PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:18 AM ET

Sponsor Check › Sponsor group

NS

New Summit Impact

One sponsor team, 16 deal companies · Marion, MA

Grouped because: 12 shared people, 3 shared management entities, same business address (16 issuers), similar issuer names (9) (automatic match from the filings) · not the same sponsor?

16deal companies
$144.6Mreported sold
541investors
93Form D filings
2009–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 18, 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

New Summit Impact is a sponsor group of 16 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity; automatic match from the filings), filing 93 Form D filings between Jan 2009 and Sep 2026.

What this means One team, 16 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: $144.6M to 541 investors (latest filing per issuer). Industries as reported: Investing (9), Pooled Investment Fund (7). Issuers are based in MA (16).

What this means $144.6M raised across the group, about $267K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Baldwin Brothers, Inc. (10 issuers, executive officer and promoter, entity), Michael Baldwin (10 issuers, executive officer and director), Natasha Lamb (9 issuers, executive officer and director), Taylor Baldwin (9 issuers, executive officer and director), Adam Seitchik (8 issuers, executive officer and director) and 16 more.

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

Activity: 0 new offerings in the last 12 months; latest filing Sep 18, 2026.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: ARJUNA CAPITAL, LLC.

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) — 51 court cases matching the name, 27 bankruptcy cases matching the name listed in Key records below.

What this means 78 records came back, including 10 court cases 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 the newest 50 of 93 public filings for New Summit Impact and found 19 differences, 4 worth asking the sponsor about: 5 offerings reported less sold on a later filing than an earlier one; 5 offerings reported fewer investors on a later filing; 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 New Summit Impact has not run yet — it is joining a line of 51,171 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

51 cases: 10 open, 17 closed (disposition not in docket feed), 17 dismissed, 7 judgment

