PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:01 AM ET

Sponsor Check › Sponsor group

W

Walton

One sponsor team, 20 deal companies · Marietta, GA

Grouped because: 12 shared people, same business address (20 issuers), similar issuer names (7) (automatic match from the filings) · not the same sponsor?

20deal companies
$20.2Mreported sold
222investors
169Form D filings
2009–2026active
2new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jan 15, 2026 · 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

Walton is a sponsor group of 20 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 169 Form D filings between Dec 2009 and Jan 2026.

What this means One team, 20 deal companies, about 17 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: $20.2M to 222 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (17), Residential (3). Issuers are based in GA (20).

What this means $20.2M raised across the group, about $91K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Keith A. Davidson (19 issuers, executive officer, director, and promoter), L. Barry Teague (17 issuers, executive officer and director), Monte C. Johnson (17 issuers, executive officer and director), Lauren M. Johnson (16 issuers, executive officer), Lynda T. Ausburn (14 issuers, director) and 13 more.

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

Activity: 2 new offerings in the last 12 months; latest filing Jan 15, 2026.

What this means still raising money this 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) — 2 court cases matching the name, 3 bankruptcy cases matching the name listed in Key records below.

What this means 5 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 169 public filings for Walton and found 5 differences, 1 worth asking the sponsor about: 50 filings report more than 10% of the money raised going to insiders; and more below.

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

What the community is saying

Community search for Walton has not run yet — it is joining a line of 45,183 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

2 cases: 1 closed (disposition not in docket feed), 1 dismissed

Reinhard Dirscherl v. The Walton Company, Inc. closed matched at sponsor-group level (Walton)
District Court, C.D. California · No. 2:23-cv-00963 · Filed Feb 9, 2023 · Closed Feb 10, 2023
Role of The Walton Company, Inc.: Defendant · Outcome: Terminated 2023-02-10 (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)
Walton Company v. Rathbone Precision dismissed matched at sponsor-group level (Walton)
District Court, N.D. Georgia · No. 1:99-cv-00746 · Filed Mar 23, 1999 · Closed Oct 12, 1999 · Nature of suit: 190 Other contract actions
Role of Walton Company: Plaintiff · Outcome: Terminated 1999-10-12 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (GA); filed 1999, issuer incorporated 2010
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 Walton..

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

3 cases: 3 closed (disposition not in docket feed)

OHC LIQUIDATION TRUST, by and through Alvarez & Ma v. Williamson and Walton LLP closed matched at sponsor-group level (Walton)
United States Bankruptcy Court, D. Delaware · No. 04-78224 · Filed Nov 10, 2004 · Closed Jan 31, 2005
Role of Walton LLP: Defendant · Outcome: Case closed 2005-01-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state); filed 2004, issuer incorporated 2010
Hopkins v. Walton Inc closed matched at sponsor-group level (Walton)
United States Bankruptcy Court, D. Idaho · No. 02-06101 · Filed May 10, 2002 · Closed Sep 23, 2002
Role of Walton Inc: Defendant · Outcome: Case closed 2002-09-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in ID (not the issuer's state); filed 2002, issuer incorporated 2010
Hopkins v. Walton, Inc closed matched at sponsor-group level (Walton)
United States Bankruptcy Court, D. Idaho · No. 02-06054 · Filed Mar 8, 2002 · Closed Sep 23, 2002
Role of Walton, Inc: Defendant · Outcome: Case closed 2002-09-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in ID (not the issuer's state); filed 2002, issuer incorporated 2010
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.

5 differences found between the filings for Walton — 1 worth asking about (compared the newest 50 of 169 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jan 10, 2020 – Jan 15, 2026

50 filings report more than 10% of the money raised going to insiders

82% of the money raised went to insiders — School Street Walton Limited, LLC · 82% of the money raised went to insiders — Legacy Oaks 2 Walton Limited, LLC · 82% of the money raised went to insiders — Legacy Oaks 2 Walton Limited, LLC · 82% of the money raised went to insiders — School Street Walton Limited, LLC · 82% of the money raised went to insiders — Walton Pointe Tax Credit, LLC · and 45 more

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

Form D · Jan 15, 2026 ↗School Street Walton Limited, LLC — PartnerFacts page ↗Form D · Jan 15, 2026 ↗Legacy Oaks 2 Walton Limited, LLC — PartnerFacts page ↗
Sources
Note · Dec 31, 2022 – Jan 20, 2023

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

Form D filed 20 days after the first sale — Walton Renaissance State Credit, LLC · Form D filed 20 days after the first sale — Walton Pointe Tax Credit, LLC · Form D filed 20 days after the first sale — Walton Heights State Credit, LLC · Form D filed 20 days after the first sale — Walton Oaks Phase 1 State Credit, LLC · Form D filed 20 days after the first sale — Walton Oaks Family 2 Tax Credit, LLC · and 3 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 20, 2023 ↗Walton Renaissance State Credit, LLC — PartnerFacts page ↗Form D · Jan 20, 2023 ↗Walton Pointe Tax Credit, LLC — PartnerFacts page ↗
Sources
Note · Dec 31, 2020 – Jan 15, 2025

38 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 — Legacy Oaks 2 Walton Limited, LLC (latest filing Jan 15, 2025) · No amendment in the last 12 months on an offering that may still be open — School Street Walton Limited, LLC (latest filing Jan 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Walton Pointe Tax Credit, LLC (latest filing Jan 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Walton Oaks Family 2 Tax Credit, LLC (latest filing Jan 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Legacy Oaks 2 Walton Limited, LLC (latest filing Jan 12, 2024) · and 33 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Jan 15, 2025 ↗Legacy Oaks 2 Walton Limited, LLC — PartnerFacts page ↗Form D · Jan 15, 2025 ↗School Street Walton Limited, LLC — PartnerFacts page ↗
Sources
Note · Jan 12, 2024 – Jan 15, 2025

L. Barry Teague's role changed at Legacy Oaks 2 Walton Limited, LLC: executive officer, director → executive officer

The Jan 12, 2024 filing lists L. Barry Teague as executive officer, director; the Jan 15, 2025 Form D lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Jan 12, 2024 ↗Form D · Jan 15, 2025 ↗L. Barry Teague — PartnerFacts page ↗Legacy Oaks 2 Walton Limited, LLC — PartnerFacts page ↗
Sources
Note · Jan 10, 2020 – Jan 13, 2021

