PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:20 AM ET

Sponsor Check › Sponsor group

S

Southocean

One sponsor team, 42 deal companies · Fort Lauderdale, FL

Grouped because: 12 shared people, 8 shared management entities, same business address (36 issuers), similar issuer names (32) (automatic match from the filings) · not the same sponsor?

42deal companies
$886.5Mreported sold
1,420investors
59Form D filings
2014–2026active
3new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 20, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: Oct 24, 2026, 12:04 AM ET

The short version

Southocean is a sponsor group of 42 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names, same person name on both filings; automatic match from the filings), filing 59 Form D filings between Mar 2014 and Oct 2026.

What this means One team, 42 deal companies, about 12 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: $886.5M to 1,420 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (28), Residential (13), Other Health Care (1). Issuers are based in FL (23), CT (17), MA (2).

What this means $886.5M raised across the group, about $624K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Timothy E. Bannon (24 issuers, executive officer, director, and promoter), David Horvitz (21 issuers, executive officer, director, and promoter), David Roth (18 issuers, executive officer, director, and promoter), Marc C. Bergschneider (16 issuers, executive officer, director, and promoter), Starboard Capital Partners, LLC (14 issuers, executive officer, entity) and 31 more.

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

Activity: 3 new offerings in the last 12 months; latest filing Oct 20, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: SOUTHOCEAN CAPITAL PARTNERS, LLC.

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 the newest 50 of 59 public filings for Southocean and found 17 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; 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 Southocean has not run yet — it is joining a line of 51,974 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 24, 2026, 12:04 AM ET for 4 of 42 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: 4 of 42 issuers in this group; 38 still to be searched. Results are added automatically.

3. Bankruptcies

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

Switchyard Associates v. CV Properties, Inc. closed
United States Bankruptcy Court, D. Vermont · No. 99-01028 · Filed Apr 12, 1999 · Closed Feb 8, 2000
Role of CV Properties, Inc.: Defendant · Outcome: Case closed 2000-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in VT (not the issuer's state); different legal form (inc vs llc)
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 · No website is on file for this sponsor group yet.

17 differences found between the filings for Southocean — 5 worth asking about (compared the newest 50 of 59 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 26, 2015 – Oct 30, 2015

Amount sold went down between filings — SO District Co-Invest, LLC

The Oct 26, 2015 filing says $6,582,000 sold; the Oct 30, 2015 Form D/A says $2,072,219 sold — $4,509,781 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Oct 26, 2015 ↗Form D/A (later) · Oct 30, 2015 ↗SO District Co-Invest, LLC — PartnerFacts page ↗
Sources
Worth asking · Oct 26, 2015 – Oct 30, 2015

Investor count went down between filings — SO District Co-Invest, LLC

The Oct 26, 2015 filing reports 18 investors; the Oct 30, 2015 Form D/A reports 8 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · Oct 26, 2015 ↗Form D/A (later) · Oct 30, 2015 ↗SO District Co-Invest, LLC — PartnerFacts page ↗
Sources
Worth asking · Nov 21, 2017 – Jan 24, 2024

Southocean includes 3 deals that stopped filing before reaching their target

CV/PRIMARY BAYSIDE LLC (last filing Jan 24, 2024; $2,600,000 sold of $10,000,000); SouthOcean Real Estate Partners III, LLC (last filing Apr 4, 2018; $0 sold of $125,000,000); SO VTC II Co-Invest, LLC (last filing Nov 21, 2017; $1,550,000 sold of $5,904,750). 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.

CV/PRIMARY BAYSIDE LLC — PartnerFacts page ↗SouthOcean Real Estate Partners III, LLC — PartnerFacts page ↗SO VTC II Co-Invest, LLC — PartnerFacts page ↗
Sources
Worth asking · Sep 3, 2015 – Feb 3, 2025

11 other issuers file from the same address — 11 member issuers (SouthOcean Real Estate Partners, LLC; SouthOcean Private Credit Partners, LP; SouthOcean Private Equity Partners, LP; …)

The address on file, 401 E. Las Olas Blvd., Suite 2220, Fort Lauderdale, FL, is used by 22 issuers in our index across 3 sponsor groups; 11 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

SouthOcean Real Estate Partners, LLC — PartnerFacts page ↗SouthOcean Private Credit Partners, LP — PartnerFacts page ↗SouthOcean Private Equity Partners, LP — PartnerFacts page ↗EDGAR filer page · SouthOcean Real Estate Partners, LLC ↗
Sources
Note · Mar 5, 2021 – Feb 24, 2026

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

Form D filed 26 days after the first sale — Starboard-TP LLC · Form D filed 16 days after the first sale — SO V Vero & I-Drive Co-Invest, LLC · Form D filed 46 days after the first sale — CVPD Boynton LLC · Form D filed 24 days after the first sale — CVPD Bayside LLC · Form D filed 21 days after the first sale — SouthOcean Real Estate Partners V, LLC

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

Form D · Feb 24, 2026 ↗Starboard-TP LLC — PartnerFacts page ↗Form D · Oct 5, 2023 ↗SO V Vero & I-Drive Co-Invest, LLC — PartnerFacts page ↗
Sources
Note · May 29, 2015 – Apr 23, 2025

27 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 — SO VI Estero Co-Invest, LLC (latest filing Apr 23, 2025) · No amendment in the last 12 months on an offering that may still be open — SouthOcean Real Estate Partners VI, LLC (latest filing Feb 3, 2025) · No amendment in the last 12 months on an offering that may still be open — CV/PRIMARY BAYSIDE LLC (latest filing Jan 24, 2024) · No amendment in the last 12 months on an offering that may still be open — SOCP NR Partners, LLC (latest filing Jan 11, 2024) · No amendment in the last 12 months on an offering that may still be open — SouthOcean Real Estate Partners V, LLC (latest filing Mar 28, 2022) · and 22 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.

