PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:44 AM ET

Sponsor Check › Sponsor group

SP

Sunwealth Project Pool

One sponsor team, 34 deal companies · Cambridge, MA

Grouped because: 4 shared people, 5 shared management entities, same business address (29 issuers), similar issuer names (32) (automatic match from the filings) · not the same sponsor?

34deal companies
$80.6Mreported sold
294investors
46Form D filings
2010–2025active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jan 27, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Sunwealth Project Pool is a sponsor group of 34 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, same business address; automatic match from the filings), filing 46 Form D filings between Jun 2010 and Jan 2025.

What this means One team, 34 deal companies, about 15 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: $80.6M to 294 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (31), Other Energy (2), "Other" (1). Issuers are based in MA (33), CA (1).

What this means $80.6M raised across the group, about $274K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Jonathan Abe (33 issuers, executive officer and director), Sunwealth Power, Inc. (31 issuers, executive officer and promoter, entity), Omar Blayton (30 issuers, executive officer and director), Ryan E. Dings (8 issuers, executive officer), Kevin Krachman (3 issuers, executive officer) and 43 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 Jan 27, 2025.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 46 public filings for Sunwealth Project Pool and found 19 differences, 6 worth asking the sponsor about: 32% of the money raised went to insiders; 30% of the money raised went to insiders; 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 Sunwealth Project Pool has not run yet — it is #18,036 of 39,717 in line; 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 and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Sunwealth Project Pool..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

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

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

19 differences found between the filings for Sunwealth Project Pool — 6 worth asking about (compared 46 filings on Oct 24, 2026)

Worth asking · Aug 24, 2018

32% of the money raised went to insiders — Sunwealth Project Pool 4 LLC

The Aug 24, 2018 Form D reports $554,700 sold and $175,095 of the proceeds used for payments to officers, directors or promoters. Issuer's note: "Development fee to Sunwealth Power, Inc.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Aug 24, 2018 ↗Sunwealth Project Pool 4 LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 7, 2018

30% of the money raised went to insiders — Sunwealth Project Pool 2 LLC

The Mar 7, 2018 Form D reports $703,950 sold and $211,000 of the proceeds used for payments to officers, directors or promoters. Issuer's note: "Development Fee to Sunwealth Power LLC".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Mar 7, 2018 ↗Sunwealth Project Pool 2 LLC — PartnerFacts page ↗
Sources
Worth asking · Jun 22, 2017 – Apr 7, 2023

Sunwealth Project Pool includes 16 deals that stopped filing before reaching their target

Sunwealth Solar Justice Fund LLC (last filing Apr 7, 2023; $0 sold of $60,000,000); Sunwealth Impact Debt Fund I LLC (last filing Mar 31, 2023; $0 sold of $15,000,000); Sunwealth Loan Co 12 LLC (last filing Dec 5, 2022; $0 sold of $15,000,000); Sunwealth Project Pool 24 LLC (last filing Apr 13, 2022; $0 sold of $2,000,000); Sunwealth Loan Co 11 LLC (last filing Apr 11, 2022; $830,000 sold of $15,000,000); Sunwealth Project Pool 25 LLC (last filing Jan 31, 2022; $400,000 sold of $1,000,000); and 10 more. 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.

Sunwealth Solar Justice Fund LLC — PartnerFacts page ↗Sunwealth Impact Debt Fund I LLC — PartnerFacts page ↗Sunwealth Loan Co 12 LLC — PartnerFacts page ↗Sunwealth Project Pool 24 LLC — PartnerFacts page ↗
Sources
Worth asking · May 1, 2010 – Apr 11, 2022

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

Form D filed 137 days after the first sale — Sunwealth Project Pool 21 LLC · Form D filed 245 days after the first sale — Sunwealth Loan Co 5 LLC · Form D filed 88 days after the first sale — Sunwealth Project Pool 11 LLC · Form D filed 479 days after the first sale — Sunwealth Project Pool 7 LLC · Form D filed 382 days after the first sale — Sunwealth Project Pool 8 LLC · and 18 more

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 · Dec 3, 2021 ↗Sunwealth Project Pool 21 LLC — PartnerFacts page ↗Form D · Oct 13, 2020 ↗Sunwealth Loan Co 5 LLC — PartnerFacts page ↗
Sources
Note · Mar 28, 2011 – Jan 27, 2025

