Sponsor Check › Sponsor group
46 issuers linked to one sponsor · BOSTON, MA
Grouped because: 11 shared people, 6 shared management entities, same business address (43 issuers), similar issuer names (44) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Sep 25, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
1 case: 1 dismissed
190 Other contract actions
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 46 of 46 issuers in this group; 0 not yet searched (25 queued). Results are added automatically. 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 yet searched. 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.
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. — not yet searched; 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: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
None found so far in sources searched for 46 of 46 issuers in this group.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 46 of 46 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. 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.
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 only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
40 of 69 offerings report sales commissions totalling $52,557,224; 1 reports finder's fees totalling $90,000; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 25, 2026 D File 021-598834 | $25,000 (est.) | $0 | $0 (est.) | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Sep 23, 2026 D File 021-598643 | $100,000 (est.) | $0 | $0 (est.) | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Aug 6, 2026 D File 021-593397 | $72,000 (est.) | $0 | $0 (est.) | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Aug 6, 2026 D File 021-593405 | $25,000 (est.) | $0 | $0 (est.) | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Jun 2, 2026 D File 021-585866 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 1, 2026 D File 021-582586 | $10,500 (est.) | $0 | $0 (est.) | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Apr 2, 2026 D File 021-578840 | $25,000 (est.) | $0 | $0 (est.) | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Mar 13, 2026 D File 021-576517 | $15,000 (est.) | $0 | $0 (est.) | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Feb 12, 2026 D File 021-573415 | $750,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Dec 17, 2025 D File 021-567173 | $100,000 (est.) | $0 | $0 (est.) | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Dec 17, 2025 D File 021-567176 | $100,000 (est.) | $0 | $0 (est.) | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Dec 17, 2025 D File 021-567180 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 10, 2025 D/A File 021-420443 | $32,550,000 (est.) | $0 | $0 | "OpenDeal Broker LLC f/k/a NextSeed Securities, LLC dba Capital R and Republic Securities (""ODB"")" BrokerCheck CRD 291387 ↗ via "OpenDeal Broker LLC f/k/a NextSeed Securities, LLC dba Capital R and Republic Securities (""ODB"")" (CRD 291387 ↗) |
| EDGAR ↗ | Oct 20, 2025 D File 021-561425 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 7, 2025 D/A File 021-524782 | $1,000,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Oct 1, 2024 D File 021-525498 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 17, 2024 D/A File 021-483276 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 31, 2024 D File 021-504001 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 30, 2023 D/A File 021-427410 | $1,500,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Aug 17, 2023 D File 021-489976 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 17, 2023 D File 021-489980 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 10, 2023 D/A File 021-445552 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 2, 2023 D File 021-480609 | $180,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Mar 28, 2023 D File 021-477055 | $300,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Oct 19, 2022 D File 021-462275 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2022 D File 021-447556 | $472,500 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Apr 14, 2022 D File 021-441802 | $1,200,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Apr 14, 2022 D File 021-441806 | $1,200,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Oct 25, 2021 D File 021-418349 | $609,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Oct 25, 2021 D File 021-418351 | $300,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Aug 3, 2021 D File 021-408570 | $189,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Dec 21, 2020 D File 021-383867 | $327,375 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Dec 21, 2020 D File 021-383872 | $156,375 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Mar 26, 2019 D File 021-335696 | $624,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Oct 18, 2018 D File 021-323870 | $500,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Sep 6, 2018 D File 021-320732 | $400,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Sep 6, 2018 D File 021-320727 | $371,250 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Mar 6, 2018 D File 021-307033 | $420,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Aug 29, 2017 D File 021-293623 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 29, 2017 D File 021-293625 | $1,892,980 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Aug 22, 2017 D File 021-293290 | $808,159 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Aug 22, 2017 D File 021-293291 | $808,159 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Aug 9, 2017 D File 021-292466 | $597,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Oct 14, 2016 D File 021-272479 | $855,750 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Oct 14, 2016 D File 021-272481 | $1,678,000 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Apr 4, 2016 D File 021-260576 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 25, 2015 D File 021-251918 | $362,892 (est.) | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Sep 14, 2015 D File 021-247525 | $167,781 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Feb 4, 2015 D File 021-233478 | $0 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Feb 4, 2015 D File 021-233474 | $0 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Nov 24, 2014 D/A File 021-226210 | $0 | $0 | $0 | US Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Mar 27, 2014 D File 021-214356 | $0 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Oct 7, 2013 D/A File 021-198729 | $0 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Sep 26, 2013 D File 021-203587 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 5, 2013 D/A File 021-189529 | $0 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Jul 24, 2012 D File 021-181656 | $294,004 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Jul 16, 2012 D File 021-181306 | $0 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Jun 8, 2012 D/A File 021-170765 | $90,000 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Jun 8, 2012 D File 021-179513 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 14, 2011 D/A File 021-166307 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2011 D File 021-167519 | $480,499 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Oct 14, 2011 D/A File 021-166438 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 31, 2011 D File 021-165219 | $0 | $90,000 | $0 | US Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Jan 4, 2011 D File 021-152977 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 25, 2010 D/A File 021-139765 | $0 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | May 25, 2010 D/A File 021-139980 | $0 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Apr 7, 2010 D File 021-76855 | $1,000,000 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Feb 9, 2010 D/A File 021-138183 | $0 | $0 | $0 | U.S. Boston Capital Corporation BrokerCheck CRD 5251 ↗ |
| EDGAR ↗ | Dec 24, 2009 D File 021-125712 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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 46 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Usb Focus 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. Not yet searched for this group (queued): 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 yet searched). 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 yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:00 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address 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.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Unidine Corp. | shared people | BOSTON, MA | Other | 7 | $20,000,000 | 37 | $7,350,105 | 2009–2012 |
| EDGAR ↗ | SCVNGR, INC. | shared people | BOSTON, MA | Other | 7 | $26,938,643 offering $27,500,000 · similar: $500,000–$7,000,000 | 11 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2009–2017 |
