PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:53 AM ET

Sponsor Check › Sponsor group

P

Peppertree

One sponsor team, 9 deal companies · Chagrin Falls, OH

Grouped because: 6 shared people, 1 shared management entity, same business address (8 issuers), similar issuer names (9) (automatic match from the filings) · not the same sponsor?

9deal companies
$1.28Breported sold
246investors
10Form D filings
2011–2024active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Aug 1, 2024 · 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

Peppertree is a sponsor group of 9 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared management entity; automatic match from the filings), filing 10 Form D filings between Jan 2011 and Aug 2024.

What this means One team, 9 deal companies, about 13 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: $1.28B to 246 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (6), "Other" (3). Issuers are based in OH (9).

What this means $1.28B raised across the group, about $5.21M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: F. Howard Mandel (8 issuers, executive officer and director), Ryan D. Lepene (7 issuers, executive officer and director), Matthew Newton (3 issuers, executive officer and director), Michael T Mackey (3 issuers, executive officer and director), Sean Lojek (3 issuers, director) and 13 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 Aug 1, 2024.

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, 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) — 1 property record listed in Key records below.

What this means 1 record came back. 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 10 public filings for Peppertree and found 10 differences: Peppertree includes 2 deals that stopped filing before reaching their target; Form D filed 17 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 Peppertree has not run yet — it is joining a line of 62,845 names; searches run around the clock at the hosts' allowed rate. Searched so far: 743 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

None found in sources searched — federal courts (CourtListener / RECAP), 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. · Last checked Oct 24, 2026, 2:16 AM ET.

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 Peppertree..

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

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), 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). · Last checked Oct 24, 2026, 2:16 AM ET.

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.

10 differences found between the filings for Peppertree (compared 10 filings on Oct 24, 2026)

Note · Jan 21, 2011 – Mar 1, 2021

Peppertree includes 2 deals that stopped filing before reaching their target

Everest ANZ US LLC (last filing Mar 1, 2021; $500,000 sold of $50,000,000); Peppertree Capital Telecom Tower Fund, LP (last filing Jan 21, 2011; $18,790,000 sold of $60,000,000). 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
Note · Feb 12, 2021 – Mar 1, 2021

Form D filed 17 days after the first sale — Everest ANZ US LLC

The filing says the first sale was Feb 12, 2021. The Form D was filed Mar 1, 2021 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

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

Sources
Note · Jan 7, 2011 – Aug 1, 2024

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 — Peppertree Capital Fund X LP Feeder I, LLC (latest filing Aug 1, 2024) · No amendment in the last 12 months on an offering that may still be open — Peppertree Capital Fund X, LP (latest filing Aug 1, 2024) · No amendment in the last 12 months on an offering that may still be open — Peppertree Capital Fund X Feeder II, LLC (latest filing Jul 10, 2024) · No amendment in the last 12 months on an offering that may still be open — Peppertree Capital Fund X Feeder, LLC (latest filing Dec 14, 2023) · No amendment in the last 12 months on an offering that may still be open — Peppertree Capital Fund X QP, LP (latest filing Nov 30, 2023) · 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
Note · May 5, 2020

Ryan D. Lepene's role changed at Everest Investors A, LLC: executive officer, director → executive officer

The May 5, 2020 filing lists Ryan D. Lepene as executive officer, director; the May 5, 2020 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 · May 5, 2020

F. Howard Mandel's role changed at Everest Investors A, LLC: director → executive officer

The May 5, 2020 filing lists F. Howard Mandel as director; the May 5, 2020 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 · Jan 21, 2011 – Mar 1, 2021

Ryan D. Lepene is written 2 different ways on the filings

listed as "Ryan D. Lepene" on 7 filings (from Jan 21, 2011), and "Ryan Lepene" on the Mar 1, 2021 filing.

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

Sources
Note · May 5, 2020 – Mar 1, 2021

Matthew Newton is written 2 different ways on the filings

listed as "Matthew C Newton" on 2 filings (from May 5, 2020), and "Matthew Newton" on the Mar 1, 2021 filing.

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

Sources
Note · May 5, 2020 – Mar 1, 2021

Michael T Mackey is written 2 different ways on the filings

listed as "Michael T Mackey" on 2 filings (from May 5, 2020), and "Michael Mackey" on the Mar 1, 2021 filing.

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

Sources
Note · May 5, 2020

Address moved from Chargin Falls, OH to Chagrin Falls, OH — Everest Investors A, LLC

The people listed on the May 5, 2020 filing give Chargin Falls, OH; on the May 5, 2020 filing they give Chagrin Falls, OH.

