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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:31 AM ET

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David Heath

Named as an officer, director or promoter on SEC Form D filings · TX · Feb 5, 2009 → Mar 12, 2026

30deals (issuers)
$231.9Mreported sold
1,218investors
31Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

David Heath is listed as an executive officer, director, and promoter on 31 SEC Form D filings by 30 issuers between Feb 2009 and Mar 2026. Largest by amount reported sold: PHOENIX 2010 PARTNERS, L.P. (Dallas, TX — commercial — 2011; $40.4M reported sold to 55 investors), Phoenix 2009 Partners, L.P. (Dallas, TX — pooled investment fund — 2009; $27.8M reported sold to 20 investors), Paravest Victoria L.P. (Dallas, TX — commercial — 2022; $9.77M reported sold to 65 investors), Paravest Gateway, LP (Dallas, TX — commercial — 2016; $9.77M reported sold to 38 investors), Paravest Laurel, L.P. (Dallas, TX — commercial — 2023; $9.04M reported sold to 69 investors) and 25 more (all listed below).

What this means That is a lot of deals — 30 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $231.9M sold in total.

Listed alongside Rockwell Hopkins (26 shared filings), Gerald Ford (24 shared filings), Stephen J. Mastor (3 shared filings), Bobby Weinberg (2 shared filings), Craig Falwell (2 shared filings) and 4 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.

The issuers belong to 3 sponsor groups: Paravest (28 issuers, $169.8M reported sold, 2016–2026), Pcip (122 issuers, $2.16B reported sold, 2009–2026) and Ivcap (2 issuers, $8.13M reported sold, 2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 31 public filings for David Heath and found 11 differences, 2 worth asking the sponsor about: Amount sold went down between filings; 27 Form Ds were filed more than 15 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 Heath has not run yet — it is joining a line of 18,047 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

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, 2:17 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: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

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 Heath..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

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, 2:17 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

11 differences found between the filings for David Heath — 2 worth asking about (compared 31 filings on Oct 24, 2026)

Worth asking · Aug 9, 2017

Amount sold went down between filings — Paravest Legacy Point, LP

The Aug 9, 2017 filing says $6,095,331 sold; the Aug 9, 2017 Form D/A says $5,658,064 sold — $437,267 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Aug 9, 2017 ↗Form D/A (later) · Aug 9, 2017 ↗Paravest Legacy Point, LP — PartnerFacts page ↗
Sources
Worth asking · Jan 8, 2008 – Mar 12, 2026

27 Form Ds were filed more than 15 days after the first sale

Form D filed 160 days after the first sale — IVCap Las Lomas, L.P. · Form D filed 244 days after the first sale — IVCap Cedar Crest, L.P. · Form D filed 186 days after the first sale — Paravest Shadow Ridge, LP · Form D filed 259 days after the first sale — Paravest Campeche, LP · Form D filed 181 days after the first sale — Paravest Laurel, L.P. · and 22 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Mar 12, 2026 ↗IVCap Las Lomas, L.P. — PartnerFacts page ↗Form D · Mar 12, 2026 ↗IVCap Cedar Crest, L.P. — PartnerFacts page ↗
Sources
Note · Aug 9, 2017

Offering amount lowered between filings — Paravest Legacy Point, LP

The Aug 9, 2017 filing says $8,745,331 offered; the Aug 9, 2017 Form D/A says $8,308,064.

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) · Aug 9, 2017 ↗Form D/A (later) · Aug 9, 2017 ↗Paravest Legacy Point, LP — PartnerFacts page ↗
Sources
Note · Mar 30, 2017 – Aug 9, 2017

No amendment in the last 12 months on an offering that may still be open — Paravest Legacy Point, LP (latest filing Aug 9, 2017)

The latest filing for this offering is dated Aug 9, 2017 (first sale Mar 30, 2017). It reports $5,658,064 sold of $8,308,064 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/A · Aug 9, 2017 ↗Paravest Legacy Point, LP — PartnerFacts page ↗
Sources
Note · Jan 19, 2010 – Jan 14, 2011

No amendment in the last 12 months on an offering that may still be open — PHOENIX 2010 PARTNERS, L.P. (latest filing Jan 14, 2011)

The latest filing for this offering is dated Jan 14, 2011 (first sale Jan 19, 2010). It reports $40,390,000 sold of $150,000,000 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 · Jan 14, 2011 ↗PHOENIX 2010 PARTNERS, L.P. — PartnerFacts page ↗
Sources
Note · Jan 8, 2008 – Feb 5, 2009

No amendment in the last 12 months on an offering that may still be open — Phoenix 2009 Partners, L.P. (latest filing Feb 5, 2009)

The latest filing for this offering is dated Feb 5, 2009 (first sale Jan 8, 2008). It reports $27,750,000 sold of $150,000,000 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 · Feb 5, 2009 ↗Phoenix 2009 Partners, L.P. — PartnerFacts page ↗
Sources
Note · Feb 5, 2009 – Mar 12, 2026

David Heath is written 2 different ways on the filings

listed as "David Heath" on 30 filings (from Feb 5, 2009), and "David David Heath" on the Mar 12, 2026 filing.

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 · Feb 5, 2009 ↗Form D · Mar 12, 2026 ↗David Heath — PartnerFacts page ↗
Sources
Note · Aug 19, 2014 – Jul 18, 2025

Same name, different state: "David Heath" (NY) is a separate record

This page covers filings where the address state is TX. A separate record, "David Heath" with address state NY, is listed on 6 filings — most recently by Bombas LLC (Jul 18, 2025). Both records have filings in the same period (Aug 19, 2014 to Jul 18, 2025).

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.

David Heath (NY) — PartnerFacts page ↗Form D/A · Jul 18, 2025 ↗Bombas LLC — PartnerFacts page ↗David Heath (TX) — this page ↗
Sources
Note · Jul 24, 2023

Same name, different state: "David Heath" (WA) is a separate record

This page covers filings where the address state is TX. A separate record, "David Heath" with address state WA, is listed on 1 filing — most recently by Litehouse Health, Inc. (Jul 24, 2023). Both records have filings in the same period (Jul 24, 2023).

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.

David Heath (WA) — PartnerFacts page ↗Form D · Jul 24, 2023 ↗Litehouse Health, Inc. — PartnerFacts page ↗David Heath (TX) — this page ↗
Sources
Note · Oct 2, 2015 – Nov 12, 2019

Same name, different state: "David Heath" (NC) is a separate record

This page covers filings where the address state is TX. A separate record, "David Heath" with address state NC, is listed on 8 filings — most recently by IFC Core Farmland REIT LLC (Nov 12, 2019). Both records have filings in the same period (Oct 2, 2015 to Nov 12, 2019).

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.

David Heath (NC) — PartnerFacts page ↗Form D · Nov 12, 2019 ↗IFC Core Farmland REIT LLC — PartnerFacts page ↗David Heath (TX) — this page ↗
Sources
Note · Dec 10, 2012

Same name, different state: "David C. Heath" (FL) is a separate record

This page covers filings where the address state is TX. A separate record, "David C. Heath" with address state FL, is listed on 1 filing — most recently by Lake County, Florida (Dec 10, 2012). Both records have filings in the same period (Dec 10, 2012).

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.

David C. Heath (FL) — PartnerFacts page ↗Form D · Dec 10, 2012 ↗Lake County, Florida — PartnerFacts page ↗David Heath (TX) — this 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 30 offerings report sales commissions; 0 report finder's fees; 1 reports proceeds to related persons totalling $27,068,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 12, 2026 D
IVCap Cedar Crest, L.P.
File 021-576363
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2026 D
IVCap Las Lomas, L.P.
File 021-576380
$0$0$0None listed on this filingEDGAR ↗
Jan 30, 2024 D
Paravest Campeche, LP
File 021-503903
$0$0$0None listed on this filingEDGAR ↗
Jan 30, 2024 D
Paravest Shadow Ridge, LP
File 021-503905
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
Paravest Laurel, L.P.
File 021-472815
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2022 D
Paravest Dominion Park, L.P.
File 021-456963
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2022 D
Paravest Woodmoor, L.P.
File 021-456965
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2022 D
Paravest Victoria L.P.
File 021-456969
$0$0$0None listed on this filingEDGAR ↗
Oct 1, 2021 D
Paravest Timber Ridge, L.P.
File 021-415370
$0$0$0None listed on this filingEDGAR ↗
Oct 1, 2021 D
Paravest North Bend, L.P.
File 021-415372
$0$0$0None listed on this filingEDGAR ↗
Jun 3, 2021 D
Paravest Woodhollow, L.P.
File 021-401686
$0$0$0None listed on this filingEDGAR ↗
Sep 30, 2020 D
Paravest Northshore, L.P.
File 021-376761
$0$0$0None listed on this filingEDGAR ↗
Apr 27, 2020 D
Paravest Paces, L.P.
File 021-365841
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2019 D
Paravest Bellum, L.P.
File 021-356668
$0$0$0None listed on this filingEDGAR ↗
Sep 30, 2019 D
Paravest Palm, L.P.
File 021-349942
$0$0$0None listed on this filingEDGAR ↗
Jul 18, 2019 D
Paravest Kenton Place, L.P.
File 021-344642
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2019 D
Paravest Portofino, L.P.
File 021-344502
$0$0$0None listed on this filingEDGAR ↗
Apr 25, 2019 D
Paravest Glen, L.P.
File 021-338050
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2019 D
Paravest Shops at Chisholm Trail Ranch, L.P.
File 021-329793
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2018 D
Paravest McKinney National BP, L.P.
File 021-321076
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2018 D
Paravest Salado, L.P.
File 021-321078
$0$0$0None listed on this filingEDGAR ↗
Dec 26, 2017 D
Paravest Arroyo Vista, LP
File 021-301659
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2017 D
Paravest Avenue 29, LP
File 021-301099
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2017 D/A
Paravest Legacy Point, LP
File 021-292426
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2017 D
Paravest Spring Valley Club, LP
File 021-283432
$0$0$0None listed on this filingEDGAR ↗
Jan 31, 2017 D
PARAVEST MCDERMOTT PARK, LP
File 021-279694
$0$0$0None listed on this filingEDGAR ↗
Aug 10, 2016 D
Paravest Gateway, LP
File 021-268601
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2011 D
PHOENIX 2010 PARTNERS, L.P.
File 021-153784
$0$0$27,068,000 (est.)None listed on this filingEDGAR ↗
Feb 12, 2009 D
PCP - 1949 UNIVERSITY, L.P.
File 021-126898
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2009 D
Phoenix 2009 Partners, L.P.
File 021-126578
$0$0$0None 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 30

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

IL
Commercial · group: Ivcap

IVCap Las Lomas, L.P.

Dallas, TX · Mar 12, 2026
  • Mar 12, 2026 · D · $2,491,409 sold of $2,491,409 · 25 investors · min. $25,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $2.49M from 25 investors (100% of the $2.49M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

IC
Commercial · group: Ivcap

IVCap Cedar Crest, L.P.

Dallas, TX · Mar 12, 2026
  • Mar 12, 2026 · D · $5,640,191 sold of $5,640,191 · 29 investors · min. $25,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $5.64M from 29 investors (100% of the $5.64M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PS
Commercial · group: Paravest

Paravest Shadow Ridge, LP

Dallas, TX · Jan 30, 2024
  • Jan 30, 2024 · D · $6,698,781 sold of $6,698,781 · 45 investors · min. $25,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $6.7M from 45 investors (100% of the $6.7M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PC
Commercial · group: Paravest

Paravest Campeche, LP

Dallas, TX · Jan 30, 2024
  • Jan 30, 2024 · D · $8,147,208 sold of $8,147,208 · 56 investors · min. $25,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $8.15M from 56 investors (100% of the $8.15M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PL
Commercial · group: Paravest

Paravest Laurel, L.P.

Dallas, TX · Feb 7, 2023
  • Feb 7, 2023 · D · $9,040,609 sold of $9,040,609 · 69 investors · min. $10,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $9.04M from 69 investors (100% of the $9.04M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PV
Commercial · group: Paravest

Paravest Victoria L.P.

Dallas, TX · Aug 25, 2022
  • Aug 25, 2022 · D · $9,771,574 sold of $9,771,574 · 65 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $9.77M from 65 investors (100% of the $9.77M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PW
Commercial · group: Paravest

Paravest Woodmoor, L.P.

Dalla, TX · Aug 25, 2022
  • Aug 25, 2022 · D · $8,203,046 sold of $8,203,046 · 54 investors · min. $10,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $8.2M from 54 investors (100% of the $8.2M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PD
Commercial · group: Paravest

Paravest Dominion Park, L.P.

Dallas, TX · Aug 25, 2022
  • Aug 25, 2022 · D · $8,211,319 sold of $8,211,319 · 52 investors · min. $10,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $8.21M from 52 investors (100% of the $8.21M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PN
Commercial · group: Paravest

Paravest North Bend, L.P.

Dallas, TX · Oct 1, 2021
  • Oct 1, 2021 · D · $5,846,630 sold of $5,846,630 · 32 investors · min. $5,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $5.85M from 32 investors (100% of the $5.85M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PT
Commercial · group: Paravest

Paravest Timber Ridge, L.P.

Dallas, TX · Oct 1, 2021
  • Oct 1, 2021 · D · $4,643,749 sold of $4,643,749 · 36 investors · min. $5,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $4.64M from 36 investors (100% of the $4.64M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PW
Commercial · group: Paravest

Paravest Woodhollow, L.P.

Dallas, TX · Jun 3, 2021
  • Jun 3, 2021 · D · $5,918,044 sold of $5,918,044 · 39 investors · min. $7,500 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $5.92M from 39 investors (100% of the $5.92M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PN
Commercial · group: Paravest

Paravest Northshore, L.P.

Dallas, TX · Sep 30, 2020
  • Sep 30, 2020 · D · $5,101,523 sold of $5,101,523 · 43 investors · min. $10,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $5.1M from 43 investors (100% of the $5.1M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PP
Commercial · group: Paravest

Paravest Paces, L.P.

Dallas, TX · Apr 27, 2020
  • Apr 27, 2020 · D · $6,325,016 sold of $6,325,016 · 49 investors · min. $5,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $6.33M from 49 investors (100% of the $6.33M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PB
Commercial · group: Paravest

Paravest Bellum, L.P.

Dallas, TX · Dec 30, 2019
  • Dec 30, 2019 · D · $4,165,954 sold of $4,165,954 · 29 investors · min. $5,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $4.17M from 29 investors (100% of the $4.17M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PP
Commercial · group: Paravest

Paravest Palm, L.P.

Dallas, TX · Sep 30, 2019
  • Sep 30, 2019 · D · $4,681,734 sold of $4,681,734 · 47 investors · min. $5,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $4.68M from 47 investors (100% of the $4.68M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PK
Commercial · group: Paravest

Paravest Kenton Place, L.P.

Dallas, TX · Jul 18, 2019
  • Jul 18, 2019 · D · $4,248,391 sold of $4,248,391 · 34 investors · min. $5,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $4.25M from 34 investors (100% of the $4.25M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PP
Commercial · group: Paravest

Paravest Portofino, L.P.

Dallas, TX · Jul 17, 2019
  • Jul 17, 2019 · D · $6,901,523 sold of $6,901,523 · 59 investors · min. $5,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $6.9M from 59 investors (100% of the $6.9M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PG
Commercial · group: Paravest

Paravest Glen, L.P.

Dallas, TX · Apr 25, 2019
  • Apr 25, 2019 · D · $3,822,448 sold of $3,822,448 · 31 investors · min. $30,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $3.82M from 31 investors (100% of the $3.82M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PS
Commercial · group: Paravest

Paravest Shops at Chisholm Trail Ranch, L.P.

Dallas, TX · Jan 7, 2019
  • Jan 7, 2019 · D · $7,511,526 sold of $7,511,526 · 65 investors · min. $5,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $7.51M from 65 investors (100% of the $7.51M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PS
Commercial · group: Paravest

Paravest Salado, L.P.

Dallas, TX · Sep 11, 2018
  • Sep 11, 2018 · D · $5,924,932 sold of $5,924,932 · 58 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $5.92M from 58 investors (100% of the $5.92M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PM
Commercial · group: Paravest

Paravest McKinney National BP, L.P.

Dallas, TX · Sep 11, 2018
  • Sep 11, 2018 · D · $2,849,339 sold of $2,849,339 · 22 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $2.85M from 22 investors (100% of the $2.85M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PA
Commercial · group: Paravest

Paravest Arroyo Vista, LP

Dallas, TX · Dec 26, 2017
  • Dec 26, 2017 · D · $5,650,788 sold of $5,650,788 · 34 investors · min. $50,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $5.65M from 34 investors (100% of the $5.65M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PA
Commercial · group: Paravest

Paravest Avenue 29, LP

Dallas, TX · Dec 19, 2017
  • Dec 19, 2017 · D · $4,896,079 sold of $4,896,079 · 24 investors · min. $50,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $4.9M from 24 investors (100% of the $4.9M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PL
Commercial · group: Paravest

Paravest Legacy Point, LP

Dallas, TX · Aug 9, 2017 → Aug 9, 2017 · 2 filings
  • Aug 9, 2017 · D/A · $5,658,064 sold of $8,308,064 · 34 investors · min. $30,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Aug 9, 2017 · D · $6,095,331 sold of $8,745,331 · 34 investors · min. $30,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $6.1M from 34 investors (73% of the $8.31M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PS
Commercial · group: Paravest

Paravest Spring Valley Club, LP

Dallas, TX · Mar 28, 2017
  • Mar 28, 2017 · D · $4,405,200 sold of $4,405,200 · 21 investors · min. $50,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $4.41M from 21 investors (100% of the $4.41M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PM
Commercial · group: Paravest

PARAVEST MCDERMOTT PARK, LP

Dallas, TX · Jan 31, 2017
  • Jan 31, 2017 · D · $5,110,412 sold of $5,110,412 · 30 investors · min. $25,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $5.11M from 30 investors (100% of the $5.11M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

PG
Commercial · group: Paravest

Paravest Gateway, LP

Dallas, TX · Aug 10, 2016
  • Aug 10, 2016 · D · $9,766,000 sold of $9,766,000 · 38 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $9.77M from 38 investors (100% of the $9.77M target) as of the latest filing. David is listed as executive officer, director, 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: Commercial / 506(b) (6,713 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.

P2
Commercial · group: Pcip

PHOENIX 2010 PARTNERS, L.P.

Dallas, TX · Jan 14, 2011
  • Jan 14, 2011 · D · $40,390,000 sold of $150,000,000 · 55 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $40.4M from 55 investors (27% of the $150M 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.

P1
Commercial · group: Pcip

PCP - 1949 UNIVERSITY, L.P.

Dallas, TX · Feb 12, 2009
  • Feb 12, 2009 · D · $1,735,000 sold of $1,735,000 · 23 investors · min. $6,000 · role: Executive Officer EDGAR ↗

Raised $1.74M from 23 investors (100% of the $1.74M 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.

P2
Pooled Investment Fund · group: Pcip

Phoenix 2009 Partners, L.P.

Dallas, TX · Feb 5, 2009
  • Feb 5, 2009 · D · $27,750,000 sold of $150,000,000 · 20 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $27.8M from 20 investors (19% of the $150M 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.

Other pages with the same name (4)

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

  • David Heath — NC, 6 issuers, Oct 2, 2015 → Nov 12, 2019 · no shared issuer
  • David C. Heath — FL, 1 issuer, Dec 10, 2012 → Dec 10, 2012 · no shared issuer
  • David Heath — NY, 1 issuer, Aug 19, 2014 → Jul 18, 2025 · no shared issuer
  • David Heath — WA, 1 issuer, Jul 24, 2023 → Jul 24, 2023 · no shared issuer

People around David 9

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

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

Rockwell Hopkins

Director, Promoter, Executive Officer · 26 shared filings (25 issuers) · also on 3 other issuers

Rockwell Hopkins is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

Gerald Ford

Executive Officer, Director · 24 shared filings (24 issuers) · also on 6 other issuers

Gerald Ford is on 30 issuers in total — a repeat sponsor. Their page lists every one.

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

Stephen J. Mastor

Executive Officer · 3 shared filings (3 issuers) · also on 119 other issuers

Stephen J. Mastor is on 122 issuers in total — a repeat sponsor. Their page lists every one.

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

Hammond Heath

Executive Officer · 2 shared filings (2 issuers) · also on 2 other issuers

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

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

JERRY J. FORD

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

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

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

Craig Falwell

Executive Officer, Director, Promoter · 2 shared filings (2 issuers)

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

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

Bobby Weinberg

Executive Officer, Director, Promoter · 2 shared filings (2 issuers)

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

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

Jim Treliving

Director · 1 shared filing (1 issuer)

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

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

John Howard

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

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

The team behind the deals

P
Sponsor group

Paravest

28 issuers · 29 filings · $169.8M reported sold · 2016–2026

One team, 28 deal companies. David Heath is listed on 25 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 Heath.

P
Sponsor group

Pcip

122 issuers · 129 filings · $2.16B reported sold · 2009–2026

One team, 122 deal companies. David Heath is listed on 3 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 Heath.

I
Sponsor group

Ivcap

2 issuers · 2 filings · $8.13M reported sold · 2026–2026

One team, 2 deal companies. David Heath is listed on 2 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 Heath.

Same business address

51 other issuers file from the same address (first 50 shown)

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

Adviser registration (Form ADV)

None of the 30 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 Heath 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 30 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David Heath is listed on: none on file. No website or social profile named in PHOENIX 2010 PARTNERS, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #356,604 of 374,652 in line (16 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) ↗Texas re:SearchTX court records ↗

Securities regulators

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

Business registries

Texas Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

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