PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:35 AM ET

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David Stephen Morrow

Named as an officer, director or promoter on SEC Form D filings · TN · Sep 24, 2008 → Mar 4, 2025

2deals (issuers)
$121.4Mreported sold
243investors
23Form D filings
2008–2025years on file
Follow this personLook further ↓PDF

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

The short version

David Stephen Morrow is listed as an executive officer and director on 23 SEC Form D filings by 2 issuers between Sep 2008 and Mar 2025: NEWSOUTH SPECIAL EQUITIES L P (Memphis, TN — pooled investment fund — 2008–2025; $107.3M reported sold to 221 investors) and NEWSOUTH SPECIAL INCOME L P (Memphis, TN — pooled investment fund — 2008–2012; $14.1M reported sold to 22 investors).

What this means 2 separate companies raised money with this person listed as executive officer and director, over about 17 years. Across those companies the filings report $121.4M sold in total.

Listed alongside Paul Trowbridge Gillespie, Jr. (21 shared filings) and Patrick John Danehy (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.

All 2 issuers belong to the sponsor group Newsouth (2 issuers, $121.4M reported sold, 2008–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Newsouth has 2 companies on file and $121.4M 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 bankruptcy case matching the name listed in Key records below.

What this means 1 record 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 23 public filings for David Stephen Morrow and found 8 differences, 2 worth asking the sponsor about: Investor count went down between filings; 16 Form Ds were filed more than 15 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for David Stephen Morrow has not run yet — it is joining a line of 57,229 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 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 Stephen Morrow..

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

1 case: 1 closed (disposition not in docket feed)

DAVID W MORROW and BRENDA L MORROW closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:01-bk-13957 · Filed Dec 14, 2001 · Closed Aug 10, 2006
Role of DAVID W MORROW and BRENDA L MORROW: Debtor · Outcome: Case closed 2006-08-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 175 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (TN); middle initial differs
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

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

8 differences found between the filings for David Stephen Morrow — 2 worth asking about (compared 23 filings on Oct 24, 2026)

Worth asking · Mar 15, 2019 – Mar 18, 2019

Investor count went down between filings — NEWSOUTH SPECIAL EQUITIES L P

The Mar 15, 2019 filing reports 221 investors; the Mar 18, 2019 Form D/A reports 121 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 (earlier) · Mar 15, 2019 ↗Form D/A (later) · Mar 18, 2019 ↗NEWSOUTH SPECIAL EQUITIES L P — PartnerFacts page ↗
Sources
Note · Mar 27, 2012

David Stephen Morrow appears on 1 deal that stopped filing before reaching its target

NEWSOUTH SPECIAL INCOME L P (last filing Mar 27, 2012; $14,087,347 sold of $50,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

NEWSOUTH SPECIAL INCOME L P — PartnerFacts page ↗
Sources
Worth asking · Jan 2, 1990 – Mar 4, 2025

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

Form D filed 12,845 days after the first sale — NEWSOUTH SPECIAL EQUITIES L P · Form D filed 12,482 days after the first sale — NEWSOUTH SPECIAL EQUITIES L P · Form D filed 12,120 days after the first sale — NEWSOUTH SPECIAL EQUITIES L P · Form D filed 11,759 days after the first sale — NEWSOUTH SPECIAL EQUITIES L P · Form D filed 11,031 days after the first sale — NEWSOUTH SPECIAL EQUITIES L P · and 11 more

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

Form D · Mar 4, 2025 ↗NEWSOUTH SPECIAL EQUITIES L P — PartnerFacts page ↗Form D · Mar 6, 2024 ↗Form D · Mar 10, 2023 ↗
Sources
Note · Jan 2, 1990 – Mar 4, 2025

17 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 — NEWSOUTH SPECIAL EQUITIES L P (latest filing Mar 4, 2025) · No amendment in the last 12 months on an offering that may still be open — NEWSOUTH SPECIAL EQUITIES L P (latest filing Mar 6, 2024) · No amendment in the last 12 months on an offering that may still be open — NEWSOUTH SPECIAL EQUITIES L P (latest filing Mar 10, 2023) · No amendment in the last 12 months on an offering that may still be open — NEWSOUTH SPECIAL EQUITIES L P (latest filing Mar 14, 2022) · No amendment in the last 12 months on an offering that may still be open — NEWSOUTH SPECIAL EQUITIES L P (latest filing Mar 16, 2020) · and 12 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Mar 4, 2025 ↗NEWSOUTH SPECIAL EQUITIES L P — PartnerFacts page ↗Form D · Mar 6, 2024 ↗Form D · Mar 10, 2023 ↗
Sources
Note · Mar 24, 2015 – Mar 15, 2016

