PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:32 AM ET

Sponsor Check › Sponsor group

R

Rmwc

One sponsor team, 10 deal companies · Palo Alto, CA

Grouped because: 7 shared people, 4 shared management entities, same business address (9 issuers), similar issuer names (9) (automatic match from the filings) · not the same sponsor?

10deal companies
$539.6Mreported sold
684investors
22Form D filings
2012–2026active
1new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 22, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: Oct 23, 2026, 11:02 PM ET

The short version

Rmwc is a sponsor group of 10 issuers that PartnerFacts links to one sponsor (shared people, same person name on both filings, same business address, similar issuer names, shared management entity; automatic match from the filings), filing 22 Form D filings between Jan 2012 and Oct 2026.

What this means One team, 10 deal companies, about 14 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: $539.6M to 684 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (8), "Other" (1), REITS and Finance (1). Issuers are based in CA (5), NY (4), FL (1).

What this means $539.6M raised across the group, about $789K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Coleman Andrews (9 issuers, executive officer and director), Steven Fischler (5 issuers, executive officer and director), Jonathan Cohen (3 issuers, executive officer), Nathanael Clemensen (3 issuers, executive officer and director), RMWC Real Estate Lending Fund V - GP, LLC (3 issuers, director, entity) 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: 1 new offering in the last 12 months; latest filing Oct 22, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: RMWC.

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 bankruptcy case matching the name 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 22 public filings for Rmwc and found 14 differences, 3 worth asking the sponsor about: Rmwc includes 3 deals that stopped filing before reaching their target; 4 Form Ds were filed more than 15 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 Rmwc has not run yet — it is joining a line of 56,154 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

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 + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 11:02 PM ET for 3 of 10 issuers.

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).

Searched so far: 3 of 10 issuers in this group; 7 still to be searched (9 in line). Results are added automatically.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Ballard Canyon Corp. closed
United States Bankruptcy Court, C.D. California · No. 9:87-bk-11455 · Filed Jun 8, 1987 · Closed Apr 13, 1995
Role of Ballard Canyon Corp.: Party · Outcome: Case closed 1995-04-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
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 · Website on file (rmwc.com, from the domain named after the issuer, confirmed on the homepage, filed by member CIK 2059202) — not yet read for public statements.

14 differences found between the filings for Rmwc — 3 worth asking about (compared 22 filings on Oct 24, 2026)

Note · Jun 8, 1987 – Apr 13, 1995

Bankruptcy case: Ballard Canyon Corp. — filed Jun 8, 1987

United States Bankruptcy Court, C.D. California docket "Ballard Canyon Corp." filed Jun 8, 1987, closed Apr 13, 1995. Ballard Canyon Partners, LLC (member issuer) is listed as Party ("Ballard Canyon Corp."). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Feb 24, 2017 – Jun 28, 2018

Rmwc includes 3 deals that stopped filing before reaching their target

New Gables Capital Lending II, LLC (last filing Jun 28, 2018; $0 sold of $50,000,000); RMWC CREDIT ALPHA FUND, LP (last filing Feb 22, 2018; $96,150,000 sold of $1,000,000,000); RMWC Direct Lending Fund, LP (last filing Feb 24, 2017; $59,075,000 sold of $125,000,000). 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 · Jan 1, 2012 – Apr 14, 2023

4 Form Ds were filed more than 15 days after the first sale

Form D filed 987 days after the first sale — RMWC DIRECT LENDING OPPORTUNITIES FUND IV, LP · Form D filed 2,243 days after the first sale — RMWC CREDIT ALPHA FUND, LP · Form D filed 1,579 days after the first sale — RMWC CREDIT ALPHA FUND, LP · Form D filed 1,129 days after the first sale — RMWC CREDIT ALPHA FUND, LP

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Note · Jan 1, 2012 – Apr 14, 2023

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 — RMWC DIRECT LENDING OPPORTUNITIES FUND IV, LP (latest filing Apr 14, 2023) · No amendment in the last 12 months on an offering that may still be open — RMWC Direct Lending Opportunities Fund III, LP (latest filing Nov 5, 2019) · No amendment in the last 12 months on an offering that may still be open — RMWC CREDIT ALPHA FUND, LP (latest filing Feb 22, 2018) · No amendment in the last 12 months on an offering that may still be open — RMWC Direct Lending Fund, LP (latest filing Feb 24, 2017) · No amendment in the last 12 months on an offering that may still be open — RMWC CREDIT ALPHA FUND, LP (latest filing Feb 24, 2017) · 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 · Jan 3, 2012 – Jul 31, 2012

HEATHER MERCIER is no longer listed on the Jul 31, 2012 amendment — RMWC CREDIT ALPHA FUND, LP