James v. What If Holdings LLC open
District Court, S.D. California · No. 3:26-cv-04620 · Filed Aug 12, 2026 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1453 Class Action Fairness Act
Role of James v. What If Holdings LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Flickinger v. What If Media Group LLC open
District Court, W.D. Washington · No. 2:26-cv-02813 · Filed Aug 7, 2026
Role of Flickinger v. What If Media Group LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in WA (not the issuer's state)
PECK v. WHAT IF MEDIA GROUP, LLC open
District Court, D. New Jersey · No. 2:26-cv-09559 · Filed Jul 29, 2026
Role of PECK v. WHAT IF MEDIA GROUP, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Hall v. Tesoro High Plains Pipeline Company, LLC open
District Court, D. North Dakota · No. 1:26-cv-00169 · Filed May 21, 2026
Role of Hall v. Tesoro High Plains Pipeline Company, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in ND (not the issuer's state)
Bennea Hughes v. What if Holdings, LLC open
District Court, C.D. California · No. 2:26-cv-04326 · Filed Apr 23, 2026
Role of Bennea Hughes v. What if Holdings, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Starling v. What if Holdings LLC open
District Court, N.D. Texas · No. 3:26-cv-01039 · Filed Apr 2, 2026
Role of Starling v. What if Holdings LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Starling v. What if Holdings LLC open
District Court, D. Oregon · No. 6:26-cv-00343 · Filed Feb 22, 2026
Role of Starling v. What if Holdings LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in OR (not the issuer's state)
HMS Motorsports, LLC v. High Plains Bank open
District Court, D. Colorado · No. 1:25-cv-03499 · Filed Nov 3, 2025
Role of HMS Motorsports, LLC v. High Plains Bank: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Duke (PS) v. High Plains Steel Services, LLC closed
District Court, D. Colorado · No. 1:25-cv-00489 · Filed Feb 14, 2025 · Closed Apr 23, 2025
Role of Duke (PS) v. High Plains Steel Services, LLC: Party · Outcome: Terminated 2025-04-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Performance Energy Services, LLC v. Tesoro High Plains Pipeline Company, LLC open
District Court, D. North Dakota · No. 1:24-cv-00246 · Filed Dec 6, 2024 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Performance Energy Services, LLC v. Tesoro High Plains Pipeline Company, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in ND (not the issuer's state)
Greenline Express Transportation, Inc. v. High Plains Logistics Consulting LLC closed
District Court, E.D. Virginia · No. 3:23-cv-00187 · Filed Mar 22, 2023 · Closed Oct 13, 2023 · Nature of suit: 320 Assault Libel & Slander · Cause: 28:1331 Fed. Question: Assault, Libel, Slander
Role of Greenline Express Transportation, Inc. v. High Plains Logistics Consulting LLC: Party · Outcome: Terminated 2023-10-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in VA (not the issuer's state)
Williams v. What If Holdings, LLC closed
District Court, N.D. California · No. 3:22-cv-03780 · Filed Jun 27, 2022 · Closed Feb 13, 2023 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1332 Diversity-(Citizenship)
Role of Williams v. What If Holdings, LLC: Party · Outcome: Terminated 2023-02-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
What If Capital LLC v. Bhavnani closed
District Court, N.D. Texas · No. 3:21-cv-01773 · Filed Jul 30, 2021 · Closed May 25, 2022
Role of What If Capital LLC v. Bhavnani: Party · Outcome: Terminated 2022-05-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
High Plains Fair Housing Center, Inc. v. Rose Management, LLC closed
District Court, D. North Dakota · No. 3:21-cv-00151 · Filed Jul 12, 2021 · Closed May 20, 2022
Role of High Plains Fair Housing Center, Inc. v. Rose Management, LLC: Party · Outcome: Terminated 2022-05-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in ND (not the issuer's state)
Tesoro High Plains Pipeline Company, LLC v. United States of America open
District Court, D. North Dakota · No. 1:21-cv-00090 · Filed Apr 23, 2021 · Nature of suit: 899 Other Statutes: Administrative Procedures Act/Review or Appeal of Agency Decision · Cause: 28:2201 Declaratory Judgment
Role of Tesoro High Plains Pipeline Company, LLC v. United States of America: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in ND (not the issuer's state)
Missouri Joint Municipal Electric Utility Commission v. GridLiance High Plains, LLC <B><font color=red>Do not File in this Case. All future filings are to be filed in Lead Case 19-3338-CV-S-MDH.</font></B> closed
District Court, W.D. Missouri · No. 6:20-cv-03316 · Filed Oct 5, 2020 · Closed Aug 2, 2021
Role of Missouri Joint Municipal Electric Utility Commission v. GridLiance High Plains, LLC <B><font color=red>Do not File in this Case. All future filings are to be filed in Lead Case 19-3338-CV-S-MDH.</font></B>: Party · Outcome: Terminated 2021-08-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MO (not the issuer's state)
Missouri Joint Municipal Electric Utility Commission v. GridLiance High Plains, LLC closed
District Court, W.D. Missouri · No. 6:19-cv-03338 · Filed Sep 20, 2019 · Closed Aug 2, 2021 · Nature of suit: Contract: Other · Cause: 28:2201 Declaratory Judgement
Role of Missouri Joint Municipal Electric Utility Commission v. GridLiance High Plains, LLC: Party · Outcome: Terminated 2021-08-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MO (not the issuer's state)
Tesoro High Plains Pipeline Company LLC v. Eckelberg dismissed
District Court, D. North Dakota · No. 1:16-cv-00275 · Filed Jul 26, 2016 · Closed Feb 3, 2017 · Nature of suit: 290 Other real property actions
Role of Tesoro High Plains Pipeline Company LLC v. Eckelberg: Party · Outcome: Terminated 2017-02-03 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in ND (not the issuer's state)
AvePoint Public Sector, Inc. v. High Plains Computing, Inc. closed
District Court, E.D. Virginia · No. 3:16-cv-00620 · Filed Jul 22, 2016 · Closed Jun 7, 2018
Role of AvePoint Public Sector, Inc. v. High Plains Computing, Inc.: Party · Outcome: Terminated 2018-06-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in VA (not the issuer's state)
High Plains Community Church v. Brown Church Development Group Corporation dismissed
District Court, D. Wyoming · No. 1:15-cv-00195 · Filed Oct 30, 2015 · Closed Nov 30, 2016 · Nature of suit: 190 Other contract actions
Role of High Plains Community Church v. Brown Church Development Group Corporation: Party · Outcome: Terminated 2016-11-30 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in WY (not the issuer's state)
United States v. High Plains Livestock, LLC dismissed
District Court, D. New Mexico · No. 1:15-cv-00680 · Filed Aug 5, 2015 · Closed Sep 12, 2017 · Nature of suit: 891 Agriculture Acts · Cause: 07:181 Packers & Stockyard Act
Role of United States v. High Plains Livestock, LLC: Party · Outcome: Terminated 2017-09-12 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in NM (not the issuer's state)
Maschio-Gaspardo North America, Inc. v. High Plains Apache Sales and Service LLC dismissed
District Court, S.D. Iowa · No. 3:14-cv-00132 · Filed Dec 17, 2014 · Closed Apr 20, 2016 · Nature of suit: 190 Other contract actions
Role of Maschio-Gaspardo North America, Inc. v. High Plains Apache Sales and Service LLC: Party · Outcome: Terminated 2016-04-20 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IA (not the issuer's state)
Fidelity and Deposit Company of Maryland v. High Plains Gas LLC judgment
District Court, D. Wyoming · No. 2:14-cv-00061 · Filed Mar 20, 2014 · Closed Feb 25, 2015 · Nature of suit: 190 Other contract actions
Role of Fidelity and Deposit Company of Maryland v. High Plains Gas LLC: Party · Outcome: Terminated 2015-02-25 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in WY (not the issuer's state)
LTNRT, Inc. v. ?What If! Holdings Limited dismissed
District Court, W.D. Arkansas · No. 2:13-cv-02072 · Filed Mar 11, 2013 · Closed Oct 31, 2013 · Nature of suit: Other Statutory Actions · Cause: 28:2201 Declaratory Judgment
Role of LTNRT, Inc. v. ?What If! Holdings Limited: Party · Outcome: Terminated 2013-10-31 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in AR (not the issuer's state)
High Plains Publishers, Inc. v. Lando Partners, Inc. closed
District Court, D. Kansas · No. 6:12-cv-01302 · Filed Aug 22, 2012 · Closed Nov 30, 2012 · Nature of suit: Contract: Other · Cause: 28:1441 Petition For Removal--Other Contract
Role of High Plains Publishers, Inc. v. Lando Partners, Inc.: Party · Outcome: Terminated 2012-11-30 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in KS (not the issuer's state)
Loeb & Company, Inc. v. High Plains Cotton Company, Inc. dismissed
District Court, M.D. Alabama · No. 2:12-cv-00434 · Filed May 17, 2012 · Closed May 1, 2013 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Loeb & Company, Inc. v. High Plains Cotton Company, Inc.: Party · Outcome: Terminated 2013-05-01 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
High Plains Construction, Inc. v. Gay dismissed
District Court, D. Massachusetts · No. 1:12-cv-10205 · Filed Feb 2, 2012 · Closed Aug 20, 2013 · Nature of suit: Contract: Recovery/Enforcement · Cause: 28:1330 Breach of Contract
