PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:28 AM ET

Sponsor Check › Sponsor group

W

Wheels

One sponsor team, 2 deal companies · New York, NY

Grouped because: 11 shared people, same business address (2 issuers), similar issuer names (2) · 2 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

2deal companies
$128.4Mreported sold
298investors
12Form D filings
2013–2019active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Aug 16, 2019 · 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

Wheels is a sponsor group of 2 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 12 Form D filings between Nov 2013 and Aug 2019.

What this means One team, 2 deal companies, about 6 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: $128.4M to 298 investors (latest filing per issuer). Industries as reported: Other Travel (1), "Other" (1). Issuers are based in NY (2).

What this means $128.4M raised across the group, about $431K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Alan Goldfarb (2 issuers, director), Bill Allard (2 issuers, executive officer and director), Carl Thorsberg (2 issuers, executive officer), Chih Cheung (2 issuers, director), David Adelman (2 issuers, director) and 15 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 Aug 16, 2019.

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) — 19 court cases matching the name, 14 bankruptcy cases matching the name listed in Key records below.

What this means 33 records came back, including 6 court cases 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 12 public filings for Wheels and found 8 differences, 1 worth asking the sponsor about: 8 Form Ds were filed more than 15 days after the first sale; 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 Wheels has not run yet — it is joining a line of 17,197 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

19 cases: 6 open, 8 closed (disposition not in docket feed), 4 dismissed, 1 judgment

