PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:17 AM ET

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James D. Dunn

Named as an officer, director or promoter on SEC Form D filings · UT · Feb 11, 2016 → Oct 23, 2020

78deals (issuers)
$109.2Mreported sold
355investors
89Form D filings
2016–2020years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:22 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

James D. Dunn is listed as an executive officer on 89 SEC Form D filings by 78 issuers between Dec 2010 and Aug 2026. Largest by amount reported sold: PC St. Cloud JV, LLC (Provo, UT — other real estate — 2025; $12.9M reported sold to 8 investors), PC Glenmary, LLC (Provo, UT — other real estate — 2017; $10.8M reported sold to 19 investors), PC Momentum Holdings, LLC (Provo, UT — other real estate — 2026; $9M reported sold to 5 investors), PC Truman Farm, LLC (Provo, UT — other real estate — 2019; $6.63M reported sold to 21 investors), PC Windmill, LLC (Provo, UT — other real estate — 2017; $6.53M reported sold to 25 investors) and 73 more (all listed below).

What this means That is a lot of deals — 78 separate companies raised money with this person listed as executive officer, over about 16 years. Across those companies the filings report $109.2M sold in total.

Listed alongside Jeffrey C. Danley (82 shared filings), Jeffrey Burningham (58 shared filings), Jeffrey D. Burningham (20 shared filings), Chris Manning (7 shared filings), Jeff Danley (7 shared filings) and 8 others.

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

The issuers belong to 2 sponsor groups: Investment Peak Venture (186 issuers, $607.4M reported sold, 2010–2026) and Group linked by Matthew McConkie (17 issuers, $9.29M reported sold, 2015–2025).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 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 the newest 50 of 89 public filings for James D. Dunn and found 9 differences, 1 worth asking the sponsor about: Investor count went down between filings; 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 James D. Dunn has not run yet — it is joining a line of 11,828 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:22 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched James D. Dunn..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

James G. Dunn and Rebecca E. Dunn closed
United States Bankruptcy Court, D. Utah · No. 16-27181 · Filed Aug 16, 2016 · Closed Jun 11, 2018
Role of James G. Dunn and Rebecca E. Dunn: Debtor · Outcome: Case closed 2018-06-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 701 federal dockets); 13 people with this name in Form D filings; court in the person's filing state (UT); middle initial differs
James M. Dunn and Rebecca L. Dunn closed
United States Bankruptcy Court, D. Utah · No. 01-34503 · Filed Oct 1, 2001 · Closed Mar 21, 2002
Role of James M. Dunn and Rebecca L. Dunn: Debtor · Outcome: Case closed 2002-03-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 701 federal dockets); 13 people with this name in Form D filings; court in the person's filing state (UT); 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, 2:22 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

9 differences found between the filings for James D. Dunn — 1 worth asking about (compared the newest 50 of 89 filings on Oct 24, 2026; older filings not covered)

Worth asking · Nov 8, 2021 – Nov 12, 2021

Investor count went down between filings — PC TGA Richmond Holdings, LLC

The Nov 8, 2021 filing reports 18 investors; the Nov 12, 2021 Form D/A reports 17 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) · Nov 8, 2021 ↗Form D/A (later) · Nov 12, 2021 ↗PC TGA Richmond Holdings, LLC — PartnerFacts page ↗
Sources
Note · Apr 10, 2019 – Apr 30, 2019

Form D filed 20 days after the first sale — PC Treymore Holdings, LLC

The filing says the first sale was Apr 10, 2019. The Form D was filed Apr 30, 2019 — 20 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 5 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Apr 30, 2019 ↗PC Treymore Holdings, LLC — PartnerFacts page ↗
Sources
Note · Jun 5, 2019 – Sep 30, 2025

7 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 — PC St. Cloud JV, LLC (latest filing Sep 30, 2025) · No amendment in the last 12 months on an offering that may still be open — PC TGA Richmond Holdings, LLC (latest filing Nov 12, 2021) · No amendment in the last 12 months on an offering that may still be open — PC TGA Charleston Club Holdings, LLC (latest filing Oct 21, 2021) · No amendment in the last 12 months on an offering that may still be open — TP Quail Meadows Assisted Living, LLC (latest filing Jun 4, 2020) · No amendment in the last 12 months on an offering that may still be open — TP Seasons Assisted Living, LLC (latest filing Jun 3, 2020) · and 2 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 · Sep 30, 2025 ↗PC St. Cloud JV, LLC — PartnerFacts page ↗Form D/A · Nov 12, 2021 ↗PC TGA Richmond Holdings, LLC — PartnerFacts page ↗
Sources
Note · Sep 8, 2017 – Sep 11, 2017

James D. Dunn is written 2 different ways on the filings

listed as "James D. Dunn" on 32 filings (from Sep 8, 2017), and "James Dunn" on 19 filings (from Sep 11, 2017).

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 · Sep 8, 2017 ↗Form D · Sep 11, 2017 ↗James D. Dunn — PartnerFacts page ↗
Sources
Note · Mar 18, 2010 – May 18, 2022

Same name, different state: "James Dunn" (MI) is a separate record

This page covers filings where the address state is UT. A separate record, "James Dunn" with address state MI, is listed on 9 filings — most recently by FIRST INDEPENDENCE CORP (May 18, 2022). Both records have filings in the same period (Feb 11, 2016 to Oct 23, 2020).