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 · Jan 21, 2011

Address on file is a registered agent / shared office — Peppertree Capital Telecom Tower Fund, LP

The latest filing lists 86 West Street, Chagrin Falls, OH. That address is used by 10 issuers in our index (10 issuers in 10 unrelated clusters).

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

Sources
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
Aug 1, 2024 D
Peppertree Capital Fund X, LP
File 021-520390
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 1, 2024 D
Peppertree Capital Fund X LP Feeder I, LLC
File 021-520393
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 10, 2024 D
Peppertree Capital Fund X Feeder II, LLC
File 021-518308
$0$0$0None listed on this filingEDGAR ↗
Dec 14, 2023 D
Peppertree Capital Fund X Feeder, LLC
File 021-499621
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 30, 2023 D
Peppertree Capital Fund X QP, LP
File 021-498501
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Mar 1, 2021 D
Everest ANZ US LLC
File 021-390803
$0$0$0None listed on this filingEDGAR ↗
May 5, 2020 D
Everest Investors A, LLC
File 021-366316
$0$0$0None listed on this filingEDGAR ↗
May 5, 2020 D
Everest Investors A, LLC
File 021-366317
$0$0$0None listed on this filingEDGAR ↗
May 5, 2020 D
Everest Investors B, LLC
File 021-366319
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2011 D
Peppertree Capital Telecom Tower Fund, LP
File 021-154208
$0$0$0 (est.)None listed on this filingEDGAR ↗

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

Counted across all 9 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 1 document · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

1 recorded document and 0 ownership records matched to Peppertree in the sources searched.

NYC real property transfer tax return New York City (Bronx)
Document date: Apr 13, 2021 · Recorded: Oct 31, 2023 · Amount: $505,984
Role as listed: grantor (PEPPERTREE CAPITAL TELECOM TOWER FUND, LP) · Other parties: PEPPERTREE CAPITAL TTF CO-INVESTORS, LLC; PEPPERTREE CAPITAL FIV CO-INVESTORS, LLC; PEPPERTREE CAPITAL FUND IV, LP; PEPPERTREE CAPITAL FUND IV QP, LP; PEPPERTREE CAPITAL FVI CO-INVESTORS, LLC; PEPPERTREE CAPITAL FUND VI, LP; PEPPERTREE CAPITAL FUND VI QP, LP; AMERICAN TOWERS LLC; 2 individuals
Parties as recorded (10)
  • PEPPERTREE CAPITAL TTF CO-INVESTORS, LLC — grantor
  • PEPPERTREE CAPITAL FIV CO-INVESTORS, LLC — grantor
  • PEPPERTREE CAPITAL FUND IV, LP — grantor
  • PEPPERTREE CAPITAL FUND IV QP, LP — grantor
  • PEPPERTREE CAPITAL FVI CO-INVESTORS, LLC — grantor
  • PEPPERTREE CAPITAL FUND VI, LP — grantor
  • PEPPERTREE CAPITAL FUND VI QP, LP — grantor
  • AMERICAN TOWERS LLC — grantee
  • REMILLARD, THOMAS — grantor (individual — address not shown)
  • RECH, JAMES — grantor (individual — address not shown)

Property: Bronx, NY — Bronx Block 3341 Lot 30; Bronx Block 4855 Lot 51; Bronx Block 3168 Lot 64 (+6 more lots)
Matched on: exact company name; Form D zip 44022. Source record (ACRIS document detail) ↗ · NYC Open Data row ↗ · NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · Retrieved Oct 24, 2026, 12:21 AM ET