| EDGAR ↗ | USB Focus Fund XXIII, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 2 | $13,375,000 offering $13,375,000 · similar: $155,000–$5,250,000 | 95 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2010–2010 |
| EDGAR ↗ | USB Focus Fund XXI, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 3 | $13,500,000 offering $13,500,000 · similar: $155,000–$5,250,000 | 92 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2010–2010 |
| EDGAR ↗ | USB Focus Fund XXII, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 3 | $6,500,000 | 30 | $50,000 | 2010–2010 |
| EDGAR ↗ | USB Focus Fund XXV, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 5 | $4,225,000 offering $4,225,000 · similar: $155,000–$5,250,000 | 71 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2011–2011 |
| EDGAR ↗ | USB Focus Fund XXIV, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 2 | $9,525,000 offering $9,525,000 · similar: $155,000–$5,250,000 | 87 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2011–2011 |
| EDGAR ↗ | USB Focus Fund XXVI, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $7,350,105 offering $7,350,105 · similar: $155,000–$5,250,000 | 46 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2012–2012 |
| EDGAR ↗ | USB Focus Fund XXVII, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 5 | $7,050,000 offering $7,050,000 · similar: $155,000–$5,250,000 | 89 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2013–2013 |
| EDGAR ↗ | USB Focus Fund XXVIII, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 6 | $4,525,000 offering $3,000,000 · similar: $155,000–$5,250,000 | 72 similar: 4–27 | $16,759 similar: $1,000–$100,000 | 2013–2015 |
| EDGAR ↗ | USB Focus Fund XXIX, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $4,950,000 offering $4,950,000 · similar: $155,000–$5,250,000 | 73 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2014–2014 |
| EDGAR ↗ | USB Focus Fund LevelUp 1, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 2 | $10,000,000 offering $10,000,000 · similar: $155,000–$5,250,000 | 95 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2014 |
| EDGAR ↗ | USB Focus Fund SemaConnect 3-A LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $7,804,724 offering $7,804,724 · similar: $155,000–$5,250,000 | 84 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | USB Focus Fund SemaConnect 3-B LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $7,195,275 offering $7,195,275 · similar: $155,000–$5,250,000 | 44 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | USB Focus Fund Capital Teas 2, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $5,375,000 offering $6,000,000 · similar: $155,000–$5,250,000 | 60 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | USB Focus Fund LumiraDx 1-A, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $12,225,000 offering $12,225,000 · similar: $155,000–$5,250,000 | 82 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | USB Focus Fund LumiraDx 1-B, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $30,400,000 offering $30,400,000 · similar: $155,000–$5,250,000 | 73 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | USB Focus Fund Anokiwave 1, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $9,950,000 offering $9,950,000 · similar: $155,000–$5,250,000 | 87 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | USB Focus Fund LevelUp 2A, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $13,469,321 offering $13,469,321 · similar: $155,000–$5,250,000 | 75 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | USB Focus Fund LevelUp 2B, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $13,469,321 offering $13,469,321 · similar: $500,000–$16,420,250 | 42 similar: 2–28 | $50,000 similar: $5,000–$100,000 | 2017–2017 |