Morgan v. Wheels Up Partners LLC open
District Court, N.D. Georgia · No. 1:26-cv-02343 · Filed Apr 27, 2026
Role of Morgan v. Wheels Up Partners 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 GA (not the issuer's state)
Jorge Luna v. San Fernando Tires and Wheels, Inc. open matched at sponsor-group level (Wheels)
District Court, C.D. California · No. 2:26-cv-03739 · Filed Apr 8, 2026
Role of Wheels, Inc.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Lazar v. Wheels, Inc. open matched at sponsor-group level (Wheels)
District Court, N.D. Illinois · No. 1:25-cv-04904 · Filed May 5, 2025 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Wheels, Inc.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state)
Mercedes-Benz Vehicle Trust v. Wheels Up Towing & Recovery, LLC open
District Court, E.D. Pennsylvania · No. 2:24-cv-01313 · Filed Mar 28, 2024
Role of Mercedes-Benz Vehicle Trust v. Wheels Up Towing & Recovery, 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 PA (not the issuer's state)
William Becker, LLC v. Wheels Up Experience, Inc. open
District Court, D. Connecticut · No. 3:24-cv-00347 · Filed Mar 13, 2024
Role of William Becker, LLC v. Wheels Up Experience, Inc.: 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 CT (not the issuer's state)
Jesus Garcia v. Salinas Tires and Wheels Inc. closed matched at sponsor-group level (Wheels)
District Court, C.D. California · No. 8:23-cv-01777 · Filed Sep 22, 2023 · Closed Oct 17, 2023
Role of Wheels Inc.: Defendant · Outcome: Terminated 2023-10-17 (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)
Wheels Up Partners LLC v. Exclusive Jets, LLC closed
District Court, S.D. New York · No. 1:23-cv-08077 · Filed Sep 12, 2023 · Closed Apr 2, 2025 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity Action
Role of Wheels Up Partners LLC v. Exclusive Jets, LLC: Party · Outcome: Terminated 2025-04-02 (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 (NY)
Wheels Up Partners LLC v. Exclusive Jets, LLC closed
District Court, S.D. New York · No. 1:23-cv-05720 · Filed Jul 5, 2023 · Closed Aug 24, 2023 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity Action
Role of Wheels Up Partners LLC v. Exclusive Jets, LLC: Party · Outcome: Terminated 2023-08-24 (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 (NY)
The Lee Goodman Trust v. Wheels Up Experience Inc. closed
District Court, E.D. New York · No. 1:23-cv-02900 · Filed Apr 19, 2023 · Closed Jul 16, 2026 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of The Lee Goodman Trust v. Wheels Up Experience Inc.: Party · Outcome: Terminated 2026-07-16 (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 (NY)
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY v. WHEELS, INC. closed matched at sponsor-group level (Wheels)
District Court, W.D. Pennsylvania · No. 2:19-cv-00028 · Filed Jan 10, 2019 · Closed Apr 30, 2019
Role of WHEELS, INC.: Defendant · Outcome: Terminated 2019-04-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
Alba Wheels Up International, Inc. v. Durkin dismissed
District Court, E.D. New York · No. 1:15-cv-07031 · Filed Dec 10, 2015 · Closed Jun 21, 2016 · Nature of suit: 190 Other contract actions
Role of Alba Wheels Up International, Inc. v. Durkin: Party · Outcome: Terminated 2016-06-21 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
Stiene v. Wheels Inc closed matched at sponsor-group level (Wheels)
District Court, N.D. Illinois · No. 1:04-cv-06753 · Filed Oct 20, 2004 · Closed Oct 20, 2004
Role of Wheels Inc: Defendant · Outcome: Terminated 2004-10-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 2004, issuer incorporated 2014
Bowen v. Wheels Incorporated dismissed matched at sponsor-group level (Wheels)
District Court, N.D. Georgia · No. 1:95-cv-01734 · Filed Jul 6, 1995 · Closed Sep 12, 1995 · Nature of suit: 371 Truth in lending
Role of Wheels Incorporated: Defendant · Outcome: Terminated 1995-09-12 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in GA (not the issuer's state); filed 1995, issuer incorporated 2014
Lyvie v. Wheels, Inc. closed matched at sponsor-group level (Wheels)
District Court, S.D. New York · No. 7:91-cv-07766 · Filed Nov 15, 1991 · Closed Jul 11, 1994
Role of Wheels, Inc.: Defendant · Outcome: Terminated 1994-07-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY); filed 1991, issuer incorporated 2014
DUFFY v. TIRES AND WHEELS INC dismissed matched at sponsor-group level (Wheels)
District Court, N.D. New York · No. · Filed Sep 15, 1989 · Closed Apr 1, 1991 · Nature of suit: 450 Interstate commerce
Role of WHEELS INC: Defendant · Outcome: Terminated 1991-04-01 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY); filed 1989, issuer incorporated 2014
WESTERN FUNDING INC v. WHEELS, INC, ET AL dismissed matched at sponsor-group level (Wheels)
District Court, D. Arizona · No. · Filed Jul 18, 1988 · Closed Mar 21, 1990 · Nature of suit: 190 Other contract actions
Role of WHEELS, INC: Defendant · Outcome: Terminated 1990-03-21 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in AZ (not the issuer's state); filed 1988, issuer incorporated 2014
MILLS v. WHEELS INC judgment matched at sponsor-group level (Wheels)
District Court, D. South Carolina · No. · Filed Mar 19, 1987 · Closed May 11, 1988 · Nature of suit: 370 Other fraud
Role of WHEELS INC: Defendant · Outcome: Terminated 1988-05-11 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in SC (not the issuer's state); filed 1987, issuer incorporated 2014
Eskins v. Jerry F. Englert and Wheels, Inc. closed matched at sponsor-group level (Wheels)
District Court, S.D. West Virginia · No. 2:66-cv-03492 · Filed Aug 10, 1966 · Closed Aug 10, 1966
Role of Wheels, Inc.: Defendant · Outcome: Terminated 1966-08-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in WV (not the issuer's state); filed 1966, issuer incorporated 2014
Alba Wheels Up International, Inc. v. Durkin open
District Court, E.D. New York · No. 2:15-cv-07031 · Filed —
Role of Alba Wheels Up International, Inc. v. Durkin: 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 the issuer's state (NY)
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 Wheels..

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

14 cases: 14 closed (disposition not in docket feed)

