PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:26 AM ET

Sponsor Check › Sponsor group

W

Waud

One sponsor team, 23 deal companies · Chicago, IL

Grouped because: 9 shared people, same business address (18 issuers), similar issuer names (13) (automatic match from the filings) · not the same sponsor?

23deal companies
$6.49Breported sold
375investors
36Form D filings
2010–2025active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jan 7, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Waud is a sponsor group of 23 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 36 Form D filings between Aug 2010 and Jan 2025.

What this means One team, 23 deal companies, about 15 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $6.49B to 375 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (17), "Other" (4), Other Health Care (2). Issuers are based in IL (20), NY (1), MA (1), CO (1).

What this means $6.49B raised across the group, about $17.3M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Matthew W. Clary (17 issuers, executive officer, director, and promoter), Reeve B. Waud (14 issuers, executive officer and promoter), David O. Neighbours (13 issuers, executive officer, director, and promoter), Justin Dupere (5 issuers, executive officer, director, and promoter), Christopher Graber (4 issuers, executive officer, director, and promoter) and 28 more.

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

Activity: 0 new offerings in the last 12 months; latest filing Jan 7, 2025.

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 14 court cases matching the name, 18 bankruptcy cases matching the name listed in Key records below.

What this means 32 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 36 public filings for Waud and found 14 differences, 3 worth asking the sponsor about: Paid seller listed without a CRD number: FINEX HONG KONG LIMITED; Paid seller listed without a CRD number: 3278771 ONTARIO INC; 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 Waud has not run yet — it is joining a line of 16,281 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

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

Key records

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

1. Lawsuits

14 cases: 1 open, 10 dismissed, 2 closed (disposition not in docket feed), 1 judgment

TUMINELLA v. STERLING HEALTHCARE MANAGEMENT, LLC open
District Court, S.D. Indiana · No. 2:26-cv-00424 · Filed Jun 15, 2026
Role of TUMINELLA v. STERLING HEALTHCARE MANAGEMENT, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
Hamilton Sundstrand Corporation v. Aircraft Propeller Service, LLC dismissed
District Court, S.D. New York · No. 1:19-cv-06472 · Filed Jul 12, 2019 · Closed Feb 1, 2021 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity Action
Role of Hamilton Sundstrand Corporation v. Aircraft Propeller Service, LLC: Party · Outcome: Terminated 2021-02-01 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
PRONERVE HOLDINGS, LLC v. MEDSURANT HOLDINGS, LLC dismissed
District Court, E.D. Pennsylvania · No. 2:15-cv-00776 · Filed Feb 18, 2015 · Closed Feb 27, 2015 · Nature of suit: 190 Other contract actions
Role of PRONERVE HOLDINGS, LLC: Plaintiff · Outcome: Terminated 2015-02-27 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
St. Agnes Healthcare, Inc. v. Sterling Healthcare, Inc. dismissed
District Court, D. Maryland · No. 1:08-cv-00358 · Filed Feb 8, 2008 · Closed Mar 9, 2009 · Nature of suit: 360 P.I.: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of St. Agnes Healthcare, Inc. v. Sterling Healthcare, Inc.: Party · Outcome: Terminated 2009-03-09 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
Katt v. Sterling Healthcare dismissed
District Court, S.D. Florida · No. 1:06-cv-22273 · Filed Sep 12, 2006 · Closed Jul 17, 2008 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Katt v. Sterling Healthcare: Party · Outcome: Terminated 2008-07-17 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Sterling Healthcare, Inc. v. PAPPG Grantor Trust dismissed
District Court, D. Maryland · No. 1:06-cv-00172 · Filed Jan 20, 2006 · Closed Feb 24, 2006 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of Sterling Healthcare, Inc. v. PAPPG Grantor Trust: Party · Outcome: Terminated 2006-02-24 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
Sterling Healthcare, Inc. v. The PAPPG Grantor Trust dismissed
District Court, D. Maryland · No. 1:05-cv-03469 · Filed Dec 30, 2005 · Closed Jul 26, 2006 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of Sterling Healthcare, Inc. v. The PAPPG Grantor Trust: Party · Outcome: Terminated 2006-07-26 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
The Province Hospitals v. Sterling Healthcare, Inc. dismissed
District Court, D. Maryland · No. 1:05-cv-00447 · Filed Feb 15, 2005 · Closed Aug 5, 2005 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of The Province Hospitals v. Sterling Healthcare, Inc.: Party · Outcome: Terminated 2005-08-05 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
Sterling Healthcare, Inc. v. The PAPPG Grantor Trust closed
District Court, D. Maryland · No. 1:04-cv-02685 · Filed Aug 17, 2004 · Closed Jul 20, 2005 · Nature of suit: Bankruptcy Appeal (801) · Cause: 11:101 Bankruptcy (Definitions)
Role of Sterling Healthcare, Inc. v. The PAPPG Grantor Trust: Party · Outcome: Terminated 2005-07-20 — FJC Integrated Database disposition: Appeal affirmed (magistrate judge) Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
Mabie v. Sterling Healthcare closed
District Court, M.D. Florida · No. 5:04-cv-00319 · Filed Jul 9, 2004 · Closed Sep 23, 2004
Role of Mabie v. Sterling Healthcare: Party · Outcome: Terminated 2004-09-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Hillerman v. Sterling Healthcare dismissed
District Court, D. Delaware · No. 1:98-cv-00171 · Filed Apr 3, 1998 · Closed May 24, 1999 · Nature of suit: 423 Bankruptcy withdrawal 28 USC 157
Role of Hillerman v. Sterling Healthcare: Party · Outcome: Terminated 1999-05-24 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Emergency Prof Srv v. Sterling Healthcare dismissed
District Court, N.D. Ohio · No. 5:95-cv-01585 · Filed Jul 24, 1995 · Closed Aug 16, 1996 · Nature of suit: 190 Other contract actions
Role of Emergency Prof Srv v. Sterling Healthcare: Party · Outcome: Terminated 1996-08-16 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Macomb Emergency v. Sterling Healthcare dismissed
District Court, E.D. Michigan · No. 2:95-cv-71369 · Filed Apr 6, 1995 · Closed Sep 21, 1995 · Nature of suit: 190 Other contract actions
Role of Macomb Emergency v. Sterling Healthcare: Party · Outcome: Terminated 1995-09-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MI (not the issuer's state)
Nevil v. Sterling Healthcare judgment
District Court, D. Idaho · No. 4:94-cv-00486 · Filed Oct 26, 1994 · Closed Sep 2, 1996 · Nature of suit: 190 Other contract actions
Role of Nevil v. Sterling Healthcare: Party · Outcome: Terminated 1996-09-02 — FJC Integrated Database disposition: Judgment on court trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in ID (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Waud..