| EDGAR ↗ | USB Focus Fund SciAps 1, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $6,200,000 offering $6,200,000 · similar: $155,000–$5,250,000 | 23 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | USB Focus Fund Anokiwave 2, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $8,200,000 offering $8,200,000 · similar: $155,000–$5,250,000 | 48 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | USB Focus Fund Tamr 1, LLC | shared people, shared management entity, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $8,500,000 offering $8,500,000 · similar: $155,000–$5,250,000 | 37 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | USB Focus Fund ClearSky 1, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $3,700,000 offering $10,200,000 · similar: $155,000–$5,250,000 | 14 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | USB Focus Fund SciAps 2, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $6,800,000 offering $10,400,000 · similar: $155,000–$5,250,000 | 50 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | USB Focus Fund Tamr 2E, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $7,275,000 offering Indefinite · similar: $155,000–$5,250,000 | 35 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | USB Focus Fund Tamr 2, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $3,475,000 offering Indefinite · similar: $155,000–$5,250,000 | 30 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | USB Focus Fund SciAps 3, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $4,500,000 offering $7,200,000 · similar: $155,000–$5,250,000 | 27 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | USB Focus Fund Nailbiter 1, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $100,000 offering $5,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | USB Focus Fund Nailbiter 1E, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $500,000 offering $10,150,000 · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | GROMA NAV REIT, INC. | shared people, same business address, similar issuer names | BOSTON, MA | REITS and Finance | 6 | $56,248,969 offering Indefinite · similar: $2,500,000–$75,000,000 | 115 similar: 4–63 | $50,000 similar: $15,000–$100,000 | 2021–2025 |
| EDGAR ↗ | Fund III - Groma & US Boston Opportunity Zone Fund, LLC | shared people, same business address, similar issuer names | BOSTON, MA | Commercial | 3 | $14,860,210 offering $50,000,000 · similar: $1,815,000–$10,000,000 | 33 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2021–2023 |
| EDGAR ↗ | USB Focus Fund LumiraDx 2A, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $100,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | USB Focus Fund LumiraDx 2B, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $300,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | GromaCorp, Inc. | shared people, same business address, similar issuer names | BOSTON, MA | Other | 4 | $29,288,073 offering $10,000,000 · similar: $500,000–$7,000,000 | 12 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2022–2024 |
| EDGAR ↗ | USB Focus Fund Tamr 3, LLC | shared people, same business address, similar issuer names | Lincoln, MA | Pooled Investment Fund | 1 | $100,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Groma CCP WMI DST | shared people, shared management entity, same business address, similar issuer names | BOSTON, MA | Commercial | 1 | $6,317,529 offering $6,317,529 · similar: $1,815,000–$10,000,000 | 2 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | USB Focus Fund SciAps 4, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $0 offering $5,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | USB Focus Fund Suvie 1, LLC | shared people, same business address, similar issuer names | LINCOLN, MA | Pooled Investment Fund | 1 | $0 offering $3,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Groma Fund I Manager, LLC | shared people, same business address, similar issuer names | BOSTON, MA | Other Real Estate | 1 | $20,000,000 offering $20,000,000 · similar: $2,250,000–$16,950,000 | 7 similar: 5–32 | $50,000 similar: $15,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Groma FMW DST | shared people, shared management entity, same business address, similar issuer names | BOSTON, MA | Other Real Estate | 1 | $2,700,000 offering $2,700,000 · similar: $2,250,000–$16,950,000 | 1 similar: 5–32 | $100,000 similar: $15,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Groma Boston Fund II, LLC | shared people, same business address, similar issuer names | BOSTON, MA | Residential | 1 | $6,000,000 offering $25,000,000 · similar: $4,000,000–$20,000,000 | 2 similar: 4–46 | $100,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | U.S. Boston Growth Capital QSBS Fund, LP | shared people, similar issuer names | NEWARK, DE | Pooled Investment Fund | 13 | $500,000 offering $500,000 · similar: $500,000–$16,420,250 | 20 similar: 2–28 | $25,000 similar: $5,000–$100,000 | 2024–2026 |