Form D · Apr 23, 2025 ↗SO VI Estero Co-Invest, LLC — PartnerFacts page ↗Form D/A · Feb 3, 2025 ↗SouthOcean Real Estate Partners VI, LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 26, 2021 – Oct 20, 2026

4 people are no longer listed on a later amendment

E. SouthOcean Capital Partners, LLC is no longer listed on the Oct 20, 2026 amendment — SouthOcean Real Estate Partners VII, LLC · E. SouthOcean Real Estate Manager VII, LLC is no longer listed on the Oct 20, 2026 amendment — SouthOcean Real Estate Partners VII, LLC · David Roth is no longer listed on the Feb 3, 2025 amendment — SouthOcean Real Estate Partners VI, LLC · E. SouthOcea Real Estate Manager V, LLC is no longer listed on the Mar 28, 2022 amendment — SouthOcean Real Estate Partners V, LLC

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D · Jun 1, 2026 ↗Form D/A · Oct 20, 2026 ↗E. SouthOcean Capital Partners, LLC — PartnerFacts page ↗SouthOcean Real Estate Partners VII, LLC — PartnerFacts page ↗
Sources
Note · Oct 5, 2023 – Oct 18, 2023

Offering amount lowered between filings — SO V Vero & I-Drive Co-Invest, LLC

The Oct 5, 2023 filing says $23,000,000 offered; the Oct 18, 2023 Form D/A says $21,398,000.

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

Form D (earlier) · Oct 5, 2023 ↗Form D/A (later) · Oct 18, 2023 ↗SO V Vero & I-Drive Co-Invest, LLC — PartnerFacts page ↗
Sources
Note · May 19, 2021 – Jan 21, 2022

Offering amount changed between filings — SOCP NR Partners, LLC

The May 19, 2021 filing says $10,033,000 offered; the Jan 21, 2022 Form D/A says an indefinite amount.

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

Form D (earlier) · May 19, 2021 ↗Form D/A (later) · Jan 21, 2022 ↗SOCP NR Partners, LLC — PartnerFacts page ↗
Sources
Note · Oct 27, 2015 – Oct 27, 2016

Offering amount changed between filings — SouthOcean Private Equity Partners, LP

The Oct 27, 2015 filing says $40,000,000 offered; the Oct 27, 2016 Form D/A says $95,000,000.

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

Form D (earlier) · Oct 27, 2015 ↗Form D/A (later) · Oct 27, 2016 ↗SouthOcean Private Equity Partners, LP — PartnerFacts page ↗
Sources
Note · Oct 27, 2015 – Oct 27, 2016

Minimum investment changed between filings — SouthOcean Private Equity Partners, LP

The Oct 27, 2015 filing lists a minimum of $1,000,000; the Oct 27, 2016 Form D/A lists $0.

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

Form D (earlier) · Oct 27, 2015 ↗Form D/A (later) · Oct 27, 2016 ↗SouthOcean Private Equity Partners, LP — PartnerFacts page ↗
Sources
Note · Oct 26, 2015 – Apr 23, 2025

4 people are written more than one way across the filings

Linda H. Roth is written 2 different ways on the filings · David Horvitz is written 2 different ways on the filings · Marc C. Bergschneider is written 2 different ways on the filings · Richard A. Galvin is written 2 different ways on the filings

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D/A · Feb 3, 2025 ↗Form D · Apr 23, 2025 ↗Linda H. Roth — PartnerFacts page ↗Form D · Oct 26, 2015 ↗
Sources
Note · Jul 10, 2019 – Jan 24, 2024

Address moved from Southport, CT to Fort Lauderdale, FL — CV/PRIMARY BAYSIDE LLC

The people listed on the Jul 10, 2019 filing give Southport, CT; on the Jan 24, 2024 filing they give Fort Lauderdale, FL.

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.

Form D · Jul 10, 2019 ↗Form D · Jan 24, 2024 ↗CV/PRIMARY BAYSIDE LLC — PartnerFacts page ↗
Sources
Note · Jul 2, 2019

Address on file is a registered agent / shared office — CV Morrissey, LLC

The latest filing lists 451 D Street, Boston, MA. That address is used by 8 issuers in our index (8 issuers in 7 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.

Form D · Jul 2, 2019 ↗CV Morrissey, LLC — PartnerFacts page ↗
Sources
Note · Mar 20, 2014 – Oct 20, 2026

Member companies were formed in 3 different states

Connecticut (16), Florida (14), Delaware (12) — out of 42 member issuers. The odd ones out: SouthOcean Real Estate Partners, LLC (Delaware); SouthOcean Private Credit Partners, LP (Delaware); SouthOcean Private Equity Partners, LP (Delaware); SO District Co-Invest, LLC (Florida); SouthOcean Real Estate Partners II, LLC (Delaware); SO Davis Co-Invest, 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.