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

3. Bankruptcies

18 cases: 1 open, 17 closed (disposition not in docket feed)

Sterling Healthcare Services, LLC open
United States Bankruptcy Court, N.D. Texas · No. 25-80579 · Filed Sep 22, 2025
Role of Sterling Healthcare Services, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
ProNerve Holdings, LLC v. Medsurant Holdings, LLC closed
United States Bankruptcy Court, D. Delaware · No. 15-50211 · Filed Feb 27, 2015 · Closed Jun 30, 2015
Role of ProNerve Holdings, LLC: Plaintiff · Outcome: Case closed 2015-06-30 (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)
ProNerve Holdings, LLC closed
United States Bankruptcy Court, D. Delaware · No. 15-10373 · Filed Feb 24, 2015 · Closed Sep 25, 2017
Role of ProNerve Holdings, LLC: Debtor · Outcome: Case closed 2017-09-25 (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)
Sterling Healthcare Initiatives, LLC closed
United States Bankruptcy Court, N.D. Texas · No. 10-41867 · Filed Mar 18, 2010 · Closed Jun 7, 2010
Role of Sterling Healthcare Initiatives, LLC: Party · Outcome: Case closed 2010-06-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
The PAPPG Grantor Trust v. Sterling Healthcare, Inc. closed
United States Bankruptcy Court, D. Maryland · No. 06-01484 · Filed Jun 14, 2006 · Closed Jun 18, 2008
Role of The PAPPG Grantor Trust v. Sterling Healthcare, Inc.: Party · Outcome: Case closed 2008-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
Plan Committee of Shuttle America Corp. v. Aircraft Propeller Service, Inc. closed
United States Bankruptcy Court, D. Connecticut · No. 03-02047 · Filed Apr 15, 2003 · Closed Jun 24, 2003
Role of Plan Committee of Shuttle America Corp. v. Aircraft Propeller Service, Inc.: Party · Outcome: Case closed 2003-06-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CT (not the issuer's state)
STERLING HEALTHCARE CORPORATION v. SHALALA closed
United States Bankruptcy Court, D. Delaware · No. 98-00604 · Filed Dec 3, 1998 · Closed Jun 3, 2004
Role of STERLING HEALTHCARE CORPORATION v. SHALALA: Party · Outcome: Case closed 2004-06-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
FORKER v. STERLING HEALTHCARE GROUP, INC. closed
United States Bankruptcy Court, D. Delaware · No. 98-02912 · Filed Nov 19, 1998 · Closed Aug 9, 2000
Role of FORKER v. STERLING HEALTHCARE GROUP, INC.: Party · Outcome: Case closed 2000-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
PRATT v. STERLING HEALTHCARE GROUP, INC. closed
United States Bankruptcy Court, D. Delaware · No. 98-02903 · Filed Nov 16, 1998 · Closed Jul 27, 1999
Role of PRATT v. STERLING HEALTHCARE GROUP, INC.: Party · Outcome: Case closed 1999-07-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
IRWIN v. STERLING HEALTHCARE GROUP, INC. closed
United States Bankruptcy Court, D. Delaware · No. 98-02895 · Filed Nov 13, 1998 · Closed Aug 9, 2000
Role of IRWIN v. STERLING HEALTHCARE GROUP, INC.: Party · Outcome: Case closed 2000-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
STERLING HEALTHCARE OF TEXAS, P. A. closed
United States Bankruptcy Court, D. Delaware · No. 98-01670 · Filed Jul 19, 1998 · Closed Mar 11, 2009
Role of STERLING HEALTHCARE OF TEXAS, P. A.: Party · Outcome: Case closed 2009-03-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
STERLING HEALTHCARE MEDICAL CORP. closed
United States Bankruptcy Court, D. Delaware · No. 98-01669 · Filed Jul 19, 1998 · Closed Mar 6, 2009
Role of STERLING HEALTHCARE MEDICAL CORP.: Party · Outcome: Case closed 2009-03-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
STERLING HEALTHCARE GROUP, INC. closed
United States Bankruptcy Court, D. Delaware · No. 98-01668 · Filed Jul 19, 1998 · Closed Mar 9, 2009
Role of STERLING HEALTHCARE GROUP, INC.: Party · Outcome: Case closed 2009-03-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Hillerman v. Sterling Healthcare Corporation closed
United States Bankruptcy Court, W.D. Oklahoma · No. 97-01355 · Filed Sep 12, 1997 · Closed May 8, 1998
Role of Hillerman v. Sterling Healthcare Corporation: Party · Outcome: Case closed 1998-05-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OK (not the issuer's state)
STADDEN v. STERLING HEALTHCARE CORPORATION closed
United States Bankruptcy Court, D. Delaware · No. 97-02272 · Filed May 9, 1997 · Closed Sep 3, 1999
Role of STADDEN v. STERLING HEALTHCARE CORPORATION: Party · Outcome: Case closed 1999-09-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
STATE OF WASHINGTON, DSHS v. STERLING HEALTHCARE CORPORATION closed
United States Bankruptcy Court, D. Delaware · No. 97-02103 · Filed Feb 18, 1997 · Closed Apr 4, 1997
Role of STATE OF WASHINGTON, DSHS v. STERLING HEALTHCARE CORPORATION: Party · Outcome: Case closed 1997-04-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
STERLING HEALTHCARE CORPORATION closed
United States Bankruptcy Court, D. Delaware · No. 96-02030 · Filed Dec 20, 1996 · Closed Jun 1, 2006
Role of STERLING HEALTHCARE CORPORATION: Party · Outcome: Case closed 2006-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Solow v. Aircraft Propeller Service Inc closed
United States Bankruptcy Court, N.D. Illinois · No. 94-00213 · Filed Mar 1, 1994 · Closed Sep 15, 1994
Role of Solow v. Aircraft Propeller Service Inc: Party · Outcome: Case closed 1994-09-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (IL)
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.