Role of High Plains Construction, Inc. v. Gay: Party · Outcome: Terminated 2013-08-20 — FJC Integrated Database disposition: Dismissed: want of prosecution Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (MA)
High Plains Construction, Inc. v. Gay closed
District Court, S.D. Iowa · No. 4:11-cv-00245 · Filed May 26, 2011 · Closed Dec 21, 2011 · Nature of suit: 150 Contract: Recovery/Enforcement · Cause: 28:1330 Breach of Contract
Role of High Plains Construction, Inc. v. Gay: Party · Outcome: Terminated 2011-12-21 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in IA (not the issuer's state)
Watersaver Company, Inc. v. High Plains Construction and Excavating, Inc. judgment
District Court, D. Colorado · No. 1:11-cv-00844 · Filed Apr 1, 2011 · Closed Sep 7, 2011 · Nature of suit: Real Property: Other · Cause: 28:2410 Action affecting property on which US has lien
Role of Watersaver Company, Inc. v. High Plains Construction and Excavating, Inc.: Party · Outcome: Terminated 2011-09-07 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for both plaintiff and defendant Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Webster Capital Finance, Inc. v. What If, Inc. judgment
District Court, N.D. Illinois · No. 1:10-cv-04507 · Filed Jul 20, 2010 · Closed Sep 29, 2010 · Nature of suit: 190 Other contract actions
Role of Webster Capital Finance, Inc. v. What If, Inc.: Party · Outcome: Terminated 2010-09-29 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
United States v. High Plains Resources, Inc judgment
District Court, D. Wyoming · No. 2:09-cv-00087 · Filed Apr 16, 2009 · Closed Nov 3, 2010 · Nature of suit: 893 Environmental Matters · Cause: 42:6901 Resource Conservation & Recovery Act
Role of United States v. High Plains Resources, Inc: Party · Outcome: Terminated 2010-11-03 — FJC Integrated Database disposition: Other; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in WY (not the issuer's state)
Finley Resources Inc. v. High Plains Petroleum Corporation dismissed
District Court, D. Colorado · No. 1:09-cv-00089 · Filed Jan 16, 2009 · Closed Jun 17, 2009 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Finley Resources Inc. v. High Plains Petroleum Corporation: Party · Outcome: Terminated 2009-06-17 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
High Plains Bank - Flagler v. Addleman Family Partnership, The closed
District Court, D. Colorado · No. 1:09-cv-00006 · Filed Jan 5, 2009 · Closed Jan 8, 2009 · Nature of suit: Contract: Other · Cause: 28:1331 Fed. Question: Breach of Contract
Role of High Plains Bank - Flagler v. Addleman Family Partnership, The: Party · Outcome: Terminated 2009-01-08 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
United States v. High Plains Resources Inc closed
District Court, D. Wyoming · No. 2:08-cr-00129 · Filed May 30, 2008 · Closed Aug 14, 2008
Role of United States v. High Plains Resources Inc: Party · Outcome: Terminated 2008-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in WY (not the issuer's state); criminal docket
United States v. High Plains Resources Inc closed
District Court, D. Wyoming · No. 2:08-cr-00129 · Filed May 30, 2008 · Closed Aug 14, 2008
Role of United States v. High Plains Resources Inc: Party · Outcome: Terminated 2008-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in WY (not the issuer's state); criminal docket
National Utility Svc v. High Plains Corp dismissed
District Court, D. Kansas · No. 6:02-cv-01091 · Filed Mar 20, 2002 · Closed Oct 25, 2002 · Nature of suit: 190 Other contract actions
Role of National Utility Svc v. High Plains Corp: Party · Outcome: Terminated 2002-10-25 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in KS (not the issuer's state)
High Plains Power Systems v. International Commodity Carriers judgment
District Court, D. Nebraska · No. 8:02-cv-00128 · Filed Mar 14, 2002 · Closed Oct 25, 2002 · Nature of suit: 450 Interstate commerce
Role of High Plains Power Systems v. International Commodity Carriers: Party · Outcome: Terminated 2002-10-25 — FJC Integrated Database disposition: Judgment on motion before trial Docket on CourtListener ↗
company name words appear in the caption; court in NE (not the issuer's state)
High Plains Corp v. Resource Trading dismissed
District Court, D. Kansas · No. 6:99-cv-01296 · Filed Jul 21, 1999 · Closed Feb 1, 2000 · Nature of suit: 190 Other contract actions
Role of High Plains Corp v. Resource Trading: Party · Outcome: Terminated 2000-02-01 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in KS (not the issuer's state)
High Plains Coop v. Law-Marot, Inc. dismissed
District Court, D. Nebraska · No. 4:99-cv-03174 · Filed Jun 1, 1999 · Closed May 25, 2000 · Nature of suit: 190 Other contract actions
Role of High Plains Coop v. Law-Marot, Inc.: Party · Outcome: Terminated 2000-05-25 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in NE (not the issuer's state)
Trst CO Ironwrkrs Fd v. High Plains Steel closed
District Court, D. Wyoming · No. 2:97-mc-00005 · Filed Mar 24, 1997 · Closed Mar 24, 1997
Role of Trst CO Ironwrkrs Fd v. High Plains Steel: Party · Outcome: Terminated 1997-03-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in WY (not the issuer's state)
Trst CO Iron Wkr Pen v. High Plains Steel judgment
District Court, D. Colorado · No. 1:96-cv-02472 · Filed Oct 23, 1996 · Closed Feb 10, 1997 · Nature of suit: 791 Employee Retirement Income Security Act · Cause: 29:1132 E.R.I.S.A.-Employee Benefits
Role of Trst CO Iron Wkr Pen v. High Plains Steel: Party · Outcome: Terminated 1997-02-10 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
High Plains Corp. v. Commodity Specialist dismissed
District Court, D. Minnesota · No. 4:96-cv-00221 · Filed Jan 26, 1996 · Closed Dec 11, 1997 · Nature of suit: 791 Employee Retirement Income Security Act
Role of High Plains Corp. v. Commodity Specialist: Party · Outcome: Terminated 1997-12-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MN (not the issuer's state)
High Plains Corp v. Commodity Specialist closed
District Court, D. Kansas · No. 6:95-cv-01391 · Filed Sep 8, 1995 · Closed Jan 23, 1996 · Nature of suit: 190 Other contract actions
Role of High Plains Corp v. Commodity Specialist: Party · Outcome: Terminated 1996-01-23 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in KS (not the issuer's state)
High Plains Environ v. Jepco Petroleum Co dismissed
District Court, D. Nebraska · No. 4:94-cv-03157 · Filed Jun 2, 1994 · Closed Jun 23, 1995 · Nature of suit: 130 Miller act
Role of High Plains Environ v. Jepco Petroleum Co: Party · Outcome: Terminated 1995-06-23 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in NE (not the issuer's state)
BD OF TRUSTEES v. HIGH PLAINS CONST CO judgment
District Court, N.D. Oklahoma · No. · Filed Aug 9, 1991 · Closed Nov 13, 1991 · Nature of suit: 791 Employee Retirement Income Security Act
Role of BD OF TRUSTEES v. HIGH PLAINS CONST CO: Party · Outcome: Terminated 1991-11-13 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in OK (not the issuer's state)
High Plains Coop v. Mel Jarvis Constr Co closed
District Court, D. Colorado · No. 1:91-mc-00200 · Filed Jun 18, 1991 · Closed Jul 20, 2015 · Nature of suit: 999 Invalid · Cause: Civil Miscellaneous Case
Role of High Plains Coop v. Mel Jarvis Constr Co: Party · Outcome: Terminated 2015-07-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Chaparal Enterprises v. High Plains dismissed
District Court, D. New Mexico · No. 1:88-cv-00805 · Filed Jul 8, 1988 · Closed Aug 27, 1991 · Nature of suit: 190 Other contract actions
Role of Chaparal Enterprises v. High Plains: Party · Outcome: Terminated 1991-08-27 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in NM (not the issuer's state)
HIGH PLAINS COOPERATIVE v. MEL JARVIS CORNSTRUCTION CO dismissed
District Court, D. Nebraska · No. · Filed Apr 22, 1988 · Closed Jan 3, 1992 · Nature of suit: 190 Other contract actions
Role of HIGH PLAINS COOPERATIVE v. MEL JARVIS CORNSTRUCTION CO: Party · Outcome: Terminated 1992-01-03 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in NE (not the issuer's state)
RICHARDSON v. HIGH PLAINS PETRO CO dismissed
District Court, N.D. Oklahoma · No. · Filed Dec 22, 1987 · Closed Mar 1, 1988 · Nature of suit: 190 Other contract actions
Role of RICHARDSON v. HIGH PLAINS PETRO CO: Party · Outcome: Terminated 1988-03-01 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OK (not the issuer's state)
TODD v. HIGH PLAINS ENERGY CO dismissed
District Court, D. Wyoming · No. · Filed Oct 9, 1987 · Closed Mar 22, 1988 · Nature of suit: 290 Other real property actions
Role of TODD v. HIGH PLAINS ENERGY CO: Party · Outcome: Terminated 1988-03-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in WY (not the issuer's state)
High Plains Genetics v. Travelers Insurance closed
District Court, D. South Dakota · No. 5:86-cv-05078 · Filed Jun 4, 1986 · Closed Nov 10, 1986
Role of High Plains Genetics v. Travelers Insurance: Party · Outcome: Terminated 1986-11-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in SD (not the issuer's state)
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: 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 New Summit Impact..