Southocean — sponsor group page ↗SouthOcean Real Estate Partners, LLC — PartnerFacts page ↗SouthOcean Private Credit Partners, LP — PartnerFacts page ↗SouthOcean Private Equity Partners, LP — PartnerFacts page ↗
Sources
Note · Mar 20, 2014 – Oct 20, 2026

Member companies list addresses in 3 different states

FL (23), CT (17), MA (2). 1 member uses a registered-agent or shared-office address: CV Morrissey, LLC (451 D Street, Boston, MA).

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.

Southocean — sponsor group page ↗CV Morrissey, LLC — PartnerFacts page ↗CV D Street Hotels LLC — PartnerFacts page ↗CV 451 D Street LLC — PartnerFacts page ↗
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. We compared the newest 50 of 59 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 45 offerings report sales commissions totalling $625,000; 0 report finder's fees; 2 report proceeds to related persons totalling $472,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 20, 2026 D/A
SouthOcean Real Estate Partners VII, LLC
File 021-585770
$0$0$0None listed on this filingEDGAR ↗
Feb 24, 2026 D
Starboard-TP LLC
File 021-574483
$0$0$0None listed on this filingEDGAR ↗
Nov 13, 2025 D
SO VI Sunset Key Co-Invest, LLC
File 021-563928
$0$0$0None listed on this filingEDGAR ↗
Apr 23, 2025 D
SO VI Estero Co-Invest, LLC
File 021-544285
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2025 D/A
SouthOcean Real Estate Partners VI, LLC
File 021-489368
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2024 D
CV/PRIMARY BAYSIDE LLC
File 021-503318
$0$0$0None listed on this filingEDGAR ↗
Jan 11, 2024 D/A
SOCP NR Partners, LLC
File 021-399929
$0$0$100,000 (est.)
Estimated mgmt fees (1.0%) payable during 1st year of the investment period of the Issuer based on aggregate commitments of $10000000. Add'l fees are payable for the remainder of the term of the Issuer as described in Issuer confidential offg materials
None listed on this filingEDGAR ↗
Oct 18, 2023 D/A
SO V Vero & I-Drive Co-Invest, LLC
File 021-493939
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2022 D
SO V Addison Park Co-Invest, LLC
File 021-462265
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2022 D
CVPD Bayside LLC
File 021-451748
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2022 D
CVPD Boynton LLC
File 021-451752
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2022 D/A
SouthOcean Real Estate Partners V, LLC
File 021-393687
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2021 D
SO V Mallory Co-Invest, LLC
File 021-417575
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed made from the proceeds of the offering, including management fees; amounts of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
May 28, 2021 D
CV PROPERTIES, LLC
File 021-401091
$0$0$372,000
A portion of the proceeds will fund operating expenses of Issuer, and a portion of those expenses will be used to compensate persons named in Item 3.
None listed on this filingEDGAR ↗
May 26, 2021 D
STARBOARD-CV, LLC
File 021-400783
$0$0$0None listed on this filingEDGAR ↗
Aug 26, 2020 D
SOCP WPV, LLC
File 021-374188
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed made from the proceeds of the offering, including management fees; amounts of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Mar 17, 2020 D
SO Raleigh-Durham Holdings, LLC
File 021-363057
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed made from the proceeds of the offering, including management fees; amounts of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Nov 15, 2019 D
SO Magnolia Co-Invest, LLC
File 021-353531
$0$0$0 (est.)
Certain persons name in Item 3 or affiliate(s) thereof may receive payments deemed made from the proceeds of the offering, including management fees; amounts of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Oct 30, 2019 D/A
