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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:39 AM ET

Sponsor Check › Sponsor group

Wellings

19 issuers linked to one sponsor · DANVILLE, VA

Grouped because: 4 shared people, 1 shared management entity, same business address (17 issuers), similar issuer names (18) (automatic match from the filings) ·Not the same sponsor? Request a correction

19issuers
25Form D filings
$150,266,237total sold (sum of latest per issuer)
1,445investors (sum of max per issuer)
2017–2026active
1new offering, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Jul 2, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:21 AM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:21 AM ET.

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

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:21 AM ET.

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

4. Differences between public sources

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5. Money to insiders and sales commissions

0 of 19 offerings report sales commissions; 0 report finder's fees; 7 report proceeds to related persons totalling $863,375. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Jul 2, 2026 D/A
File 021-548756
$0 (est.)$0 (est.)$0 (est.)
The General Partner of the Issuer and its affiliates are entitled to a management fee, acquisition fee and performance allocation. The fees and performance allocation are described in the Issuer's confidential offering materials.
None listed on this filing
EDGAR ↗Jul 2, 2026 D/A
File 021-548758
$0 (est.)$0 (est.)$0 (est.)
The General Partner of the Issuer and its affiliates are entitled to a management fee, acquisition fee and performance allocation. The fees and performance allocation are described in the Issuer's confidential offering materials.
None listed on this filing
EDGAR ↗Feb 24, 2026 D
File 021-574520
$0 (est.)$0 (est.)$0 (est.)
The Directors of the issuer are entitled to a management fee, acquisition fee, and performance allocation. The management fee, acquisition fee, and performance allocation are described in the issuer's confidential offering materials.
None listed on this filing
EDGAR ↗Oct 16, 2025 D
File 021-561042
$0 (est.)$0 (est.)$0 (est.)
The Directors of the Issuer are entitled to a management fee, acquisition fee, and performance allocation. The management fee, acquisition fee, and performance allocation are described in the Issuer's confidential offering materials.
None listed on this filing
EDGAR ↗Jun 11, 2025 D
File 021-548613
$0 (est.)$0 (est.)$0 (est.)
The Managing Member of the Issuer is entitled to a management fee, acquisition fee and performance allocation. The management fee, acquisition fee and performance allocation are described in the Issuer's confidential offering materials.
None listed on this filing
EDGAR ↗Mar 26, 2025 D
File 021-542200
$0$0$120,000 (est.)
The Manager will be paid an annual asset management fee (the ?Management Fee?) based on one percent (1%) of the Capital Contributions of the Class A Members.
None listed on this filing
EDGAR ↗Dec 10, 2024 D
File 021-531579
$0$0$0None listed on this filing
EDGAR ↗Aug 22, 2024 D
File 021-522183
$0$0$0None listed on this filing
EDGAR ↗Aug 12, 2024 D/A
File 021-447601
$0$0$0None listed on this filing
EDGAR ↗May 2, 2024 D
File 021-512226
$0$0$0None listed on this filing
EDGAR ↗Jan 11, 2022 D
File 021-428734
$0$0$0Wellings Income Fund III, LLC no CRD number reported
EDGAR ↗Aug 11, 2021 D
File 021-409647
$0$0$0Wellings Income Fund III, LLC no CRD number reported
EDGAR ↗Apr 9, 2021 D/A
File 021-361788
$0$0$195,000 (est.)
1.3% of the capital invested with each Sponsor.
None listed on this filing
EDGAR ↗Nov 4, 2020 D
File 021-379652
$0$0$75,000None listed on this filing
EDGAR ↗Apr 1, 2020 D
File 021-364088
$0$0$0None listed on this filing
EDGAR ↗Jan 17, 2019 D/A
File 021-329896
$0$0$100,000 (est.)
1.0% of the capital invested with each Sponsor.
None listed on this filing
EDGAR ↗Jan 8, 2019 D
File 021-329892
$0$0$100,000 (est.)
1.0% of the capital invested with each Sponsor.
None listed on this filing
EDGAR ↗Jun 28, 2018 D
File 021-315618
$0$0$30,000 (est.)
Organization Fee equals to 1% of the total Capital Contributions of the Members will be paid to the Manager for the time, expertise, experience required to locate and evaluate the offering, and services provided regarding the offering.
None listed on this filing
EDGAR ↗Nov 1, 2017 D
File 021-297867
$0$0$243,375 (est.)
O&O Fee of $177,000 paid to Manager subject to deferment or waiver if less than the max offering amount is raised. Asset management fee of $66,375 will be capitalized and paid to affiliate that the Managing Directors of Issuer are also principals of.
N/A Issuer Direct Sales no CRD number reported