14 differences found between the filings for Waud — 3 worth asking about (compared 36 filings on Oct 24, 2026)

Worth asking · Jan 4, 2024 – Jan 7, 2025

Paid seller listed without a CRD number: FINEX HONG KONG LIMITED — WAUD CAPITAL PARTNERS FIF VI, L.P.

FINEX HONG KONG LIMITED is listed as receiving sales compensation on 2 filings (Jan 4, 2024 to Jan 7, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jan 7, 2025 ↗BrokerCheck search: FINEX HONG KONG LIMITED ↗WAUD CAPITAL PARTNERS FIF VI, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 4, 2024 – Jan 7, 2025

Paid seller listed without a CRD number: FINEX HONG KONG LIMITED — WAUD CAPITAL PARTNERS QP VI, L.P.

FINEX HONG KONG LIMITED is listed as receiving sales compensation on 2 filings (Jan 4, 2024 to Jan 7, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jan 7, 2025 ↗BrokerCheck search: FINEX HONG KONG LIMITED ↗WAUD CAPITAL PARTNERS QP VI, L.P. — PartnerFacts page ↗
Sources
Worth asking · Apr 14, 2014

Paid seller listed without a CRD number: 3278771 ONTARIO INC. — NRS MEDIA PARENT, LP

3278771 ONTARIO INC. is listed as receiving sales compensation on 1 filing (Apr 14, 2014) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Apr 14, 2014 ↗BrokerCheck search: 3278771 ONTARIO INC. ↗NRS MEDIA PARENT, LP — PartnerFacts page ↗
Sources
Note · Nov 18, 2022 – Dec 5, 2022

Form D filed 17 days after the first sale — TEAMSNAP HOLDINGS, LP

The filing says the first sale was Nov 18, 2022. The Form D was filed Dec 5, 2022 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Dec 5, 2022 ↗TEAMSNAP HOLDINGS, LP — PartnerFacts page ↗
Sources
Note · Mar 28, 2014 – Apr 14, 2014

Form D filed 17 days after the first sale — NRS MEDIA PARENT, LP

The filing says the first sale was Mar 28, 2014. The Form D was filed Apr 14, 2014 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Apr 14, 2014 ↗NRS MEDIA PARENT, LP — PartnerFacts page ↗
Sources
Note · Mar 11, 2015 – Apr 5, 2016

4 offerings changed their target amount between filings

Offering amount changed between filings — WAUD CAPITAL CASABLANCA COINVESTMENT, LLC · Offering amount changed between filings — WAUD CAPITAL PARTNERS QP IV, L.P. · Offering amount changed between filings — WAUD CAPITAL PARTNERS IV, L.P. · Offering amount changed between filings — WAUD CAPITAL PARTNERS FIF IV, L.P.