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.

James Dunn (MI) — PartnerFacts page ↗Form D · May 18, 2022 ↗FIRST INDEPENDENCE CORP — PartnerFacts page ↗James D. Dunn (UT) — this page ↗
Sources
Note · Apr 22, 2022

Same name, different state: "James Dunn" (CA) is a separate record

This page covers filings where the address state is UT. A separate record, "James Dunn" with address state CA, is listed on 1 filing — most recently by Back to the Roots, Inc. (Apr 22, 2022). The two records do not overlap in time: this page runs Feb 11, 2016 to Oct 23, 2020; the other has one filing dated Apr 22, 2022.

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.

James Dunn (CA) — PartnerFacts page ↗Form D · Apr 22, 2022 ↗Back to the Roots, Inc. — PartnerFacts page ↗James D. Dunn (UT) — this page ↗
Sources
Note · May 18, 2017 – Oct 18, 2018

Same name, different state: "James Dunn" (CO) is a separate record

This page covers filings where the address state is UT. A separate record, "James Dunn" with address state CO, is listed on 2 filings — most recently by Rowdy Mermaid Kombucha LLC (Oct 18, 2018). Both records have filings in the same period (May 18, 2017 to Oct 18, 2018).

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.

James Dunn (CO) — PartnerFacts page ↗Form D · Oct 18, 2018 ↗Rowdy Mermaid Kombucha LLC — PartnerFacts page ↗James D. Dunn (UT) — this page ↗
Sources
Note · Sep 3, 2010 – Sep 25, 2018

Same name, different state: "James Dunn" (NC) is a separate record

This page covers filings where the address state is UT. A separate record, "James Dunn" with address state NC, is listed on 31 filings — most recently by Corbin Multi-Strategy Fund, LLC (Sep 25, 2018). Both records have filings in the same period (Feb 11, 2016 to Sep 25, 2018).

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.

James Dunn (NC) — PartnerFacts page ↗Form D/A · Sep 25, 2018 ↗Corbin Multi-Strategy Fund, LLC — PartnerFacts page ↗James D. Dunn (UT) — this page ↗
Sources
Note · Jan 11, 2011 – Jan 9, 2012

Same name, different state: "James Dunn" (IL) is a separate record

This page covers filings where the address state is UT. A separate record, "James Dunn" with address state IL, is listed on 3 filings — most recently by ALH Holding Inc. (Sep 15, 2015). The two records do not overlap in time: this page runs Feb 11, 2016 to Oct 23, 2020; the other runs Jan 11, 2011 to Jan 9, 2012.

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.