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. Sources searched: 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). 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 ↗PC Peppertree Capital Telecom Tower Fund, LPshared people, similar issuer namesCHAGRIN FALLS, OHPooled Investment Fund1$18,790,00053$15,0002011–2011
EDGAR ↗EI Everest Investors A, LLCshared people, same business address, similar issuer namesCHAGRIN FALLS, OHOther2$297,099,000
offering $4,100,000 · similar: $500,000–$7,000,000
8
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2020–2020
EDGAR ↗EI Everest Investors B, LLCshared people, same business address, similar issuer namesCHAGRIN FALLS, OHOther1$3,001,000
offering $3,001,000 · similar: $500,000–$7,000,000
4
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2020–2020
EDGAR ↗EA Everest ANZ US LLCshared people, same business address, similar issuer namesCHAGRIN FALLS, OHOther1$500,000
offering $50,000,000 · similar: $500,000–$7,000,000
4
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2021
EDGAR ↗PC Peppertree Capital Fund X QP, LPshared people, same business address, similar issuer namesCHAGRIN FALLS, OHPooled Investment Fund1$803,693,878
offering Indefinite · similar: $155,000–$5,250,000
164
similar: 4–27
$100,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗PC Peppertree Capital Fund X Feeder, LLCshared people, same business address, similar issuer namesCHAGRIN FALLS, OHPooled Investment Fund1$260,656,857
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
$100,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗PC Peppertree Capital Fund X Feeder II, LLCshared people, same business address, similar issuer namesCHAGRIN FALLS, OHPooled Investment Fund1$150,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗PC Peppertree Capital Fund X, LPshared people, shared management entity, same business address, similar issuer namesCHAGRIN FALLS, OHPooled Investment Fund1$21,000,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
$100,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗PC Peppertree Capital Fund X LP Feeder I, LLCshared people, shared management entity, same business address, similar issuer namesCHAGRIN FALLS, OHPooled Investment Fund1$20,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2024–2024

"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(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 ↗Aug 1, 2024Peppertree Capital Fund X LP Feeder I, LLCDPooled Investment FundIndefinite$20,000,000
EDGAR ↗Aug 1, 2024Peppertree Capital Fund X, LPDPooled Investment FundIndefinite$21,000,000
EDGAR ↗Jul 10, 2024Peppertree Capital Fund X Feeder II, LLCDPooled Investment FundIndefinite$150,000,000
EDGAR ↗Dec 14, 2023Peppertree Capital Fund X Feeder, LLCDPooled Investment FundIndefinite$260,656,857
EDGAR ↗Nov 30, 2023Peppertree Capital Fund X QP, LPDPooled Investment FundIndefinite$803,693,878
EDGAR ↗Mar 1, 2021Everest ANZ US LLCDOther$50,000,000$500,000
EDGAR ↗May 5, 2020Everest Investors B, LLCDOther$3,001,000$3,001,000
EDGAR ↗May 5, 2020Everest Investors A, LLCDOther$4,100,000$4,100,000
EDGAR ↗May 5, 2020Everest Investors A, LLCDOther$297,099,000$297,099,000
EDGAR ↗Jan 21, 2011Peppertree Capital Telecom Tower Fund, LPDPooled Investment Fund$60,000,000$18,790,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Aug 1, 2024. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2011), Other (2020–2021). Latest offering: Pooled Investment Fund (2023–2024; most recent Aug 1, 2024).

People across the group

NameRolesIssuers hereFirst → last listed
FM F. Howard MandelExecutive Officer, Director8Jan 21, 2011 → Aug 1, 2024
RL Ryan D. LepeneExecutive Officer, Director7Jan 21, 2011 → Aug 1, 2024
MN Matthew NewtonExecutive Officer, Director3May 5, 2020 → Mar 1, 2021
SL Sean LojekDirector3May 5, 2020 → Mar 1, 2021
MM Michael T MackeyExecutive Officer, Director3May 5, 2020 → Mar 1, 2021
PC Peppertree Capital FX, entityExecutive Officer2Aug 1, 2024 → Aug 1, 2024
JL John LemmonExecutive Officer, Director2May 5, 2020 → May 5, 2020
PC Peppertree Capital X, entityExecutive Officer1Aug 1, 2024 → Aug 1, 2024
PC Peppertree Capital FX, D. entityExecutive Officer1Jul 10, 2024 → Jul 10, 2024
PC Peppertree Capital Fund X, D. entityExecutive Officer1Dec 14, 2023 → Dec 14, 2023
PF PCM Future Advisor, Howard entityExecutive Officer1Nov 30, 2023 → Nov 30, 2023
PC Peppertree Capital FX, Howard entityExecutive Officer1Nov 30, 2023 → Nov 30, 2023
PC Peppertree Capital X, Howard entityExecutive Officer1Nov 30, 2023 → Nov 30, 2023
HM Howard F MandelDirector1Mar 1, 2021 → Mar 1, 2021
KM Kevin McGintyExecutive Officer1Jan 21, 2011 → Jan 21, 2011
JH Jeffrey A. HowardExecutive Officer, Director1Jan 21, 2011 → Jan 21, 2011
CD Cynthia DebevecExecutive Officer1Jan 21, 2011 → Jan 21, 2011
JM Jeffrey J. MiliusExecutive Officer, Director1Jan 21, 2011 → Jan 21, 2011

Business registration (state registry / Secretary of State)

None of the 9 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); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 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)

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

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Peppertree 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 Peppertree's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #111,856 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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