PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:33 AM ET

Sponsor Check › Sponsor group

W

Whittier

One sponsor team, 17 deal companies · South Pasadena, CA

Grouped because: 33 shared people, 1 shared management entity, same business address (16 issuers), similar issuer names (14), same person name on both filings (1) (automatic match from the filings) · not the same sponsor?

17deal companies
$888.2Mreported sold
1,102investors
76Form D filings
2010–2026active
3new, last 12 mo
Follow this sponsor groupLook further ↓

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

The short version

Whittier is a sponsor group of 17 issuers that PartnerFacts links to one sponsor (shared people, same person name on both filings, same business address, similar issuer names, shared management entity; automatic match from the filings), filing 76 Form D filings between Mar 2010 and Oct 2026.

What this means One team, 17 deal companies, about 16 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: $888.2M to 1,102 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (16), "Other" (1). Issuers are based in CA (14), NV (3).

What this means $888.2M raised across the group, about $806K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Michael J. Casey (15 issuers, executive officer, director, and promoter), David A. Dahl (12 issuers, executive officer, director, and promoter), Steven A. Anderson (12 issuers, executive officer, director, and promoter), James R. Parks (10 issuers, director), Liam McGuinness (9 issuers, executive officer) and 57 more.

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

Activity: 3 new offerings in the last 12 months; latest filing Oct 2, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 2 court cases matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 3 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 76 public filings for Whittier and found 14 differences, 3 worth asking the sponsor about: Amount sold went down between filings; 7 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 Whittier has not run yet — it is joining a line of 23,796 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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

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

Primexx Energy Opportunity Fund LP v. Primexx Energy Corporation closed
District Court, N.D. Texas · No. 3:23-cv-00985 · Filed May 4, 2023 · Closed Jul 14, 2023 · Nature of suit: 160 Contract: Stockholders' Suits · Cause: 28:1332 Diversity - Stockholders Suits
Role of Primexx Energy Opportunity Fund LP: Plaintiff · Outcome: Terminated 2023-07-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
WHITTIER,INC v. CITY OF TULSA dismissed matched at sponsor-group level (Whittier)
District Court, N.D. Oklahoma · No. · Filed Oct 9, 1985 · Closed Sep 30, 1990 · Nature of suit: 890 Other statutory actions
Role of WHITTIER,INC: Plaintiff · Outcome: Terminated 1990-09-30 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OK (not the issuer's state); filed 1985, issuer incorporated 2013
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: VA (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 Whittier..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Whittier, Inc. closed matched at sponsor-group level (Whittier)
United States Bankruptcy Court, E.D. Michigan · No. 10-59270 · Filed Jun 14, 2010 · Closed Jan 5, 2011
Role of Whittier, Inc.: Debtor · Outcome: Case closed 2011-01-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2010, issuer incorporated 2013
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 Whittier — 3 worth asking about (compared the newest 50 of 76 filings on Oct 24, 2026; older filings not covered)

Note · Dec 20, 1991 – Jun 13, 2011

4 bankruptcy cases name the subject or team members

Bankruptcy case: Violich v. Wells Fargo Bank — filed Feb 11, 2010 · Bankruptcy case: Albert v. Neben & Starrett, Inc. — filed Feb 28, 1995 · Bankruptcy case: Robert B. Renken — filed May 1, 1992 · Bankruptcy case: Robert B. Renken — filed Dec 20, 1991

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. California ↗Kimberly Wright-Violich — PartnerFacts page ↗Docket · United States Bankruptcy Court, C.D. California ↗Mat Neben — PartnerFacts page ↗
Sources
Worth asking · Apr 2, 2020 – Apr 2, 2021

Amount sold went down between filings — WTC Multi Strategy Fund Offshore, LLC

The Apr 2, 2020 filing says $12,422,781 sold; the Apr 2, 2021 Form D/A says $12,244,000 sold — $178,781 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Apr 2, 2020 ↗Form D/A (later) · Apr 2, 2021 ↗WTC Multi Strategy Fund Offshore, LLC — PartnerFacts page ↗
Sources
Worth asking · Nov 18, 1997 – Oct 2, 2026

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

Form D filed 9,342 days after the first sale — Whittier International Fund A, L.P. · Form D filed 9,355 days after the first sale — Whittier Value Fund A, L.P. · Form D filed 61 days after the first sale — BlueMark, PBC · Form D filed 2,823 days after the first sale — Whittier SMID Cap Fund, LP · Form D filed 28 days after the first sale — Impulse Space (WT), LP · and 2 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jun 30, 2023 ↗Whittier International Fund A, L.P. — PartnerFacts page ↗Form D · Jun 30, 2023 ↗Whittier Value Fund A, L.P. — PartnerFacts page ↗
Sources
Note · Dec 1, 1997 – Jul 1, 2025

