David Bartelme is listed as an executive officer and director on 10 SEC Form D filings by 7 issuers between Jun 2018 and Dec 2022. Largest by amount reported sold: Gilman Holdings LLC (Milwaukee, WI — manufacturing — 2019; $18.7M reported sold to 87 investors), K.G.S. Investment LLC (Milwaukee, WI — industry reported as "Other" — 2022; $8.5M reported sold to 70 investors), SEM Foods Investment, LLC (Milwaukee, WI — industry reported as "Other" — 2021; $8.19M reported sold to 37 investors), AT Investment, LLC (Milwaukee, WI — construction — 2019–2021; $6.55M reported sold to 73 investors), AWP Investment, LLC (Milwaukee, WI — industry reported as "Other" — 2020; $5.45M reported sold to 78 investors) and 2 more (all listed below).
What this means A repeat sponsor — 7 separate companies raised money with this person listed as executive officer and director, over about 4 years. Across those companies the filings report $55.5M sold in total.
Listed alongside Sequoya Borgman (10 shared filings), Michael Pepke (5 shared filings), Richard Ploeckelmann (3 shared filings), Brent Adam (1 shared filing) and Megan Brobson (1 shared filing).
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around David. Each name links to their own page.
All 7 issuers belong to the sponsor group Group linked by Sequoya Borgman (19 issuers, $106.9M reported sold, 2018–2026).
What this means A sponsor group is one team that sets up a new company for each deal. Group linked by Sequoya Borgman has 19 companies on file and $106.9M reported sold in total — the group page shows the whole track record in one place.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 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 10 public filings for David Bartelme and found 3 differences: Form D filed 17 days after the first sale; Form D filed 20 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.