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

Sponsor Check › Sponsor group

C

Chase

One sponsor team, 11 deal companies · New York, NY

Grouped because: 6 shared people, 4 shared management entities, same business address (9 issuers), similar issuer names (11) (automatic match from the filings) · not the same sponsor?

11deal companies
$278.4Mreported sold
468investors
14Form D filings
2011–2025active
0new, last 12 mo
Follow this sponsor groupLook further ↓

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

Chase is a sponsor group of 11 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 14 Form D filings between Aug 2011 and May 2025.

What this means One team, 11 deal companies, about 14 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $278.4M to 468 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (11). Issuers are based in NY (6), OH (5).

What this means $278.4M raised across the group, about $595K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Andrew Kline (10 issuers, executive officer and director), Yoel Mayerfeld (8 issuers, executive officer and director), Glenn Fuhrman (6 issuers, executive officer), James Rothschild (6 issuers, executive officer), TACPP General Partner, LLC (6 issuers, executive officer, director, and promoter, entity) and 9 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 May 23, 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) — 14 court cases matching the name, 10 bankruptcy cases matching the name listed in Key records below.

What this means 24 records came back, including 4 court cases still open — open cases can take years and cost money. 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 14 public filings for Chase and found 7 differences, 3 worth asking the sponsor about: 4 court cases name Chase; 20 other issuers file from the same address; 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 Chase has not run yet — it is joining a line of 52,691 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

14 cases: 4 open, 6 closed (disposition not in docket feed), 4 dismissed

Wentworth v. Chase Inc open matched at sponsor-group level (Chase)
District Court, N.D. Georgia · No. 1:25-cv-04694 · Filed Aug 19, 2025
Role of Chase Inc: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in GA (not the issuer's state)
CHASE CORPORATION v. QUINT BAREFOOT open matched at sponsor-group level (Chase)
District Court, M.D. North Carolina · No. 1:24-cv-00351 · Filed Apr 26, 2024 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of CHASE CORPORATION: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state)
Zappia v. Chase Corporation closed matched at sponsor-group level (Chase)
District Court, S.D. New York · No. 1:23-cv-08411 · Filed Sep 22, 2023 · Closed Oct 3, 2023
Role of Chase Corporation: Defendant · Outcome: Terminated 2023-10-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY)
McDaniel v. Chase Corporation closed matched at sponsor-group level (Chase)
District Court, S.D. New York · No. 1:23-cv-08064 · Filed Sep 12, 2023 · Closed Oct 10, 2023
Role of Chase Corporation: Defendant · Outcome: Terminated 2023-10-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY)
Wang v. Chase Corporation closed matched at sponsor-group level (Chase)
District Court, S.D. New York · No. 1:23-cv-07953 · Filed Sep 8, 2023 · Closed Oct 2, 2023
Role of Chase Corporation: Defendant · Outcome: Terminated 2023-10-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY)
O'Dell v. Chase Corporation closed matched at sponsor-group level (Chase)
District Court, S.D. New York · No. 1:23-cv-07744 · Filed Aug 31, 2023 · Closed Oct 2, 2023 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Chase Corporation: Defendant · Outcome: Terminated 2023-10-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY)
Potter v. Chase, LLC closed matched at sponsor-group level (Chase)
District Court, S.D. Florida · No. 0:16-cv-61687 · Filed Jul 15, 2016 · Closed Jul 15, 2016
Role of Chase, LLC: Defendant · Outcome: Terminated 2016-07-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Potter v. Chase, LLC dismissed matched at sponsor-group level (Chase)
District Court, S.D. Florida · No. 9:16-cv-81273 · Filed Jul 15, 2016 · Closed Nov 30, 2016 · Nature of suit: 480 Consumer credit
Role of Chase, LLC: Defendant · Outcome: Terminated 2016-11-30 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Stephen Barnett v. Chase Corporation open matched at sponsor-group level (Chase)
District Court, D. Nevada · No. 2:08-ms-00014 · Filed Feb 26, 2008
Role of Chase Corporation: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NV (not the issuer's state); filed 2008, issuer incorporated 2011
Cabrera v. Chase Corp. closed matched at sponsor-group level (Chase)
District Court, N.D. New York · No. 1:06-mc-00097 · Filed Jul 25, 2006 · Closed Nov 15, 2006
Role of Chase Corp.: Defendant · Outcome: Terminated 2006-11-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY); filed 2006, issuer incorporated 2011
CHASE, INC. v. Conocophillips Company dismissed matched at sponsor-group level (Chase)
District Court, E.D. California · No. 1:06-cv-00572 · Filed May 12, 2006 · Closed Aug 15, 2007 · Nature of suit: Contract: Franchise · Cause: 15:2801 Petroleum Marketing Practices Act
Role of CHASE, INC.: Plaintiff · Outcome: Terminated 2007-08-15 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state); filed 2006, issuer incorporated 2011
OVERLAND EXPRESS, INC. v. CHASE, INC. dismissed matched at sponsor-group level (Chase)
District Court, S.D. Indiana · No. 1:90-cv-00491 · Filed Apr 9, 1990 · Closed May 2, 1991 · Nature of suit: 450 Interstate commerce
Role of CHASE, INC.: Defendant · Outcome: Terminated 1991-05-02 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state); filed 1990, issuer incorporated 2011
CHASE INC v. L L BEAN INC dismissed matched at sponsor-group level (Chase)
District Court, W.D. New York · No. · Filed Apr 14, 1988 · Closed Jul 27, 1988 · Nature of suit: 190 Other contract actions
Role of CHASE INC: Plaintiff · Outcome: Terminated 1988-07-27 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY); filed 1988, issuer incorporated 2011
Potter v. Chase, LLC open matched at sponsor-group level (Chase)
District Court, S.D. Florida · No. 9:16-cv-61687 · Filed —
Role of Chase, LLC: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
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.

