Forest Wester is listed as an executive officer and director on 11 SEC Form D filings by 11 issuers between Sep 2017 and Dec 2022. Largest by amount reported sold: TRIVEST FUND VI, L.P. (Coral Gables, FL — pooled investment fund — 2017; $580.2M reported sold to 126 investors), Trivest Recognition Fund-A, L.P. (Coral Gables, FL — pooled investment fund — 2022), Trivest Recognition Fund-B, L.P. (Coral Gables, FL — pooled investment fund — 2022), Trivest Recognition Fund, L.P. (Coral Gables, FL — pooled investment fund — 2022), Trivest Fund VII-B, L.P. (Coral Gables, FL — pooled investment fund — 2022) 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 and director, over about 5 years. Across those companies the filings report $580.2M sold in total.
All 11 issuers belong to the sponsor group Trivest (19 issuers, $1.2B reported sold, 2012–2025).
What this means A sponsor group is one team that sets up a new company for each deal. Trivest has 19 companies on file and $1.2B 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) — none found.
What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.
We compared 11 public filings for Forest Wester and found 2 differences, 1 worth asking the sponsor about: Forest Wester appears on 10 deals that stopped filing before reaching their target; 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.