SouthOcean Real Estate Partners IV, LLC
File 021-349985
$0$0$0None listed on this filingEDGAR ↗
Aug 14, 2019 D
SO Boulder Holdings, LLC
File 021-346585
$0$0$0
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed made from the proceeds of the offering, including management fees; amounts of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Jul 10, 2019 D
CV/PRIMARY BAYSIDE LLC
File 021-343858
$0$0$0None listed on this filingEDGAR ↗
Jul 2, 2019 D
CV Morrissey, LLC
File 021-343281
$0$0$0None listed on this filingEDGAR ↗
Feb 4, 2019 D
Starboard PursueCare, LLC
File 021-332065
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2019 D
PAI Holding Co LLC
File 021-331589
$0$0$0
Some offering proceeds may be utilized to fund executive officer salaries. The amount of such utilization has not yet been determined.
None listed on this filingEDGAR ↗
Aug 29, 2018 D
SO Sun Valley Holdings, LLC
File 021-320310
$25,000 (est.)$0$0
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed made from the proceeds of the offering, including management fees; amounts of such payments cannot be estimated at this time.
Equus Financial Consulting, LLC BrokerCheck CRD 131449 ↗EDGAR ↗
Jul 27, 2018 D
Starboard Theraplay, LLC
File 021-317975
$0$0$0None listed on this filingEDGAR ↗
Jul 18, 2018 D
Starboard Apothecare, LLC
File 021-317174
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2018 D
CV 105 West First Street, LLC
File 021-311076
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2018 D
SouthOcean Real Estate Partners III, LLC
File 021-309338
$300,000$0$0
Equus Financial Consulting, LLC shall receive a referral fee of 1.25% of the first $10,000,000 of accepted capital commitments, 1.75% of the next $10,000,000 accepted capital commitments, and 1.6% of approved capital commitments in excess of $20,000,000.
Equus Financial Consulting, LLC BrokerCheck CRD 131449 ↗
via Equus Financial Consulting, LLC (CRD 131449 ↗)
EDGAR ↗
Nov 21, 2017 D
SO VTC II Co-Invest, LLC
File 021-299248
$0$0$0
Does not include payment (i) to an affiliate of Manager of annual management fee equal to 0.625% of aggregate capital contributions and (ii) to Manager of 10% of cash distributions after members receive a return of capital plus a preferred return of 8%.
None listed on this filingEDGAR ↗
Aug 8, 2017 D
CV-Haymarket Hotel LLC
File 021-292361
$0$0$0None listed on this filingEDGAR ↗
May 12, 2017 D
CV Properties Predevelopment Fund, LLC
File 021-286665
$0$0$0None listed on this filingEDGAR ↗
Nov 7, 2016 D
Starboard Theraplay, LLC
File 021-273887
$0$0$0None listed on this filingEDGAR ↗
Oct 27, 2016 D/A
SouthOcean Private Equity Partners, LP
File 021-250139
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees as provided in the Issuer's offering documents.
EQUUS FINANCIAL CONSULTING LLC BrokerCheck CRD 131449 ↗EDGAR ↗
Sep 9, 2016 D
Starboard - ProBrass, LLC
File 021-270374
$0$0$0None listed on this filingEDGAR ↗
Sep 7, 2016 D
SO Davis Co-Invest, LLC
File 021-270201
$0$0$0
Does not include payment (i) to an affiliate of Manager of annual management fee equal to 0.625% of aggregate capital contributions and (ii) to Manager of 10% of cash distributions after members receive a return of capital plus a preferred return of 9%.
None listed on this filingEDGAR ↗
Sep 6, 2016 D/A
SouthOcean Real Estate Partners II, LLC
File 021-262832
$300,000 (est.)$0$0Equus Financial Consulting, LLC BrokerCheck CRD 131449 ↗
via Equus Financial Consulting, LLC (CRD 131449 ↗)
EDGAR ↗
Mar 22, 2016 D/A
SouthOcean Private Credit Partners, LP
File 021-241523
$0$0$0 (est.)
The General Partner (or its affiliate) receives a management fee in an amount equal to a specified percentage of assets under management and/or incentive allocation.
Phillip T. Davidson Jr. BrokerCheck CRD 4194088 ↗
via Equus Financial Consulting LLC (CRD 131449 ↗)

