Sponsor Check › Person
Named as an officer, director or promoter on SEC Form D filings · NY, IL, FL · Mar 4, 2016 → Jun 4, 2024
Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:18 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Andrew Lerner is listed as an executive officer, director, and promoter on 17 SEC Form D filings by 12 issuers between May 2009 and Jun 2024. Largest by amount reported sold: Financial Insight Technology, Inc. (New York, NY — other technology — 2021; $63.1M reported sold to 21 investors), Inter-Atlantic Stonybrook Insurtech Ventures, L.P. (New York, NY — pooled investment fund — 2018–2019; $43.5M reported sold to 9 investors), SmartX Technology Solutions Inc. (West Palm Beach, FL — other technology — 2018–2020; $30.3M reported sold to 8 investors), Boost Insurance USA, Inc. (New York, NY — insurance — 2017–2020; $20M reported sold to 9 investors), Inter-Atlantic G Fund, L.P. (New York, NY — pooled investment fund — 2016; $10.2M reported sold to 2 investors) and 7 more (all listed below).
What this means That is a lot of deals — 12 separate companies raised money with this person listed as executive officer, director, and promoter, over about 15 years. Across those companies the filings report $194.9M sold in total.
Listed alongside Brett G. Baris (5 shared filings), IA Capital Group, Inc. (5 shared filings, management entity), Richard Louis Viton (5 shared filings), Alex Maffeo (4 shared filings), Evan Rapoport (4 shared filings) and 50 others.
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Andrew. Each name links to their own page.
The issuers belong to 2 sponsor groups: Inter Atlantic (6 issuers, $83.7M reported sold, 2009–2024) and Hedgeco Hybrid (4 issuers, $96M reported sold, 2011–2022).
What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.
What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.
We compared 17 public filings for Andrew Lerner and found 17 differences, 3 worth asking the sponsor about: Paid seller listed without a CRD number: Trinity Group Limited; Form D filed 71 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.
Community search for Andrew Lerner has not run yet — it is joining a line of 37,367 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.
Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.
Five things investors ask first. Items still in human review are counted, not shown.
None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026
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, 2:18 AM ET.
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.
None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET
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 Andrew Lerner..
State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), 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), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).
None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026
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, 2:18 AM ET.
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.
Comparisons cover issuers and sponsor groups — see the issuer pages under Deals
17 differences found between the filings for Andrew Lerner — 3 worth asking about (compared 17 filings on Oct 24, 2026)
United States Bankruptcy Court, E.D. New York docket "Samuel Ramirez" filed May 18, 2022, closed Oct 27, 2022. Louis SAMUEL A RAMIREZ & CO., INC. (listed on the same filings) is listed as Party ("Samuel Ramirez"). Our match estimate: 60%.
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.
United States Bankruptcy Court, S.D. New York docket "Samuel Ramirez and Cindy Ramirez" filed Aug 7, 2019 (Open). Louis SAMUEL A RAMIREZ & CO., INC. (listed on the same filings) is listed as Party ("Samuel Ramirez and Cindy Ramirez"). Our match estimate: 60%.
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.
United States Bankruptcy Court, N.D. Illinois docket "Balaji S Rajan and Ananya S Rajan" filed Sep 6, 1995, closed Dec 22, 1995. Balaji Soundara Rajan (listed on the same filings) is listed as Debtor ("Balaji S Rajan and Ananya S Rajan"). Our match estimate: 70%.
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.
Weild & Co. is both a listed promoter and a paid seller — Inter-Atlantic Fund X, L.P. · Finalis Securities LLC is both a listed promoter and a paid seller — Inter-Atlantic Fund X, L.P. · Louis Weild Capital, LLC (d/b/a Weild & Co.) is both a listed promoter and a paid seller — Inter-Atlantic Stonybrook Insurtech Ventures II, L.P. · Louis Weild Capital, LLC (d/b/a Weild & Co.) is both a listed promoter and a paid seller — Inter-Atlantic Stonybrook Insurtech Ventures, L.P. · Louis SAMUEL A RAMIREZ & CO., INC. is both a listed promoter and a paid seller — Inter-Atlantic Stonybrook Insurtech Ventures, L.P.
What this means The same person is listed as running the company and as being paid to sell its securities. Ask how much and on what terms.
Inter-Atlantic Stonybrook Insurtech Ventures, L.P. (last filing Feb 14, 2019; $43,500,000 sold of $100,000,000); Inter-Atlantic Fund III LP (last filing Mar 7, 2011; $10,000,000 sold of $150,000,000). Each has no filing in more than two years and reported under half its target sold.
What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.
Trinity Group Limited is listed as receiving sales compensation on 1 filing (Mar 7, 2011) with no FINRA CRD number given.