David Stephen Morrow's role changed at NEWSOUTH SPECIAL EQUITIES L P: executive officer, director → executive officer

The Mar 24, 2015 filing lists David Stephen Morrow as executive officer, director; the Mar 15, 2016 Form D lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Mar 24, 2015 ↗Form D · Mar 15, 2016 ↗David Stephen Morrow — PartnerFacts page ↗NEWSOUTH SPECIAL EQUITIES L P — PartnerFacts page ↗
Sources
Note · Sep 14, 2011 – Mar 27, 2012

Offering amount lowered between filings — NEWSOUTH SPECIAL INCOME L P

The Sep 14, 2011 filing says $50,000,000 offered; the Mar 27, 2012 Form D/A says $14,087,347.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Sep 14, 2011 ↗Form D/A (later) · Mar 27, 2012 ↗NEWSOUTH SPECIAL INCOME L P — PartnerFacts page ↗
Sources
Note · Jun 26, 2026

Same name, different state: "David Morrow" (AK) is a separate record

This page covers filings where the address state is TN. A separate record, "David Morrow" with address state AK, is listed on 2 filings — most recently by Surgery Center of Wasilla, LLC (Jun 26, 2026). The two records do not overlap in time: this page runs Sep 24, 2008 to Mar 4, 2025; the other has one filing dated Jun 26, 2026.

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.

David Morrow (AK) — PartnerFacts page ↗Form D · Jun 26, 2026 ↗Surgery Center of Wasilla, LLC — PartnerFacts page ↗David Stephen Morrow (TN) — this page ↗
Sources
Note · Nov 30, 2020 – Jan 24, 2022

Same name, different state: "David Morrow" (MI) is a separate record

This page covers filings where the address state is TN. A separate record, "David Morrow" with address state MI, is listed on 4 filings — most recently by Firefly Strategic Fund LLC - Venture Series II (Jan 24, 2022). Both records have filings in the same period (Nov 30, 2020 to Jan 24, 2022).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

David Morrow (MI) — PartnerFacts page ↗Form D · Jan 24, 2022 ↗Firefly Strategic Fund LLC - Venture Series II — PartnerFacts page ↗David Stephen Morrow (TN) — this page ↗
Sources
What is compared

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

5. Money to insiders

None reported on 18 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
Mar 4, 2025 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-539784
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the issuer's assets.Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service.
None listed on this filingEDGAR ↗
Mar 6, 2024 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-506819
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the issuer's assets.Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service.
None listed on this filingEDGAR ↗
Mar 10, 2023 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-475509
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the issuer's assets.Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service.
None listed on this filingEDGAR ↗
Mar 14, 2022 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-437113
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the issuer's assets.Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service.
None listed on this filingEDGAR ↗
Mar 16, 2020 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-362894
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Mar 18, 2019 D/A
NEWSOUTH SPECIAL EQUITIES L P
File 021-334954
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Mar 15, 2018 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-307783
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Mar 15, 2017 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-282571
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Mar 15, 2016 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-259337
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Mar 24, 2015 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-236550
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the Issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Mar 24, 2014 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-214090
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the Issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Mar 28, 2013 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-194144
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the Issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Mar 28, 2012 D/A
NEWSOUTH SPECIAL EQUITIES L P
File 021-165852
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the Issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Mar 27, 2012 D/A
NEWSOUTH SPECIAL INCOME L P
File 021-165846
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the Issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Sep 16, 2010 D
NEWSOUTH SPECIAL EQUITIES L P
File 021-147873
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the Issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Sep 16, 2010 D
NEWSOUTH SPECIAL INCOME L P
File 021-147876
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the Issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Sep 17, 2009 D/A
NEWSOUTH SPECIAL EQUITIES L P
File 021-85905-3A
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the Issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
None listed on this filingEDGAR ↗
Sep 17, 2009 D/A
NEWSOUTH SPECIAL INCOME L P
File 021-120797
$0$0$0
NewSouth Capital Management, Inc. is general partner and investment manager of the Issuer's assets. Pursuant to the terms of the investment management agreement, NewSouth Capital Management, Inc. receives an annual management fee for its advisory service
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 Stephen Morrow on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