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Mar 11, 2015 ↗Form D/A (later) · Apr 5, 2016 ↗WAUD CAPITAL CASABLANCA COINVESTMENT, LLC — PartnerFacts page ↗Form D (earlier) · Nov 5, 2015 ↗
Sources
Note · Apr 16, 2015 – Jan 7, 2025

9 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 — WAUD CAPITAL PARTNERS QP VI, L.P. (latest filing Jan 7, 2025) · No amendment in the last 12 months on an offering that may still be open — WAUD CAPITAL PARTNERS FIF VI, L.P. (latest filing Jan 7, 2025) · No amendment in the last 12 months on an offering that may still be open — TEAMSNAP HOLDINGS, LP (latest filing Dec 5, 2022) · No amendment in the last 12 months on an offering that may still be open — WAUD CAPITAL PARTNERS QP V, L.P. (latest filing Apr 21, 2020) · No amendment in the last 12 months on an offering that may still be open — WAUD CAPITAL PARTNERS FIF V, L.P. (latest filing Apr 21, 2020) · and 4 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/A · Jan 7, 2025 ↗WAUD CAPITAL PARTNERS QP VI, L.P. — PartnerFacts page ↗Form D/A · Jan 7, 2025 ↗WAUD CAPITAL PARTNERS FIF VI, L.P. — PartnerFacts page ↗
Sources
Note · Aug 4, 2010 – May 11, 2016

DAVID O. NEIGHBOURS is written 2 different ways on the filings

listed as "David O. Neighbours" on 18 filings (from Aug 4, 2010), and "David Neighbours" on 2 filings (from May 11, 2016).

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

Form D · Aug 4, 2010 ↗Form D · May 11, 2016 ↗DAVID O. NEIGHBOURS — PartnerFacts page ↗
Sources
Note · Aug 4, 2010 – Jan 2, 2015

MATTHEW W. CLARY is written 2 different ways on the filings

listed as "Matthew W. Clary" on 19 filings (from Aug 4, 2010), and "Matthew Clary" on 11 filings (from Jan 2, 2015).

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

Form D · Aug 4, 2010 ↗Form D · Jan 2, 2015 ↗MATTHEW W. CLARY — PartnerFacts page ↗
Sources
Note · Mar 1, 2012 – Jan 2, 2015

CHRISTOPHER GRABER is written 2 different ways on the filings

listed as "Christopher J. Graber" on the Mar 1, 2012 filing, and "Christopher Graber" on 8 filings (from Jan 2, 2015).

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

Form D · Mar 1, 2012 ↗Form D · Jan 2, 2015 ↗CHRISTOPHER GRABER — PartnerFacts page ↗
Sources
Note · Mar 11, 2015 – Jan 8, 2016

Industry group changed between filings — PSI ENTERPRISES, LLC

"Pooled Investment Fund" (Mar 11, 2015); then "Other" (Jan 8, 2016).

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

Form D · Mar 11, 2015 ↗Form D · Jan 8, 2016 ↗PSI ENTERPRISES, LLC — PartnerFacts page ↗
Sources
Note · Apr 14, 2014

Address on file is a registered agent / shared office — NRS MEDIA PARENT, LP

The latest filing lists 200 W. Madison Street, Suite 3400, Chicago, IL. That address is used by 99 issuers in our index (99 issuers in 55 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D · Apr 14, 2014 ↗NRS MEDIA PARENT, LP — PartnerFacts page ↗
Sources
Note · Jul 31, 2013

Address on file is a registered agent / shared office — AIRCRAFT PROPELLER SERVICE HOLDINGS, LP

The latest filing lists 200 West Madison Street, Suite 3400, Chicago, IL. That address is used by 99 issuers in our index (99 issuers in 55 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D · Jul 31, 2013 ↗AIRCRAFT PROPELLER SERVICE HOLDINGS, LP — PartnerFacts page ↗
Sources
Note · Aug 4, 2010 – Jan 7, 2025

Member companies list addresses in 4 different states

IL (20), CO (1), NY (1), MA (1). 2 members use a registered-agent or shared-office address: AIRCRAFT PROPELLER SERVICE HOLDINGS, LP (200 West Madison Street, Suite 3400, Chicago, IL); NRS MEDIA PARENT, LP (200 W. Madison Street, Suite 3400, Chicago, IL).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Waud — sponsor group page ↗AIRCRAFT PROPELLER SERVICE HOLDINGS, LP — PartnerFacts page ↗NRS MEDIA PARENT, LP — PartnerFacts page ↗STERLING HEALTHCARE HOLDINGS, LLC — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

