Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:44 AM ET

Sponsor Check › Person

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ERIC J. LEE

Named as an officer, director or promoter on SEC Form D filings · NY, CA, GA, ID · Mar 10, 2011 → Apr 28, 2023

11deals (issuers)

$5.81Breported sold

896investors

31Form D filings

2011–2023years on file

Follow this person Look further ↓PDF

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

The short version

ERIC J. LEE is listed as an executive officer, director, and promoter on 31 SEC Form D filings by 11 issuers between Mar 2011 and May 2025. Largest by amount reported sold: WCAS XIII, L.P. (New York, NY — pooled investment fund — 2018–2019; $3.73B reported sold to 135 investors), Carbon Analytics Holdings LLC (New York, NY — industry reported as "Other" — 2016; $662.5M reported sold to 21 investors), Triple Point Group Holdings, Inc. (Westport, CT — industry reported as "Other" — 2011–2012; $297.2M reported sold to 21 investors), WCAS XIV Co-Investors I LLC (New York, NY — pooled investment fund — 2022–2023; $264.4M reported sold to 91 investors), Clearwater Analytics Holdings, Inc. (Boise, ID — other technology — 2025; $261.8M reported sold to 95 investors) and 6 more (all listed below).

What this means That is a lot of deals — 11 separate companies raised money with this person listed as executive officer, director, and promoter, over about 14 years. Across those companies the filings report $5.81B sold in total.

Listed alongside D. SCOTT MACKESY (15 shared filings), JONATHAN M. RATHER (14 shared filings), MICHAEL E. DONOVAN (14 shared filings), SEAN M. TRAYNOR (14 shared filings), THOMAS A. SCULLY (14 shared filings) and 55 others.

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

7 of the issuers belong to the sponsor group Wcas (10 issuers, $5.8B reported sold, 2010–2023).

What this means A sponsor group is one team that sets up a new company for each deal. Wcas has 10 companies on file and $5.8B 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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 2 court cases matching the name, 39 bankruptcy cases matching the name listed in Key records below.

What this means 41 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 31 public filings for ERIC J. LEE and found 12 differences, 1 worth asking the sponsor about: 5 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 ERIC J. LEE has not run yet — it is joining a line of 26,532 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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

2 cases: 2 dismissed

Eric Lee v. Legal Recovery Law Offices Inc dismissed

District Court, C.D. California · No. 5:10-cv-01586 · Filed Oct 15, 2010 · Closed Jul 18, 2011 · Nature of suit: 890 Other Statutory Actions · Cause: 15:1692 Fair Debt Collection Act

Role of Eric Lee: Plaintiff · Outcome: Terminated 2011-07-18 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

In Re: Eric Lee v. NULL dismissed

District Court, C.D. California · No. 2:98-cv-00063 · Filed Jan 6, 1998 · Closed Nov 9, 1998 · Nature of suit: 890 Other statutory actions

Role of Eric Lee: Plaintiff · Outcome: Terminated 1998-11-09 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

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, 2:23 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: VA (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 ERIC J. LEE..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

39 cases: 2 open, 37 closed (disposition not in docket feed)

Eric Lee open

United States Bankruptcy Court, S.D. New York · No. 26-35197 · Filed Feb 27, 2026

Role of Eric Lee: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)

Kelly Ann Lee and Eric T Lee open

United States Bankruptcy Court, D. Connecticut · No. 25-21041 · Filed Oct 3, 2025

Role of Eric T Lee: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CT); middle initial differs

Eric S Lee and Young H Lee closed

United States Bankruptcy Court, C.D. California · No. 2:20-bk-15512 · Filed Jun 19, 2020 · Closed Sep 29, 2020

Role of Eric S Lee and Young H Lee: Debtor · Outcome: Case closed 2020-09-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 8:19-bk-13861 · Filed Oct 2, 2019 · Closed Jan 22, 2020

Role of Eric Lee: Debtor · Outcome: Case closed 2020-01-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 2:18-bk-14119 · Filed Apr 12, 2018 · Closed May 2, 2018

Role of Eric Lee: Debtor · Outcome: Case closed 2018-05-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 2:17-bk-21615 · Filed Sep 21, 2017 · Closed Oct 25, 2017

Role of Eric Lee: Debtor · Outcome: Case closed 2017-10-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric J. Lee closed

United States Bankruptcy Court, N.D. Georgia · No. 15-50170 · Filed Jan 4, 2015 · Closed Sep 8, 2016

Role of Eric J. Lee: Debtor · Outcome: Case closed 2016-09-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (GA)

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 6:14-bk-21747 · Filed Sep 18, 2014 · Closed Dec 19, 2014

Role of Eric Lee: Debtor · Outcome: Case closed 2014-12-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric Lee closed

United States Bankruptcy Court, D. Connecticut · No. 14-51293 · Filed Aug 21, 2014 · Closed Mar 1, 2016

Role of Eric Lee: Debtor · Outcome: Case closed 2016-03-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CT)

Eric Lee closed

United States Bankruptcy Court, S.D. Georgia · No. 14-41203 · Filed Jul 30, 2014 · Closed Aug 24, 2015