HEATHER MERCIER appears on the Jan 3, 2012 Form D (executive officer, promoter) but not on the Jul 31, 2012 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 · Jan 3, 2012 – Jul 31, 2012

Michael Rubenstein's role changed at RMWC CREDIT ALPHA FUND, LP: executive officer, promoter → executive officer

The Jan 3, 2012 filing lists Michael Rubenstein as executive officer, promoter; the Jul 31, 2012 Form D/A 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 3, 2012 – Jul 31, 2012

Coleman Andrews's role changed at RMWC CREDIT ALPHA FUND, LP: executive officer, promoter → executive officer

The Jan 3, 2012 filing lists Coleman Andrews as executive officer, promoter; the Jul 31, 2012 Form D/A 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 12, 2015 – Feb 24, 2017

Minimum investment changed between filings — RMWC Direct Lending Fund, LP

The Jun 12, 2015 filing lists a minimum of $10,000,000; the Feb 24, 2017 Form D/A lists $1,000,000.

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

Sources
Note · Jul 31, 2012 – Feb 3, 2015

Address moved from San Francisco, CA to Palo Alto, CA — RMWC CREDIT ALPHA FUND, LP

The people listed on the Jul 31, 2012 filing give San Francisco, CA; on the Feb 3, 2015 filing they give Palo Alto, 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 · Jan 3, 2012 – Jul 31, 2012

Address moved from Wilson, WY to San Francisco, CA — RMWC CREDIT ALPHA FUND, LP

The people listed on the Jan 3, 2012 filing give Wilson, WY; on the Jul 31, 2012 filing they give San Francisco, 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 · Jun 28, 2018

Address on file is a registered agent / shared office — New Gables Capital Lending II, LLC

The latest filing lists 135 San Lorenzo Avenue, Suite 530, Coral Gables, FL. That address is used by 7 issuers in our index (7 issuers in 5 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
Note · Feb 24, 2017 – Oct 22, 2026

Member companies were formed in 2 different states

Delaware (9), Florida (1) — out of 10 member issuers. The odd ones out: New Gables Capital Lending II, LLC (Florida).

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

Sources
Note · Feb 24, 2017 – Oct 22, 2026

Member companies list addresses in 3 different states

CA (5), NY (4), FL (1). 1 member uses a registered-agent or shared-office address: New Gables Capital Lending II, LLC (135 San Lorenzo Avenue, Suite 530, Coral Gables, FL).

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

Sources
Note · Jan 3, 2012 – Feb 22, 2018

Issuer used a different name before — RMWC CREDIT ALPHA FUND, LP

SEC records list prior names for this filer: Rocky Mountain Wealth Concepts Credit Strategies Fund II, LP. The current name on file is "RMWC CREDIT ALPHA FUND, LP".

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

Sources
What is compared

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

5. Money to insiders

3 of 13 offerings report sales commissions totalling $18,750; 0 report finder's fees; 1 reports proceeds to related persons totalling $3,400,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 22, 2026 D/A
RMWC Real Estate Lending Fund V - Hybrid Evergreen, LP
File 021-539955
$0$0$0None listed on this filingEDGAR ↗
Oct 22, 2026 D/A
RMWC Real Estate Lending Fund V - Hybrid Evergreen Feeder, LP
File 021-539944
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2025 D
Platt Canyon Partners LLC
File 021-567731
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Apr 14, 2023 D
RMWC DIRECT LENDING OPPORTUNITIES FUND IV, LP
File 021-478931
$0$0$3,400,000 (est.)
Estimated maximum annual management fee during the investment period based on aggregate commitments of $220,000,000 million.
None listed on this filingEDGAR ↗
Feb 3, 2020 D
Ballard Canyon Partners, LLC
File 021-359638
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 5, 2019 D/A
RMWC Direct Lending Opportunities Fund III, LP
File 021-306788
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2019 D
Colson Canyon Partners, LLC
File 021-332385
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jun 28, 2018 D
New Gables Capital Lending II, LLC
File 021-315722
$0$0$0N/A no CRD number reportedEDGAR ↗
Feb 22, 2018 D/A
RMWC CREDIT ALPHA FUND, LP
File 021-306050
$0$0$0None listed on this filingEDGAR ↗
Feb 24, 2017 D/A
RMWC Direct Lending Fund, LP
File 021-241633
$0$0$0None listed on this filingEDGAR ↗
Feb 24, 2017 D/A
RMWC CREDIT ALPHA FUND, LP
File 021-262202
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2015 D
RMWC CREDIT ALPHA FUND, LP
File 021-233368
$0$0$0 (est.)
THE MANAGEMENT COMPANY RECEIVES A MANAGEMENT FEE AS DESCRIBED IN THE ISSUER'S OFFERING DOCUMENTS.
None listed on this filingEDGAR ↗
Jul 31, 2012 D/A
RMWC CREDIT ALPHA FUND, LP
File 021-171048
$0$0$0 (est.)
The Management Company receives a management fee as described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
How this is counted