No amendment in the last 12 months on an offering that may still be open — Whittier International Fund A, L.P. (latest filing Jul 1, 2025)

The latest filing for this offering is dated Jul 1, 2025 (first sale Dec 1, 1997). It reports $31,600,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jul 1, 2025 ↗Whittier International Fund A, L.P. — PartnerFacts page ↗
Sources
Note · Nov 18, 1997 – Jul 1, 2025

No amendment in the last 12 months on an offering that may still be open — Whittier Value Fund A, L.P. (latest filing Jul 1, 2025)

The latest filing for this offering is dated Jul 1, 2025 (first sale Nov 18, 1997). It reports $90,700,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jul 1, 2025 ↗Whittier Value Fund A, L.P. — PartnerFacts page ↗
Sources
Note · Oct 7, 2020 – Oct 19, 2021

No amendment in the last 12 months on an offering that may still be open — Whittier Core Fixed Income Fund, LLC (latest filing Oct 19, 2021)

The latest filing for this offering is dated Oct 19, 2021 (first sale Oct 7, 2020). It reports $20,080,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Oct 19, 2021 ↗Whittier Core Fixed Income Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Aug 14, 2020 – Aug 14, 2026

46 people are no longer listed on a later amendment

Andrew S. Garb is no longer listed on the Aug 14, 2026 amendment — Whittier Odyssey Fund, LP · Andrew S. Garb is no longer listed on the Apr 1, 2026 amendment — WTC Multi Strategy Fund Offshore, LLC · Andrew S. Garb is no longer listed on the Apr 1, 2026 amendment — WTC Multi Strategy Fund, LLC · Andrew S. Garb is no longer listed on the Apr 1, 2026 amendment — WTC Private Debt Fund, LLC · Sandip Bhagat is no longer listed on the Sep 25, 2025 amendment — Whittier SMID Cap Fund, LP · and 41 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Aug 15, 2025 ↗Form D/A · Aug 14, 2026 ↗Andrew S. Garb — PartnerFacts page ↗Whittier Odyssey Fund, LP — PartnerFacts page ↗
Sources
Note · Jan 11, 2017 – Sep 25, 2026

8 role changes for the same people across filings

Teague Sanders's role changed at Whittier SMID Cap Fund, LP: executive officer, director → executive officer · David A. Dahl's role changed at Whittier Corporate America Fund, LP: director, promoter → director · Sandip Bhagat's role changed at Whittier Odyssey Fund, LP: executive officer, promoter → executive officer · Peter J. Zarifes's role changed at WTC Private Debt Fund, LLC: executive officer, director → director · Teague Sanders's role changed at Whittier SMID Cap Fund, LP: executive officer → executive officer, director · and 3 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · Sep 25, 2025 ↗Form D/A · Sep 25, 2026 ↗Teague Sanders — PartnerFacts page ↗Whittier SMID Cap Fund, LP — PartnerFacts page ↗
Sources
Note · Apr 4, 2022 – Apr 3, 2023

Offering amount changed between filings — WTC Private Debt Fund, LLC

The Apr 4, 2022 filing says $75,000,000 offered; the Apr 3, 2023 Form D/A says an indefinite amount.

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.

Form D/A (earlier) · Apr 4, 2022 ↗Form D/A (later) · Apr 3, 2023 ↗WTC Private Debt Fund, LLC — PartnerFacts page ↗
Sources
Note · Jan 11, 2017 – Oct 2, 2026

15 people are written more than one way across the filings

James R. Parks is written 2 different ways on the filings · Steven G Pizula is written 2 different ways on the filings · Arlo G Sorensen is written 2 different ways on the filings · Liam McGuiness is written 2 different ways on the filings · Mathew N. Neben is written 2 different ways on the filings · and 10 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D/A · Jan 11, 2017 ↗Form D · Oct 2, 2026 ↗James R. Parks — PartnerFacts page ↗Form D/A · Aug 13, 2021 ↗
Sources
Note · Mar 31, 2023 – Sep 25, 2024

