PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:21 AM ET

Sponsor Check › Person

DG
No photo found yet (own website and image search run after this page is viewed)

Daniel Gottlieb

Named as an officer, director or promoter on SEC Form D filings · CA · Nov 6, 2015 → Aug 30, 2024

2deals (issuers)
$29.2Mreported sold
18investors
4Form D filings
2015–2024years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:35 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Daniel Gottlieb is listed as a director on 4 SEC Form D filings by 2 issuers between Nov 2015 and Aug 2024: XII Medical, Inc. (Union City, CA — other health care — 2022–2024; $22.5M reported sold to 12 investors) and Mercatus, Inc. (San Francisco, CA — other technology — 2015; $6.71M reported sold to 6 investors).

What this means 2 separate companies raised money with this person listed as director, over about 9 years. Across those companies the filings report $29.2M sold in total.

Listed alongside Duke Rohlen (3 shared filings), Garrett Schwab (3 shared filings), JD Friedland (3 shared filings), Raman Gowri (3 shared filings), Shane Kreidel (3 shared filings) and 8 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Daniel. Each name links to their own page.

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) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record 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 4 public filings for Daniel Gottlieb and found 8 differences: Bankruptcy case: Aziz Turfa Ahmed and Halima Ahmed; No amendment in the last 12 months on an offering that may still be open; 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 Daniel Gottlieb has not run yet — it is joining a line of 52,182 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.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:35 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.

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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Daniel Gottlieb..

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).

3. Bankruptcies

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

Daniel D. Gottlieb closed
United States Bankruptcy Court, D. New Jersey · No. 01-36771 · Filed Jun 7, 2001 · Closed Sep 13, 2001
Role of Daniel D. Gottlieb: Debtor · Outcome: Case closed 2001-09-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
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, 2:35 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

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

8 differences found between the filings for Daniel Gottlieb (compared 4 filings on Oct 24, 2026)

Note · Nov 29, 2011 – Feb 23, 2012

Bankruptcy case: Aziz Turfa Ahmed and Halima Ahmed — filed Nov 29, 2011

United States Bankruptcy Court, N.D. California docket "Aziz Turfa Ahmed and Halima Ahmed" filed Nov 29, 2011, closed Feb 23, 2012. SAOUSSEN BEN HALIMA (listed on the same filings) is listed as Debtor ("Aziz Turfa Ahmed and Halima Ahmed"). 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.

Docket · United States Bankruptcy Court, N.D. California ↗SAOUSSEN BEN HALIMA — PartnerFacts page ↗
Sources
Note · Aug 20, 2024 – Aug 30, 2024

No amendment in the last 12 months on an offering that may still be open — XII Medical, Inc. (latest filing Aug 30, 2024)

The latest filing for this offering is dated Aug 30, 2024 (first sale Aug 20, 2024). It reports $22,500,001 sold of $45,000,001 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 · Aug 30, 2024 ↗XII Medical, Inc. — PartnerFacts page ↗
Sources
Note · Apr 14, 2022 – Apr 29, 2022

No amendment in the last 12 months on an offering that may still be open — XII Medical, Inc. (latest filing Apr 29, 2022)

The latest filing for this offering is dated Apr 29, 2022 (first sale Apr 14, 2022). It reports $7,499,999 sold of $14,999,998 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 · Apr 29, 2022 ↗XII Medical, Inc. — PartnerFacts page ↗
Sources
Note · Oct 26, 2015 – Nov 6, 2015

No amendment in the last 12 months on an offering that may still be open — Mercatus, Inc. (latest filing Nov 6, 2015)

The latest filing for this offering is dated Nov 6, 2015 (first sale Oct 26, 2015). It reports $6,709,401 sold of $12,000,000 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 · Nov 6, 2015 ↗Mercatus, Inc. — PartnerFacts page ↗
Sources
Note · Jan 7, 2021 – Apr 29, 2022

Offering amount lowered between filings — XII Medical, Inc.

The Jan 7, 2021 filing says $15,200,000 offered; the Apr 29, 2022 Form D/A says $15,099,996.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Jan 7, 2021 ↗Form D/A (later) · Apr 29, 2022 ↗XII Medical, Inc. — PartnerFacts page ↗
Sources
Note · Dec 9, 2022 – Aug 24, 2026

Same name, different state: "Daniel Gottlieb" (IL) is a separate record

This page covers filings where the address state is CA. A separate record, "Daniel Gottlieb" with address state IL, is listed on 2 filings — most recently by Cardiosense, Inc. (Aug 24, 2026). Both records have filings in the same period (Dec 9, 2022 to Aug 30, 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.

Daniel Gottlieb (IL) — PartnerFacts page ↗Form D · Aug 24, 2026 ↗Cardiosense, Inc. — PartnerFacts page ↗Daniel Gottlieb (CA) — this page ↗
Sources
Note · May 28, 2014 – Aug 16, 2017

Same name, different state: "Daniel P. Gottlieb" (MA) is a separate record

This page covers filings where the address state is CA. A separate record, "Daniel P. Gottlieb" with address state MA, is listed on 2 filings — most recently by PROTEON THERAPEUTICS INC (Aug 16, 2017). Both records have filings in the same period (Nov 6, 2015 to Aug 16, 2017).

