Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:11 AM ET

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David B. Saxe

Named as an officer, director or promoter on SEC Form D filings · CA · Nov 1, 2011 → Jan 10, 2025

13deals (issuers)

$75Mreported sold

562investors

18Form D filings

2011–2025years on file

Follow this person Look further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:25 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

David B. Saxe is listed as an executive officer and director on 18 SEC Form D filings by 13 issuers between Nov 2011 and Jan 2025. Largest by amount reported sold: CPMP II, LP (San Francisco, CA — pooled investment fund — 2016–2017; $17M reported sold to 70 investors), CPMP III, LP (San Francisco, CA — pooled investment fund — 2019–2020; $16.6M reported sold to 80 investors), CIGF, LP (Wayzata, MN — pooled investment fund — 2023–2025; $13.3M reported sold to 71 investors), CP Villages, LP (Minneapolis, MN — residential — 2021; $6.68M reported sold to 65 investors), CP Crestview, LLC (San Francisco, CA — residential — 2014; $5.25M reported sold to 41 investors) and 8 more (all listed below).

What this means That is a lot of deals — 13 separate companies raised money with this person listed as executive officer and director, over about 14 years. Across those companies the filings report $75M sold in total.

Listed alongside Brian A. Chuck (18 shared filings), Brian D. Milovich (18 shared filings), Calvera Partners, LLC (7 shared filings, management entity), CALVERA PARTNERS, LLC (3 shared filings, management entity), CPMP III, LP (3 shared filings, management entity) and 10 others.

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 13 issuers belong to the sponsor group Calvera (13 issuers, $75M reported sold, 2011–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Calvera has 13 companies on file and $75M 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 (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 court 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 18 public filings for David B. Saxe and found 5 differences: 15% of the money raised went to insiders; Form D filed 31 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for David B. Saxe has not run yet — it is #34,197 of 48,593 in line; 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

1 case: 1 dismissed

OLGA RUBANETZ v. DAVID B. SAXE; FERDINAND dismissed

District Court, D. New Jersey · No. · Filed Jul 28, 1988 · Closed Jul 29, 1988 · Nature of suit: 190 Other contract actions

Role of DAVID B. SAXE; FERDINAND: Defendant · Outcome: Terminated 1988-07-29 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗

same full name (rare in federal dockets); court in NJ (not a filing state)

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, 2:25 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 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 David B. Saxe..

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

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

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, 2:25 AM ET.

4. Differences between public sources

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

5 differences found between the filings for David B. Saxe (compared 18 filings on Oct 24, 2026)

Note · Dec 16, 2014

15% of the money raised went to insiders — CP 505 Columbia, LLC

The Dec 16, 2014 Form D reports $400,000 sold and $60,000 of the proceeds used for payments to officers, directors or promoters. Issuer's note: "Fee for property management.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Dec 16, 2014 ↗CP 505 Columbia, LLC — PartnerFacts page ↗

Sources

Form D · Dec 16, 2014 ↗ (Dec 16, 2014)
CP 505 Columbia, LLC — PartnerFacts page ↗ (Dec 16, 2014)

Note · Nov 12, 2024 – Dec 13, 2024

Form D filed 31 days after the first sale — CP Fit, LP

The filing says the first sale was Nov 12, 2024. The Form D was filed Dec 13, 2024 — 31 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 16 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.

Form D · Dec 13, 2024 ↗CP Fit, LP — PartnerFacts page ↗

Sources

Form D · Dec 13, 2024 ↗ (Dec 13, 2024)
CP Fit, LP — PartnerFacts page ↗ (Dec 17, 2024)

Note · Nov 25, 2014 – Jan 16, 2025

8 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — CIGF, LP (latest filing Jan 16, 2025) · No amendment in the last 12 months on an offering that may still be open — CIGF REIT, LLC (latest filing Jan 10, 2025) · No amendment in the last 12 months on an offering that may still be open — CP Fit, LP (latest filing Dec 17, 2024) · No amendment in the last 12 months on an offering that may still be open — CP Saddlehorn, LP (latest filing Aug 30, 2023) · No amendment in the last 12 months on an offering that may still be open — CP Villages, LP (latest filing Aug 12, 2021) · and 3 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jan 16, 2025 ↗CIGF, LP — PartnerFacts page ↗Form D · Jan 10, 2025 ↗CIGF REIT, LLC — PartnerFacts page ↗