8 address changes between filings

Address moved from Marietta, GA to Atlanta, GA — Walton Renaissance State Credit, LLC · Address moved from Marietta, GA to Atlanta, GA — Walton Heights State Credit, LLC · Address moved from Marietta, GA to Atlanta, GA — School Street Walton Limited, LLC · Address moved from Marietta, GA to Atlanta, GA — Legacy Oaks 2 Walton Limited, LLC · Address moved from Marietta, GA to Atlanta, GA — Walton Oaks Phase 1 State Credit, LLC · and 3 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D · Jan 10, 2020 ↗Form D · Jan 13, 2021 ↗Walton Renaissance State Credit, LLC — PartnerFacts page ↗Form D · Jan 10, 2020 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 169 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 163 offerings report sales commissions; 0 report finder's fees; 158 report proceeds to related persons totalling $58,933,052. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 15, 2026 D
Legacy Oaks 2 Walton Limited, LLC
File 021-570116
$0$0$156,141 (est.)None listed on this filingEDGAR ↗
Jan 15, 2026 D
School Street Walton Limited, LLC
File 021-570119
$0$0$20,750 (est.)None listed on this filingEDGAR ↗
Jan 15, 2025 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-535307
$0$0$615,616 (est.)None listed on this filingEDGAR ↗
Jan 15, 2025 D
Walton Pointe Tax Credit, LLC
File 021-535318
$0$0$335,418 (est.)None listed on this filingEDGAR ↗
Jan 15, 2025 D
School Street Walton Limited, LLC
File 021-535326
$0$0$342,450 (est.)None listed on this filingEDGAR ↗
Jan 15, 2025 D
Legacy Oaks 2 Walton Limited, LLC
File 021-535333
$0$0$351,088 (est.)None listed on this filingEDGAR ↗
Jan 12, 2024 D
School Street Walton Limited, LLC
File 021-502369
$0$0$304,378 (est.)None listed on this filingEDGAR ↗
Jan 12, 2024 D
Walton Heights State Credit, LLC
File 021-502376
$0$0$388,795 (est.)None listed on this filingEDGAR ↗
Jan 12, 2024 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-502383
$0$0$632,964 (est.)None listed on this filingEDGAR ↗
Jan 12, 2024 D
Walton Pointe Tax Credit, LLC
File 021-502390
$0$0$572,700 (est.)None listed on this filingEDGAR ↗
Jan 12, 2024 D
Walton Renaissance State Credit, LLC
File 021-502396
$0$0$233,891 (est.)None listed on this filingEDGAR ↗
Jan 12, 2024 D
Legacy Oaks 2 Walton Limited, LLC
File 021-502404
$0$0$395,566 (est.)None listed on this filingEDGAR ↗
Jan 20, 2023 D
Legacy Oaks 2 Walton Limited, LLC
File 021-471303
$0$0$322,300 (est.)None listed on this filingEDGAR ↗
Jan 20, 2023 D
Legacy Terrace State Credit, LLC
File 021-471309
$0$0$415,932 (est.)None listed on this filingEDGAR ↗
Jan 20, 2023 D
School Street Walton Limited, LLC
File 021-471316
$0$0$316,456 (est.)None listed on this filingEDGAR ↗
Jan 20, 2023 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-471318
$0$0$573,740 (est.)None listed on this filingEDGAR ↗
Jan 20, 2023 D
Walton Oaks Phase 1 State Credit, LLC
File 021-471320
$0$0$328,000 (est.)None listed on this filingEDGAR ↗
Jan 20, 2023 D
Walton Heights State Credit, LLC
File 021-471323
$0$0$333,326 (est.)None listed on this filingEDGAR ↗
Jan 20, 2023 D
Walton Pointe Tax Credit, LLC
File 021-471326
$0$0$410,000 (est.)None listed on this filingEDGAR ↗
Jan 20, 2023 D
Walton Renaissance State Credit, LLC
File 021-471329
$0$0$303,494 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
Legacy Oaks Senior Tax Credit, LLC
File 021-429225
$0$0$433,432 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
Legacy Terrace State Credit, LLC
File 021-429232
$0$0$666,328 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
School Street Walton Limited, LLC
File 021-429233
$0$0$295,622 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
Walton Heights State Credit, LLC
File 021-429240
$0$0$315,216 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-429244
$0$0$322,355 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
Walton Oaks Phase 1 State Credit, LLC
File 021-429250
$0$0$579,333 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
Walton Pointe Tax Credit, LLC
File 021-429255
$0$0$170,387 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
Walton Renaissance State Credit, LLC
File 021-429271
$0$0$364,385 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-429272
$0$0$100,685 (est.)None listed on this filingEDGAR ↗
Jan 13, 2022 D
Legacy Oaks 2 Walton Limited, LLC
File 021-429218
$0$0$248,236 (est.)None listed on this filingEDGAR ↗
Jan 13, 2021 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-386065
$0$0$444,125 (est.)None listed on this filingEDGAR ↗
Jan 13, 2021 D
Walton Renaissance State Credit, LLC
File 021-386062
$0$0$572,814 (est.)None listed on this filingEDGAR ↗
Jan 13, 2021 D
Walton Heights State Credit, LLC
File 021-386069
$0$0$549,493 (est.)None listed on this filingEDGAR ↗
Jan 12, 2021 D
Walton BT State Credit, LLC
File 021-386035
$0$0$1,761 (est.)None listed on this filingEDGAR ↗
Jan 12, 2021 D
Walton Oaks Phase 1 State Credit, LLC
File 021-386045
$0$0$893,041 (est.)None listed on this filingEDGAR ↗
Jan 12, 2021 D
Walton Pointe Tax Credit, LLC
File 021-386053
$0$0$669,415 (est.)None listed on this filingEDGAR ↗
Jan 12, 2021 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-386039
$0$0$739,106 (est.)None listed on this filingEDGAR ↗
Jan 12, 2021 D
Legacy Oaks 2 Walton Limited, LLC
File 021-385998
$0$0$441,873 (est.)None listed on this filingEDGAR ↗
Jan 12, 2021 D
Legacy Oaks Senior Tax Credit, LLC
File 021-386003
$0$0$561,000 (est.)None listed on this filingEDGAR ↗
Jan 12, 2021 D
Legacy Terrace State Credit, LLC
File 021-386007
$0$0$832,349 (est.)None listed on this filingEDGAR ↗
Jan 12, 2021 D
School Street Walton Limited, LLC
File 021-386022
$0$0$425,721 (est.)None listed on this filingEDGAR ↗
Jan 10, 2020 D
Legacy Lakes State Credit, LLC
File 021-357648
$0$0$132,936 (est.)None listed on this filingEDGAR ↗
Jan 10, 2020 D
Legacy Oaks 2 Walton Limited, LLC
File 021-357651
$0$0$6,204 (est.)None listed on this filingEDGAR ↗
Jan 10, 2020 D
Legacy Oaks Senior Tax Credit, LLC
File 021-357657
$0$0$124,080 (est.)None listed on this filingEDGAR ↗
Jan 10, 2020 D
Legacy Terrace State Credit, LLC
File 021-357669
$0$0$71,088 (est.)None listed on this filingEDGAR ↗
Jan 10, 2020 D
School Street Walton Limited, LLC
File 021-357670
$0$0$342,976 (est.)None listed on this filingEDGAR ↗
Jan 10, 2020 D
Walton BT State Credit, LLC
File 021-357672
$0$0$89,993 (est.)None listed on this filingEDGAR ↗
Jan 10, 2020 D
Walton Heights State Credit, LLC
File 021-357681
$0$0$82,720 (est.)None listed on this filingEDGAR ↗
Jan 10, 2020 D
Walton Oaks Phase 1 State Credit, LLC
File 021-357686
$0$0$74,375 (est.)None listed on this filingEDGAR ↗
Jan 10, 2020 D
Walton Renaissance State Credit, LLC