Miller v. Alba Wheels Up International Inc. closed
United States Bankruptcy Court, D. Delaware · No. 20-50026 · Filed Jan 21, 2020 · Closed Jan 29, 2021
Role of Miller v. Alba Wheels Up International Inc.: Party · Outcome: Case closed 2021-01-29 (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)
KCP Advisory Group, Liquidating Trustee for HMX Ac v. Alba Wheels Up International Inc. closed
United States Bankruptcy Court, S.D. New York · No. 14-02268 · Filed Oct 14, 2014 · Closed Aug 11, 2015
Role of KCP Advisory Group, Liquidating Trustee for HMX Ac v. Alba Wheels Up International Inc.: Party · Outcome: Case closed 2015-08-11 (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 (NY)
M-10 Tires and Wheels Corp. closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, W.D. Texas · No. 11-32486 · Filed Dec 19, 2011 · Closed Jan 9, 2013
Role of Wheels Corp.: Debtor · Outcome: Case closed 2013-01-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TX (not the issuer's state); filed 2011, issuer incorporated 2014
The Official Committee of Unsecured Creditors of X v. Alba Wheels Up International, Inc. closed
United States Bankruptcy Court, N.D. Illinois · No. 10-02606 · Filed Dec 23, 2010 · Closed Aug 5, 2011
Role of The Official Committee of Unsecured Creditors of X v. Alba Wheels Up International, Inc.: Party · Outcome: Case closed 2011-08-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Berman v. Wheels, Inc. closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, E.D. Kentucky · No. 04-01219 · Filed Nov 9, 2004 · Closed Jun 6, 2005
Role of Wheels, Inc.: Defendant · Outcome: Case closed 2005-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in KY (not the issuer's state); filed 2004, issuer incorporated 2014
Brewster v. Wheels, Inc. closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, M.D. Georgia · No. 04-05047 · Filed Mar 18, 2004 · Closed Apr 14, 2004
Role of Wheels, Inc.: Defendant · Outcome: Case closed 2004-04-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in GA (not the issuer's state); filed 2004, issuer incorporated 2014
NSC Creditor Trust v. Wheels Inc closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, N.D. Illinois · No. 04-01315 · Filed Mar 5, 2004 · Closed Apr 30, 2004
Role of Wheels Inc: Defendant · Outcome: Case closed 2004-04-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 2004, issuer incorporated 2014
The Official Committee of Unsecured Creditors of U v. Wheels, Inc. closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, D. Delaware · No. 03-55384 · Filed Aug 11, 2003 · Closed Sep 26, 2006
Role of Wheels, Inc.: Defendant · Outcome: Case closed 2006-09-26 (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 2003, issuer incorporated 2014
TEU Holdings, Inc. v. Wheels, Inc. closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, D. Delaware · No. 01-08952 · Filed Dec 4, 2001 · Closed Apr 3, 2003
Role of Wheels, Inc.: Defendant · Outcome: Case closed 2003-04-03 (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 2001, issuer incorporated 2014
Tires and Wheels, Inc. closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, D. Massachusetts · No. 92-16606 · Filed Jun 29, 1992 · Closed Feb 25, 1993
Role of Wheels, Inc.: Debtor · Outcome: Case closed 1993-02-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state); filed 1992, issuer incorporated 2014
Sunarhauserman, Inc. v. Wheels, Inc. closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, N.D. Ohio · No. 91-01512 · Filed Sep 30, 1991 · Closed Aug 11, 1992
Role of Wheels, Inc.: Defendant · Outcome: Case closed 1992-08-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OH (not the issuer's state); filed 1991, issuer incorporated 2014
Wheels,Inc. v. Otasco,Inc. closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, N.D. Oklahoma · No. 89-00204 · Filed Jul 11, 1989 · Closed Oct 24, 1994
Role of Wheels,Inc.: Plaintiff · Outcome: Case closed 1994-10-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OK (not the issuer's state); filed 1989, issuer incorporated 2014
Great Aero Brakes And Wheels Inc closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, N.D. Illinois · No. 86-11614 · Filed Jul 29, 1986 · Closed Jan 15, 1992
Role of Wheels Inc: Debtor · Outcome: Case closed 1992-01-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 1986, issuer incorporated 2014
Pacific Savings Bank v. Wheels, Inc. closed matched at sponsor-group level (Wheels)
United States Bankruptcy Court, C.D. California · No. 1:86-ap-00505 · Filed Mar 5, 1986 · Closed Dec 2, 1995
Role of Wheels, Inc.: Defendant · Outcome: Case closed 1995-12-02 (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); filed 1986, issuer incorporated 2014
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.

8 differences found between the filings for Wheels — 1 worth asking about (compared 12 filings on Oct 24, 2026)

Worth asking · Oct 3, 2013 – Aug 16, 2019

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

Form D filed 91 days after the first sale — Wheels Up Partners Holdings LLC · Form D filed 112 days after the first sale — Wheels Up Partners Holdings LLC · Form D filed 16 days after the first sale — Wheels Up Partners Holdings LLC · Form D filed 18 days after the first sale — Wheels Up MIP LLC · Form D filed 17 days after the first sale — Wheels Up Partners Holdings 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.