| EDGAR ↗ | Groma III DST | shared people, shared management entity, same business address, similar issuer names | BOSTON, MA | Other Real Estate | 1 | $122,135 offering $3,230,000 · similar: $3,160,078–$25,000,000 | 1 similar: 4–53 | $100,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Groma Boston Growth Fund III, LP | shared people, same business address, similar issuer names | BOSTON, MA | Residential | 1 | $50,000,000 offering $50,000,000 · similar: $1,675,000–$12,980,153 | 40 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2025–2025 |
| EDGAR ↗ | GROMA GROWTH FUND IV - PROVIDENCE, LP | shared people, same business address, similar issuer names | BOSTON, MA | Residential | 1 | $0 offering $40,000,000 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $100,000 similar: $25,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (9 industry/exemption sets on this page); 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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Sep 25, 2026 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $500,000 | $49,000 |
| EDGAR ↗ | Sep 23, 2026 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $2,000,000 | $250,000 |
| EDGAR ↗ | Aug 6, 2026 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $500,000 | $50,000 |
| EDGAR ↗ | Aug 6, 2026 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $2,000,000 | $200,000 |
| EDGAR ↗ | Jun 2, 2026 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $200,000 | $200,000 |
| EDGAR ↗ | May 1, 2026 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $350,000 | $300,429 |
| EDGAR ↗ | Apr 2, 2026 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $500,000 | $500,000 |
| EDGAR ↗ | Mar 13, 2026 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $300,000 | $300,000 |
| EDGAR ↗ | Feb 12, 2026 | GROMA GROWTH FUND IV - PROVIDENCE, LP | D | Residential | $40,000,000 | $0 |
| EDGAR ↗ | Dec 17, 2025 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $5,000,000 | $0 |
| EDGAR ↗ | Dec 17, 2025 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $2,000,000 | $0 |
| EDGAR ↗ | Dec 17, 2025 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $2,000,000 | $0 |
| EDGAR ↗ | Dec 10, 2025 | GROMA NAV REIT, INC. | D/A | REITS and Finance | Indefinite | $56,248,969 |
| EDGAR ↗ | Oct 20, 2025 | Groma Boston Growth Fund III, LP | D | Residential | $50,000,000 | $50,000,000 |
| EDGAR ↗ | Aug 7, 2025 | U.S. Boston Growth Capital QSBS Fund, LP | D/A | Pooled Investment Fund | $20,000,000 | $0 |
| EDGAR ↗ | Apr 21, 2025 | GROMA NAV REIT, INC. | D/A | REITS and Finance | Indefinite | $48,867,021 |
| EDGAR ↗ | Oct 1, 2024 | Groma III DST | D | Other Real Estate | $3,230,000 | $122,135 |
| EDGAR ↗ | Sep 24, 2024 | U.S. Boston Growth Capital QSBS Fund, LP | D | Pooled Investment Fund | $20,000,000 | $0 |
| EDGAR ↗ | May 17, 2024 | GromaCorp, Inc. | D/A | Other | $10,000,000 | $1,001,000 |
| EDGAR ↗ | May 17, 2024 | GROMA NAV REIT, INC. | D/A | REITS and Finance | Indefinite | $18,980,004 |
| EDGAR ↗ | Jan 31, 2024 | Groma Boston Fund II, LLC | D | Residential | $25,000,000 | $6,000,000 |
| EDGAR ↗ | Nov 30, 2023 | Fund III - Groma & US Boston Opportunity Zone Fund, LLC | D/A | Commercial | $50,000,000 | $14,860,210 |
| EDGAR ↗ | Aug 17, 2023 | Groma FMW DST | D | Other Real Estate | $2,700,000 | $2,700,000 |
| EDGAR ↗ | Aug 17, 2023 | Groma Fund I Manager, LLC | D | Other Real Estate | $20,000,000 | $20,000,000 |
| EDGAR ↗ | Jun 5, 2023 | GromaCorp, Inc. | D | Other | $10,000,000 | $501,000 |
| EDGAR ↗ | May 10, 2023 | GromaCorp, Inc. | D/A | Other | $30,000,000 | $29,288,073 |
| EDGAR ↗ | May 2, 2023 | USB Focus Fund Suvie 1, LLC | D | Pooled Investment Fund | $3,000,000 | $0 |
| EDGAR ↗ | Apr 10, 2023 | GROMA NAV REIT, INC. | D/A | REITS and Finance | Indefinite | $15,119,722 |
| EDGAR ↗ | Mar 28, 2023 | USB Focus Fund SciAps 4, LLC | D | Pooled Investment Fund | $5,000,000 | $0 |
| EDGAR ↗ | Dec 13, 2022 | Fund III - Groma & US Boston Opportunity Zone Fund, LLC | D/A | Commercial | $50,000,000 | $13,285,210 |
| EDGAR ↗ | Oct 19, 2022 | Groma CCP WMI DST | D | Commercial | $6,317,529 | $6,317,529 |
| EDGAR ↗ | May 31, 2022 | USB Focus Fund Tamr 3, LLC | D | Pooled Investment Fund | Indefinite | $100,000 |
| EDGAR ↗ | May 13, 2022 | GromaCorp, Inc. | D | Other | $25,000,000 | $1,608,750 |
| EDGAR ↗ | Apr 21, 2022 | GROMA NAV REIT, INC. | D/A | REITS and Finance | Indefinite | $8,621,669 |