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

Counted across all 19 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 lookups queued

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

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

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:39 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

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 ↗Wellings - 2160 Fontaine, LLCshared people, similar issuer namesDANVILLE, VAResidential1$910,000
offering $3,807,733 · similar: $1,675,000–$12,980,153
7
similar: 5–37
$50,000
similar: $25,000–$86,942
2017–2017
EDGAR ↗Wellings Bradenton Self Storage, LLCshared people, same business address, similar issuer namesLYNCHBURG, VACommercial1$2,087,000
offering $3,095,000 · similar: $1,815,000–$10,000,000
32
similar: 7–33
$50,000
similar: $20,000–$50,000
2018–2018
EDGAR ↗Wellings Income Fund I, LLCshared people, same business address, similar issuer namesLYNCHBURG, VACommercial1$0
offering $10,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗Wellings Growth Fund I, LLCshared people, same business address, similar issuer namesLYNCHBURG, VACommercial2$0
offering $10,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗Wellings Income Fund II, LLCshared people, same business address, similar issuer namesLYNCHBURG, VACommercial2$29,965,000
offering $30,000,000 · similar: $3,000,000–$20,000,000
355
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2021
EDGAR ↗Open Sky Investments, LLCshared peopleLYNCHBERG, VACommercial1$0
offering $2,500,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗Invest Direct Storage I, DSTshared people, shared management entity, same business address, similar issuer namesLYNCHBURG, VACommercial1$0
offering $5,022,631 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗Wellings Income Fund III, LLCshared people, same business address, similar issuer namesLynchburg, VACommercial1$0
offering $25,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗Wellings Income Fund IV, LLCshared people, same business address, similar issuer namesLYNCHBURG, VACommercial1$1,925,000
offering $25,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗Wellings Real Estate Income Fundshared people, same business address, similar issuer namesFOREST, VACommercial3$68,395,343
offering Indefinite · similar: $3,000,000–$20,000,000
567
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2024
EDGAR ↗Wellings MWG Sidecar I, LLCshared people, same business address, similar issuer namesFOREST, VAOther Real Estate1$0
offering $10,000,000 · similar: $3,160,078–$25,000,000
0
similar: 4–53
$50,000
similar: $25,000–$100,000
2024–2024
EDGAR ↗Wellings Nord Sidecar I, LLCshared people, same business address, similar issuer namesFOREST, VAOther Real Estate1$5,425,000
offering $10,000,000 · similar: $3,160,078–$25,000,000
49
similar: 4–53
$50,000
similar: $25,000–$100,000
2024–2024
EDGAR ↗Wellings Icarus Sidecar I, LLCshared people, same business address, similar issuer namesFOREST, VAOther Real Estate1$10,152,284
offering $12,000,000 · similar: $3,160,078–$25,000,000
98
similar: 4–53
$50,000
similar: $25,000–$100,000
2024–2024
EDGAR ↗Wellings Altus Sidecar I, LLCshared people, same business address, similar issuer namesFOREST, VAOther Real Estate1$9,941,000
offering $12,000,000 · similar: $3,160,078–$25,000,000
110
similar: 4–53
$50,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗Wellings Six Rock Sidecar I LLCshared people, shared management entity, same business address, similar issuer namesFOREST, VAResidential1$0
offering $6,600,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
No minimum reported
similar: $25,000–$100,000
2025–2025
EDGAR ↗Wellings Growth Fund II LPshared people, same business address, similar issuer namesFOREST, VACommercial2$8,668,000
offering Indefinite · similar: $3,000,000–$20,000,000
97
similar: 4–26
No minimum reported
similar: $25,000–$100,000
2025–2026
EDGAR ↗Wellings Evergreen Income Fund LPshared people, same business address, similar issuer namesFOREST, VACommercial2$12,797,610
offering Indefinite · similar: $3,000,000–$20,000,000
130
similar: 4–26
No minimum reported
similar: $25,000–$100,000
2025–2026
EDGAR ↗Wellings Sembra Sidecar I LLCshared people, same business address, similar issuer namesFOREST, VACommercial1$0
offering $5,800,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
No minimum reported
similar: $25,000–$100,000
2025–2025
EDGAR ↗Wellings Wilkinson Sidecar I LLCshared people, same business address, similar issuer namesFOREST, VAResidential1$0
offering $4,000,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
No minimum reported
similar: $25,000–$100,000
2026–2026