8 address changes between filings

Address moved from South Pasadena, CA to Pasadena, CA — Whittier SMID Cap Fund, LP · Address moved from South Pasadena, CA to Pasadena, CA — Whittier Odyssey Fund, LP · Address moved from South Pasadena, CA to Pasadena, CA — Whittier International Fund A, L.P. · Address moved from South Pasadena, CA to Pasadena, CA — Whittier Value Fund A, L.P. · Address moved from South Pasadena, CA to Pasadena, CA — WTC Private Debt Fund, LLC · and 3 more

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

Form D/A · Sep 26, 2023 ↗Form D/A · Sep 25, 2024 ↗Whittier SMID Cap Fund, LP — PartnerFacts page ↗Form D/A · Aug 15, 2023 ↗
Sources
Note · Mar 11, 2011 – Oct 2, 2026

Member companies were formed in 2 different states

Delaware (15), California (2) — out of 17 member issuers. The odd ones out: Whittier Value Fund A, L.P. (California); Whittier International Fund A, L.P. (California).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Whittier — sponsor group page ↗Whittier Value Fund A, L.P. — PartnerFacts page ↗Whittier International Fund A, L.P. — PartnerFacts page ↗
Sources
Note · Mar 11, 2011 – Oct 2, 2026

Member companies list addresses in 2 different states

CA (14), NV (3).

What this means The same team filing from more than one place can mean an office move or deals held by different entities. Ask where the sponsor actually operates.

Whittier — sponsor group page ↗SGIF III (WT), LLC — PartnerFacts page ↗WCM B (WT) LLC — PartnerFacts page ↗Impulse Space (WT), LP — PartnerFacts page ↗
Sources
Note · Feb 4, 2014 – Sep 25, 2026

4 issuers used a different name before

Issuer used a different name before — Whittier SMID Cap Fund, LP · Issuer used a different name before — WTC Multi Strategy Fund, LLC · Issuer used a different name before — WTC Private Debt Fund, LLC · Issuer used a different name before — BlueMark, PBC

What this means Match the CIK on your documents, not just the name.

EDGAR filer page ↗Whittier SMID Cap Fund, LP — PartnerFacts page ↗EDGAR filer page ↗WTC Multi Strategy Fund, 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. We compared the newest 50 of 76 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 18 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 2, 2026 D
WCM B (WT) LLC
File 021-599795
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2026 D
Impulse Space (WT), LP
File 021-599712
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2026 D/A
Whittier SMID Cap Fund, LP
File 021-376221
$0$0$0
Customary management fees are paid to the Manager as set forth in the Partnership Agreement.
None listed on this filingEDGAR ↗
Aug 14, 2026 D/A
Whittier Odyssey Fund, LP
File 021-290649
$0$0$0
Customary management fees are paid to the Investment Manager as set forth in the Partnership Agreement.
None listed on this filingEDGAR ↗
Apr 1, 2026 D/A
WTC Private Debt Fund, LLC
File 021-211289
$0$0$0
Customary management fees are paid to the Manager as set forth in the LLC Agreement.
None listed on this filingEDGAR ↗
Apr 1, 2026 D/A
Whittier Corporate America Fund, LP
File 021-278189
$0$0$0
Customary management fees are paid to the Investment Manager as set forth in the Partnership Agreement.
None listed on this filingEDGAR ↗
Apr 1, 2026 D/A
WTC Multi Strategy Fund, LLC
File 021-296841
$0$0$0
Customary management fees are paid to the Manager as disclosed in the Operating Agreement.
None listed on this filingEDGAR ↗
Apr 1, 2026 D/A
WTC Multi Strategy Fund Offshore, LLC
File 021-301230
$0$0$0
Customary management fees are paid to the Manager as disclosed in the Issuer's Operating Agreement.
None listed on this filingEDGAR ↗
Dec 23, 2025 D
SGIF III (WT), LLC
File 021-567949
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2025 D/A
Whittier Value Fund A, L.P.
File 021-485729
$0$0$0
Customary management fees are paid to the investment manager as disclosed in the offering documents.
None listed on this filingEDGAR ↗
Jul 1, 2025 D/A
Whittier International Fund A, L.P.
File 021-485731
$0$0$0
Customary management fees are paid to the investment manager as disclosed in the offering documents.
None listed on this filingEDGAR ↗
Apr 18, 2023 D
BlueMark, PBC
File 021-479181
$0$0$0None listed on this filingEDGAR ↗
Feb 22, 2022 D
BlueMark, PBC
File 021-434421
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2021 D/A
Whittier Core Fixed Income Fund, LLC
File 021-378208
$0$0$0
Customary management fees are paid to the Manager as disclosed in the Operating Agreement.
None listed on this filingEDGAR ↗
Jan 11, 2017 D
WTC Energy Credit Fund, LP
File 021-278198
$0$0$0
Customary management fees are paid to the Investment Manager as set forth in the Partnership Agreement.
None listed on this filingEDGAR ↗
Oct 7, 2016 D
Primexx Energy Opportunity Fund II, LP
File 021-272052
$0$0$0
Customary management fees are paid to the Investment Manager as set forth in the Partnership Agreement.
None listed on this filingEDGAR ↗
Nov 20, 2013 D/A
Primexx Energy Opportunity Fund, LP
File 021-205923
$0$0$0
Customary management fees are paid to the Investment Manager as set forth in the Partnership Agreement.
None listed on this filingEDGAR ↗
Mar 11, 2011 D/A
WHITTIER LONG SHORT FUND LLC
File 021-61946
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗

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 17 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 7:31 AM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 7:31 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2014–2026) — 731,609 records, loaded Oct 24, 2026, 7:31 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, 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); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2014–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:31 AM ET; 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; 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 also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗WL WHITTIER LONG SHORT FUND LLCsame person name on both filings, same business address, similar issuer namesSOUTH PASADENA, CAPooled Investment Fund2$65,873,48760$100,0002010–2011
EDGAR ↗PE Primexx Energy Opportunity Fund, LPshared people, same person name on both filings, same business address, similar issuer namesSOUTH PASADENA, CAPooled Investment Fund2$55,300,000
offering $60,000,000 · similar: $155,000–$5,250,000
31
similar: 4–27
$1
similar: $1,000–$100,000
2013–2013
EDGAR ↗WP WTC Private Debt Fund, LLCshared people, same person name on both filings, same business addressPASADENA, CAPooled Investment Fund11$84,630,000
offering Indefinite · similar: $155,000–$5,250,000
162
similar: 4–27
$1
similar: $1,000–$100,000
2014–2026
EDGAR ↗PE Primexx Energy Opportunity Fund II, LPshared people, same person name on both filings, same business address, similar issuer namesSOUTH PASADENA, CAPooled Investment Fund1$30,000,000
offering $30,000,000 · similar: $155,000–$5,250,000
49
similar: 4–27
$1
similar: $1,000–$100,000
2016–2016
EDGAR ↗WC Whittier Corporate America Fund, LPshared people, same person name on both filings, same business address, similar issuer namesPASADENA, CAPooled Investment Fund10$120,586,982
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
$1
similar: $1,000–$100,000
2017–2026
EDGAR ↗WE WTC Energy Credit Fund, LPshared people, same person name on both filings, same business addressSOUTH PASADENA, CAPooled Investment Fund1$12,100,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
$1
similar: $1,000–$100,000
2017–2017
EDGAR ↗WO Whittier Odyssey Fund, LPshared people, same person name on both filings, same business address, similar issuer namesPASADENA, CAPooled Investment Fund10$16,900,000
offering Indefinite · similar: $155,000–$5,250,000
46
similar: 4–27
$1
similar: $1,000–$100,000
2017–2026
EDGAR ↗WM WTC Multi Strategy Fund, LLCshared people, same person name on both filings, same business address, similar issuer namesPASADENA, CAPooled Investment Fund10$154,676,985
offering Indefinite · similar: $155,000–$5,250,000
236
similar: 4–27
$1
similar: $1,000–$100,000
2017–2026
EDGAR ↗WM WTC Multi Strategy Fund Offshore, LLCshared people, same person name on both filings, same business address, similar issuer namesPASADENA, CAPooled Investment Fund9$32,296,692
offering Indefinite · similar: $155,000–$5,250,000
72
similar: 4–27
$1
