PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:48 AM ET

Sponsor Check › Person

DK

David Kalis

Named as an officer, director or promoter on SEC Form D filings · IL · May 21, 2021 → Feb 15, 2024

2deals (issuers)
$500Kreported sold
7investors
4Form D filings
2021–2024years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:49 AM ET · SEC enforcement last checked: not yet

The short version

David Kalis is listed as an executive officer on 4 SEC Form D filings by 2 issuers between May 2021 and Feb 2024: Future Fund Advisors LLC (Chicago, IL — industry reported as "Other" — 2023–2024; $500K reported sold to 7 investors) and Future Fund Long/Short, LP (Chicago, IL — pooled investment fund — 2021–2022).

What this means 2 separate companies raised money with this person listed as executive officer, over about 3 years. Across those companies the filings report $500K sold in total.

Listed alongside Gary Black (4 shared filings), Future Fund Advisors, LLC (2 shared filings, management entity) and The Future Fund, LLC (2 shared filings, management entity).

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.

Public records searched: federal courts (CourtListener / RECAP), state securities regulators (AZ, CA, DE, TX, WA) — 7 court cases matching the name, 10 bankruptcy cases matching the name listed in Key records below. Not yet searched: SEC enforcement releases (search queued; results are added automatically).

What this means 17 records came back, including 2 court cases still open — open cases can take years and cost money. 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.

What the community is saying

Nothing found on Reddit, BiggerPockets or community forums for high-net-worth investors (searched Oct 24, 2026) — search queued; this line updates when it has run.

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

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

Kalis Solis v. Experian Information Solutions, Inc. open
District Court, C.D. California · No. 5:26-cv-00555 · Filed Feb 6, 2026 · Nature of suit: 480 Consumer Credit · Cause: 15:1681 Fair Credit Reporting Act
Role of Kalis Solis: Plaintiff · Outcome: Pending — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); surname only in the caption; court in CA (not a filing state)
Kalis v. Monsanto Company open
District Court, N.D. California · No. 3:24-cv-06649 · Filed Sep 23, 2024
Role of Kalis: Plaintiff · Outcome: Pending — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); surname only in the caption; court in CA (not a filing state)
Kalis v. Monsanto Company closed
District Court, E.D. Missouri · No. 4:24-cv-01150 · Filed Aug 22, 2024 · Closed Sep 17, 2024
Role of Kalis: Plaintiff · Outcome: Terminated 2024-09-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); surname only in the caption; court in MO (not a filing state)
Kalis v. Caliber Health Solutions, LLC closed
District Court, M.D. Florida · No. 8:21-cv-01426 · Filed Jun 11, 2021 · Closed May 11, 2022 · Nature of suit: 485 Telephone Consumer Protection Act (TCPA) · Cause: 47:227 Restrictions of Use of Telephone Equipment
Role of Kalis: Plaintiff · Outcome: Terminated 2022-05-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); surname only in the caption; court in FL (not a filing state)
American Traders, Inc. v. Kalis closed
District Court, N.D. Indiana · No. 2:20-cv-00355 · Filed Oct 5, 2020 · Closed May 17, 2021 · Nature of suit: 485 Telephone Consumer Protection Act (TCPA) · Cause: 47:227 Restrictions of Use of Telephone Equipment
Role of Kalis: Defendant · Outcome: Terminated 2021-05-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); surname only in the caption; court in IN (not a filing state)
Kalis v. G. Reynolds Sims & Associates, P.C. dismissed
District Court, E.D. Michigan · No. 1:12-cv-11176 · Filed Mar 16, 2012 · Closed Feb 7, 2013 · Nature of suit: 480 Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of Kalis: Plaintiff · Outcome: Terminated 2013-02-07 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); surname only in the caption; court in MI (not a filing state)
METMOR FIN INC v. KALIS,RAYMOND ETAL dismissed
District Court, N.D. Illinois · No. · Filed Mar 30, 1988 · Closed Apr 18, 1988 · Nature of suit: 220 Foreclosure
Role of KALIS,RAYMOND ETAL: Defendant · Outcome: Terminated 1988-04-18 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); different first name (raymond); court in the person's filing state (IL)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:49 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 yet searched. 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

Not yet searched — search queued

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. — not yet searched.

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: not yet searched.

SEC search queued. Results are added automatically.