Role of Eric Lee: Debtor · Outcome: Case closed 2015-08-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (GA)

Eric T. Lee and Tina R. Lee closed

United States Bankruptcy Court, C.D. California · No. 6:13-bk-30479 · Filed Dec 27, 2013 · Closed Apr 8, 2014

Role of Eric T. Lee and Tina R. Lee: Debtor · Outcome: Case closed 2014-04-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs

Eric Q Lee and Paulina Trang Vu closed

United States Bankruptcy Court, C.D. California · No. 8:11-bk-10128 · Filed Jan 5, 2011 · Closed May 17, 2011

Role of Eric Q Lee and Paulina Trang Vu: Debtor · Outcome: Case closed 2011-05-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 8:10-bk-27697 · Filed Dec 16, 2010 · Closed Apr 7, 2017

Role of Eric Lee: Debtor · Outcome: Case closed 2017-04-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 6:10-bk-30257 · Filed Jun 30, 2010 · Closed Nov 8, 2010

Role of Eric Lee: Debtor · Outcome: Case closed 2010-11-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric J. Lee and Lisa S. Lee closed

United States Bankruptcy Court, M.D. Georgia · No. 10-52042 · Filed Jun 30, 2010 · Closed Feb 28, 2011

Role of Eric J. Lee and Lisa S. Lee: Debtor · Outcome: Case closed 2011-02-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (GA)

Eric H Lee and Minjung Kim Lee closed

United States Bankruptcy Court, C.D. California · No. 2:09-bk-45996 · Filed Dec 18, 2009 · Closed Apr 26, 2010

Role of Eric H Lee and Minjung Kim Lee: Debtor · Outcome: Case closed 2010-04-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs

Eric Lee and Tammy Lee closed

United States Bankruptcy Court, E.D. California · No. 09-33151 · Filed Jun 25, 2009 · Closed Jan 2, 2013

Role of Eric Lee and Tammy Lee: Debtor · Outcome: Case closed 2013-01-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs

Eric Lee and Tammy Lee closed

United States Bankruptcy Court, E.D. California · No. 08-36941 · Filed Nov 19, 2008 · Closed Jul 30, 2009

Role of Eric Lee and Tammy Lee: Debtor · Outcome: Case closed 2009-07-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs

Eric A. Lee and Kristen A. Lee closed

United States Bankruptcy Court, S.D. California · No. 08-01459 · Filed Feb 26, 2008 · Closed May 6, 2008

Role of Eric A. Lee and Kristen A. Lee: Debtor · Outcome: Case closed 2008-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 8:07-bk-12878 · Filed Sep 11, 2007 · Closed Jan 14, 2008

Role of Eric Lee: Debtor · Outcome: Case closed 2008-01-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric J. Lee closed

United States Bankruptcy Court, S.D. Georgia · No. 07-11408 · Filed Aug 13, 2007 · Closed May 6, 2010

Role of Eric J. Lee: Debtor · Outcome: Case closed 2010-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (GA)

Eric C. Lee closed

United States Bankruptcy Court, E.D. California · No. 07-11981 · Filed Jul 5, 2007 · Closed Oct 18, 2007

Role of Eric C. Lee: Debtor · Outcome: Case closed 2007-10-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs

Eric F. Lee closed

United States Bankruptcy Court, W.D. New York · No. 2-05-22363 · Filed May 12, 2005 · Closed Sep 13, 2005

Role of Eric F. Lee: Debtor · Outcome: Case closed 2005-09-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs

Eric Lee closed

United States Bankruptcy Court, E.D. New York · No. 1-05-17538 · Filed May 10, 2005 · Closed Dec 5, 2005

Role of Eric Lee: Debtor · Outcome: Case closed 2005-12-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)

Eric Lee closed

United States Bankruptcy Court, S.D. New York · No. 04-42106 · Filed Jul 16, 2004 · Closed Oct 6, 2005

Role of Eric Lee: Debtor · Outcome: Case closed 2005-10-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)

Eric T. Lee and Kelly A. Lee closed

United States Bankruptcy Court, D. Connecticut · No. 03-21899 · Filed Jun 18, 2003 · Closed Oct 8, 2003

Role of Eric T. Lee and Kelly A. Lee: Debtor · Outcome: Case closed 2003-10-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CT); middle initial differs

Eric Lee closed

United States Bankruptcy Court, S.D. New York · No. 02-14251 · Filed Aug 30, 2002 · Closed Jan 6, 2003

Role of Eric Lee: Debtor · Outcome: Case closed 2003-01-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)

Eric S. Lee closed

United States Bankruptcy Court, N.D. Georgia · No. 01-42057 · Filed Sep 20, 2001 · Closed Jun 18, 2002

Role of Eric S. Lee: Debtor · Outcome: Case closed 2002-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (GA); middle initial differs

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 2:01-bk-12941 · Filed Feb 2, 2001 · Closed Apr 4, 2001

Role of Eric Lee: Debtor · Outcome: Case closed 2001-04-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric Lee and Ramona Lee closed

United States Bankruptcy Court, D. Connecticut · No. 99-23954 · Filed Dec 15, 1999 · Closed Apr 27, 2000