similar: $1,000–$100,000
2017–2026
EDGAR ↗WS Whittier SMID Cap Fund, LPshared people, same person name on both filings, same business address, similar issuer namesPASADENA, CAPooled Investment Fund7$71,175,000
offering Indefinite · similar: $155,000–$5,250,000
34
similar: 4–27
$1
similar: $1,000–$100,000
2020–2026
EDGAR ↗WC Whittier Core Fixed Income Fund, LLCshared people, same person name on both filings, same business address, similar issuer namesSOUTH PASADENA, CAPooled Investment Fund2$20,080,000
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
$1
similar: $1,000–$100,000
2020–2021
EDGAR ↗BP BlueMark, PBCshared peopleSan Francisco, CAOther2$9,999,990
offering $9,999,990 · similar: $500,000–$7,000,000
7
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2023
EDGAR ↗WV Whittier Value Fund A, L.P.shared people, same person name on both filings, same business address, similar issuer namesPASADENA, CAPooled Investment Fund3$90,700,000
offering Indefinite · similar: $155,000–$5,250,000
103
similar: 4–27
$1
similar: $1,000–$100,000
2023–2025
EDGAR ↗WI Whittier International Fund A, L.P.shared people, same person name on both filings, same business address, similar issuer namesPASADENA, CAPooled Investment Fund3$31,600,000
offering Indefinite · similar: $155,000–$5,250,000
56
similar: 4–27
$1
similar: $1,000–$100,000
2023–2025
EDGAR ↗SW SGIF III (WT), LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesRENO, NVPooled Investment Fund1$51,535,000
offering Indefinite · similar: $155,000–$5,250,000
120
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗WB WCM B (WT) LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesRENO, NVPooled Investment Fund1$37,060,000
offering Indefinite · similar: $155,000–$5,250,000
71
similar: 4–27
$100,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗IS Impulse Space (WT), LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesRENO, NVPooled Investment Fund1$3,716,000
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
$100,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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 ↗Oct 2, 2026Impulse Space (WT), LPDPooled Investment FundIndefinite$3,716,000
EDGAR ↗Oct 2, 2026WCM B (WT) LLCDPooled Investment FundIndefinite$37,060,000
EDGAR ↗Sep 25, 2026Whittier SMID Cap Fund, LPD/APooled Investment FundIndefinite$71,175,000
EDGAR ↗Aug 14, 2026Whittier Odyssey Fund, LPD/APooled Investment FundIndefinite$16,900,000
EDGAR ↗Apr 1, 2026WTC Multi Strategy Fund Offshore, LLCD/APooled Investment FundIndefinite$32,296,692
EDGAR ↗Apr 1, 2026WTC Multi Strategy Fund, LLCD/APooled Investment FundIndefinite$154,676,985
EDGAR ↗Apr 1, 2026Whittier Corporate America Fund, LPD/APooled Investment FundIndefinite$120,586,982
EDGAR ↗Apr 1, 2026WTC Private Debt Fund, LLCD/APooled Investment FundIndefinite$84,630,000
EDGAR ↗Dec 23, 2025SGIF III (WT), LLCDPooled Investment FundIndefinite$51,535,000
EDGAR ↗Sep 25, 2025Whittier SMID Cap Fund, LPD/APooled Investment FundIndefinite$71,175,000
EDGAR ↗Aug 15, 2025Whittier Odyssey Fund, LPD/APooled Investment FundIndefinite$16,900,000