James Dunn (IL) — PartnerFacts page ↗Form D · Sep 15, 2015 ↗ALH Holding Inc. — PartnerFacts page ↗James D. Dunn (UT) — 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. We compared the newest 50 of 89 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 83 offerings report sales commissions; 0 report finder's fees; 4 report proceeds to related persons totalling $836,000.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 6, 2026 D
PC Sunland ASLP, LLC
File 021-593278
$0$0$0None listed on this filingEDGAR ↗
Apr 2, 2026 D
PC Momentum Holdings, LLC
File 021-578878
$0$0$0None listed on this filingEDGAR ↗
Sep 30, 2025 D
PC St. Cloud JV, LLC
File 021-559310
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2025 D
TP KCB Harbour Village JV, LLC
File 021-540325
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2024 D
PC GA GP Holdings, LLC
File 021-506033
$0$0$0None listed on this filingEDGAR ↗
Nov 12, 2021 D/A
PC TGA Richmond Holdings, LLC
File 021-420288
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2021 D
PC TGA Charleston Club Holdings, LLC
File 021-417896
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2021 D
PC TGA MCF Holdings, LLC
File 021-407165
$0$0$0None listed on this filingEDGAR ↗
Oct 23, 2020 D
PC Ventana Kent, LLC
File 021-378755
$0$0$0None listed on this filingEDGAR ↗
Jun 11, 2020 D
PC Central Court, LLC
File 021-368762
$0$0$0None listed on this filingEDGAR ↗
Jun 4, 2020 D
TP Quail Meadows Assisted Living, LLC
File 021-368331
$0$0$0None listed on this filingEDGAR ↗
Jun 3, 2020 D
TP Seasons Assisted Living, LLC
File 021-368250
$0$0$0None listed on this filingEDGAR ↗
Apr 30, 2020 D
PC Chase Village, LLC
File 021-366068
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2020 D
PC Armstrong Farm, LLC
File 021-363685
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2019 D
PC COLUMBIA COLONY, LLC
File 021-349829
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2019 D/A
DD Amsterdam Holdings, LLC
File 021-342994
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2019 D
Mission Tierra Apts 2016, LLC
File 021-342998
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2019 D
Autumn Glen Apts 2016 LLC
File 021-343008
$0$0$0None listed on this filingEDGAR ↗
Jun 7, 2019 D
PC Skyridge, LLC
File 021-341446
$0$0$0None listed on this filingEDGAR ↗
Jun 7, 2019 D
PC Aspenwood, LLC
File 021-341448
$0$0$0None listed on this filingEDGAR ↗
May 8, 2019 D
PC Truman Farm, LLC
File 021-339115
$0$0$0None listed on this filingEDGAR ↗
May 3, 2019 D
PC Hickory Creek Holdings, LLC
File 021-338729
$0$0$0None listed on this filingEDGAR ↗
May 3, 2019 D
PC12 Holdings, LLC
File 021-338730
$0$0$0None listed on this filingEDGAR ↗
May 1, 2019 D
PC Willow Trace, LLC
File 021-338596
$0$0$0None listed on this filingEDGAR ↗
May 1, 2019 D
PC Meadows, LLC
File 021-338603
$0$0$0None listed on this filingEDGAR ↗
Apr 30, 2019 D
PC Treymore Holdings, LLC
File 021-338430
$0$0$0None listed on this filingEDGAR ↗
Apr 30, 2019 D
PC Union Holdings, LLC
File 021-338466
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2019 D
PC Lakeview Holdings, LLC
File 021-335507
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2019 D
PC Hillsboro Holdings, LLC
File 021-333288
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2019 D
PC Highland Gardens Holdings, LLC
File 021-332986
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2019 D
PC El Dorado Holdings, LLC
File 021-332995
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2018 D
PC Oakbrook, LLC
File 021-328463
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2018 D
PC Parkview Terrace, LLC
File 021-328466
$0$0$0None listed on this filingEDGAR ↗
Dec 6, 2018 D
PC Gladstone, LLC
File 021-327365
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2018 D
Peak Levy Horizon GP, LLC
File 021-326013
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2018 D
Peak Levy Sunset GP, LLC
File 021-326014
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2018 D
Peak Levy Washington GP, LLC
File 021-326039
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2018 D
PC Star Pass Holdings, LLC
File 021-322266
$0$0$0None listed on this filingEDGAR ↗
Jul 31, 2018 D
PC Sandover, LLC
File 021-318090
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2018 D
PC San Felipe, LLC
File 021-318057
$0$0$0None listed on this filingEDGAR ↗
May 17, 2018 D
PC Ventana Kent, LLC
File 021-312654
$0$0$0None listed on this filingEDGAR ↗
Mar 29, 2018 D
PC Emerald Village, LLC
File 021-308938
$0$0$0None listed on this filingEDGAR ↗
Mar 29, 2018 D
PC Woodleaf, LLC
File 021-308943
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2018 D
PC Arbor Trails, LLC
File 021-303412
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2017 D
PC Glenmary, LLC
File 021-298887
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2017 D/A
PC Carver Ridge, LLC
File 021-294340
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2017 D
PC Woodview, LLC
File 021-294349
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2017 D
PC Gateway, LLC
File 021-294350
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2017 D
PC Charleston Holdings, LLC
File 021-290718
$0$0$0None listed on this filingEDGAR ↗
Jul 3, 2017 D
PC Chase Village, LLC
File 021-289943
$0$0$0None listed on this filingEDGAR ↗
May 25, 2017 D
PC Windmill, LLC
File 021-287485
$0$0$0None listed on this filingEDGAR ↗
May 18, 2017 D
PC Windmill Holdings, LLC
File 021-287057
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2017 D
PC Highbury, LLC
File 021-285275
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2017 D
PC Aqua Club Holdings, LLC
File 021-284886
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2017 D
PC Sierra Bayamon, LLC
File 021-282714
$0$0$0None listed on this filingEDGAR ↗
Jan 11, 2017 D
PC Columbia Woods, LLC
File 021-278174
$0$0$0None listed on this filingEDGAR ↗
Dec 8, 2016 D
PC Haven Pointe, LLC
File 021-275939
$0$0$0None listed on this filingEDGAR ↗
Nov 28, 2016 D
PC Meadows Land, LLC
File 021-275184
$0$0$0None listed on this filingEDGAR ↗
Nov 15, 2016 D
PC Meadows, LLC
File 021-274491
$0$0$0None listed on this filingEDGAR ↗
Nov 1, 2016 D
PC Jackson Chapel Ridge, LLC
File 021-273591
$0$0$0None listed on this filingEDGAR ↗
Oct 3, 2016 D
PC Harmony Gardens, LLC
File 021-271734
$0$0$0None listed on this filingEDGAR ↗
Sep 29, 2016 D
PC Lake Crest Holdings, LLC
File 021-271543
$0$0$0None listed on this filingEDGAR ↗
Sep 21, 2016 D/A
PC Barcelona Management, LLC
File 021-270285
$0$0$0None listed on this filingEDGAR ↗
Sep 20, 2016 D
PC Hickory Holdings, LLC
File 021-270947
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2016 D/A
PC Brent Village, LLC
File 021-267976
$0$0$0None listed on this filingEDGAR ↗
Sep 8, 2016 D
PC Las Palomas Holdings, LLC
File 021-270278
$0$0$0None listed on this filingEDGAR ↗
Aug 23, 2016 D
PC Meadow Springs Holdings, LLC
File 021-269428
$0$0$0None listed on this filingEDGAR ↗
Aug 22, 2016 D
PC Wexford, LLC
File 021-269284
$0$0$0None listed on this filingEDGAR ↗
Jul 20, 2016 D
PC Normandy, LLC
File 021-267366
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2016 D
PC Peppertree SC Holdings, LLC
File 021-265806
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2016 D/A
PC Augustine GP, LLC
File 021-265511
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2016 D
PC White Rock GP, LLC
File 021-265516
$0$0$0None listed on this filingEDGAR ↗
May 3, 2016 D
PC Skyridge, LLC
File 021-262507
$0$0$0None listed on this filingEDGAR ↗
Apr 28, 2016 D
PC Via Vista, LLC
File 021-262204
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2016 D
PC Willow Trace, LLC
File 021-261266
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2016 D
PC Spring Forest Holdings, LLC
File 021-260042
$0$0$0None listed on this filingEDGAR ↗
Mar 23, 2016 D
PC Wildwood Holdings, LLC
File 021-259830
$0$0$0None listed on this filingEDGAR ↗
Feb 24, 2016 D
PC Cabana, LLC
File 021-258058
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2016 D
PC Holly, LLC
File 021-257286
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
PC Allison, LLC
File 021-170847
$0$0$100,000
The Company's Manager, PCJ Holdings, LLC, will be paid $100,000 as a reimbursement of pre-formation expenditures and services to acquire certain real property for the Company.
None listed on this filingEDGAR ↗
Nov 15, 2011 D
Bluffs KP VII, LLC
File 021-168710
$0$0$236,000
The Company's Manager, Keystone Peak VII, LLC, will be paid 236,000 as a reimbursement of pre-formation expenditures
None listed on this filingEDGAR ↗
Jun 9, 2011 D
PC Utah, LLC
File 021-160995
$0$0$400,000
The Company's Manager, PCJ Holdings, LLC, will be paid $400,000 as a reimbursement of pre-formation expenditures.
None listed on this filingEDGAR ↗
Dec 29, 2010 D
PC Foothills, LLC
File 021-152660
$0$0$100,000
The Company's Manager, PCJ Holdings, LLC, will be paid $100,000 as a reimbursement of pre-formation expenditures.
None listed on this filingEDGAR ↗
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 78

