Sponsor Check › Person
Related person on Form D filings · address states as listed: TX, CA · listed Mar 28, 2011 → Jul 2, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
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Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM ET.
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
5 of 22 offerings report sales commissions totalling $1,687,877; 2 report finder's fees totalling $120,000; 4 report proceeds to related persons totalling $2,850,834. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jul 2, 2026 D File 021-589497 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 31, 2025 D/A File 021-560135 | $678,638 (est.) | $0 | $1,304,072 (est.) This estimate includes certain expense reimbursements and assumes the sale of the total offering amount. | Orchard Securities, LLC BrokerCheck CRD 133378 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ FNEX Capital BrokerCheck CRD 166316 ↗ Capulent LLC BrokerCheck CRD 155155 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗ Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗ 1031 Securities Inc. BrokerCheck CRD 326590 ↗ Emerson Equity BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Feb 19, 2025 D/A File 021-521094 | $634,140 (est.) | $0 | $999,262 This estimate includes certain expense reimbursements and assumes the sale of the total offering amount. | Orchard Securities, LLC BrokerCheck CRD 133378 ↗ Capulent LLC BrokerCheck CRD 155155 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ 1031 Securities Inc. BrokerCheck CRD 326590 ↗ Great Point Capital, LLC BrokerCheck CRD 114203 ↗ American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗ |
| EDGAR ↗ | Jul 17, 2023 D File 021-487160 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 17, 2022 D File 021-461859 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 17, 2022 D File 021-461858 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 11, 2022 D/A File 021-427723 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 18, 2022 D File 021-434246 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 18, 2021 D File 021-410386 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 18, 2021 D File 021-410381 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2021 D File 021-401521 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 13, 2021 D File 021-395505 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 4, 2021 D File 021-388482 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 1, 2021 D File 021-387974 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 16, 2020 D/A File 021-348918 | $31,334 | $0 | $0 | RBC CAPITAL MARKETS, LLC BrokerCheck CRD 31194 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) |
| EDGAR ↗ | Sep 16, 2020 D/A File 021-348917 | $337,515 (est.) | $0 | $0 | RBC CAPITAL MARKETS, LLC BrokerCheck CRD 31194 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) |
| EDGAR ↗ | Jan 29, 2020 D File 021-359177 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 16, 2015 D/A File 021-228346 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 16, 2015 D/A File 021-228349 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 26, 2011 D File 021-163429 | $0 | $100,000 (est.) | $488,625 (est.) | Christopher Blonkvist no CRD number reported |
| EDGAR ↗ | Jul 26, 2011 D File 021-163432 | $0 | $20,000 | $58,875 (est.) | Christopher Blonkvist no CRD number reported |
| EDGAR ↗ | Mar 28, 2011 D File 021-157435 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Velocis Industrial Fund II, LP group: Velocis Secondary | Director Manager of the Manager of the General Partners' General Partner | Jul 2, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $36,500,000 | 50 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Velocis Maple Grove BTR DST group: Velocis Secondary | Executive Officer, Director Manager of Manager of Manager of Manager of Issuer. | Dec 31, 2025 | D/A | $11,310,634 similar: $3,160,078–$25,000,000 | $5,667,537 | 18 similar: 4–53 | No minimum reported similar: $25,000–$100,000 |
| EDGAR ↗ | Velocis Maple Grove BTR DST group: Velocis Secondary | Executive Officer, Director Manager of Manager of Manager of Manager of Issuer. | Oct 8, 2025 | D | $11,310,634 similar: $3,160,078–$25,000,000 | $755,618 | 1 similar: 4–53 | No minimum reported similar: $25,000–$100,000 |
| EDGAR ↗ | Velocis MuraBella DST group: Velocis Secondary | Executive Officer, Director Manager of manager of manager of manager of issuer. | Feb 19, 2025 | D/A | $10,569,002 similar: $3,160,078–$25,000,000 | $4,509,402 | 18 similar: 4–53 | No minimum reported similar: $25,000–$100,000 |
| EDGAR ↗ | Velocis MuraBella DST group: Velocis Secondary | Executive Officer, Director Manager of manager of manager of manager of issuer. | Aug 9, 2024 | D | $10,569,002 similar: $3,160,078–$25,000,000 | $853,202 | 3 similar: 4–53 | No minimum reported similar: $25,000–$100,000 |