Role of Eric Lee and Ramona Lee: Debtor · Outcome: Case closed 2000-04-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CT); middle initial differs

Eric Lee closed

United States Bankruptcy Court, N.D. Georgia · No. 99-73498 · Filed Sep 13, 1999 · Closed Jan 26, 2000

Role of Eric Lee: Debtor · Outcome: Case closed 2000-01-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (GA)

Eric R. Lee closed

United States Bankruptcy Court, S.D. Georgia · No. 99-50088 · Filed Feb 3, 1999 · Closed Jun 18, 1999

Role of Eric R. Lee: Debtor · Outcome: Case closed 1999-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (GA); middle initial differs

Eric J. Lee closed

United States Bankruptcy Court, S.D. California · No. 98-06915 · Filed May 13, 1998 · Closed Aug 27, 1998

Role of Eric J. Lee: Debtor · Outcome: Case closed 1998-08-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric K S Lee closed

United States Bankruptcy Court, D. Idaho · No. 98-01038 · Filed Apr 3, 1998 · Closed Jul 27, 1998

Role of Eric K S Lee: Debtor · Outcome: Case closed 1998-07-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (ID); middle initial differs

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 8:97-bk-16939 · Filed May 6, 1997 · Closed Oct 14, 1997

Role of Eric Lee: Debtor · Outcome: Case closed 1997-10-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric Lee and Hui Yin Li closed

United States Bankruptcy Court, E.D. New York · No. 1-97-11506 · Filed Feb 12, 1997 · Closed Mar 2, 1998

Role of Eric Lee and Hui Yin Li: Debtor · Outcome: Case closed 1998-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs

Eric Lee and Kristen Lee closed

United States Bankruptcy Court, S.D. California · No. 94-09401 · Filed Aug 31, 1994 · Closed Apr 14, 1995

Role of Eric Lee and Kristen Lee: Debtor · Outcome: Case closed 1995-04-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs

Eric Lee closed

United States Bankruptcy Court, C.D. California · No. 1:91-bk-63425 · Filed Feb 4, 1991 · Closed Mar 13, 1996

Role of Eric Lee: Debtor · Outcome: Case closed 1996-03-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)

Eric A. Lee closed

United States Bankruptcy Court, S.D. Georgia · No. 90-40984 · Filed May 29, 1990 · Closed Sep 11, 1990

Role of Eric A. Lee: Debtor · Outcome: Case closed 1990-09-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 265 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (GA); 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, 2:23 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.

4. Differences between public sources

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

12 differences found between the filings for ERIC J. LEE — 1 worth asking about (compared 31 filings on Oct 24, 2026)

Note · Sep 13, 2023

ERIC J. LEE appears on 1 deal that stopped filing before reaching its target

Revel Systems, Inc. (last filing Sep 13, 2023; $34,999,998 sold of $70,000,000). 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.

Revel Systems, Inc. — PartnerFacts page ↗

Sources

Revel Systems, Inc. — PartnerFacts page ↗ (Sep 13, 2023)

Worth asking · Sep 9, 2011 – Jan 11, 2019

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

Form D filed 81 days after the first sale — Revel Systems, Inc. · Form D filed 115 days after the first sale — WCAS XII Co-Investors LLC · Form D filed 18 days after the first sale — Revel Systems, Inc. · Form D filed 30 days after the first sale — WILDCAT CLO LLC · Form D filed 18 days after the first sale — Senova Systems, Inc.

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 · Jan 11, 2019 ↗Revel Systems, Inc. — PartnerFacts page ↗Form D · Dec 3, 2015 ↗WCAS XII Co-Investors LLC — PartnerFacts page ↗

Sources

Form D · Jan 11, 2019 ↗ (Jan 11, 2019)
Revel Systems, Inc. — PartnerFacts page ↗ (Sep 13, 2023)
Form D · Dec 3, 2015 ↗ (Dec 3, 2015)
WCAS XII Co-Investors LLC — PartnerFacts page ↗ (Dec 5, 2016)
Form D · Feb 21, 2017 ↗ (Feb 21, 2017)
Form D · Jul 24, 2014 ↗ (Jul 24, 2014)
WILDCAT CLO LLC — PartnerFacts page ↗ (Aug 27, 2015)
Form D · Sep 27, 2011 ↗ (Sep 27, 2011)

Note · Sep 9, 2011 – May 12, 2025

10 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 — Clearwater Analytics Holdings, Inc. (latest filing May 12, 2025) · No amendment in the last 12 months on an offering that may still be open — Revel Systems, Inc. (latest filing Sep 13, 2023) · No amendment in the last 12 months on an offering that may still be open — WCAS XIV Co-Investors I LLC (latest filing Apr 28, 2023) · No amendment in the last 12 months on an offering that may still be open — Revel Systems, Inc. (latest filing Apr 23, 2021) · No amendment in the last 12 months on an offering that may still be open — WCAS XIII Co-Investors LLC (latest filing Apr 16, 2019) · and 5 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 · May 12, 2025 ↗Clearwater Analytics Holdings, Inc. — PartnerFacts page ↗Form D/A · Sep 13, 2023 ↗Revel Systems, Inc. — PartnerFacts page ↗