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

PS
Other Real Estate · group: Investment Peak Venture

PC Sunland ASLP, LLC

Provo, UT · Aug 6, 2026
  • Aug 6, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PM
Other Real Estate · group: Investment Peak Venture

PC Momentum Holdings, LLC

Provo, UT · Apr 2, 2026
  • Apr 2, 2026 · D · $9,000,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $9M from 5 investors as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PS
Other Real Estate · group: Investment Peak Venture

PC St. Cloud JV, LLC

Provo, UT · Sep 30, 2025
  • Sep 30, 2025 · D · $12,875,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $12.9M from 8 investors as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

TK
Other Real Estate · group: Group linked by Matthew McConkie

TP KCB Harbour Village JV, LLC

Holladay, UT · Mar 10, 2025
  • Mar 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PG
Other Real Estate · group: Investment Peak Venture

PC GA GP Holdings, LLC

Provo, UT · Feb 26, 2024
  • Feb 26, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PT
Other Real Estate · group: Investment Peak Venture

PC TGA Richmond Holdings, LLC

Provo, UT · Nov 8, 2021 → Nov 12, 2021 · 2 filings
  • Nov 12, 2021 · D/A · $3,524,645 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗
  • Nov 8, 2021 · D · $3,524,645 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $3.52M from 18 investors as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PT
Other Real Estate · group: Investment Peak Venture

PC TGA Charleston Club Holdings, LLC

Provo, UT · Oct 21, 2021
  • Oct 21, 2021 · D · $1,017,479 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $1.02M from 17 investors as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PT
Other Real Estate · group: Investment Peak Venture

PC TGA MCF Holdings, LLC

Provo, UT · Jul 21, 2021
  • Jul 21, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PV
Other Real Estate · group: Investment Peak Venture

PC Ventana Kent, LLC

Provo, UT · May 17, 2018 → Oct 23, 2020 · 2 filings
  • Oct 23, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗
  • May 17, 2018 · D · $0 sold of $5,855,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PC
Other Real Estate · group: Investment Peak Venture

PC Central Court, LLC

Provo, UT · Jun 11, 2020
  • Jun 11, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

TQ
Other Real Estate · group: Group linked by Matthew McConkie

TP Quail Meadows Assisted Living, LLC

Holladay, UT · Jun 4, 2020
  • Jun 4, 2020 · D · $3,267,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $3.27M from 10 investors as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

TS
Other Real Estate · group: Group linked by Matthew McConkie

TP Seasons Assisted Living, LLC

Holladay, UT · Jun 3, 2020
  • Jun 3, 2020 · D · $3,267,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $3.27M from 10 investors as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PC
Other Real Estate · group: Investment Peak Venture

PC Chase Village, LLC

Provo, UT · Jul 3, 2017 → Apr 30, 2020 · 2 filings
  • Apr 30, 2020 · D · $6,150,654 sold of Indefinite · 41 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Company) EDGAR ↗
  • Jul 3, 2017 · D · $0 sold of $3,736,250 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $6.15M from 41 investors as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PA
Residential · group: Investment Peak Venture

PC Armstrong Farm, LLC

Provo, UT · Mar 26, 2020
  • Mar 26, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. James 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: Residential / 506(b) (4,183 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.