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

27 cases: 1 open, 26 closed (disposition not in docket feed)

High Plains Radio Network, LLC open
United States Bankruptcy Court, N.D. Texas · No. 24-70089 · Filed Mar 26, 2024
Role of High Plains Radio Network, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
High Plains Petroleum Corporation closed
United States Bankruptcy Court, D. Colorado · No. 22-14498 · Filed Nov 16, 2022 · Closed Nov 17, 2023
Role of High Plains Petroleum Corporation: Party · Outcome: Case closed 2023-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
High Plains Mesa Management, LLC closed
United States Bankruptcy Court, E.D. California · No. 21-11971 · Filed Aug 11, 2021 · Closed Nov 15, 2021
Role of High Plains Mesa Management, LLC: Party · Outcome: Case closed 2021-11-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
High Plains Mesa Holdings, LP closed
United States Bankruptcy Court, E.D. California · No. 21-11970 · Filed Aug 11, 2021 · Closed Nov 12, 2021
Role of High Plains Mesa Holdings, LP: Party · Outcome: Case closed 2021-11-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Dean Foods Company v. High Plains Industrial Contractors Inc closed
United States Bankruptcy Court, S.D. Texas · No. 21-03235 · Filed Apr 29, 2021 · Closed Feb 16, 2022
Role of Dean Foods Company v. High Plains Industrial Contractors Inc: Party · Outcome: Case closed 2022-02-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Kravitz v. High Plains Wireline Services, Inc. closed
United States Bankruptcy Court, D. Delaware · No. 17-51390 · Filed Sep 13, 2017 · Closed Apr 6, 2018
Role of Kravitz v. High Plains Wireline Services, Inc.: Party · Outcome: Case closed 2018-04-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
High Plains Computing, Inc. v. Wells Fargo Commercial Distribution Finance, LLC e closed
United States Bankruptcy Court, D. Colorado · No. 17-01321 · Filed Aug 3, 2017 · Closed Jul 23, 2019
Role of High Plains Computing, Inc. v. Wells Fargo Commercial Distribution Finance, LLC e: Party · Outcome: Case closed 2019-07-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
High Plains Computing, Inc. closed
United States Bankruptcy Court, D. Colorado · No. 17-14819 · Filed May 23, 2017 · Closed Jan 24, 2020
Role of High Plains Computing, Inc.: Party · Outcome: Case closed 2020-01-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Craig R. Jalbert, as Distribution Trustee of the C v. High Plains Mechanical Service Inc. closed
United States Bankruptcy Court, D. Delaware · No. 17-50380 · Filed Apr 28, 2017 · Closed May 7, 2018
Role of Craig R. Jalbert, as Distribution Trustee of the C v. High Plains Mechanical Service Inc.: Party · Outcome: Case closed 2018-05-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Ries v. High Plains Home Medical Equipment, Inc. closed
United States Bankruptcy Court, N.D. Texas · No. 17-02004 · Filed Apr 25, 2017 · Closed Jul 3, 2017
Role of Ries v. High Plains Home Medical Equipment, Inc.: Party · Outcome: Case closed 2017-07-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
High Plains Investment, Inc. closed
United States Bankruptcy Court, S.D. Iowa · No. 12-00829 · Filed Mar 20, 2012 · Closed Nov 30, 2012
Role of High Plains Investment, Inc.: Party · Outcome: Case closed 2012-11-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IA (not the issuer's state)
Kelley, Trustee v. High Plains Investment LLC closed
United States Bankruptcy Court, D. Minnesota · No. 10-04250 · Filed Sep 23, 2010 · Closed Mar 31, 2017
Role of Kelley, Trustee v. High Plains Investment LLC: Party · Outcome: Case closed 2017-03-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MN (not the issuer's state)
TOUSA Homes, Inc. v. High Plains Grading, Inc. closed
United States Bankruptcy Court, S.D. Florida. · No. 10-02466 · Filed Jan 29, 2010 · Closed May 31, 2011
Role of TOUSA Homes, Inc. v. High Plains Grading, Inc.: Party · Outcome: Case closed 2011-05-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
What If, Inc. closed
United States Bankruptcy Court, N.D. Illinois · No. 09-49540 · Filed Dec 31, 2009 · Closed Feb 12, 2010
Role of What If, Inc.: Party · Outcome: Case closed 2010-02-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
High Plains Real Estate Group, LLC closed
United States Bankruptcy Court, D. Utah · No. 09-24765 · Filed May 9, 2009 · Closed Oct 18, 2010
Role of High Plains Real Estate Group, LLC: Party · Outcome: Case closed 2010-10-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in UT (not the issuer's state)
What If, Inc. closed
United States Bankruptcy Court, N.D. Illinois · No. 08-12483 · Filed May 16, 2008 · Closed Sep 18, 2009
Role of What If, Inc.: Party · Outcome: Case closed 2009-09-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Official Committee Of Creditors Holding Unsecured v. High Plains Farm Credit, PCA closed
United States Bankruptcy Court, C.D. Illinois · No. 07-08093 · Filed Jul 23, 2007 · Closed Jun 9, 2011
Role of Official Committee Of Creditors Holding Unsecured v. High Plains Farm Credit, PCA: Party · Outcome: Case closed 2011-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Official Committee Of Creditors Holding Unsecured v. High Plains Farm Credit, PCA closed
United States Bankruptcy Court, C.D. Illinois · No. 07-08094 · Filed Jul 23, 2007 · Closed Jun 9, 2011
Role of Official Committee Of Creditors Holding Unsecured v. High Plains Farm Credit, PCA: Party · Outcome: Case closed 2011-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Rosania v. High Plains Trim, Inc. closed
United States Bankruptcy Court, D. Colorado · No. 04-01606 · Filed Jun 4, 2004 · Closed Dec 6, 2004
Role of Rosania v. High Plains Trim, Inc.: Party · Outcome: Case closed 2004-12-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Enron Corp. v. High Plains Septic Services Inc closed
United States Bankruptcy Court, S.D. New York · No. 03-93232 · Filed Nov 18, 2003 · Closed Dec 5, 2006
Role of Enron Corp. v. High Plains Septic Services Inc: Party · Outcome: Case closed 2006-12-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Sunflower Bank, N.A. v. High Plains Farm Credit PCA closed
United States Bankruptcy Court, D. Kansas · No. 03-05365 · Filed Nov 12, 2003 · Closed Mar 3, 2004
Role of Sunflower Bank, N.A. v. High Plains Farm Credit PCA: Party · Outcome: Case closed 2004-03-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in KS (not the issuer's state)
High Plains Agri Service, Inc. closed
United States Bankruptcy Court, D. Nebraska · No. 03-42465 · Filed Jul 16, 2003 · Closed Sep 3, 2010
Role of High Plains Agri Service, Inc.: Party · Outcome: Case closed 2010-09-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption
High Plains Equipment, Inc. closed
United States Bankruptcy Court, N.D. Texas · No. 02-51293 · Filed Oct 28, 2002 · Closed Nov 22, 2005
Role of High Plains Equipment, Inc.: Party · Outcome: Case closed 2005-11-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
High Plains Properties, Inc. closed
United States Bankruptcy Court, N.D. Texas · No. 00-20791 · Filed Aug 1, 2000 · Closed Feb 28, 2001
Role of High Plains Properties, Inc.: Party · Outcome: Case closed 2001-02-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Gaines County Peanuts, Inc. v. High Plains Receivable, Inc. closed
United States Bankruptcy Court, N.D. Texas · No. 00-05015 · Filed Mar 21, 2000 · Closed Jun 28, 2001
Role of Gaines County Peanuts, Inc. v. High Plains Receivable, Inc.: Party · Outcome: Case closed 2001-06-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
High Plains Plumbing and Heating Inc. closed
United States Bankruptcy Court, D. Wyoming · No. 97-10350 · Filed Dec 23, 1997 · Closed Jun 19, 1998
Role of High Plains Plumbing and Heating Inc.: Party · Outcome: Case closed 1998-06-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in WY (not the issuer's state)
Sprouse-Reitz Stores, Inc. v. McLane High Plains closed
United States Bankruptcy Court, D. Oregon · No. 94-03429 · Filed Sep 8, 1994 · Closed Oct 28, 1994
Role of Sprouse-Reitz Stores, Inc. v. McLane High Plains: Party · Outcome: Case closed 1994-10-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OR (not the issuer's state)
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 New Summit Impact — 4 worth asking about (compared the newest 50 of 93 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 30, 2018 – Jan 28, 2022

5 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — New Summit Impact Fund III-B, L.P. · Amount sold went down between filings — New Summit Impact Fund III-A, L.P. · Amount sold went down between filings — INCOME & IMPACT FUND, LLC · Amount sold went down between filings — New Summit Impact Fund II-B, L.P. · Amount sold went down between filings — New Summit Impact Fund II-A, L.P.

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D (earlier) · Jul 30, 2021 ↗Form D/A (later) · Jan 28, 2022 ↗New Summit Impact Fund III-B, L.P. — PartnerFacts page ↗Form D (earlier) · Jul 30, 2021 ↗
Sources
Worth asking · Oct 21, 2019 – Sep 18, 2026

5 offerings reported fewer investors on a later filing

Investor count went down between filings — INCOME & IMPACT FUND, LLC · Investor count went down between filings — INCOME & IMPACT FUND, LLC · Investor count went down between filings — INCOME & IMPACT FUND, LLC · Investor count went down between filings — INCOME & IMPACT FUND, LLC · Investor count went down between filings — INCOME & IMPACT FUND, LLC

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Sep 2, 2026 ↗Form D/A (later) · Sep 18, 2026 ↗INCOME & IMPACT FUND, LLC — PartnerFacts page ↗Form D/A (earlier) · Oct 6, 2023 ↗
Sources
Worth asking · Oct 13, 2017 – Oct 4, 2022

New Summit Impact includes 4 deals that stopped filing before reaching their target

Group8 Ventures LLC (last filing Oct 4, 2022; $1,400,000 sold of $3,500,000); New Summit Impact Fund II-A, L.P. (last filing Oct 9, 2020; $9,810,000 sold of $25,000,000); Highwater Global Fund LLC (last filing Apr 12, 2018; $1,010,000 sold of $20,000,000); HIGHWATER GLOBAL FUND II LLC (last filing Oct 13, 2017; $1,802,000 sold of $10,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Group8 Ventures LLC — PartnerFacts page ↗New Summit Impact Fund II-A, L.P. — PartnerFacts page ↗Highwater Global Fund LLC — PartnerFacts page ↗HIGHWATER GLOBAL FUND II LLC — PartnerFacts page ↗
Sources
Note · Oct 2, 2017 – Apr 4, 2023

