PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:40 AM ET

Sponsor Check › Sponsor group

O

Oc4

One sponsor team, 4 deal companies · Costa Mesa, CA

Grouped because: 2 shared people, 1 shared management entity, same business address (4 issuers) (automatic match from the filings) · not the same sponsor?

4deal companies
$430Kreported sold
34investors
13Form D filings
2017–2022active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Feb 8, 2022 · Courts (RECAP) last checked: Oct 24, 2026, 2:13 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Oc4 is a sponsor group of 4 issuers that PartnerFacts links to one sponsor (shared people, same business address, shared management entity; automatic match from the filings), filing 13 Form D filings between Jul 2017 and Feb 2022.

What this means One team, 4 deal companies, about 5 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: $430K to 34 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (2), "Other" (1), Other Technology (1). Issuers are based in CA (4).

What this means $430K raised across the group, about $13K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Carey Ransom (4 issuers, executive officer, director, and promoter), Kyle Kamrooz (3 issuers, executive officer), OC4 Ventures Capital Management, LLC (3 issuers, executive officer, director, and promoter, entity), Alan McCann (1 issuer, director), Alexandria Li (1 issuer, executive officer and director) and 12 more.

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

Activity: 0 new offerings in the last 12 months; latest filing Feb 8, 2022.

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 13 public filings for Oc4 and found 14 differences, 4 worth asking the sponsor about: Oc4 includes 3 deals that stopped filing before reaching their target; Form D filed 187 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Oc4 has not run yet — it is joining a line of 25,509 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

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

Key records

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

1. Lawsuits

None found so far — 4 of 4 issuers searched (federal courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched.. Searched so far: 4 of 4 issuers in this group; 0 still to be searched. Results are added automatically.

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

2. Regulatory actions

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

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Oc4..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

None found so far — 4 of 4 issuers searched (federal bankruptcy courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only).. Searched so far: 4 of 4 issuers in this group; 0 still to be searched. Results are added automatically.

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

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · Website on file (givsum.com, from the issuer's Form C filing (SEC data set), filed by member CIK 1642935) — not yet read for public statements.

14 differences found between the filings for Oc4 — 4 worth asking about (compared 13 filings on Oct 24, 2026)

Worth asking · Dec 4, 2019 – Feb 8, 2022

Oc4 includes 3 deals that stopped filing before reaching their target

California Crescent Fund I LP (last filing Feb 8, 2022; $155,000 sold of $1,500,000); OC4 Ventures Opportunity Zone Fund I LP (last filing Dec 13, 2019; $0 sold of $10,000,000); OC4 Ventures Fund I LP (last filing Dec 4, 2019; $250,000 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.

Sources
Worth asking · Aug 5, 2021 – Feb 8, 2022

Form D filed 187 days after the first sale — California Crescent Fund I LP

The filing says the first sale was Aug 5, 2021. The Form D was filed Feb 8, 2022 — 187 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 172 days past that.

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

Sources
Worth asking · Apr 1, 2015 – Feb 21, 2019

Form D filed 1,422 days after the first sale — Givsum, Inc.

The filing says the first sale was Apr 1, 2015. The Form D was filed Feb 21, 2019 — 1,422 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1,407 days past that.

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

Sources
Note · Jun 26, 2017 – Feb 8, 2022

7 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 — California Crescent Fund I LP (latest filing Feb 8, 2022) · No amendment in the last 12 months on an offering that may still be open — Givsum, Inc. (latest filing May 13, 2021) · No amendment in the last 12 months on an offering that may still be open — Givsum, Inc. (latest filing Jan 20, 2021) · No amendment in the last 12 months on an offering that may still be open — Givsum, Inc. (latest filing Jul 30, 2020) · No amendment in the last 12 months on an offering that may still be open — Givsum, Inc. (latest filing May 4, 2020) · and 2 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.

Sources
Worth asking · Feb 21, 2019 – May 20, 2019

Jennifer Durham is no longer listed on the May 20, 2019 amendment — Givsum, Inc.

Jennifer Durham appears on the Feb 21, 2019 Form D (director) but not on the May 20, 2019 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Note · Mar 1, 2021 – Feb 8, 2022

Carey Ransom's role changed at California Crescent Fund I LP: executive officer, director → executive officer

The Mar 1, 2021 filing lists Carey Ransom as executive officer, director; the Feb 8, 2022 Form D lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Mar 1, 2021 – Feb 8, 2022

Kyle Kamrooz's role changed at California Crescent Fund I LP: executive officer, director → executive officer

The Mar 1, 2021 filing lists Kyle Kamrooz as executive officer, director; the Feb 8, 2022 Form D lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Jul 11, 2017 – Feb 21, 2019

Robert Kollar's role changed at Givsum, Inc.: executive officer, director → executive officer

The Jul 11, 2017 filing lists Robert Kollar as executive officer, director; the Feb 21, 2019 Form D lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Jun 3, 2019 – Oct 15, 2019

Offering amount lowered between filings — Givsum, Inc.

