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

Sponsor Check › Person

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

DAVID WOLMER

Named as an officer, director or promoter on SEC Form D filings · CA, TX · Aug 14, 2015 → Jun 17, 2026

18deals (issuers)
$16.82Breported sold
360investors
33Form D filings
2015–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:34 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

DAVID WOLMER is listed as an executive officer, director, and promoter on 33 SEC Form D filings by 18 issuers between Aug 2015 and Jun 2026. Largest by amount reported sold: LLCP VII-A INDIVIDUAL FEEDER, L.P. (Beverly Hills, CA — pooled investment fund — 2022–2024; $2.57B reported sold to 19 investors), LEVINE LEICHTMAN CAPITAL PARTNERS VII, L.P. (Beverly Hills, CA — pooled investment fund — 2022–2024; $2.57B reported sold to 62 investors), LEVINE LEICHTMAN CAPITAL PARTNERS VII-A, L.P. (Beverly Hills, CA — pooled investment fund — 2022–2024; $2.57B reported sold to 60 investors), LLCP VII INDIVIDUAL FEEDER, L.P. (Beverly Hills, CA — pooled investment fund — 2022–2024; $2.57B reported sold to 36 investors), LEVINE LEICHTMAN CAPITAL PARTNERS VI, L.P. (Beverly Hills, CA — pooled investment fund — 2017–2018; $2.04B reported sold to 80 investors) and 13 more (all listed below).

What this means That is a lot of deals — 18 separate companies raised money with this person listed as executive officer, director, and promoter, over about 11 years. Across those companies the filings report $16.82B sold in total.

Listed alongside LAUREN B. LEICHTMAN (33 shared filings), ARTHUR E. LEVINE (31 shared filings), STEPHEN J. HOGAN (26 shared filings), RASHMA PATEL (5 shared filings), Aaron Perlmutter (2 shared filings) and 5 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.

17 of the issuers belong to the sponsor group Levine Leichtman (26 issuers, $18.4B reported sold, 2011–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Levine Leichtman has 26 companies on file and $18.4B 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) — 3 court cases matching the name listed in Key records below.

What this means 3 records 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 33 public filings for DAVID WOLMER and found 9 differences, 2 worth asking the sponsor about: DAVID WOLMER appears on 3 deals that stopped filing before reaching their target; 22 paid sellers are listed without a CRD number; 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 WOLMER has not run yet — it is #38,048 of 52,758 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

3 cases: 2 dismissed, 1 closed (disposition not in docket feed)

Wolmer v. Janssen Research & Development LLC dismissed
District Court, E.D. Louisiana · No. 2:16-cv-16282 · Filed Nov 10, 2016 · Closed May 20, 2020 · Nature of suit: 367 Health care / pharm
Role of Wolmer: Plaintiff · Outcome: Terminated 2020-05-20 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 4 federal dockets); surname only in the caption; court in LA (not a filing state)
COHEN, NORRIS, WOLMER, RAY, TE v. NORTHLAKE LAND TRUST , ET AL closed
District Court, S.D. Florida · No. · Filed Jun 2, 2014 · Closed Jun 2, 2014 · Nature of suit: 190 Other contract actions
Role of COHEN, NORRIS, WOLMER, RAY, TE: Plaintiff · Outcome: Terminated 2014-06-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 4 federal dockets); different first name (norris); court in FL (not a filing state)
Cohen, Norris, Wolmer, Ray, Telephman and Cohen v. Northlake Land Trust dismissed
District Court, S.D. Florida · No. 9:13-cv-81199 · Filed Nov 18, 2013 · Closed Jun 2, 2014 · Nature of suit: 190 Other contract actions
Role of Cohen, Norris, Wolmer, Ray, Telephman and Cohen: Plaintiff · Outcome: Terminated 2014-06-02 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 4 federal dockets); different first name (norris); court in FL (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, 2:34 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 WOLMER..

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, 2:34 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.