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.

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 Chase..

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

10 cases: 10 closed (disposition not in docket feed)

Chase Inc. v. Akbarpour closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, E.D. California · No. 16-01014 · Filed Feb 1, 2016 · Closed Jun 20, 2016
Role of Chase Inc.: Plaintiff · Outcome: Case closed 2016-06-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Ferguson, Jr., Trustee v. Chase Corporation closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, M.D. North Carolina · No. 11-06050 · Filed Jul 13, 2011 · Closed Oct 3, 2011
Role of Chase Corporation: Defendant · Outcome: Case closed 2011-10-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state)
Barrera v. Washington Mutual/Chase Inc. closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, C.D. California · No. 9:10-ap-01053 · Filed Feb 17, 2010 · Closed Aug 21, 2012
Role of Chase Inc.: Defendant · Outcome: Case closed 2012-08-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Thomas Bruinsma, Chapter 7 trustee v. Chase Corporation closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, W.D. Michigan · No. 05-80940 · Filed Aug 10, 2005 · Closed Jan 30, 2006
Role of Chase Corporation: Defendant · Outcome: Case closed 2006-01-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2005, issuer incorporated 2011
Boyd v. Chase Corporation closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, W.D. Michigan · No. 05-80723 · Filed Jul 28, 2005 · Closed Feb 27, 2006
Role of Chase Corporation: Defendant · Outcome: Case closed 2006-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2005, issuer incorporated 2011
Bruinsma v. Chase Corporation closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, W.D. Michigan · No. 05-80258 · Filed Mar 13, 2005 · Closed Oct 11, 2007
Role of Chase Corporation: Defendant · Outcome: Case closed 2007-10-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2005, issuer incorporated 2011
Henry Birks Jewelers, Inc. v. Chase, Ltd. closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, District of Columbia · No. 93-10224 · Filed Apr 23, 1993 · Closed Nov 5, 1993
Role of Chase, Ltd.: Defendant · Outcome: Case closed 1993-11-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DC (not the issuer's state); filed 1993, issuer incorporated 2011
Birks International, Inc. v. Chase, LTD. closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, District of Columbia · No. 93-10056 · Filed Apr 6, 1993 · Closed Oct 19, 1993
Role of Chase, LTD.: Defendant · Outcome: Case closed 1993-10-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DC (not the issuer's state); filed 1993, issuer incorporated 2011
Whitaker v. Chase Corporation closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, M.D. Florida · No. 3:92-ap-14544 · Filed Jul 30, 1992 · Closed Sep 16, 1993
Role of Chase Corporation: Defendant · Outcome: Case closed 1993-09-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 1992, issuer incorporated 2011
Inc. Chase and Hill Furniture closed matched at sponsor-group level (Chase)
United States Bankruptcy Court, E.D. North Carolina · No. 75-40273 · Filed Dec 1, 1975 · Closed Apr 29, 1982
Role of Inc. Chase: Debtor · Outcome: Case closed 1982-04-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state); filed 1975, issuer incorporated 2011
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.