Thomas R. DellaCamera BrokerCheck CRD 4956378 ↗
via Equus Financial Consulting LLC (CRD 131449 ↗)
EDGAR ↗
Dec 23, 2015 D
Starboard Theraplay, LLC
File 021-253731
$0$0$0None listed on this filingEDGAR ↗
Oct 30, 2015 D/A
SO District Co-Invest, LLC
File 021-250074
$0$0$0
Does not include payment (i) to an affiliate of Manager of annual management fee equal to 0.625% of aggregate capital contributions and (ii) to Manager of 10% of cash distributions after members receive a return of capital plus a preferred return of 9%.
None listed on this filingEDGAR ↗
Sep 3, 2015 D/A
SouthOcean Real Estate Partners, LLC
File 021-224109
$0$0$0
As disclosed in the confidential private placement memorandum, the managing member is entitled to performance participation/carried interest and the investment manager is entitled to a management fee.
None listed on this filingEDGAR ↗
May 29, 2015 D
Starboard QDiscovery, LLC
File 021-240746
$0$0$0None listed on this filingEDGAR ↗
Mar 27, 2015 D
Starboard - Brite-Line, LLC
File 021-236763
$0$0$0None listed on this filingEDGAR ↗
Nov 18, 2014 D
CV 451 D Street LLC
File 021-228597
$0$0$0None listed on this filingEDGAR ↗
Mar 20, 2014 D
CV D Street Hotels LLC
File 021-213973
$0$0$0None 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 42 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 Southocean 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, 11:47 PM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 11:47 PM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 11:47 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 ↗CD CV D Street Hotels LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$1,870,000
offering Indefinite · similar: $155,000–$5,250,000
17
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2014
EDGAR ↗SR SouthOcean Real Estate Partners, LLCshared people, same person name on both filings, same business address, similar issuer namesFORT LAUDERDALE, FLPooled Investment Fund2$80,000,000
offering $80,000,000 · similar: $155,000–$5,250,000
72
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2014–2015
EDGAR ↗C4 CV 451 D Street LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$610,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2014
EDGAR ↗SB Starboard - Brite-Line, LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$225,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗SQ Starboard QDiscovery, LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$126,000
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗SP SouthOcean Private Credit Partners, LPshared management entity, same business address, similar issuer namesFORT LAUDERDALE, FLPooled Investment Fund2$48,100,000
offering $80,000,000 · similar: $155,000–$5,250,000
33
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2015–2016
EDGAR ↗SD SO District Co-Invest, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesFORT LAUDERDALE, FLResidential2$6,582,000
offering $6,582,000 · similar: $1,675,000–$12,980,153
18
similar: 5–37
$10,000
similar: $25,000–$86,942
2015–2015
EDGAR ↗SP SouthOcean Private Equity Partners, LPshared management entity, same business address, similar issuer namesFORT LAUDERDALE, FLPooled Investment Fund2$80,000,000
offering $95,000,000 · similar: $155,000–$5,250,000
38
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2016
EDGAR ↗ST Starboard Theraplay, LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund3$498,000
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2018
EDGAR ↗SR SouthOcean Real Estate Partners II, LLCshared people, same person name on both filings, shared management entity, similar issuer namesFORT LAUDERDALE, FLPooled Investment Fund2$68,636,000
offering $125,000,000 · similar: $155,000–$5,250,000
67
similar: 4–27
$200,000
similar: $1,000–$100,000
2016–2016
EDGAR ↗SD SO Davis Co-Invest, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesFORT LAUDERDALE, FLResidential1$6,316,000
offering $6,316,000 · similar: $1,675,000–$12,980,153
24
similar: 5–37
$10,000
similar: $25,000–$86,942
2016–2016
EDGAR ↗SP Starboard - ProBrass, LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$1,810,000
offering Indefinite · similar: $155,000–$5,250,000
29
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗CP CV Properties Predevelopment Fund, LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$1,500,000
offering $2,500,000 · similar: $155,000–$5,250,000
12
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗CH CV-Haymarket Hotel LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$1,450,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗SV SO VTC II Co-Invest, LLCshared people, same person name on both filings, same business address, similar issuer namesFORT LAUDERDALE, FLResidential1$1,550,000
offering $5,904,750 · similar: $1,675,000–$12,980,153
10
similar: 5–37
$10,000
similar: $25,000–$86,942
2017–2017
EDGAR ↗SR SouthOcean Real Estate Partners III, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesFORT LAUDERDALE, FLPooled Investment Fund1$0
offering $125,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$200,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗C1 CV 105 West First Street, LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$1,377,206
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗SA Starboard Apothecare, LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$1,665,000
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗SS SO Sun Valley Holdings, LLCshared people, same person name on both filings, same business addressFORT LAUDERDALE, FLResidential1$17,096,516