PC
Other Real Estate · group: Investment Peak Venture

PC COLUMBIA COLONY, LLC

Provo, UT · Sep 27, 2019
  • Sep 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

AG
Other Real Estate · group: Investment Peak Venture

Autumn Glen Apts 2016 LLC

Provo, UT · Jun 27, 2019
  • Jun 27, 2019 · D · $3,718,564 sold of $3,718,564 · 5 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $3.72M from 5 investors (100% of the $3.72M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

DA
Other Real Estate · group: Investment Peak Venture

DD Amsterdam Holdings, LLC

Provo, UT · Jun 27, 2019 → Jun 27, 2019 · 2 filings
  • Jun 27, 2019 · D/A · $2,500,000 sold of $2,500,000 · 8 investors · min. No minimum reported · role: Executive Officer (Manager of the manager of the managing company) EDGAR ↗
  • Jun 27, 2019 · D · $2,500,000 sold of $2,500,000 · 8 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $2.5M from 8 investors (100% of the $2.5M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

MT
Other Real Estate · group: Investment Peak Venture

Mission Tierra Apts 2016, LLC

Provo, UT · Jun 27, 2019
  • Jun 27, 2019 · D · $4,942,646 sold of $4,942,646 · 3 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $4.94M from 3 investors (100% of the $4.94M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PA
Other Real Estate · group: Investment Peak Venture

PC Aspenwood, LLC

Provo, UT · Jun 7, 2019
  • Jun 7, 2019 · D · $0 sold of $1,019,945 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PS
Other Real Estate · group: Investment Peak Venture

PC Skyridge, LLC

Provo, UT · May 3, 2016 → Jun 7, 2019 · 2 filings
  • Jun 7, 2019 · D · $1,005,044 sold of $4,095,055 · 4 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗
  • May 3, 2016 · D · $0 sold of $2,441,750 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $1.01M from 4 investors (25% of the $4.1M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PT
Other Real Estate · group: Investment Peak Venture

PC Truman Farm, LLC

Provo, UT · May 8, 2019
  • May 8, 2019 · D · $3,900,000 sold of $3,900,000 · 21 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $6.63M from 21 investors (100% of the $3.9M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PH
Other Real Estate · group: Investment Peak Venture

PC12 Holdings, LLC

Provo, UT · May 3, 2019
  • May 3, 2019 · D · $1,683,235 sold of $1,683,235 · 6 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $1.68M from 6 investors (100% of the $1.68M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PH
Other Real Estate · group: Investment Peak Venture

PC Hickory Creek Holdings, LLC

Provo, UT · May 3, 2019
  • May 3, 2019 · D · $341,310 sold of $341,310 · 5 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $341K from 5 investors (100% of the $341K target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PM
Other Real Estate · group: Investment Peak Venture

PC Meadows, LLC

Provo, UT · Nov 15, 2016 → May 1, 2019 · 2 filings
  • May 1, 2019 · D · $0 sold of $1,522,561 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗
  • Nov 15, 2016 · D · $0 sold of $1,700,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PW
Other Real Estate · group: Investment Peak Venture

PC Willow Trace, LLC

Provo, UT · Apr 14, 2016 → May 1, 2019 · 2 filings
  • May 1, 2019 · D · $3,976,867 sold of $3,976,867 · 20 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗
  • Apr 14, 2016 · D · $0 sold of $2,963,200 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

Raised $3.98M from 20 investors (100% of the $3.98M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PU
Other Real Estate · group: Investment Peak Venture

PC Union Holdings, LLC

Provo, UT · Apr 30, 2019
  • Apr 30, 2019 · D · $5,425,104 sold of $5,425,104 · 14 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $5.43M from 14 investors (100% of the $5.43M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PT
Other Real Estate · group: Investment Peak Venture

PC Treymore Holdings, LLC

Provo, UT · Apr 30, 2019
  • Apr 30, 2019 · D · $3,169,200 sold of $3,169,200 · 20 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $3.17M from 20 investors (100% of the $3.17M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PL
Other Real Estate · group: Investment Peak Venture

PC Lakeview Holdings, LLC

Provo, UT · Mar 22, 2019
  • Mar 22, 2019 · D · $0 sold of $180,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PH
Other Real Estate · group: Investment Peak Venture

PC Hillsboro Holdings, LLC

Provo, UT · Feb 21, 2019
  • Feb 21, 2019 · D · $0 sold of $582,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PE
Other Real Estate · group: Investment Peak Venture

PC El Dorado Holdings, LLC

Provo, UT · Feb 15, 2019
  • Feb 15, 2019 · D · $0 sold of $1,762,100 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PH
Other Real Estate · group: Investment Peak Venture

PC Highland Gardens Holdings, LLC

Provo, UT · Feb 15, 2019
  • Feb 15, 2019 · D · $0 sold of $2,466,780 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PP
Other Real Estate · group: Investment Peak Venture

PC Parkview Terrace, LLC

Provo, UT · Dec 19, 2018
  • Dec 19, 2018 · D · $913,057 sold of $913,057 · 20 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $930K from 20 investors (100% of the $913K target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PO
Other Real Estate · group: Investment Peak Venture

