PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:40 AM ET

Sponsor Check › Sponsor group

Prophet

19 issuers linked to one sponsor · AUSTIN, TX

Grouped because: 8 shared people, 4 shared management entities, same business address (12 issuers), similar issuer names (19) (automatic match from the filings) ·Not the same sponsor? Request a correction

19issuers
74Form D filings
$1,204,754,022total sold (sum of latest per issuer)
616investors (sum of max per issuer)
2009–2026active
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Sep 25, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:21 AM ET · SEC enforcement last checked: not yet

Key records

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

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:21 AM ET.

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

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:21 AM ET.

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

4. Differences between public sources

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

5. Money to insiders and sales commissions

4 of 26 offerings report sales commissions totalling $1,510,353; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Sep 25, 2026 D/A
File 021-525059
$280,176$0$0Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗
EDGAR ↗Sep 25, 2026 D/A
File 021-558911
$1,208,927$0$0Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗
EDGAR ↗May 11, 2023 D
File 021-481409
$0$0$0None listed on this filing
EDGAR ↗May 10, 2023 D
File 021-481377
$0$0$0None listed on this filing
EDGAR ↗Jan 14, 2022 D
File 021-429604
$15,000 (est.)$0$0Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗
EDGAR ↗Sep 28, 2020 D
File 021-376493
$0$0$0None listed on this filing
EDGAR ↗Sep 28, 2020 D
File 021-376499
$0$0$0None listed on this filing
EDGAR ↗Mar 18, 2020 D
File 021-363132
$0$0$0None listed on this filing
EDGAR ↗Nov 25, 2019 D
File 021-354107
$0$0$0None listed on this filing
EDGAR ↗Mar 27, 2019 D/A
File 021-335561
$0$0$0None listed on this filing
EDGAR ↗Mar 27, 2019 D/A
File 021-335564
$0$0$0None listed on this filing
EDGAR ↗Mar 27, 2019 D/A
File 021-335566
$0$0$0None listed on this filing
EDGAR ↗Mar 25, 2019 D
File 021-335562
$0$0$0None listed on this filing
EDGAR ↗Mar 25, 2019 D
File 021-335598
$0$0$0None listed on this filing
EDGAR ↗Jan 25, 2019 D
File 021-331414
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Jones Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Dunn Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Mar 26, 2018 D/A
File 021-237173
$0$0$0None listed on this filing
EDGAR ↗Mar 26, 2018 D/A
File 021-237161
$0$0$0None listed on this filing
EDGAR ↗Mar 26, 2018 D/A
File 021-237171
$0$0$0None listed on this filing
EDGAR ↗Mar 26, 2018 D/A
File 021-237170
$0$0$0None listed on this filing
EDGAR ↗Mar 26, 2018 D/A
File 021-237165
$0$0$0None listed on this filing
EDGAR ↗Mar 26, 2018 D
File 021-308580
$0$0$0None listed on this filing
EDGAR ↗Mar 7, 2018 D/A
File 021-125837
$0$0$0None listed on this filing
EDGAR ↗Mar 7, 2018 D/A
File 021-125828
$0$0$0None listed on this filing
EDGAR ↗Mar 29, 2017 D/A
File 021-237174
$0$0$0None listed on this filing
EDGAR ↗Jun 25, 2015 D/A
File 021-174678
$0$0$0None listed on this filing
EDGAR ↗Mar 6, 2015 D/A
File 021-174675
$0$0$0None listed on this filing