10 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 — Sunwealth Power, Inc. (latest filing Jan 27, 2025) · No amendment in the last 12 months on an offering that may still be open — Sunwealth Loan Co 11 LLC (latest filing Apr 11, 2022) · No amendment in the last 12 months on an offering that may still be open — Sunwealth Project Pool 25 LLC (latest filing Jan 31, 2022) · No amendment in the last 12 months on an offering that may still be open — Sunwealth Project Pool 23 LLC (latest filing Jul 6, 2021) · No amendment in the last 12 months on an offering that may still be open — Sunwealth Project Pool 19 LLC (latest filing Jan 19, 2021) · and 5 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 · Jan 27, 2025 ↗Sunwealth Power, Inc. — PartnerFacts page ↗Form D · Apr 11, 2022 ↗Sunwealth Loan Co 11 LLC — PartnerFacts page ↗
Sources
Worth asking · Jun 10, 2019 – Jan 6, 2020

Ryan E. Dings is no longer listed on the Jan 6, 2020 amendment — Sunwealth Loan Co 4 LLC

Ryan E. Dings appears on the Jun 10, 2019 Form D (executive officer) but not on the Jan 6, 2020 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.

Form D · Jun 10, 2019 ↗Form D/A · Jan 6, 2020 ↗Ryan E. Dings — PartnerFacts page ↗Sunwealth Loan Co 4 LLC — PartnerFacts page ↗
Sources
Worth asking · Jun 25, 2010 – Mar 31, 2011

Michele Perry is no longer listed on the Mar 31, 2011 amendment — Blu Homes, Inc.

Michele Perry appears on the Jun 25, 2010 Form D (executive officer) but not on the Mar 31, 2011 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.

Form D · Jun 25, 2010 ↗Form D/A · Mar 31, 2011 ↗Michele Perry — PartnerFacts page ↗Blu Homes, Inc. — PartnerFacts page ↗
Sources
Note · Mar 5, 2018 – Oct 6, 2023

Omar Blayton's role changed at Sunwealth Power, Inc.: executive officer → executive officer, director

The Mar 5, 2018 filing lists Omar Blayton as executive officer; the Oct 6, 2023 Form D lists executive officer, director.

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.

Form D · Mar 5, 2018 ↗Form D · Oct 6, 2023 ↗Omar Blayton — PartnerFacts page ↗Sunwealth Power, Inc. — PartnerFacts page ↗
Sources
Note · Mar 9, 2012 – Jul 23, 2012

Louis Malmberg's role changed at Blu Homes, Inc.: executive officer, director → director

The Mar 9, 2012 filing lists Louis Malmberg as executive officer, director; the Jul 23, 2012 Form D lists director.

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.

Form D · Mar 9, 2012 ↗Form D · Jul 23, 2012 ↗Louis Malmberg — PartnerFacts page ↗Blu Homes, Inc. — PartnerFacts page ↗
Sources
Note · Dec 28, 2011 – Mar 9, 2012

Maura G. McCarthy's role changed at Blu Homes, Inc.: executive officer, director, promoter → executive officer, promoter

The Dec 28, 2011 filing lists Maura G. McCarthy as executive officer, director, promoter; the Mar 9, 2012 Form D lists executive officer, promoter.

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.

Form D · Dec 28, 2011 ↗Form D · Mar 9, 2012 ↗Maura G. McCarthy — PartnerFacts page ↗Blu Homes, Inc. — PartnerFacts page ↗
Sources
Note · Jun 10, 2019 – Jan 6, 2020

Offering amount changed between filings — Sunwealth Loan Co 4 LLC

The Jun 10, 2019 filing says $1,600,000 offered; the Jan 6, 2020 Form D/A says $7,690,000.

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) · Jun 10, 2019 ↗Form D/A (later) · Jan 6, 2020 ↗Sunwealth Loan Co 4 LLC — PartnerFacts page ↗
Sources
Note · Jun 25, 2010 – Mar 31, 2011

Offering amount changed between filings — Blu Homes, Inc.

The Jun 25, 2010 filing says an indefinite amount offered; the Mar 31, 2011 Form D/A says $7,400,000.