File 021-357688
$0$0$41,360 (est.)None listed on this filingEDGAR ↗
Aug 30, 2019 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-347805
$0$0$330,880 (est.)None listed on this filingEDGAR ↗
Aug 30, 2019 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-347809
$0$0$289,520 (est.)None listed on this filingEDGAR ↗
Aug 30, 2019 D
Walton Pointe Tax Credit, LLC
File 021-347812
$0$0$537,680 (est.)None listed on this filingEDGAR ↗
Jan 9, 2019 D/A
Walton Oaks Family 2 Tax Credit, LLC
File 021-326763
$0$0$269,500 (est.)None listed on this filingEDGAR ↗
Dec 27, 2018 D
Legacy Lakes State Credit, LLC
File 021-328945
$0$0$226,800 (est.)None listed on this filingEDGAR ↗
Dec 26, 2018 D
Walton BT State Credit, LLC
File 021-328927
$0$0$193,669 (est.)None listed on this filingEDGAR ↗
Dec 26, 2018 D
School Street Walton Limited, LLC
File 021-328935
$0$0$303,737 (est.)None listed on this filingEDGAR ↗
Dec 26, 2018 D
Legacy Oaks Senior Tax Credit, LLC
File 021-328939
$0$0$496,530 (est.)None listed on this filingEDGAR ↗
Dec 26, 2018 D
Legacy Oaks 2 Walton Limited, LLC
File 021-328941
$0$0$373,884 (est.)None listed on this filingEDGAR ↗
Dec 26, 2018 D
Walton Renaissance State Credit, LLC
File 021-328887
$0$0$458,575 (est.)None listed on this filingEDGAR ↗
Dec 26, 2018 D
Walton Heights State Credit, LLC
File 021-328920
$0$0$329,954 (est.)None listed on this filingEDGAR ↗
Dec 26, 2018 D
Walton Oaks Phase 1 State Credit, LLC
File 021-328917
$0$0$784,301 (est.)None listed on this filingEDGAR ↗
Nov 28, 2018 D
Walton Pointe Tax Credit, LLC
File 021-326758
$0$0$500,500 (est.)None listed on this filingEDGAR ↗
Aug 28, 2018 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-320213
$0$0$324,000 (est.)None listed on this filingEDGAR ↗
Jan 3, 2018 D
Walton Heights State Credit, LLC
File 021-302167
$0$0$618,263 (est.)None listed on this filingEDGAR ↗
Jan 2, 2018 D
Legacy Terrace State Credit, LLC
File 021-302114
$0$0$685,464 (est.)None listed on this filingEDGAR ↗
Jan 2, 2018 D
Walton Renaissance State Credit, LLC
File 021-302121
$0$0$477,955 (est.)None listed on this filingEDGAR ↗
Jan 2, 2018 D
School Street Walton Limited, LLC
File 021-302128
$0$0$350,594 (est.)None listed on this filingEDGAR ↗
Jan 2, 2018 D
Legacy Oaks Senior Tax Credit, LLC
File 021-302131
$0$0$450,450 (est.)None listed on this filingEDGAR ↗
Jan 2, 2018 D
Walton Oaks Phase 1 State Credit, LLC
File 021-302134
$0$0$745,570 (est.)None listed on this filingEDGAR ↗
Jan 2, 2018 D
Legacy Lakes State Credit, LLC
File 021-302139
$0$0$215,600 (est.)None listed on this filingEDGAR ↗
Jan 2, 2018 D
Legacy Oaks 2 Walton Limited, LLC
File 021-302141
$0$0$382,994 (est.)None listed on this filingEDGAR ↗
Jan 2, 2018 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-302144
$0$0$637,550 (est.)None listed on this filingEDGAR ↗
Jan 2, 2018 D
Walton BT State Credit, LLC
File 021-302165
$0$0$102,517 (est.)None listed on this filingEDGAR ↗
Nov 29, 2017 D
WALTON VILLAGE SENIOR STATE CREDIT LLC
File 021-299738
$0$0$187,774 (est.)None listed on this filingEDGAR ↗
Nov 29, 2017 D
Walton Pointe Tax Credit, LLC
File 021-299741
$0$0$507,841 (est.)None listed on this filingEDGAR ↗
Nov 29, 2017 D
WALTON VILLAGE APARTMENT STATE CREDIT LLC
File 021-299748
$0$0$284,793 (est.)None listed on this filingEDGAR ↗
Aug 17, 2017 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-292968
$0$0$269,500 (est.)None listed on this filingEDGAR ↗
Jan 9, 2017 D
Legacy Oaks 2 Walton Limited, LLC
File 021-277899
$0$0$496,188 (est.)None listed on this filingEDGAR ↗
Jan 9, 2017 D
School Street Walton Limited, LLC
File 021-277901
$0$0$581,349 (est.)None listed on this filingEDGAR ↗
Jan 4, 2017 D
Legacy Lakes State Credit, LLC
File 021-277603
$0$0$215,600 (est.)None listed on this filingEDGAR ↗
Jan 4, 2017 D
Legacy Terrace State Credit, LLC
File 021-277605
$0$0$685,464 (est.)None listed on this filingEDGAR ↗
Jan 4, 2017 D
Walton BT State Credit, LLC
File 021-277606
$0$0$295,017 (est.)None listed on this filingEDGAR ↗
Jan 4, 2017 D
Walton Heights State Credit, LLC
File 021-277607
$0$0$514,001 (est.)None listed on this filingEDGAR ↗
Jan 4, 2017 D
Walton Renaissance State Credit, LLC
File 021-277610
$0$0$479,653 (est.)None listed on this filingEDGAR ↗
Jan 4, 2017 D
Walton Pointe Tax Credit, LLC
File 021-277613
$0$0$570,533 (est.)None listed on this filingEDGAR ↗
Jan 4, 2017 D
Legacy Oaks Senior Tax Credit, LLC
File 021-277617
$0$0$426,566 (est.)None listed on this filingEDGAR ↗
Jan 4, 2017 D
Walton Oaks Phase 1 State Credit, LLC
File 021-277622
$0$0$745,570 (est.)None listed on this filingEDGAR ↗
Jan 4, 2017 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-277624
$0$0$542,647 (est.)None listed on this filingEDGAR ↗
Dec 7, 2016 D
WALTON VILLAGE SENIOR STATE CREDIT LLC
File 021-275834
$0$0$575,762 (est.)None listed on this filingEDGAR ↗
Dec 7, 2016 D
WALTON VILLAGE APARTMENT STATE CREDIT LLC
File 021-275837
$0$0$604,486None listed on this filingEDGAR ↗
Aug 26, 2016 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-269609
$0$0$741,000 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
Legacy Lakes State Credit, LLC
File 021-252906
$0$0$204,400 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
Legacy Oaks Senior Tax Credit, LLC
File 021-252907
$0$0$443,840 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
Legacy Terrace State Credit, LLC
File 021-252908
$0$0$638,763 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
Walton BT State Credit, LLC
File 021-252916
$0$0$71,407 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-252917
$0$0$611,375 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
Walton Heights State Credit, LLC
File 021-252921
$0$0$604,395 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
Walton Oaks Phase 1 State Credit, LLC
File 021-252928
$0$0$706,840 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
Walton Pointe Tax Credit, LLC
File 021-252932
$0$0$538,375 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
Walton Renaissance State Credit, LLC
File 021-252941
$0$0$453,127 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
WALTON RIDENOUR STATE CREDIT LLC
File 021-252945
$0$0$331,911 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
WALTON VILLAGE APARTMENT STATE CREDIT LLC
File 021-252949
$0$0$489,922 (est.)None listed on this filingEDGAR ↗
Dec 11, 2015 D
WALTON VILLAGE SENIOR STATE CREDIT LLC
File 021-252950
$0$0$540,139 (est.)None listed on this filingEDGAR ↗
Aug 14, 2015 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-245860
$0$0$346,750 (est.)None listed on this filingEDGAR ↗
Mar 26, 2015 D
Walton Woodstock Apartments Phase 2, LLC
File 021-236723
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2014 D/A