EDGAR ↗Jul 1, 2025Whittier International Fund A, L.P.D/APooled Investment FundIndefinite$31,600,000
EDGAR ↗Jul 1, 2025Whittier Value Fund A, L.P.D/APooled Investment FundIndefinite$90,700,000
EDGAR ↗Apr 3, 2025WTC Private Debt Fund, LLCD/APooled Investment FundIndefinite$83,930,000
EDGAR ↗Apr 2, 2025WTC Multi Strategy Fund Offshore, LLCD/APooled Investment FundIndefinite$29,036,692
EDGAR ↗Apr 2, 2025WTC Multi Strategy Fund, LLCD/APooled Investment FundIndefinite$148,226,985
EDGAR ↗Apr 2, 2025Whittier Corporate America Fund, LPD/APooled Investment FundIndefinite$118,311,982
EDGAR ↗Sep 25, 2024Whittier SMID Cap Fund, LPD/APooled Investment FundIndefinite$70,925,000
EDGAR ↗Aug 15, 2024Whittier Odyssey Fund, LPD/APooled Investment FundIndefinite$16,900,000
EDGAR ↗Jul 1, 2024Whittier International Fund A, L.P.D/APooled Investment FundIndefinite$31,600,000
EDGAR ↗Jul 1, 2024Whittier Value Fund A, L.P.D/APooled Investment FundIndefinite$90,700,000
EDGAR ↗Apr 3, 2024WTC Private Debt Fund, LLCD/APooled Investment FundIndefinite$81,100,000
EDGAR ↗Apr 1, 2024WTC Multi Strategy Fund Offshore, LLCD/APooled Investment FundIndefinite$27,036,692
EDGAR ↗Apr 1, 2024WTC Multi Strategy Fund, LLCD/APooled Investment FundIndefinite$145,226,985
EDGAR ↗Apr 1, 2024Whittier Corporate America Fund, LPD/APooled Investment FundIndefinite$116,036,982
EDGAR ↗Sep 26, 2023Whittier SMID Cap Fund, LPD/APooled Investment FundIndefinite$70,925,000
EDGAR ↗Aug 15, 2023Whittier Odyssey Fund, LPD/APooled Investment FundIndefinite$16,900,000
EDGAR ↗Jun 30, 2023Whittier International Fund A, L.P.DPooled Investment FundIndefinite$31,500,000
EDGAR ↗Jun 30, 2023Whittier Value Fund A, L.P.DPooled Investment FundIndefinite$90,700,000
EDGAR ↗Apr 18, 2023BlueMark, PBCDOther$9,999,990$9,999,990
EDGAR ↗Apr 3, 2023WTC Private Debt Fund, LLCD/APooled Investment FundIndefinite$73,850,000
EDGAR ↗Mar 31, 2023Whittier Corporate America Fund, LPD/APooled Investment FundIndefinite$115,786,982
EDGAR ↗Mar 31, 2023WTC Multi Strategy Fund Offshore, LLCD/APooled Investment FundIndefinite$25,146,692
EDGAR ↗Mar 31, 2023WTC Multi Strategy Fund, LLCD/APooled Investment FundIndefinite$137,101,985
EDGAR ↗Sep 23, 2022Whittier SMID Cap Fund, LPD/APooled Investment FundIndefinite$70,925,000
EDGAR ↗Aug 10, 2022Whittier Odyssey Fund, LPD/APooled Investment FundIndefinite$16,900,000
EDGAR ↗Apr 4, 2022WTC Multi Strategy Fund Offshore, LLCD/APooled Investment FundIndefinite$12,244,000
EDGAR ↗Apr 4, 2022WTC Multi Strategy Fund, LLCD/APooled Investment FundIndefinite$105,254,485
EDGAR ↗Apr 4, 2022Whittier Corporate America Fund, LPD/APooled Investment FundIndefinite$115,786,982
EDGAR ↗Apr 4, 2022WTC Private Debt Fund, LLCD/APooled Investment Fund$75,000,000$51,592,500
EDGAR ↗Feb 22, 2022BlueMark, PBCDOther$2,250,000$2,250,000
EDGAR ↗Oct 19, 2021Whittier Core Fixed Income Fund, LLCD/APooled Investment FundIndefinite$20,080,000
EDGAR ↗Sep 23, 2021Whittier SMID Cap Fund, LPD/APooled Investment FundIndefinite$69,925,000
EDGAR ↗Aug 13, 2021Whittier Odyssey Fund, LPD/APooled Investment FundIndefinite$16,900,000
