Sponsor Check › Person
Named as an officer, director or promoter on SEC Form D filings · TX · Nov 18, 2013 → Sep 12, 2023
Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:30 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Jeff Serra is listed as an executive officer, director, and promoter on 65 SEC Form D filings by 14 issuers between Nov 2013 and Sep 2023. Largest by amount reported sold: Obra Insurance Fund, LP (New York, NY — pooled investment fund — 2015–2021; $2.6B reported sold to 4,927 investors), Ovation Alternative Income Fund, LP (Austin, TX — pooled investment fund — 2013–2022; $655.4M reported sold to 2,514 investors), Life Assets Trust S.A. - Compartment VII (Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2017–2021; $613.1M reported sold to 273 investors), OVATION ALTERNATIVE INCOME FUND-A LP (Austin, TX — pooled investment fund — 2018–2023; $247.1M reported sold to 648 investors), Ovation Tax Lien Fund, L.P. (San Antonio, TX — pooled investment fund — 2021–2023; $102.4M reported sold to 289 investors) and 9 more (all listed below).
What this means That is a lot of deals — 14 separate companies raised money with this person listed as executive officer, director, and promoter, over about 10 years. Across those companies the filings report $4.37B sold in total.
Listed alongside Michael Rovner (44 shared filings), Ovation Management LLC (44 shared filings, management entity), Ovation Partners, LP (44 shared filings, management entity), Joel Katz (38 shared filings), Ovation OZ Management LLC (20 shared filings, management entity) and 30 others.
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Jeff. Each name links to their own page.
The issuers belong to 4 sponsor groups: Ovation (12 issuers, $230.1M reported sold, 2011–2026), Obra (16 issuers, $4.49B reported sold, 2010–2026), Ovation Alternative (2 issuers, $865.3M reported sold, 2013–2025) and Vicof (5 issuers, $1.61B reported sold, 2016–2020).
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 (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.
What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.
We compared the newest 50 of 65 public filings for Jeff Serra and found 15 differences, 7 worth asking the sponsor about: 4 offerings reported less sold on a later filing than an earlier one; 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.
Community search for Jeff Serra has not run yet — it is joining a line of 36,305 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.
Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.
Five things investors ask first. Items still in human review are counted, not shown.
None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026
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, 2:30 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.
None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET
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 Jeff Serra..
State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).
None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026
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, 2:30 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.
Comparisons cover issuers and sponsor groups — see the issuer pages under Deals
15 differences found between the filings for Jeff Serra — 7 worth asking about (compared the newest 50 of 65 filings on Oct 24, 2026; older filings not covered)
United States Bankruptcy Court, S.D. Texas docket "Chris W Creel" filed Oct 12, 2005, closed Feb 15, 2006. Chris Creel (listed on the same filings) is listed as Debtor ("Chris W Creel"). Our match estimate: 70%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
Amount sold went down between filings — OVATION ALTERNATIVE INCOME FUND-A LP · Amount sold went down between filings — Ovation Tax Lien Fund, L.P. · Amount sold went down between filings — Life Assets Trust S.A. - Compartment VIII · Amount sold went down between filings — Ovation Alternative Income Fund, LP
What this means Amounts sold normally only go up. Ask the sponsor what happened on each.
The Aug 13, 2021 filing reports 62 investors; the Aug 16, 2022 Form D/A reports 61 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.
The Apr 23, 2020 filing reports 263 investors; the Apr 22, 2021 Form D/A reports 223 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.
The Nov 6, 2019 filing reports 51 investors; the Nov 3, 2020 Form D/A reports 11 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.
Austin 45 Development Services Inc. (last filing Jun 30, 2022; $0 sold of $4,125,000). Each has no filing in more than two years and reported under half its target sold.
What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.
Evolve Bank and Trust is listed as receiving sales compensation on 12 filings (Mar 10, 2015 to May 14, 2026) with no FINRA CRD number given.
What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.
Form D filed 135 days after the first sale — Kress OZB LLC · Form D filed 131 days after the first sale — Kress OZ LP · Form D filed 131 days after the first sale — Derby RR OZ LP · Form D filed 75 days after the first sale — Life Assets Trust S.A. - Compartment VIII
What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.
No amendment in the last 12 months on an offering that may still be open — Derby RR OZ LP (latest filing Sep 12, 2023) · No amendment in the last 12 months on an offering that may still be open — Kress OZB LLC (latest filing Sep 11, 2023) · No amendment in the last 12 months on an offering that may still be open — Kress OZ LP (latest filing Sep 11, 2023) · No amendment in the last 12 months on an offering that may still be open — Derby RR OZB LLC (latest filing Sep 11, 2023) · No amendment in the last 12 months on an offering that may still be open — Ovation Tax Lien Fund, L.P. (latest filing Sep 11, 2023) · and 4 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.