Sources

Form D · May 12, 2025 ↗ (May 12, 2025)
Clearwater Analytics Holdings, Inc. — PartnerFacts page ↗ (May 12, 2025)
Form D/A · Sep 13, 2023 ↗ (Sep 13, 2023)
Revel Systems, Inc. — PartnerFacts page ↗ (Sep 13, 2023)
Form D/A · Apr 28, 2023 ↗ (Apr 28, 2023)
WCAS XIV Co-Investors I LLC — PartnerFacts page ↗ (Apr 28, 2023)
Form D/A · Apr 23, 2021 ↗ (Apr 23, 2021)
Form D · Apr 16, 2019 ↗ (Apr 16, 2019)

Note · Mar 10, 2011 – Mar 11, 2013

ERIC J. LEE's role changed at WILDCAT CLO LLC: executive officer, director, promoter → executive officer, promoter

The Mar 10, 2011 filing lists ERIC J. LEE as executive officer, director, promoter; the Mar 11, 2013 Form D lists executive officer, promoter.

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 10, 2011 ↗Form D · Mar 11, 2013 ↗ERIC J. LEE — PartnerFacts page ↗WILDCAT CLO LLC — PartnerFacts page ↗

Sources

Form D · Mar 10, 2011 ↗ (Mar 10, 2011)
Form D · Mar 11, 2013 ↗ (Mar 11, 2013)
ERIC J. LEE — PartnerFacts page ↗
WILDCAT CLO LLC — PartnerFacts page ↗ (Aug 27, 2015)

Note · Jan 19, 2021 – Apr 23, 2021

Offering amount changed between filings — Revel Systems, Inc.

The Jan 19, 2021 filing says $15,211,457 offered; the Apr 23, 2021 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jan 19, 2021 ↗Form D/A (later) · Apr 23, 2021 ↗Revel Systems, Inc. — PartnerFacts page ↗

Sources

Form D (earlier) · Jan 19, 2021 ↗ (Jan 19, 2021)
Form D/A (later) · Apr 23, 2021 ↗ (Apr 23, 2021)
Revel Systems, Inc. — PartnerFacts page ↗ (Sep 13, 2023)

Note · Nov 7, 2018 – Jul 29, 2019

Offering amount changed between filings — WCAS XIII Feeder Fund, L.P.

The Nov 7, 2018 filing says an indefinite amount offered; the Jul 29, 2019 Form D/A says $87,500,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Nov 7, 2018 ↗Form D/A (later) · Jul 29, 2019 ↗WCAS XIII Feeder Fund, L.P. — PartnerFacts page ↗

Sources

Form D (earlier) · Nov 7, 2018 ↗ (Nov 7, 2018)
Form D/A (later) · Jul 29, 2019 ↗ (Jul 29, 2019)
WCAS XIII Feeder Fund, L.P. — PartnerFacts page ↗ (Jul 29, 2019)

Note · Nov 7, 2018 – Jul 29, 2019

Offering amount changed between filings — WCAS XIII, L.P.

The Nov 7, 2018 filing says an indefinite amount offered; the Jul 29, 2019 Form D/A says $3,726,893,788.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Nov 7, 2018 ↗Form D/A (later) · Jul 29, 2019 ↗WCAS XIII, L.P. — PartnerFacts page ↗

Sources

Form D/A (earlier) · Nov 7, 2018 ↗ (Nov 7, 2018)
Form D/A (later) · Jul 29, 2019 ↗ (Jul 29, 2019)
WCAS XIII, L.P. — PartnerFacts page ↗ (Jul 29, 2019)

Note · Mar 10, 2011 – Sep 27, 2011

ERIC J. LEE is written 2 different ways on the filings

listed as "Eric J. Lee" on 18 filings (from Mar 10, 2011), and "Eric Lee" on 13 filings (from Sep 27, 2011).

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 · Mar 10, 2011 ↗Form D · Sep 27, 2011 ↗ERIC J. LEE — PartnerFacts page ↗

Sources

Note · Mar 10, 2011 – Mar 11, 2013

Industry group changed between filings — WILDCAT CLO LLC

"Other" (Mar 10, 2011); then "Pooled Investment Fund" (Mar 11, 2013 to Aug 27, 2015).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Mar 10, 2011 ↗Form D · Mar 11, 2013 ↗WILDCAT CLO LLC — PartnerFacts page ↗

Sources

Form D · Mar 10, 2011 ↗ (Mar 10, 2011)
Form D · Mar 11, 2013 ↗ (Mar 11, 2013)
WILDCAT CLO LLC — PartnerFacts page ↗ (Aug 27, 2015)

Note · Nov 5, 2021

Same name, different state: "Eric Lee" (CT) is a separate record

This page covers filings where the address state is NY or CA or GA or ID. A separate record, "Eric Lee" with address state CT, is listed on 1 filing — most recently by Pepe's of Broward, LLC (Nov 5, 2021). Both records have filings in the same period (Nov 5, 2021).

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.