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 — New Summit Impact Fund III-B, L.P. (latest filing Apr 4, 2023) · No amendment in the last 12 months on an offering that may still be open — New Summit Impact Fund III-A, L.P. (latest filing Apr 4, 2023) · No amendment in the last 12 months on an offering that may still be open — Group8 Ventures LLC (latest filing Mar 30, 2021) · No amendment in the last 12 months on an offering that may still be open — New Summit Impact Fund II-B, L.P. (latest filing Oct 9, 2020) · No amendment in the last 12 months on an offering that may still be open — New Summit Impact Fund II-A, L.P. (latest filing Oct 9, 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 · Apr 4, 2023 ↗New Summit Impact Fund III-B, L.P. — PartnerFacts page ↗Form D/A · Apr 4, 2023 ↗New Summit Impact Fund III-A, L.P. — PartnerFacts page ↗
Sources
Worth asking · Oct 15, 2018 – Sep 2, 2025

18 people are no longer listed on a later amendment

New Summit Investments LLC is no longer listed on the Sep 2, 2025 amendment — INCOME & IMPACT FUND, LLC · Adam Seitchik is no longer listed on the Oct 6, 2023 amendment — INCOME & IMPACT FUND, LLC · Frank Farnum Brown is no longer listed on the Jan 28, 2022 amendment — New Summit Impact Fund III-B, L.P. · Frank Farnum Brown is no longer listed on the Jan 28, 2022 amendment — New Summit Impact Fund III-A, L.P. · John Mannix is no longer listed on the Oct 9, 2020 amendment — INCOME & IMPACT FUND, LLC · and 13 more

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

Form D/A · Oct 1, 2024 ↗Form D/A · Sep 2, 2025 ↗New Summit Investments LLC — PartnerFacts page ↗INCOME & IMPACT FUND, LLC — PartnerFacts page ↗
Sources
Note · Oct 15, 2018 – Sep 2, 2025

15 role changes for the same people across filings

Natasha Lamb's role changed at INCOME & IMPACT FUND, LLC: director → executive officer · Frank Farnum Brown's role changed at INCOME & IMPACT FUND, LLC: director → executive officer · Alexander Lamb's role changed at INCOME & IMPACT FUND, LLC: director → executive officer · Baldwin Brothers, Inc.'s role changed at Group8 Ventures LLC: executive officer → promoter · John Mannix's role changed at INCOME & IMPACT FUND, LLC: executive officer → director · and 10 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · Oct 1, 2024 ↗Form D/A · Sep 2, 2025 ↗Natasha Lamb — PartnerFacts page ↗INCOME & IMPACT FUND, LLC — PartnerFacts page ↗
Sources
Note · Oct 15, 2018 – Oct 21, 2019

4 offerings changed their target amount between filings

Offering amount changed between filings — INCOME & IMPACT FUND, LLC · Offering amount changed between filings — New Summit Impact Fund II-B, L.P. · Offering amount changed between filings — New Summit Impact Fund II-A, L.P. · Offering amount changed between filings — Private Market Impact Fund I, L.P.

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Apr 11, 2019 ↗Form D/A (later) · Oct 21, 2019 ↗INCOME & IMPACT FUND, LLC — PartnerFacts page ↗Form D (earlier) · Oct 30, 2018 ↗
Sources
Note · Nov 18, 2022 – Jan 5, 2023

Minimum investment changed between filings — New Summit Impact Fund III-B, L.P.

The Nov 18, 2022 filing lists a minimum of $250,000; the Jan 5, 2023 Form D/A lists $100,000.

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

Form D/A (earlier) · Nov 18, 2022 ↗Form D/A (later) · Jan 5, 2023 ↗New Summit Impact Fund III-B, L.P. — PartnerFacts page ↗
Sources
Note · Nov 18, 2022 – Jan 5, 2023

Minimum investment changed between filings — New Summit Impact Fund III-A, L.P.

The Nov 18, 2022 filing lists a minimum of $250,000; the Jan 5, 2023 Form D/A lists $25,000.

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

Form D/A (earlier) · Nov 18, 2022 ↗Form D/A (later) · Jan 5, 2023 ↗New Summit Impact Fund III-A, L.P. — PartnerFacts page ↗
Sources
Note · Oct 30, 2018 – Oct 21, 2019

Minimum investment changed between filings — New Summit Impact Fund II-B, L.P.

The Oct 30, 2018 filing lists a minimum of $200,000; the Oct 21, 2019 Form D/A lists $100,000.

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

Form D (earlier) · Oct 30, 2018 ↗Form D/A (later) · Oct 21, 2019 ↗New Summit Impact Fund II-B, L.P. — PartnerFacts page ↗
Sources
Note · Oct 30, 2018 – Oct 21, 2019

Minimum investment changed between filings — New Summit Impact Fund II-A, L.P.

The Oct 30, 2018 filing lists a minimum of $200,000; the Oct 21, 2019 Form D/A lists $100,000.

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

Form D (earlier) · Oct 30, 2018 ↗Form D/A (later) · Oct 21, 2019 ↗New Summit Impact Fund II-A, L.P. — PartnerFacts page ↗
Sources
Note · Oct 15, 2018 – Oct 21, 2019

Minimum investment changed between filings — Private Market Impact Fund I, L.P.

The Oct 15, 2018 filing lists a minimum of $1,000; the Oct 21, 2019 Form D/A lists $2,000.

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

Form D (earlier) · Oct 15, 2018 ↗Form D/A (later) · Oct 21, 2019 ↗Private Market Impact Fund I, L.P. — PartnerFacts page ↗
Sources
Note · Oct 21, 2019 – Jul 30, 2021

Frank Farnum Brown is written 2 different ways on the filings

listed as "Frank Farnum Brown" on 15 filings (from Oct 21, 2019), and "Frank Farnum Brown Jr." on 2 filings (from Jul 30, 2021).

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.

Form D/A · Oct 21, 2019 ↗Form D · Jul 30, 2021 ↗Frank Farnum Brown — PartnerFacts page ↗
Sources
Note · May 3, 2018 – Mar 30, 2021

Baldwin Brothers, Inc. is written 2 different ways on the filings

listed as "Baldwin Brothers, Inc." on 5 filings (from May 3, 2018), and "Baldwin Brothers, LLC" on 2 filings (from Mar 30, 2021).

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.

Form D · May 3, 2018 ↗Form D · Mar 30, 2021 ↗Baldwin Brothers, Inc. — PartnerFacts page ↗
Sources
Note · Oct 13, 2017 – Oct 21, 2019

Industry group changed between filings — INCOME & IMPACT FUND, LLC

"Investing" (Oct 13, 2017 to Apr 11, 2019); then "Pooled Investment Fund" (Oct 21, 2019 to Sep 18, 2026).

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

Form D · Oct 13, 2017 ↗Form D/A · Oct 21, 2019 ↗INCOME & IMPACT FUND, LLC — PartnerFacts page ↗
Sources
Note · Mar 8, 2018 – Oct 21, 2019

Industry group changed between filings — Private Market Impact Fund I, L.P.

"Investing" (Mar 8, 2018 to Oct 15, 2018); then "Pooled Investment Fund" (Oct 21, 2019 to Oct 9, 2020).

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

Form D · Mar 8, 2018 ↗Form D/A · Oct 21, 2019 ↗Private Market Impact Fund I, L.P. — PartnerFacts page ↗
Sources
Note · Oct 21, 2019 – Oct 9, 2020

4 address changes between filings

Address moved from Marion, MA to Manchester, MA — INCOME & IMPACT FUND, LLC · Address moved from Marion, MA to Manchester, MA — New Summit Impact Fund II-B, L.P. · Address moved from Marion, MA to Manchester, MA — New Summit Impact Fund II-A, L.P. · Address moved from Marion, MA to Manchester, MA — Private Market Impact Fund I, L.P.

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

Form D/A · Oct 21, 2019 ↗Form D/A · Oct 9, 2020 ↗INCOME & IMPACT FUND, LLC — PartnerFacts page ↗Form D/A · Oct 21, 2019 ↗
Sources
Note · Oct 29, 2009 – Sep 18, 2026

Member companies were formed in 2 different states

Delaware (13), Massachusetts (3) — out of 16 member issuers. The odd ones out: NOTHUNG PARTNERS LLP (Massachusetts); Flipper Partners LLP (Massachusetts); EXCALIBUR INVESTMENT PARTNERS LLP (Massachusetts).