0 of 25 offerings report sales commissions; 1 reports finder's fees totalling $550,000; 6 report proceeds to related persons totalling $169,850,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 7, 2025 D/A
WAUD CAPITAL PARTNERS FIF VI, L.P.
File 021-467589
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
FINEX HONG KONG LIMITED no CRD number reported
RAYMOND JAMES & ASSOCIATES INC. BrokerCheck CRD 705 ↗		EDGAR ↗
Jan 7, 2025 D/A
WAUD CAPITAL PARTNERS QP VI, L.P.
File 021-467590
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
FINEX HONG KONG LIMITED no CRD number reported
RAYMOND JAMES & ASSOCIATES INC. BrokerCheck CRD 705 ↗		EDGAR ↗
Dec 5, 2022 D
TEAMSNAP HOLDINGS, LP
File 021-466597
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2020 D/A
WAUD CAPITAL PARTNERS FIF V, L.P.
File 021-337992
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
M2O PRIVATE FUND ADVISORS LLC BrokerCheck CRD 158741 ↗EDGAR ↗
Apr 21, 2020 D/A
WAUD CAPITAL PARTNERS QP V, L.P.
File 021-337991
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
M2O PRIVATE FUND ADVISORS LLC BrokerCheck CRD 158741 ↗EDGAR ↗
Apr 21, 2020 D/A
WAUD CAPITAL PARTNERS V, L.P.
File 021-337990
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
M2O PRIVATE FUND ADVISORS LLC BrokerCheck CRD 158741 ↗EDGAR ↗
Mar 27, 2018 D
APDERM PARTNERS HOLDINGS, LLC
File 021-308707
$0$0$0None listed on this filingEDGAR ↗
Jun 23, 2017 D
ALIGN HOLDINGS, LLC
File 021-289374
$0$0$0 (est.)
THE MANAGING MEMBER IS ENTITLED TO A PERFORMANCE ALLOCATION AND MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Jun 23, 2017 D
WAUD CAPITAL ALIGN COINVESTMENT, LLC
File 021-289373
$0$0$0 (est.)
THE MANAGING MEMBER IS ENTITLED TO A PERFORMANCE ALLOCATION AND A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S OFFERING MATERIALS.
None listed on this filingEDGAR ↗
May 11, 2016 D
IVYREHAB HOLDINGS, LLC
File 021-262970
$0$0$4,500,000 (est.)
AN AGGREGATE OF APPROXIMATELY $4,500,000 IN CASH HAS BEEN OR WILL BE PAID TO EXECUTIVE OFFICERS IN RESPECT OF THE PROCEEDS TO WHICH THEY ARE ENTITLED UNDER THE STOCK PURCHASE AGREEMENT.
None listed on this filingEDGAR ↗
Apr 5, 2016 D/A
WAUD CAPITAL CASABLANCA COINVESTMENT, LLC
File 021-235607
$0$0$0 (est.)
The Managing Member is entitled to a performance allocation and a management fee. the performance allocation and management fee are fully discussed in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Mar 1, 2016 D/A
WAUD CAPITAL PARTNERS FIF IV, L.P.
File 021-250781
$0$0$0 (est.)
The general partner is entitled to carried interest and management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 1, 2016 D/A
WAUD CAPITAL PARTNERS IV, L.P.
File 021-250782
$0$0$0 (est.)
The general partner is entitled to carried interest and management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 1, 2016 D/A
WAUD CAPITAL PARTNERS QP IV, L.P.
File 021-250783
$0$0$0 (est.)
The general partner is entitled to carried interest and management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 8, 2016 D
PSI ENTERPRISES, LLC
File 021-254803
$0$0$0None listed on this filingEDGAR ↗
Jun 4, 2015 D
CYBERGRANTS HOLDINGS, LLC
File 021-241117
$0$0$39,000,000 (est.)
An aggregate of approximately $39,000,000.00 in cash has been or will be paid to an executive officer in respect of the proceeds to which he is entitled under the Equity Purchase Agreement.
None listed on this filingEDGAR ↗
Apr 24, 2015 D
STERLING HEALTHCARE HOLDINGS, LLC
File 021-238642
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2015 D
PSI ENTERPRISES, LLC
File 021-235645
$0$0$0
The Managing Member is entitled to a performance allocation and a management fee. The performance allocation and management fee are fully discussed in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jan 2, 2015 D
STERLING HEALTHCARE HOLDINGS, LLC
File 021-231321
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2014 D
NRS MEDIA PARENT, LP
File 021-215531
$0$550,000 (est.)$350,000 (est.)
Fees paid in connection with services rendered in connection with the acquisition of a business using the proceeds from this offering and as an advance on salary.
BLUEARC CAPITAL PARTNERS, LLC BrokerCheck CRD 167233 ↗
3278771 ONTARIO INC. no CRD number reported		EDGAR ↗
Jul 31, 2013 D
AIRCRAFT PROPELLER SERVICE HOLDINGS, LP
File 021-200513
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Mar 1, 2012 D
ProNerve Holdings, LLC
File 021-174216
$0$0$0None listed on this filingEDGAR ↗
Aug 5, 2010 D
WAUD CAPITAL PARTNERS QP III, L.P.
File 021-145950
$0 (est.)$0 (est.)$42,000,000 (est.)
Estimated aggregate amount for the first six years; thereafter the Issuer shall continue to pay management fees.
MONUMENT GROUP, INC. BrokerCheck CRD 36399 ↗EDGAR ↗
Aug 4, 2010 D
WAUD CAPITAL PARTNERS FIF III, L.P.
File 021-145948
$0 (est.)$0 (est.)$42,000,000 (est.)
Estimated aggregate amount for the first six years; thereafter the Issuer shall continue to pay management fees.
MONUMENT GROUP, INC. BrokerCheck CRD 36399 ↗EDGAR ↗
Aug 4, 2010 D
WAUD CAPITAL PARTNERS III, L.P.
File 021-145949
$0 (est.)$0 (est.)$42,000,000 (est.)
Estimated aggregate amount for the first six years; thereafter the Issuer shall continue to pay management fees.
MONUMENT GROUP, INC. BrokerCheck CRD 36399 ↗EDGAR ↗
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 23 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