Eric Lee (CT) — PartnerFacts page ↗Form D · Nov 5, 2021 ↗Pepe's of Broward, LLC — PartnerFacts page ↗ERIC J. LEE (NY,CA,GA,ID) — this page ↗

Sources

Eric Lee (CT) — PartnerFacts page ↗ (Nov 5, 2021)
Form D · Nov 5, 2021 ↗ (Nov 5, 2021)
Pepe's of Broward, LLC — PartnerFacts page ↗ (Nov 5, 2021)
ERIC J. LEE (NY,CA,GA,ID) — this page ↗ (Apr 28, 2023)

Note · Jan 11, 2019 – Sep 13, 2019

Address moved from San Francisco, CA to Atlanta, GA — Revel Systems, Inc.

The people listed on the Jan 11, 2019 filing give San Francisco, CA; on the Sep 13, 2019 filing they give Atlanta, GA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Jan 11, 2019 ↗Form D/A · Sep 13, 2019 ↗Revel Systems, Inc. — PartnerFacts page ↗

Sources

Form D · Jan 11, 2019 ↗ (Jan 11, 2019)
Form D/A · Sep 13, 2019 ↗ (Sep 13, 2019)
Revel Systems, Inc. — PartnerFacts page ↗ (Sep 13, 2023)

Note · Mar 10, 2011 – May 12, 2025

ERIC J. LEE is listed with 4 different address states: NY, CA, GA, ID

NY on 18 filings (Mar 10, 2011 to Apr 28, 2023); CA on 5 filings (Sep 27, 2011 to Jan 11, 2019); GA on 7 filings (Sep 13, 2019 to Sep 13, 2023); ID on 1 filing (May 12, 2025).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · Mar 10, 2011 ↗Form D · Sep 27, 2011 ↗Form D/A · Sep 13, 2019 ↗Form D · May 12, 2025 ↗

Sources

Form D · Mar 10, 2011 ↗ (Mar 10, 2011)
Form D · Sep 27, 2011 ↗ (Sep 27, 2011)
Form D/A · Sep 13, 2019 ↗ (Sep 13, 2019)
Form D · May 12, 2025 ↗ (May 12, 2025)

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

1 of 18 offerings reports sales commissions totalling $9,565,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)	Sales commissions	Finder's fees	To insiders	Paid to sell it	Source
May 12, 2025 D Clearwater Analytics Holdings, Inc. File 021-545822	$0	$0	$0	None listed on this filing	EDGAR ↗
Sep 13, 2023 D/A Revel Systems, Inc. File 021-321396	$0	$0	$0	None listed on this filing	EDGAR ↗
Apr 28, 2023 D/A WCAS XIV Co-Investors I LLC File 021-434417	$0	$0	$0	None listed on this filing	EDGAR ↗
Apr 23, 2021 D/A Revel Systems, Inc. File 021-386615	$0	$0	$0	None listed on this filing	EDGAR ↗
Jul 29, 2019 D/A WCAS XIII, L.P. File 021-318656	$9,565,000	$0	$0	PROBITAS FUNDS GROUP, LLC BrokerCheck CRD 115876 ↗ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗ ASANTE CAPITAL GROUP ADVISORS LLC BrokerCheck CRD 155178 ↗ KOREA INVESTMENT & SECURITIES AMERICA, INC BrokerCheck CRD 104158 ↗	EDGAR ↗
Jul 29, 2019 D/A WCAS XIII Feeder Fund, L.P. File 021-325313	$0	$0	$0	None listed on this filing	EDGAR ↗
Apr 16, 2019 D WCAS XIII Co-Investors LLC File 021-337470	$0	$0	$0	None listed on this filing	EDGAR ↗
Jan 11, 2019 D Revel Systems, Inc. File 021-330250	$0	$0	$0	None listed on this filing	EDGAR ↗
Jul 16, 2018 D Revel Systems, Inc. File 021-316979	$0	$0	$0	None listed on this filing	EDGAR ↗
Feb 21, 2017 D Revel Systems, Inc. File 021-280992	$0	$0	$0	None listed on this filing	EDGAR ↗
Dec 5, 2016 D/A WCAS XII Co-Investors LLC File 021-252344	$0	$0	$0	None listed on this filing	EDGAR ↗
Oct 28, 2016 D/A Carbon Analytics Holdings LLC File 021-270840	$0	$0	$0	None listed on this filing	EDGAR ↗
Aug 27, 2015 D/A WILDCAT CLO LLC File 021-221724	$0	$0	$0	None listed on this filing	EDGAR ↗
Mar 11, 2013 D WILDCAT CLO LLC File 021-193043	$0	$0	$0	None listed on this filing	EDGAR ↗
May 22, 2012 D Triple Point Group Holdings, Inc. File 021-178602	$0	$0	$0	None listed on this filing	EDGAR ↗
Nov 9, 2011 D Triple Point Group Holdings, Inc. File 021-168472	$0	$0	$0	None listed on this filing	EDGAR ↗
Sep 27, 2011 D Senova Systems, Inc. File 021-166410	$0	$0	$0 (est.)	None listed on this filing	EDGAR ↗
Mar 10, 2011 D WILDCAT CLO LLC File 021-156517	$0	$0	$0	None listed on this filing	EDGAR ↗

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 11

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

Other Technology

Clearwater Analytics Holdings, Inc.

