Sage is a sponsor group of 3 issuers that PartnerFacts links to one sponsor (shared people, same business address; automatic match from the filings), filing 3 Form D filings between Dec 2016 and Aug 2017.
What this means One team, 3 deal companies, about 1 year 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: $35.2M to 88 investors (latest filing per issuer). Industries as reported: Lodging and Conventions (2), Commercial (1). Issuers are based in CO (3).
What this means $35.2M raised across the group, about $400K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.
Principal people: Michael Everett (3 issuers, executive officer and promoter), Walter L. Isenberg (3 issuers, executive officer, director, and promoter), Zachary Neumeyer (3 issuers, executive officer, director, and promoter), Harris White (2 issuers, executive officer and promoter), C. Harris White (1 issuer, promoter) and 3 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 15, 2017.
What this means No new raise filed in the past year.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 4 bankruptcy cases matching the name listed in Key records below.
What this means 4 records 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 3 public filings for Sage and found 4 differences: Last filing Feb 28, 2017 with 41% of the target sold; No amendment in the last 12 months on an offering that may still be open; 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.