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 10 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

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

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 23, 2026, 11:28 PM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 11:28 PM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 11:28 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; 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. 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 ↗RC RMWC CREDIT ALPHA FUND, LPshared people, same person name on both filings, same business address, similar issuer namesPALO ALTO, CAPooled Investment Fund7$96,150,000
offering Indefinite · similar: $155,000–$5,250,000
44
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2012–2018
EDGAR ↗RD RMWC Direct Lending Fund, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesPALO ALTO, CAPooled Investment Fund2$59,075,000
offering $125,000,000 · similar: $155,000–$5,250,000
23
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2015–2017
EDGAR ↗RD RMWC Direct Lending Opportunities Fund III, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesPALO ALTO, CAPooled Investment Fund2$83,000,000
offering Indefinite · similar: $155,000–$5,250,000
51
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗NG New Gables Capital Lending II, LLCshared peopleCORAL GABLES, FLOther1$0
offering $50,000,000 · similar: $500,000–$7,000,000
0
similar: 2–14
$500,000
similar: $5,000–$50,000
2018–2018
EDGAR ↗CC Colson Canyon Partners, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesPALO ALTO, CAPooled Investment Fund1$125,000
offering $125,000 · similar: $155,000–$5,250,000
125
similar: 4–27
$1,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗BC Ballard Canyon Partners, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesPALO ALTO, CAPooled Investment Fund1$125,000
offering $125,000 · similar: $155,000–$5,250,000
125
similar: 4–27
$1,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗RD RMWC DIRECT LENDING OPPORTUNITIES FUND IV, LPshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$220,000,000
offering Indefinite · similar: $155,000–$5,250,000
103
similar: 4–27
$25,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗RR RMWC Real Estate Lending Fund V - Hybrid Evergreen, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$73,000,000
offering Indefinite · similar: $500,000–$16,420,250
81
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2025–2026
EDGAR ↗Logo RMWC Real Estate Lending Fund V - Hybrid Evergreen Feeder, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$8,000,000
offering Indefinite · similar: $500,000–$16,420,250
7
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2025–2026
EDGAR ↗PC Platt Canyon Partners LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesNEW YORK, NYREITS and Finance1$125,000
offering Indefinite · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other / 506(b) (18,678 filings); Pooled Investment Fund / 506(c) (8,096 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 ↗Oct 22, 2026RMWC Real Estate Lending Fund V - Hybrid Evergreen Feeder, LPD/APooled Investment FundIndefinite$8,000,000
EDGAR ↗Oct 22, 2026RMWC Real Estate Lending Fund V - Hybrid Evergreen, LPD/APooled Investment FundIndefinite$73,000,000
EDGAR ↗Mar 17, 2026RMWC Real Estate Lending Fund V - Hybrid Evergreen Feeder, LPD/APooled Investment FundIndefinite$1,400,000
EDGAR ↗Mar 17, 2026RMWC Real Estate Lending Fund V - Hybrid Evergreen, LPD/APooled Investment FundIndefinite$45,540,000
EDGAR ↗Dec 22, 2025Platt Canyon Partners LLCDREITS and FinanceIndefinite$125,000
EDGAR ↗Mar 5, 2025RMWC Real Estate Lending Fund V - Hybrid Evergreen Feeder, LPDPooled Investment FundIndefinite$0
EDGAR ↗Mar 5, 2025RMWC Real Estate Lending Fund V - Hybrid Evergreen, LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 14, 2023RMWC DIRECT LENDING OPPORTUNITIES FUND IV, LPDPooled Investment FundIndefinite$220,000,000
EDGAR ↗Feb 3, 2020Ballard Canyon Partners, LLCDPooled Investment Fund$125,000$125,000
EDGAR ↗Nov 5, 2019RMWC Direct Lending Opportunities Fund III, LPD/APooled Investment FundIndefinite$83,000,000
EDGAR ↗Feb 7, 2019Colson Canyon Partners, LLCDPooled Investment Fund$125,000$125,000
EDGAR ↗Jun 28, 2018New Gables Capital Lending II, LLCDOther$50,000,000$0
EDGAR ↗Mar 1, 2018RMWC Direct Lending Opportunities Fund III, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 22, 2018RMWC CREDIT ALPHA FUND, LPD/APooled Investment FundIndefinite$96,150,000
EDGAR ↗Feb 21, 2018RMWC CREDIT ALPHA FUND, LPDPooled Investment FundIndefinite$96,150,000
EDGAR ↗Feb 24, 2017RMWC Direct Lending Fund, LPD/APooled Investment Fund$125,000,000$59,075,000
EDGAR ↗Feb 24, 2017RMWC CREDIT ALPHA FUND, LPD/APooled Investment FundIndefinite$95,600,000
EDGAR ↗Apr 28, 2016RMWC CREDIT ALPHA FUND, LPDPooled Investment FundIndefinite$95,600,000
EDGAR ↗Jun 12, 2015RMWC Direct Lending Fund, LPDPooled Investment Fund$125,000,000$10,000,000
EDGAR ↗Feb 3, 2015RMWC CREDIT ALPHA FUND, LPDPooled Investment FundIndefinite$90,000,000
EDGAR ↗Jul 31, 2012RMWC CREDIT ALPHA FUND, LPD/APooled Investment Fund$1,000,000,000$2,935,000
EDGAR ↗Jan 3, 2012RMWC CREDIT ALPHA FUND, LPDPooled Investment Fund$1,000,000,000$2,900,000