Sources

Form D/A · Jan 16, 2025 ↗ (Jan 16, 2025)
CIGF, LP — PartnerFacts page ↗ (Jan 16, 2025)
Form D · Jan 10, 2025 ↗ (Jan 10, 2025)
CIGF REIT, LLC — PartnerFacts page ↗ (Jan 10, 2025)
Form D/A · Dec 17, 2024 ↗ (Dec 17, 2024)
CP Fit, LP — PartnerFacts page ↗ (Dec 17, 2024)
Form D · Aug 30, 2023 ↗ (Aug 30, 2023)
CP Saddlehorn, LP — PartnerFacts page ↗ (Aug 30, 2023)

Note · Sep 12, 2016 – Sep 21, 2017

Offering amount changed between filings — CPMP II, LP

The Sep 12, 2016 filing says $15,000,000 offered; the Sep 21, 2017 Form D/A says $17,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Sep 12, 2016 ↗Form D/A (later) · Sep 21, 2017 ↗CPMP II, LP — PartnerFacts page ↗

Sources

Form D (earlier) · Sep 12, 2016 ↗ (Sep 12, 2016)
Form D/A (later) · Sep 21, 2017 ↗ (Sep 21, 2017)
CPMP II, LP — PartnerFacts page ↗ (Sep 21, 2017)

Note · Nov 1, 2011 – Sep 12, 2016

David B. Saxe is written 3 different ways on the filings

listed as "David Benjamin Saxe" on 2 filings (from Nov 1, 2011), and "David Saxe" on 7 filings (from Jan 23, 2014), and "David B. Saxe" on 9 filings (from Sep 12, 2016).

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.

Form D · Nov 1, 2011 ↗Form D · Jan 23, 2014 ↗Form D · Sep 12, 2016 ↗David B. Saxe — 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

1 of 13 offerings reports sales commissions totalling $6,250; 0 report finder's fees; 5 report proceeds to related persons totalling $1,624,100. (includes amounts the issuer reported as estimates)

Offering (latest filing)	Sales commissions	Finder's fees	To insiders	Paid to sell it	Source
Jan 16, 2025 D/A CIGF, LP File 021-485352	$0	$0	$0 (est.) Gross proceeds will be used for general investment purposes, which may include payment of Management Fees and Acquisition Fees to GPM as provided for in more detail in the Private Placement Memorandum.	None listed on this filing	EDGAR ↗
Jan 10, 2025 D CIGF REIT, LLC File 021-534778	$6,250	$0	$0	Charles 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 ↗)	EDGAR ↗
Dec 17, 2024 D/A CP Fit, LP File 021-532083	$0	$0	$0 (est.) Gross proceeds will be used for general investment purposes, which may include payment of management fees and acquisition fees to Calvera as provided in more detail in the LP Agreement.	None listed on this filing	EDGAR ↗
Aug 30, 2023 D CP Saddlehorn, LP File 021-491021	$0	$0	$0 (est.) Gross proceeds will be used for general investment purposes, which may include payment of management fees and acquisition fees to Calvera as provided in more detail in the LP Agreement.	None listed on this filing	EDGAR ↗
Aug 12, 2021 D CP Villages, LP File 021-409824	$0	$0	$477,500 (est.) The General Partner of the Issuer or their related parties will be entitled to receive customary fees, including, but not limited to, management fees as described in the offering documents with respect to the issuer.	None listed on this filing	EDGAR ↗
Sep 16, 2020 D/A CPMP III, LP File 021-348128	$0	$0	$750,000 (est.) Gross proceeds will be used for general investment purposes, which may include payment of Management Fees and Acquisition Fees to the Fund Manager as provided for in more detail in the Private Placement Memorandum.	None listed on this filing	EDGAR ↗
Mar 17, 2020 D CPTC I TX, LP File 021-362984	$0	$0	$0 Gross proceeds will be used for general purposes, which may include payment of Management Fees to the General Partner.	None listed on this filing	EDGAR ↗
Sep 21, 2017 D/A CPMP II, LP File 021-270419	$0	$0	$170,000 (est.) The Fund Manager will be paid a fee equal to 1.0% of the total purchase price at each closing. The exact amount cannot be determined in advance, so it is assumed that the total purchase prices paid will be $17,000,000.	None listed on this filing	EDGAR ↗
Dec 16, 2014 D CP 505 Columbia, LLC File 021-230163	$0	$0	$60,000 Fee for property management.	None listed on this filing	EDGAR ↗
Dec 4, 2014 D CPMP I, LLC File 021-229424	$0	$0	$166,600 Calvera Partners, LLC will be paid an acquisition fee in the amount of two percent (2%) of the purchase price of any real property acquired by CPMP I, LLC. A construction management fee may also be paid to Calvera Partners, LLC.	None listed on this filing	EDGAR ↗
Feb 14, 2014 D/A CP Crestview, LLC File 021-210569	$0	$0	$0	None listed on this filing	EDGAR ↗
Sep 17, 2012 D CP 460 WINCHESTER, LLC File 021-184228	$0	$0	$0	None listed on this filing	EDGAR ↗
Nov 1, 2011 D CP 524 Maude, LLC File 021-168054	$0	$0	$0	None listed on this filing	EDGAR ↗