offering $17,096,516 · similar: $1,675,000–$12,980,153
34
similar: 5–37
$3,500
similar: $25,000–$86,942
2018–2018
EDGAR ↗PH PAI Holding Co LLCshared peopleESSEX, CTOther Health Care1$1,131,000
offering $1,500,000 · similar: $829,831–$9,999,998
7
similar: 2–15
No minimum reported
similar: $10,000–$54,310
2019–2019
EDGAR ↗SP Starboard PursueCare, LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$247,500
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗CM CV Morrissey, LLCshared people, shared management entity, similar issuer namesBoston, MAPooled Investment Fund1$1,789,574
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗CP CV/PRIMARY BAYSIDE LLCshared people, shared management entity, same business address, similar issuer namesSouthport, CTPooled Investment Fund2$2,600,000
offering $10,000,000 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2024
EDGAR ↗SB SO Boulder Holdings, LLCshared people, same person name on both filings, same business addressFort Lauderdale, FLResidential1$21,650,785
offering $29,851,047 · similar: $1,675,000–$12,980,153
37
similar: 5–37
$100,000
similar: $25,000–$86,942
2019–2019
EDGAR ↗SR SouthOcean Real Estate Partners IV, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesFORT LAUDERDALE, FLPooled Investment Fund2$81,838,800
offering $150,000,000 · similar: $155,000–$5,250,000
59
similar: 4–27
$200,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗SM SO Magnolia Co-Invest, LLCshared people, same person name on both filings, same business addressFORT LAUDERDALE, FLResidential1$10,855,000
offering $10,855,000 · similar: $1,675,000–$12,980,153
39
similar: 5–37
$100,000
similar: $25,000–$86,942
2019–2019
EDGAR ↗SR SO Raleigh-Durham Holdings, LLCshared people, same person name on both filings, same business addressFORT LAUDERDALE, FLResidential1$10,119,545
offering $13,959,090 · similar: $1,675,000–$12,980,153
46
similar: 5–37
$100,000
similar: $25,000–$86,942
2020–2020
EDGAR ↗SW SOCP WPV, LLCshared people, same person name on both filings, same business address, similar issuer namesFORT LAUDERDALE, FLResidential1$12,360,000
offering $12,360,000 · similar: $1,675,000–$12,980,153
33
similar: 5–37
$50,000
similar: $25,000–$86,942
2020–2020
EDGAR ↗SR SouthOcean Real Estate Partners V, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesFORT LAUDERDALE, FLPooled Investment Fund2$136,528,000
offering Indefinite · similar: $155,000–$5,250,000
151
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2021–2022
EDGAR ↗SN SOCP NR Partners, LLCshared people, same person name on both filings, same business address, similar issuer namesFORT LAUDERDALE, FLPooled Investment Fund4$30,740,000
offering Indefinite · similar: $155,000–$5,250,000
35
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2024
EDGAR ↗SC STARBOARD-CV, LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$206,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗CP CV PROPERTIES, LLCshared people, shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$4,500,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SV SO V Mallory Co-Invest, LLCshared people, same person name on both filings, same business addressFORT LAUDERDALE, FLResidential1$13,262,565
offering $13,262,565 · similar: $1,675,000–$12,980,153
63
similar: 5–37
$100,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗CB CVPD Boynton LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$271,500
offering $271,500 · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗CB CVPD Bayside LLCshared people, shared management entity, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$374,000
offering $374,000 · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗SV SO V Addison Park Co-Invest, LLCshared people, same person name on both filings, same business addressFORT LAUDERDALE, FLResidential1$10,410,828
offering $10,410,828 · similar: $1,675,000–$12,980,153
76
similar: 5–37
$100,000
similar: $25,000–$86,942
2022–2022
EDGAR ↗SR SouthOcean Real Estate Partners VI, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesFORT LAUDERDALE, FLPooled Investment Fund3$133,320,000
offering Indefinite · similar: $155,000–$5,250,000
155
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2025
EDGAR ↗SV SO V Vero & I-Drive Co-Invest, LLCshared peopleFT. LAUDERDALE, FLResidential2$21,398,000
offering $21,398,000 · similar: $1,675,000–$12,980,153
64
similar: 5–37
$100,000
similar: $25,000–$86,942
2023–2023
EDGAR ↗SV SO VI Estero Co-Invest, LLCshared people, same person name on both filings, same business addressFORT LAUDERDALE, FLResidential1$8,512,000
offering $12,180,000 · similar: $1,675,000–$12,980,153
41
similar: 5–37
$100,000
similar: $25,000–$86,942
2025–2025
EDGAR ↗SV SO VI Sunset Key Co-Invest, LLCshared people, same person name on both filings, same business addressFort Lauderdale, FLResidential1$16,000,000
offering $16,000,000 · similar: $1,675,000–$12,980,153
52
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2025–2025
EDGAR ↗ST Starboard-TP LLCshared people, same business address, similar issuer namesSOUTHPORT, CTPooled Investment Fund1$925,000
offering $1,100,000 · similar: $155,000–$5,250,000
8
similar: 4–27
$25,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗SR SouthOcean Real Estate Partners VII, LLCshared people, same person name on both filings, shared management entity, similar issuer namesFT. LAUDERDALE, FLPooled Investment Fund2$55,465,000