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

Worth asking · Aug 31, 2023 – Sep 22, 2023

4 court cases name Chase — 4 as defendant

By role: defendant in 4. Newest: "Zappia v. Chase Corporation" (District Court, S.D. New York, Sep 22, 2023); "McDaniel v. Chase Corporation" (District Court, S.D. New York, Sep 12, 2023); "Wang v. Chase Corporation" (District Court, S.D. New York, Sep 8, 2023). Some of these are name matches with a match estimate below 95% — check each docket.

What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.

Docket · Zappia v. Chase Corporation ↗Docket · McDaniel v. Chase Corporation ↗Docket · Wang v. Chase Corporation ↗Docket · O'Dell v. Chase Corporation ↗
Sources
Worth asking · Aug 9, 2011 – Oct 15, 2024

20 other issuers file from the same address — 2 member issuers (Chase Properties Retail Acquisition Fund I, LP; Chase Properties Retail Opportunities Fund V, LP)

The address on file, 3333 Richmond Road, Suite 320, Beachwood, OH, is used by 22 issuers in our index across 4 sponsor groups; 20 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.

Chase Properties Retail Acquisition Fund I, LP — PartnerFacts page ↗Chase Properties Retail Opportunities Fund V, LP — PartnerFacts page ↗EDGAR filer page · Chase Properties Retail Acquisition Fund I, LP ↗
Sources
Worth asking · Jul 9, 2013 – May 23, 2025

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

Form D filed 122 days after the first sale — Waynesboro TC SPV LLC · Form D filed 1,265 days after the first sale — Chase Properties Retail Opportunities Fund IV, LP · Form D filed 59 days after the first sale — TACPP Waco SPV LLC · Form D filed 19 days after the first sale — Primrose Marketplace SPV LLC · Form D filed 22 days after the first sale — Princess City SPV LLC · and 1 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 · Jan 31, 2025 ↗Waynesboro TC SPV LLC — PartnerFacts page ↗Form D · Apr 17, 2024 ↗Chase Properties Retail Opportunities Fund IV, LP — PartnerFacts page ↗
Sources
Note · Jul 9, 2013 – May 15, 2025

5 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 — TACPP LP (latest filing May 15, 2025) · No amendment in the last 12 months on an offering that may still be open — TACPP Offshore LP (latest filing May 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Chase Properties Retail Opportunities Fund V, LP (latest filing Oct 15, 2024) · No amendment in the last 12 months on an offering that may still be open — Chase Properties Retail Acquisition Fund III, LP (latest filing Jan 19, 2017) · No amendment in the last 12 months on an offering that may still be open — CHASE PROPERTIES RETAIL ACQUISITION FUND II, LP (latest filing Aug 6, 2013)

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/A · May 15, 2025 ↗TACPP LP — PartnerFacts page ↗Form D/A · May 15, 2025 ↗TACPP Offshore LP — PartnerFacts page ↗
Sources
Note · May 15, 2025

Address on file is a registered agent / shared office — TACPP LP

The latest filing lists 640 Park Avenue, New York, NY. That address is used by 7 issuers in our index (7 issuers in 6 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/A · May 15, 2025 ↗TACPP LP — PartnerFacts page ↗
Sources
Note · May 15, 2025

Address on file is a registered agent / shared office — TACPP Offshore LP

The latest filing lists 640 Park Avenue, New York, NY. That address is used by 7 issuers in our index (7 issuers in 6 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/A · May 15, 2025 ↗TACPP Offshore LP — PartnerFacts page ↗
Sources
Note · Aug 9, 2011 – May 23, 2025

Member companies list addresses in 2 different states

NY (6), OH (5). 2 members use a registered-agent or shared-office address: TACPP LP (640 Park Avenue, New York, NY); TACPP Offshore LP (640 Park Avenue, New York, NY).