| EDGAR ↗ | Apr 14, 2022 | USB Focus Fund LumiraDx 2B, LLC | D | Pooled Investment Fund | Indefinite | $300,000 |
| EDGAR ↗ | Apr 14, 2022 | USB Focus Fund LumiraDx 2A, LLC | D | Pooled Investment Fund | Indefinite | $100,000 |
| EDGAR ↗ | Dec 30, 2021 | Fund III - Groma & US Boston Opportunity Zone Fund, LLC | D | Commercial | $50,000,000 | $5,023,510 |
| EDGAR ↗ | Nov 9, 2021 | GROMA NAV REIT, INC. | D | REITS and Finance | Indefinite | $1,000,000 |
| EDGAR ↗ | Oct 25, 2021 | USB Focus Fund Nailbiter 1, LLC | D | Pooled Investment Fund | $5,000,000 | $100,000 |
| EDGAR ↗ | Oct 25, 2021 | USB Focus Fund Nailbiter 1E, LLC | D | Pooled Investment Fund | $10,150,000 | $500,000 |
| EDGAR ↗ | Aug 3, 2021 | USB Focus Fund SciAps 3, LLC | D | Pooled Investment Fund | $7,200,000 | $4,500,000 |
| EDGAR ↗ | Dec 21, 2020 | USB Focus Fund Tamr 2, LLC | D | Pooled Investment Fund | Indefinite | $3,475,000 |
| EDGAR ↗ | Dec 21, 2020 | USB Focus Fund Tamr 2E, LLC | D | Pooled Investment Fund | Indefinite | $7,275,000 |
| EDGAR ↗ | Mar 26, 2019 | USB Focus Fund SciAps 2, LLC | D | Pooled Investment Fund | $10,400,000 | $6,800,000 |
| EDGAR ↗ | Oct 18, 2018 | USB Focus Fund ClearSky 1, LLC | D | Pooled Investment Fund | $10,200,000 | $3,700,000 |
| EDGAR ↗ | Sep 6, 2018 | USB Focus Fund Tamr 1, LLC | D | Pooled Investment Fund | $8,500,000 | $8,500,000 |
| EDGAR ↗ | Sep 6, 2018 | USB Focus Fund Anokiwave 2, LLC | D | Pooled Investment Fund | $8,200,000 | $8,200,000 |
| EDGAR ↗ | Mar 6, 2018 | USB Focus Fund SciAps 1, LLC | D | Pooled Investment Fund | $6,200,000 | $6,200,000 |
| EDGAR ↗ | Aug 29, 2017 | SCVNGR, INC. | D | Other | $27,500,000 | $26,938,643 |
| EDGAR ↗ | Aug 29, 2017 | SCVNGR, INC. | D | Other | $500,201 | $500,201 |
| EDGAR ↗ | Aug 22, 2017 | USB Focus Fund LevelUp 2B, LLC | D | Pooled Investment Fund | $13,469,321 | $13,469,321 |
| EDGAR ↗ | Aug 22, 2017 | USB Focus Fund LevelUp 2A, LLC | D | Pooled Investment Fund | $13,469,321 | $13,469,321 |
| EDGAR ↗ | Aug 9, 2017 | USB Focus Fund Anokiwave 1, LLC | D | Pooled Investment Fund | $9,950,000 | $9,950,000 |
| EDGAR ↗ | Oct 14, 2016 | USB Focus Fund LumiraDx 1-B, LLC | D | Pooled Investment Fund | $30,400,000 | $30,400,000 |
| EDGAR ↗ | Oct 14, 2016 | USB Focus Fund LumiraDx 1-A, LLC | D | Pooled Investment Fund | $12,225,000 | $12,225,000 |
| EDGAR ↗ | Apr 4, 2016 | SCVNGR, INC. | D | Other | $5,000,029 | $5,000,029 |
| EDGAR ↗ | Nov 25, 2015 | USB Focus Fund Capital Teas 2, LLC | D | Pooled Investment Fund | $6,000,000 | $5,375,000 |
| EDGAR ↗ | Sep 14, 2015 | USB Focus Fund XXVIII, LLC | D | Pooled Investment Fund | $3,000,000 | $3,000,000 |
| EDGAR ↗ | Feb 4, 2015 | USB Focus Fund SemaConnect 3-B LLC | D | Pooled Investment Fund | $7,195,275 | $7,195,275 |
| EDGAR ↗ | Feb 4, 2015 | USB Focus Fund SemaConnect 3-A LLC | D | Pooled Investment Fund | $7,804,724 | $7,804,724 |
| EDGAR ↗ | Nov 24, 2014 | USB Focus Fund LevelUp 1, LLC | D/A | Pooled Investment Fund | $10,000,000 | $10,000,000 |
| EDGAR ↗ | Oct 10, 2014 | USB Focus Fund LevelUp 1, LLC | D | Pooled Investment Fund | $10,000,000 | $9,200,000 |
| EDGAR ↗ | Mar 27, 2014 | USB Focus Fund XXIX, LLC | D | Pooled Investment Fund | $4,950,000 | $4,950,000 |
| EDGAR ↗ | Oct 7, 2013 | USB Focus Fund XXVIII, LLC | D/A | Pooled Investment Fund | $4,525,000 | $4,525,000 |
| EDGAR ↗ | Sep 26, 2013 | SCVNGR, INC. | D | Other | $10,000,000 | $7,500,000 |
| EDGAR ↗ | Aug 30, 2013 | USB Focus Fund XXVIII, LLC | D/A | Pooled Investment Fund | $4,750,000 | $3,980,000 |
| EDGAR ↗ | Jul 22, 2013 | USB Focus Fund XXVIII, LLC | D/A | Pooled Investment Fund | $4,750,000 | $2,175,000 |
| EDGAR ↗ | Jul 8, 2013 | USB Focus Fund XXVIII, LLC | D/A | Pooled Investment Fund | $4,750,000 | $1,675,000 |
| EDGAR ↗ | Jun 27, 2013 | USB Focus Fund XXVIII, LLC | D | Pooled Investment Fund | $4,750,000 | $500,000 |
| EDGAR ↗ | Apr 5, 2013 | USB Focus Fund XXVII, LLC | D/A | Pooled Investment Fund | $7,050,000 | $7,050,000 |
| EDGAR ↗ | Feb 13, 2013 | USB Focus Fund XXVII, LLC | D/A | Pooled Investment Fund | $7,000,000 | $6,900,000 |
| EDGAR ↗ | Jan 30, 2013 | USB Focus Fund XXVII, LLC | D/A | Pooled Investment Fund | $7,000,000 | $6,150,000 |
| EDGAR ↗ | Jan 16, 2013 | USB Focus Fund XXVII, LLC | D/A | Pooled Investment Fund | $7,000,000 | $4,875,000 |
| EDGAR ↗ | Jan 4, 2013 | USB Focus Fund XXVII, LLC | D | Pooled Investment Fund | $7,000,000 | $2,000,000 |
