhen Xi Christopher Lai (3 issuers, director) and 12 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 Jul 17, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: MARCH PARTNERS LLC; MARCH CAPITAL.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 7 court cases matching the name, 5 bankruptcy cases matching the name listed in Key records below.

What this means 12 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 50 public filings for March and found 19 differences, 4 worth asking the sponsor about: Amount sold went down between filings; Form D filed 121 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 March has not run yet — it is joining a line of 14,100 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

7 cases: 1 open, 2 closed (disposition not in docket feed), 3 dismissed, 1 judgment

Buffalo Intelligent Technology Systems, LLC v. March, LLC open matched at sponsor-group level (March)
District Court, W.D. New York · No. 1:24-cv-01111 · Filed Nov 19, 2024 · Nature of suit: Contract: Other · Cause: 28:1330 Breach of Contract
Role of March, LLC: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY)
BUFFALO INTELLIGENT TECHNOLOGY SYSTEMS, LLC v. MARCH, LLC closed matched at sponsor-group level (March)
District Court, E.D. Pennsylvania · No. 2:24-cv-05492 · Filed Oct 16, 2024 · Closed Nov 18, 2024
Role of MARCH, LLC: Defendant · Outcome: Terminated 2024-11-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
16 LANGDON STREET, LLC v. THE FRATERNITY OF PHI GAMMA DELTA, INC. dismissed
District Court, W.D. Wisconsin · No. 3:95-cv-00621 · Filed Aug 28, 1995 · Closed Dec 15, 1995 · Nature of suit: 190 Other contract actions
Role of 16 LANGDON STREET, LLC v. THE FRATERNITY OF PHI GAMMA DELTA, INC.: Party · Outcome: Terminated 1995-12-15 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in WI (not the issuer's state)
Town Creek Apts. v. March Company, Inc. judgment matched at sponsor-group level (March)
District Court, S.D. Mississippi · No. 3:92-cv-00460 · Filed Aug 7, 1992 · Closed Dec 2, 1992 · Nature of suit: 190 Other contract actions
Role of March Company, Inc.: Defendant · Outcome: Terminated 1992-12-02 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MS (not the issuer's state); filed 1992, issuer incorporated 2019
Life Investors Ins v. March Company Inc closed matched at sponsor-group level (March)
District Court, W.D. Michigan · No. 1:91-cv-00222 · Filed Mar 7, 1991 · Closed Aug 26, 1991
Role of March Company Inc: Defendant · Outcome: Terminated 1991-08-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 1991, issuer incorporated 2019
United Properties v. March Company Inc dismissed matched at sponsor-group level (March)
District Court, D. Kansas · No. 2:89-cv-02322 · Filed Jul 14, 1989 · Closed Dec 20, 1991 · Nature of suit: 190 Other contract actions
Role of March Company Inc: Defendant · Outcome: Terminated 1991-12-20 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in KS (not the issuer's state); filed 1989, issuer incorporated 2019
Gorsuch Homes Inc v. March Company Inc dismissed matched at sponsor-group level (March)
District Court, S.D. Ohio · No. 2:87-cv-01118 · Filed Sep 18, 1987 · Closed Sep 7, 1990 · Nature of suit: 190 Other contract actions
Role of March Company Inc: Defendant · Outcome: Terminated 1990-09-07 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OH (not the issuer's state); filed 1987, issuer incorporated 2019
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

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

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched March..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

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

121 Langdon Street Group LLP closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-21-10886 · Filed Apr 26, 2021 · Closed Jul 27, 2023
Role of 121 Langdon Street Group LLP: Party · Outcome: Case closed 2023-07-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in WI (not the issuer's state)
121 Langdon Street Group, LLP closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-20-10125 · Filed Jan 17, 2020 · Closed Feb 16, 2021
Role of 121 Langdon Street Group, LLP: Party · Outcome: Case closed 2021-02-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in WI (not the issuer's state)
Langdon Street 1112 Corp. closed
United States Bankruptcy Court, E.D. New York · No. 8-18-76934 · Filed Oct 15, 2018 · Closed Dec 26, 2018
Role of Langdon Street 1112 Corp.: Party · Outcome: Case closed 2018-12-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
Dershaw, Chapter 7 Trustee v. March, Inc. closed matched at sponsor-group level (March)
United States Bankruptcy Court, E.D. Pennsylvania · No. 04-00205 · Filed Feb 6, 2004 · Closed Oct 18, 2004
Role of March, Inc.: Defendant · Outcome: Case closed 2004-10-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state); filed 2004, issuer incorporated 2019
Whitaker v. March Corporation closed matched at sponsor-group level (March)
United States Bankruptcy Court, M.D. Florida · No. 3:92-ap-22861 · Filed Oct 2, 1992 · Closed Jun 25, 1993
Role of March Corporation: Defendant · Outcome: Case closed 1993-06-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 1992, issuer incorporated 2019
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