Jeff Serra is no longer listed on the Sep 15, 2023 amendment — OVATION ALTERNATIVE INCOME FUND-A LP · Jeff Serra is no longer listed on the Sep 15, 2023 amendment — Ovation Alternative Income Fund, LP · Jeff Serra is no longer listed on the Aug 16, 2022 amendment — Life Assets Trust S.A. - Compartment VIII · Jeff Serra is no longer listed on the May 17, 2022 amendment — Obra Insurance Fund, LP · Jeff Serra is no longer listed on the Apr 20, 2022 amendment — Life Assets Trust S.A. - Compartment VII
What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.
The Dec 12, 2019 filing lists Jeff Serra as promoter; the Feb 3, 2021 Form D/A lists executive officer.
What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.
The May 4, 2020 filing lists Jeff Serra as promoter; the Sep 15, 2020 Form D/A lists executive officer.
What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.
The Aug 20, 2019 filing lists Jeff Serra as promoter; the Nov 6, 2019 Form D/A lists executive officer.
What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.
"$25,000,001 - $50,000,000" (Jun 8, 2010); then "Decline to Disclose" (Feb 16, 2011).
What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.
Address moved from Austin, TX to San Antonio, TX — Derby RR OZ LP · Address moved from Austin, TX to San Antonio, TX — Kress OZB LLC · Address moved from Austin, TX to San Antonio, TX — Kress OZ LP · Address moved from Austin, TX to San Antonio, TX — Derby RR OZB LLC · Address moved from Austin, TX to San Antonio, TX — Ovation Tax Lien Fund, L.P. · and 5 more
What this means Businesses move. If you were told one city and the forms say another, ask which is current.
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 65 filings (work cap); older filings are not covered here. As of Oct 24, 2026.
9 of 17 offerings report sales commissions totalling $17,602,844; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Sep 12, 2023 D/A Derby RR OZ LP File 021-352697 | $25,000 | $0 | $0 | W.G. Nielsen & Co. BrokerCheck CRD 41093 ↗ | EDGAR ↗ |
| Sep 11, 2023 D/A Derby RR OZB LLC File 021-344139 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 11, 2023 D/A Kress OZ LP File 021-352694 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Sep 11, 2023 D/A Kress OZB LLC File 021-353511 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 11, 2023 D/A Ovation Tax Lien Fund, L.P. File 021-274336 | $102,733 (est.) | $0 | $0 | Preston Patton BrokerCheck CRD 4896946 ↗ via Britehorn Securities (CRD 36402 ↗) | EDGAR ↗ |
| Feb 28, 2023 D/A OVATION ALTERNATIVE INCOME FUND-A LP File 021-328803 | $46,500 | $0 | $0 (est.) | SPEARHEAD CAPITAL LLC BrokerCheck CRD 145560 ↗ ARETE WEALTH MANAGEMENT, LLC BrokerCheck CRD 44856 ↗ Preston Patton BrokerCheck CRD 4896946 ↗ via Britehorn Securities (CRD 36402 ↗) | EDGAR ↗ |
| Sep 15, 2022 D/A Ovation Alternative Income Fund, LP File 021-299952 | $1,041,299 (est.) | $0 | $0 (est.) | Spearhead Capital LLC BrokerCheck CRD 145560 ↗ Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ Preston Patton BrokerCheck CRD 4896946 ↗ via Britehorn Securities (CRD 36402 ↗) | EDGAR ↗ |
| Sep 15, 2022 D/A Ovation Income Fund V-Corp LP File 021-416491 | $0 | $0 | $0 (est.) | Preston Patton BrokerCheck CRD 4896946 ↗ via Britehorn Securities (CRD 36402 ↗) | EDGAR ↗ |
| Sep 15, 2022 D/A Ovation Income Fund V LP File 021-417437 | $4,125 | $0 | $0 (est.) | Preston Patton BrokerCheck CRD 4896946 ↗ via Britehorn Securities (CRD 36402 ↗) | EDGAR ↗ |
| Jun 30, 2022 D Austin 45 Development Services Inc. File 021-450868 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 13, 2021 D/A Life Assets Trust S.A. - Compartment VIII File 021-339729 | $1,518,781 | $0 | $0 Issuer's confidential offering materials fully discuss management fees. Messrs. Vareika and Francq receive annual fees as independent directors of the Issuer. | Andrews Partners BrokerCheck CRD 36402 ↗ Britehorn Securities BrokerCheck CRD 36402 ↗ via William Tice (CRD 2269464 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Anne Christianson Buchanan (CRD 5519484 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Brian Christopher O'Grady (CRD 4398454 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Adam Wesley Cross (CRD 5420204 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Howard Lawrence Abrahams (CRD 2568374 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Matthew Schref (CRD 4826447 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Kimberley Claire Rosko (CRD 5145620 ↗) | EDGAR ↗ |
| May 18, 2021 D/A Obra Insurance Fund, LP File 021-143118 | $10,958,204 (est.) | $0 | $0 (est.) The investment manager is entitled to a management fee. The management fee is fully described in the Issuer's confidential offering materials. | Advance Equities Inc. BrokerCheck CRD 35545 ↗ Conservative Asset Management Inc. BrokerCheck CRD 145700 ↗ Argentus Securities LLC (formerly Summitt) BrokerCheck CRD 45915 ↗ Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗ Evolve Bank and Trust no CRD number reported Feltl and Company, Inc. BrokerCheck CRD 6905 ↗ Gentry Securities LLC BrokerCheck CRD 155142 ↗ Harbor Light Securities, LLC BrokerCheck CRD 130227 ↗ IFS Securities, Inc. BrokerCheck CRD 40375 ↗ Welcome Life Securities, LLC BrokerCheck CRD 142281 ↗ Landolt Securities, Inc. BrokerCheck CRD 28352 ↗ Britehorn Securities BrokerCheck CRD 36402 ↗ Cabot Lodge Securities, LLC BrokerCheck CRD 159712 ↗ | EDGAR ↗ |