Activity: 1 new offering 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 Oct 22, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2012–2018), Other (2018), Pooled Investment Fund (2019–2025). Latest offering: REITS and Finance (Dec 22, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
Coleman Andrews Coleman AndrewsExecutive Officer, Director9Jan 3, 2012 → Oct 22, 2026
Steven Fischler Steven FischlerExecutive Officer, Director5Jun 28, 2018 → Oct 22, 2026
Jonathan Cohen Jonathan CohenExecutive Officer3Mar 5, 2025 → Oct 22, 2026
RR RMWC Real Estate Lending Fund V - GP, LLC entityDirector3Mar 5, 2025 → Oct 22, 2026
NC NATHANAEL CLEMENSENExecutive Officer, Director3Feb 3, 2015 → Apr 14, 2023
R RMWC entityDirector2Mar 5, 2025 → Oct 22, 2026
NC Nate ClemensenDirector2Feb 7, 2019 → Feb 3, 2020
RD RMWC Direct Lending Fund GP, LLC entityDirector2Jun 12, 2015 → Feb 3, 2020
RD RMWC Direct Lending Opportunities Fund III GP, LLC entityDirector2Mar 1, 2018 → Nov 5, 2019
MR Michael RubensteinExecutive Officer2Jan 3, 2012 → Feb 22, 2018
RM RACHEL MARKUSExecutive Officer2Feb 3, 2015 → Feb 22, 2018
RR RMWC Real Estate Lending Fund V - Evergreen, LP entityDirector1Dec 22, 2025 → Dec 22, 2025
RM RMWC Management, Inc. entityDirector1Dec 22, 2025 → Dec 22, 2025
RD RMWC Direct Lending Opportunities Fund IV GP, LLC entityDirector1Apr 14, 2023 → Apr 14, 2023
RD RMWC Direct Lending Fund II, LP entityDirector1Feb 3, 2020 → Feb 3, 2020
RD RMWC Direct Lending Opportunities Fund III, LP entityDirector1Feb 7, 2019 → Feb 7, 2019
EA Eyal AlfiExecutive Officer1Jun 28, 2018 → Jun 28, 2018
RC RMWC CREDIT ALPHA FUND GP, LLC entityPromoter1Feb 3, 2015 → Feb 22, 2018
LF Larry FryeExecutive Officer1Jul 31, 2012 → Jul 31, 2012
RM Rocky Mountain Wealth Concepts Credit Strategies Fund II GP, LLC entityPromoter1Jul 31, 2012 → Jul 31, 2012
HM HEATHER MERCIERExecutive Officer, Promoter1Jan 3, 2012 → Jan 3, 2012

Business registration (state registry / Secretary of State)

1 of 10 issuers have a matched state registry record — records by status: revoked / administratively dissolved 1.

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)

RMWC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jul 21, 2010 · SEC file 801-71710 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $807,416,251 as reported on Form ADV filed Sep 10, 2026 (Item 5.F(2)(c)) · 11 accounts (Item 5.F(2)(f))

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

Item 11 disclosure questions as answered on Form ADV filed Sep 10, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

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

Matched on management entity listed on Form D = adviser name, same state (NY) · 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 Rmwc 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

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

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Found on the sponsor's own site

rmwc.com ↗ found on rmwc.com — domain named after the issuer; homepage names "RMWC" linkedin — linkedin — found on rmwc.com ↗ found on RMWC Real Estate Lending Fund V - Hybrid Evergreen Feeder, LP linkedin — linkedin — found on rmwc.com ↗ found on Platt Canyon Partners LLC