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

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jul 2, 2026Wellings Evergreen Income Fund LPD/ACommercialIndefinite$12,797,610
EDGAR ↗Jul 2, 2026Wellings Growth Fund II LPD/ACommercialIndefinite$8,668,000
EDGAR ↗Feb 24, 2026Wellings Wilkinson Sidecar I LLCDResidential$4,000,000$0
EDGAR ↗Oct 16, 2025Wellings Sembra Sidecar I LLCDCommercial$5,800,000$0
EDGAR ↗Jun 12, 2025Wellings Evergreen Income Fund LPDCommercialIndefinite$0
EDGAR ↗Jun 12, 2025Wellings Growth Fund II LPDCommercialIndefinite$0
EDGAR ↗Jun 11, 2025Wellings Six Rock Sidecar I LLCDResidential$6,600,000$0
EDGAR ↗Mar 26, 2025Wellings Altus Sidecar I, LLCDOther Real Estate$12,000,000$9,941,000
EDGAR ↗Dec 10, 2024Wellings Icarus Sidecar I, LLCDOther Real Estate$12,000,000$10,152,284
EDGAR ↗Aug 22, 2024Wellings Nord Sidecar I, LLCDOther Real Estate$10,000,000$5,425,000
EDGAR ↗Aug 12, 2024Wellings Real Estate Income FundD/ACommercialIndefinite$68,395,343
EDGAR ↗May 2, 2024Wellings MWG Sidecar I, LLCDOther Real Estate$10,000,000$0
EDGAR ↗Jul 26, 2023Wellings Real Estate Income FundD/ACommercialIndefinite$39,943,797
EDGAR ↗Jun 1, 2022Wellings Real Estate Income FundDCommercialIndefinite$0
EDGAR ↗Jan 11, 2022Wellings Income Fund IV, LLCDCommercial$25,000,000$1,925,000
EDGAR ↗Aug 11, 2021Wellings Income Fund III, LLCDCommercial$25,000,000$0
EDGAR ↗Apr 9, 2021Wellings Income Fund II, LLCD/ACommercial$30,000,000$29,965,000
EDGAR ↗Nov 4, 2020Invest Direct Storage I, DSTDCommercial$5,022,631$0
EDGAR ↗Apr 1, 2020Open Sky Investments, LLCDCommercial$2,500,000$0
EDGAR ↗Mar 3, 2020Wellings Income Fund II, LLCDCommercial$15,000,000$0
EDGAR ↗Jan 17, 2019Wellings Growth Fund I, LLCD/ACommercial$10,000,000$0
EDGAR ↗Jan 8, 2019Wellings Growth Fund I, LLCDCommercial$10,000,000$0
EDGAR ↗Jan 8, 2019Wellings Income Fund I, LLCDCommercial$10,000,000$0
EDGAR ↗Jun 28, 2018Wellings Bradenton Self Storage, LLCDCommercial$3,095,000$2,087,000
EDGAR ↗Nov 1, 2017Wellings - 2160 Fontaine, LLCDResidential$3,807,733$910,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 2, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Residential (2017), Commercial (2018–2022), Other Real Estate (2024–2025), Residential (2025), Commercial (2025). Latest offering: Residential (Feb 24, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
Benjamin KahleDirector, Executive Officer15Mar 3, 2020 → Jul 2, 2026
Paul MooreExecutive Officer, Director, Promoter13Nov 1, 2017 → Jul 2, 2026
Wellings Capital Management, LLC entityExecutive Officer, Director2Nov 4, 2020 → Jun 11, 2025
Wade MyersExecutive Officer, Director, Promoter2Nov 1, 2017 → Jun 28, 2018
Brian RobbinsExecutive Officer, Director, Promoter2Nov 1, 2017 → Jun 28, 2018
WEIF GP LLC entityDirector1Jun 12, 2025 → Jul 2, 2026
Wellings Growth Fund II GP LLC entityDirector1Jun 12, 2025 → Jul 2, 2026
Michael Patrick NiedererDirector1Feb 24, 2026 → Feb 24, 2026
Michael John NiedererDirector1Oct 16, 2025 → Oct 16, 2025
Matthew RicciardellaExecutive Officer1Nov 4, 2020 → Nov 4, 2020
Invest Direct Management entityExecutive Officer1Nov 4, 2020 → Nov 4, 2020
ID Management entityExecutive Officer1Nov 4, 2020 → Nov 4, 2020
Wellings Capital entityExecutive Officer, Promoter1Jun 28, 2018 → Jun 28, 2018
Wellings - 2160 Fontaine Manager, entityDirector, Promoter1Nov 1, 2017 → Nov 1, 2017

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Meta advertising

Meta advertising Meta Pixel and page links found on the sponsor's own site; ads from Meta's Ad Library where the API returns them

Not yet searched.

Sources to be searched: the sponsor's own website (known only from an approved profile claim or the matched adviser's Form ADV) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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