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

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

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗WC WAUD CAPITAL PARTNERS FIF III, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund1$00$10,0002010–2010
EDGAR ↗WC WAUD CAPITAL PARTNERS III, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund1$00$10,0002010–2010
EDGAR ↗WC WAUD CAPITAL PARTNERS QP III, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund1$00$10,0002010–2010
EDGAR ↗PH ProNerve Holdings, LLCshared people, same business addressCHICAGO, ILOther Health Care1$25,981,5489No minimum reported2012–2012
EDGAR ↗AP AIRCRAFT PROPELLER SERVICE HOLDINGS, LPshared peopleCHICAGO, ILPooled Investment Fund1$15,000,0008No minimum reported2013–2013
EDGAR ↗NM NRS MEDIA PARENT, LPshared peopleCHICAGO, ILPooled Investment Fund1$13,507,000
offering $13,507,000 · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2014
EDGAR ↗SH STERLING HEALTHCARE HOLDINGS, LLCshared peopleDENVER, COOther Health Care2$12,840,248
offering $14,000,000 · similar: $829,831–$9,999,998
7
similar: 2–15
$1,167,295
similar: $10,000–$54,310
2015–2015
EDGAR ↗PE PSI ENTERPRISES, LLCshared people, same business addressCHICAGO, ILOther2$88,165,624
offering Indefinite · similar: $500,000–$7,000,000
13
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2016
EDGAR ↗WC WAUD CAPITAL CASABLANCA COINVESTMENT, LLCshared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund2$34,243,059
offering $34,243,059 · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2016
EDGAR ↗CH CYBERGRANTS HOLDINGS, LLCshared people, same business addressCHICAGO, ILOther1$56,253,531
offering $56,253,531 · similar: $500,000–$7,000,000
9
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2015
EDGAR ↗WC WAUD CAPITAL PARTNERS FIF IV, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund2$900,000,000
offering $900,000,000 · similar: $155,000–$5,250,000
21
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2016
EDGAR ↗WC WAUD CAPITAL PARTNERS IV, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund2$900,000,000
offering $900,000,000 · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2016
EDGAR ↗WC WAUD CAPITAL PARTNERS QP IV, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund2$900,000,000
offering $900,000,000 · similar: $155,000–$5,250,000
92
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2016
EDGAR ↗IH IVYREHAB HOLDINGS, LLCshared peopleHARRISON, NYOther1$47,685,842
offering Indefinite · similar: $500,000–$7,000,000
12
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2016–2016
EDGAR ↗AH ALIGN HOLDINGS, LLCshared people, same business addressCHICAGO, ILPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗WC WAUD CAPITAL ALIGN COINVESTMENT, LLCshared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗AP APDERM PARTNERS HOLDINGS, LLCshared peopleACTON, MAPooled Investment Fund1$100,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗WC WAUD CAPITAL PARTNERS FIF V, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund2$910,925,000
offering $1,500,000,000 · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗WC WAUD CAPITAL PARTNERS QP V, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund2$910,925,000
offering $1,500,000,000 · similar: $155,000–$5,250,000
54
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗WC WAUD CAPITAL PARTNERS V, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund2$910,925,000
offering $1,500,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗TH TEAMSNAP HOLDINGS, LPshared people, same business addressCHICAGO, ILOther1$5,500,123
offering Indefinite · similar: $500,000–$7,000,000
40
similar: 2–14
$2,008
similar: $5,000–$50,000
2022–2022