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.

Chase — sponsor group page ↗TACPP LP — PartnerFacts page ↗TACPP Offshore LP — PartnerFacts page ↗Chase Properties Retail Acquisition Fund I, LP — 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

None reported on 11 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 23, 2025 D
TACPP Waco SPV LLC
File 021-547101
$0$0$0
Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
May 15, 2025 D/A
TACPP LP
File 021-513505
$0$0$0 (est.)
Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
May 15, 2025 D/A
TACPP Offshore LP
File 021-513555
$0$0$0 (est.)
Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Feb 11, 2025 D
Primrose Marketplace SPV LLC
File 021-537881
$0$0$0 (est.)
Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Jan 31, 2025 D
Waynesboro TC SPV LLC
File 021-536994
$0$0$0 (est.)
Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Oct 15, 2024 D
Chase Properties Retail Opportunities Fund V, LP
File 021-526861
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2024 D
Chase Properties Retail Opportunities Fund IV, LP
File 021-510850
$0$0$0None listed on this filingEDGAR ↗
Jan 11, 2024 D
Princess City SPV LLC
File 021-502186
$0$0$0 (est.)
Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Jan 19, 2017 D/A
Chase Properties Retail Acquisition Fund III, LP
File 021-255574
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 6, 2013 D
CHASE PROPERTIES RETAIL ACQUISITION FUND II, LP
File 021-200829
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2011 D
Chase Properties Retail Acquisition Fund I, LP
File 021-164161
$0$0$0None listed on this filingEDGAR ↗