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

Counted across all 19 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

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

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

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

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:40 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address 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 ↗PCM PROVIDENT AGENCY FUND LTDshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesGrand Cayman, E9Pooled Investment Fund10$35,852,706
offering Indefinite · similar: $155,000–$5,250,000
37
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2009–2018
EDGAR ↗PCM PROVIDENT AGENCY FUND LPshared people, shared management entity, similar issuer namesPlymouth, MNPooled Investment Fund10$327,394,721
offering Indefinite · similar: $155,000–$5,250,000
205
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2009–2018
EDGAR ↗PCM Provident MBS Fund LPshared people, shared management entity, similar issuer namesPlymouth, MNPooled Investment Fund5$149,507,039
offering Indefinite · similar: $155,000–$5,250,000
146
similar: 4–27
$500,000
similar: $1,000–$100,000
2012–2015
EDGAR ↗PCM Provident MBS Fund Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesGrand Cayman, E9Pooled Investment Fund4$15,618,529
offering Indefinite · similar: $155,000–$5,250,000
28
similar: 4–27
$500,000
similar: $1,000–$100,000
2012–2015
EDGAR ↗Prophet Credit Partners LPshared people, shared management entity, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund4$40,110,000
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2018
EDGAR ↗Prophet Opportunity Partners (Offshore) LPshared people, shared management entity, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund6$111,000,000
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2019
EDGAR ↗Partners In Prophet (Offshore) LPshared people, shared management entity, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund6$1,514,999,500
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2019
EDGAR ↗Partners In Prophet, Ltd.shared people, shared management entity, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund5$484,142,679
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2019
EDGAR ↗Prophet Opportunity Partners LPshared people, similar issuer namesAUSTIN, TXPooled Investment Fund6$105,130,000
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2019
EDGAR ↗Structured Prophet Yen Fund LPshared people, shared management entity, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund3$5,024,001
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2017
EDGAR ↗Prophet Real Estate Opportunities LPshared people, shared management entity, same business address, similar issuer namesAUSTIN, TXREITS and Finance2$0
offering Indefinite · similar: $125,000–$125,000
0
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2018–2019
EDGAR ↗Prophet Capital REIT Inc.shared people, shared management entity, same business address, similar issuer namesAUSTIN, TXREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2019–2019
EDGAR ↗Prophet Advantage Partners LPshared people, same business address, similar issuer namesAustin, TXPooled Investment Fund1$1,500,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$250,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗Prophet EBO Partners LPshared people, shared management entity, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$215,500,000
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
$500,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗Prophet EBO Partners (Offshore) LPshared people, shared management entity, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$41,393,057
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗Prophet EBO Opportunities LPshared people, shared management entity, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$140,182,000
offering Indefinite · similar: $155,000–$5,250,000
16
similar: 4–27
$100,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗Prophet MSR Opportunities LPshared people, shared management entity, same business address, similar issuer namesAUSTIN, TXPooled Investment Fund1$65,100,000
offering Indefinite · similar: $155,000–$5,250,000
18
similar: 4–27
$250,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗Prophet Mortgage Servicing Opportunities (Onshore) LPshared people, shared management entity, similar issuer namesAUSTIN, TXPooled Investment Fund4$77,355,000
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
$5,000,000
similar: $1,000–$100,000
2023–2026
EDGAR ↗Prophet Mortgage Servicing Opportunities (Offshore) LPshared people, shared management entity, similar issuer namesGEORGE TOWN, GRAND CAYMAN, E9Pooled Investment Fund3$74,433,402
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
$5,000,000
similar: $1,000–$100,000
2023–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); 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 25, 2026Prophet Mortgage Servicing Opportunities (Onshore) LPD/APooled Investment FundIndefinite$77,355,000
EDGAR ↗Sep 25, 2026Prophet Mortgage Servicing Opportunities (Offshore) LPD/APooled Investment FundIndefinite$74,433,402
EDGAR ↗Sep 26, 2025Prophet Mortgage Servicing Opportunities (Onshore) LPD/APooled Investment FundIndefinite$9,225,000
EDGAR ↗Sep 26, 2025Prophet Mortgage Servicing Opportunities (Offshore) LPDPooled Investment FundIndefinite$433,402
EDGAR ↗Sep 26, 2024Prophet Mortgage Servicing Opportunities (Onshore) LPDPooled Investment FundIndefinite$0
EDGAR ↗May 11, 2023Prophet Mortgage Servicing Opportunities (Offshore) LPDPooled Investment FundIndefinite$30,000,000
EDGAR ↗May 10, 2023Prophet Mortgage Servicing Opportunities (Onshore) LPDPooled Investment FundIndefinite$46,680,000
EDGAR ↗Jan 14, 2022Prophet MSR Opportunities LPDPooled Investment FundIndefinite$65,100,000
