PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 1:49 AM ET

Sponsor Check › Sponsor group

Zlp

12 issuers linked to one sponsor · NEW YORK, NY

Grouped because: 3 shared people, 3 shared management entities, same business address (12 issuers), similar issuer names (11) (automatic match from the filings) ·Not the same sponsor? Request a correction

12issuers
74Form D filings
$3,693,842,816total sold (sum of latest per issuer)
880investors (sum of max per issuer)
2009–2026active
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Apr 6, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:16 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, 12:16 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.

No SEC search has run yet for this sponsor group.

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, 12:16 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 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.

5. Money to insiders and sales commissions

1 of 12 offerings reports sales commissions totalling $6,250; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Apr 6, 2026 D/A
File 021-110081
$0$0$0 (est.)
The Investment Manager and the General Partner may receive a management fee and an incentive allocation, respectively, as detailed in the offering materials.
None listed on this filing
EDGAR ↗Apr 6, 2026 D/A
File 021-225946
$0$0$0
The Investment Manager and the General Partner may receive a management fee and an incentive allocation, respectively, as detailed in the offering materials.
None listed on this filing
EDGAR ↗Apr 6, 2026 D/A
File 021-309766
$0$0$0
The Investment Manager and the General Partner may receive a management fee and an incentive allocation, respectively, as detailed in the offering materials.
None listed on this filing
EDGAR ↗Apr 6, 2026 D/A
File 021-369529
$0$0$0
The Investment Manager and the General Partner may receive a management fee and an incentive allocation, respectively, as detailed in the offering materials.
None listed on this filing
EDGAR ↗Apr 4, 2025 D/A
File 021-491358
$0$0$0None listed on this filing
EDGAR ↗Apr 5, 2023 D/A
File 021-354984
$0$0$0
The Investment Manager and the General Partner may receive a management fee and an incentive allocation, respectively, as detailed in the offering materials.
None listed on this filing
EDGAR ↗Jan 30, 2023 D/A
File 021-424901
$0$0$0None listed on this filing
EDGAR ↗Dec 23, 2021 D
File 021-426613
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Feb 16, 2021 D/A
File 021-360401
$0$0$0None listed on this filing
EDGAR ↗Feb 28, 2012 D/A
File 021-120239
$0$0$0 (est.)None listed on this filing
EDGAR ↗Feb 28, 2012 D/A
File 021-127682
$0$0$0 (est.)None listed on this filing
EDGAR ↗Feb 28, 2012 D/A
File 021-110082
$0$0$0 (est.)None listed on this filing