| EDGAR ↗ | Jul 24, 2012 | Unidine Corp. | D | Other | $7,350,105 | $7,350,105 |
| EDGAR ↗ | Jul 16, 2012 | USB Focus Fund XXVI, LLC | D | Pooled Investment Fund | $7,350,105 | $7,350,105 |
| EDGAR ↗ | Jun 8, 2012 | SCVNGR, INC. | D | Other | $20,000,000 | $12,250,407 |
| EDGAR ↗ | Jun 8, 2012 | Unidine Corp. | D/A | Other | $2,025,000 | $2,025,000 |
| EDGAR ↗ | Dec 28, 2011 | Unidine Corp. | D | Other | $3,000,000 | $650,000 |
| EDGAR ↗ | Dec 14, 2011 | USB Focus Fund XXV, LLC | D/A | Pooled Investment Fund | $4,225,000 | $4,225,000 |
| EDGAR ↗ | Oct 25, 2011 | USB Focus Fund XXV, LLC | D/A | Pooled Investment Fund | $4,225,000 | $3,824,973 |
| EDGAR ↗ | Oct 19, 2011 | Unidine Corp. | D | Other | $9,525,000 | $9,525,000 |
| EDGAR ↗ | Oct 14, 2011 | USB Focus Fund XXIV, LLC | D/A | Pooled Investment Fund | $9,525,000 | $9,525,000 |
| EDGAR ↗ | Oct 13, 2011 | USB Focus Fund XXV, LLC | D/A | Pooled Investment Fund | $4,000,000 | $2,265,000 |
| EDGAR ↗ | Oct 4, 2011 | USB Focus Fund XXV, LLC | D/A | Pooled Investment Fund | $4,000,000 | $1,790,000 |
| EDGAR ↗ | Sep 27, 2011 | USB Focus Fund XXIV, LLC | D | Pooled Investment Fund | $9,000,000 | $550,000 |
| EDGAR ↗ | Sep 23, 2011 | USB Focus Fund XXV, LLC | D | Pooled Investment Fund | Indefinite | $350,000 |
| EDGAR ↗ | Aug 31, 2011 | Unidine Corp. | D | Other | $3,000,000 | $3,000,000 |
| EDGAR ↗ | Jan 4, 2011 | SCVNGR, INC. | D | Other | $17,000,162 | $17,000,162 |
| EDGAR ↗ | May 25, 2010 | USB Focus Fund XXII, LLC | D/A | Pooled Investment Fund | $6,500,000 | $6,500,000 |
| EDGAR ↗ | May 25, 2010 | USB Focus Fund XXI, LLC | D/A | Pooled Investment Fund | $13,500,000 | $13,500,000 |
| EDGAR ↗ | Apr 23, 2010 | USB Focus Fund XXII, LLC | D/A | Pooled Investment Fund | $6,500,000 | $4,200,000 |
| EDGAR ↗ | Apr 14, 2010 | USB Focus Fund XXI, LLC | D/A | Pooled Investment Fund | $13,500,000 | $12,750,000 |
| EDGAR ↗ | Apr 7, 2010 | Unidine Corp. | D | Other | $20,000,000 | $20,000,000 |
| EDGAR ↗ | Mar 26, 2010 | USB Focus Fund XXII, LLC | D | Pooled Investment Fund | $20,000,000 | $2,975,000 |
| EDGAR ↗ | Mar 18, 2010 | USB Focus Fund XXI, LLC | D | Pooled Investment Fund | $20,000,000 | $7,600,000 |
| EDGAR ↗ | Feb 9, 2010 | USB Focus Fund XXIII, LLC | D/A | Pooled Investment Fund | $13,375,000 | $13,375,000 |
| EDGAR ↗ | Jan 26, 2010 | USB Focus Fund XXIII, LLC | D | Pooled Investment Fund | $11,000,000 | $5,650,000 |
| EDGAR ↗ | Dec 24, 2009 | SCVNGR, INC. | D | Other | $4,000,008 | $4,000,008 |
| EDGAR ↗ | Nov 3, 2009 | Unidine Corp. | D | Other | $2,300,000 | $2,300,000 |
Activity: 12 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 Sep 25, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2009), Pooled Investment Fund (2010), Other (2011), Pooled Investment Fund (2011), Other (2011–2012), Pooled Investment Fund (2012), Other (2012), Pooled Investment Fund (2013), Other (2013), Pooled Investment Fund (2014–2015), Other (2016), Pooled Investment Fund (2016–2017), Other (2017), Pooled Investment Fund (2018–2021), REITS and Finance (2021), Commercial (2021), Pooled Investment Fund (2022), Other (2022), Pooled Investment Fund (2022), Commercial (2022), Pooled Investment Fund (2023), Other (2023), Other Real Estate (2023), Residential (2024), Pooled Investment Fund (2024), Other Real Estate (2024), Residential (2025), Pooled Investment Fund (2025), Residential (2026). Latest offering: Pooled Investment Fund (2026; most recent Sep 25, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Willard Umphrey | Promoter, Executive Officer, Director | 35 | Nov 3, 2009 → Nov 30, 2023 |
| John McClellan | Executive Officer, Director | 21 | Oct 14, 2016 → Sep 25, 2026 |
| Pear Tree Partners, L.P. entity | Executive Officer | 15 | Jan 26, 2010 → Sep 6, 2018 |
| Kathryn Collings Laing | Promoter, Executive Officer | 13 | Nov 3, 2009 → Mar 6, 2018 |
| Seth Priebatsch | Executive Officer, Director | 11 | Dec 24, 2009 → Feb 12, 2026 |
| Paul Bell | Executive Officer, Director | 10 | Nov 9, 2021 → Feb 12, 2026 |
| Leon Okurowski | Executive Officer | 9 | Sep 27, 2011 → May 2, 2023 |
| Jennifer Dougherty | Executive Officer | 5 | Sep 23, 2011 → Nov 24, 2014 |
| Kathryn Collings Laing | Executive Officer | 5 | Jan 26, 2010 → Dec 14, 2011 |
| William Beckett | Executive Officer | 3 | Mar 28, 2023 → Sep 25, 2026 |
| GromaCorp, Inc. entity | Promoter | 3 | Oct 19, 2022 → Oct 1, 2024 |