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

Counted across all 11 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 · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 10:16 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 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). 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 ↗CP Chase Properties Retail Acquisition Fund I, LPshared people, same person name on both filings, same business address, similar issuer namesBEACHWOOD, OHPooled Investment Fund1$17,000,00041$125,0002011–2011
EDGAR ↗CP CHASE PROPERTIES RETAIL ACQUISITION FUND II, LPshared people, same person name on both filings, same business address, similar issuer namesBEACHWOOD, OHPooled Investment Fund1$24,345,00065No minimum reported2013–2013
EDGAR ↗CP Chase Properties Retail Acquisition Fund III, LPshared people, same person name on both filings, same business address, similar issuer namesBEACHWOOD, OHPooled Investment Fund2$43,377,500
offering Indefinite · similar: $155,000–$5,250,000
133
similar: 4–27
$50,000
similar: $1,000–$100,000
2016–2017
EDGAR ↗PC Princess City SPV LLCshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$7,360,000
offering $7,360,000 · similar: $155,000–$5,250,000
5
similar: 4–27
$250,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗CP Chase Properties Retail Opportunities Fund IV, LPshared people, same business address, similar issuer namesBeachwood, OHPooled Investment Fund1$43,000,000
offering $43,000,000 · similar: $155,000–$5,250,000
109
similar: 4–27
$50,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗T TACPP LPshared people, same person name on both filings, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$75,490,000
offering $200,000,000 · similar: $155,000–$5,250,000
34
similar: 4–27
$150,000
similar: $1,000–$100,000
2024–2025
EDGAR ↗TO TACPP Offshore LPshared people, same person name on both filings, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$29,125,000
offering $200,000,000 · similar: $155,000–$5,250,000
8
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2024–2025
EDGAR ↗CP Chase Properties Retail Opportunities Fund V, LPshared people, same business address, similar issuer namesBEACHWOOD, OHPooled Investment Fund1$20,915,000
offering Indefinite · similar: $155,000–$5,250,000
40
similar: 4–27
$50,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗WT Waynesboro TC SPV LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$3,800,000
offering $3,800,000 · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗PM Primrose Marketplace SPV LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$7,000,000
offering $7,000,000 · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗TW TACPP Waco SPV LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$7,000,000
offering $7,000,000 · similar: $155,000–$5,250,000
29
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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 ↗May 23, 2025TACPP Waco SPV LLCDPooled Investment Fund$7,000,000$7,000,000
EDGAR ↗May 15, 2025TACPP LPD/APooled Investment Fund$200,000,000$75,490,000
EDGAR ↗May 15, 2025TACPP Offshore LPD/APooled Investment Fund$200,000,000$29,125,000
EDGAR ↗Feb 11, 2025Primrose Marketplace SPV LLCDPooled Investment Fund$7,000,000$7,000,000
EDGAR ↗Jan 31, 2025Waynesboro TC SPV LLCDPooled Investment Fund$3,800,000$3,800,000
EDGAR ↗Oct 15, 2024Chase Properties Retail Opportunities Fund V, LPDPooled Investment FundIndefinite$20,915,000
EDGAR ↗May 16, 2024TACPP Offshore LPDPooled Investment Fund$200,000,000$25,025,000
EDGAR ↗May 16, 2024TACPP LPDPooled Investment Fund$200,000,000$65,490,000
EDGAR ↗Apr 17, 2024Chase Properties Retail Opportunities Fund IV, LPDPooled Investment Fund$43,000,000$43,000,000
EDGAR ↗Jan 11, 2024Princess City SPV LLCDPooled Investment Fund$7,360,000$7,360,000
EDGAR ↗Jan 19, 2017Chase Properties Retail Acquisition Fund III, LPD/APooled Investment FundIndefinite$43,377,500
EDGAR ↗Jan 20, 2016Chase Properties Retail Acquisition Fund III, LPDPooled Investment FundIndefinite$32,577,500
EDGAR ↗Aug 6, 2013CHASE PROPERTIES RETAIL ACQUISITION FUND II, LPDPooled Investment Fund$30,000,000$24,345,000
EDGAR ↗Aug 9, 2011Chase Properties Retail Acquisition Fund I, LPDPooled Investment Fund$17,000,000$17,000,000

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 May 23, 2025. Industry history, as reported on each offering's latest filing: All 11 offerings reported: Pooled Investment Fund (2011–2025).

People across the group

NameRolesIssuers hereFirst → last listed
AK Andrew KlineExecutive Officer, Director10Aug 9, 2011 → May 23, 2025
YM Yoel MayerfeldExecutive Officer, Director8Aug 9, 2011 → May 23, 2025
GF Glenn FuhrmanExecutive Officer6Jan 11, 2024 → May 23, 2025
TG TACPP General Partner, LLC entityExecutive Officer, Promoter, Director6Jan 11, 2024 → May 23, 2025
JR James RothschildExecutive Officer6Jan 11, 2024 → May 23, 2025
TM TACPP Management LLC entityExecutive Officer, Promoter6Jan 11, 2024 → May 23, 2025
SK Stuart KlineExecutive Officer, Director5Aug 9, 2011 → Oct 15, 2024
CR CP Real Estate GP LLC entityExecutive Officer2May 16, 2024 → May 15, 2025
TR TAP Real Estate GP LLC entityExecutive Officer2May 16, 2024 → May 15, 2025
YM Yoel MayerfieldExecutive Officer2Apr 17, 2024 → Oct 15, 2024
RV ROF V, LLC entityExecutive Officer, Director, Promoter1Oct 15, 2024 → Oct 15, 2024
R ROF IV, entityExecutive Officer, Director, Promoter1Apr 17, 2024 → Apr 17, 2024
R RAF III, LLC entityPromoter1Jan 20, 2016 → Jan 19, 2017
RI RAF I, LLC entityExecutive Officer, Director1Aug 9, 2011 → Aug 9, 2011

Business registration (state registry / Secretary of State)

None of the 11 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); 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 Chase.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Chase 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 Chase's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #70,716 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

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Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Franklin County OH Clerk of Courts ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

Ohio Secretary of State business search ↗New York Secretary of State business search ↗OpenCorporates ↗