Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:13 AM ET

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Jeffrey Hoffner

Named as an officer, director or promoter on SEC Form D filings · NY, CT · Jun 5, 2015 → Jun 4, 2021

1deal (issuers)

$417.9Mreported sold

181investors

12Form D filings

2015–2021years on file

Follow this person Look further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:33 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jeffrey Hoffner is listed as an executive officer and promoter on 12 SEC Form D filings by 1 issuer between Jun 2015 and Jun 2026: Engle Capital Partners, L.P. (Greenwich, CT — pooled investment fund — 2015–2026; $417.9M reported sold to 181 investors).

What this means One deal on file with the SEC. A Form D is the notice a company files after it starts selling a private investment — it is a notice, not an approval.

Listed alongside Jeffrey Helman (12 shared filings), Engle Capital Advisors, LLC (7 shared filings, management entity), Engle Capital GP, LLC (7 shared filings, management entity), Engle Capital Management, L.P. (7 shared filings, management entity), Engle Capital Advisors, LLC (5 shared filings, management entity) and 2 others.

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

The issuer belongs to the sponsor group Engle (2 issuers, $1.03B reported sold, 2015–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Engle has 2 companies on file and $1.03B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, 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) — 6 court cases matching the name, 7 bankruptcy cases matching the name listed in Key records below.

What this means 13 records came back, including 1 court case still open — open cases can take years and cost money. 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 12 public filings for Jeffrey Hoffner and found 2 differences: Address moved from New York, NY to Greenwich, CT; Jeffrey Hoffner is listed with 2 different address states: NY, CT.

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 Jeffrey Hoffner has not run yet — it is joining a line of 49,276 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.

Key records

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

1. Lawsuits

6 cases: 2 closed (disposition not in docket feed), 1 open, 3 dismissed

Morgan Stanley Smith Barney LLC v. Hoffner closed

District Court, S.D. Florida · No. 2:24-cv-14294 · Filed Sep 9, 2024 · Closed Apr 3, 2025 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract

Role of Hoffner: Defendant · Outcome: Terminated 2025-04-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in FL (not a filing state)

Hoffner v. Davol, Inc. open

District Court, S.D. Ohio · No. 2:19-cv-02563 · Filed Jun 19, 2019 · Nature of suit: 367 Health care / pharm

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

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in OH (not a filing state)

HOFFNER v. BRISTOL-MYERS SQUIBB COMPANY dismissed

District Court, N.D. Florida · No. 3:18-cv-00476 · Filed Mar 23, 2018 · Closed Jun 5, 2020 · Nature of suit: 367 Health care / pharm

Role of HOFFNER: Plaintiff · Outcome: Terminated 2020-06-05 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in FL (not a filing state)

Hoffner v. Federal Deposit Insurance Corporation dismissed

District Court, D. Colorado · No. 1:11-cv-03099 · Filed Nov 28, 2011 · Closed Oct 16, 2012 · Nature of suit: Negotiable Instrument · Cause: 12:1819 Default of Promissory Note

Role of Hoffner: Plaintiff · Outcome: Terminated 2012-10-16 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in CO (not a filing state)

Hoffner v. Bank of Choice Holding Company closed

District Court, D. Colorado · No. 1:11-cv-00266 · Filed Feb 1, 2011 · Closed Jun 21, 2011 · Nature of suit: 791 Employee Retirement Income Security Act (ERISA) · Cause: 29:1001 E.R.I.S.A.: Employee Retirement

Role of Hoffner: Plaintiff · Outcome: Terminated 2011-06-21 — FJC Integrated Database disposition: Remanded to U.S. agency Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in CO (not a filing state)

TKR CABLE COMPANY v. HOFFNER dismissed

District Court, D. New Jersey · No. 3:95-cv-05342 · Filed Oct 5, 1995 · Closed Jan 30, 1996 · Nature of suit: 890 Other statutory actions

Role of HOFFNER: Defendant · Outcome: Terminated 1996-01-30 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in NJ (not a filing state)

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, 2:33 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Jeffrey Hoffner..

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).

3. Bankruptcies

7 cases: 7 closed (disposition not in docket feed)

Hoffner's Nursery, Inc. closed

United States Bankruptcy Court, M.D. Florida · No. 8:14-bk-08915 · Filed Jul 31, 2014 · Closed May 30, 2017

Role of Hoffner's Nursery, Inc.: Debtor · Outcome: Case closed 2017-05-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in FL (not a filing state)

Hoffner v. Household Automotive Finance Corporation closed

United States Bankruptcy Court, W.D. Pennsylvania · No. 09-02301 · Filed May 26, 2009 · Closed Aug 11, 2009

Role of Hoffner: Plaintiff · Outcome: Case closed 2009-08-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in PA (not a filing state)

New Frontier Bank v. Hoffner closed

United States Bankruptcy Court, D. Colorado · No. 03-01954 · Filed Sep 25, 2003 · Closed Jun 8, 2004