The Jun 3, 2019 filing says $612,641 offered; the Oct 15, 2019 Form D/A says $556,440.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Sources
Note · Feb 21, 2019 – May 20, 2019

Offering amount changed between filings — Givsum, Inc.

The Feb 21, 2019 filing says $1,070,140 offered; the May 20, 2019 Form D/A says $1,132,640.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Mar 1, 2021 – Feb 8, 2022

Industry group changed between filings — California Crescent Fund I LP

"Pooled Investment Fund" (Mar 1, 2021); then "Other Technology" (Feb 8, 2022).

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.

Sources
Note · Jul 11, 2017 – Jul 30, 2020

Industry group changed between filings — Givsum, Inc.

"Other Technology" (Jul 11, 2017 to May 4, 2020); then "Other" (Jul 30, 2020 to May 13, 2021).

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.

Sources
Note · May 4, 2020 – Jul 30, 2020

Address moved from Newport Beach, CA to Costa Mesa, CA — Givsum, Inc.

The people listed on the May 4, 2020 filing give Newport Beach, CA; on the Jul 30, 2020 filing they give Costa Mesa, CA.

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

Sources
Note · Jul 11, 2017 – Feb 21, 2019

Address moved from Aliso Viejo, CA to Newport Beach, CA — Givsum, Inc.

The people listed on the Jul 11, 2017 filing give Aliso Viejo, CA; on the Feb 21, 2019 filing they give Newport Beach, CA.

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

Sources
What is compared

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

5. Money to insiders

None reported on 10 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
Feb 8, 2022 D
California Crescent Fund I LP
File 021-432696
$0$0$0 (est.)
General working capital to invest in the Securities of multiple Portfolio Companies and to pay other ancillary costs and expenses related thereto and this offering such as financial, legal, accounting, consultants, etc.
None listed on this filingEDGAR ↗
May 13, 2021 D
Givsum, Inc.
File 021-399252
$0$0$0None listed on this filingEDGAR ↗
Mar 1, 2021 D
California Crescent Fund I LP
File 021-390832
$0$0$0
CCFMI and OC4 will not receive a management fee, but payments may be made to reimburse the Co-General Partners for certain fees and expenses incurred on behalf of the Issuer.
None listed on this filingEDGAR ↗
Jan 20, 2021 D
Givsum, Inc.
File 021-386868
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2020 D
Givsum, Inc.
File 021-372113
$0$0$0None listed on this filingEDGAR ↗
May 4, 2020 D/A
Givsum, Inc.
File 021-340973
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2019 D
OC4 Ventures Opportunity Zone Fund I LP
File 021-355521
$0$0$0 (est.)
The Issuer will pay the General Partner a Management Fee of between 1.5%-2% of aggregate capital commitments. Due to the contingent nature of this fee, an estimate is not provided above.
None listed on this filingEDGAR ↗
Dec 4, 2019 D
OC4 Ventures Fund I LP
File 021-354787
$0$0$0 (est.)
The Issuer will pay the General Partner a Management Fee equal to 2% of aggregate capital commitments. Due to the contingent nature of this fee, an estimate is not provided above.
None listed on this filingEDGAR ↗
May 20, 2019 D/A
Givsum, Inc.
File 021-333284
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2017 D
Givsum, Inc.
File 021-290356
$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 4 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 7:40 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Oc4 in the sources searched.

Not found in sources searched as of Oct 24, 2026, 7:40 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 2011–2026) — 822,715 records, loaded Oct 24, 2026, 7:40 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2011–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:40 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗G Givsum, Inc.shared people, same business addressCOSTA MESA, CAOther9$1,132,640
offering $244,696 · similar: $500,000–$7,000,000
26
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2017–2021
EDGAR ↗OV OC4 Ventures Fund I LPshared people, shared management entity, same business addressCOSTA MESA, CAPooled Investment Fund1$250,000
offering $10,000,000 · similar: $500,000–$16,420,250
1
similar: 2–28
$250,000
similar: $5,000–$100,000
2019–2019
EDGAR ↗OV OC4 Ventures Opportunity Zone Fund I LPshared people, shared management entity, same business addressCOSTA MESA, CAPooled Investment Fund1$0
offering $10,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$250,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗CC California Crescent Fund I LPshared people, shared management entity, same business addressCOSTA MESA, CAOther Technology2$155,000
offering $1,500,000 · similar: $1,000,000–$10,000,000
7
similar: 1–11
$10,000
similar: $5,000–$50,000
2021–2022