Sources
Note · Nov 19, 2014 – Sep 28, 2015

Kenneth Dichter's role changed at Wheels Up MIP LLC: executive officer → executive officer, director

The Nov 19, 2014 filing lists Kenneth Dichter as executive officer; the Sep 28, 2015 Form D lists executive officer, director.

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.

Sources
Note · Nov 12, 2013 – Jan 6, 2014

Offering amount changed between filings — Wheels Up Partners Holdings LLC

The Nov 12, 2013 filing says $50,000,000 offered; the Jan 6, 2014 Form D/A says $70,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Oct 3, 2013 – Feb 26, 2016

4 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 — Wheels Up Partners Holdings LLC (latest filing Feb 26, 2016) · No amendment in the last 12 months on an offering that may still be open — Wheels Up MIP LLC (latest filing Sep 28, 2015) · No amendment in the last 12 months on an offering that may still be open — Wheels Up MIP LLC (latest filing Nov 19, 2014) · No amendment in the last 12 months on an offering that may still be open — Wheels Up Partners Holdings LLC (latest filing Jan 6, 2014)

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

Sources
Note · Sep 28, 2015 – Aug 16, 2019

David Adelman is written 2 different ways on the filings

listed as "David Adelman" on 8 filings (from Sep 28, 2015), and "David Jason Adelman" on the Aug 16, 2019 filing.

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.

Sources
Note · Sep 28, 2015 – Aug 16, 2019

Jason Horowitz is written 2 different ways on the filings

listed as "Jason Horowitz" on 8 filings (from Sep 28, 2015), and "Jason K. Horowitz" on the Aug 16, 2019 filing.

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.

Sources
Note · Nov 12, 2013 – Nov 19, 2014

Carl Thorsberg is written 2 different ways on the filings

listed as "Carl F. Thorsberg" on 2 filings (from Nov 12, 2013), and "Carl Thorsberg" on 5 filings (from Nov 19, 2014).

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.

Sources
Note · Nov 12, 2013 – Jan 6, 2014

Minimum investment changed between filings — Wheels Up Partners Holdings LLC

The Nov 12, 2013 filing lists a minimum of $10,000; the Jan 6, 2014 Form D/A lists $15,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

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

4 of 10 offerings report sales commissions totalling $12,445,957; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 16, 2019 D
Wheels Up Partners Holdings LLC
File 021-346830
$3,000,000$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 12, 2017 D
Wheels Up Partners Holdings LLC
File 021-296556
$3,000,000 (est.)$0$0Jeffries LLC BrokerCheck CRD 2347 ↗
via Jeffries LLC (CRD 2347 ↗)

UBS Securities LLC BrokerCheck CRD 7654 ↗
via UBS Securities LLC (CRD 7654 ↗)

BTIG, LLC BrokerCheck CRD 122225 ↗
via BTIG, LLC (CRD 122225 ↗)
EDGAR ↗
Feb 24, 2017 D
Wheels Up Partners Holdings LLC
File 021-281313
$0$0$0None listed on this filingEDGAR ↗
Jan 9, 2017 D
Wheels Up MIP LLC
File 021-277883
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2017 D
Wheels Up Partners Holdings LLC
File 021-277871
$0$0$0None listed on this filingEDGAR ↗
Jun 13, 2016 D
Wheels Up Partners Holdings LLC
File 021-264888
$2,580,476$0$0Jefferies LLC BrokerCheck CRD 2347 ↗EDGAR ↗
Feb 26, 2016 D/A
Wheels Up Partners Holdings LLC
File 021-248704
$3,865,481$0$0Jefferies LLC BrokerCheck CRD 2347 ↗EDGAR ↗
Sep 28, 2015 D
Wheels Up MIP LLC
File 021-248334
$0$0$0None listed on this filingEDGAR ↗
Nov 19, 2014 D
Wheels Up MIP LLC
File 021-228624
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2014 D/A
Wheels Up Partners Holdings LLC
File 021-206091
$0$0$0None 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 2 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 Wheels 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 ↗WU Wheels Up Partners Holdings LLCshared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYOther Travel9$128,444,569
offering $128,444,569 · similar: $1,010,000–$10,000,000
243
similar: 3–20
$5,355
similar: not enough data
2013–2019
EDGAR ↗WU Wheels Up MIP LLCshared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYOther3$1
offering $1 · similar: $500,000–$7,000,000
55
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2014–2017