EDGAR ↗WC WAUD CAPITAL PARTNERS FIF VI, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund3$417,965,000
offering $1,000,000,000 · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2025
EDGAR ↗WC WAUD CAPITAL PARTNERS QP VI, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund3$417,965,000
offering $1,000,000,000 · similar: $155,000–$5,250,000
51
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other Health Care / 506(b) (4,189 filings); Other / 506(b) (18,678 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 7, 2025WAUD CAPITAL PARTNERS QP VI, L.P.D/APooled Investment Fund$1,000,000,000$417,965,000
EDGAR ↗Jan 7, 2025WAUD CAPITAL PARTNERS FIF VI, L.P.D/APooled Investment Fund$1,000,000,000$417,965,000
EDGAR ↗Jan 4, 2024WAUD CAPITAL PARTNERS QP VI, L.P.D/APooled Investment Fund$1,000,000,000$340,900,000
EDGAR ↗Jan 4, 2024WAUD CAPITAL PARTNERS FIF VI, L.P.D/APooled Investment Fund$1,000,000,000$340,900,000
EDGAR ↗Dec 15, 2022WAUD CAPITAL PARTNERS QP VI, L.P.DPooled Investment Fund$1,000,000,000$0
EDGAR ↗Dec 15, 2022WAUD CAPITAL PARTNERS FIF VI, L.P.DPooled Investment Fund$1,000,000,000$0
EDGAR ↗Dec 5, 2022TEAMSNAP HOLDINGS, LPDOtherIndefinite$5,500,123
EDGAR ↗Apr 21, 2020WAUD CAPITAL PARTNERS V, L.P.D/APooled Investment Fund$1,500,000,000$910,925,000
EDGAR ↗Apr 21, 2020WAUD CAPITAL PARTNERS QP V, L.P.D/APooled Investment Fund$1,500,000,000$910,925,000
EDGAR ↗Apr 21, 2020WAUD CAPITAL PARTNERS FIF V, L.P.D/APooled Investment Fund$1,500,000,000$910,925,000
EDGAR ↗Apr 24, 2019WAUD CAPITAL PARTNERS V, L.P.DPooled Investment Fund$1,500,000,000$0
EDGAR ↗Apr 24, 2019WAUD CAPITAL PARTNERS QP V, L.P.DPooled Investment Fund$1,500,000,000$0
EDGAR ↗Apr 24, 2019WAUD CAPITAL PARTNERS FIF V, L.P.DPooled Investment Fund$1,500,000,000$0
EDGAR ↗Mar 27, 2018APDERM PARTNERS HOLDINGS, LLCDPooled Investment FundIndefinite$100,000
EDGAR ↗Jun 23, 2017WAUD CAPITAL ALIGN COINVESTMENT, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Jun 23, 2017ALIGN HOLDINGS, LLCDPooled Investment FundIndefinite$0
EDGAR ↗May 11, 2016IVYREHAB HOLDINGS, LLCDOtherIndefinite$47,685,842
EDGAR ↗Apr 5, 2016WAUD CAPITAL CASABLANCA COINVESTMENT, LLCD/APooled Investment Fund$34,243,059$34,243,059
EDGAR ↗Mar 1, 2016WAUD CAPITAL PARTNERS QP IV, L.P.D/APooled Investment Fund$900,000,000$900,000,000
EDGAR ↗Mar 1, 2016WAUD CAPITAL PARTNERS IV, L.P.D/APooled Investment Fund$900,000,000$900,000,000
EDGAR ↗Mar 1, 2016WAUD CAPITAL PARTNERS FIF IV, L.P.D/APooled Investment Fund$900,000,000$900,000,000
EDGAR ↗Jan 8, 2016PSI ENTERPRISES, LLCDOtherIndefinite$11,882,782
EDGAR ↗Nov 5, 2015WAUD CAPITAL PARTNERS QP IV, L.P.DPooled Investment Fund$750,000,000$0
EDGAR ↗Nov 5, 2015WAUD CAPITAL PARTNERS IV, L.P.DPooled Investment Fund$750,000,000$0
EDGAR ↗Nov 5, 2015WAUD CAPITAL PARTNERS FIF IV, L.P.DPooled Investment Fund$750,000,000$0
EDGAR ↗Jun 4, 2015CYBERGRANTS HOLDINGS, LLCDOther$56,253,531$56,253,531
EDGAR ↗Apr 24, 2015STERLING HEALTHCARE HOLDINGS, LLCDOther Health Care$14,000,000$12,840,248
EDGAR ↗Mar 11, 2015WAUD CAPITAL CASABLANCA COINVESTMENT, LLCDPooled Investment Fund$30,200,000$30,200,000
EDGAR ↗Mar 11, 2015PSI ENTERPRISES, LLCDPooled Investment Fund$88,165,624$88,165,624
EDGAR ↗Jan 2, 2015STERLING HEALTHCARE HOLDINGS, LLCDOther Health Care$600,000$600,000
EDGAR ↗Apr 14, 2014NRS MEDIA PARENT, LPDPooled Investment Fund$13,507,000$13,507,000
EDGAR ↗Jul 31, 2013AIRCRAFT PROPELLER SERVICE HOLDINGS, LPDPooled Investment Fund$15,000,000$15,000,000
EDGAR ↗Mar 1, 2012ProNerve Holdings, LLCDOther Health Care$25,981,548$25,981,548
EDGAR ↗Aug 5, 2010WAUD CAPITAL PARTNERS QP III, L.P.DPooled Investment Fund$350,000,000$0
EDGAR ↗Aug 4, 2010WAUD CAPITAL PARTNERS III, L.P.DPooled Investment Fund$350,000,000$0
EDGAR ↗Aug 4, 2010WAUD CAPITAL PARTNERS FIF III, L.P.DPooled Investment Fund$350,000,000$0