| Apr 22, 2021 D/A Life Assets Trust S.A. - Compartment VII File 021-282538 | $3,691,202 | $0 | $0 Issuer's confidential offering materials fully discuss management fees. Messrs. Vareika and Francq receive annual fees as independent directors of the Issuer. | Andrews Partners BrokerCheck CRD 36402 ↗ | EDGAR ↗ |
| Jul 12, 2019 D Derby RR OZ LP File 021-344138 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 12, 2019 D Kress OZ LP File 021-344142 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Dec 2, 2016 D/A Ovation Alternative Income Fund, LP File 021-206525 | $215,000 (est.) | $0 | $0 (est.) | Andrews Partners BrokerCheck CRD 36402 ↗ Lucia Securities BrokerCheck CRD 37179 ↗ Spearhead Capital LLC BrokerCheck CRD 145560 ↗ | EDGAR ↗ |
| Nov 7, 2016 D Vida Opportunity Fund, LP File 021-273884 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
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).
Every issuer that named Jeff Serra on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.
Raised $23.2M from 39 investors as of the latest filing. Jeff is listed as executive officer on 6 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $40.4M from 51 investors as of the latest filing. Jeff is listed as executive officer, promoter on 7 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $18.6M from 14 investors as of the latest filing. Jeff is listed as executive officer on 5 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $7.11M from 21 investors as of the latest filing. Jeff is listed as executive officer on 6 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $102.4M from 289 investors as of the latest filing. Jeff is listed as executive officer on 3 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $247.1M from 648 investors as of the latest filing. Jeff is listed as executive officer, promoter on 5 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $750K from 3 investors as of the latest filing. Jeff is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $2M from 5 investors as of the latest filing. Jeff is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $655.4M from 2,514 investors as of the latest filing. Jeff is listed as executive officer, promoter on 10 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. Jeff is listed as director.
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: Commercial / 506(b) (6,713 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.
Raised $58.6M from 62 investors as of the latest filing. Jeff is listed as promoter on 4 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $2.6B from 4,927 investors as of the latest filing. Jeff is listed as executive officer on 7 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $613.1M from 273 investors as of the latest filing. Jeff is listed as promoter on 6 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. Jeff is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.
Ovation Partners, LP is on 9 issuers in total — a repeat sponsor. Their page lists every one.
Ovation Management LLC is on 9 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Vida Capital Management, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Michael Rovner is on 12 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jeff Serra. Their page shows their other deals.
Melissa McCarthy is on 9 issuers in total — a repeat sponsor. Their page lists every one.
Joshua Bullock is on 9 issuers in total — a repeat sponsor. Their page lists every one.
Chris Creel is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Franck Willaime is on 8 issuers in total — a repeat sponsor. Their page lists every one.
Cory Paul Older is on 6 issuers in total — a repeat sponsor. Their page lists every one.
One team, 12 deal companies. Jeff Serra is listed on 7 of them.
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 Jeff Serra.
One team, 16 deal companies. Jeff Serra is listed on 3 of them.
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 Jeff Serra.
One team, 2 deal companies. Jeff Serra is listed on 2 of them.
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 Jeff Serra.
One team, 5 deal companies. Jeff Serra is listed on 1 of them.
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 Jeff Serra.
One team, 6 deal companies. Jeff Serra is listed on 1 of them.
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 Jeff Serra.
A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.
Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).
A person is never an adviser firm. 9 of the 14 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Ovation Alternative Income Fund, LP, OVATION ALTERNATIVE INCOME FUND-A LP, Derby RR OZ LP, Derby RR OZB LLC, Kress OZ LP, Kress OZB LLC, Ovation Tax Lien Fund, L.P., Ovation Income Fund V LP, Ovation Income Fund V-Corp LP.
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 are matched to companies only, never to individuals, so none are matched to Jeff Serra 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 14 issuers this person is listed on — nothing matched.
Websites and social links of the issuers Jeff Serra is listed on: none on file. No website or social profile named in Obra Insurance Fund, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #26,596 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.
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Free. Logged with status: received → under review → fixed / confirmed with source.
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