PC Oakbrook, LLC

Provo, UT · Dec 19, 2018
  • Dec 19, 2018 · D · $2,000,568 sold of $2,000,568 · 21 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $2M from 21 investors (100% of the $2M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PG
Other Real Estate · group: Investment Peak Venture

PC Gladstone, LLC

Provo, UT · Dec 6, 2018
  • Dec 6, 2018 · D · $0 sold of $1,139,557 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PL
Other Real Estate · group: Investment Peak Venture

Peak Levy Washington GP, LLC

Provo, UT · Nov 16, 2018
  • Nov 16, 2018 · D · $0 sold of $756,574 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PL
Other Real Estate · group: Investment Peak Venture

Peak Levy Sunset GP, LLC

Provo, UT · Nov 16, 2018
  • Nov 16, 2018 · D · $0 sold of $544,603 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PL
Other Real Estate · group: Investment Peak Venture

Peak Levy Horizon GP, LLC

Provo, UT · Nov 16, 2018
  • Nov 16, 2018 · D · $0 sold of $408,667 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PS
Other Real Estate · group: Investment Peak Venture

PC Star Pass Holdings, LLC

Provo, UT · Sep 27, 2018
  • Sep 27, 2018 · D · $0 sold of $17,250,078 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PS
Other Real Estate · group: Investment Peak Venture

PC Sandover, LLC

Provo, UT · Jul 31, 2018
  • Jul 31, 2018 · D · $0 sold of $3,712,863 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PS
Other Real Estate · group: Investment Peak Venture

PC San Felipe, LLC

Provo, UT · Jul 30, 2018
  • Jul 30, 2018 · D · $0 sold of $2,640,900 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PW
Other Real Estate · group: Investment Peak Venture

PC Woodleaf, LLC

Provo, UT · Mar 29, 2018
  • Mar 29, 2018 · D · $0 sold of $231,004 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PE
Other Real Estate · group: Investment Peak Venture

PC Emerald Village, LLC

Provo, UT · Mar 29, 2018
  • Mar 29, 2018 · D · $0 sold of $662,243 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PA
Other Real Estate · group: Investment Peak Venture

PC Arbor Trails, LLC

Provo, UT · Jan 17, 2018
  • Jan 17, 2018 · D · $0 sold of $3,462,500 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PG
Other Real Estate · group: Investment Peak Venture

PC Glenmary, LLC

Provo, UT · Nov 16, 2017
  • Nov 16, 2017 · D · $0 sold of $11,055,700 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $10.8M from 19 investors (98% of the $11.1M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PW
Other Real Estate · group: Investment Peak Venture

PC Woodview, LLC

Provo, UT · Sep 11, 2017
  • Sep 11, 2017 · D · $0 sold of $1,022,020 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PC
Other Real Estate · group: Investment Peak Venture

PC Carver Ridge, LLC

Provo, UT · Sep 8, 2017 → Sep 11, 2017 · 2 filings
  • Sep 11, 2017 · D/A · $0 sold of $2,645,100 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗
  • Sep 8, 2017 · D · $0 sold of $2,645,100 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PG
Other Real Estate · group: Investment Peak Venture

PC Gateway, LLC

Provo, UT · Sep 11, 2017
  • Sep 11, 2017 · D · $0 sold of $1,567,160 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PC
Other Real Estate · group: Investment Peak Venture

PC Charleston Holdings, LLC

Provo, UT · Jul 14, 2017
  • Jul 14, 2017 · D · $0 sold of $6,829,069 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PW
Other Real Estate · group: Investment Peak Venture

PC Windmill, LLC

Provo, UT · May 25, 2017
  • May 25, 2017 · D · $5,040,196 sold of $5,040,196 · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $6.53M from 25 investors (100% of the $5.04M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PW
Other Real Estate · group: Investment Peak Venture

PC Windmill Holdings, LLC

Provo, UT · May 18, 2017
  • May 18, 2017 · D · $620,837 sold of $4,731,054 · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $621K from 2 investors (13% of the $4.73M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PH
Other Real Estate · group: Investment Peak Venture

PC Highbury, LLC

Provo, UT · Apr 21, 2017
  • Apr 21, 2017 · D · $0 sold of $833,535 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PA
Other Real Estate · group: Investment Peak Venture

PC Aqua Club Holdings, LLC

Provo, UT · Apr 14, 2017
  • Apr 14, 2017 · D · $0 sold of $6,915,250 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PS
Other Real Estate · group: Investment Peak Venture

PC Sierra Bayamon, LLC

Provo, UT · Mar 16, 2017
  • Mar 16, 2017 · D · $0 sold of $2,246,160 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PC
Other Real Estate · group: Investment Peak Venture

PC Columbia Woods, LLC

Provo, UT · Jan 11, 2017
  • Jan 11, 2017 · D · $0 sold of $2,625,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PH
Other Real Estate · group: Investment Peak Venture

PC Haven Pointe, LLC

Provo, UT · Dec 8, 2016
  • Dec 8, 2016 · D · $0 sold of $4,529,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PM
Other Real Estate · group: Investment Peak Venture

