Wheelhouse is a sponsor group of 2 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 3 Form D filings between May 2018 and Aug 2018.
What this means One team, 2 deal companies. 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: $7.67M to 11 investors (latest filing per issuer). Industries as reported: Investing (2). Issuers are based in CA (2).
What this means $7.67M raised across the group, about $698K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.
Principal people: John Occhipinti (2 issuers, executive officer), Wheelhouse GP, (2 issuers, executive officer, entity) and WEP GP, (1 issuer, executive officer, entity).
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 Aug 27, 2018.
What this means No new raise filed in the past year.
Adviser registration (Form ADV) on record: WHEELHOUSE GP, LLC.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — none found.
What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.
We compared 3 public filings for Wheelhouse and found 3 differences, 1 worth asking the sponsor about: WEP GP, is no longer listed on the Aug 27, 2018 amendment; 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.