NS
Pooled Investment Fund · group: Newsouth

NEWSOUTH SPECIAL EQUITIES L P

Memphis, TN · Sep 24, 2008 → Mar 4, 2025 · 18 filings
  • Mar 4, 2025 · D · $107,333,843 sold of $150,000,000 · 128 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager.) EDGAR ↗
  • Mar 6, 2024 · D · $105,852,985 sold of $150,000,000 · 126 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager.) EDGAR ↗
  • Mar 10, 2023 · D · $97,193,492 sold of $100,000,000 · 122 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager.) EDGAR ↗
  • Mar 14, 2022 · D · $96,193,492 sold of $100,000,000 · 121 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager.) EDGAR ↗
  • Mar 16, 2020 · D · $91,096,470 sold of $100,000,000 · 121 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Parnter of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Mar 18, 2019 · D/A · $88,089,243 sold of $100,000,000 · 121 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Parnter of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Mar 15, 2019 · D · $88,089,243 sold of $100,000,000 · 221 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Parnter of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Mar 15, 2018 · D · $82,060,900 sold of $100,000,000 · 119 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Parnter of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Mar 15, 2017 · D · $81,460,900 sold of $100,000,000 · 118 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Parnter of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Mar 15, 2016 · D · $77,610,900 sold of $100,000,000 · 115 investors · min. $500,000 · role: Executive Officer (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Parnter of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Mar 24, 2015 · D · $69,860,900 sold of $100,000,000 · 113 investors · min. $500,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Mar 24, 2014 · D · $69,860,900 sold of $100,000,000 · 113 investors · min. $500,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Mar 28, 2013 · D · $69,110,900 sold of $100,000,000 · 111 investors · min. $500,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Mar 28, 2012 · D/A · $65,736,356 sold of $100,000,000 · 103 investors · min. $500,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Sep 14, 2011 · D · $64,536,356 sold of $100,000,000 · 102 investors · min. $500,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Sep 16, 2010 · D · $63,536,356 sold of $100,000,000 · 100 investors · min. $500,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Sep 17, 2009 · D/A · $61,536,356 sold of $100,000,000 · 99 investors · min. $500,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager of its assets.) EDGAR ↗
  • Sep 24, 2008 · D/A · $61,511,356 sold of $100,000,000 · 99 investors · min. $500,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and Investment Manager of its assets.) EDGAR ↗

Raised $107.3M from 221 investors (72% of the $150M target) as of the latest filing. David is listed as executive officer, director on 18 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.

NS
Pooled Investment Fund · group: Newsouth

NEWSOUTH SPECIAL INCOME L P

Memphis, TN · Sep 24, 2008 → Mar 27, 2012 · 5 filings
  • Mar 27, 2012 · D/A · $14,087,347 sold of $14,087,347 · 22 investors · min. $250,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and investment manager of its assets.) EDGAR ↗
  • Sep 14, 2011 · D · $14,087,347 sold of $50,000,000 · 22 investors · min. $250,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and investment manager of its assets.) EDGAR ↗
  • Sep 16, 2010 · D · $14,087,347 sold of $50,000,000 · 22 investors · min. $250,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and investment manager of its assets.) EDGAR ↗
  • Sep 17, 2009 · D/A · $13,687,347 sold of $50,000,000 · 22 investors · min. $250,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and investment manager of its assets.) EDGAR ↗
  • Sep 24, 2008 · D/A · $13,087,347 sold of $50,000,000 · 21 investors · min. $250,000 · role: Executive Officer, Director (Mr. Morrow is an executive officer and director of NewSouth Capital Management, Inc., General Partner of the Issuer and investment manager of its assets.) EDGAR ↗

Raised $14.1M from 22 investors (100% of the $14.1M target) as of the latest filing. David is listed as executive officer, director on 5 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.

Other pages with the same name (2)

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

  • David Morrow — MI, 3 issuers, Nov 30, 2020 → Jan 24, 2022 · no shared issuer
  • David Morrow — AK, 1 issuer, Jun 26, 2026 → Jun 26, 2026 · no shared issuer

People around David 2

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

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

Paul Trowbridge Gillespie, Jr.

Executive Officer, Director · 21 shared filings (2 issuers)

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

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

Patrick John Danehy

Executive Officer · 2 shared filings (1 issuer)

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

The team behind the deals

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Sponsor group

Newsouth

2 issuers · 23 filings · $121.4M reported sold · 2008–2025

One team, 2 deal companies. David Stephen Morrow is listed on 2 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name David Stephen Morrow.

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)

None of the 2 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to David Stephen Morrow 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 2 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David Stephen Morrow is listed on: none on file. No website or social profile named in NEWSOUTH SPECIAL EQUITIES L P's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #76,673 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

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Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Davidson County TN Circuit Court Clerk case search ↗

Securities regulators

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

Business registries

Tennessee Secretary of State business search ↗OpenCorporates ↗

Change history

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