EDGAR ↗Apr 2, 2021WTC Multi Strategy Fund Offshore, LLCD/APooled Investment FundIndefinite$12,244,000
EDGAR ↗Apr 2, 2021WTC Multi Strategy Fund, LLCD/APooled Investment FundIndefinite$105,254,485
EDGAR ↗Apr 1, 2021Whittier Corporate America Fund, LPD/APooled Investment FundIndefinite$115,786,982
EDGAR ↗Apr 1, 2021WTC Private Debt Fund, LLCD/APooled Investment Fund$75,000,000$51,592,500
EDGAR ↗Oct 19, 2020Whittier Core Fixed Income Fund, LLCDPooled Investment FundIndefinite$13,000,000
EDGAR ↗Sep 24, 2020Whittier SMID Cap Fund, LPDPooled Investment FundIndefinite$68,970,000
EDGAR ↗Aug 14, 2020Whittier Odyssey Fund, LPD/APooled Investment FundIndefinite$16,900,000
EDGAR ↗Aug 10, 2020Whittier Odyssey Fund, LPD/APooled Investment FundIndefinite$16,900,000
EDGAR ↗Apr 2, 2020WTC Multi Strategy Fund, LLCD/APooled Investment FundIndefinite$87,514,019
EDGAR ↗Apr 2, 2020WTC Multi Strategy Fund Offshore, LLCD/APooled Investment FundIndefinite$12,422,781
EDGAR ↗Apr 1, 2020WTC Private Debt Fund, LLCD/APooled Investment Fund$75,000,000$37,013,341
EDGAR ↗Apr 1, 2020Whittier Corporate America Fund, LPD/APooled Investment FundIndefinite$115,786,982
EDGAR ↗Aug 16, 2019Whittier Odyssey Fund, LPD/APooled Investment FundIndefinite$16,900,000
EDGAR ↗Apr 1, 2019WTC Multi Strategy Fund Offshore, LLCD/APooled Investment FundIndefinite$8,919,000
EDGAR ↗Apr 1, 2019WTC Multi Strategy Fund, LLCD/APooled Investment FundIndefinite$92,729,100
EDGAR ↗Apr 1, 2019Whittier Corporate America Fund, LPD/APooled Investment FundIndefinite$82,495,000
EDGAR ↗Apr 1, 2019WTC Private Debt Fund, LLCD/APooled Investment Fund$50,000,000$30,450,000
EDGAR ↗Jan 11, 2018Whittier Corporate America Fund, LPD/APooled Investment FundIndefinite$82,391,000
EDGAR ↗Jan 11, 2018WTC Private Debt Fund, LLCD/APooled Investment Fund$50,000,000$28,200,000
EDGAR ↗Dec 20, 2017WTC Multi Strategy Fund Offshore, LLCDPooled Investment FundIndefinite$8,750,000
EDGAR ↗Dec 18, 2017WTC Multi Strategy Fund, LLCD/APooled Investment FundIndefinite$72,488,000
EDGAR ↗Oct 17, 2017WTC Multi Strategy Fund, LLCDPooled Investment FundIndefinite$72,488,000
EDGAR ↗Jul 13, 2017Whittier Odyssey Fund, LPDPooled Investment FundIndefinite$10,800,000
EDGAR ↗Jan 11, 2017WTC Energy Credit Fund, LPDPooled Investment FundIndefinite$12,100,000
EDGAR ↗Jan 11, 2017WTC Private Debt Fund, LLCD/APooled Investment Fund$50,000,000$25,900,000
EDGAR ↗Jan 11, 2017Whittier Corporate America Fund, LPDPooled Investment FundIndefinite$82,141,000
EDGAR ↗Oct 7, 2016Primexx Energy Opportunity Fund II, LPDPooled Investment Fund$30,000,000$30,000,000
EDGAR ↗Feb 4, 2014WTC Private Debt Fund, LLCDPooled Investment Fund$50,000,000$15,100,000
EDGAR ↗Nov 20, 2013Primexx Energy Opportunity Fund, LPD/APooled Investment Fund$60,000,000$55,300,000
EDGAR ↗Nov 7, 2013Primexx Energy Opportunity Fund, LPDPooled Investment Fund$60,000,000$53,100,000
EDGAR ↗Mar 11, 2011WHITTIER LONG SHORT FUND LLCD/APooled Investment FundIndefinite$65,873,487
EDGAR ↗Mar 11, 2010WHITTIER LONG SHORT FUND LLCD/APooled Investment FundIndefinite$38,185,200