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) · Jun 25, 2010 ↗Form D/A (later) · Mar 31, 2011 ↗Blu Homes, Inc. — PartnerFacts page ↗
Sources
Note · Jun 25, 2010 – Aug 24, 2018

5 people are written more than one way across the filings

Sunwealth Power, Inc. is written 2 different ways on the filings · Jonathan Abe is written 2 different ways on the filings · William M. Haney is written 2 different ways on the filings · Timothy J. Disney is written 2 different ways on the filings · Ryan E. Dings 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 · Jun 19, 2017 ↗Form D · Aug 24, 2018 ↗Sunwealth Power, Inc. — PartnerFacts page ↗Form D · May 2, 2016 ↗
Sources
Note · Jun 25, 2010 – Dec 24, 2014

Industry group changed between filings — Blu Homes, Inc.

"Construction" (Jun 25, 2010 to Jun 20, 2013); then "Other" (Dec 24, 2014 to Jan 2, 2015).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Jun 25, 2010 ↗Form D · Dec 24, 2014 ↗Blu Homes, Inc. — PartnerFacts page ↗
Sources
Note · Mar 5, 2018 – Oct 6, 2023

Address moved from Somerville, MA to Cambridge, MA — Sunwealth Power, Inc.

The people listed on the Mar 5, 2018 filing give Somerville, MA; on the Oct 6, 2023 filing they give Cambridge, MA.

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 · Mar 5, 2018 ↗Form D · Oct 6, 2023 ↗Sunwealth Power, Inc. — PartnerFacts page ↗
Sources
Note · Jun 20, 2013 – Dec 24, 2014

Address moved from Waltham, MA to Vallejo, CA — Blu Homes, Inc.

The people listed on the Jun 20, 2013 filing give Waltham, MA; on the Dec 24, 2014 filing they give Vallejo, 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.

Form D · Jun 20, 2013 ↗Form D · Dec 24, 2014 ↗Blu Homes, Inc. — PartnerFacts page ↗
Sources
Note · May 2, 2016 – Mar 7, 2018

4 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — Sunwealth Project Pool 2 LLC · Address on file is a registered agent / shared office — Sunwealth Note Pool 1 LLC · Address on file is a registered agent / shared office — Sunwealth Project Pool 1 LLC · Address on file is a registered agent / shared office — PSM Solar MA 2 LLC

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D · Mar 7, 2018 ↗Sunwealth Project Pool 2 LLC — PartnerFacts page ↗Form D · Jun 22, 2017 ↗Sunwealth Note Pool 1 LLC — PartnerFacts page ↗
Sources
Note · Jan 2, 2015 – Jan 27, 2025

Member companies list addresses in 2 different states

MA (33), CA (1). 4 members use a registered-agent or shared-office address: PSM Solar MA 2 LLC (C/O Psm Clean Energy, 1 Broadway, Fl 14, Cambridge, MA); Sunwealth Project Pool 1 LLC (28 Dane Street, Somerville, MA); Sunwealth Note Pool 1 LLC (28 Dane Street, Somerville, MA); Sunwealth Project Pool 2 LLC (28 Dane Street, Somerville, 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.

Sunwealth Project Pool — sponsor group page ↗PSM Solar MA 2 LLC — PartnerFacts page ↗Sunwealth Project Pool 1 LLC — PartnerFacts page ↗Sunwealth Note Pool 1 LLC — PartnerFacts page ↗
Sources
Note · Mar 5, 2018 – Jan 27, 2025

Issuer used a different name before — Sunwealth Power, Inc.

SEC records list prior names for this filer: Sunwealth LLC (formed in 2014 and converted to corporation in 2018). The current name on file is "Sunwealth Power, Inc.".

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

EDGAR filer page ↗Sunwealth Power, Inc. — 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. As of Oct 24, 2026.