| Groma NAV REIT Operating Partnership, LP entity | Executive Officer | 3 | Oct 19, 2022 → Oct 1, 2024 |
| Groma NAV REIT, Inc. entity | Executive Officer | 3 | Oct 19, 2022 → Oct 1, 2024 |
| Collings Pear Tree Partners, L.P. entity | Executive Officer | 3 | Jan 4, 2013 → Feb 4, 2015 |
| Caleb Powers | Executive Officer | 2 | Mar 28, 2023 → May 2, 2023 |
| Dowling Pear Tree Partners, L.P. entity | Executive Officer | 2 | Jun 27, 2013 → Sep 14, 2015 |
| Kathryn Collings Liang | Executive Officer | 2 | Feb 4, 2015 → Feb 4, 2015 |
| Pear Tree Partners Management, LLC entity | Promoter | 1 | Sep 24, 2024 → Sep 25, 2026 |
| U.S. Boston Growth Capital QSBS Fund, GP, LLC entity | Promoter | 1 | Sep 24, 2024 → Sep 25, 2026 |
| Grant Fishman | Director | 1 | Dec 30, 2021 → Nov 30, 2023 |
| Angelo Drake | Executive Officer | 1 | Dec 30, 2021 → Dec 13, 2022 |
| Groma Advisor, LLC entity | Executive Officer | 1 | Oct 19, 2022 → Oct 19, 2022 |
| Peter Bell | Director | 1 | Dec 24, 2009 → Aug 29, 2017 |
| Ron Zwanziger | Director | 1 | Apr 4, 2016 → Aug 29, 2017 |
| Richard Miner | Director | 1 | Aug 29, 2017 → Aug 29, 2017 |
| Barry Maloney | Director | 1 | Jan 4, 2011 → Aug 29, 2017 |
| Andrew Boch | Executive Officer | 1 | Sep 26, 2013 → Aug 29, 2017 |
| Brian Carroll | Executive Officer | 1 | Apr 4, 2016 → Aug 29, 2017 |
| Harald Prokop | Executive Officer | 1 | Apr 4, 2016 → Aug 29, 2017 |
| Phil Purcell | Director | 1 | Apr 4, 2016 → Aug 29, 2017 |
| Bill Umphrey | Director | 1 | Apr 4, 2016 → Aug 29, 2017 |
| Michael Hagan | Executive Officer | 1 | Apr 4, 2016 → Aug 29, 2017 |
| Lang Leonard | Executive Officer | 1 | Apr 4, 2016 → Aug 29, 2017 |
| Ana Capella | Director | 1 | Aug 29, 2017 → Aug 29, 2017 |
| Rich Miner | Director | 1 | Dec 24, 2009 → Apr 4, 2016 |
| Gavin Michael | Director | 1 | Apr 4, 2016 → Apr 4, 2016 |
| Richard Schenkel | Executive Officer, Director, Promoter | 1 | Nov 3, 2009 → Jul 24, 2012 |
| David Silva | Executive Officer | 1 | Aug 31, 2011 → Jul 24, 2012 |
| Stephanie Masiello | Executive Officer | 1 | Aug 31, 2011 → Jul 24, 2012 |
| Mark Amabile | Executive Officer | 1 | Jun 8, 2012 → Jun 8, 2012 |
| Michael Cappelletti | Executive Officer | 1 | Jan 4, 2011 → Jan 4, 2011 |
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| Source | Filed | Form | Issuer | Amount offered (as reported) | Amount sold (as reported) | Matched on |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Aug 14, 2026 File 020-36647 | Regulation Crowdfunding offering — amendment (Form C/A) Amendment filed · deadline Apr 30, 2027 | Groma NAV REIT, Inc. Boston, MA | $50,000 target · $3,000,000 maximum via Wefunder Portal LLC (CRD 283503 · FINRA funding portals ↗) | Not reported on this form | same CIK (SEC registrant number) as the Form D issuer · 100% |
| EDGAR ↗ | Apr 21, 2026 File 020-36647 | Regulation Crowdfunding offering — amendment (Form C/A) Amendment filed · deadline Apr 30, 2027 | Groma NAV REIT, Inc. Boston, MA | $50,000 target · $1,500,000 maximum via Wefunder Portal LLC (CRD 283503 · FINRA funding portals ↗) | Not reported on this form | same CIK (SEC registrant number) as the Form D issuer · 100% |
| EDGAR ↗ | Mar 3, 2026 File 020-36647 | Regulation Crowdfunding offering — amendment (Form C/A) Amendment filed · deadline Apr 30, 2026 | Groma NAV REIT, Inc. Boston, MA | $50,000 target · $1,250,000 maximum via Wefunder Portal LLC (CRD 283503 · FINRA funding portals ↗) | Not reported on this form | same CIK (SEC registrant number) as the Form D issuer · 100% |
| EDGAR ↗ | Feb 12, 2026 File 020-36647 | Regulation Crowdfunding offering — amendment (Form C/A) Amendment filed · deadline Apr 30, 2026 | Groma NAV REIT, Inc. Boston, MA | $50,000 target · $1,250,000 maximum via Wefunder Portal LLC (CRD 283503 · FINRA funding portals ↗) | Not reported on this form | same CIK (SEC registrant number) as the Form D issuer · 100% |
| EDGAR ↗ | Dec 5, 2025 File 020-36647 | Regulation Crowdfunding offering (Form C) Offering filed · deadline Apr 30, 2026 | Groma NAV REIT, Inc. Boston, MA | $50,000 target · $5,000,000 maximum via Wefunder Portal LLC (CRD 283503 · FINRA funding portals ↗) | Not reported on this form | same CIK (SEC registrant number) as the Form D issuer · 100% |
Amounts are as reported by the issuer on the form; Regulation Crowdfunding forms report a target and maximum, not sales. Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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