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jan 7, 2025. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2010), Other Health Care (2012), Pooled Investment Fund (2013–2014), Other Health Care (2015), Pooled Investment Fund (2015), Other Health Care (2015), Other (2015), Pooled Investment Fund (2015), Other (2016), Pooled Investment Fund (2017–2019), Other (2022). Latest offering: Pooled Investment Fund (2022; most recent Dec 15, 2022).

People across the group

NameRolesIssuers hereFirst → last listed
MC MATTHEW W. CLARYExecutive Officer, Promoter, Director17Aug 4, 2010 → Jan 7, 2025
RW REEVE B. WAUDExecutive Officer, Promoter14Aug 4, 2010 → Jan 7, 2025
DN DAVID O. NEIGHBOURSExecutive Officer, Promoter, Director13Aug 4, 2010 → Apr 21, 2020
JD JUSTIN DUPEREDirector, Executive Officer, Promoter5Jun 4, 2015 → Jan 7, 2025
CG CHRISTOPHER GRABERExecutive Officer, Director, Promoter4Mar 1, 2012 → Jan 7, 2025
ML MATTHEW LONDONDirector2May 11, 2016 → Mar 27, 2018
KL KYLE LATTNERDirector2May 11, 2016 → Mar 27, 2018
DL David LowenbergDirector, Executive Officer2Jan 2, 2015 → Jan 8, 2016
GM GARY MECKLENBURGDirector, Executive Officer2Mar 1, 2012 → Apr 24, 2015
AR ASIF RAMJIDirector1Dec 5, 2022 → Dec 5, 2022
KS KARAN SABHARWALDirector1Dec 5, 2022 → Dec 5, 2022
TH TEAMSNAP HOLDINGS GP, LLC entityDirector1Dec 5, 2022 → Dec 5, 2022
PF PETER FRINTZILASExecutive Officer, Director1Dec 5, 2022 → Dec 5, 2022
AR ANDREW RUEFFExecutive Officer, Director1Dec 5, 2022 → Dec 5, 2022
LL LEIF O'LEARYDirector1Dec 5, 2022 → Dec 5, 2022
SG SAMUEL GOOSDirector1Mar 27, 2018 → Mar 27, 2018
DT DAVID TURGEONExecutive Officer1Mar 27, 2018 → Mar 27, 2018
RN RICHARD NEEExecutive Officer, Director1Mar 27, 2018 → Mar 27, 2018
JV JEREMY VANDEVENDERExecutive Officer, Director1May 11, 2016 → May 11, 2016
MN MICHAEL NEUSCHELERExecutive Officer, Director1May 11, 2016 → May 11, 2016
JM Jeffrey E. MoxieExecutive Officer1Jan 8, 2016 → Jan 8, 2016
ST Stephen TappExecutive Officer1Jan 8, 2016 → Jan 8, 2016
SF Sean FlanaganExecutive Officer, Director1Jun 4, 2015 → Jun 4, 2015
ML MARK LAYDENExecutive Officer, Director1Jun 4, 2015 → Jun 4, 2015
SS SUSAN SOMMERExecutive Officer1Jan 2, 2015 → Apr 24, 2015
GH GEORGE HEPBURNExecutive Officer1Jan 2, 2015 → Jan 2, 2015
NT NEIL TANNERExecutive Officer1Apr 14, 2014 → Apr 14, 2014
JA JOHN ANTUNESExecutive Officer1Apr 14, 2014 → Apr 14, 2014
TM TERI MCNAIRExecutive Officer1Apr 14, 2014 → Apr 14, 2014
RG ROBERT MARK GRANTExecutive Officer1Jul 31, 2013 → Jul 31, 2013
GS GARY STARKExecutive Officer1Jul 31, 2013 → Jul 31, 2013
JT Jeffrey John ThramannDirector1Mar 1, 2012 → Mar 1, 2012
WC William CaseExecutive Officer1Mar 1, 2012 → Mar 1, 2012

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 Waud.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Waud 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 Waud's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #217,371 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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