What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.
The filing says the first sale was Jun 9, 2021. The Form D was filed Aug 19, 2021 — 71 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 56 days past that.
What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.
The filing says the first sale was Jul 23, 2019. The Form D was filed Feb 5, 2020 — 197 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 182 days past that.
What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.
The filing says the first sale was Aug 25, 2017. The Form D was filed Oct 12, 2017 — 48 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 33 days past that.
What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.
No amendment in the last 12 months on an offering that may still be open — Inter-Atlantic Stonybrook Insurtech Ventures, L.P. (latest filing Feb 14, 2019) · No amendment in the last 12 months on an offering that may still be open — Wellthie Inc. (latest filing Apr 4, 2017) · No amendment in the last 12 months on an offering that may still be open — HEDGECO NETWORKS LLC (latest filing Dec 15, 2014) · No amendment in the last 12 months on an offering that may still be open — Inter-Atlantic Fund III LP (latest filing Mar 7, 2011)
What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.
The Oct 12, 2017 filing lists Andrew Lerner as executive officer, director; the Feb 5, 2020 Form D lists 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.
listed as "Andrew S. Lerner" on 5 filings (from May 12, 2009), and "Andrew Lerner" on 12 filings (from Sep 7, 2011).
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.
"Other Technology" (Oct 12, 2017); then "Other" (Feb 5, 2020).
What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.
This page covers filings where the address state is NY or IL or FL. A separate record, "Andrew Lerner" with address state OH, is listed on 2 filings — most recently by Matic Insurance Services Inc. (Aug 13, 2026). Both records have filings in the same period (Nov 13, 2020 to Jun 4, 2024).
What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.
This page covers filings where the address state is NY or IL or FL. A separate record, "Andrew Lerner" with address state CT, is listed on 3 filings — most recently by Gemspring Growth Solutions II, LP (Sep 26, 2025). The two records do not overlap in time: this page runs Mar 4, 2016 to Jun 4, 2024; the other has one filing dated Sep 26, 2025.
What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.
This page covers filings where the address state is NY or IL or FL. A separate record, "ANDREW LERNER" with address state CA, is listed on 7 filings — most recently by Apollo Brokers, Inc. (Aug 8, 2022). Both records have filings in the same period (Nov 7, 2017 to Aug 8, 2022).
What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.
NY on 12 filings (May 12, 2009 to Jun 4, 2024); IL on 1 filing (Sep 7, 2011); FL on 4 filings (Dec 15, 2014 to Jan 7, 2020).
What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.
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.
2 of 15 offerings report sales commissions totalling $800,000; 3 report finder's fees totalling $1,783,219; 3 report proceeds to related persons totalling $682,332. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Jun 4, 2024 D Inter-Atlantic Fund X, L.P. File 021-515124 | $0 | $0 | $0 An affiliate of the General Partner will receive a management fee payable by the Issuer semi-annually in advance equal to a percentage of the Issuer's aggregate capital commitments (or invested capital) as specified in the Issuer's partnership agreement. | WEILD & CO. BrokerCheck CRD 132398 ↗ Finalis Securities LLC BrokerCheck CRD 305908 ↗ | EDGAR ↗ |
| Nov 16, 2022 D Marble Pay, Inc. File 021-464908 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 19, 2021 D Financial Insight Technology, Inc. File 021-410539 | $0 | $1,013,219 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 24, 2020 D Inter-Atlantic Stonybrook Insurtech Ventures II, L.P. File 021-363509 | $0 | $0 | $0 An affiliate of the Issuer?s general partner will receive a management fee payable by the Issuer semi-annually in advance equal to a % of the Issuer's aggregate commitments (or invested capital) as specified in the Issuer's partnership agreement. | Weild Capital, LLC (d/b/a Weild & Co.) BrokerCheck CRD 132398 ↗ | EDGAR ↗ |
| Feb 5, 2020 D Boost Insurance USA, Inc. File 021-359822 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 7, 2020 D SmartX Technology Solutions Inc. File 021-357392 | $0 | $0 | $0 (est.) Certain persons identified in Item 3, &/or Affiliates thereof, may be paid certain amounts, including mgmt fees & other admin expenses, that may be deemed out of proceeds of offering, the amounts of which cannot be estimated at this time. | None listed on this filing | EDGAR ↗ |
| Feb 14, 2019 D/A Inter-Atlantic Stonybrook Insurtech Ventures, L.P. File 021-303861 | $750,000 | $750,000 | $0 An affiliate of the General Partner will receive a management fee payable by the Issuer semi-annually in advance equal to a percentage of the Issuer's aggregate capital commitments (or invested capital) as specified in the Issuer's partnership agreement. | Weild Capital, LLC (d/b/a Weild & Co.) BrokerCheck CRD 132398 ↗ SAMUEL A RAMIREZ & CO., INC. BrokerCheck CRD 6963 ↗ via RICHARD LOUIS VITON (CRD 2091013 ↗) | EDGAR ↗ |
| Dec 19, 2018 D SmartX Technology Solutions Inc. File 021-328443 | $50,000 | $0 | $0 | Kenmar Securities, LLC BrokerCheck CRD 171793 ↗ | EDGAR ↗ |