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.

New Summit Impact — sponsor group page ↗NOTHUNG PARTNERS LLP — PartnerFacts page ↗Flipper Partners LLP — PartnerFacts page ↗EXCALIBUR INVESTMENT PARTNERS LLP — PartnerFacts page ↗
Sources
Note · Jan 7, 2014 – Sep 18, 2026

Issuer used a different name before — INCOME & IMPACT FUND, LLC

SEC records list prior names for this filer: Arjuna Income & Impact Fund, LLC. The current name on file is "INCOME & IMPACT FUND, LLC".

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 ↗INCOME & IMPACT FUND, LLC — 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 93 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 45 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
Sep 18, 2026 D/A
INCOME & IMPACT FUND, LLC
File 021-337029
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2026 D/A
New Summit Impact Fund IV, L.P.
File 021-508477
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2023 D/A
New Summit Impact Fund III-A, L.P.
File 021-408347
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2023 D/A
New Summit Impact Fund III-B, L.P.
File 021-408350
$0$0$0None listed on this filingEDGAR ↗
Oct 4, 2022 D
Group8 Ventures LLC
File 021-460656
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2021 D
Group8 Ventures LLC
File 021-394008
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2020 D/A
Private Market Impact Fund I, L.P.
File 021-323560
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2020 D/A
New Summit Impact Fund II-A, L.P.
File 021-324584
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2020 D/A
New Summit Impact Fund II-B, L.P.
File 021-324587
$0$0$0None listed on this filingEDGAR ↗
Sep 4, 2020 D
Group8 Ventures LLC
File 021-374897
$0$0$0None listed on this filingEDGAR ↗
Mar 6, 2020 D
Group8 Ventures LLC
File 021-362153
$0$0$0None listed on this filingEDGAR ↗
Sep 13, 2019 D
Group8 Ventures LLC
File 021-348756
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2019 D
Group8 Ventures LLC
File 021-334498
$0$0$0None listed on this filingEDGAR ↗
May 3, 2018 D
Group8 Ventures LLC
File 021-311559
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2018 D
INCOME & IMPACT FUND, LLC
File 021-309974
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2018 D
Highwater Global Fund LLC
File 021-309976
$0$0$0None listed on this filingEDGAR ↗
Mar 8, 2018 D
Private Market Impact Fund I, L.P.
File 021-307264
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2017 D
Highwater Global Fund LLC
File 021-296639
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2017 D
HIGHWATER GLOBAL FUND II LLC
File 021-296637
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2017 D
INCOME & IMPACT FUND, LLC
File 021-296636
$0$0$0None listed on this filingEDGAR ↗
Sep 8, 2017 D
Private Market Impact Fund I, L.P.
File 021-294300
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2017 D
INCOME & IMPACT FUND, LLC
File 021-284221
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2017 D
Private Market Impact Fund I, L.P.
File 021-282705
$0$0$0None listed on this filingEDGAR ↗
Jan 9, 2017 D
HIGHWATER GLOBAL FUND II LLC
File 021-277932
$0$0$0None listed on this filingEDGAR ↗
Oct 12, 2016 D
INCOME & IMPACT FUND, LLC
File 021-272258
$0$0$0None listed on this filingEDGAR ↗
Oct 12, 2016 D
Highwater Global Fund LLC
File 021-272264
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2016 D
INCOME & IMPACT FUND, LLC
File 021-260921
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2016 D
Private Market Impact Fund I, L.P.
File 021-256838
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2014 D/A
INCOME & IMPACT FUND, LLC
File 021-209442
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2011 D
NOTHUNG PARTNERS LLP
File 021-153712
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2011 D
HIGHWATER GLOBAL FUND II LLC
File 021-153719
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2011 D
EXCALIBUR INVESTMENT PARTNERS LLP
File 021-153571
$0$0$0None listed on this filingEDGAR ↗
Jan 10, 2011 D
What If Fund LLC
File 021-153304
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2010 D
What If Fund II LLC
File 021-151801
$0$0$0None listed on this filingEDGAR ↗
Nov 12, 2010 D/A
HIGHWATER GLOBAL FUND II LLC
File 021-144867
$0$0$0None listed on this filingEDGAR ↗
Sep 15, 2010 D
Highwater Global Fund LLC
File 021-147778
$0$0$0None listed on this filingEDGAR ↗
Sep 14, 2010 D/A
What If Fund LLC
File 021-144873
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2010 D/A
HIGHWATER GLOBAL FUND II LLC
File 021-105898
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2010 D
High Plains Fund LLC
File 021-140386
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2010 D
Highwater Global Fund LLC
File 021-81173
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2010 D/A
High Plains Fund LLC
File 021-130633
$0$0$0None listed on this filingEDGAR ↗
Jan 22, 2010 D
EXCALIBUR INVESTMENT PARTNERS LLP
File 021-87170-8N
$0$0$0None listed on this filingEDGAR ↗
Jan 22, 2010 D
NOTHUNG PARTNERS LLP
File 021-62137
$0$0$0None listed on this filingEDGAR ↗
Oct 29, 2009 D
Flipper Partners LLP
File 021-65446
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2009 D
What If Fund LLC
File 021-109936
$0$0$0None 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 16 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, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to New Summit Impact in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 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 ↗HG Highwater Global Fund LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesMARION, MAInvesting8$1,010,000
offering $20,000,000 · similar: $763,000–$10,000,000
4
similar: 4–23
$10,000
similar: $10,000–$78,388
2009–2018
EDGAR ↗EI EXCALIBUR INVESTMENT PARTNERS LLPshared people, shared management entity, same business addressMARION, MAInvesting3$1,000,0002$100,0002009–2011
EDGAR ↗NP NOTHUNG PARTNERS LLPshared people, shared management entity, same business addressMARION, MAInvesting3$1,000,0005$100,0002009–2011
EDGAR ↗WI What If Fund LLCshared people, shared management entity, same business address, similar issuer namesMarion, MAInvesting5$1,015,0002$10,0002009–2011
EDGAR ↗HG HIGHWATER GLOBAL FUND II LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesMARION, MAInvesting12$1,802,000
offering $10,000,000 · similar: $763,000–$10,000,000
7
similar: 4–23
$25,000
similar: $10,000–$78,388
2009–2017
EDGAR ↗HP High Plains Fund LLCshared people, shared management entity, same business addressMARION, MAInvesting4$985,0005$25,0002009–2010
EDGAR ↗FP Flipper Partners LLPshared people, shared management entity, same business addressMARION, MAInvesting1$351,6448$23,4422009–2009
EDGAR ↗WI What If Fund II LLCshared people, shared management entity, same business address, similar issuer namesMarion, MAInvesting1$2,000,0001$100,0002010–2010
EDGAR ↗II INCOME & IMPACT FUND, LLCshared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressMANCHESTER, MAPooled Investment Fund17$39,737,000
offering Indefinite · similar: $155,000–$5,250,000
139
similar: 4–27
$10,000
similar: $1,000–$100,000
2014–2026
EDGAR ↗PM Private Market Impact Fund I, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressMANCHESTER, MAPooled Investment Fund7$17,867,800
offering Indefinite · similar: $155,000–$5,250,000
81
similar: 4–27
$2,000
similar: $1,000–$100,000
2016–2020
EDGAR ↗GV Group8 Ventures LLCshared people, shared management entity, same business addressMARION, MAInvesting7$1,400,000
offering $140,000 · similar: $763,000–$10,000,000
13
similar: 4–23
$4,000
similar: $10,000–$78,388
2018–2022
EDGAR ↗NS New Summit Impact Fund II-A, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesMANCHESTER, MAPooled Investment Fund3$9,810,000
offering Indefinite · similar: $155,000–$5,250,000
64
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2020
EDGAR ↗NS New Summit Impact Fund II-B, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesMANCHESTER, MAPooled Investment Fund3$26,465,000
offering Indefinite · similar: $155,000–$5,250,000
64
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2020
EDGAR ↗NS New Summit Impact Fund III-A, L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesMANCHESTER, MAPooled Investment Fund8$100,000,000
offering Indefinite · similar: $155,000–$5,250,000