Walton Ridge State Credit LLC
File 021-230743
$0$0$119,514 (est.)None listed on this filingEDGAR ↗
Dec 23, 2014 D
WALTON RIDENOUR STATE CREDIT LLC
File 021-230753
$0$0$443,997 (est.)None listed on this filingEDGAR ↗
Dec 23, 2014 D/A
Legacy Lakes State Credit, LLC
File 021-230727
$0$0$190,400 (est.)None listed on this filingEDGAR ↗
Dec 23, 2014 D
Legacy Terrace State Credit, LLC
File 021-230735
$0$0$605,344 (est.)None listed on this filingEDGAR ↗
Dec 23, 2014 D
Walton Oaks Phase 1 State Credit, LLC
File 021-230738
$0$0$649,484 (est.)None listed on this filingEDGAR ↗
Dec 23, 2014 D
Legacy Oaks Senior Tax Credit, LLC
File 021-230748
$0$0$462,400 (est.)None listed on this filingEDGAR ↗
Dec 23, 2014 D
Walton BT State Credit, LLC
File 021-230757
$0$0$90,534 (est.)None listed on this filingEDGAR ↗
Dec 23, 2014 D
Walton Renaissance State Credit, LLC
File 021-230763
$0$0$380,800 (est.)None listed on this filingEDGAR ↗
Dec 23, 2014 D
Walton Heights State Credit, LLC
File 021-230758
$0$0$610,598 (est.)None listed on this filingEDGAR ↗
Nov 25, 2014 D
WALTON VILLAGE SENIOR STATE CREDIT LLC
File 021-229014
$0$0$503,511 (est.)None listed on this filingEDGAR ↗
Nov 25, 2014 D
WALTON VILLAGE APARTMENT STATE CREDIT LLC
File 021-229018
$0$0$442,400 (est.)None listed on this filingEDGAR ↗
Aug 28, 2014 D
Legacy at Walton Bluegrass, LLC
File 021-223778
$0$0$0None listed on this filingEDGAR ↗
Aug 28, 2014 D
Walton Bluegrass Apartments, LLC
File 021-223768
$0$0$0None listed on this filingEDGAR ↗
Aug 26, 2014 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-223634
$0$0$646,000None listed on this filingEDGAR ↗
Dec 20, 2013 D
Walton Renaissance State Credit, LLC
File 021-208513
$0$0$19,115 (est.)None listed on this filingEDGAR ↗
Dec 20, 2013 D
Walton Heights State Credit, LLC
File 021-208505
$0$0$24,938 (est.)None listed on this filingEDGAR ↗
Nov 15, 2013 D
WALTON RIDENOUR STATE CREDIT LLC
File 021-206443
$0$0$424,409 (est.)None listed on this filingEDGAR ↗
Nov 15, 2013 D
Legacy Oaks Senior Tax Credit, LLC
File 021-206442
$0$0$442,000 (est.)None listed on this filingEDGAR ↗
Nov 6, 2013 D
WALTON VILLAGE APARTMENT STATE CREDIT LLC
File 021-205895
$0$0$127,570 (est.)None listed on this filingEDGAR ↗
Oct 24, 2013 D
Walton Ridge State Credit LLC
File 021-205163
$0$0$413,375 (est.)None listed on this filingEDGAR ↗
Oct 24, 2013 D
WALTON VILLAGE SENIOR STATE CREDIT LLC
File 021-205155
$0$0$126,383 (est.)None listed on this filingEDGAR ↗
Oct 24, 2013 D
Legacy Lakes State Credit, LLC
File 021-205172
$0$0$156,000 (est.)None listed on this filingEDGAR ↗
Oct 24, 2013 D
Walton Oaks Phase 1 State Credit, LLC
File 021-205167
$0$0$450,569 (est.)None listed on this filingEDGAR ↗
Oct 24, 2013 D
Legacy Terrace State Credit, LLC
File 021-205169
$0$0$420,744 (est.)None listed on this filingEDGAR ↗
Oct 3, 2013 D
Walton Pointe Tax Credit, LLC
File 021-203981
$0$0$0None listed on this filingEDGAR ↗
Oct 3, 2013 D
Walton Oaks Family 2 Tax Credit, LLC
File 021-203975
$0$0$0None listed on this filingEDGAR ↗
Aug 15, 2013 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-201395
$0$0$346,250 (est.)None listed on this filingEDGAR ↗
Oct 22, 2012 D
WALTON VILLAGE APARTMENT STATE CREDIT LLC
File 021-185877
$0$0$481,689 (est.)None listed on this filingEDGAR ↗
Oct 19, 2012 D
Walton BT State Credit, LLC
File 021-185858
$0$0$62,500 (est.)None listed on this filingEDGAR ↗
Oct 19, 2012 D
Legacy Lakes State Credit, LLC
File 021-185859
$0$0$181,250 (est.)None listed on this filingEDGAR ↗
Oct 19, 2012 D
Legacy Oaks Senior Tax Credit, LLC
File 021-185863
$0$0$560,000 (est.)None listed on this filingEDGAR ↗
Oct 19, 2012 D
Legacy Terrace State Credit, LLC
File 021-185866
$0$0$252,500 (est.)None listed on this filingEDGAR ↗
Oct 19, 2012 D
WALTON VILLAGE SENIOR STATE CREDIT LLC
File 021-185867
$0$0$545,342 (est.)None listed on this filingEDGAR ↗
Oct 19, 2012 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-185868
$0$0$346,250 (est.)None listed on this filingEDGAR ↗
Oct 19, 2012 D
Walton Oaks Phase 1 State Credit, LLC
File 021-185873
$0$0$230,000 (est.)None listed on this filingEDGAR ↗
Oct 19, 2012 D
WALTON RIDENOUR STATE CREDIT LLC
File 021-185875
$0$0$351,591 (est.)None listed on this filingEDGAR ↗
Oct 19, 2012 D
Walton Ridge State Credit LLC
File 021-185876
$0$0$251,432 (est.)None listed on this filingEDGAR ↗
Aug 10, 2012 D
Walton Heights State Credit, LLC
File 021-182514
$0$0$319,454 (est.)None listed on this filingEDGAR ↗
Aug 10, 2012 D
Walton Renaissance State Credit, LLC
File 021-182516
$0$0$158,435 (est.)None listed on this filingEDGAR ↗
Nov 9, 2011 D
Walton Ridge State Credit LLC
File 021-168463
$0$0$333,864 (est.)None listed on this filingEDGAR ↗
Nov 9, 2011 D
WALTON VILLAGE APARTMENT STATE CREDIT LLC
File 021-168478
$0$0$457,682 (est.)None listed on this filingEDGAR ↗
Nov 9, 2011 D
Legacy Lakes State Credit, LLC
File 021-168482
$0$0$197,700 (est.)None listed on this filingEDGAR ↗
Nov 9, 2011 D
Walton Village Senior Phase 2 State Credit, LLC
File 021-168484
$0$0$486,782 (est.)None listed on this filingEDGAR ↗
Nov 9, 2011 D
Legacy Oaks Senior Tax Credit, LLC
File 021-168486
$0$0$71,800 (est.)None listed on this filingEDGAR ↗
Nov 8, 2011 D
WALTON RIDENOUR STATE CREDIT LLC
File 021-168393
$0$0$415,838 (est.)None listed on this filingEDGAR ↗
Aug 24, 2011 D
WALTON VILLAGE SENIOR STATE CREDIT LLC
File 021-164848
$0$0$555,343 (est.)None listed on this filingEDGAR ↗
Jan 14, 2011 D
Walton BT State Credit, LLC
File 021-153820
$0$0$5,000 (est.)None listed on this filingEDGAR ↗
Dec 23, 2010 D
Legacy Lakes State Credit, LLC
File 021-152462
$0$0$10,000None listed on this filingEDGAR ↗
Dec 23, 2010 D
Walton Ridge State Credit LLC
File 021-152463
$0$0$10,000None listed on this filingEDGAR ↗
Dec 23, 2010 D
WALTON VILLAGE SENIOR STATE CREDIT LLC
File 021-152467
$0$0$10,000None listed on this filingEDGAR ↗
Nov 23, 2010 D
WALTON RIDENOUR STATE CREDIT LLC
File 021-150969
$0$0$10,000None listed on this filingEDGAR ↗
Nov 23, 2010 D
WALTON VILLAGE APARTMENT STATE CREDIT LLC
File 021-150972
$0$0$10,000 (est.)None listed on this filingEDGAR ↗
Sep 23, 2010 D
FDBT State Credit, LLC
File 021-148089
$0$0$95,113 (est.)
ASSUMES OFFERING IS FULLY SOLD
None listed on this filingEDGAR ↗
Dec 15, 2009 D
Walton Ridge State Credit LLC
File 021-72195
$0$0$280,845None listed on this filingEDGAR ↗
Dec 14, 2009 D
WALTON VILLAGE APARTMENT STATE CREDIT LLC
File 021-113545
$0$0$499,716None listed on this filingEDGAR ↗
Dec 14, 2009 D
WALTON VILLAGE SENIOR STATE CREDIT LLC
File 021-113544
$0$0$420,000None listed on this filingEDGAR ↗
Dec 9, 2009 D
WALTON RIDENOUR STATE CREDIT LLC
File 021-115067
$0$0$489,702None listed on this filingEDGAR ↗
How this is counted

