PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:59 AM ET

Sponsor Check › Sponsor group

U

Ugp

One sponsor team, 10 deal companies · Nashville, TN

Grouped because: 4 shared people, 1 shared management entity, same business address (8 issuers), similar issuer names (6) (automatic match from the filings) · not the same sponsor?

10deal companies
$81Mreported sold
97investors
10Form D filings
2021–2026active
6new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 13, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Ugp is a sponsor group of 10 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 10 Form D filings between Jan 2021 and Jul 2026.

What this means One team, 10 deal companies, about 5 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: $81M to 97 investors (latest filing per issuer). Industries as reported: "Other" (5), Pooled Investment Fund (4), Hospitals and Physicians (1). Issuers are based in TN (10).

What this means $81M raised across the group, about $835K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Erik Stiller (8 issuers, executive officer, director, and promoter), Richard Dean Apple (7 issuers, executive officer, director, and promoter), Matthew Craine (5 issuers, executive officer, director, and promoter), UGP Management, LLC (4 issuers, director, entity), Kevin Standefer (3 issuers, executive officer and director) and 8 more.

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

Activity: 6 new offerings in the last 12 months; latest filing Jul 13, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), 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 10 public filings for Ugp and found 4 differences: No amendment in the last 12 months on an offering that may still be open; RICHARD DEAN APPLE is written 3 different ways on the filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Ugp has not run yet — it is joining a line of 3,505 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found so far — 10 of 10 issuers searched (federal courts (CourtListener / RECAP), last 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.. Searched so far: 10 of 10 issuers in this group; 0 still to be searched. Results are added automatically.

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: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

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 Ugp..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

None found so far — 10 of 10 issuers searched (federal bankruptcy courts (CourtListener / RECAP), last 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).. Searched so far: 10 of 10 issuers in this group; 0 still to be searched. Results are added automatically.

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.

4 differences found between the filings for Ugp (compared 10 filings on Oct 24, 2026)

Note · Sep 15, 2025 – Sep 29, 2025

No amendment in the last 12 months on an offering that may still be open — Waybridge Health, Inc. (latest filing Sep 29, 2025)

The latest filing for this offering is dated Sep 29, 2025 (first sale Sep 15, 2025). It reports $2,600,000 sold of $2,700,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Sep 29, 2025 ↗Waybridge Health, Inc. — PartnerFacts page ↗
Sources
Note · Jan 21, 2021 – Jan 29, 2021

No amendment in the last 12 months on an offering that may still be open — UGP LBS, LLC (latest filing Jan 29, 2021)

The latest filing for this offering is dated Jan 29, 2021 (first sale Jan 21, 2021). It reports $1,760,000 sold of $2,035,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Jan 29, 2021 ↗UGP LBS, LLC — PartnerFacts page ↗
Sources
Note · Jan 29, 2021 – Apr 15, 2026

RICHARD DEAN APPLE is written 3 different ways on the filings

listed as "Richard D. Apple" on the Jan 29, 2021 filing, and "Richard Apple" on the Sep 29, 2025 filing, and "Richard Dean Apple" on 5 filings (from Apr 15, 2026).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jan 29, 2021 ↗Form D · Sep 29, 2025 ↗Form D · Apr 15, 2026 ↗RICHARD DEAN APPLE — PartnerFacts page ↗
Sources
Note · Jan 29, 2021 – Sep 29, 2025