Role of Hoffner: Defendant · Outcome: Case closed 2004-06-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in CO (not a filing state)

Jeffrey S. Hoffner and Joann Bertolucci closed

United States Bankruptcy Court, W.D. Michigan · No. 01-11923 · Filed Nov 27, 2001 · Closed May 28, 2002

Role of Jeffrey S. Hoffner and Joann Bertolucci: Debtor · Outcome: Case closed 2002-05-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); first name matches; court in MI (not a filing state)

Landels Ripley and Diamond LLP v. Hoffner closed

United States Bankruptcy Court, N.D. California · No. 01-03020 · Filed Jan 29, 2001 · Closed Aug 27, 2001

Role of Hoffner: Defendant · Outcome: Case closed 2001-08-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in CA (not a filing state)

HOFFNER v. FIRST UNION NATIONAL BANK closed

United States Bankruptcy Court, D. Delaware · No. 99-00432 · Filed Oct 18, 1999 · Closed May 30, 2000

Role of HOFFNER: Plaintiff · Outcome: Case closed 2000-05-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in DE (not a filing state)

Hoffner & Sharp, Inc. closed

United States Bankruptcy Court, D. New Jersey · No. 91-14941 · Filed Oct 16, 1991 · Closed Feb 24, 1994

Role of Hoffner & Sharp, Inc.: Debtor · Outcome: Case closed 1994-02-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 37 federal dockets); surname only in the caption; court in NJ (not a filing state)

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, 2:33 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

4. Differences between public sources

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

2 differences found between the filings for Jeffrey Hoffner (compared 12 filings on Oct 24, 2026)

Note · Jun 4, 2021 – Jun 6, 2022

Address moved from New York, NY to Greenwich, CT — Engle Capital Partners, L.P.

The people listed on the Jun 4, 2021 filing give New York, NY; on the Jun 6, 2022 filing they give Greenwich, CT.

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

Form D/A · Jun 4, 2021 ↗Form D/A · Jun 6, 2022 ↗Engle Capital Partners, L.P. — PartnerFacts page ↗

Sources

Form D/A · Jun 4, 2021 ↗ (Jun 4, 2021)
Form D/A · Jun 6, 2022 ↗ (Jun 6, 2022)
Engle Capital Partners, L.P. — PartnerFacts page ↗ (Jun 5, 2026)

Note · Jun 5, 2015 – Jun 5, 2026

Jeffrey Hoffner is listed with 2 different address states: NY, CT

NY on 7 filings (Jun 5, 2015 to Jun 4, 2021); CT on 5 filings (Jun 6, 2022 to Jun 5, 2026).

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

Form D · Jun 5, 2015 ↗Form D/A · Jun 6, 2022 ↗

Sources

Form D · Jun 5, 2015 ↗ (Jun 5, 2015)
Form D/A · Jun 6, 2022 ↗ (Jun 6, 2022)

What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 1 offering report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)	Sales commissions	Finder's fees	To insiders	Paid to sell it	Source
Jun 5, 2026 D/A Engle Capital Partners, L.P. File 021-241205	$0	$0	$0 The General Partner or an affiliate receives management fees calculated as a percentage of net assets and (a special allocation of) a percentage of annual net profits.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 000007691 ↗	EDGAR ↗

How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 1

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

Pooled Investment Fund · group: Engle

Engle Capital Partners, L.P.

Greenwich, CT · Jun 5, 2015 → Jun 5, 2026 · 12 filings

Jun 5, 2026 · D/A · $417,876,938 sold of Indefinite · 181 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 5, 2025 · D/A · $404,598,126 sold of Indefinite · 179 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 5, 2024 · D/A · $403,348,126 sold of Indefinite · 178 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 5, 2023 · D/A · $401,345,601 sold of Indefinite · 176 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 6, 2022 · D/A · $397,255,381 sold of Indefinite · 173 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 4, 2021 · D/A · $359,782,618 sold of Indefinite · 106 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 5, 2020 · D/A · $222,000,436 sold of Indefinite · 78 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 5, 2019 · D/A · $188,499,851 sold of Indefinite · 68 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 5, 2018 · D/A · $73,666,260 sold of Indefinite · 33 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 5, 2017 · D/A · $53,925,000 sold of Indefinite · 21 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 6, 2016 · D/A · $51,875,000 sold of Indefinite · 19 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗
Jun 5, 2015 · D · $24,900,000 sold of Indefinite · 9 investors · min. $1,000,000 · role: Executive Officer, Promoter (Management Board Member of General Partner of Issuer) EDGAR ↗

Raised $417.9M from 181 investors as of the latest filing. Jeffrey is listed as executive officer, promoter on 12 filings for this deal.

Latest filing on EDGAR ↗

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Jeffrey 7

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

Management entity