5. Money to insiders

6 of 43 offerings report sales commissions totalling $37,939; 2 report finder's fees totalling $3,861,800; 5 report proceeds to related persons totalling $1,486,095. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 27, 2025 D
Sunwealth Power, Inc.
File 021-536359
$0$0$0None listed on this filingEDGAR ↗
May 8, 2024 D
Sunwealth Solar Catalyst Fund LLC
File 021-512678
$0$0$0None listed on this filingEDGAR ↗
Oct 6, 2023 D
Sunwealth Power, Inc.
File 021-494028
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2023 D
Sunwealth Solar Justice Fund LLC
File 021-478230
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2023 D
Sunwealth Impact Debt Fund I LLC
File 021-477586
$0$0$0None listed on this filingEDGAR ↗
Dec 5, 2022 D
Sunwealth Loan Co 12 LLC
File 021-466593
$0$0$0None listed on this filingEDGAR ↗
Apr 13, 2022 D
Sunwealth Project Pool 24 LLC
File 021-441610
$0$0$0None listed on this filingEDGAR ↗
Apr 11, 2022 D
Sunwealth Loan Co 11 LLC
File 021-441226
$0$0$0None listed on this filingEDGAR ↗
Jan 31, 2022 D
Sunwealth Project Pool 25 LLC
File 021-431500
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2021 D
Sunwealth Loan Co 10 LLC
File 021-423519
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2021 D
Sunwealth Project Pool 21 LLC
File 021-423575
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2021 D
Sunwealth Project Pool 22 LLC
File 021-423581
$0$0$0None listed on this filingEDGAR ↗
Sep 8, 2021 D
Sunwealth Loan Co 9 LLC
File 021-412633
$0$0$0None listed on this filingEDGAR ↗
Jul 6, 2021 D
Sunwealth Project Pool 23 LLC
File 021-405267
$0$0$0None listed on this filingEDGAR ↗
May 10, 2021 D
Sunwealth Project Pool 20 LLC
File 021-398843
$0$0$0None listed on this filingEDGAR ↗
Jan 19, 2021 D
Sunwealth Project Pool 19 LLC
File 021-386676
$0$0$0None listed on this filingEDGAR ↗
Dec 17, 2020 D
Sunwealth Loan Co 8 LLC
File 021-383575
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2020 D
Sunwealth Loan Co 7 LLC
File 021-382101
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2020 D
Sunwealth Loan Co 5 LLC
File 021-377682
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2020 D
Sunwealth Project Pool 17 LLC
File 021-373685
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2020 D
Sunwealth Loan Co 6 LLC
File 021-373689
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2020 D
Sunwealth Project Pool 11 LLC
File 021-357326
$2,000$0$0Eric Grunebaum BrokerCheck CRD 6593435 ↗
via Bequia Securities, LLC (CRD 285783 ↗)
EDGAR ↗
Jan 7, 2020 D
Sunwealth Project Pool 12 LLC
File 021-357364
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2020 D/A
Sunwealth Loan Co 4 LLC
File 021-341501
$25,650$0$0Eric Grunebaum BrokerCheck CRD 6593435 ↗
via Bequia Securities, LLC (CRD 285783 ↗)
EDGAR ↗
Jan 6, 2020 D
Sunwealth Project Pool 9 LLC
File 021-357225
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2020 D
Sunwealth Project Pool 10 LLC
File 021-357229
$1,600$0$0Eric Grunebaum BrokerCheck CRD 6593435 ↗
via Bequia Securities, LLC (CRD 285783 ↗)
EDGAR ↗
Jan 6, 2020 D
Sunwealth Project Pool 8 LLC
File 021-357218
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2020 D
Sunwealth Project Pool 7 LLC
File 021-357220
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2018 D
Sunwealth Note Pool 2 LLC
File 021-321183
$4,400$0$0Eric Grunebaum BrokerCheck CRD 6593435 ↗
via Bequia Securities, LLC (CRD 285783 ↗)
EDGAR ↗
Aug 24, 2018 D
Sunwealth Project Pool 4 LLC
File 021-320025
$2,600$0$175,095
Development fee to Sunwealth Power, Inc.
Eric Grunebaum BrokerCheck CRD 6593435 ↗
via Bequia Securities, LLC (CRD 285783 ↗)
EDGAR ↗
Mar 7, 2018 D
Sunwealth Project Pool 2 LLC
File 021-307140
$0$0$211,000
Development Fee to Sunwealth Power LLC
None listed on this filingEDGAR ↗
Mar 5, 2018 D
Sunwealth Power, Inc.
File 021-306930
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2017 D
Sunwealth Note Pool 1 LLC
File 021-289299
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2017 D
Sunwealth Project Pool 1 LLC
File 021-289025
$0$0$0None listed on this filingEDGAR ↗
May 2, 2016 D
PSM Solar MA 2 LLC
File 021-262411
$1,689$0$0WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 2, 2015 D/A
Blu Homes, Inc.
File 021-230873
$0$1,000,000$0More than five (5) Associated Persons no CRD number reported
via JMP Securities LLC (CRD 22208 ↗)
EDGAR ↗
Jun 20, 2013 D
Blu Homes, Inc.
File 021-198353
$0$2,861,800 (est.)$0More than Five (5) Associated Persons no CRD number reported
via JMP Securities LLC (CRD 22208 ↗)
EDGAR ↗
Sep 10, 2012 D
Blu Homes, Inc.
File 021-183871
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2012 D
Blu Homes, Inc.
File 021-181621
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2012 D
Blu Homes, Inc.
File 021-174638
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2011 D
Blu Homes, Inc.
File 021-170810
$0$0$450,000 (est.)
Estimated portion of salaries payable to Executive Officers from gross proceeds.
None listed on this filingEDGAR ↗
May 16, 2011 D
Blu Homes, Inc.
File 021-159897
$0$0$450,000 (est.)
Estimated portion of salaries payable to Executive Officers from gross proceeds.
None listed on this filingEDGAR ↗
Mar 31, 2011 D/A
Blu Homes, Inc.
File 021-144076
$0$0$200,000 (est.)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 34 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, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Sunwealth Project Pool in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM 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 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). 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 2014–2026); 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: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 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 ↗BH Blu Homes, Inc.shared peopleVALLEJO, CAOther10$48,455,002
offering $35,000,000 · similar: $500,000–$7,000,000
17
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2010–2015
EDGAR ↗PS PSM Solar MA 2 LLCshared peopleCAMBRIDGE, MAOther Energy1$168,900
offering $168,900 · similar: $2,999,996–$15,250,000
9
similar: 1–11
$10,000
similar: $10,000–$100,000
2016–2016
EDGAR ↗SP Sunwealth Project Pool 1 LLCshared people, shared management entity, similar issuer namesSOMERVILLE, MAPooled Investment Fund1$450,000
offering $450,000 · similar: $155,000–$5,250,000
2
similar: 4–27
$50,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗SN Sunwealth Note Pool 1 LLCshared people, shared management entity, similar issuer namesSOMERVILLE, MAPooled Investment Fund1$790,000