| EDGAR ↗ | VIF Temple CIV, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the Issuer. | Jul 17, 2023 | D | $7,200,000 similar: $155,000–$5,250,000 | $7,200,000 | 2 similar: 4–27 | $200,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Velocis Secondary Partners III, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the Issuer. | Oct 17, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $30,800,000 | 57 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Velocis Secondary Partners III QP, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of Issuer. | Oct 17, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $26,185,000 | 97 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | OpenBench, Inc. | Executive Officer, Director, Promoter | Apr 11, 2022 | D/A | $2,500,000 similar: $1,100,015–$10,001,163 | $2,272,500 | 16 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Velocis Industrial Fund, LP group: Velocis Secondary | Executive Officer Manager of the Investment Manager and Sole Member/Manager of the General Partner of the General Partner of the Issuer | Feb 18, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $90,850,000 | 102 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | OpenBench, Inc. | Executive Officer, Director, Promoter | Jan 4, 2022 | D | $2,500,000 similar: $1,100,015–$10,001,163 | $1,017,500 | 4 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Velocis Secondary Partners II QP, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the Issuer. | Aug 18, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $14,560,000 | 82 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Velocis Secondary Partners II, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of Issuer. | Aug 18, 2021 | D | Indefinite similar: $500,000–$16,420,250 | $27,040,000 | 78 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Velocis Secondary Partners I, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the Issuer. | Jun 2, 2021 | D | $11,700,000 similar: $155,000–$5,250,000 | $11,700,000 | 41 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | OpenBench, Inc. | Executive Officer, Director, Promoter | Apr 13, 2021 | D | $150,000 similar: $500,000–$7,000,000 | $150,000 | 6 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Velocis Fund III REIT, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the General Partners of the Issuer | Feb 4, 2021 | D | $125,000 similar: $1,815,000–$10,000,000 | $125,000 | 125 similar: 7–33 | $1,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Velocis Secondary 2020-1, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the Issuer. | Feb 1, 2021 | D | $8,120,000 similar: $155,000–$5,250,000 | $8,120,000 | 27 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Velocis Fund III Institutional, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the Issuer | Sep 16, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $26,750,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Velocis Fund III, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the Issuer | Sep 16, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $97,481,000 | 184 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | OpenBench, Inc. | Executive Officer, Director | Jan 29, 2020 | D | $300,000 similar: $500,000–$7,000,000 | $300,000 | 6 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Velocis Fund III Institutional, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the Issuer | Sep 16, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Velocis Fund III, LP group: Velocis Secondary | Executive Officer Manager of the Manager of the General Partner of the General Partner of the Issuer | Sep 16, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Velocis Fund II QP, LP group: Velocis Secondary | Executive Officer Member of the Manager of the Issuer | Nov 16, 2015 | D/A | Indefinite similar: $500,000–$16,420,250 | $116,150,000 | 98 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Velocis Fund II, LP group: Velocis Secondary | Executive Officer Member of the Manager of the Issuer | Nov 16, 2015 | D/A | Indefinite similar: $500,000–$16,420,250 | $7,350,000 | 24 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Velocis Fund II QP, LP group: Velocis Secondary | Executive Officer Member of the Manager of the Issuer | Nov 14, 2014 | D | Indefinite similar: $500,000–$16,420,250 | $54,950,000 | 50 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Velocis Fund II, LP group: Velocis Secondary | Executive Officer Member of the Manager of the Issuer | Nov 14, 2014 | D | Indefinite similar: $500,000–$16,420,250 | $9,950,000 | 24 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Velocis Fund-Feeder I, L.P. group: Velocis Secondary | Director Manager of Velocis Fund G.P., LLC, general partner | Jul 26, 2011 | D | Indefinite similar: $1,815,000–$10,000,000 | $3,925,000 | 12 similar: 7–33 | $100,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Velocis Fund, L.P. group: Velocis Secondary | Director Manager of Velocis Fund G.P., LLC, general partner | Jul 26, 2011 | D | Indefinite similar: $1,815,000–$10,000,000 | $32,575,000 | 29 similar: 7–33 | $100,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Valeo Jefferson, L.P. | Director Manager of Manager of General Partner | Mar 28, 2011 | D | $5,050,000 similar: $1,815,000–$10,000,000 | $5,050,000 | 19 similar: 7–33 | $3,500 similar: $20,000–$50,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (6 industry/exemption sets on this page); 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.
Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as James E. Yoder. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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