| Jul 18, 2018 D SmartX Technology Solutions Inc. File 021-317210 | $0 | $20,000 | $95,332 The $95,332 represents the amount of funds being used to repay loans made to the Company by an officer and an affiliate of a director. | Kenmar Securities, LLC BrokerCheck CRD 171793 ↗ | EDGAR ↗ |
| Oct 12, 2017 D Boost Insurance USA, Inc. File 021-296471 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 4, 2017 D Wellthie Inc. File 021-283971 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 4, 2016 D Inter-Atlantic G Fund, L.P. File 021-258564 | $0 | $0 | $125,000 The $125,000 amount listed above (representing the collection of the 1.25% annual management fee payment to the Manager) may be subject to offset for portfolio company fees paid to the Manager. | None listed on this filing | EDGAR ↗ |
| Dec 15, 2014 D HEDGECO NETWORKS LLC File 021-230148 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 7, 2011 D FMS Services Inc. File 021-165422 | $0 | $0 | $462,000 (est.) For repurchase of stock from certain executive officers and directors and repayment of loans made by certain executive officers. | None listed on this filing | EDGAR ↗ |
| Mar 7, 2011 D/A Inter-Atlantic Fund III LP File 021-130855 | $0 | $0 | $0 (est.) An affiliate of the GP Ltd. will receive a fee for management services. Amount to be paid, number of years to be paid and extent to be paid out of adjusted gross proceeds unknown at this time. | HedgeCo Securities, LLC BrokerCheck CRD 142498 ↗ Trinity Group Limited no CRD number reported | EDGAR ↗ |
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 every filing this person is listed on (latest filing per offering, per issuer).
Every issuer that named Andrew Lerner on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.
No sales reported yet as of the latest filing. Andrew is listed as executive officer, director, promoter.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.
Raised $4.23M from 15 investors (100% of the $4.23M target) as of the latest filing. Andrew is listed as director.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
Raised $63.1M from 21 investors (100% of the $63.1M target) as of the latest filing. Andrew is listed as director.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 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.
No sales reported yet as of the latest filing. Andrew is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.
Raised $20M from 9 investors (100% of the $11.5M target) as of the latest filing. Andrew is listed as director, executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
Raised $30.3M from 8 investors (100% of the $4M target) as of the latest filing. Andrew is listed as director on 3 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 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.
Raised $43.5M from 9 investors (44% of the $100M target) as of the latest filing. Andrew is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.
Raised $5.88M from 14 investors (84% of the $6.96M target) as of the latest filing. Andrew is listed as director.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 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.
Raised $10.2M from 2 investors (100% of the $10.2M target) as of the latest filing. Andrew is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.
Raised $200K from 8 investors as of the latest filing. Andrew is listed as director.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.
Raised $7.5M from 10 investors (100% of the $7.5M target) as of the latest filing. Andrew is listed as director.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Raised $10M from 1 investor (7% of the $150M target) as of the latest filing. Andrew is listed as director on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.
Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Richard Louis Viton is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Brett G. Baris is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Evan Rapoport is on 6 issuers in total — a repeat sponsor. Their page lists every one.
Matthew Perlman is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Emmanuel Rose Hermann is on 29 issuers in total — a repeat sponsor. Their page lists every one.
Mark W. Johnson is on 7 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Listed on the same filings as Andrew Lerner. Their page shows their other deals.
Ellie Wheeler is on 5 issuers in total — a repeat sponsor. Their page lists every one.
One team, 6 deal companies. Andrew Lerner is listed on 6 of them.
Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Andrew Lerner.
One team, 4 deal companies. Andrew Lerner is listed on 2 of them.
Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Andrew Lerner.
A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.
Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).
A person is never an adviser firm. 4 of the 12 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Inter-Atlantic Fund X, L.P., Inter-Atlantic Stonybrook Insurtech Ventures II, L.P., Inter-Atlantic Stonybrook Insurtech Ventures, L.P., Inter-Atlantic G Fund, L.P..
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.
Property records are matched to companies only, never to individuals, so none are matched to Andrew Lerner by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 12 issuers this person is listed on — nothing matched.
Websites and social links of the issuers Andrew Lerner is listed on: none on file. No website or social profile named in Financial Insight Technology, Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #182,787 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.
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