3. Bankruptcies

10 cases: 10 closed (disposition not in docket feed)

David L Kalis, Jr. and Yvonne M. Kalis closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 17-15569 · Filed Aug 16, 2017 · Closed Dec 28, 2017
Role of David L Kalis, Jr.: Debtor · Outcome: Case closed 2017-12-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); first name matches; court in PA (not a filing state)
Caleb Neil Smith and Laura Kalis Smith closed
United States Bankruptcy Court, N.D. Texas · No. 13-35555 · Filed Oct 31, 2013 · Closed Jan 29, 2014
Role of Caleb Neil Smith and Laura Kalis Smith: Debtor · Outcome: Case closed 2014-01-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); different first name (laura); court in TX (not a filing state)
Derek J Kalis and Rebecca L Kalis closed
United States Bankruptcy Court, E.D. Michigan · No. 12-53138 · Filed May 25, 2012 · Closed Sep 10, 2012
Role of Derek J Kalis and Rebecca L Kalis: Debtor · Outcome: Case closed 2012-09-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); different first name (derek); court in MI (not a filing state)
Kalis v. SALLIE MAE INC closed
United States Bankruptcy Court, D. Minnesota · No. 09-03224 · Filed Dec 31, 2009 · Closed Sep 27, 2010
Role of Kalis: Plaintiff · Outcome: Case closed 2010-09-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); surname only in the caption; court in MN (not a filing state)
David John Kalis and Sara Beth Kalis closed
United States Bankruptcy Court, D. Minnesota · No. 08-35011 · Filed Sep 27, 2008 · Closed Nov 23, 2009
Role of David John Kalis and Sara Beth Kalis: Debtor · Outcome: Case closed 2009-11-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); different first name (john); court in MN (not a filing state)
Katnik-Kalis Corporation closed
United States Bankruptcy Court, E.D. Michigan · No. 06-22305 · Filed Dec 21, 2006 · Closed Aug 4, 2008
Role of Katnik-Kalis Corporation: Debtor · Outcome: Case closed 2008-08-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); different first name (katnik); court in MI (not a filing state)
David J Kalis and Myra L. Kalis closed
United States Bankruptcy Court, N.D. Illinois · No. 06-11799 · Filed Sep 19, 2006 · Closed Dec 29, 2006
Role of David J Kalis and Myra L. Kalis: Debtor · Outcome: Case closed 2006-12-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); first name matches; court in the person's filing state (IL)
Thomas Jeffry Byrne and Mary Elizabeth Kalis Byrne closed
United States Bankruptcy Court, E.D. Missouri · No. 01-49836 · Filed Sep 6, 2001 · Closed Jan 12, 2005
Role of Thomas Jeffry Byrne and Mary Elizabeth Kalis Byrne: Debtor · Outcome: Case closed 2005-01-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); different first name (elizabeth); court in MO (not a filing state)
David L. Kalis and Yvonne M. Kalis closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 00-20244 · Filed Jan 24, 2000 · Closed Aug 11, 2000
Role of David L. Kalis and Yvonne M. Kalis: Debtor · Outcome: Case closed 2000-08-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); first name matches; court in PA (not a filing state)
DAVID A KALIS closed
United States Bankruptcy Court, D. Minnesota · No. 92-33665 · Filed Jul 2, 1992 · Closed Dec 16, 1992
Role of DAVID A KALIS: Debtor · Outcome: Case closed 1992-12-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 31 federal dockets); first name matches; court in MN (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 yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:49 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 yet searched. 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

Not made for individual people — comparisons cover issuers and sponsor groups

5. Money to insiders

None reported on 4 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 15, 2024 D
Future Fund Advisors LLC
File 021-505384
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2023 D
Future Fund Advisors LLC
File 021-471562
$0$0$0None listed on this filingEDGAR ↗
May 27, 2022 D
Future Fund Long/Short, LP
File 021-447374
$0$0$0
The Investment Manager is entitled to receive a management fee and the General Partner is entitled to receive an incentive allocation, as described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
May 21, 2021 D
Future Fund Long/Short, LP
File 021-400241
$0$0$0
The Investment Manager is entitled to receive a management fee and the General Partner is entitled to receive an incentive allocation, as described in the Issuer's offering documents.
None listed on this filingEDGAR ↗

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 2

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

Investing

Future Fund Advisors LLC

Chicago, IL · Jan 24, 2023 → Feb 15, 2024 · 2 filings
  • Feb 15, 2024 · D · $150,000 sold of Indefinite · 2 investors · min. $10,000 · role: Executive Officer (Co-Managing Member of the Issuer) EDGAR ↗
  • Jan 24, 2023 · D · $10,000 sold of $5,000,000 · 1 investors · min. $10,000 · role: Executive Officer (Co-Managing Member of the Issuer) EDGAR ↗

Raised $500K from 7 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

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: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund

Future Fund Long/Short, LP

Chicago, IL · May 21, 2021 → May 27, 2022 · 2 filings
  • May 27, 2022 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer of the Investment Manager) EDGAR ↗
  • May 21, 2021 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer of the Investment Manager) EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer on 2 filings for this deal.

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 3

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

Management entity

The Future Fund, LLC

Executive Officer · 2 shared filings (1 issuer)

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

Management entity

Future Fund Advisors, LLC

Executive Officer · 2 shared filings (1 issuer)

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

Person

Gary Black

Executive Officer · 4 shared filings (2 issuers)

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

The team behind the deals

Same business address

10 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Chicago, IL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

No corrections have been requested for this page.

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

Request a correction

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

Add a response

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

Monitor this person

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