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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 Morrison

Named as an officer, director or promoter on SEC Form D filings · IN · Apr 27, 2023 → Apr 26, 2024

1deal (issuers)
$1.53Mreported sold
9investors
2Form D filings
2023–2024years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:54 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

David Morrison is listed as a director on 2 SEC Form D filings by 1 issuer between Apr 2023 and Apr 2024: PELOTON TACTICAL EQUITY FUND, LP (Indianapolis, IN — pooled investment fund — 2023–2024; $1.53M reported sold to 9 investors).

What this means One deal on file with the SEC. A Form D is the notice a company files after it starts selling a private investment — it is a notice, not an approval.

Listed alongside Matthew Bradley (2 shared filings), Peloton Capital Partners, LLC (2 shared filings, management entity) and Stephen Carr (2 shared filings).

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), 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 2 public filings for David Morrison and found 7 differences, 1 worth asking the sponsor about: Form D filed 2,338 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 Morrison has not run yet — it is joining a line of 17,922 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, 2:54 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 Morrison..

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, 2:54 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

7 differences found between the filings for David Morrison — 1 worth asking about (compared 2 filings on Oct 24, 2026)

Worth asking · Dec 1, 2016 – Apr 27, 2023

Form D filed 2,338 days after the first sale — PELOTON TACTICAL EQUITY FUND, LP

The filing says the first sale was Dec 1, 2016. The Form D was filed Apr 27, 2023 — 2,338 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2,323 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Sources
Note · Dec 1, 2016 – Apr 26, 2024

No amendment in the last 12 months on an offering that may still be open — PELOTON TACTICAL EQUITY FUND, LP (latest filing Apr 26, 2024)

The latest filing for this offering is dated Apr 26, 2024 (first sale Dec 1, 2016). It reports $1,533,000 sold of an indefinite amount 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.

Sources
Note · Jan 31, 2017 – Aug 21, 2023

Same name, different state: "David Morrison" (CA) is a separate record

This page covers filings where the address state is IN. A separate record, "David Morrison" with address state CA, is listed on 4 filings — most recently by Central Coast Ventures SLO, LLC (Aug 21, 2023). Both records have filings in the same period (Apr 27, 2023 to Aug 21, 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.

Sources
Note · Dec 9, 2020

Same name, different state: "David Victor Morrison" (TX) is a separate record

This page covers filings where the address state is IN. A separate record, "David Victor Morrison" with address state TX, is listed on 1 filing — most recently by Morf Worldwide Brands Inc (Dec 9, 2020). The two records do not overlap in time: this page runs Apr 27, 2023 to Apr 26, 2024; the other has one filing dated Dec 9, 2020.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Jul 16, 2019

Same name, different state: "David Morrison" (MA) is a separate record

This page covers filings where the address state is IN. A separate record, "David Morrison" with address state MA, is listed on 1 filing — most recently by TEGO INC (Jul 16, 2019). The two records do not overlap in time: this page runs Apr 27, 2023 to Apr 26, 2024; the other has one filing dated Jul 16, 2019.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Mar 12, 2010 – Mar 11, 2011

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

This page covers filings where the address state is IN. A separate record, "David Morrison" with address state NY, is listed on 3 filings — most recently by Prime Property Fund, LLC (Mar 11, 2011). The two records do not overlap in time: this page runs Apr 27, 2023 to Apr 26, 2024; the other runs Mar 12, 2010 to Mar 11, 2011.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Mar 22, 2010

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

This page covers filings where the address state is IN. A separate record, "David Neal Morrison" with address state NC, is listed on 1 filing — most recently by Pamlico Capital Management, LP (Mar 22, 2010). The two records do not overlap in time: this page runs Apr 27, 2023 to Apr 26, 2024; the other has one filing dated Mar 22, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

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

None reported on 1 offering — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 26, 2024 D/A
PELOTON TACTICAL EQUITY FUND, LP
File 021-480227
$0$0$0None 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 1

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

Pooled Investment Fund

PELOTON TACTICAL EQUITY FUND, LP

Indianapolis, IN · Apr 27, 2023 → Apr 26, 2024 · 2 filings
  • Apr 26, 2024 · D/A · $1,533,000 sold of Indefinite · 9 investors · min. $100,000 · role: Director (Manager of Issuer's General Partner) EDGAR ↗
  • Apr 27, 2023 · D · $1,533,000 sold of Indefinite · 9 investors · min. $100,000 · role: Director (Manager of Issuer's General Partner) EDGAR ↗

Raised $1.53M from 9 investors as of the latest filing. David is listed as director 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.

Other pages with the same name (7)

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

  • David Morrison — CA, 4 issuers, Jan 31, 2017 → Aug 21, 2023 · no shared issuer
  • David J. Morrison — NY, 2 issuers, Sep 9, 2015 → Jul 11, 2017 · no shared issuer
  • David Neal Morrison — NC, 1 issuer, Mar 22, 2010 → Mar 22, 2010 · no shared issuer
  • David Morrison — NY, 1 issuer, Mar 12, 2010 → Mar 11, 2011 · no shared issuer
  • David Morrison — MA, 1 issuer, Jul 16, 2019 → Jul 16, 2019 · no shared issuer
  • David Victor Morrison — TX, 1 issuer, Dec 9, 2020 → Dec 9, 2020 · no shared issuer
  • David Fred Morrison — CA, 1 issuer, Apr 12, 2018 → Apr 12, 2018 · no shared issuer

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

Peloton Capital Partners, LLC

Director · 2 shared filings (1 issuer)

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

MB
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Person

Matthew Bradley

Director · 2 shared filings (1 issuer)

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

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

Stephen Carr

Director · 2 shared filings (1 issuer)

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

Registrations and other filings

Adviser registration (Form ADV)

None of the 1 issuer 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 Morrison 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 1 issuer this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David Morrison is listed on: none on file. No website or social profile named in PELOTON TACTICAL EQUITY FUND, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #101,539 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 (Indianapolis, IN). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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