4. Differences between public sources

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

9 differences found between the filings for DAVID WOLMER — 2 worth asking about (compared 33 filings on Oct 24, 2026)

Note · Nov 12, 2002 – May 30, 2003

Bankruptcy case: Levine Leichtman Capital Partners, Inc. v. Rabinowitz — filed Nov 12, 2002

United States Bankruptcy Court, C.D. California docket "Levine Leichtman Capital Partners, Inc. v. Rabinowitz" filed Nov 12, 2002, closed May 30, 2003. LEVINE LEICHTMAN CAPITAL PARTNERS VI, L.P. (related issuer) is listed as Party ("Levine Leichtman Capital Partners, Inc. v. Rabinowitz"). 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.

Docket · United States Bankruptcy Court, C.D. California ↗LEVINE LEICHTMAN CAPITAL PARTNERS VI, L.P. — PartnerFacts page ↗
Sources
Note · Nov 12, 2002 – Feb 13, 2003

Bankruptcy case: F Unsecure v. Levine Leichtman Cap Part Lp — filed Nov 12, 2002

United States Bankruptcy Court, C.D. California docket "F Unsecure v. Levine Leichtman Cap Part Lp" filed Nov 12, 2002, closed Feb 13, 2003. LEVINE LEICHTMAN CAPITAL PARTNERS VI, L.P. (related issuer) is listed as Party ("F Unsecure v. Levine Leichtman Cap Part Lp"). 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.

Docket · United States Bankruptcy Court, C.D. California ↗LEVINE LEICHTMAN CAPITAL PARTNERS VI, L.P. — PartnerFacts page ↗
Sources
Note · Oct 1, 2001 – Mar 6, 2002

Bankruptcy case: Levine Leichtman Capital Partners Lp v. Gmac Commercial Credit Llc — filed Oct 1, 2001

United States Bankruptcy Court, C.D. California docket "Levine Leichtman Capital Partners Lp v. Gmac Commercial Credit Llc" filed Oct 1, 2001, closed Mar 6, 2002. LEVINE LEICHTMAN CAPITAL PARTNERS VI, L.P. (related issuer) is listed as Party ("Levine Leichtman Capital Partners Lp v. Gmac Commercial Credit Llc"). 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.

Docket · United States Bankruptcy Court, C.D. California ↗LEVINE LEICHTMAN CAPITAL PARTNERS VI, L.P. — PartnerFacts page ↗
Sources
Worth asking · Aug 14, 2015 – Feb 10, 2021

DAVID WOLMER appears on 3 deals that stopped filing before reaching their target

LLCP LOWER MIDDLE MARKET FUND III, L.P. (last filing Feb 10, 2021; $0 sold of $1,000,000,000); LLCP LOWER MIDDLE MARKET FUND III-A, L.P. (last filing Feb 10, 2021; $0 sold of $1,000,000,000); LLCP CO-INVESTMENT PARALLEL FUND, L.P. (last filing Aug 14, 2015; $0 sold of $250,000,000). 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.

LLCP LOWER MIDDLE MARKET FUND III, L.P. — PartnerFacts page ↗LLCP LOWER MIDDLE MARKET FUND III-A, L.P. — PartnerFacts page ↗LLCP CO-INVESTMENT PARALLEL FUND, L.P. — PartnerFacts page ↗
Sources
Worth asking · May 15, 2017 – Apr 14, 2026

22 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: LAZARD & CO., LIMITED — LLCP LMM IV Individual Feeder, L.P. · Paid seller listed without a CRD number: GRESHLER FINANCE — LLCP LMM IV Individual Feeder, L.P. · Paid seller listed without a CRD number: MPW CAPITAL ADVISORS LIMITED — LLCP LMM IV Individual Feeder, L.P. · Paid seller listed without a CRD number: LAZARD & CO., LIMITED — LLCP Lower Middle Market Fund IV, L.P. · Paid seller listed without a CRD number: GRESHLER FINANCE — LLCP Lower Middle Market Fund IV, L.P. · and 17 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Apr 14, 2026 ↗BrokerCheck search: LAZARD & CO., LIMITED ↗LLCP LMM IV Individual Feeder, L.P. — PartnerFacts page ↗BrokerCheck search: GRESHLER FINANCE ↗
Sources
Note · Aug 31, 2015 – Oct 27, 2015

Form D filed 57 days after the first sale — TAC Holdings, Inc.