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

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

19 differences found between the filings for March — 4 worth asking about (compared 50 filings on Oct 24, 2026)

Worth asking · Mar 14, 2014 – Mar 11, 2015

Amount sold went down between filings — LANGDON STREET CAPITAL, L.P.

The Mar 14, 2014 filing says $62,038,532 sold; the Mar 11, 2015 Form D/A says $62,038,531 sold — $1 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Nov 11, 2025 – Mar 12, 2026

Form D filed 121 days after the first sale — March EXP I LP

The filing says the first sale was Nov 11, 2025. The Form D was filed Mar 12, 2026 — 121 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 106 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Worth asking · Sep 1, 1992 – Mar 20, 2009

Form D filed 6,044 days after the first sale — LANGDON STREET CAPITAL, L.P.

The filing says the first sale was Sep 1, 1992. The Form D was filed Mar 20, 2009 — 6,044 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 6,029 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Sources
Worth asking · Mar 14, 2014 – Feb 16, 2023

9 people are no longer listed on a later amendment

Dr. Harold Herman Schmitz is no longer listed on the Feb 16, 2023 amendment — March Fund I US LP · March Global Advisors Inc. is no longer listed on the Feb 27, 2020 amendment — LANGDON STREET CAPITAL, L.P. · March Global Advisors Inc. is no longer listed on the Feb 27, 2020 amendment — MARCH CAPITAL PARTNERS, L.P. · March Global Associates, LLC is no longer listed on the Mar 2, 2018 amendment — LANGDON STREET CAPITAL, L.P. · March Global Associates, LLC is no longer listed on the Mar 2, 2018 amendment — MARCH CAPITAL PARTNERS, L.P. · and 4 more

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

Sources
Note · Sep 1, 1992 – Feb 16, 2024

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 — March Fund I US LP (latest filing Feb 16, 2024) · No amendment in the last 12 months on an offering that may still be open — LANGDON STREET CAPITAL, L.P. (latest filing Feb 5, 2024) · No amendment in the last 12 months on an offering that may still be open — MARCH CAPITAL PARTNERS, L.P. (latest filing Jan 30, 2024) · No amendment in the last 12 months on an offering that may still be open — LA PLACE QP PARTNERS, L.P. (latest filing Mar 6, 2017)

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 · Feb 16, 2023 – Jul 17, 2026

Harold Schmitz is written 2 different ways on the filings

listed as "Harold Herman Schmitz" on 3 filings (from Feb 16, 2023), and "Harold Schmitz" on the Jul 17, 2026 filing.

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

Sources
Note · Feb 16, 2023 – Feb 16, 2024

Address moved from Wan Chai, Hong Kong (as filed: K3) to Causeway Bay, Hong Kong (as filed: K3) — March Fund I US LP

The people listed on the Feb 16, 2023 filing give Wan Chai, Hong Kong (as filed: K3); on the Feb 16, 2024 filing they give Causeway Bay, Hong Kong (as filed: K3).

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

Sources
Note · Feb 16, 2022 – Feb 16, 2023

Address moved from Central, Hong Kong (as filed: K3) to Wan Chai, Hong Kong (as filed: K3) — March Fund I US LP

The people listed on the Feb 16, 2022 filing give Central, Hong Kong (as filed: K3); on the Feb 16, 2023 filing they give Wan Chai, Hong Kong (as filed: K3).