PC Meadows Land, LLC

Provo, UT · Nov 28, 2016
  • Nov 28, 2016 · D · $586,000 sold of $1,700,000 · 3 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $586K from 3 investors (34% of the $1.7M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PJ
Other Real Estate · group: Investment Peak Venture

PC Jackson Chapel Ridge, LLC

Provo, UT · Nov 1, 2016
  • Nov 1, 2016 · D · $0 sold of $6,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PH
Other Real Estate · group: Investment Peak Venture

PC Harmony Gardens, LLC

Provo, UT · Oct 3, 2016
  • Oct 3, 2016 · D · $0 sold of $1,700,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PL
Other Real Estate · group: Investment Peak Venture

PC Lake Crest Holdings, LLC

Provo, UT · Sep 29, 2016
  • Sep 29, 2016 · D · $0 sold of $1,500,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PB
Other Real Estate · group: Investment Peak Venture

PC Barcelona Management, LLC

Provo, UT · Sep 8, 2016 → Sep 21, 2016 · 2 filings
  • Sep 21, 2016 · D/A · $2,800,000 sold of $3,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗
  • Sep 8, 2016 · D · $0 sold of $200,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $2.8M (93% of the $3M target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PH
Other Real Estate · group: Investment Peak Venture

PC Hickory Holdings, LLC

Provo, UT · Sep 20, 2016
  • Sep 20, 2016 · D · $110,514 sold of $939,454 · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

Raised $111K from 2 investors (12% of the $939K target) as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PB
Other Real Estate · group: Investment Peak Venture

PC Brent Village, LLC

Provo, UT · Jul 29, 2016 → Sep 12, 2016 · 2 filings
  • Sep 12, 2016 · D/A · $0 sold of $3,560,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗
  • Jul 29, 2016 · D · $0 sold of $3,560,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PL
Other Real Estate · group: Investment Peak Venture

PC Las Palomas Holdings, LLC

Provo, UT · Sep 8, 2016
  • Sep 8, 2016 · D · $0 sold of $1,025,217 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PM
Other Real Estate · group: Investment Peak Venture

PC Meadow Springs Holdings, LLC

Provo, UT · Aug 23, 2016
  • Aug 23, 2016 · D · $0 sold of $940,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PW
Other Real Estate · group: Investment Peak Venture

PC Wexford, LLC

Provo, UT · Aug 22, 2016
  • Aug 22, 2016 · D · $0 sold of $3,950,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the managing company) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PN
Other Real Estate · group: Investment Peak Venture

PC Normandy, LLC

Provo, UT · Jul 20, 2016
  • Jul 20, 2016 · D · $0 sold of $2,323,300 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PP
Other Real Estate · group: Investment Peak Venture

PC Peppertree SC Holdings, LLC

Provo, UT · Jun 27, 2016
  • Jun 27, 2016 · D · $0 sold of $5,950,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PW
Other Real Estate · group: Investment Peak Venture

PC White Rock GP, LLC

Provo, UT · Jun 22, 2016
  • Jun 22, 2016 · D · $0 sold of $1,882,528 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PA
Other Real Estate · group: Investment Peak Venture

PC Augustine GP, LLC

Provo, UT · Jun 21, 2016 → Jun 22, 2016 · 2 filings
  • Jun 22, 2016 · D/A · $0 sold of $1,611,221 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗
  • Jun 21, 2016 · D · $0 sold of $1,611,221 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PV
Other Real Estate · group: Investment Peak Venture

PC Via Vista, LLC

Provo, UT · Apr 28, 2016
  • Apr 28, 2016 · D · $0 sold of $3,555,300 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PS
Other Real Estate · group: Investment Peak Venture

PC Spring Forest Holdings, LLC

Provo, UT · Mar 25, 2016
  • Mar 25, 2016 · D · $0 sold of $5,387,165 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PW
Other Real Estate · group: Investment Peak Venture

PC Wildwood Holdings, LLC

Provo, UT · Mar 23, 2016
  • Mar 23, 2016 · D · $0 sold of $2,331,700 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PC
Other Real Estate · group: Investment Peak Venture

PC Cabana, LLC

Provo, UT · Feb 24, 2016
  • Feb 24, 2016 · D · $0 sold of $3,917,300 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PH
Other Real Estate · group: Investment Peak Venture

PC Holly, LLC

Provo, UT · Feb 11, 2016
  • Feb 11, 2016 · D · $0 sold of $5,400,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. James 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: Other Real Estate / 506(b) (5,033 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.

PA
Other Real Estate · group: Investment Peak Venture

PC Allison, LLC

Orem, UT · Dec 29, 2011
  • Dec 29, 2011 · D · $1,350,002 sold of $1,350,002 · 8 investors · min. $100,069 · role: Executive Officer (James Dunn is a Manager of PCJ Holdings, LLC, a Utah limited liability company, which is the Manager of PC Allison, LLC.) EDGAR ↗

Raised $1.35M from 8 investors (100% of the $1.35M target) as of the latest filing. James 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.

BK
Other Real Estate · group: Investment Peak Venture

Bluffs KP VII, LLC

Orem, UT · Nov 15, 2011
  • Nov 15, 2011 · D · $1,500,000 sold of $1,500,000 · 9 investors · min. $40,000 · role: Executive Officer (James Dunn is a Manager of PCJ Holdings, LLC; Manager of Keystone Peak VII, LLC; Manager of Bluffs KP VII, LLC.) EDGAR ↗

Raised $1.5M from 9 investors (100% of the $1.5M target) as of the latest filing. James 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.