Boise, ID · May 12, 2025

May 12, 2025 · D · $261,810,139 sold of Indefinite · 95 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $261.8M from 95 investors as of the latest filing. Eric is listed as director.

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: Other Technology / 506(b) (17,390 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 Technology

Revel Systems, Inc.

Atlanta, GA · Feb 21, 2017 → Sep 13, 2023 · 11 filings

Sep 13, 2023 · D/A · $14,843,576 sold of Indefinite · 75 investors · min. No minimum reported · role: Director EDGAR ↗
Sep 13, 2022 · D/A · $14,843,576 sold of Indefinite · 75 investors · min. No minimum reported · role: Director EDGAR ↗
Sep 13, 2021 · D/A · $13,073,808 sold of Indefinite · 58 investors · min. No minimum reported · role: Director EDGAR ↗
Apr 23, 2021 · D/A · $15,326,832 sold of Indefinite · 15 investors · min. No minimum reported · role: Director EDGAR ↗
Jan 19, 2021 · D · $15,211,457 sold of $15,211,457 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
Sep 10, 2020 · D/A · $11,510,443 sold of Indefinite · 48 investors · min. No minimum reported · role: Director EDGAR ↗
Sep 13, 2019 · D/A · $10,105,300 sold of Indefinite · 22 investors · min. No minimum reported · role: Director EDGAR ↗
Jan 11, 2019 · D · $20,803,977 sold of $22,271,983 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
Sep 14, 2018 · D · $3,962,966 sold of Indefinite · 13 investors · min. No minimum reported · role: Director EDGAR ↗
Jul 16, 2018 · D · $5,304,010 sold of $6,304,010 · 2 investors · min. No minimum reported · role: Director EDGAR ↗
Feb 21, 2017 · D · $34,999,998 sold of $70,000,000 · 10 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $35M from 75 investors as of the latest filing. Eric is listed as director on 11 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Wcas

WCAS XIV Co-Investors I LLC

New York, NY · Feb 22, 2022 → Apr 28, 2023 · 2 filings

Apr 28, 2023 · D/A · $264,366,250 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Feb 22, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $264.4M from 91 investors as of the latest filing. Eric 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.

Pooled Investment Fund · group: Wcas

WCAS XIII Feeder Fund, L.P.

New York, NY · Nov 7, 2018 → Jul 29, 2019 · 2 filings

Jul 29, 2019 · D/A · $87,500,000 sold of $87,500,000 · 216 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 7, 2018 · D · $78,525,000 sold of Indefinite · 194 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $87.5M from 216 investors (100% of the $87.5M target) as of the latest filing. Eric 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.

Pooled Investment Fund · group: Wcas

WCAS XIII, L.P.

New York, NY · Aug 7, 2018 → Jul 29, 2019 · 3 filings

Jul 29, 2019 · D/A · $3,726,893,788 sold of $3,726,893,788 · 135 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 7, 2018 · D/A · $2,982,760,350 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Aug 7, 2018 · D · $2,433,116,232 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.73B from 135 investors (100% of the $3.73B target) as of the latest filing. Eric 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.

Pooled Investment Fund · group: Wcas

WCAS XIII Co-Investors LLC

New York, NY · Apr 16, 2019

Apr 16, 2019 · D · $254,506,000 sold of Indefinite · 109 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $254.5M from 109 investors as of the latest filing. Eric 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.

Pooled Investment Fund · group: Wcas

WCAS XII Co-Investors LLC

New York, NY · Dec 3, 2015 → Dec 5, 2016 · 2 filings

Dec 5, 2016 · D/A · $181,933,500 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Dec 3, 2015 · D · $180,613,500 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $181.9M from 77 investors as of the latest filing. Eric 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.

Other · group: Wcas

Carbon Analytics Holdings LLC

New York, NY · Sep 16, 2016 → Oct 28, 2016 · 2 filings

Oct 28, 2016 · D/A · $662,512,368 sold of $662,512,368 · 21 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
Sep 16, 2016 · D · $0 sold of $662,512,368 · 21 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $662.5M from 21 investors (100% of the $662.5M target) as of the latest filing. Eric is listed as executive officer, director 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: Other / 506(b) (18,678 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 · group: Wcas

WILDCAT CLO LLC

New York, NY · Mar 10, 2011 → Aug 27, 2015 · 4 filings

Aug 27, 2015 · D/A · $3,111,250 sold of $3,111,250 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lee is a Managing Member of the Issuer.) EDGAR ↗
Jul 24, 2014 · D · $3,111,250 sold of $3,111,250 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lee is a Managing Member of the Issuer.) EDGAR ↗
Mar 11, 2013 · D · $29,750,000 sold of $29,750,000 · 39 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lee is a Managing Member of the Issuer.) EDGAR ↗
Mar 10, 2011 · D · $14,000,000 sold of $14,000,000 · 35 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Mr. Lee is a managing member of the Issuer.) EDGAR ↗

Raised $29.8M from 39 investors (100% of the $3.11M target) as of the latest filing. Eric is listed as executive officer, promoter, director 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.