offering Indefinite · similar: $155,000–$5,250,000
85
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Residential / 506(b) (4,183 filings); Other Health Care / 506(b) (4,189 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 20, 2026SouthOcean Real Estate Partners VII, LLCD/APooled Investment FundIndefinite$55,465,000
EDGAR ↗Jun 1, 2026SouthOcean Real Estate Partners VII, LLCDPooled Investment FundIndefinite$42,515,000
EDGAR ↗Feb 24, 2026Starboard-TP LLCDPooled Investment Fund$1,100,000$925,000
EDGAR ↗Nov 13, 2025SO VI Sunset Key Co-Invest, LLCDResidential$16,000,000$16,000,000
EDGAR ↗Apr 23, 2025SO VI Estero Co-Invest, LLCDResidential$12,180,000$8,512,000
EDGAR ↗Feb 3, 2025SouthOcean Real Estate Partners VI, LLCD/APooled Investment FundIndefinite$133,320,000
EDGAR ↗Aug 7, 2024SouthOcean Real Estate Partners VI, LLCD/APooled Investment FundIndefinite$101,470,000
EDGAR ↗Jan 24, 2024CV/PRIMARY BAYSIDE LLCDPooled Investment Fund$10,000,000$120,000
EDGAR ↗Jan 11, 2024SOCP NR Partners, LLCD/APooled Investment FundIndefinite$30,740,000
EDGAR ↗Oct 18, 2023SO V Vero & I-Drive Co-Invest, LLCD/AResidential$21,398,000$21,398,000
EDGAR ↗Oct 5, 2023SO V Vero & I-Drive Co-Invest, LLCDResidential$23,000,000$21,398,000
EDGAR ↗Aug 10, 2023SouthOcean Real Estate Partners VI, LLCDPooled Investment FundIndefinite$97,145,000
EDGAR ↗Jan 23, 2023SOCP NR Partners, LLCD/APooled Investment FundIndefinite$30,740,000
EDGAR ↗Oct 19, 2022SO V Addison Park Co-Invest, LLCDResidential$10,410,828$10,410,828
EDGAR ↗Jul 11, 2022CVPD Boynton LLCDPooled Investment Fund$271,500$271,500
EDGAR ↗Jul 11, 2022CVPD Bayside LLCDPooled Investment Fund$374,000$374,000
EDGAR ↗Mar 28, 2022SouthOcean Real Estate Partners V, LLCD/APooled Investment FundIndefinite$136,528,000
EDGAR ↗Jan 21, 2022SOCP NR Partners, LLCD/APooled Investment FundIndefinite$15,280,000
EDGAR ↗Oct 19, 2021SO V Mallory Co-Invest, LLCDResidential$13,262,565$13,262,565
EDGAR ↗May 28, 2021CV PROPERTIES, LLCDPooled Investment FundIndefinite$4,500,000
EDGAR ↗May 26, 2021STARBOARD-CV, LLCDPooled Investment FundIndefinite$206,000
EDGAR ↗May 19, 2021SOCP NR Partners, LLCDPooled Investment Fund$10,033,000$10,033,000
EDGAR ↗Mar 26, 2021SouthOcean Real Estate Partners V, LLCDPooled Investment FundIndefinite$101,668,000
EDGAR ↗Aug 26, 2020SOCP WPV, LLCDResidential$12,360,000$12,360,000
EDGAR ↗Mar 17, 2020SO Raleigh-Durham Holdings, LLCDResidential$13,959,090$10,119,545
EDGAR ↗Nov 15, 2019SO Magnolia Co-Invest, LLCDResidential$10,855,000$10,855,000
EDGAR ↗Oct 30, 2019SouthOcean Real Estate Partners IV, LLCD/APooled Investment Fund$150,000,000$81,838,800
EDGAR ↗Sep 30, 2019SouthOcean Real Estate Partners IV, LLCDPooled Investment Fund$150,000,000$0
EDGAR ↗Aug 14, 2019SO Boulder Holdings, LLCDResidential$29,851,047$21,650,785
EDGAR ↗Jul 10, 2019CV/PRIMARY BAYSIDE LLCDPooled Investment FundIndefinite$2,600,000
EDGAR ↗Jul 2, 2019CV Morrissey, LLCDPooled Investment FundIndefinite$1,789,574
EDGAR ↗Feb 4, 2019Starboard PursueCare, LLCDPooled Investment FundIndefinite$247,500
EDGAR ↗Jan 29, 2019PAI Holding Co LLCDOther Health Care$1,500,000$1,131,000
EDGAR ↗Aug 29, 2018SO Sun Valley Holdings, LLCDResidential$17,096,516$17,096,516
EDGAR ↗Jul 27, 2018Starboard Theraplay, LLCDPooled Investment FundIndefinite$56,883
EDGAR ↗Jul 18, 2018Starboard Apothecare, LLCDPooled Investment FundIndefinite$1,665,000
EDGAR ↗Apr 26, 2018CV 105 West First Street, LLCDPooled Investment FundIndefinite$1,377,206
EDGAR ↗Apr 4, 2018SouthOcean Real Estate Partners III, LLCDPooled Investment Fund$125,000,000$0
EDGAR ↗Nov 21, 2017SO VTC II Co-Invest, LLCDResidential$5,904,750$1,550,000
EDGAR ↗Aug 8, 2017CV-Haymarket Hotel LLCDPooled Investment FundIndefinite$1,450,000
EDGAR ↗May 12, 2017CV Properties Predevelopment Fund, LLCDPooled Investment Fund$2,500,000$1,500,000
EDGAR ↗Nov 7, 2016Starboard Theraplay, LLCDPooled Investment FundIndefinite$100,000
EDGAR ↗Oct 27, 2016SouthOcean Private Equity Partners, LPD/APooled Investment Fund$95,000,000$80,000,000
EDGAR ↗Sep 9, 2016Starboard - ProBrass, LLCDPooled Investment FundIndefinite$1,810,000
EDGAR ↗Sep 7, 2016SO Davis Co-Invest, LLCDResidential$6,316,000$6,316,000
EDGAR ↗Sep 6, 2016SouthOcean Real Estate Partners II, LLCD/APooled Investment Fund$125,000,000$68,636,000
EDGAR ↗May 10, 2016SouthOcean Real Estate Partners II, LLCDPooled Investment Fund$125,000,000$0
EDGAR ↗Mar 22, 2016SouthOcean Private Credit Partners, LPD/APooled Investment Fund$80,000,000$48,100,000
EDGAR ↗Dec 23, 2015Starboard Theraplay, LLCDPooled Investment FundIndefinite$498,000
EDGAR ↗Oct 30, 2015SO District Co-Invest, LLCD/AResidential$6,582,000$2,072,219
EDGAR ↗Oct 27, 2015SouthOcean Private Equity Partners, LPDPooled Investment Fund$40,000,000$40,000,000
EDGAR ↗Oct 26, 2015SO District Co-Invest, LLCDResidential$6,582,000$6,582,000
EDGAR ↗Sep 3, 2015SouthOcean Real Estate Partners, LLCD/APooled Investment Fund$80,000,000$80,000,000
EDGAR ↗Jun 11, 2015SouthOcean Private Credit Partners, LPDPooled Investment Fund$80,000,000$45,600,000
EDGAR ↗May 29, 2015Starboard QDiscovery, LLCDPooled Investment FundIndefinite$126,000
EDGAR ↗Mar 27, 2015Starboard - Brite-Line, LLCDPooled Investment FundIndefinite$225,000
EDGAR ↗Nov 18, 2014CV 451 D Street LLCDPooled Investment FundIndefinite$610,000
EDGAR ↗Sep 4, 2014SouthOcean Real Estate Partners, LLCDPooled Investment Fund$80,000,000$76,600,000
EDGAR ↗Mar 20, 2014CV D Street Hotels LLCDPooled Investment FundIndefinite$1,870,000