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

Sources
Note · Feb 16, 2021 – Feb 16, 2022

Address moved from Wan Chai, Hong Kong (as filed: K3) to Central, Hong Kong (as filed: K3) — March Fund I US LP

The people listed on the Feb 16, 2021 filing give Wan Chai, Hong Kong (as filed: K3); on the Feb 16, 2022 filing they give Central, Hong Kong (as filed: K3).

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

Sources
Note · Mar 11, 2015 – Mar 9, 2016

Minimum investment changed between filings — LANGDON STREET CAPITAL, L.P.

The Mar 11, 2015 filing lists a minimum of $500,000; the Mar 9, 2016 Form D/A lists $0.

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

Sources
Note · Mar 11, 2015 – Mar 9, 2016

Minimum investment changed between filings — MARCH CAPITAL PARTNERS, L.P.

The Mar 11, 2015 filing lists a minimum of $500,000; the Mar 9, 2016 Form D/A lists $0.

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

Sources
Note · Mar 11, 2015 – Mar 9, 2016

Minimum investment changed between filings — LA PLACE QP PARTNERS, L.P.

The Mar 11, 2015 filing lists a minimum of $500,000; the Mar 9, 2016 Form D/A lists $0.

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

Sources
Note · Mar 14, 2014 – Mar 11, 2015

Minimum investment changed between filings — LA PLACE QP PARTNERS, L.P.

The Mar 14, 2014 filing lists a minimum of $5,000,000; the Mar 11, 2015 Form D/A lists $500,000.

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

Sources
Note · Mar 12, 2026

Address on file is a registered agent / shared office — March EXP I LP

The latest filing lists Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9). That address is used by 1,006 issuers in our index (registered agent / corporate services / fund administrator).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Sources
Note · Mar 6, 2017 – Jul 17, 2026

Member companies were formed in 3 different states

Delaware (3), Cayman Islands (2), New York (1) — out of 6 member issuers. The odd ones out: March Fund I US LP (Cayman Islands); March EXP I LP (Cayman Islands); LANGDON STREET CAPITAL, L.P. (New York).

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

Sources
Note · Mar 6, 2017 – Jul 17, 2026

Member companies list addresses in 3 different states

NY (3), Cayman Islands (as filed: E9) (2), CA (1). 1 member uses a registered-agent or shared-office address: March EXP I LP (Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9)).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Sources
Note · Mar 20, 2009 – Feb 5, 2024

Issuer used a different name before — LANGDON STREET CAPITAL, L.P.

SEC records list prior names for this filer: LANGDON STREET CAPITAL LP. The current name on file is "LANGDON STREET CAPITAL, L.P.".

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

Sources
Note · Mar 26, 2010 – Jan 30, 2024

Issuer used a different name before — MARCH CAPITAL PARTNERS, L.P.

SEC records list prior names for this filer: March Capital Partners, L.P.. The current name on file is "MARCH CAPITAL PARTNERS, L.P.".

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

Sources
Note · Mar 26, 2010 – Mar 6, 2017

Issuer used a different name before — LA PLACE QP PARTNERS, L.P.

SEC records list prior names for this filer: LA PLACE QP PARTNERS LP. The current name on file is "LA PLACE QP PARTNERS, L.P.".

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

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 6 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 17, 2026 D
Aggie Venture Accelerator I, LP
File 021-591323
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2026 D
March EXP I LP
File 021-576334
$0$0$0None listed on this filingEDGAR ↗
Feb 16, 2024 D/A
March Fund I US LP
File 021-332988
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2024 D/A
LANGDON STREET CAPITAL, L.P.
File 021-89258-1N
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 30, 2024 D/A
MARCH CAPITAL PARTNERS, L.P.
File 021-128351
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Mar 6, 2017 D/A
LA PLACE QP PARTNERS, L.P.
File 021-128352
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees as provided in the Issuer's offering documents.
None listed on this filingEDGAR ↗