EDGAR ↗Sep 28, 2020Prophet EBO Opportunities LPDPooled Investment FundIndefinite$140,182,000
EDGAR ↗Sep 28, 2020Prophet EBO Partners (Offshore) LPDPooled Investment FundIndefinite$41,393,057
EDGAR ↗Mar 18, 2020Prophet EBO Partners LPDPooled Investment FundIndefinite$215,500,000
EDGAR ↗Nov 25, 2019Prophet Advantage Partners LPDPooled Investment FundIndefinite$1,500,000
EDGAR ↗Mar 27, 2019Prophet Opportunity Partners LPD/APooled Investment FundIndefinite$5,094,140
EDGAR ↗Mar 27, 2019Partners In Prophet (Offshore) LPD/APooled Investment FundIndefinite$16,000,000
EDGAR ↗Mar 27, 2019Prophet Opportunity Partners (Offshore) LPD/APooled Investment FundIndefinite$500,000
EDGAR ↗Mar 25, 2019Prophet Real Estate Opportunities LPDREITS and FinanceIndefinite$0
EDGAR ↗Mar 25, 2019Prophet Opportunity Partners (Offshore) LPDPooled Investment FundIndefinite$90,862,000
EDGAR ↗Mar 25, 2019Partners In Prophet (Offshore) LPDPooled Investment FundIndefinite$45,250,000
EDGAR ↗Mar 25, 2019Partners In Prophet, Ltd.DPooled Investment FundIndefinite$3,174,427
EDGAR ↗Mar 25, 2019Prophet Opportunity Partners LPDPooled Investment FundIndefinite$92,375,140
EDGAR ↗Jan 25, 2019Prophet Capital REIT Inc.DREITS and Finance$125,000$125,000
EDGAR ↗Mar 26, 2018Prophet Real Estate Opportunities LPDREITS and FinanceIndefinite$0
EDGAR ↗Mar 26, 2018Prophet Credit Partners LPD/APooled Investment FundIndefinite$31,000,000
EDGAR ↗Mar 26, 2018Partners In Prophet (Offshore) LPD/APooled Investment FundIndefinite$1,490,001
EDGAR ↗Mar 26, 2018Partners In Prophet, Ltd.D/APooled Investment FundIndefinite$0
EDGAR ↗Mar 26, 2018Prophet Opportunity Partners LPD/APooled Investment FundIndefinite$16,865,000
EDGAR ↗Mar 26, 2018Prophet Opportunity Partners (Offshore) LPD/APooled Investment FundIndefinite$111,000,000
EDGAR ↗Mar 7, 2018PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$327,394,721
EDGAR ↗Mar 7, 2018PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$35,852,706
EDGAR ↗Mar 30, 2017Partners In Prophet, Ltd.D/APooled Investment FundIndefinite$484,142,679
EDGAR ↗Mar 30, 2017Partners In Prophet (Offshore) LPD/APooled Investment FundIndefinite$1,514,999,500
EDGAR ↗Mar 30, 2017Prophet Opportunity Partners (Offshore) LPD/APooled Investment FundIndefinite$68,100,000
EDGAR ↗Mar 30, 2017Prophet Credit Partners LPD/APooled Investment FundIndefinite$40,110,000
EDGAR ↗Mar 29, 2017Prophet Opportunity Partners LPD/APooled Investment FundIndefinite$105,130,000
EDGAR ↗Mar 29, 2017Structured Prophet Yen Fund LPD/APooled Investment FundIndefinite$5,024,001
EDGAR ↗Mar 7, 2017PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$316,449,910
EDGAR ↗Mar 7, 2017PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$35,614,706
EDGAR ↗Mar 31, 2016Partners In Prophet, Ltd.D/APooled Investment FundIndefinite$10,623,288
EDGAR ↗Mar 31, 2016Partners In Prophet (Offshore) LPD/APooled Investment FundIndefinite$27,000,000
EDGAR ↗Mar 31, 2016Structured Prophet Yen Fund LPD/APooled Investment FundIndefinite$0
EDGAR ↗Mar 31, 2016Prophet Opportunity Partners LPD/APooled Investment FundIndefinite$500,000
EDGAR ↗Mar 31, 2016Prophet Opportunity Partners (Offshore) LPD/APooled Investment FundIndefinite$0
EDGAR ↗Mar 31, 2016Prophet Credit Partners LPD/APooled Investment FundIndefinite$0
EDGAR ↗Mar 7, 2016PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$31,428,344
EDGAR ↗Mar 7, 2016PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$305,425,265
EDGAR ↗Jun 25, 2015PCM Provident MBS Fund LPD/APooled Investment FundIndefinite$149,507,039
EDGAR ↗Apr 2, 2015Structured Prophet Yen Fund LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 2, 2015Partners In Prophet, Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 2, 2015Partners In Prophet (Offshore) LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 2, 2015Prophet Opportunity Partners (Offshore) LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 2, 2015Prophet Credit Partners LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 2, 2015Prophet Opportunity Partners LPDPooled Investment FundIndefinite$0
EDGAR ↗Mar 6, 2015PCM Provident MBS Fund Ltd.D/APooled Investment FundIndefinite$15,618,529
EDGAR ↗Mar 6, 2015PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$281,030,320
EDGAR ↗Mar 6, 2015PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$28,935,147
EDGAR ↗Jun 25, 2014PCM Provident MBS Fund LPD/APooled Investment FundIndefinite$149,183,635
EDGAR ↗Mar 6, 2014PCM Provident MBS Fund Ltd.D/APooled Investment FundIndefinite$15,618,529
EDGAR ↗Mar 6, 2014PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$263,619,332
EDGAR ↗Mar 6, 2014PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$26,757,998
EDGAR ↗Jun 25, 2013PCM Provident MBS Fund LPD/APooled Investment FundIndefinite$146,969,773
EDGAR ↗Mar 6, 2013PCM Provident MBS Fund Ltd.D/APooled Investment FundIndefinite$14,616,587
EDGAR ↗Mar 6, 2013PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$173,749,332
EDGAR ↗Mar 6, 2013PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$17,822,798
EDGAR ↗Jun 26, 2012PCM Provident MBS Fund LPD/APooled Investment FundIndefinite$120,786,803
EDGAR ↗Mar 9, 2012PCM Provident MBS Fund LPDPooled Investment FundIndefinite$101,968,176
EDGAR ↗Mar 9, 2012PCM Provident MBS Fund Ltd.DPooled Investment FundIndefinite$8,722,900
EDGAR ↗Mar 6, 2012PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$16,750,600
EDGAR ↗Mar 6, 2012PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$155,618,200
EDGAR ↗Jul 21, 2010PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$15,127,400
EDGAR ↗Jul 21, 2010PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$146,323,500
EDGAR ↗Jul 19, 2010PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$146,323,500
EDGAR ↗Jul 19, 2010PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$15,127,400
EDGAR ↗Mar 9, 2009PCM PROVIDENT AGENCY FUND LPD/APooled Investment FundIndefinite$71,365,518
EDGAR ↗Mar 9, 2009PCM PROVIDENT AGENCY FUND LTDD/APooled Investment FundIndefinite$3,317,679