offering $5,000,000 · similar: $155,000–$5,250,000
24
similar: 4–27
$50,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗SP Sunwealth Power, Inc.shared people, same business address, similar issuer namesCAMBRIDGE, MAOther Energy3$10,000,000
offering $2,500,000 · similar: $1,000,000–$16,613,798
12
similar: 2–13
$2,500
similar: $10,000–$100,000
2018–2025
EDGAR ↗SP Sunwealth Project Pool 2 LLCshared people, shared management entity, similar issuer namesSOMERVILLE, MAPooled Investment Fund1$703,950
offering $703,950 · similar: $155,000–$5,250,000
3
similar: 4–27
$50,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗SP Sunwealth Project Pool 4 LLCshared people, shared management entity, same business address, similar issuer namesSOMERVILLE, MAPooled Investment Fund1$554,700
offering $554,700 · similar: $155,000–$5,250,000
5
similar: 4–27
$10,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗SN Sunwealth Note Pool 2 LLCshared people, shared management entity, same business address, similar issuer namesSOMERVILLE, MAPooled Investment Fund1$3,100,000
offering $3,100,000 · similar: $155,000–$5,250,000
53
similar: 4–27
$10,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗SL Sunwealth Loan Co 4 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund2$7,690,000
offering $7,690,000 · similar: $155,000–$5,250,000
90
similar: 4–27
$10,000
similar: $1,000–$100,000
2019–2020
EDGAR ↗SP Sunwealth Project Pool 10 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$2,056,300
offering $2,056,300 · similar: $155,000–$5,250,000
17
similar: 4–27
$5,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SP Sunwealth Project Pool 9 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$532,500
offering $532,500 · similar: $155,000–$5,250,000
1
similar: 4–27
$50,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SP Sunwealth Project Pool 8 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$1,171,550
offering $1,171,550 · similar: $155,000–$5,250,000
1
similar: 4–27
$50,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SP Sunwealth Project Pool 7 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$926,500
offering $926,500 · similar: $155,000–$5,250,000
1
similar: 4–27
$50,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SP Sunwealth Project Pool 11 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$696,170
offering $696,170 · similar: $155,000–$5,250,000
5
similar: 4–27
$35,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SP Sunwealth Project Pool 12 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$4,044,600
offering $4,044,600 · similar: $155,000–$5,250,000
1
similar: 4–27
$50,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SL Sunwealth Loan Co 6 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $20,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$10,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SP Sunwealth Project Pool 17 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $5,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$50,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SL Sunwealth Loan Co 5 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$3,535,000
offering $3,535,000 · similar: $155,000–$5,250,000
32
similar: 4–27
$25,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SL Sunwealth Loan Co 7 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $20,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$10,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SL Sunwealth Loan Co 8 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $20,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$25,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗SP Sunwealth Project Pool 19 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$500,000
offering $5,000,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗SP Sunwealth Project Pool 20 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$2,500,000
offering $2,500,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$50,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗SP Sunwealth Project Pool 23 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$400,000
offering $5,000,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$50,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗SL Sunwealth Loan Co 9 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $15,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$25,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗SL Sunwealth Loan Co 10 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $15,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$25,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗SP Sunwealth Project Pool 21 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$2,500,000
offering $2,500,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗SP Sunwealth Project Pool 22 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $2,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗SP Sunwealth Project Pool 25 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$400,000
offering $1,000,000 · similar: $155,000–$5,250,000
3
similar: 4–27
$50,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗SL Sunwealth Loan Co 11 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$830,000
offering $15,000,000 · similar: $155,000–$5,250,000
13
similar: 4–27
$25,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗SP Sunwealth Project Pool 24 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $2,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$50,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗SL Sunwealth Loan Co 12 LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $15,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$25,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗SI Sunwealth Impact Debt Fund I LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $15,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$25,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗SS Sunwealth Solar Justice Fund LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$0
offering $60,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$25,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗SS Sunwealth Solar Catalyst Fund LLCshared people, shared management entity, same business address, similar issuer namesCAMBRIDGE, MAPooled Investment Fund1$10,000,000
offering $10,000,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$25,000
similar: $1,000–$100,000
2024–2024