The filing says the first sale was Aug 31, 2015. The Form D was filed Oct 27, 2015 — 57 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 42 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 · Oct 27, 2015 ↗TAC Holdings, Inc. — PartnerFacts page ↗
Sources
Note · May 16, 2017 – Dec 27, 2024

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 — LLCP VII INDIVIDUAL FEEDER, L.P. (latest filing Dec 27, 2024) · No amendment in the last 12 months on an offering that may still be open — LEVINE LEICHTMAN CAPITAL PARTNERS VII-A, L.P. (latest filing Dec 27, 2024) · No amendment in the last 12 months on an offering that may still be open — LEVINE LEICHTMAN CAPITAL PARTNERS VII, L.P. (latest filing Dec 27, 2024) · No amendment in the last 12 months on an offering that may still be open — LLCP VII-A INDIVIDUAL FEEDER, L.P. (latest filing Dec 27, 2024) · No amendment in the last 12 months on an offering that may still be open — LEVINE LEICHTMAN CAPITAL PARTNERS EUROPE II SCSP (latest filing Jun 26, 2020) · 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 · Dec 27, 2024 ↗LLCP VII INDIVIDUAL FEEDER, L.P. — PartnerFacts page ↗Form D/A · Dec 27, 2024 ↗LEVINE LEICHTMAN CAPITAL PARTNERS VII-A, L.P. — PartnerFacts page ↗
Sources
Note · Jun 27, 2019 – Dec 26, 2023

5 offerings changed their target amount between filings

Offering amount changed between filings — LLCP VII INDIVIDUAL FEEDER, L.P. · Offering amount changed between filings — LEVINE LEICHTMAN CAPITAL PARTNERS VII-A, L.P. · Offering amount changed between filings — LEVINE LEICHTMAN CAPITAL PARTNERS VII, L.P. · Offering amount changed between filings — LLCP VII-A INDIVIDUAL FEEDER, L.P. · Offering amount lowered between filings — LEVINE LEICHTMAN CAPITAL PARTNERS EUROPE II SCSP

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Dec 14, 2022 ↗Form D/A (later) · Dec 26, 2023 ↗LLCP VII INDIVIDUAL FEEDER, L.P. — PartnerFacts page ↗Form D/A (earlier) · Dec 15, 2022 ↗
Sources
Note · Aug 14, 2015 – Jun 17, 2026

DAVID WOLMER is listed with 2 different address states: CA, TX

CA on 31 filings (Aug 14, 2015 to Jun 17, 2026); TX on 2 filings (Oct 16, 2015 to Oct 27, 2015).

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.

Form D · Aug 14, 2015 ↗Form D · Oct 16, 2015 ↗
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 19 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 17, 2026 D
SPDW LMM IV, L.P.
File 021-587793
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 14, 2026 D
LLCP LMM IV Individual Feeder, L.P.
File 021-580427
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗
LAZARD & CO., LIMITED no CRD number reported
GRESHLER FINANCE no CRD number reported
MPW CAPITAL ADVISORS LIMITED no CRD number reported		EDGAR ↗
Apr 14, 2026 D
LLCP Lower Middle Market Fund IV, L.P.
File 021-580430
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗
LAZARD & CO., LIMITED no CRD number reported
GRESHLER FINANCE no CRD number reported
MPW CAPITAL ADVISORS LIMITED no CRD number reported		EDGAR ↗
Apr 14, 2026 D
LLCP Lower Middle Market Fund IV-A, L.P.
File 021-580432
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗
LAZARD & CO., LIMITED no CRD number reported
GRESHLER FINANCE no CRD number reported
MPW CAPITAL ADVISORS LIMITED no CRD number reported		EDGAR ↗
Apr 14, 2026 D
LLCP LMM IV-A Individual Feeder, L.P.
File 021-580428
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗
LAZARD & CO., LIMITED no CRD number reported
GRESHLER FINANCE no CRD number reported
MPW CAPITAL ADVISORS LIMITED no CRD number reported		EDGAR ↗
Dec 27, 2024 D/A
LEVINE LEICHTMAN CAPITAL PARTNERS VII, L.P.
File 021-467451
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CAMPBELL LUTYENS & CO. LTD no CRD number reported
via CAMPBELL LUTYENS & CO. INC. (CRD 133376 ↗)