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

Counted across all 20 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗WR WALTON RIDENOUR STATE CREDIT LLCshared people, same business addressMarietta, GAPooled Investment Fund7$509,290
offering $379,652 · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2015
EDGAR ↗WV WALTON VILLAGE APARTMENT STATE CREDIT LLCshared people, same business address, similar issuer namesMARIETTA, GAPooled Investment Fund9$557,035
offering $314,382 · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2017
EDGAR ↗WV WALTON VILLAGE SENIOR STATE CREDIT LLCshared people, same business address, similar issuer namesMARIETTA, GAPooled Investment Fund9$614,131
offering $207,283 · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2017
EDGAR ↗WR Walton Ridge State Credit LLCshared people, same business addressMARIETTA, GAPooled Investment Fund7$414,470
offering $137,089 · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2014
EDGAR ↗FS FDBT State Credit, LLCshared people, same business addressMARIETTA, GAPooled Investment Fund1$1,200,0001No minimum reported2010–2010
EDGAR ↗LL Legacy Lakes State Credit, LLCshared people, same business addressMARIETTA, GAPooled Investment Fund11$243,600
offering $141,422 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2020
EDGAR ↗WB Walton BT State Credit, LLCshared people, same business addressATLANTA, GAPooled Investment Fund9$325,668
offering $3,851 · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2011–2021
EDGAR ↗WV Walton Village Senior Phase 2 State Credit, LLCshared people, same business address, similar issuer namesATLANTA, GAPooled Investment Fund11$475,000
offering $245,575 · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2011–2022
EDGAR ↗LO Legacy Oaks Senior Tax Credit, LLCshared people, same business address, similar issuer namesATLANTA, GAPooled Investment Fund12$600,000
offering $740,960 · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2011–2022
EDGAR ↗WR Walton Renaissance State Credit, LLCshared people, same business addressATLANTA, GAPooled Investment Fund12$1,235,296
offering $534,375 · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2012–2024
EDGAR ↗WH Walton Heights State Credit, LLCshared people, same business addressATLANTA, GAPooled Investment Fund12$1,186,816
offering $729,745 · similar: $155,000–$5,250,000
19
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2012–2024
EDGAR ↗WO Walton Oaks Phase 1 State Credit, LLCshared people, same business address, similar issuer namesATLANTA, GAPooled Investment Fund12$955,124
offering $618,222 · similar: $155,000–$5,250,000
7
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2012–2023
EDGAR ↗LT Legacy Terrace State Credit, LLCshared people, same business addressATLANTA, GAPooled Investment Fund11$890,213
offering $506,557 · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2012–2023
EDGAR ↗WP Walton Pointe Tax Credit, LLCshared people, same business addressATLANTA, GAPooled Investment Fund11$1,275,571
offering $800,000 · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2025
EDGAR ↗WO Walton Oaks Family 2 Tax Credit, LLCshared people, same business address, similar issuer namesATLANTA, GAPooled Investment Fund12$1,704,425
offering $900,000 · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2025
EDGAR ↗LA Legacy at Walton Bluegrass, LLCshared people, same business addressMARIETTA, GAResidential1$3,581,000
offering $3,581,000 · similar: $4,000,000–$20,000,000
25
similar: 4–46
No minimum reported
similar: $25,000–$100,000
2014–2014
EDGAR ↗WB Walton Bluegrass Apartments, LLCshared people, same business addressMARIETTA, GAResidential1$6,043,000
offering $6,043,000 · similar: $4,000,000–$20,000,000
25
similar: 4–46
No minimum reported
similar: $25,000–$100,000
2014–2014
EDGAR ↗WW Walton Woodstock Apartments Phase 2, LLCshared people, same business addressMARIETTA, GAResidential1$4,810,000
offering $4,810,000 · similar: $4,000,000–$20,000,000
23
similar: 4–46
No minimum reported
similar: $25,000–$100,000
2015–2015
EDGAR ↗LO Legacy Oaks 2 Walton Limited, LLCshared people, same business address, similar issuer namesATLANTA, GAPooled Investment Fund10$547,740
offering $669,800 · similar: $155,000–$5,250,000
7
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2026
EDGAR ↗SS School Street Walton Limited, LLCshared people, same business addressATLANTA, GAPooled Investment Fund10$641,749
offering $777,000 · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Residential / 506(c) (1,237 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jan 15, 2026School Street Walton Limited, LLCDPooled Investment Fund$777,000$25,305
EDGAR ↗Jan 15, 2026Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$669,800$190,417
EDGAR ↗Jan 15, 2025Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$669,800$428,157
EDGAR ↗Jan 15, 2025School Street Walton Limited, LLCDPooled Investment Fund$777,000$417,623
EDGAR ↗Jan 15, 2025Walton Pointe Tax Credit, LLCDPooled Investment Fund$800,000$409,047
EDGAR ↗Jan 15, 2025Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$900,000$750,752
EDGAR ↗Jan 12, 2024Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$669,800$476,586
EDGAR ↗Jan 12, 2024Walton Renaissance State Credit, LLCDPooled Investment Fund$534,375$281,797
EDGAR ↗Jan 12, 2024Walton Pointe Tax Credit, LLCDPooled Investment Fund$800,000$690,000
EDGAR ↗Jan 12, 2024Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$900,000$762,608
EDGAR ↗Jan 12, 2024Walton Heights State Credit, LLCDPooled Investment Fund$729,745$468,428
EDGAR ↗Jan 12, 2024School Street Walton Limited, LLCDPooled Investment Fund$777,000$366,721
EDGAR ↗Jan 20, 2023Walton Renaissance State Credit, LLCDPooled Investment Fund$846,816$369,794
EDGAR ↗Jan 20, 2023Walton Pointe Tax Credit, LLCDPooled Investment Fund$800,000$500,000
EDGAR ↗Jan 20, 2023Walton Heights State Credit, LLCDPooled Investment Fund$930,619$394,266
EDGAR ↗Jan 20, 2023Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$618,222$400,000
EDGAR ↗Jan 20, 2023Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$900,000$696,165
EDGAR ↗Jan 20, 2023School Street Walton Limited, LLCDPooled Investment Fund$777,000$374,984
EDGAR ↗Jan 20, 2023Legacy Terrace State Credit, LLCDPooled Investment Fund$506,557$489,332
EDGAR ↗Jan 20, 2023Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$669,800$380,483
EDGAR ↗Jan 13, 2022Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$669,800$302,727
EDGAR ↗Jan 13, 2022Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$245,575$122,787