Other

Triple Point Group Holdings, Inc.

Westport, CT · Nov 9, 2011 → May 22, 2012 · 2 filings

May 22, 2012 · D · $30,000,000 sold of $30,000,000 · 20 investors · min. No minimum reported · role: Director EDGAR ↗
Nov 9, 2011 · D · $297,154,503 sold of $297,154,503 · 21 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $297.2M from 21 investors (100% of the $30M target) as of the latest filing. Eric is listed as director 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.

Other

Senova Systems, Inc.

Sunnyvale, CA · Sep 27, 2011

Sep 27, 2011 · D · $3,980,377 sold of $6,830,377 · 16 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.98M from 17 investors (58% of the $6.83M target) as of the latest filing. Eric is listed as executive officer.

Latest filing on EDGAR ↗

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (2)

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

Eric Alan Lee — KY, 1 issuer, Aug 12, 2009 → Aug 12, 2009 · no shared issuer
Eric Lee — CT, 1 issuer, Nov 5, 2021 → Nov 5, 2021 · no shared issuer

People around Eric 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

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

Person

D. SCOTT MACKESY

Executive Officer, Director, Promoter · 15 shared filings (7 issuers) · also on 12 other issuers

D. SCOTT MACKESY is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

JONATHAN M. RATHER

Executive Officer, Director, Promoter · 14 shared filings (6 issuers) · also on 2 other issuers

JONATHAN M. RATHER is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

SEAN M. TRAYNOR

Executive Officer, Director, Promoter · 14 shared filings (6 issuers) · also on 13 other issuers

SEAN M. TRAYNOR is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

MICHAEL E. DONOVAN

Executive Officer, Director, Promoter · 14 shared filings (6 issuers) · also on 3 other issuers

MICHAEL E. DONOVAN is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

THOMAS A. SCULLY

Executive Officer, Director, Promoter · 14 shared filings (6 issuers) · also on 2 other issuers

THOMAS A. SCULLY is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Anthony de Nicola

Director, Executive Officer · 13 shared filings (2 issuers)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

ANTHONY J. DE NICOLA

Executive Officer, Director, Promoter · 12 shared filings (5 issuers)

ANTHONY J. DE NICOLA is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Scott Betts

Executive Officer, Director · 11 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

EDWARD SOBOL

Director, Executive Officer · 10 shared filings (5 issuers) · also on 1 other issuer

EDWARD SOBOL is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

CHRISTOPHER W. SOLOMON

Executive Officer · 10 shared filings (5 issuers)

CHRISTOPHER W. SOLOMON is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

BRIAN T. REGAN

Executive Officer · 10 shared filings (5 issuers) · also on 2 other issuers

BRIAN T. REGAN is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Gregory Dukat

Executive Officer, Director · 10 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Tracy Caswell

Executive Officer · 10 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Gregg Shoonover

Director · 10 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Ian MacLeod

Director · 10 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

CHRISTOPHER HOOPER

Executive Officer, Director · 9 shared filings (5 issuers)

CHRISTOPHER HOOPER is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

GREGORY LAU

Executive Officer · 8 shared filings (4 issuers)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Joshua Boyer

Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Paul B. Queally

Executive Officer, Director, Promoter · 6 shared filings (2 issuers) · also on 3 other issuers

Paul B. Queally is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Sanjay Swani

Executive Officer, Director, Promoter · 6 shared filings (4 issuers) · also on 1 other issuer

Sanjay Swani is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Anthony Ecock

Executive Officer, Director, Promoter · 5 shared filings (2 issuers)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Aaron Deutsch

Director · 5 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Christian Heim

Director · 4 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Russell I. Carson

Executive Officer, Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Sandeep Sahai

Director, Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Erick Kobres

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

John Hunt

Director · 2 shared filings (1 issuer) · also on 11 other issuers

John Hunt is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

WILLIAM EISENBEIS

Director · 2 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

John Clark

Executive Officer, Director, Promoter · 2 shared filings (1 issuer) · also on 4 other issuers

John Clark is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

K. ONI CHUKWU

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

JURGEN LEIJDEKKER

Director · 2 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Douglas Bates

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

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Will Eisenbeis

Director · 2 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Connor Mulvee

Director · 2 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

David Boren

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

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Michael Boren

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

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Daniel Madden

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

David Caluori

Executive Officer · 2 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

Ryan Harper

Executive Officer · 2 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

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

Person

FRANCES HIGGINS

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Eric J. LEE. Their page shows their other deals.

The team behind the deals

Sponsor group

Wcas

10 issuers · 19 filings · $5.8B reported sold · 2010–2023

WX WCAS XIV Co-Investors I LLC Pooled Investment Fund · $264.4M sold · 2022 · listed
WX WCAS XIII, L.P. Pooled Investment Fund · $3.73B sold · 2018 · listed
WX WCAS XIII Feeder Fund, L.P. Pooled Investment Fund · $87.5M sold · 2018 · listed
WX WCAS XIII Co-Investors LLC Pooled Investment Fund · $254.5M sold · 2019 · listed
WX WCAS XII Co-Investors LLC Pooled Investment Fund · $181.9M sold · 2015 · listed
CA Carbon Analytics Holdings LLC Other · $662.5M sold · 2016 · listed
WC WILDCAT CLO LLC Pooled Investment Fund · $29.8M sold · 2011 · listed
KG K2M GROUP HOLDINGS, INC. Other · $228.3M sold · 2010
VH VMP Holding Co I, LLC Other · $21.7M sold · 2010
VH VMP Holding Co II, LLC Other · $369.4M sold · 2010

One team, 10 deal companies. Eric J. LEE is listed on 7 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 ERIC J. LEE.