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); Other Energy / 506(c) (115 filings); Pooled Investment Fund / 506(b) (83,801 filings); Other Energy / 506(b) (1,000 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 ↗Jan 27, 2025Sunwealth Power, Inc.DOther Energy$2,500,000$2,000,000
EDGAR ↗May 8, 2024Sunwealth Solar Catalyst Fund LLCDPooled Investment Fund$10,000,000$10,000,000
EDGAR ↗Oct 6, 2023Sunwealth Power, Inc.DOther Energy$10,000,000$10,000,000
EDGAR ↗Apr 7, 2023Sunwealth Solar Justice Fund LLCDPooled Investment Fund$60,000,000$0
EDGAR ↗Mar 31, 2023Sunwealth Impact Debt Fund I LLCDPooled Investment Fund$15,000,000$0
EDGAR ↗Dec 5, 2022Sunwealth Loan Co 12 LLCDPooled Investment Fund$15,000,000$0
EDGAR ↗Apr 13, 2022Sunwealth Project Pool 24 LLCDPooled Investment Fund$2,000,000$0
EDGAR ↗Apr 11, 2022Sunwealth Loan Co 11 LLCDPooled Investment Fund$15,000,000$830,000
EDGAR ↗Jan 31, 2022Sunwealth Project Pool 25 LLCDPooled Investment Fund$1,000,000$400,000
EDGAR ↗Dec 3, 2021Sunwealth Project Pool 22 LLCDPooled Investment Fund$2,000,000$0
EDGAR ↗Dec 3, 2021Sunwealth Project Pool 21 LLCDPooled Investment Fund$2,500,000$2,500,000
EDGAR ↗Dec 3, 2021Sunwealth Loan Co 10 LLCDPooled Investment Fund$15,000,000$0
EDGAR ↗Sep 8, 2021Sunwealth Loan Co 9 LLCDPooled Investment Fund$15,000,000$0
EDGAR ↗Jul 6, 2021Sunwealth Project Pool 23 LLCDPooled Investment Fund$5,000,000$400,000
EDGAR ↗May 10, 2021Sunwealth Project Pool 20 LLCDPooled Investment Fund$2,500,000$2,500,000
EDGAR ↗Jan 19, 2021Sunwealth Project Pool 19 LLCDPooled Investment Fund$5,000,000$500,000
EDGAR ↗Dec 17, 2020Sunwealth Loan Co 8 LLCDPooled Investment Fund$20,000,000$0
EDGAR ↗Dec 3, 2020Sunwealth Loan Co 7 LLCDPooled Investment Fund$20,000,000$0
EDGAR ↗Oct 13, 2020Sunwealth Loan Co 5 LLCDPooled Investment Fund$3,535,000$3,535,000
EDGAR ↗Aug 20, 2020Sunwealth Loan Co 6 LLCDPooled Investment Fund$20,000,000$0
EDGAR ↗Aug 20, 2020Sunwealth Project Pool 17 LLCDPooled Investment Fund$5,000,000$0
EDGAR ↗Jan 7, 2020Sunwealth Project Pool 12 LLCDPooled Investment Fund$4,044,600$4,044,600
EDGAR ↗Jan 7, 2020Sunwealth Project Pool 11 LLCDPooled Investment Fund$696,170$696,170
EDGAR ↗Jan 6, 2020Sunwealth Loan Co 4 LLCD/APooled Investment Fund$7,690,000$7,690,000
EDGAR ↗Jan 6, 2020Sunwealth Project Pool 7 LLCDPooled Investment Fund$926,500$926,500
EDGAR ↗Jan 6, 2020Sunwealth Project Pool 8 LLCDPooled Investment Fund$1,171,550$1,171,550
EDGAR ↗Jan 6, 2020Sunwealth Project Pool 10 LLCDPooled Investment Fund$2,056,300$2,056,300
EDGAR ↗Jan 6, 2020Sunwealth Project Pool 9 LLCDPooled Investment Fund$532,500$532,500
EDGAR ↗Jun 10, 2019Sunwealth Loan Co 4 LLCDPooled Investment Fund$1,600,000$1,600,000
EDGAR ↗Sep 12, 2018Sunwealth Note Pool 2 LLCDPooled Investment Fund$3,100,000$3,100,000