GRESHLER FINANCE no CRD number reported
MPW CAPITAL ADVISORS LIMITED no CRD number reported
EDGELINE CAPITAL, LLC BrokerCheck CRD 152774 ↗
THE NEW AMSTERDAM GROUP B.V. no CRD number reported		EDGAR ↗
Dec 27, 2024 D/A
LEVINE LEICHTMAN CAPITAL PARTNERS VII-A, L.P.
File 021-467452
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CAMPBELL LUTYENS & CO. LTD no CRD number reported
via CAMPBELL LUTYENS & CO. INC. (CRD 133376 ↗)

GRESHLER FINANCE no CRD number reported
MPW CAPITAL ADVISORS LIMITED no CRD number reported
EDGELINE CAPITAL, LLC BrokerCheck CRD 152774 ↗
THE NEW AMSTERDAM GROUP B.V. no CRD number reported		EDGAR ↗
Dec 27, 2024 D/A
LLCP VII INDIVIDUAL FEEDER, L.P.
File 021-467453
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 27, 2024 D/A
LLCP VII-A INDIVIDUAL FEEDER, L.P.
File 021-467454
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 8, 2024 D
LLCP LMM ACQUISITION FUND, L.P.
File 021-528931
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
ROBERT W. BAIRD & CO. INCORPORATED BrokerCheck CRD 8158 ↗EDGAR ↗
Feb 10, 2021 D
LLCP LOWER MIDDLE MARKET FUND III, L.P.
File 021-389094
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CAMPBELL LUTYENS & CO. INC. BrokerCheck CRD 133376 ↗EDGAR ↗
Feb 10, 2021 D
LLCP LOWER MIDDLE MARKET FUND III-A, L.P.
File 021-389095
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CAMPBELL LUTYENS & CO. INC. BrokerCheck CRD 133376 ↗EDGAR ↗
Jun 26, 2020 D/A
LEVINE LEICHTMAN CAPITAL PARTNERS EUROPE II SCSP
File 021-343015
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 15, 2018 D/A
LEVINE LEICHTMAN CAPITAL PARTNERS VI, L.P.
File 021-286776
$0 (est.)$0 (est.)$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
ENPRO PARTNERS INC. no CRD number reported
GRESHLER FINANCE no CRD number reported		EDGAR ↗
May 15, 2018 D/A
LEVINE LEICHTMAN CAPITAL PARTNERS VI-A, L.P.
File 021-286778
$0 (est.)$0 (est.)$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
ENPRO PARTNERS INC. no CRD number reported
GRESHLER FINANCE no CRD number reported		EDGAR ↗
May 15, 2018 D/A
LEVINE LEICHTMAN CAPITAL PARTNERS VI AMICUS FUND, L.P.
File 021-286774
$0$0$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Oct 27, 2015 D
TAC Holdings, Inc.
File 021-250129
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2015 D
TAC Holdings, Inc.
File 021-249597
$0$0$0None listed on this filingEDGAR ↗
Aug 14, 2015 D
LLCP CO-INVESTMENT PARALLEL FUND, L.P.
File 021-245855
$0 (est.)$0 (est.)$0
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
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 18

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

SL
Pooled Investment Fund · group: Levine Leichtman

SPDW LMM IV, L.P.

Beverly Hills, CA · Jun 17, 2026
  • Jun 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, promoter.

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.

LL
Pooled Investment Fund · group: Levine Leichtman

LLCP Lower Middle Market Fund IV-A, L.P.

Beverly Hills, CA · Apr 14, 2026
  • Apr 14, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, promoter.

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.

LL
Pooled Investment Fund · group: Levine Leichtman

LLCP Lower Middle Market Fund IV, L.P.

Beverly Hills, CA · Apr 14, 2026
  • Apr 14, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, promoter.

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.

LL
Pooled Investment Fund · group: Levine Leichtman

LLCP LMM IV-A Individual Feeder, L.P.