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); Pooled Investment Fund / 506(c) (8,096 filings); Pooled Investment Fund / 506(b) (83,801 filings); Other Technology / 506(c) (805 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 ↗Feb 8, 2022California Crescent Fund I LPDOther Technology$1,500,000$155,000
EDGAR ↗May 13, 2021Givsum, Inc.DOther$244,696$25,000
EDGAR ↗Mar 1, 2021California Crescent Fund I LPDPooled Investment Fund$1,500,000$0
EDGAR ↗Jan 20, 2021Givsum, Inc.DOther$244,697$11,188
EDGAR ↗Jul 30, 2020Givsum, Inc.DOther$200,000$100,000
EDGAR ↗May 4, 2020Givsum, Inc.D/AOther Technology$556,440$362,292
EDGAR ↗Dec 13, 2019OC4 Ventures Opportunity Zone Fund I LPDPooled Investment Fund$10,000,000$0
EDGAR ↗Dec 4, 2019OC4 Ventures Fund I LPDPooled Investment Fund$10,000,000$250,000
EDGAR ↗Oct 15, 2019Givsum, Inc.D/AOther Technology$556,440$212,290
EDGAR ↗Jun 3, 2019Givsum, Inc.DOther Technology$612,641$98,383
EDGAR ↗May 20, 2019Givsum, Inc.D/AOther Technology$1,132,640$1,132,640
EDGAR ↗Feb 21, 2019Givsum, Inc.DOther Technology$1,070,140$1,070,140
EDGAR ↗Jul 11, 2017Givsum, Inc.DOther Technology$510,000$50,000

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 Feb 8, 2022. Industry history, as reported on each offering's latest filing: Previous offerings: Other Technology (2017–2019), Pooled Investment Fund (2019), Other (2020–2021), Pooled Investment Fund (2021), Other (2021). Latest offering: Other Technology (Feb 8, 2022).

People across the group

NameRolesIssuers hereFirst → last listed
CR Carey RansomDirector, Executive Officer, Promoter4Dec 4, 2019 → Feb 8, 2022
KK Kyle KamroozExecutive Officer3Dec 4, 2019 → Feb 8, 2022
OV OC4 Ventures Capital Management, LLC entityExecutive Officer, Director, Promoter3Dec 4, 2019 → Mar 1, 2021
AM Alan McCannDirector1Jul 11, 2017 → May 13, 2021
SW Shawn WehanExecutive Officer, Director1Jul 11, 2017 → May 13, 2021
JH James HaluszczakDirector1Jul 30, 2020 → May 13, 2021
LB Lindsay BurrisDirector1Jul 30, 2020 → May 13, 2021
CC CALIFORNIA CRESCENT FUND CAPITAL MANAGEMENT I LLC entityExecutive Officer, Director1Mar 1, 2021 → Mar 1, 2021
JT Jeremy Sto TomasExecutive Officer, Director1Mar 1, 2021 → Mar 1, 2021
KK Keyan kazemiaExecutive Officer, Director1Mar 1, 2021 → Mar 1, 2021
AL Alexandria LiExecutive Officer, Director1Mar 1, 2021 → Mar 1, 2021
DM Daniel MichelsonExecutive Officer, Director1Mar 1, 2021 → Mar 1, 2021
PS Prerit SetExecutive Officer, Director1Mar 1, 2021 → Mar 1, 2021
RK Robert KollarExecutive Officer1Jul 11, 2017 → Jan 20, 2021
JD Jennifer DurhamDirector1Feb 21, 2019 → Feb 21, 2019
MM Matthew MasoniDirector1Jul 11, 2017 → Jul 11, 2017
DB Dewey BushawExecutive Officer, Director1Jul 11, 2017 → Jul 11, 2017

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Oc4.

Meta advertising

Meta advertising Meta Pixel and page links found on the sponsor's own site; ads from Meta's Ad Library where the API returns them

Sources searched: the sponsor's website (givsum.com) for Meta Pixel / page links; Meta Ad Library API: not covered (API access to follow) — as of Oct 24, 2026. A pixel or page link is a fact about the sponsor's own site; it does not by itself show that ads ran. Platform pages are linked, never read.

Other offering types (Regulation A and Regulation Crowdfunding)

2 Regulation Crowdfunding filings — tap to see each filing
SourceFiledFormIssuerAmount offered (as reported)Amount sold (as reported)Matched on
EDGAR ↗Apr 21, 2022
File 020-29912
Regulation Crowdfunding offering — amendment (Form C/A)
Amendment filed · deadline Apr 30, 2023
Givsum, Inc.
Aliso Viejo, CA
$50,000 target · $1,070,000 maximum
via Wefunder Portal LLC (CRD 283503 · FINRA funding portals ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Mar 25, 2022
File 020-29912
Regulation Crowdfunding offering (Form C)
Offering filed · deadline Apr 30, 2022
Givsum, Inc.
Aliso Viejo, CA
$50,000 target · $1,070,000 maximum
via Wefunder Portal LLC (CRD 283503 · FINRA funding portals ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%

Amounts are as reported by the issuer on the form; Regulation Crowdfunding forms report a target and maximum, not sales. Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

Public profiles and social

Official links only, each with where it was found. We never collect personal or family accounts. Checked Oct 24, 2026.

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Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

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

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: COSTA MESA), CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

givsum.com ↗ found on givsum.com — Form C 0001670254-22-000376 (issuer website as filed)