PU
Other Real Estate · group: Investment Peak Venture

PC Utah, LLC

Orem, UT · Jun 9, 2011
  • Jun 9, 2011 · D · $3,700,000 sold of $3,700,000 · 12 investors · min. $45,000 · role: Executive Officer (James Dunn is a Manager of PCJ Holdings, LLC, a Utah limited liability company, which is the Manager of PC Utah, LLC) EDGAR ↗

Raised $3.7M from 12 investors (100% of the $3.7M target) as of the latest filing. James 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.

PF
Residential · group: Investment Peak Venture

PC Foothills, LLC

Orem, UT · Dec 29, 2010
  • Dec 29, 2010 · D · $5,800,000 sold of $6,000,000 · 19 investors · min. $50,000 · role: Executive Officer (James Dunn is a Manager of PCJ Holdings, LLC, a Utah limited liability company, which is the sole Manager of PC Foothills, LLC) EDGAR ↗

Raised $5.8M from 19 investors (97% of the $6M target) as of the latest filing. James 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 (12)

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

  • James Dunn — NC, 8 issuers, Sep 3, 2010 → Sep 25, 2018 · no shared issuer
  • James A. Dunn, Jr. — PA, 6 issuers, Sep 14, 2017 → Nov 22, 2017 · no shared issuer
  • James Dunn — IL, 3 issuers, Jan 11, 2011 → Jan 9, 2012 · no shared issuer
  • James E Dunn, Jr. — NC, 3 issuers, May 14, 2015 → Aug 12, 2024 · no shared issuer
  • James Dunn — MI, 2 issuers, Mar 18, 2010 → May 18, 2022 · no shared issuer
  • James Joseph Dunn — NC, 2 issuers, Sep 8, 2014 → Oct 13, 2026 · no shared issuer
  • James L. Dunn — AZ, 1 issuer, Jan 30, 2009 → Jan 30, 2009 · no shared issuer
  • James P Dunn — MD, 1 issuer, Jan 14, 2010 → May 25, 2011 · no shared issuer
  • James Edward Dunn — NY, 1 issuer, May 16, 2014 → May 16, 2014 · no shared issuer
  • James L. Dunn, Jr. — TX, 1 issuer, Jun 13, 2017 → Jun 13, 2017 · no shared issuer
  • James Dunn — CO, 1 issuer, May 18, 2017 → Oct 18, 2018 · no shared issuer
  • James Dunn — CA, 1 issuer, Apr 22, 2022 → Apr 22, 2022 · no shared issuer

People around James 13

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

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

Jeffrey C. Danley

Executive Officer · 82 shared filings (71 issuers) · also on 23 other issuers

Jeffrey C. Danley is on 94 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeffrey Burningham

Executive Officer · 58 shared filings (51 issuers) · also on 2 other issuers

Jeffrey Burningham is on 53 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeffrey D. Burningham

Executive Officer · 20 shared filings (20 issuers)

Jeffrey D. Burningham is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeff Danley

Executive Officer · 7 shared filings (7 issuers) · also on 96 other issuers

Jeff Danley is on 103 issuers in total — a repeat sponsor. Their page lists every one.

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

Chris Manning

Executive Officer · 7 shared filings (6 issuers) · also on 18 other issuers

Chris Manning is on 24 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeff Burningham

Executive Officer · 6 shared filings (6 issuers) · also on 96 other issuers

Jeff Burningham is on 102 issuers in total — a repeat sponsor. Their page lists every one.

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

Jared Remington

Executive Officer · 4 shared filings (4 issuers) · also on 43 other issuers

Jared Remington is on 47 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher B Munday

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

Listed on the same filings as James D. Dunn. Their page shows their other deals.

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

Matthew McConkie

Executive Officer · 2 shared filings (2 issuers) · also on 14 other issuers

Matthew McConkie is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeffrey Burnin

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as James D. Dunn. Their page shows their other deals.

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

Christopher Manning

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as James D. Dunn. Their page shows their other deals.

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

Matt McConkie

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as James D. Dunn. Their page shows their other deals.

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

Jeffrey C. Burningham

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as James D. Dunn. Their page shows their other deals.

The team behind the deals

IP
Sponsor group

Investment Peak Venture

186 issuers · 214 filings · $607.4M reported sold · 2010–2026

One team, 186 deal companies. James D. Dunn is listed on 75 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 James D. Dunn.

GL
Sponsor group

Group linked by Matthew McConkie

17 issuers · 20 filings · $9.29M reported sold · 2015–2025

One team, 17 deal companies. James D. Dunn is listed on 3 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 James D. Dunn.

Same business address

51 other issuers file from the same address (first 50 shown)

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 78 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 James D. Dunn 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 78 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers James D. Dunn is listed on: none on file. No website or social profile named in PC St. Cloud JV, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #59,855 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Utah state courts — find the court ↗

Securities regulators

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

Business registries

Utah Secretary of State business search ↗OpenCorporates ↗

Change history

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