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.

Daniel P. Gottlieb (MA) — PartnerFacts page ↗Form D · Aug 16, 2017 ↗PROTEON THERAPEUTICS INC — PartnerFacts page ↗Daniel Gottlieb (CA) — this page ↗
Sources
Note · Jan 7, 2021 – Apr 29, 2022

Address moved from Cleveland, OH to Union City, CA — XII Medical, Inc.

The people listed on the Jan 7, 2021 filing give Cleveland, OH; on the Apr 29, 2022 filing they give Union City, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Jan 7, 2021 ↗Form D · Apr 29, 2022 ↗XII Medical, Inc. — 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. As of Oct 24, 2026.

5. Money to insiders

0 of 4 offerings report sales commissions; 0 report finder's fees; 1 reports proceeds to related persons totalling $300,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 30, 2024 D
XII Medical, Inc.
File 021-522938
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2022 D
XII Medical, Inc.
File 021-443895
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2022 D/A
XII Medical, Inc.
File 021-385587
$0$0$300,000 (est.)None listed on this filingEDGAR ↗
Nov 6, 2015 D
Mercatus, Inc.
File 021-250858
$0$0$0
Proceeds will be used for general corporate purposes.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 2

Every issuer that named Daniel Gottlieb on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

XM
Other Health Care

XII Medical, Inc.

Union City, CA · Apr 29, 2022 → Aug 30, 2024 · 3 filings
  • Aug 30, 2024 · D · $22,500,001 sold of $45,000,001 · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 29, 2022 · D/A · $15,099,996 sold of $15,099,996 · 12 investors · min. $4,000,000 · role: Director EDGAR ↗
  • Apr 29, 2022 · D · $7,499,999 sold of $14,999,998 · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $22.5M from 12 investors (50% of the $45M target) as of the latest filing. Daniel is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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 Health Care / 506(b) (4,189 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.

M
Other Technology

Mercatus, Inc.

San Francisco, CA · Nov 6, 2015
  • Nov 6, 2015 · D · $6,709,401 sold of $12,000,000 · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $6.71M from 6 investors (56% of the $12M target) as of the latest filing. Daniel is listed as director.

Latest filing on EDGAR ↗
Sources

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.

Other pages with the same name (2)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Daniel P. Gottlieb — MA, 1 issuer, May 28, 2014 → Aug 16, 2017 · no shared issuer
  • Daniel Gottlieb — IL, 1 issuer, Dec 9, 2022 → Aug 24, 2026 · no shared issuer

People around Daniel 13

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

DR
No photo found yet (own website and image search run after this page is viewed)
Person

Duke Rohlen

Director · 3 shared filings (1 issuer) · also on 9 other issuers

Duke Rohlen is on 10 issuers in total — a repeat sponsor. Their page lists every one.

TN
No photo found yet (own website and image search run after this page is viewed)
Person

Tony Natale

Director · 3 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

SK
No photo found yet (own website and image search run after this page is viewed)
Person

Shane Kreidel

Executive Officer · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

GS
No photo found yet (own website and image search run after this page is viewed)
Person

Garrett Schwab

Executive Officer, Director · 3 shared filings (1 issuer)

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

JF
No photo found yet (own website and image search run after this page is viewed)
Person

JD Friedland

Director · 3 shared filings (1 issuer)

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

RG
No photo found yet (own website and image search run after this page is viewed)
Person

Raman Gowri

Director · 3 shared filings (1 issuer)

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

AK
No photo found yet (own website and image search run after this page is viewed)
Person

Aftab Kherani

Director · 2 shared filings (1 issuer) · also on 7 other issuers

Aftab Kherani is on 8 issuers in total — a repeat sponsor. Their page lists every one.

ZE
No photo found yet (own website and image search run after this page is viewed)
Person

Zachary Eisen

Director · 2 shared filings (1 issuer)

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

SH
No photo found yet (own website and image search run after this page is viewed)
Person

SAOUSSEN BEN HALIMA

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

JG
No photo found yet (own website and image search run after this page is viewed)
Person

Josh Green

Director · 1 shared filing (1 issuer) · also on 5 other issuers

Josh Green is on 6 issuers in total — a repeat sponsor. Their page lists every one.

TB
No photo found yet (own website and image search run after this page is viewed)
Person

Tim Buchner

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

HP
No photo found yet (own website and image search run after this page is viewed)
Person

Haresh Patel

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

BP
No photo found yet (own website and image search run after this page is viewed)
Person

Bill Perry

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Daniel Gottlieb. Their page shows their other deals.

The team behind the deals

Same business address

1 other issuer file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

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).

Adviser registration (Form ADV)

None of the 2 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Daniel Gottlieb 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 2 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Daniel Gottlieb is listed on: none on file. No website or social profile named in XII Medical, Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #91,134 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Union City, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

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