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 12 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 Zlp 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 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, 1:49 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 ↗ZLP Opportunity Fund, L.P.shared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund4$271,977,03282$1,000,0002009–2012
EDGAR ↗ZLP Fund, L.P.shared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund4$579,612,317116$3,000,0002009–2012
EDGAR ↗ZLP Domestic Investments, L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund4$37,857,00041$1,000,0002009–2012
EDGAR ↗ZP Utility Fund, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund19$1,430,499,488
offering Indefinite · similar: $155,000–$5,250,000
255
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗Zimmer Infrastructure Fund, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund14$832,680,314
offering Indefinite · similar: $155,000–$5,250,000
193
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2026
EDGAR ↗ZP Utility Insurance Fund, LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund9$306,130,603
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2026
EDGAR ↗ZP Utility Insurance Fund II, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund5$104,792,008
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2023
EDGAR ↗Sequentis CSP Investments, L.P.shared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$17,124,000
offering Indefinite · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2021
EDGAR ↗ZP MidCap Fund, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund7$82,461,054
offering Indefinite · similar: $155,000–$5,250,000
33
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2026
EDGAR ↗Sequentis Triple Net Fund, LPshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$30,584,000
offering Indefinite · similar: $155,000–$5,250,000
19
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗Sequentis DREIT, LLCshared people, same person name on both filings, same business address, similar issuer namesNew York, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗Zimmer SPC LP - Series Ishared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 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 ↗Apr 6, 2026Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$832,680,314
EDGAR ↗Apr 6, 2026ZP Utility Insurance Fund, LPD/APooled Investment FundIndefinite$306,130,603
EDGAR ↗Apr 6, 2026ZP MidCap Fund, L.P.D/APooled Investment FundIndefinite$82,461,054
EDGAR ↗Apr 6, 2026ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$1,430,499,488
EDGAR ↗Apr 4, 2025Zimmer SPC LP - Series ID/APooled Investment FundIndefinite$0
EDGAR ↗Apr 4, 2025Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$830,280,314
EDGAR ↗Apr 4, 2025ZP Utility Insurance Fund, LPD/APooled Investment FundIndefinite$306,130,603
EDGAR ↗Apr 4, 2025ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$1,421,781,025
EDGAR ↗Apr 4, 2025ZP MidCap Fund, L.P.D/APooled Investment FundIndefinite$79,461,054
EDGAR ↗Apr 5, 2024Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$816,865,314
EDGAR ↗Apr 5, 2024ZP MidCap Fund, L.P.D/APooled Investment FundIndefinite$62,711,054
EDGAR ↗Apr 5, 2024ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$1,311,906,025
EDGAR ↗Apr 5, 2024ZP Utility Insurance Fund, LPD/APooled Investment FundIndefinite$306,130,603
EDGAR ↗Apr 5, 2024Zimmer SPC LP - Series ID/APooled Investment FundIndefinite$0
EDGAR ↗Sep 5, 2023Zimmer SPC LP - Series IDPooled Investment FundIndefinite$0
EDGAR ↗Apr 5, 2023ZP Utility Insurance Fund, LPD/APooled Investment FundIndefinite$306,130,603
EDGAR ↗Apr 5, 2023ZP Utility Insurance Fund II, L.P.D/APooled Investment FundIndefinite$104,792,008
EDGAR ↗Apr 5, 2023Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$814,145,314
EDGAR ↗Apr 5, 2023ZP MidCap Fund, L.P.D/APooled Investment FundIndefinite$62,711,054
EDGAR ↗Apr 5, 2023ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$1,192,456,886
EDGAR ↗Jan 30, 2023Sequentis Triple Net Fund, LPD/APooled Investment FundIndefinite$30,584,000
EDGAR ↗Apr 8, 2022ZP Utility Insurance Fund, LPD/APooled Investment FundIndefinite$231,130,603
EDGAR ↗Apr 8, 2022ZP Utility Insurance Fund II, L.P.D/APooled Investment FundIndefinite$104,792,008
EDGAR ↗Apr 8, 2022ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$1,125,315,196
EDGAR ↗Apr 8, 2022ZP MidCap Fund, L.P.D/APooled Investment FundIndefinite$62,679,054
EDGAR ↗Apr 8, 2022Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$810,467,314
EDGAR ↗Dec 23, 2021Sequentis DREIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 14, 2021Sequentis Triple Net Fund, LPDPooled Investment FundIndefinite$27,250,000
EDGAR ↗Apr 8, 2021ZP Utility Insurance Fund II, L.P.D/APooled Investment FundIndefinite$104,792,008
EDGAR ↗Apr 8, 2021ZP Utility Insurance Fund, LPD/APooled Investment FundIndefinite$226,130,603