41
similar: 4–27
$25,000
similar: $1,000–$100,000
2021–2023
EDGAR ↗NS New Summit Impact Fund III-B, L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesMANCHESTER, MAPooled Investment Fund8$100,000,000
offering Indefinite · similar: $155,000–$5,250,000
78
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2023
EDGAR ↗NS New Summit Impact Fund IV, L.P.shared people, same business address, similar issuer namesMANCHESTER, MAPooled Investment Fund3$10,025,000
offering $100,000,000 · similar: $155,000–$5,250,000
27
similar: 4–27
$250,000
similar: $1,000–$100,000
2024–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 18, 2026INCOME & IMPACT FUND, LLCD/APooled Investment FundIndefinite$39,737,000
EDGAR ↗Sep 2, 2026INCOME & IMPACT FUND, LLCD/APooled Investment FundIndefinite$39,737,000
EDGAR ↗Mar 19, 2026New Summit Impact Fund IV, L.P.D/APooled Investment Fund$100,000,000$10,025,000
EDGAR ↗Sep 2, 2025INCOME & IMPACT FUND, LLCD/APooled Investment FundIndefinite$37,567,000
EDGAR ↗Mar 19, 2025New Summit Impact Fund IV, L.P.D/APooled Investment Fund$100,000,000$6,950,000
EDGAR ↗Oct 1, 2024INCOME & IMPACT FUND, LLCD/APooled Investment FundIndefinite$36,967,000
EDGAR ↗Mar 25, 2024New Summit Impact Fund IV, L.P.DPooled Investment Fund$100,000,000$0
EDGAR ↗Oct 6, 2023INCOME & IMPACT FUND, LLCD/APooled Investment FundIndefinite$36,217,000
EDGAR ↗Apr 4, 2023New Summit Impact Fund III-B, L.P.D/APooled Investment FundIndefinite$29,125,000
EDGAR ↗Apr 4, 2023New Summit Impact Fund III-A, L.P.D/APooled Investment FundIndefinite$7,170,000
EDGAR ↗Jan 5, 2023New Summit Impact Fund III-B, L.P.D/APooled Investment FundIndefinite$28,185,000
EDGAR ↗Jan 5, 2023New Summit Impact Fund III-A, L.P.D/APooled Investment FundIndefinite$6,835,000
EDGAR ↗Nov 18, 2022New Summit Impact Fund III-B, L.P.D/APooled Investment FundIndefinite$26,760,000
EDGAR ↗Nov 18, 2022New Summit Impact Fund III-A, L.P.D/APooled Investment FundIndefinite$6,435,000
EDGAR ↗Oct 18, 2022INCOME & IMPACT FUND, LLCD/APooled Investment FundIndefinite$28,467,000
EDGAR ↗Oct 4, 2022Group8 Ventures LLCDInvesting$140,000$140,000
EDGAR ↗Aug 30, 2022New Summit Impact Fund III-B, L.P.D/APooled Investment FundIndefinite$21,285,000
EDGAR ↗Aug 30, 2022New Summit Impact Fund III-A, L.P.D/APooled Investment FundIndefinite$6,335,000
EDGAR ↗Jul 18, 2022New Summit Impact Fund III-B, L.P.D/APooled Investment FundIndefinite$20,155,000
EDGAR ↗Jul 18, 2022New Summit Impact Fund III-A, L.P.D/APooled Investment FundIndefinite$5,885,000
EDGAR ↗Apr 7, 2022New Summit Impact Fund III-B, L.P.D/APooled Investment FundIndefinite$19,055,000
EDGAR ↗Apr 7, 2022New Summit Impact Fund III-A, L.P.D/APooled Investment FundIndefinite$5,435,000
EDGAR ↗Jan 28, 2022New Summit Impact Fund III-B, L.P.D/APooled Investment FundIndefinite$16,580,000
EDGAR ↗Jan 28, 2022New Summit Impact Fund III-A, L.P.D/APooled Investment FundIndefinite$4,100,000
EDGAR ↗Oct 8, 2021INCOME & IMPACT FUND, LLCD/APooled Investment FundIndefinite$27,087,000
EDGAR ↗Jul 30, 2021New Summit Impact Fund III-B, L.P.DPooled Investment FundIndefinite$100,000,000
EDGAR ↗Jul 30, 2021New Summit Impact Fund III-A, L.P.DPooled Investment FundIndefinite$100,000,000
EDGAR ↗Mar 30, 2021Group8 Ventures LLCDInvesting$3,500,000$140,000
EDGAR ↗Oct 9, 2020New Summit Impact Fund II-B, L.P.D/APooled Investment FundIndefinite$26,465,000
EDGAR ↗Oct 9, 2020New Summit Impact Fund II-A, L.P.D/APooled Investment FundIndefinite$9,810,000
EDGAR ↗Oct 9, 2020Private Market Impact Fund I, L.P.D/APooled Investment FundIndefinite$17,867,800
EDGAR ↗Oct 9, 2020INCOME & IMPACT FUND, LLCD/APooled Investment FundIndefinite$25,787,000
EDGAR ↗Sep 4, 2020Group8 Ventures LLCDInvesting$3,500,000$175,000
EDGAR ↗Mar 6, 2020Group8 Ventures LLCDInvesting$3,500,000$195,000
EDGAR ↗Oct 21, 2019New Summit Impact Fund II-B, L.P.D/APooled Investment FundIndefinite$4,216,500
EDGAR ↗Oct 21, 2019New Summit Impact Fund II-A, L.P.D/APooled Investment FundIndefinite$1,356,300
EDGAR ↗Oct 21, 2019Private Market Impact Fund I, L.P.D/APooled Investment FundIndefinite$16,996,200
EDGAR ↗Oct 21, 2019INCOME & IMPACT FUND, LLCD/APooled Investment FundIndefinite$30,077,000
EDGAR ↗Sep 13, 2019Group8 Ventures LLCDInvesting$3,500,000$351,200
EDGAR ↗Apr 11, 2019INCOME & IMPACT FUND, LLCDInvesting$20,000,000$560,000
EDGAR ↗Mar 11, 2019Group8 Ventures LLCDInvesting$3,500,000$1,400,000
EDGAR ↗Oct 30, 2018New Summit Impact Fund II-B, L.P.DPooled Investment Fund$25,000,000$12,500,000
EDGAR ↗Oct 30, 2018New Summit Impact Fund II-A, L.P.DPooled Investment Fund$25,000,000$1,775,000
EDGAR ↗Oct 15, 2018Private Market Impact Fund I, L.P.DInvesting$25,000,000$1,089,500
EDGAR ↗May 3, 2018Group8 Ventures LLCDInvesting$3,500,000$350,000
EDGAR ↗Apr 12, 2018Highwater Global Fund LLCDInvesting$20,000,000$275,000
EDGAR ↗Apr 12, 2018INCOME & IMPACT FUND, LLCDInvesting$20,000,000$2,925,000
EDGAR ↗Mar 8, 2018Private Market Impact Fund I, L.P.DInvesting$25,000,000$1,417,000
EDGAR ↗Oct 13, 2017INCOME & IMPACT FUND, LLCDInvesting$10,000,000$400,000
EDGAR ↗Oct 13, 2017HIGHWATER GLOBAL FUND II LLCDInvesting$10,000,000$950,000
EDGAR ↗Oct 13, 2017Highwater Global Fund LLCDInvesting$10,000,000$350,000
EDGAR ↗Sep 8, 2017Private Market Impact Fund I, L.P.DInvesting$20,000,000$2,179,000
EDGAR ↗Apr 6, 2017INCOME & IMPACT FUND, LLCDInvesting$10,000,000$834,000
EDGAR ↗Mar 16, 2017Private Market Impact Fund I, L.P.DInvesting$20,000,000$2,901,000
EDGAR ↗Jan 9, 2017HIGHWATER GLOBAL FUND II LLCDInvesting$10,000,000$250,000
EDGAR ↗Oct 12, 2016Highwater Global Fund LLCDInvesting$10,000,000$400,000
EDGAR ↗Oct 12, 2016INCOME & IMPACT FUND, LLCDInvesting$10,000,000$1,155,000
EDGAR ↗Apr 8, 2016INCOME & IMPACT FUND, LLCDPooled Investment Fund$10,000,000$1,850,000
EDGAR ↗Feb 5, 2016Private Market Impact Fund I, L.P.DInvesting$20,000,000$1,304,500
EDGAR ↗Apr 10, 2014INCOME & IMPACT FUND, LLCD/APooled Investment Fund$30,000,000$9,795,000
EDGAR ↗Jan 7, 2014INCOME & IMPACT FUND, LLCDPooled Investment Fund$10,000,000$6,960,000
EDGAR ↗Jan 13, 2011HIGHWATER GLOBAL FUND II LLCDInvesting$500,000$350,000
EDGAR ↗Jan 13, 2011NOTHUNG PARTNERS LLPDInvesting$500,000$100,000
EDGAR ↗Jan 12, 2011EXCALIBUR INVESTMENT PARTNERS LLPDInvesting$500,000$250,000
EDGAR ↗Jan 10, 2011What If Fund LLCDInvesting$500,000$100,000
EDGAR ↗Dec 13, 2010What If Fund II LLCDInvesting$2,500,000$2,000,000
EDGAR ↗Nov 12, 2010HIGHWATER GLOBAL FUND II LLCD/AInvesting$2,000,000$1,300,000
EDGAR ↗Sep 15, 2010Highwater Global Fund LLCDInvesting$1,000,000$410,000
EDGAR ↗Sep 14, 2010What If Fund LLCD/AInvesting$500,000$110,000
EDGAR ↗Aug 9, 2010HIGHWATER GLOBAL FUND II LLCD/AInvesting$1,000,000$500,000
EDGAR ↗Jul 14, 2010What If Fund LLCDInvesting$500,000$100,000
EDGAR ↗Jul 13, 2010HIGHWATER GLOBAL FUND II LLCDInvesting$1,000,000$400,000
EDGAR ↗Jun 10, 2010HIGHWATER GLOBAL FUND II LLCD/AInvesting$2,000,000$1,802,000
EDGAR ↗May 11, 2010HIGHWATER GLOBAL FUND II LLCD/AInvesting$2,000,000$1,590,000
EDGAR ↗Apr 12, 2010High Plains Fund LLCDInvesting$500,000$200,000
EDGAR ↗Mar 12, 2010High Plains Fund LLCD/AInvesting$1,500,000$985,000
EDGAR ↗Mar 12, 2010HIGHWATER GLOBAL FUND II LLCD/AInvesting$1,500,000$1,240,000
EDGAR ↗Mar 12, 2010Highwater Global Fund LLCDInvesting$500,000$117,000
EDGAR ↗Jan 22, 2010NOTHUNG PARTNERS LLPDInvesting$1,500,000$1,000,000
EDGAR ↗Jan 22, 2010EXCALIBUR INVESTMENT PARTNERS LLPDInvesting$1,500,000$1,000,000
EDGAR ↗Jan 12, 2010HIGHWATER GLOBAL FUND II LLCDInvesting$1,000,000$740,000
EDGAR ↗Jan 8, 2010Highwater Global Fund LLCD/AInvesting$1,000,000$800,000
EDGAR ↗Nov 12, 2009High Plains Fund LLCDInvesting$500,000$250,000
EDGAR ↗Oct 29, 2009Flipper Partners LLPDInvesting$351,644$351,644
EDGAR ↗Sep 1, 2009Highwater Global Fund LLCDInvesting$500,000$350,000
EDGAR ↗Aug 13, 2009HIGHWATER GLOBAL FUND II LLCD/AInvesting$1,000,000$715,000
EDGAR ↗May 4, 2009High Plains Fund LLCDInvesting$500,000$125,000
EDGAR ↗Apr 15, 2009What If Fund LLCDInvesting$1,500,000$700,000
EDGAR ↗Apr 15, 2009HIGHWATER GLOBAL FUND II LLCDInvesting$500,000$15,000
EDGAR ↗Jan 15, 2009What If Fund LLCD/AInvesting$2,000,000$1,015,000
EDGAR ↗Jan 14, 2009Highwater Global Fund LLCD/AInvesting$2,000,000$1,010,000
EDGAR ↗Jan 14, 2009NOTHUNG PARTNERS LLPDInvesting$2,000,000$700,000
EDGAR ↗Jan 14, 2009EXCALIBUR INVESTMENT PARTNERS LLPDInvesting$500,000$150,000