EDGAR ↗Aug 24, 2018Sunwealth Project Pool 4 LLCDPooled Investment Fund$554,700$554,700
EDGAR ↗Mar 7, 2018Sunwealth Project Pool 2 LLCDPooled Investment Fund$703,950$703,950
EDGAR ↗Mar 5, 2018Sunwealth Power, Inc.DOther Energy$700,000$550,000
EDGAR ↗Jun 22, 2017Sunwealth Note Pool 1 LLCDPooled Investment Fund$5,000,000$790,000
EDGAR ↗Jun 19, 2017Sunwealth Project Pool 1 LLCDPooled Investment Fund$450,000$450,000
EDGAR ↗May 2, 2016PSM Solar MA 2 LLCDOther Energy$168,900$168,900
EDGAR ↗Jan 2, 2015Blu Homes, Inc.D/AOther$35,000,000$35,000,000
EDGAR ↗Dec 24, 2014Blu Homes, Inc.DOther$35,000,000$21,675,000
EDGAR ↗Jun 20, 2013Blu Homes, Inc.DConstruction$80,000,000$48,455,002
EDGAR ↗Sep 10, 2012Blu Homes, Inc.DConstruction$1,969,927$1,969,927
EDGAR ↗Jul 23, 2012Blu Homes, Inc.DConstruction$1,000,000$1,000,000
EDGAR ↗Mar 9, 2012Blu Homes, Inc.DConstruction$5,100,000$5,100,000
EDGAR ↗Dec 28, 2011Blu Homes, Inc.DConstruction$10,000,000$7,000,000
EDGAR ↗May 16, 2011Blu Homes, Inc.DConstruction$20,000,000$12,550,000
EDGAR ↗Mar 31, 2011Blu Homes, Inc.D/AConstruction$7,400,000$7,400,000
EDGAR ↗Jun 25, 2010Blu Homes, Inc.DConstructionIndefinite$6,900,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jan 27, 2025. Industry history, as reported on each offering's latest filing: Previous offerings: Construction (2010–2013), Other (2014), Other Energy (2016), Pooled Investment Fund (2017), Other Energy (2018), Pooled Investment Fund (2018–2023), Other Energy (2023), Pooled Investment Fund (2024). Latest offering: Other Energy (Jan 27, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
JA Jonathan AbeExecutive Officer, Director33May 2, 2016 → Jan 27, 2025
SP Sunwealth Power, Inc. entityExecutive Officer, Promoter31Jun 19, 2017 → May 8, 2024
OB Omar BlaytonExecutive Officer, Director30Mar 5, 2018 → Jan 27, 2025
RD Ryan E. DingsExecutive Officer8Dec 28, 2011 → Jun 10, 2019
SH Sunwealth Holdco 3 LLC entityExecutive Officer3Jan 6, 2020 → Jan 7, 2020
KK Kevin KrachmanExecutive Officer3May 2, 2016 → Jun 22, 2017
SH Sunwealth Holdco 11 LLC entityExecutive Officer2Jul 6, 2021 → Apr 13, 2022
SH Sunwealth Holdco 7 LLC entityExecutive Officer2Aug 20, 2020 → Jan 19, 2021
SH Sunwealth Holdco 2 LLC entityExecutive Officer, Promoter2Aug 24, 2018 → Jan 6, 2020
HB Henri-Claude BaillyDirector1Mar 5, 2018 → Jan 27, 2025
MP Matthew PicarsicDirector1Mar 5, 2018 → Jan 27, 2025
MC Matthew ColemanDirector1Oct 6, 2023 → Jan 27, 2025
CG Charley GouldExecutive Officer1Oct 6, 2023 → Jan 27, 2025
MF Michael FerranteDirector1Oct 6, 2023 → Jan 27, 2025
AF Aisha FrancisDirector1Oct 6, 2023 → Oct 6, 2023
SH Sunwealth Holdco 13 LLC entityExecutive Officer1Jan 31, 2022 → Jan 31, 2022
SH Sunwealth Holdco 10 LLC entityExecutive Officer1Dec 3, 2021 → Dec 3, 2021