Activity: 3 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 Oct 2, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2010–2020), Other (2022–2023). Latest offering: Pooled Investment Fund (2023–2026; most recent Oct 2, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
MC Michael J. CaseyDirector, Executive Officer, Promoter15Nov 7, 2013 → Oct 2, 2026
DD David A. DahlExecutive Officer, Director, Promoter12Nov 7, 2013 → Oct 2, 2026
SA Steven A. AndersonExecutive Officer, Director, Promoter12Nov 7, 2013 → Apr 1, 2026
JP James R. ParksDirector10Oct 7, 2016 → Oct 2, 2026
LM Liam McGuinnessExecutive Officer9Jan 11, 2017 → Aug 14, 2026
SP Steven G PizulaDirector8Aug 13, 2021 → Oct 2, 2026
JD James DotiDirector8Oct 17, 2017 → Oct 2, 2026
JL James C. Langdon, Jr.Director8Nov 7, 2013 → Mar 31, 2023
SB Sandip E. BhagatExecutive Officer7Apr 1, 2024 → Sep 25, 2026
SB Sandip BhagatExecutive Officer7Jan 11, 2017 → Aug 14, 2026
AG Andrew S. GarbDirector7Oct 7, 2016 → Dec 23, 2025
RR Robert RenkenExecutive Officer, Director6Jan 11, 2017 → Oct 2, 2026
AS Arlo SorensonDirector6Nov 7, 2013 → Sep 25, 2026
LM Liam W. McGuinnessExecutive Officer6Apr 1, 2024 → Apr 1, 2026
WR William E. RamseyExecutive Officer, Director6Nov 7, 2013 → Apr 3, 2023
KR Keith W. RenkenDirector6Jan 11, 2017 → Mar 31, 2023
TS Teague SandersExecutive Officer4Jan 11, 2017 → Sep 25, 2026
MN Mathew N. NebenExecutive Officer4Apr 1, 2024 → Sep 25, 2026
CA Craig AyersExecutive Officer4Jan 11, 2017 → Sep 25, 2026
TM Timothy K. McCarthyExecutive Officer, Director4Oct 17, 2017 → Apr 1, 2026
KV Kimberly Wright-ViolichDirector, Executive Officer4Dec 18, 2017 → Apr 18, 2023
DD Dahl A. DavidDirector3Sep 24, 2020 → Sep 25, 2026
PZ Peter K. ZarifesExecutive Officer, Director3Dec 18, 2017 → Apr 1, 2026
JE James G. EllisDirector3Apr 1, 2024 → Apr 1, 2026
JG Jerold D. GreenDirector3Apr 1, 2024 → Apr 1, 2026
JN Julie NesbitDirector3Apr 1, 2026 → Apr 1, 2026
JJ James A. JeffsExecutive Officer, Director, Promoter3Mar 11, 2010 → Feb 4, 2014
WI Whittier Investments GP, LLC entityDirector2Oct 2, 2026 → Oct 2, 2026
LM Liam McGuinnessExecutive Officer2Oct 2, 2026 → Oct 2, 2026
KS Kimberly ShepherdDirector2Oct 2, 2026 → Oct 2, 2026
LG Lori GallagherExecutive Officer2Apr 1, 2026 → Sep 25, 2026
AS Arlo G SorensenDirector2Jan 11, 2017 → Apr 1, 2026
PZ Peter J. ZarifesDirector2Oct 17, 2017 → Apr 1, 2026
KV Kim Wright-ViolichDirector2Jan 11, 2018 → Aug 10, 2022
LM Liam McGuinessExecutive Officer1Sep 24, 2020 → Sep 25, 2026
WI Whittier Investments GP, LLC entityExecutive Officer1Dec 23, 2025 → Dec 23, 2025
MN Mat NebenExecutive Officer1Sep 26, 2023 → Sep 26, 2023
LA Lauren Booker AllenDirector1Feb 22, 2022 → Apr 18, 2023
CL Christina E. LeijonhufvudExecutive Officer, Director1Feb 22, 2022 → Apr 18, 2023
TY Thomas YagelDirector1Apr 18, 2023 → Apr 18, 2023
LM Liam J McGuinnessExecutive Officer1Jan 11, 2017 → Mar 31, 2023
SB Sandip L. BhagatExecutive Officer1Dec 18, 2017 → Mar 31, 2023
SB Sandip A BhagatExecutive Officer1Jan 11, 2017 → Mar 31, 2023
LM Liam McGinnessExecutive Officer1Jan 11, 2017 → Apr 4, 2022
AA Aaron ArnoldyExecutive Officer, Director1Feb 22, 2022 → Feb 22, 2022
SM Shaun MaysDirector1Feb 22, 2022 → Feb 22, 2022
KV Kimberly A. Wright-ViolichExecutive Officer, Director1Feb 22, 2022 → Feb 22, 2022
KV Kimberly Wright ViolichDirector1Oct 17, 2017 → Oct 17, 2017
DW Deborah L. WetzelDirector1Oct 17, 2017 → Oct 17, 2017
KW Kyle WebsterExecutive Officer1Jan 11, 2017 → Jan 11, 2017
SA Steven A AnderstonExecutive Officer, Director, Promoter1Jan 11, 2017 → Jan 11, 2017
KR Keith T RenkenDirector1Jan 11, 2017 → Jan 11, 2017
KR Keith RenkenDirector1Oct 7, 2016 → Oct 7, 2016
JK John T. KellyExecutive Officer, Promoter1Feb 4, 2014 → Feb 4, 2014
ED Eric DerringtonExecutive Officer, Promoter1Feb 4, 2014 → Feb 4, 2014
HW Harold WilliamsDirector1Nov 7, 2013 → Nov 20, 2013
JK John KelleyPromoter1Nov 7, 2013 → Nov 20, 2013
DC Donna CarterExecutive Officer1Nov 7, 2013 → Nov 20, 2013
BL Betty LeonardDirector1Nov 7, 2013 → Nov 20, 2013
KR Keith RenkenDirector1Nov 7, 2013 → Nov 20, 2013

Adviser registration (Form ADV)

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Meta advertising

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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

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