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 Sep 18, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Investing (2009–2011), Pooled Investment Fund (2014), Investing (2016), Pooled Investment Fund (2016), Investing (2016–2018), Pooled Investment Fund (2018), Investing (2019), Pooled Investment Fund (2019), Investing (2019–2021), Pooled Investment Fund (2021), Investing (2022). Latest offering: Pooled Investment Fund (Mar 25, 2024).

People across the group

NameRolesIssuers hereFirst → last listed
BB Baldwin Brothers, Inc. entityPromoter, Executive Officer10Jan 14, 2009 → Oct 4, 2022
MB Michael BaldwinExecutive Officer, Director10Jan 14, 2009 → Oct 15, 2018
NL Natasha LambExecutive Officer, Director9Jan 9, 2017 → Sep 18, 2026
TB Taylor BaldwinExecutive Officer, Director9Jun 10, 2010 → Oct 4, 2022
AS Adam SeitchikExecutive Officer, Director8Jan 7, 2014 → Apr 4, 2023
DB David A. BarrettExecutive Officer8Jan 14, 2009 → Oct 12, 2016
JM John MannixExecutive Officer, Director7Feb 5, 2016 → Oct 4, 2022
WM William MarvelExecutive Officer, Director7Jan 7, 2014 → Oct 4, 2022
FB Frank Farnum BrownExecutive Officer, Director6Oct 21, 2019 → Sep 18, 2026
NS New Summit Investments LLC entityPromoter6Jan 9, 2017 → Oct 1, 2024
AL Alexander LambExecutive Officer4Jul 30, 2021 → Sep 18, 2026
DS Dylan SageExecutive Officer4Jan 9, 2017 → Oct 4, 2022
FB Farnum BrownExecutive Officer3Jan 9, 2017 → Apr 11, 2019
AE Alexandra EllisExecutive Officer2Mar 25, 2024 → Sep 18, 2026
NS New Summit Impact Fund III GP, LLC entityExecutive Officer2Jan 28, 2022 → Apr 4, 2023
AC Arjuna Capital, LLC entityPromoter1Sep 2, 2025 → Sep 18, 2026
NS New Summit Impact Fund IV GP, LLC entityExecutive Officer1Mar 25, 2024 → Mar 19, 2026
PM Private Market Impact Fund I GP, LLC Private Market Impact Fund I GP, LLC entityPromoter1Sep 8, 2017 → Oct 15, 2018
PM Private Market Impact Impact Fund I GP, LLC Private Market Impact Impact Fund I GP, LLC entityPromoter1Feb 5, 2016 → Mar 16, 2017
ES Ellen StoneExecutive Officer1Jan 7, 2014 → Apr 10, 2014
DB David BarrettExecutive Officer1Jan 12, 2011 → Jan 12, 2011

Business registration (state registry / Secretary of State)

None of the 16 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)

ARJUNA CAPITAL, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jun 2, 2016 · SEC file 801-107908 · Main office: MANCHESTER, MA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $642,360,277 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 554 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.ARJUNA-CAPITAL.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 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

No Meta Pixel ids or Facebook / Instagram page links on file for New Summit Impact as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in New Summit Impact's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #129,038 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Massachusetts MassCourts ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Massachusetts Secretary of State business search ↗OpenCorporates ↗