Same business address

39 other issuers file from the same address

Audax Private Credit Fund, LLC New York, NY · 2024
WCAS XV Co-Investors II LLC New York, NY · 2026
WCAS XV Co-Investors I LLC New York, NY · 2026
WCAS XV, L.P. New York, NY · 2026
WCAS XV Feeder Fund, L.P. New York, NY · 2026
WCAS XV Lux, SCSp New York, NY · 2026
Pzena Focused Credit Opportunities Fund, LP New York, NY · 2023
WCAS XIV Cayman, L.P. New York, NY · 2022
WCAS XIV, L.P. New York, NY · 2022
WCAS XIV Co-Investors II LLC New York, NY · 2022
WCAS XIV Feeder Fund, L.P. New York, NY · 2022
PCO 14, a Series of Patricof Co. Master, LLC New York, NY · 2021
PCO 15, a Series of Patricof Co. Master, LLC New York, NY · 2021
Drumlin Trade Finance Fund I (Levered), LP Westport, CT · 2021
PCO 12, a Series of Patricof Co. Master, LLC New York, NY · 2021
PCO 13, a Series of Patricof Co. Master, LLC New York, NY · 2021
PCO 10, a series of Patricof Co. Master, LLC New York, NY · 2020
PCO 11, a Series of Patricof Co. Master, LLC New York, NY · 2020
PCO 6, a series of Patricof Co. Master, LLC New York, NY · 2020
PCO 5, a series of Patricof Co. Master, LLC New York, NY · 2019
WCAS XIII Cayman, L.P. New York, NY · 2018
Aerospace, Transportation & Logistics Fund II LP New York, NY · 2018
PCO 1 LLC New York, NY · 2019
Aerospace, Transportation & Logistics Fund LP New York, NY · 2015
Welsh, Carson, Anderson & Stowe XII Cayman, L.P. New York, NY · 2014
Welsh, Carson, Anderson & Stowe XII Delaware II, L.P. New York, NY · 2014
Welsh, Carson, Anderson & Stowe XII, L.P. New York, NY · 2014
Welsh, Carson, Anderson & Stowe XII Feeder Fund, L.P. New York, NY · 2016
Welsh, Carson, Anderson & Stowe XII Delaware II Feeder Fund, L.P. New York, NY · 2016
BakerCorp International Holdings, Inc. New York, NY · 2011
WCAS-Co-Invest HoldCo XII, L.P. New York, NY · 2016
GWN Group Holdings, L.P. New York, NY · 2015
Junius CAA US LP New York, NY · 2013
Junius CAA LP New York, NY · 2013
MidOcean PPL Holdings Corp. New York, NY · 2011
K2M GROUP HOLDINGS, INC. New York, NY · 2010
VMP Holding Co II, LLC New York, NY · 2010
VMP Holding Co I, LLC New York, NY · 2010
Laboratories Group Holdings, LLC New York, NY · 2010

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

Registrations and other filings

Adviser registration (Form ADV)

None of the 11 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 ERIC J. LEE 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 11 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Eric J. LEE is listed on: none on file. No website or social profile named in WCAS XIII, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #230,761 of 374,652 in line (1,311 issuers searched so far). One-tap searches: Look further ↓

Look further

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Change history

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ERIC J. LEE

The short version

What the community is saying

Key records

1. Lawsuits

2. Regulatory actions

3. Bankruptcies

4. Differences between public sources

ERIC J. LEE appears on 1 deal that stopped filing before reaching its target

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

10 offerings have no amendment in the last 12 months and may still be open

ERIC J. LEE's role changed at WILDCAT CLO LLC: executive officer, director, promoter → executive officer, promoter

Offering amount changed between filings — Revel Systems, Inc.

Offering amount changed between filings — WCAS XIII Feeder Fund, L.P.

Offering amount changed between filings — WCAS XIII, L.P.

ERIC J. LEE is written 2 different ways on the filings

Industry group changed between filings — WILDCAT CLO LLC

Same name, different state: "Eric Lee" (CT) is a separate record

Address moved from San Francisco, CA to Atlanta, GA — Revel Systems, Inc.

ERIC J. LEE is listed with 4 different address states: NY, CA, GA, ID

5. Money to insiders

Deals 11

People around Eric 40

The team behind the deals

39 other issuers file from the same address

Registrations and other filings

Adviser registration (Form ADV)

Other offering types (Regulation A and Regulation Crowdfunding)

Public profiles and social

Look further

Social and web

Courts

Securities regulators

Business registries

Change history

Request a correction

Add a response

Monitor this person