SH Sunwealth Holdco 9 LLC entityExecutive Officer1Dec 3, 2021 → Dec 3, 2021
SH Sunwealth Holdco 8 LLC entityExecutive Officer1May 10, 2021 → May 10, 2021
SH Sunwealth Holdco 5 LLC entityExecutive Officer1Jan 7, 2020 → Jan 7, 2020
SH Sunwealth Holdco 4 LLC entityExecutive Officer1Jan 6, 2020 → Jan 6, 2020
SH Sunwealth Holdco 1 LLC entityExecutive Officer, Promoter1Mar 7, 2018 → Mar 7, 2018
TR Thomas RinglerDirector1Mar 5, 2018 → Mar 5, 2018
AK Andrew KaretskyDirector1Mar 5, 2018 → Mar 5, 2018
SH Sunwealth Holdco I LLC entityExecutive Officer, Promoter1Jun 19, 2017 → Jun 19, 2017
JB Jonathan BondDirector1Dec 24, 2014 → Jan 2, 2015
ML Marie LangloisDirector1Jun 25, 2010 → Jan 2, 2015
MM Maura G. McCarthyExecutive Officer, Promoter1Jun 25, 2010 → Jan 2, 2015
WH William M. HaneyExecutive Officer, Director, Promoter1Jun 25, 2010 → Jan 2, 2015
RD Robert DavenportDirector1Mar 9, 2012 → Jan 2, 2015
AB Andrew BedfordDirector1Mar 31, 2011 → Jan 2, 2015
JA John AdamsDirector1Mar 31, 2011 → Jan 2, 2015
WB Woody BellExecutive Officer1Dec 24, 2014 → Jan 2, 2015
GM Gary MartellExecutive Officer1Jun 20, 2013 → Jan 2, 2015
KH Kaitlin Burek HaggertyExecutive Officer1Dec 24, 2014 → Jan 2, 2015
JP John PilkinExecutive Officer1Jun 20, 2013 → Jan 2, 2015
TD Timothy J. DisneyDirector1Jun 25, 2010 → Jan 2, 2015
DM Dennis MichaudExecutive Officer1Jun 25, 2010 → Jun 20, 2013
RK Robert KranenburgExecutive Officer1Dec 28, 2011 → Jun 20, 2013
LM Louis MalmbergDirector1Mar 9, 2012 → Jun 20, 2013
TC T. Brett ChisholmExecutive Officer1Mar 9, 2012 → Jun 20, 2013
KD Karl DaubmannExecutive Officer1Jul 23, 2012 → Jun 20, 2013
AY Albert YanExecutive Officer1Jun 20, 2013 → Jun 20, 2013
DH Diana P. HelfrichExecutive Officer1Jun 20, 2013 → Jun 20, 2013
MM Michael McCaffreyExecutive Officer1Dec 28, 2011 → Mar 9, 2012
JS Jacob SilberExecutive Officer1Jun 25, 2010 → May 16, 2011
TH Trevor HuffardExecutive Officer1Jun 25, 2010 → Mar 31, 2011
MP Michele PerryExecutive Officer1Jun 25, 2010 → Jun 25, 2010

Business registration (state registry / Secretary of State)

None of the 30 issuers (first 30 of 34 issuers checked; each issuer page has its own record) has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

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

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Sunwealth Project Pool 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 Sunwealth Project Pool's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #308,394 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: CAMBRIDGE), MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗Massachusetts MassCourts ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗Massachusetts Secretary of State business search ↗OpenCorporates ↗