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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:17 AM ET

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JB
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Jesse Brunner

Named as an officer, director or promoter on SEC Form D filings · CA · Aug 17, 2009 → Feb 12, 2026

1deal (issuers)
$447.4Mreported sold
594investors
17Form D filings
2009–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jesse Brunner is listed as an executive officer, director, and promoter on 17 SEC Form D filings by 1 issuer between Aug 2009 and Feb 2026: Evergreen Advantage, LLC (Santa Monica, CA — pooled investment fund — 2009–2026; $447.4M reported sold to 594 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 Dan Zuckerman (17 shared filings), Maurice Singer (17 shared filings), Steve Adler (16 shared filings) and Singer Adler (1 shared filing).

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

The issuer belongs to the sponsor group Evergreen (2 issuers, $447.7M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Evergreen has 2 companies on file and $447.7M 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) — 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 17 public filings for Jesse Brunner and found 7 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 Jesse Brunner has not run yet — it is joining a line of 50,743 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

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, 2:19 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: 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 Jesse Brunner..

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

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

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, 2:19 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.

4. Differences between public sources

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

7 differences found between the filings for Jesse Brunner — 1 worth asking about (compared 17 filings on Oct 24, 2026)

Note · May 11, 2026

Bankruptcy case: Evergreen Advantage, LLC v. Hays Tabernacle CME Church — filed May 11, 2026

United States Bankruptcy Court, C.D. California docket "Evergreen Advantage, LLC v. Hays Tabernacle CME Church" filed May 11, 2026 (Open). Evergreen Advantage, LLC (related issuer) is listed as Plaintiff ("Evergreen Advantage, LLC"). Our match estimate: 80%.

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.

Sources
Note · Aug 26, 2019 – Aug 4, 2021

Bankruptcy case: NAYLOR v. THE EVERGREEN ADVANTAGE, LLC — filed Aug 26, 2019

United States Bankruptcy Court, C.D. California docket "NAYLOR v. THE EVERGREEN ADVANTAGE, LLC" filed Aug 26, 2019, closed Aug 4, 2021. Evergreen Advantage, LLC (related issuer) is listed as Defendant ("THE EVERGREEN ADVANTAGE, LLC"). Our match estimate: 80%.

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.

Sources
Note · Jun 22, 2015 – Dec 5, 2016

Bankruptcy case: Chukerman v. Evergreen Advantage, LLC — filed Jun 22, 2015

United States Bankruptcy Court, C.D. California docket "Chukerman v. Evergreen Advantage, LLC" filed Jun 22, 2015, closed Dec 5, 2016. Evergreen Advantage, LLC (related issuer) is listed as Defendant ("Evergreen Advantage, LLC"). Our match estimate: 80%.

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.

Sources
Worth asking · Mar 27, 2023 – Apr 18, 2024

Investor count went down between filings — Evergreen Advantage, LLC

The Mar 27, 2023 filing reports 594 investors; the Apr 18, 2024 Form D/A reports 332 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.

Sources
Note · Dec 19, 2014 – Apr 18, 2024

6 offerings changed their target amount between filings

Offering amount changed between filings — Evergreen Advantage, LLC · Offering amount changed between filings — Evergreen Advantage, LLC · Offering amount changed between filings — Evergreen Advantage, LLC · Offering amount changed between filings — Evergreen Advantage, LLC · Offering amount changed between filings — Evergreen Advantage, LLC · and 1 more

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Sources
Note · Dec 19, 2014 – Jan 6, 2016

Minimum investment changed between filings — Evergreen Advantage, LLC

The Dec 19, 2014 filing lists a minimum of $100,000; the Jan 6, 2016 Form D/A lists $200,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Aug 17, 2009 – Sep 14, 2011

Reported revenue range changed between filings — Evergreen Advantage, LLC

"$1,000,001 - $5,000,000" (Aug 17, 2009); then "$5,000,001 - $25,000,000" (Sep 24, 2010); then "Decline to Disclose" (Sep 14, 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.

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. As of Oct 24, 2026.

5. Money to insiders

None reported on 1 offering — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 12, 2026 D/A
Evergreen Advantage, LLC
File 021-133718
$0$0$0None listed on this filingEDGAR ↗

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 Jesse Brunner 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: Evergreen

Evergreen Advantage, LLC

Santa Monica, CA · Aug 17, 2009 → Feb 12, 2026 · 17 filings
  • Feb 12, 2026 · D/A · $447,437,103 sold of $500,000,000 · 445 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Apr 7, 2025 · D/A · $430,411,603 sold of $500,000,000 · 412 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Apr 18, 2024 · D/A · $408,037,881 sold of $500,000,000 · 332 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Mar 27, 2023 · D/A · $363,778,391 sold of $400,000,000 · 594 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Mar 18, 2022 · D/A · $354,068,418 sold of $400,000,000 · 413 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Apr 7, 2021 · D/A · $299,389,375 sold of $350,000,000 · 356 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Apr 9, 2020 · D/A · $257,574,938 sold of $350,000,000 · 349 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Mar 21, 2019 · D/A · $204,319,199 sold of $300,000,000 · 301 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Mar 22, 2018 · D/A · $171,466,324 sold of $250,000,000 · 298 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Mar 6, 2017 · D/A · $139,463,134 sold of $150,000,000 · 261 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Jan 6, 2016 · D/A · $103,678,254 sold of $150,000,000 · 180 investors · min. $200,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Dec 19, 2014 · D/A · $69,709,007 sold of $100,000,000 · 169 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Nov 8, 2013 · D/A · $43,117,000 sold of $100,000,000 · 150 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Sep 24, 2012 · D/A · $31,998,164 sold of $100,000,000 · 128 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Sep 14, 2011 · D/A · $21,019,660 sold of $100,000,000 · 72 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Sep 24, 2010 · D/A · $10,362,813 sold of $100,000,000 · 49 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Aug 17, 2009 · D · $0 sold of $100,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $447.4M from 594 investors (89% of the $500M target) as of the latest filing. Jesse is listed as executive officer, director, promoter on 17 filings for this deal.

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 Jesse 4

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

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

Dan Zuckerman

Executive Officer, Director, Promoter · 17 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jesse Brunner. Their page shows their other deals.

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

Maurice Singer

Director, Promoter, Executive Officer · 17 shared filings (1 issuer)

Listed on the same filings as Jesse Brunner. Their page shows their other deals.

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

Steve Adler

Executive Officer, Director, Promoter · 16 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jesse Brunner. Their page shows their other deals.

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

Singer Adler

Executive Officer, Director, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Jesse Brunner. Their page shows their other deals.

The team behind the deals

Sponsor group

Evergreen

2 issuers · 18 filings · $447.7M reported sold · 2009–2026

One team, 2 deal companies. Jesse Brunner is listed on 1 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 Jesse Brunner.

Registrations and other filings

Business registration (state registry / Secretary of State)

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).

Adviser registration (Form ADV)

None of the 1 issuer 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 Jesse Brunner 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 1 issuer this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jesse Brunner is listed on: none on file. No website or social profile named in Evergreen Advantage, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #41,286 of 374,652 in line (1,386 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 (Santa Monica, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

No corrections have been requested for this page.

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