EDGAR ↗Jan 13, 2022Walton Renaissance State Credit, LLCDPooled Investment Fund$846,816$444,373
EDGAR ↗Jan 13, 2022Walton Pointe Tax Credit, LLCDPooled Investment Fund$800,000$207,790
EDGAR ↗Jan 13, 2022Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$968,274$706,504
EDGAR ↗Jan 13, 2022Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$900,000$393,117
EDGAR ↗Jan 13, 2022Walton Heights State Credit, LLCDPooled Investment Fund$930,619$384,410
EDGAR ↗Jan 13, 2022School Street Walton Limited, LLCDPooled Investment Fund$777,000$360,515
EDGAR ↗Jan 13, 2022Legacy Terrace State Credit, LLCDPooled Investment Fund$890,213$812,596
EDGAR ↗Jan 13, 2022Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$740,960$528,576
EDGAR ↗Jan 13, 2021Walton Heights State Credit, LLCDPooled Investment Fund$930,619$587,693
EDGAR ↗Jan 13, 2021Walton Renaissance State Credit, LLCDPooled Investment Fund$846,816$612,635
EDGAR ↗Jan 13, 2021Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$950,000$475,000
EDGAR ↗Jan 12, 2021School Street Walton Limited, LLCDPooled Investment Fund$777,000$455,317
EDGAR ↗Jan 12, 2021Legacy Terrace State Credit, LLCDPooled Investment Fund$890,213$890,213
EDGAR ↗Jan 12, 2021Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$850,000$600,000
EDGAR ↗Jan 12, 2021Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$669,800$472,591
EDGAR ↗Jan 12, 2021Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$900,000$790,488
EDGAR ↗Jan 12, 2021Walton Pointe Tax Credit, LLCDPooled Investment Fund$800,000$715,952
EDGAR ↗Jan 12, 2021Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$968,274$955,124
EDGAR ↗Jan 12, 2021Walton BT State Credit, LLCDPooled Investment Fund$3,851$1,883
EDGAR ↗Jan 10, 2020Walton Renaissance State Credit, LLCDPooled Investment Fund$44,000$44,000
EDGAR ↗Jan 10, 2020Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$79,546$79,546
EDGAR ↗Jan 10, 2020Walton Heights State Credit, LLCDPooled Investment Fund$88,000$88,000
EDGAR ↗Jan 10, 2020Walton BT State Credit, LLCDPooled Investment Fund$96,250$96,250
EDGAR ↗Jan 10, 2020School Street Walton Limited, LLCDPooled Investment Fund$364,869$364,869
EDGAR ↗Jan 10, 2020Legacy Terrace State Credit, LLCDPooled Investment Fund$76,030$76,030
EDGAR ↗Jan 10, 2020Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$132,000$132,000
EDGAR ↗Jan 10, 2020Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$6,600$6,600
EDGAR ↗Jan 10, 2020Legacy Lakes State Credit, LLCDPooled Investment Fund$141,422$141,422
EDGAR ↗Aug 30, 2019Walton Pointe Tax Credit, LLCDPooled Investment Fund$630,960$572,000
EDGAR ↗Aug 30, 2019Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$654,720$308,000
EDGAR ↗Aug 30, 2019Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$418,000$352,000
EDGAR ↗Jan 9, 2019Walton Oaks Family 2 Tax Credit, LLCD/APooled Investment Fund$731,224$731,224
EDGAR ↗Dec 27, 2018Legacy Lakes State Credit, LLCDPooled Investment Fund$243,600$243,600
EDGAR ↗Dec 26, 2018Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$842,398$842,398
EDGAR ↗Dec 26, 2018Walton Heights State Credit, LLCDPooled Investment Fund$354,395$354,395
EDGAR ↗Dec 26, 2018Walton Renaissance State Credit, LLCDPooled Investment Fund$492,543$492,543
EDGAR ↗Dec 26, 2018Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$401,579$401,579
EDGAR ↗Dec 26, 2018Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$533,310$533,310
EDGAR ↗Dec 26, 2018School Street Walton Limited, LLCDPooled Investment Fund$326,236$326,236
EDGAR ↗Dec 26, 2018Walton BT State Credit, LLCDPooled Investment Fund$208,015$208,015
EDGAR ↗Nov 28, 2018Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$594,699$297,500
EDGAR ↗Nov 28, 2018Walton Pointe Tax Credit, LLCDPooled Investment Fund$740,952$552,500
EDGAR ↗Aug 28, 2018Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$826,500$348,000
EDGAR ↗Jan 3, 2018Walton Heights State Credit, LLCDPooled Investment Fund$682,498$682,498
EDGAR ↗Jan 2, 2018Walton BT State Credit, LLCDPooled Investment Fund$113,168$113,168
EDGAR ↗Jan 2, 2018Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$703,789$703,789
EDGAR ↗Jan 2, 2018Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$422,786$422,786
EDGAR ↗Jan 2, 2018Legacy Lakes State Credit, LLCDPooled Investment Fund$238,000$238,000
EDGAR ↗Jan 2, 2018Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$823,032$823,032
EDGAR ↗Jan 2, 2018Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$497,250$497,250
EDGAR ↗Jan 2, 2018School Street Walton Limited, LLCDPooled Investment Fund$387,019$387,019
EDGAR ↗Jan 2, 2018Walton Renaissance State Credit, LLCDPooled Investment Fund$527,613$527,613
EDGAR ↗Jan 2, 2018Legacy Terrace State Credit, LLCDPooled Investment Fund$756,681$756,681
EDGAR ↗Nov 29, 2017WALTON VILLAGE APARTMENT STATE CREDIT LLCDPooled Investment Fund$314,382$80,100
EDGAR ↗Nov 29, 2017Walton Pointe Tax Credit, LLCDPooled Investment Fund$560,604$540,486
EDGAR ↗Nov 29, 2017WALTON VILLAGE SENIOR STATE CREDIT LLCDPooled Investment Fund$207,283$186,912
EDGAR ↗Aug 17, 2017Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$807,500$297,500
EDGAR ↗Jan 9, 2017School Street Walton Limited, LLCDPooled Investment Fund$641,749$641,749
EDGAR ↗Jan 9, 2017Legacy Oaks 2 Walton Limited, LLCDPooled Investment Fund$547,740$547,740
EDGAR ↗Jan 4, 2017Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$599,026$599,026
EDGAR ↗Jan 4, 2017Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$823,032$823,032
EDGAR ↗Jan 4, 2017Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$470,884$470,884
EDGAR ↗Jan 4, 2017Walton Pointe Tax Credit, LLCDPooled Investment Fund$629,809$629,809
EDGAR ↗Jan 4, 2017Walton Renaissance State Credit, LLCDPooled Investment Fund$529,487$529,487
EDGAR ↗Jan 4, 2017Walton Heights State Credit, LLCDPooled Investment Fund$567,403$567,403
EDGAR ↗Jan 4, 2017Walton BT State Credit, LLCDPooled Investment Fund$325,668$325,668
EDGAR ↗Jan 4, 2017Legacy Terrace State Credit, LLCDPooled Investment Fund$756,681$756,681
EDGAR ↗Jan 4, 2017Legacy Lakes State Credit, LLCDPooled Investment Fund$238,000$238,000
EDGAR ↗Dec 7, 2016WALTON VILLAGE APARTMENT STATE CREDIT LLCDPooled Investment Fund$667,290$212,500
EDGAR ↗Dec 7, 2016WALTON VILLAGE SENIOR STATE CREDIT LLCDPooled Investment Fund$635,581$510,000
EDGAR ↗Aug 26, 2016Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$807,500$297,500
EDGAR ↗Dec 11, 2015WALTON VILLAGE SENIOR STATE CREDIT LLCDPooled Investment Fund$614,131$614,131
EDGAR ↗Dec 11, 2015WALTON VILLAGE APARTMENT STATE CREDIT LLCDPooled Investment Fund$557,035$557,035
EDGAR ↗Dec 11, 2015WALTON RIDENOUR STATE CREDIT LLCDPooled Investment Fund$379,652$379,652