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 6 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗LS LANGDON STREET CAPITAL, L.P.shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund17$63,717,537
offering Indefinite · similar: $155,000–$5,250,000
58
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2024
EDGAR ↗MC MARCH CAPITAL PARTNERS, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund16$42,404,517
offering Indefinite · similar: $155,000–$5,250,000
51
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2024
EDGAR ↗LP LA PLACE QP PARTNERS, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund9$2,829,720
offering Indefinite · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2017
EDGAR ↗MF March Fund I US LPshared people, shared management entity, similar issuer namesGrand Cayman, Cayman Islands (as filed: E9)Pooled Investment Fund6$3,100,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
$100,000
similar: $1,000–$100,000
2019–2024
EDGAR ↗ME March EXP I LPshared people, shared management entity, similar issuer namesGeorge Town, Grand Cayman, Cayman Islands (as filed: E9)Pooled Investment Fund1$5,500,000
offering $200,000,000 · similar: $155,000–$5,250,000
3
similar: 4–27
$1,500,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗AV Aggie Venture Accelerator I, LPshared people, similar issuer namesDAVIS, CAPooled Investment Fund1$0
offering Indefinite · similar: $500,000–$16,420,250
0
similar: 2–28
No minimum reported
similar: $5,000–$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); 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 ↗Jul 17, 2026Aggie Venture Accelerator I, LPDPooled Investment FundIndefinite$0
EDGAR ↗Mar 12, 2026March EXP I LPDPooled Investment Fund$200,000,000$5,500,000
EDGAR ↗Feb 16, 2024March Fund I US LPD/APooled Investment FundIndefinite$3,100,000
EDGAR ↗Feb 5, 2024LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$63,717,537
EDGAR ↗Jan 30, 2024MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$42,404,517
EDGAR ↗Feb 16, 2023March Fund I US LPD/APooled Investment FundIndefinite$3,100,000
EDGAR ↗Feb 8, 2023MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$42,404,517
EDGAR ↗Feb 8, 2023LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$63,717,537
EDGAR ↗Feb 25, 2022MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$42,404,517
EDGAR ↗Feb 25, 2022LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$63,717,537
EDGAR ↗Feb 16, 2022March Fund I US LPD/APooled Investment FundIndefinite$3,100,000
EDGAR ↗Feb 26, 2021MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$42,404,517
EDGAR ↗Feb 26, 2021LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$63,717,537
EDGAR ↗Feb 16, 2021March Fund I US LPD/APooled Investment FundIndefinite$3,100,000
EDGAR ↗Feb 27, 2020LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$63,032,537
EDGAR ↗Feb 27, 2020MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$41,838,517
EDGAR ↗Feb 18, 2020March Fund I US LPD/APooled Investment FundIndefinite$2,100,000
EDGAR ↗Feb 27, 2019MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$41,838,517
EDGAR ↗Feb 27, 2019LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$63,032,537
EDGAR ↗Feb 15, 2019March Fund I US LPDPooled Investment FundIndefinite$2,100,000
EDGAR ↗Mar 2, 2018MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$39,838,517
EDGAR ↗Mar 2, 2018LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$63,032,537
EDGAR ↗Mar 6, 2017LA PLACE QP PARTNERS, L.P.D/APooled Investment FundIndefinite$2,829,720
EDGAR ↗Mar 6, 2017MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$39,838,517
EDGAR ↗Mar 6, 2017LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$63,032,537
EDGAR ↗Mar 9, 2016LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$63,032,537
EDGAR ↗Mar 9, 2016LA PLACE QP PARTNERS, L.P.D/APooled Investment FundIndefinite$2,829,720
EDGAR ↗Mar 9, 2016MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$39,838,517
EDGAR ↗Mar 11, 2015LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$62,038,531
EDGAR ↗Mar 11, 2015LA PLACE QP PARTNERS, L.P.D/APooled Investment FundIndefinite$2,829,720
EDGAR ↗Mar 11, 2015MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$39,838,517
EDGAR ↗Mar 14, 2014LA PLACE QP PARTNERS, L.P.D/APooled Investment FundIndefinite$2,729,720
EDGAR ↗Mar 14, 2014MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$39,838,517
EDGAR ↗Mar 14, 2014LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$62,038,532
EDGAR ↗Mar 26, 2013LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$62,038,532
EDGAR ↗Mar 26, 2013MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$39,838,517
EDGAR ↗Mar 26, 2013LA PLACE QP PARTNERS, L.P.D/APooled Investment FundIndefinite$2,729,720
EDGAR ↗Mar 26, 2012MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$38,588,860
EDGAR ↗Mar 26, 2012LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$40,785,170
EDGAR ↗Mar 26, 2012LA PLACE QP PARTNERS, L.P.D/APooled Investment FundIndefinite$1,950,000
EDGAR ↗Mar 22, 2012LA PLACE QP PARTNERS, L.P.D/APooled Investment FundIndefinite$1,950,000
EDGAR ↗Mar 22, 2012LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$40,785,170
EDGAR ↗Mar 22, 2012MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$38,588,860
EDGAR ↗Mar 22, 2011MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$38,588,860
EDGAR ↗Mar 22, 2011LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$40,785,170
EDGAR ↗Mar 22, 2011LA PLACE QP PARTNERS, L.P.D/APooled Investment FundIndefinite$1,940,000
EDGAR ↗Mar 26, 2010MARCH CAPITAL PARTNERS, L.P.D/APooled Investment FundIndefinite$38,545,809
EDGAR ↗Mar 26, 2010LANGDON STREET CAPITAL, L.P.D/APooled Investment FundIndefinite$40,785,170
EDGAR ↗Mar 26, 2010LA PLACE QP PARTNERS, L.P.D/APooled Investment FundIndefinite$1,865,000
EDGAR ↗Mar 20, 2009LANGDON STREET CAPITAL, L.P.DPooled Investment FundIndefinite$39,218,476