Activity: 3 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 Oct 20, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2014–2015), Residential (2015), Pooled Investment Fund (2015–2016), Residential (2016), Pooled Investment Fund (2016–2017), Residential (2017), Pooled Investment Fund (2018), Residential (2018), Other Health Care (2019), Pooled Investment Fund (2019), Residential (2019), Pooled Investment Fund (2019), Residential (2019–2020), Pooled Investment Fund (2021), Residential (2021), Pooled Investment Fund (2022), Residential (2022), Pooled Investment Fund (2023), Residential (2023), Pooled Investment Fund (2024), Residential (2025). Latest offering: Pooled Investment Fund (2026; most recent Jun 1, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
TB Timothy E. BannonExecutive Officer, Promoter, Director24Sep 4, 2014 → Oct 20, 2026
DH David HorvitzExecutive Officer, Promoter, Director21Sep 4, 2014 → Oct 20, 2026
DR David RothExecutive Officer, Promoter, Director18Sep 4, 2014 → Aug 7, 2024
MB Marc C. BergschneiderExecutive Officer, Director, Promoter16Mar 20, 2014 → Feb 24, 2026
SC Starboard Capital Partners, LLC entityExecutive Officer14Mar 20, 2014 → May 26, 2021
RG Richard A. GalvinExecutive Officer10Mar 20, 2014 → Jan 24, 2024
CP CV Properties, LLC entityExecutive Officer, Promoter6Mar 20, 2014 → Jul 2, 2019
ES E. SouthOcean Capital Partners, LLC entityPromoter5May 10, 2016 → Feb 3, 2025
JB Jackie BellowsExecutive Officer, Promoter4Sep 30, 2019 → Oct 20, 2026
WH William A. HoffmanExecutive Officer4May 28, 2021 → Jan 24, 2024
SB SOCP Boston Member, LLC entityExecutive Officer4May 28, 2021 → Jan 24, 2024
SD Sean DeGroatExecutive Officer4May 28, 2021 → Jan 24, 2024
RJ Richard JohnsExecutive Officer, Promoter4Sep 4, 2014 → Sep 7, 2016
SC SouthOcean Capital Partners, LLC entityPromoter, Executive Officer3Jun 11, 2015 → Oct 20, 2026
LR Linda H. RothDirector, Executive Officer3Feb 3, 2025 → Nov 13, 2025
CP CV Properties, LLC entityExecutive Officer3Jul 10, 2019 → Jan 24, 2024
SR Sean ReynoldsExecutive Officer, Promoter2Nov 13, 2025 → Oct 20, 2026
AK Adam KowalskiExecutive Officer2Apr 23, 2025 → Nov 13, 2025
SC SouthOcean Capital Partners GP, LLC entityExecutive Officer, Promoter2Jun 11, 2015 → Oct 27, 2016
SR SouthOcean Real Estate Manager, LLC entityPromoter2Oct 26, 2015 → Sep 7, 2016
SR SouthOcean Real Estate Manager VII, LLC entityPromoter1Jun 1, 2026 → Oct 20, 2026
ES E. SouthOcean Real Estate Manager VI, LLC entityPromoter1Aug 10, 2023 → Feb 3, 2025
NB Ned BannonExecutive Officer, Director1Oct 5, 2023 → Oct 18, 2023
ES E. SouthOcean Real Estate Manager V, LLC entityPromoter1Mar 28, 2022 → Mar 28, 2022
ES E. SouthOcea Real Estate Manager V, LLC entityPromoter1Mar 26, 2021 → Mar 26, 2021
JB Jaclyn BellowsExecutive Officer, Promoter1Nov 15, 2019 → Nov 15, 2019
ES E. SouthOcean Real Estate Manager IV, LLC entityPromoter1Sep 30, 2019 → Oct 30, 2019
WD W. Robert DahlDirector1Jan 29, 2019 → Jan 29, 2019
EM Edgardo MercadanteExecutive Officer, Director, Promoter1Jan 29, 2019 → Jan 29, 2019
TM Thomas MenighanExecutive Officer, Director, Promoter1Jan 29, 2019 → Jan 29, 2019
NM Nicholas MercadanteExecutive Officer, Director1Jan 29, 2019 → Jan 29, 2019
ES E. SouthOcean Real Estate Manager III, LLC entityPromoter1Apr 4, 2018 → Apr 4, 2018
SR SouthOcean Real Estate Manager II, LLC entityPromoter1Nov 21, 2017 → Nov 21, 2017
ES E. SouthOcean Real Estate Manager II, LLC entityPromoter1May 10, 2016 → Sep 6, 2016
ES Edward SouthOcean Capital Partners LLC entityPromoter1Sep 4, 2014 → Sep 3, 2015
ES Edward SouthOcean Real Estate Manager, LLC entityPromoter1Sep 4, 2014 → Sep 3, 2015

Business registration (state registry / Secretary of State)

23 of 30 issuers (first 30 of 42 issuers checked; each issuer page has its own record) have a matched state registry record — records by status: active 10 · dissolved 6 · revoked / administratively dissolved 6 · forfeited 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); 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)

SOUTHOCEAN CAPITAL PARTNERS, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Sep 17, 2014 · SEC file 801-80327 · Main office: FT. LAUDERDALE, FL · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $575,262,443 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 17 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/southocean-capital-partners ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 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 (FL) · 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, 10:53 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Southocean 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 Southocean's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #160,459 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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