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 13

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

Pooled Investment Fund · group: Calvera

CIGF, LP

Wayzata, MN · Jun 28, 2023 → Jan 16, 2025 · 2 filings

Jan 16, 2025 · D/A · $13,250,000 sold of Indefinite · 71 investors · min. $50,000 · role: Executive Officer, Director (Manager of the GPM.) EDGAR ↗
Jun 28, 2023 · D · $11,575,000 sold of Indefinite · 53 investors · min. $50,000 · role: Executive Officer, Director (Manager of the GPM.) EDGAR ↗

Raised $13.3M from 71 investors as of the latest filing. David is listed as executive officer, director on 2 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: Pooled Investment Fund / 506(c) (8,096 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.

REITS and Finance · group: Calvera

CIGF REIT, LLC

Minneapolis, MN · Jan 10, 2025

Jan 10, 2025 · D · $70,000 sold of $125,000 · 70 investors · min. $1,000 · role: Director EDGAR ↗

Raised $70K from 70 investors (56% of the $125K target) as of the latest filing. David 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: 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.

Other Banking and Financial Services · group: Calvera

CP Fit, LP

Minneapolis, MN · Dec 13, 2024 → Dec 17, 2024 · 2 filings

Dec 17, 2024 · D/A · $1,146,000 sold of Indefinite · 21 investors · min. $25,000 · role: Executive Officer, Director (Manager of Calvera.) EDGAR ↗
Dec 13, 2024 · D · $1,036,000 sold of Indefinite · 20 investors · min. $25,000 · role: Executive Officer, Director (Manager of Calvera.) EDGAR ↗

Raised $1.15M from 21 investors as of the latest filing. David is listed as executive officer, director on 2 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 Banking and Financial Services / 506(b) (1,630 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.

Pooled Investment Fund · group: Calvera

CP Saddlehorn, LP

San Francisco, CA · Aug 30, 2023

Aug 30, 2023 · D · $3,500,000 sold of Indefinite · 38 investors · min. $25,000 · role: Executive Officer, Director (Manager of Calvera.) EDGAR ↗

Raised $3.5M from 38 investors as of the latest filing. David is listed as executive officer, 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: 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.

Residential · group: Calvera

CP Villages, LP

Minneapolis, MN · Aug 12, 2021

Aug 12, 2021 · D · $6,680,000 sold of $7,500,000 · 65 investors · min. $50,000 · role: Executive Officer, Director (Manager of Calvera) EDGAR ↗

Raised $6.68M from 65 investors (89% of the $7.5M target) as of the latest filing. David is listed as executive officer, 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: Residential / 506(b) (4,183 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.