Beverly Hills, CA · Apr 14, 2026
  • Apr 14, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, promoter.

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.

LL
Pooled Investment Fund · group: Levine Leichtman

LLCP LMM IV Individual Feeder, L.P.

Beverly Hills, CA · Apr 14, 2026
  • Apr 14, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, promoter.

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.

LV
Pooled Investment Fund · group: Levine Leichtman

LLCP VII-A INDIVIDUAL FEEDER, L.P.

Beverly Hills, CA · Dec 14, 2022 → Dec 27, 2024 · 3 filings
  • Dec 27, 2024 · D/A · $2,571,209,602 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 26, 2023 · D/A · $970,245,142 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 14, 2022 · D · $0 sold of $3,300,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.57B from 19 investors as of the latest filing. David is listed as executive officer, promoter 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: 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.

LV
Pooled Investment Fund · group: Levine Leichtman

LLCP VII INDIVIDUAL FEEDER, L.P.

Beverly Hills, CA · Dec 14, 2022 → Dec 27, 2024 · 3 filings
  • Dec 27, 2024 · D/A · $2,571,209,602 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 26, 2023 · D/A · $970,245,142 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 14, 2022 · D · $0 sold of $3,300,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.57B from 36 investors as of the latest filing. David is listed as executive officer, promoter 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: 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.

LL
Pooled Investment Fund · group: Levine Leichtman

LEVINE LEICHTMAN CAPITAL PARTNERS VII-A, L.P.

Beverly Hills, CA · Dec 14, 2022 → Dec 27, 2024 · 4 filings
  • Dec 27, 2024 · D/A · $2,571,209,602 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 26, 2023 · D/A · $970,245,142 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 15, 2022 · D/A · $0 sold of $3,300,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 14, 2022 · D · $0 sold of $3,300,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.57B from 60 investors as of the latest filing. David is listed as executive officer, promoter on 4 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.

LL
Pooled Investment Fund · group: Levine Leichtman

LEVINE LEICHTMAN CAPITAL PARTNERS VII, L.P.

Beverly Hills, CA · Dec 14, 2022 → Dec 27, 2024 · 4 filings
  • Dec 27, 2024 · D/A · $2,571,209,602 sold of Indefinite · 62 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 26, 2023 · D/A · $970,245,142 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 15, 2022 · D/A · $0 sold of $3,300,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 14, 2022 · D · $0 sold of $3,300,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.57B from 62 investors as of the latest filing. David is listed as executive officer, promoter on 4 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.

LL
Pooled Investment Fund · group: Levine Leichtman

LLCP LMM ACQUISITION FUND, L.P.

Beverly Hills, CA · Nov 8, 2024
  • Nov 8, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, promoter.

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.

LL
Pooled Investment Fund · group: Levine Leichtman

LLCP LOWER MIDDLE MARKET FUND III-A, L.P.

Beverly Hills, CA · Feb 10, 2021
  • Feb 10, 2021 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, promoter.

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.

LL
Pooled Investment Fund · group: Levine Leichtman

LLCP LOWER MIDDLE MARKET FUND III, L.P.

Beverly Hills, CA · Feb 10, 2021
  • Feb 10, 2021 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, promoter.

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.

LL
Pooled Investment Fund · group: Levine Leichtman

LEVINE LEICHTMAN CAPITAL PARTNERS EUROPE II SCSP

Beverly Hills, CA · Jun 27, 2019 → Jun 26, 2020 · 2 filings
  • Jun 26, 2020 · D/A · $423,707,666 sold of $562,550,000 · 27 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jun 27, 2019 · D · $0 sold of $568,550,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $423.7M from 27 investors (75% of the $562.5M target) as of the latest filing. David is listed as executive officer, promoter 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.

LL
Pooled Investment Fund · group: Levine Leichtman

LEVINE LEICHTMAN CAPITAL PARTNERS VI-A, L.P.