ERIK STILLER is written 2 different ways on the filings

listed as "Erik P. Stiller" on the Jan 29, 2021 filing, and "Erik Stiller" on 7 filings (from Sep 29, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jan 29, 2021 ↗Form D · Sep 29, 2025 ↗ERIK STILLER — 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 10 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
Jul 13, 2026 D
Keystone Rail Holdco, LLC
File 021-590536
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D
Commodore Investco, LLC
File 021-589114
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D
UGP Commodore, LLC
File 021-589112
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2026 D
UGP Ascend Learning, LLC
File 021-580544
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2026 D
Ascend Learning Investco, LLC
File 021-580541
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2026 D
Ascend Learning Holdco, LLC
File 021-580540
$0$0$0None listed on this filingEDGAR ↗
Sep 29, 2025 D
Waybridge Health, Inc.
File 021-559052
$0$0$0None listed on this filingEDGAR ↗
Sep 22, 2025 D
BHV-Waybridge SPV, LLC
File 021-558264
$0$0$0 (est.)
An affiliate of the Issuer's managing member may be entitled to receive a management fee in accordance with the Issuer's governing documentation, as amended from time to time.
None listed on this filingEDGAR ↗
Sep 17, 2025 D
Blue Hour Ventures II, L.P.
File 021-557703
$0$0$0
The General Partner of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jan 29, 2021 D
UGP LBS, LLC
File 021-387878
$0$0$0 (est.)None 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 10 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM 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); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are 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 ↗UL UGP LBS, LLCshared peopleNASHVILLE, TNOther1$1,760,000
offering $2,035,000 · similar: $500,000–$7,000,000
26
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2021
EDGAR ↗BH Blue Hour Ventures II, L.P.shared people, same business addressNASHVILLE, TNPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗BW BHV-Waybridge SPV, LLCshared people, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund1$830,000
offering $830,000 · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗WH Waybridge Health, Inc.shared people, similar issuer namesNashville, TNHospitals and Physicians1$2,600,000
offering $2,700,000 · similar: $1,120,617–$11,272,500
4
similar: 3–24
$100,000
similar: $10,000–$70,605
2025–2025
EDGAR ↗UA UGP Ascend Learning, LLCshared people, shared management entity, same business addressNASHVILLE, TNPooled Investment Fund1$2,225,000
offering $2,225,000 · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗AL Ascend Learning Investco, LLCshared people, shared management entity, same business address, similar issuer namesNASHVILLE, TNOther1$23,975,000
offering $25,000,000 · similar: $500,000–$7,000,000
10
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2026–2026
EDGAR ↗AL Ascend Learning Holdco, LLCshared people, same business address, similar issuer namesNASHVILLE, TNOther1$23,975,000
offering $25,000,000 · similar: $500,000–$7,000,000
1
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2026–2026
EDGAR ↗CI Commodore Investco, LLCshared people, shared management entity, same business address, similar issuer namesNASHVILLE, TNOther1$10,000,000
offering $10,000,000 · similar: $500,000–$7,000,000
13
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2026–2026
EDGAR ↗UC UGP Commodore, LLCshared people, shared management entity, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund1$1,650,000
offering $1,650,000 · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗KR Keystone Rail Holdco, LLCshared people, same business addressNASHVILLE, TNOther1$14,025,000
offering $14,025,000 · similar: $500,000–$7,000,000
3
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); Pooled Investment Fund / 506(b) (83,801 filings); Hospitals and Physicians / 506(b) (147 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 ↗Jul 13, 2026Keystone Rail Holdco, LLCDOther$14,025,000$14,025,000
EDGAR ↗Jun 30, 2026UGP Commodore, LLCDPooled Investment Fund$1,650,000$1,650,000
EDGAR ↗Jun 30, 2026Commodore Investco, LLCDOther$10,000,000$10,000,000
EDGAR ↗Apr 15, 2026Ascend Learning Holdco, LLCDOther$25,000,000$23,975,000
EDGAR ↗Apr 15, 2026Ascend Learning Investco, LLCDOther$25,000,000$23,975,000
EDGAR ↗Apr 15, 2026UGP Ascend Learning, LLCDPooled Investment Fund$2,225,000$2,225,000
EDGAR ↗Sep 29, 2025Waybridge Health, Inc.DHospitals and Physicians$2,700,000$2,600,000
EDGAR ↗Sep 22, 2025BHV-Waybridge SPV, LLCDPooled Investment Fund$830,000$830,000
EDGAR ↗Sep 17, 2025Blue Hour Ventures II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 29, 2021UGP LBS, LLCDOther$2,035,000$1,760,000

Activity: 6 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 Jul 13, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2021), Pooled Investment Fund (2025), Hospitals and Physicians (2025), Pooled Investment Fund (2026), Other (2026), Pooled Investment Fund (2026). Latest offering: Other (Jul 13, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
ES ERIK STILLERExecutive Officer, Director, Promoter8Jan 29, 2021 → Jul 13, 2026
RA RICHARD DEAN APPLEExecutive Officer, Director, Promoter7Jan 29, 2021 → Jul 13, 2026
MC MATTHEW CRAINEExecutive Officer, Promoter, Director5Apr 15, 2026 → Jun 30, 2026
UM UGP MANAGEMENT, LLC entityDirector4Apr 15, 2026 → Jun 30, 2026
KS Kevin StandeferDirector, Executive Officer3Sep 17, 2025 → Sep 29, 2025
RC RUSSELL CLARKDirector1Jul 13, 2026 → Jul 13, 2026
MC MATHHEW CRAINEExecutive Officer, Director, Promoter1Jul 13, 2026 → Jul 13, 2026
MJ MARK JACOBSDirector1Jul 13, 2026 → Jul 13, 2026
RA RICAHRD DEAN APPLEExecutive Officer, Promoter1Apr 15, 2026 → Apr 15, 2026
MS MATT SOTELODirector1Apr 15, 2026 → Apr 15, 2026
JP JOHN PATTONExecutive Officer, Director1Apr 15, 2026 → Apr 15, 2026
CM Clint MyersExecutive Officer, Director1Sep 22, 2025 → Sep 22, 2025
BG BHV GP II, LLC entityDirector1Sep 17, 2025 → Sep 17, 2025

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 Ugp.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Ugp 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 Ugp's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #32,265 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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Change history

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Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

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.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: NASHVILLE), TN). 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) ↗Davidson County TN Circuit Court Clerk case search ↗

Securities regulators

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

Business registries

Tennessee Secretary of State business search ↗OpenCorporates ↗