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 25, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2015), REITS and Finance (2018–2019), Pooled Investment Fund (2019), REITS and Finance (2019). Latest offering: Pooled Investment Fund (2019–2025; most recent Sep 26, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
Robert A. EpsteinExecutive Officer, Promoter19Mar 9, 2009 → Sep 25, 2026
Prophet Asset Management LLC entityExecutive Officer, Promoter13Apr 2, 2015 → Sep 25, 2026
David RosenblumExecutive Officer9Mar 6, 2012 → Sep 25, 2026
Prophet Capital Asset Management LP entityExecutive Officer5Mar 6, 2012 → Jan 25, 2019
Provident Advisors LLC entityExecutive Officer, Promoter4Mar 9, 2009 → Mar 7, 2018
Irvin KesslerExecutive Officer, Director4Mar 9, 2009 → Mar 7, 2018
Michael HirschbergExecutive Officer4Mar 9, 2009 → Mar 7, 2016
Kurt RechnerExecutive Officer2Jan 25, 2019 → Nov 25, 2019
Don SeymourDirector2Mar 6, 2012 → Mar 7, 2018
Provident GP LLC entityExecutive Officer, Promoter2Mar 9, 2009 → Mar 7, 2018
Logan LoweExecutive Officer2Mar 7, 2017 → Mar 7, 2018
Ronan GuilfoyleDirector2Mar 6, 2012 → Mar 7, 2016
Rad WeaverExecutive Officer1Nov 25, 2019 → Nov 25, 2019
Michael MurphyExecutive Officer1Nov 25, 2019 → Nov 25, 2019
Prophet Advantage Partners GP LLC entityExecutive Officer1Nov 25, 2019 → Nov 25, 2019
Prophet Asset Managment LLC entityPromoter1Mar 31, 2016 → Mar 27, 2019
Amber RamseyDirector1Mar 7, 2017 → Mar 7, 2018
Prophet Opportunity Partners GP LP entityPromoter1Apr 2, 2015 → Apr 2, 2015
Provident Adivsors LLC entityPromoter1Mar 9, 2012 → Mar 6, 2013

Adviser registration (Form ADV)

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

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

Not yet searched.

Sources to be searched: the sponsor's own website (known only from an approved profile claim or the matched adviser's Form ADV) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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