Beverly Hills, CA · May 15, 2017 → May 15, 2018 · 2 filings
  • May 15, 2018 · D/A · $2,035,250,000 sold of $2,200,000,000 · 53 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • May 15, 2017 · D · $0 sold of $2,200,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.04B from 53 investors (93% of the $2.2B target) as of the latest filing. David is listed as executive officer, promoter 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.

LL
Pooled Investment Fund · group: Levine Leichtman

LEVINE LEICHTMAN CAPITAL PARTNERS VI, L.P.

Beverly Hills, CA · May 15, 2017 → May 15, 2018 · 2 filings
  • May 15, 2018 · D/A · $2,035,250,000 sold of $2,200,000,000 · 80 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • May 15, 2017 · D · $0 sold of $2,200,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.04B from 80 investors (93% of the $2.2B target) as of the latest filing. David is listed as executive officer, promoter 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.

LL
Pooled Investment Fund · group: Levine Leichtman

LEVINE LEICHTMAN CAPITAL PARTNERS VI AMICUS FUND, L.P.

Beverly Hills, CA · May 15, 2017 → May 15, 2018 · 2 filings
  • May 15, 2018 · D/A · $2,035,250,000 sold of $2,200,000,000 · 7 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • May 15, 2017 · D · $0 sold of $2,200,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.04B from 7 investors (93% of the $2.2B target) as of the latest filing. David is listed as executive officer, promoter 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.

TH
Other

TAC Holdings, Inc.

Dallas, TX · Oct 16, 2015 → Oct 27, 2015 · 2 filings
  • Oct 27, 2015 · D · $8,400,263 sold of $8,400,263 · 16 investors · min. $1 · role: Director EDGAR ↗
  • Oct 16, 2015 · D · $243,261 sold of $243,261 · 12 investors · min. $1 · role: Director EDGAR ↗

Raised $8.4M from 16 investors (100% of the $8.4M target) as of the latest filing. David is listed as 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 / 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.

LC
Pooled Investment Fund · group: Levine Leichtman

LLCP CO-INVESTMENT PARALLEL FUND, L.P.

Beverly Hills, CA · Aug 14, 2015
  • Aug 14, 2015 · D · $0 sold of $250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, promoter.

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.

People around David 10

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

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

LAUREN B. LEICHTMAN

Executive Officer, Promoter, Director · 33 shared filings (18 issuers) · also on 9 other issuers

LAUREN B. LEICHTMAN is on 27 issuers in total — a repeat sponsor. Their page lists every one.

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

ARTHUR E. LEVINE

Executive Officer, Promoter · 31 shared filings (17 issuers) · also on 9 other issuers

ARTHUR E. LEVINE is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

STEPHEN J. HOGAN

Executive Officer, Promoter · 26 shared filings (12 issuers) · also on 8 other issuers

STEPHEN J. HOGAN is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

RASHMA PATEL

Executive Officer, Promoter · 5 shared filings (5 issuers)

RASHMA PATEL is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Aaron Perlmutter

Director · 2 shared filings (1 issuer) · also on 12 other issuers

Aaron Perlmutter is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

John E. Hofmann

Executive Officer, Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as David Wolmer. Their page shows their other deals.

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

John Iwanski

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

Listed on the same filings as David Wolmer. Their page shows their other deals.

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

Andrew Schwartz

Director · 2 shared filings (1 issuer)

Listed on the same filings as David Wolmer. Their page shows their other deals.

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

David Larsen

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as David Wolmer. Their page shows their other deals.

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

Adrian McCardell Remsberg

Director · 2 shared filings (1 issuer)

Listed on the same filings as David Wolmer. Their page shows their other deals.

The team behind the deals

LL
Sponsor group

Levine Leichtman

26 issuers · 44 filings · $18.4B reported sold · 2011–2026

One team, 26 deal companies. David Wolmer is listed on 17 of them.

Sources

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 DAVID WOLMER.

Same business address

31 other issuers 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 18 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 DAVID WOLMER 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 18 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David Wolmer is listed on: none on file. No website or social profile named in TAC Holdings, Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #296,013 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 (Dallas, TX). 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 ↗Texas re:SearchTX court records ↗

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 ↗Texas Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when DAVID WOLMER appears on a new Form D, or when a court case or SEC action is matched to them. See plans →