Pooled Investment Fund · group: Calvera

CPMP III, LP

San Francisco, CA · Sep 6, 2019 → Sep 16, 2020 · 2 filings

Sep 16, 2020 · D/A · $16,579,000 sold of $30,000,000 · 80 investors · min. $200,000 · role: Executive Officer, Director (Principal of Calvera Partners, LLC, the Fund Manager of the Filer, and the sole member and manager of CP3 GP, LLC which is the general partner of the Filer.) EDGAR ↗
Sep 6, 2019 · D · $14,850,000 sold of $30,000,000 · 64 investors · min. $200,000 · role: Executive Officer, Director (Principal of Calvera Partners, LLC, the Fund Manager of the Filer, and the sole member and manager of CP3 GP, LLC which is the general partner of the Filer.) EDGAR ↗

Raised $16.6M from 80 investors (55% of the $30M target) as of the latest filing. David is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Residential · group: Calvera

CPTC I TX, LP

Minneapolis, MN · Mar 17, 2020

Mar 17, 2020 · D · $3,475,000 sold of $6,000,000 · 27 investors · min. No minimum reported · role: Executive Officer, Director (Managing Principal of General Partner) EDGAR ↗

Raised $3.48M from 27 investors (58% of the $6M target) as of the latest filing. David is listed as executive officer, 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: Residential / 506(b) (4,183 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.

Pooled Investment Fund · group: Calvera

CPMP II, LP

San Francisco, CA · Sep 12, 2016 → Sep 21, 2017 · 2 filings

Sep 21, 2017 · D/A · $17,000,000 sold of $17,000,000 · 70 investors · min. No minimum reported · role: Executive Officer, Director (Managing Principal of Calvera Partners, LLC) EDGAR ↗
Sep 12, 2016 · D · $10,725,000 sold of $15,000,000 · 45 investors · min. No minimum reported · role: Executive Officer, Director (Managing Principal of Calvera Partners, LLC) EDGAR ↗

Raised $17M from 70 investors (100% of the $17M target) as of the latest filing. David is listed as executive officer, director on 2 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: 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.

Residential · group: Calvera

CP 505 Columbia, LLC

San Francisco, CA · Dec 16, 2014

Dec 16, 2014 · D · $400,000 sold of $400,000 · 10 investors · min. $25,000 · role: Executive Officer (Manager of Calvera Partners, LLC which is Manager of CP 505 Columbia, LLC) EDGAR ↗

Raised $400K from 10 investors (100% of the $400K target) as of the latest filing. David is listed as executive officer.

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: Residential / 506(b) (4,183 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.

Residential · group: Calvera

CPMP I, LLC

San Francisco, CA · Dec 4, 2014

Dec 4, 2014 · D · $3,850,000 sold of $5,000,000 · 37 investors · min. $100,000 · role: Director (Managing Principal of Calvera Partners, LLC, Manager of Issuer) EDGAR ↗

Raised $3.85M from 37 investors (77% of the $5M target) as of the latest filing. David 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: Residential / 506(b) (4,183 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.

Residential · group: Calvera

CP Crestview, LLC

San Francisco, CA · Jan 23, 2014 → Feb 14, 2014 · 2 filings

Feb 14, 2014 · D/A · $5,250,000 sold of $5,250,000 · 41 investors · min. $50,000 · role: Executive Officer (Manager of Calvera Partners, LLC which is Manager of CP Crestview, LLC) EDGAR ↗
Jan 23, 2014 · D · $5,250,000 sold of $5,250,000 · 41 investors · min. $50,000 · role: Executive Officer (Manager of Calvera Partners, LLC which is Manager of CP Crestview, LLC) EDGAR ↗

Raised $5.25M from 41 investors (100% of the $5.25M target) as of the latest filing. David is listed as executive officer on 2 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: Residential / 506(b) (4,183 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.

Residential · group: Calvera

CP 460 WINCHESTER, LLC

San Francisco, CA · Sep 17, 2012

Sep 17, 2012 · D · $750,000 sold of $750,000 · 19 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $750K from 19 investors (100% of the $750K target) as of the latest filing. David is listed as executive officer.

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.

Residential · group: Calvera

CP 524 Maude, LLC

San Francisco, United States (as filed: X1) · Nov 1, 2011

Nov 1, 2011 · D · $3,000,000 sold of $3,000,000 · 13 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $3M from 13 investors (100% of the $3M target) as of the latest filing. David is listed as executive officer.

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.

People around David 15

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

Management entity

Calvera Partners, LLC

Director, Executive Officer · 7 shared filings (5 issuers)

Calvera Partners, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity