PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:43 AM ET

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David Joerger

Named as an officer, director or promoter on SEC Form D filings · CA · Apr 17, 2023 → Oct 8, 2026

26deals (issuers)
$9.42Breported sold
366investors
42Form D filings
2023–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

David Joerger is listed as an executive officer on 42 SEC Form D filings by 26 issuers between Apr 2023 and Oct 2026. Largest by amount reported sold: WCM Focused International Growth Fund LP (Laguna Beach, CA — pooled investment fund — 2023–2026; $6.37B reported sold to 177 investors), WCM Focused Global Growth Fund L.P. (Laguna Beach, CA — pooled investment fund — 2023–2026; $1.2B reported sold to 61 investors), WCM INTERNATIONAL SMALL CAP GROWTH FUND L.P. (Laguna Beach, CA — pooled investment fund — 2023–2026; $672.8M reported sold to 25 investors), WCM Focused Emerging Markets Fund LP (Laguna Beach, CA — pooled investment fund — 2023–2026; $249.3M reported sold to 13 investors), WCM Focused Global Growth Long-Short Fund L.P. (Laguna Beach, CA — pooled investment fund — 2023–2024; $227.9M reported sold to 8 investors) and 21 more (all listed below).

What this means That is a lot of deals — 26 separate companies raised money with this person listed as executive officer, over about 3 years. Across those companies the filings report $9.42B sold in total.

Listed alongside SLOANE PAYNE (42 shared filings), PAUL R. BLACK (21 shared filings), MICHAEL TRIGG (20 shared filings), WCM Investment Management, LLC (17 shared filings, management entity), WCM Partners X MM, LLC (8 shared filings, management entity) and 6 others.

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

All 26 issuers belong to the sponsor group Wcm (33 issuers, $9.93B reported sold, 2010–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Wcm has 33 companies on file and $9.93B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 court case matching the name, 2 bankruptcy 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 42 public filings for David Joerger and found 14 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; 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 Joerger has not run yet — it is joining a line of 59,893 names; searches run around the clock at the hosts' allowed rate. Searched so far: 682 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

1 case: 1 dismissed

Joerger v. Wal-Mart Stores, Inc. dismissed
District Court, D. Nevada · No. 2:14-cv-00151 · Filed Jan 28, 2014 · Closed Feb 19, 2014 · Nature of suit: P.I.: Other · Cause: 28:1332 Diversity-Petition for Removal
Role of Joerger: Plaintiff · Outcome: Terminated 2014-02-19 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 4 federal dockets); surname only in the caption; court in NV (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, 2:15 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 Joerger..

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

2 cases: 2 closed (disposition not in docket feed)

DISCOVER BANK, ISSUER OF THE DISCOVER CARD v. JOERGER closed
United States Bankruptcy Court, D. Nevada · No. 10-05096 · Filed Sep 22, 2010 · Closed Feb 16, 2011
Role of JOERGER: Defendant · Outcome: Case closed 2011-02-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 4 federal dockets); surname only in the caption; court in NV (not a filing state)
Gordon Food Service Inc v. Joerger closed
United States Bankruptcy Court, N.D. Illinois · No. 96-00292 · Filed Mar 7, 1996 · Closed Mar 21, 1997
Role of Joerger: Defendant · Outcome: Case closed 1997-03-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 4 federal dockets); surname only in the caption; court in IL (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

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

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

4. Differences between public sources

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

14 differences found between the filings for David Joerger — 5 worth asking about (compared 42 filings on Oct 24, 2026)

Note · Sep 22, 2010 – Feb 16, 2011

Bankruptcy case: DISCOVER BANK, ISSUER OF THE DISCOVER CARD v. JOERGER — filed Sep 22, 2010

United States Bankruptcy Court, D. Nevada docket "DISCOVER BANK, ISSUER OF THE DISCOVER CARD v. JOERGER" filed Sep 22, 2010, closed Feb 16, 2011. David Joerger is listed as Defendant ("JOERGER"). Our match estimate: 40%.

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, D. Nevada ↗
Sources
Note · Jan 16, 1998 – Apr 23, 1998

Bankruptcy case: Sloane W. Payne — filed Jan 16, 1998

United States Bankruptcy Court, N.D. California docket "Sloane W. Payne" filed Jan 16, 1998, closed Apr 23, 1998. SLOANE PAYNE (listed on the same filings) is listed as Debtor ("Sloane W. Payne"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. California ↗SLOANE PAYNE — PartnerFacts page ↗
Sources
Note · Mar 7, 1996 – Mar 21, 1997

Bankruptcy case: Gordon Food Service Inc v. Joerger — filed Mar 7, 1996

United States Bankruptcy Court, N.D. Illinois docket "Gordon Food Service Inc v. Joerger" filed Mar 7, 1996, closed Mar 21, 1997. David Joerger is listed as Defendant ("Joerger"). Our match estimate: 40%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. Illinois ↗
Sources
Worth asking · Apr 17, 2023 – Apr 16, 2024

Amount sold went down between filings — WCM Focused Emerging Markets Fund LP

The Apr 17, 2023 filing says $249,282,527 sold; the Apr 16, 2024 Form D/A says $148,087,481 sold — $101,195,046 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/A (earlier) · Apr 17, 2023 ↗Form D/A (later) · Apr 16, 2024 ↗WCM Focused Emerging Markets Fund LP — PartnerFacts page ↗
Sources
Worth asking · Apr 16, 2024 – Apr 16, 2025

Investor count went down between filings — WCM Focused Emerging Markets Fund LP

The Apr 16, 2024 filing reports 13 investors; the Apr 16, 2025 Form D/A reports 12 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Apr 16, 2024 ↗Form D/A (later) · Apr 16, 2025 ↗WCM Focused Emerging Markets Fund LP — PartnerFacts page ↗
Sources
Worth asking · Apr 17, 2023 – Apr 16, 2024

Investor count went down between filings — WCM Focused Global Growth Fund L.P.

The Apr 17, 2023 filing reports 43 investors; the Apr 16, 2024 Form D/A reports 42 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Apr 17, 2023 ↗Form D/A (later) · Apr 16, 2024 ↗WCM Focused Global Growth Fund L.P. — PartnerFacts page ↗
Sources
Worth asking · Apr 17, 2023 – Apr 16, 2024

Investor count went down between filings — WCM Focused International Growth Fund LP

The Apr 17, 2023 filing reports 163 investors; the Apr 16, 2024 Form D/A reports 162 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Apr 17, 2023 ↗Form D/A (later) · Apr 16, 2024 ↗WCM Focused International Growth Fund LP — PartnerFacts page ↗
Sources
Worth asking · Sep 1, 2025 – Oct 8, 2026

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

Form D filed 108 days after the first sale — WCM Partners X, LLC - Series X3 · Form D filed 68 days after the first sale — WCM Select U.S. Equity Fund LP · Form D filed 100 days after the first sale — WCM Focused International Equity Fund LP · Form D filed 35 days after the first sale — WCM Partners X, LLC - Series X7, Blue Heavy Industries · Form D filed 33 days after the first sale — WCM Partners X, LLC - Series X8, Crusoe · and 3 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 · Aug 27, 2026 ↗WCM Partners X, LLC - Series X3 — PartnerFacts page ↗Form D · Jan 26, 2026 ↗WCM Select U.S. Equity Fund LP — PartnerFacts page ↗
Sources
Note · Feb 1, 2019 – Aug 28, 2025

5 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 — WCM Partners SPV V LP (latest filing Aug 28, 2025) · No amendment in the last 12 months on an offering that may still be open — WCM Partners Altamar, LP (latest filing May 20, 2025) · No amendment in the last 12 months on an offering that may still be open — WCM Partners SPV IV LP (latest filing May 15, 2025) · No amendment in the last 12 months on an offering that may still be open — WCM Focused Global Growth Long-Short Offshore Fund Ltd. (latest filing Apr 16, 2024) · No amendment in the last 12 months on an offering that may still be open — WCM Focused Global Growth Long-Short Fund L.P. (latest filing Apr 16, 2024)

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 · Aug 28, 2025 ↗WCM Partners SPV V LP — PartnerFacts page ↗Form D · May 20, 2025 ↗WCM Partners Altamar, LP — PartnerFacts page ↗
Sources
Note · Jan 26, 2026 – Apr 17, 2026

Minimum investment changed between filings — WCM Select U.S. Equity Fund LP

The Jan 26, 2026 filing lists a minimum of $0; the Apr 17, 2026 Form D/A lists $10,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jan 26, 2026 ↗Form D/A (later) · Apr 17, 2026 ↗WCM Select U.S. Equity Fund LP — PartnerFacts page ↗
Sources
Note · Dec 10, 2025 – Apr 16, 2026

Minimum investment changed between filings — WCM Focused International Equity Fund LP

The Dec 10, 2025 filing lists a minimum of $0; the Apr 16, 2026 Form D/A lists $10,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Dec 10, 2025 ↗Form D/A (later) · Apr 16, 2026 ↗WCM Focused International Equity Fund LP — PartnerFacts page ↗
Sources
Note · Apr 16, 2025 – Apr 16, 2026

Minimum investment changed between filings — WCM Focused International Opportunities Fund LP

The Apr 16, 2025 filing lists a minimum of $5,000,000; the Apr 16, 2026 Form D/A lists $10,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Apr 16, 2025 ↗Form D/A (later) · Apr 16, 2026 ↗WCM Focused International Opportunities Fund LP — PartnerFacts page ↗
Sources
Note · Jan 5, 2024 – Apr 17, 2024

Minimum investment changed between filings — WCM Focused International Opportunities Fund LP

The Jan 5, 2024 filing lists a minimum of $0; the Apr 17, 2024 Form D/A lists $5,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jan 5, 2024 ↗Form D/A (later) · Apr 17, 2024 ↗WCM Focused International Opportunities Fund LP — PartnerFacts page ↗
Sources
Note · Apr 17, 2023 – Dec 10, 2025

David Joerger is written 2 different ways on the filings

listed as "David Joerger" on 36 filings (from Apr 17, 2023), and "David Joseph Joerger" on 6 filings (from Dec 10, 2025).

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/A · Apr 17, 2023 ↗Form D · Dec 10, 2025 ↗David Joerger — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 26 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
Oct 8, 2026 D
WCM Partners X, LLC - Series X8, Crusoe
File 021-600439
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 8, 2026 D
WCM Partners X, LLC - Series X6, viaPhoton
File 021-600434
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 8, 2026 D
WCM Partners X, LLC - Series X7, Blue Heavy Industries
File 021-600437
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 18, 2026 D
WCM Partners Catalina, LP
File 021-598070
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 18, 2026 D
WCM Partners Ferocity, LP
File 021-598064
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 17, 2026 D
WCM Partners X, LLC - Series X5, Hadrian Automation
File 021-597952
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 17, 2026 D
WCM Partners X, LLC - Series X4, Databricks
File 021-597945
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 27, 2026 D
WCM Partners X, LLC - Series X3
File 021-595563
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 17, 2026 D/A
WCM Select U.S. Equity Fund LP
File 021-571069
$0$0$0IMST Distributors, LLC BrokerCheck CRD 130745 ↗EDGAR ↗
Apr 16, 2026 D/A
WCM Focused Emerging Markets Fund LP
File 021-221089
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2026 D/A
WCM Focused International Growth Fund LP
File 021-198612
$0$0$0IMST DISTRIBUTORS, LLC BrokerCheck CRD 130745 ↗EDGAR ↗
Apr 16, 2026 D/A
WCM Focused Global Growth Fund L.P.
File 021-260569
$0$0$0IMST DISTRIBUTORS, LLC BrokerCheck CRD 130745 ↗EDGAR ↗
Apr 16, 2026 D/A
WCM INTERNATIONAL SMALL CAP GROWTH FUND L.P.
File 021-325761
$0$0$0IMST DISTRIBUTORS, LLC BrokerCheck CRD 130745 ↗EDGAR ↗
Apr 16, 2026 D/A
WCM Focused International Opportunities Fund LP
File 021-501719
$0$0$0IMST DISTRIBUTORS, LLC BrokerCheck CRD 130745 ↗EDGAR ↗
Apr 16, 2026 D/A
WCM Focused International Equity Fund LP
File 021-566321
$0$0$0IMST Distributors, LLC BrokerCheck CRD 130745 ↗EDGAR ↗
Apr 7, 2026 D
WCM Partners Endurance, LP
File 021-579411
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Mar 26, 2026 D
WCM Partners Bluebird Parallel, LP
File 021-577893
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Mar 24, 2026 D
WCM Partners X, LLC - Series X2
File 021-577457
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Feb 26, 2026 D
WCM Partners X, LLC - Series X1
File 021-574674
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 6, 2026 D
WCM Partners Bluebird, LP
File 021-569019
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 23, 2025 D
WCM Partners DB25 LP
File 021-568045
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 28, 2025 D
WCM Partners SPV V LP
File 021-556047
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
May 20, 2025 D
WCM Partners Altamar, LP
File 021-546699
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
May 15, 2025 D
WCM Partners SPV IV LP
File 021-546300
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 16, 2024 D/A
WCM Focused Global Growth Long-Short Offshore Fund Ltd.
File 021-332990
$0$0$0IMST DISTRIBUTORS, LLC BrokerCheck CRD 130745 ↗EDGAR ↗
Apr 16, 2024 D/A
WCM Focused Global Growth Long-Short Fund L.P.
File 021-365180
$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 26

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

WP
Pooled Investment Fund · group: Wcm

WCM Partners X, LLC - Series X8, Crusoe

Laguna Beach, CA · Oct 8, 2026
  • Oct 8, 2026 · D · $16,118,750 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $16.1M from 3 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners X, LLC - Series X6, viaPhoton

Laguna Beach, CA · Oct 8, 2026
  • Oct 8, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners X, LLC - Series X7, Blue Heavy Industries

Laguna Beach, CA · Oct 8, 2026
  • Oct 8, 2026 · D · $138,605,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $138.6M from 19 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners Catalina, LP

Laguna Beach, CA · Sep 18, 2026
  • Sep 18, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners Ferocity, LP

Laguna Beach, CA · Sep 18, 2026
  • Sep 18, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners X, LLC - Series X5, Hadrian Automation

Laguna Beach, CA · Sep 17, 2026
  • Sep 17, 2026 · D · $50,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $50M from 4 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WP
Pooled Investment Fund · group: Wcm

WCM Partners X, LLC - Series X4, Databricks

Laguna Beach, CA · Sep 17, 2026
  • Sep 17, 2026 · D · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $100M from 1 investor as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WP
Pooled Investment Fund · group: Wcm

WCM Partners X, LLC - Series X3

Laguna Beach, CA · Aug 27, 2026
  • Aug 27, 2026 · D · $30,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $30M from 2 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WS
Pooled Investment Fund · group: Wcm

WCM Select U.S. Equity Fund LP

Laguna Beach, CA · Jan 26, 2026 → Apr 17, 2026 · 2 filings
  • Apr 17, 2026 · D/A · $10,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗
  • Jan 26, 2026 · D · $10,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $10M from 1 investor as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WF
Pooled Investment Fund · group: Wcm

WCM Focused Emerging Markets Fund LP

Laguna Beach, CA · Apr 17, 2023 → Apr 16, 2026 · 3 filings
  • Apr 16, 2026 · D/A · $148,297,481 sold of Indefinite · 12 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 16, 2024 · D/A · $148,087,481 sold of Indefinite · 13 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 17, 2023 · D/A · $249,282,527 sold of Indefinite · 13 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $249.3M from 13 investors as of the latest filing. David is listed as executive officer 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.

WF
Pooled Investment Fund · group: Wcm

WCM Focused International Opportunities Fund LP

Laguna Beach, CA · Jan 5, 2024 → Apr 16, 2026 · 4 filings
  • Apr 16, 2026 · D/A · $27,500,000 sold of Indefinite · 9 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗
  • Apr 16, 2025 · D/A · $22,500,000 sold of Indefinite · 9 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 17, 2024 · D/A · $300,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jan 5, 2024 · D · $300,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $27.5M from 9 investors as of the latest filing. David is listed as executive officer 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.

WI
Pooled Investment Fund · group: Wcm

WCM INTERNATIONAL SMALL CAP GROWTH FUND L.P.

Laguna Beach, CA · Apr 17, 2023 → Apr 16, 2026 · 3 filings
  • Apr 16, 2026 · D/A · $672,793,253 sold of Indefinite · 25 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 16, 2024 · D/A · $610,896,253 sold of Indefinite · 21 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 17, 2023 · D/A · $483,351,253 sold of Indefinite · 19 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $672.8M from 25 investors as of the latest filing. David is listed as executive officer 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.

WF
Pooled Investment Fund · group: Wcm

WCM Focused International Growth Fund LP

Laguna Beach, CA · Apr 17, 2023 → Apr 16, 2026 · 3 filings
  • Apr 16, 2026 · D/A · $6,365,388,864 sold of Indefinite · 177 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗
  • Apr 16, 2024 · D/A · $5,208,153,776 sold of Indefinite · 162 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗
  • Apr 17, 2023 · D/A · $4,870,527,512 sold of Indefinite · 163 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗

Raised $6.37B from 177 investors as of the latest filing. David is listed as executive officer 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.

WF
Pooled Investment Fund · group: Wcm

WCM Focused Global Growth Fund L.P.

Laguna Beach, CA · Apr 17, 2023 → Apr 16, 2026 · 4 filings
  • Apr 16, 2026 · D/A · $1,197,130,086 sold of Indefinite · 61 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 16, 2025 · D/A · $1,062,580,086 sold of Indefinite · 56 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 16, 2024 · D/A · $945,455,086 sold of Indefinite · 42 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 17, 2023 · D/A · $944,205,086 sold of Indefinite · 43 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $1.2B from 61 investors as of the latest filing. David is listed as executive officer 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.

WF
Pooled Investment Fund · group: Wcm

WCM Focused International Equity Fund LP

Laguna Beach, CA · Dec 10, 2025 → Apr 16, 2026 · 2 filings
  • Apr 16, 2026 · D/A · $9,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗
  • Dec 10, 2025 · D · $9,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $9M from 1 investor as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners Endurance, LP

Laguna Beach, CA · Apr 7, 2026
  • Apr 7, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners Bluebird Parallel, LP

Laguna Beach, CA · Mar 26, 2026
  • Mar 26, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners X, LLC - Series X2

Laguna Beach, CA · Mar 24, 2026
  • Mar 24, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WP
Pooled Investment Fund · group: Wcm

WCM Partners X, LLC - Series X1

Laguna Beach, CA · Feb 26, 2026
  • Feb 26, 2026 · D · $49,938,525 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $49.9M from 13 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WP
Pooled Investment Fund · group: Wcm

WCM Partners Bluebird, LP

Laguna Beach, CA · Jan 6, 2026
  • Jan 6, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners DB25 LP

Laguna Beach, CA · Dec 23, 2025
  • Dec 23, 2025 · D · $23,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $23M from 4 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WP
Pooled Investment Fund · group: Wcm

WCM Partners SPV V LP

Laguna Beach, CA · Aug 28, 2025
  • Aug 28, 2025 · D · $73,850,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $73.8M from 18 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WP
Pooled Investment Fund · group: Wcm

WCM Partners Altamar, LP

Laguna Beach, CA · May 20, 2025
  • May 20, 2025 · D · $15,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $15M from 1 investor as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Wcm

WCM Partners SPV IV LP

Laguna Beach, CA · May 15, 2025
  • May 15, 2025 · D · $20,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $20M from 4 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WF
Pooled Investment Fund · group: Wcm

WCM Focused Global Growth Long-Short Offshore Fund Ltd.

Laguna Beach, CA · Apr 17, 2023 → Apr 16, 2024 · 2 filings
  • Apr 16, 2024 · D/A · $140,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 17, 2023 · D/A · $140,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $140M from 2 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WF
Pooled Investment Fund · group: Wcm

WCM Focused Global Growth Long-Short Fund L.P.

Laguna Beach, CA · Apr 17, 2023 → Apr 16, 2024 · 2 filings
  • Apr 16, 2024 · D/A · $227,886,001 sold of Indefinite · 8 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 17, 2023 · D/A · $227,886,001 sold of Indefinite · 8 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $227.9M from 8 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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 11

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

WI
Management entity

WCM Investment Management, LLC

Executive Officer, Promoter · 17 shared filings (17 issuers) · also on 5 other issuers

WCM Investment Management, LLC is on 22 issuers in total — a repeat sponsor. Their page lists every one.

WP
Management entity

WCM Partners X MM, LLC

Executive Officer · 8 shared filings (8 issuers)

WCM Partners X MM, LLC is on 8 issuers in total — a repeat sponsor. Their page lists every one.

WA
Management entity

WCM Altamar GP, LLC

Executive Officer, Promoter · 4 shared filings (4 issuers)

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

WB
Management entity

WCM Blluebird GP, LLC

Executive Officer · 1 shared filing (1 issuer)

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

WB
Management entity

WCM Bluebird GP, LLC

Promoter · 1 shared filing (1 issuer)

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

WE
Management entity

WCM Endurance GP, LLC

Executive Officer · 1 shared filing (1 issuer)

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

WC
Management entity

WCM Catalina GP, LLC

Executive Officer · 1 shared filing (1 issuer)

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

WF
Management entity

WCM Ferocity GP, LLC

Executive Officer · 1 shared filing (1 issuer)

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

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

SLOANE PAYNE

Executive Officer · 42 shared filings (26 issuers) · also on 5 other issuers

SLOANE PAYNE is on 31 issuers in total — a repeat sponsor. Their page lists every one.

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

PAUL R. BLACK

Executive Officer · 21 shared filings (7 issuers) · also on 1 other issuer

PAUL R. BLACK is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

MICHAEL TRIGG

Executive Officer · 20 shared filings (7 issuers) · also on 1 other issuer

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

The team behind the deals

W
Sponsor group

Wcm

33 issuers · 108 filings · $9.93B reported sold · 2010–2026

One team, 33 deal companies. David Joerger is listed on 26 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 Joerger.

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); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 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)

A person is never an adviser firm. 17 of the 26 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): WCM Partners X, LLC - Series X6, viaPhoton, WCM Partners X, LLC - Series X7, Blue Heavy Industries, WCM Partners X, LLC - Series X8, Crusoe, WCM Partners Catalina, LP, WCM Partners Ferocity, LP, WCM Partners X, LLC - Series X5, Hadrian Automation, WCM Partners X, LLC - Series X4, Databricks, WCM Partners X, LLC - Series X3, WCM Partners Endurance, LP, WCM Partners Bluebird Parallel, LP, WCM Partners X, LLC - Series X2, WCM Partners X, LLC - Series X1, WCM Partners Bluebird, LP, WCM Partners DB25 LP, WCM Partners SPV V LP, WCM Partners Altamar, LP, WCM Partners SPV IV LP.

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 Joerger 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 26 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David Joerger is listed on: none on file. No website or social profile named in WCM Focused International Growth Fund LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #31,413 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 (Laguna Beach, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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

Courts

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

Securities regulators

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

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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