EDGAR ↗Dec 11, 2015Walton Renaissance State Credit, LLCDPooled Investment Fund$453,127$453,127
EDGAR ↗Dec 11, 2015Walton Pointe Tax Credit, LLCDPooled Investment Fund$612,125$612,125
EDGAR ↗Dec 11, 2015Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$803,667$803,667
EDGAR ↗Dec 11, 2015Walton Heights State Credit, LLCDPooled Investment Fund$687,189$687,189
EDGAR ↗Dec 11, 2015Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$695,125$695,125
EDGAR ↗Dec 11, 2015Walton BT State Credit, LLCDPooled Investment Fund$81,188$81,188
EDGAR ↗Dec 11, 2015Legacy Terrace State Credit, LLCDPooled Investment Fund$726,264$726,264
EDGAR ↗Dec 11, 2015Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$504,640$504,640
EDGAR ↗Dec 11, 2015Legacy Lakes State Credit, LLCDPooled Investment Fund$232,400$232,400
EDGAR ↗Aug 14, 2015Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$394,250$290,500
EDGAR ↗Mar 26, 2015Walton Woodstock Apartments Phase 2, LLCDResidential$4,810,000$4,810,000
EDGAR ↗Dec 23, 2014Legacy Terrace State Credit, LLCDPooled Investment Fund$694,366$694,366
EDGAR ↗Dec 23, 2014Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$744,996$744,996
EDGAR ↗Dec 23, 2014Walton Heights State Credit, LLCDPooled Investment Fund$700,392$700,392
EDGAR ↗Dec 23, 2014Walton Renaissance State Credit, LLCDPooled Investment Fund$436,800$436,800
EDGAR ↗Dec 23, 2014Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$530,400$530,400
EDGAR ↗Dec 23, 2014Walton BT State Credit, LLCDPooled Investment Fund$103,848$103,848
EDGAR ↗Dec 23, 2014Legacy Oaks Senior Tax Credit, LLCD/APooled Investment Fund$530,400$530,400
EDGAR ↗Dec 23, 2014Walton Ridge State Credit LLCD/APooled Investment Fund$137,089$137,089
EDGAR ↗Dec 23, 2014Walton Oaks Phase 1 State Credit, LLCD/APooled Investment Fund$744,996$744,996
EDGAR ↗Dec 23, 2014Legacy Terrace State Credit, LLCD/APooled Investment Fund$694,366$694,366
EDGAR ↗Dec 23, 2014Legacy Lakes State Credit, LLCD/APooled Investment Fund$218,400$218,400
EDGAR ↗Dec 23, 2014Legacy Lakes State Credit, LLCDPooled Investment Fund$218,400$218,400
EDGAR ↗Dec 23, 2014WALTON RIDENOUR STATE CREDIT LLCDPooled Investment Fund$509,290$509,290
EDGAR ↗Dec 23, 2014Walton Ridge State Credit LLCDPooled Investment Fund$137,089$137,089
EDGAR ↗Nov 25, 2014WALTON VILLAGE APARTMENT STATE CREDIT LLCDPooled Investment Fund$507,458$507,458
EDGAR ↗Nov 25, 2014WALTON VILLAGE SENIOR STATE CREDIT LLCDPooled Investment Fund$577,567$577,567
EDGAR ↗Aug 28, 2014Walton Bluegrass Apartments, LLCDResidential$6,043,000$6,043,000
EDGAR ↗Aug 28, 2014Legacy at Walton Bluegrass, LLCDResidential$3,581,000$3,581,000
EDGAR ↗Aug 26, 2014Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$721,500$273,000
EDGAR ↗Dec 20, 2013Walton Heights State Credit, LLCDPooled Investment Fund$136,292$0
EDGAR ↗Dec 20, 2013Walton Renaissance State Credit, LLCDPooled Investment Fund$209,454$0
EDGAR ↗Nov 15, 2013Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$421,500$0
EDGAR ↗Nov 15, 2013WALTON RIDENOUR STATE CREDIT LLCDPooled Investment Fund$489,702$0
EDGAR ↗Nov 6, 2013WALTON VILLAGE APARTMENT STATE CREDIT LLCDPooled Investment Fund$469,983$0
EDGAR ↗Oct 24, 2013Legacy Terrace State Credit, LLCDPooled Investment Fund$667,660$0
EDGAR ↗Oct 24, 2013Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$696,206$0
EDGAR ↗Oct 24, 2013Legacy Lakes State Credit, LLCDPooled Investment Fund$210,000$0
EDGAR ↗Oct 24, 2013WALTON VILLAGE SENIOR STATE CREDIT LLCDPooled Investment Fund$555,343$0
EDGAR ↗Oct 24, 2013Walton Ridge State Credit LLCDPooled Investment Fund$476,971$0
EDGAR ↗Oct 3, 2013Walton Oaks Family 2 Tax Credit, LLCDPooled Investment Fund$1,890,000$1,704,425
EDGAR ↗Oct 3, 2013Walton Pointe Tax Credit, LLCDPooled Investment Fund$1,440,000$1,275,571
EDGAR ↗Aug 15, 2013Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$356,250$262,500
EDGAR ↗Oct 22, 2012WALTON VILLAGE APARTMENT STATE CREDIT LLCDPooled Investment Fund$491,689$0
EDGAR ↗Oct 19, 2012Walton Ridge State Credit LLCDPooled Investment Fund$261,432$0
EDGAR ↗Oct 19, 2012WALTON RIDENOUR STATE CREDIT LLCDPooled Investment Fund$361,591$0
EDGAR ↗Oct 19, 2012Walton Oaks Phase 1 State Credit, LLCDPooled Investment Fund$240,000$0
EDGAR ↗Oct 19, 2012Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$356,250$262,500
EDGAR ↗Oct 19, 2012WALTON VILLAGE SENIOR STATE CREDIT LLCDPooled Investment Fund$555,342$0
EDGAR ↗Oct 19, 2012Legacy Terrace State Credit, LLCDPooled Investment Fund$262,500$0
EDGAR ↗Oct 19, 2012Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$570,000$0
EDGAR ↗Oct 19, 2012Legacy Lakes State Credit, LLCDPooled Investment Fund$191,250$0
EDGAR ↗Oct 19, 2012Walton BT State Credit, LLCDPooled Investment Fund$67,500$0
EDGAR ↗Aug 10, 2012Walton Renaissance State Credit, LLCDPooled Investment Fund$1,235,296$1,235,296
EDGAR ↗Aug 10, 2012Walton Heights State Credit, LLCDPooled Investment Fund$1,186,816$1,186,816
EDGAR ↗Nov 9, 2011Legacy Oaks Senior Tax Credit, LLCDPooled Investment Fund$75,000$0
EDGAR ↗Nov 9, 2011Walton Village Senior Phase 2 State Credit, LLCDPooled Investment Fund$518,782$0
EDGAR ↗Nov 9, 2011Legacy Lakes State Credit, LLCDPooled Investment Fund$210,000$0
EDGAR ↗Nov 9, 2011WALTON VILLAGE APARTMENT STATE CREDIT LLCDPooled Investment Fund$486,482$0
EDGAR ↗Nov 9, 2011Walton Ridge State Credit LLCDPooled Investment Fund$357,864$357,864
EDGAR ↗Nov 8, 2011WALTON RIDENOUR STATE CREDIT LLCDPooled Investment Fund$444,638$292,135
EDGAR ↗Aug 24, 2011WALTON VILLAGE SENIOR STATE CREDIT LLCDPooled Investment Fund$555,343$216,750
EDGAR ↗Jan 14, 2011Walton BT State Credit, LLCDPooled Investment Fund$116,153$116,153
EDGAR ↗Dec 23, 2010WALTON VILLAGE SENIOR STATE CREDIT LLCDPooled Investment Fund$583,306$583,306
EDGAR ↗Dec 23, 2010Walton Ridge State Credit LLCDPooled Investment Fund$414,470$414,470
EDGAR ↗Dec 23, 2010Legacy Lakes State Credit, LLCDPooled Investment Fund$210,000$210,000
EDGAR ↗Nov 23, 2010WALTON VILLAGE APARTMENT STATE CREDIT LLCDPooled Investment Fund$562,536$30,000
EDGAR ↗Nov 23, 2010WALTON RIDENOUR STATE CREDIT LLCDPooled Investment Fund$489,702$112,500
EDGAR ↗Sep 23, 2010FDBT State Credit, LLCDPooled Investment Fund$2,250,000$1,200,000
EDGAR ↗Dec 15, 2009Walton Ridge State Credit LLCDPooled Investment Fund$280,845$0
EDGAR ↗Dec 14, 2009WALTON VILLAGE SENIOR STATE CREDIT LLCDPooled Investment Fund$420,000$420,000
EDGAR ↗Dec 14, 2009WALTON VILLAGE APARTMENT STATE CREDIT LLCDPooled Investment Fund$499,716$196,500
EDGAR ↗Dec 9, 2009WALTON RIDENOUR STATE CREDIT LLCDPooled Investment Fund$489,702$108,550

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jan 15, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2014), Residential (2014), Pooled Investment Fund (2014), Residential (2015). Latest offering: Pooled Investment Fund (2015–2026; most recent Jan 15, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
KD Keith A. DavidsonExecutive Officer, Director, Promoter19Dec 14, 2009 → Jan 15, 2026
LT L. Barry TeagueExecutive Officer, Director17Dec 9, 2009 → Jan 15, 2026
MJ Monte C. JohnsonExecutive Officer, Director17Dec 9, 2009 → Jan 15, 2026
LJ Lauren M. JohnsonExecutive Officer16Aug 15, 2013 → Jan 15, 2026
LA Lynda T. AusburnDirector14Dec 14, 2009 → Jan 15, 2026
WK W. David KnightDirector14Dec 14, 2009 → Jan 15, 2026
TW Thomas L. WilkesDirector10Jan 14, 2011 → Jan 15, 2026
DL David K. LoeffelDirector7Aug 10, 2012 → Jan 15, 2026
WK W. David KinghtDirector4Oct 3, 2013 → Jan 12, 2024
BT Ben D. TeagueDirector4Dec 9, 2009 → Dec 11, 2015
BT Barry L. TeagueExecutive Officer3Aug 28, 2014 → Mar 26, 2015
LJ Lauren JohnsonExecutive Officer2Oct 3, 2013 → Oct 3, 2013
WK W. Thomas KnightDirector1Jan 15, 2026 → Jan 15, 2026
WK W. Thomas KinghtDirector1Jan 15, 2025 → Jan 15, 2025
LJ Lauren C. JohnsonExecutive Officer1Jan 10, 2020 → Jan 10, 2020
LA Lynda T. AubsurnDirector1Aug 30, 2019 → Aug 30, 2019
KD Keith A. DavisonExecutive Officer, Director1Jan 2, 2018 → Jan 2, 2018
WB WALTON BT STATE CREDIT, LLC entityDirector1Sep 23, 2010 → Sep 23, 2010

Business registration (state registry / Secretary of State)

None of the 20 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 Walton.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Walton 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 Walton's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #313,298 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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