EDGAR ↗Apr 8, 2021ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$1,075,629,196
EDGAR ↗Apr 8, 2021ZP MidCap Fund, L.P.D/APooled Investment FundIndefinite$62,679,054
EDGAR ↗Apr 8, 2021Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$806,417,314
EDGAR ↗Feb 16, 2021Sequentis CSP Investments, L.P.D/APooled Investment FundIndefinite$17,124,000
EDGAR ↗Jun 23, 2020ZP MidCap Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 7, 2020ZP Utility Insurance Fund II, L.P.D/APooled Investment FundIndefinite$97,500,001
EDGAR ↗Apr 7, 2020ZP Utility Insurance Fund, LPD/APooled Investment FundIndefinite$116,600,000
EDGAR ↗Apr 7, 2020ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$936,405,196
EDGAR ↗Apr 7, 2020Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$799,037,582
EDGAR ↗Feb 12, 2020Sequentis CSP Investments, L.P.DPooled Investment FundIndefinite$11,000,000
EDGAR ↗Dec 6, 2019ZP Utility Insurance Fund II, L.P.DPooled Investment FundIndefinite$36,000,000
EDGAR ↗Apr 10, 2019Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$770,372,582
EDGAR ↗Apr 10, 2019ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$785,012,196
EDGAR ↗Apr 10, 2019ZP Utility Insurance Fund, LPD/APooled Investment FundIndefinite$112,700,000
EDGAR ↗Apr 10, 2018Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$638,481,582
EDGAR ↗Apr 10, 2018ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$722,727,196
EDGAR ↗Apr 10, 2018ZP Utility Insurance Fund, LPDPooled Investment FundIndefinite$108,500,000
EDGAR ↗Apr 20, 2017Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$554,625,582
EDGAR ↗Apr 20, 2017ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$611,317,196
EDGAR ↗Feb 6, 2017ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$596,393,850
EDGAR ↗Sep 14, 2016Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$511,474,210
EDGAR ↗Feb 11, 2016ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$426,592,789
EDGAR ↗Oct 8, 2015Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$356,891,146
EDGAR ↗Feb 19, 2015ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$328,184,456
EDGAR ↗Oct 20, 2014Zimmer Infrastructure Fund, L.P.D/APooled Investment FundIndefinite$160,496,146
EDGAR ↗Oct 7, 2014Zimmer Infrastructure Fund, L.P.DPooled Investment FundIndefinite$160,496,146
EDGAR ↗Feb 24, 2014ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$272,761,426
EDGAR ↗Feb 28, 2013ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$189,873,388
EDGAR ↗Feb 28, 2012ZLP Fund, L.P.D/APooled Investment FundIndefinite$579,612,317
EDGAR ↗Feb 28, 2012ZLP Domestic Investments, L.P.D/APooled Investment FundIndefinite$37,857,000
EDGAR ↗Feb 28, 2012ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$109,482,753
EDGAR ↗Feb 28, 2012ZLP Opportunity Fund, L.P.D/APooled Investment FundIndefinite$271,977,032
EDGAR ↗Mar 1, 2011ZLP Domestic Investments, L.P.D/APooled Investment FundIndefinite$35,687,000
EDGAR ↗Mar 1, 2011ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$94,912,753
EDGAR ↗Mar 1, 2011ZLP Opportunity Fund, L.P.D/APooled Investment FundIndefinite$209,166,032
EDGAR ↗Mar 1, 2011ZLP Fund, L.P.D/APooled Investment FundIndefinite$564,781,317
EDGAR ↗Feb 26, 2010ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$48,552,753
EDGAR ↗Feb 26, 2010ZLP Opportunity Fund, L.P.D/APooled Investment FundIndefinite$200,916,032
EDGAR ↗Feb 26, 2010ZLP Fund, L.P.D/APooled Investment FundIndefinite$563,781,317
EDGAR ↗Feb 26, 2010ZLP Domestic Investments, L.P.D/APooled Investment FundIndefinite$35,187,000
EDGAR ↗Mar 11, 2009ZLP Opportunity Fund, L.P.D/APooled Investment FundIndefinite$98,877,032
EDGAR ↗Mar 11, 2009ZP Utility Fund, L.P.D/APooled Investment FundIndefinite$48,852,753
EDGAR ↗Mar 11, 2009ZLP Fund, L.P.DPooled Investment FundIndefinite$546,459,542
EDGAR ↗Mar 11, 2009ZLP Domestic Investments, L.P.D/APooled Investment FundIndefinite$30,087,000

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 Apr 6, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2021), REITS and Finance (2021). Latest offering: Pooled Investment Fund (Sep 5, 2023).

People across the group

NameRolesIssuers hereFirst → last listed
Stuart J. ZimmerExecutive Officer, Promoter, Director12Mar 11, 2009 → Apr 6, 2026
J. Zimmer Financial Services Group LLC entityExecutive Officer, Promoter6Apr 5, 2023 → Apr 6, 2026
J. Zimmer Financial Service Group LLC entityExecutive Officer, Promoter5Apr 8, 2022 → Apr 8, 2022
J. Sequentis Financial LLC entityExecutive Officer, Promoter5Apr 10, 2019 → Apr 8, 2021
Craig M. LucasExecutive Officer4Mar 11, 2009 → Feb 28, 2012
Steven FrankelExecutive Officer, Director3Feb 12, 2020 → Jan 30, 2023
Barbara BurgerDirector1Dec 23, 2021 → Dec 23, 2021

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 website (none on record yet; a sponsor's website is known only 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 — we never look it up elsewhere) 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.