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Travel / 506(b) (69 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 ↗Aug 16, 2019Wheels Up Partners Holdings LLCDOther Travel$128,444,569$128,444,569
EDGAR ↗Oct 12, 2017Wheels Up Partners Holdings LLCDOther Travel$117,443,196$117,443,196
EDGAR ↗Feb 24, 2017Wheels Up Partners Holdings LLCDOther Travel$300,000$300,000
EDGAR ↗Jan 9, 2017Wheels Up MIP LLCDOther$1$1
EDGAR ↗Jan 6, 2017Wheels Up Partners Holdings LLCDOther Travel$3,000,000$3,000,000
EDGAR ↗Jun 13, 2016Wheels Up Partners Holdings LLCDOther Travel$120,750,000$120,750,000
EDGAR ↗Feb 26, 2016Wheels Up Partners Holdings LLCD/AOther Travel$115,000,000$96,637,032
EDGAR ↗Oct 2, 2015Wheels Up Partners Holdings LLCDOther Travel$115,000,000$66,399,996
EDGAR ↗Sep 28, 2015Wheels Up MIP LLCDOtherIndefinite$0
EDGAR ↗Nov 19, 2014Wheels Up MIP LLCDOtherIndefinite$0
EDGAR ↗Jan 6, 2014Wheels Up Partners Holdings LLCD/AOther Travel$70,000,000$55,695,250
EDGAR ↗Nov 12, 2013Wheels Up Partners Holdings LLCDOther Travel$50,000,000$30,535,000

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 Aug 16, 2019. Industry history, as reported on each offering's latest filing: Previous offerings: Other Travel (2013), Other (2014–2015), Other Travel (2015–2017), Other (2017). Latest offering: Other Travel (2017–2019; most recent Aug 16, 2019).

People across the group

NameRolesIssuers hereFirst → last listed
KD Kenneth DichterExecutive Officer, Director2Nov 12, 2013 → Aug 16, 2019
AG Alan GoldfarbDirector2Sep 28, 2015 → Aug 16, 2019
DA David AdelmanDirector2Sep 28, 2015 → Aug 16, 2019
JH Jason HorowitzExecutive Officer2Sep 28, 2015 → Aug 16, 2019
CC Chih CheungDirector2Jun 13, 2016 → Aug 16, 2019
DK David KaufmanExecutive Officer2Nov 12, 2013 → Oct 12, 2017
BA Bill AllardExecutive Officer, Director2Sep 28, 2015 → Oct 12, 2017
MG Mary GallagherExecutive Officer2Jan 6, 2017 → Oct 12, 2017
RW Robert WithersExecutive Officer2Sep 28, 2015 → Jan 9, 2017
CT Carl ThorsbergExecutive Officer2Nov 12, 2013 → Jun 13, 2016
DB David BaxtExecutive Officer, Director2Nov 12, 2013 → Nov 19, 2014
KM Kate O'MalleyExecutive Officer1Aug 16, 2019 → Aug 16, 2019
HS Henry SchacharExecutive Officer1Aug 16, 2019 → Aug 16, 2019
BR Brian RadeckiDirector1Feb 24, 2017 → Aug 16, 2019
KN Kenneth NapolitanoExecutive Officer1Aug 16, 2019 → Aug 16, 2019
BR Byron Dan Crowe, J.rExecutive Officer1Aug 16, 2019 → Aug 16, 2019
EJ Eric JacobsExecutive Officer1Aug 16, 2019 → Aug 16, 2019
TA Timothy Martin ArmstrongDirector1Aug 16, 2019 → Aug 16, 2019
BC Byron Daniel Crowe, Jr.Executive Officer1Feb 24, 2017 → Oct 12, 2017
WU Wheels Up Partners Holdings LLC entityExecutive Officer1Nov 19, 2014 → Jan 9, 2017

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 Wheels.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Wheels 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 Wheels's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #230,895 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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