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 Jul 17, 2026. Industry history, as reported on each offering's latest filing: All 6 offerings reported: Pooled Investment Fund (2009–2026).

People across the group

NameRolesIssuers hereFirst → last listed
ZL Zhen Xi Christopher LaiDirector3Feb 15, 2019 → Jul 17, 2026
HS Harold SchmitzDirector3Feb 16, 2023 → Jul 17, 2026
MP March Partners LLC entityExecutive Officer3Mar 11, 2015 → Feb 5, 2024
MG March Global Associates, LLC entityExecutive Officer3Mar 11, 2015 → Mar 6, 2017
MA M. Michael AnsourExecutive Officer3Mar 26, 2010 → Mar 11, 2015
TL Tsz Ho Tony LauDirector2Mar 12, 2026 → Jul 17, 2026
MC March Capital Limited entityExecutive Officer2Feb 15, 2019 → Mar 12, 2026
MF March Fund Management Limited entityExecutive Officer2Feb 15, 2019 → Mar 12, 2026
MG March Global Advisors Inc. entityExecutive Officer2Mar 2, 2018 → Feb 27, 2019
MF March Fund Management Holdings Limited entityDirector1Jul 17, 2026 → Jul 17, 2026
AV Aggie Venture Accelerator I GP, LLC entityDirector1Jul 17, 2026 → Jul 17, 2026
MP March Partners LLC entityExecutive Officer1Mar 12, 2026 → Mar 12, 2026
ME March EXP I GP Limited entityPromoter1Mar 12, 2026 → Mar 12, 2026
TM The March Fund I GP Limited entityPromoter1Feb 15, 2019 → Feb 16, 2024
MP March Partners LLC entityExecutive Officer1Feb 16, 2023 → Feb 16, 2024
DS Dr. Harold Herman SchmitzDirector1Feb 15, 2019 → Feb 16, 2022
MA Michael M. AnsourExecutive Officer1Mar 20, 2009 → Mar 14, 2014

Adviser registration (Form ADV)

MARCH PARTNERS LLC — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since May 24, 2022 · SEC file 802-125947 · Main office: DAVIS, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

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

Websites listed on Form ADV (Item 1.I): www.marchgp.com ↗

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

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

Matched on management entity listed on Form D = adviser name, same state (CA), issuer filed in E9 · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

MARCH CAPITAL (legal name: MARCH VENTURE CAPITAL MANAGEMENT SERVICES, LLC) — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Mar 24, 2015 · SEC file 802-85179 · Main office: SANTA MONICA, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

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

Websites listed on Form ADV (Item 1.I): MARCHCP.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 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, adviser's main office state (CA) differs from the Form D state (K3), issuer filed in E9 · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

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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 March's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #107,853 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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