PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:12 AM ET

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JOHN MORLEY

Named as an officer, director or promoter on SEC Form D filings · PA · Apr 9, 2015 → Jun 16, 2026

25deals (issuers)
$374.7Mreported sold
242investors
37Form D filings
2015–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

JOHN MORLEY is listed as an executive officer, director, and promoter on 37 SEC Form D filings by 25 issuers between Apr 2015 and Jun 2026. Largest by amount reported sold: AquaPhoenix Holdings, LLC (Hanover, PA — industry reported as "Other" — 2021; $82.6M reported sold to 5 investors), MIRI Holdings, Inc. (Saint Louis, MO — industry reported as "Other" — 2016; $70.8M reported sold to 23 investors), Charter Industries Holdings LLC (Kentwood, MI — industry reported as "Other" — 2018–2022; $63.1M reported sold to 6 investors), UP Ultimate Holdings LLC (Terrell, TX — industry reported as "Other" — 2019; $46.8M reported sold to 4 investors), Continental Battery Holding Corp. (Dallas, TX — industry reported as "Other" — 2017; $42.5M reported sold to 4 investors) and 20 more (all listed below).

What this means That is a lot of deals — 25 separate companies raised money with this person listed as executive officer, director, and promoter, over about 11 years. Across those companies the filings report $374.7M sold in total.

Listed alongside JOHN C. GLOVER (35 shared filings), LEON M. RUBINOV (28 shared filings), APRIL SIMILE (25 shared filings), JOE CHOORAPUZHA (23 shared filings), Francis Livingston (5 shared filings) and 41 others.

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

The issuers belong to 2 sponsor groups: Incline (33 issuers, $500.1M reported sold, 2011–2026) and Up Ultimate (2 issuers, $111.1M reported sold, 2019–2020).

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 (AZ, CA, DE, TX, WA) — 11 bankruptcy cases matching the name listed in Key records below.

What this means 11 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 37 public filings for JOHN MORLEY and found 6 differences: 6 offerings have no amendment in the last 12 months and may still be open; Industry group changed 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 JOHN MORLEY has not run yet — it is joining a line of 9,783 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

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

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

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

2. Regulatory actions

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

What was searched

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

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

3. Bankruptcies

11 cases: 11 closed (disposition not in docket feed)

John E Morley, jr closed
United States Bankruptcy Court, W.D. New York · No. 2-11-20607 · Filed Mar 31, 2011 · Closed Sep 27, 2016
Role of John E Morley, jr: Debtor · Outcome: Case closed 2016-09-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in NY (not a filing state)
John L Morley and Retha P Morley closed
United States Bankruptcy Court, C.D. California · No. 6:09-bk-21259 · Filed May 26, 2009 · Closed Nov 9, 2009
Role of John L Morley and Retha P Morley: Debtor · Outcome: Case closed 2009-11-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
John D Morley closed
United States Bankruptcy Court, C.D. California · No. 9:09-bk-11014 · Filed Mar 26, 2009 · Closed Aug 28, 2009
Role of John D Morley: Debtor · Outcome: Case closed 2009-08-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
John R Morley closed
United States Bankruptcy Court, D. Maryland · No. 05-21252 · Filed May 12, 2005 · Closed Aug 31, 2005
Role of John R Morley: Debtor · Outcome: Case closed 2005-08-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in MD (not a filing state)
John Morley and Charlene Morley closed
United States Bankruptcy Court, W.D. New York · No. 1-03-12135 · Filed Mar 28, 2003 · Closed Aug 23, 2006
Role of John Morley and Charlene Morley: Debtor · Outcome: Case closed 2006-08-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in NY (not a filing state)
John W. Morley, Jr. and Kari L. Morley closed
United States Bankruptcy Court, W.D. New York · No. 2-98-22706 · Filed Jul 16, 1998 · Closed Nov 18, 1998
Role of John W. Morley, Jr.: Debtor · Outcome: Case closed 1998-11-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in NY (not a filing state)
John G. Morley closed
United States Bankruptcy Court, E.D. Virginia · No. 94-14043 · Filed Oct 25, 1994 · Closed Feb 28, 1995
Role of John G. Morley: Debtor · Outcome: Case closed 1995-02-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in VA (not a filing state)
JOHN R MORLEY closed
United States Bankruptcy Court, D. Minnesota · No. 92-33211 · Filed Jun 5, 1992 · Closed Oct 2, 1992
Role of JOHN R MORLEY: Debtor · Outcome: Case closed 1992-10-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in MN (not a filing state)
John E. Morley closed
United States Bankruptcy Court, D. Massachusetts · No. 88-11834 · Filed Sep 29, 1988 · Closed Mar 27, 1992
Role of John E. Morley: Debtor · Outcome: Case closed 1992-03-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in MA (not a filing state)
John A. Morley and Helen M. Morley closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 87-20338 · Filed Feb 9, 1987 · Closed Jun 23, 1987
Role of John A. Morley and Helen M. Morley: Debtor · Outcome: Case closed 1987-06-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (PA)
John R. Morley and Anne M. Morley closed
United States Bankruptcy Court, D. Vermont · No. 82-00104 · Filed May 21, 1982 · Closed Sep 2, 1982
Role of John R. Morley and Anne M. Morley: Debtor · Outcome: Case closed 1982-09-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 3 people with this name in Form D filings; court in VT (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, 2:15 AM ET.

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

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

4. Differences between public sources

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

6 differences found between the filings for JOHN MORLEY (compared 37 filings on Oct 24, 2026)

Note · Mar 27, 2015 – Nov 30, 2023

6 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — IEP V EXECUTIVE FUND, L.P. (latest filing Nov 30, 2023) · No amendment in the last 12 months on an offering that may still be open — IEP ASCENT EXECUTIVE FUND, L.P. (latest filing May 5, 2023) · No amendment in the last 12 months on an offering that may still be open — IEP ELEVATE II EXECUTIVE FUND, L.P. (latest filing May 5, 2023) · No amendment in the last 12 months on an offering that may still be open — AFC-Dell Holding Corp. (latest filing Jan 22, 2020) · No amendment in the last 12 months on an offering that may still be open — AFC-Dell Holding Corp. (latest filing Nov 27, 2018) · and 1 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Nov 30, 2023 ↗IEP V EXECUTIVE FUND, L.P. — PartnerFacts page ↗Form D/A · May 5, 2023 ↗IEP ASCENT EXECUTIVE FUND, L.P. — PartnerFacts page ↗
Sources
Note · Dec 14, 2018 – Oct 3, 2022

Industry group changed between filings — Charter Industries Holdings LLC

"Retailing" (Dec 14, 2018); then "Other" (Oct 3, 2022).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Dec 14, 2018 ↗Form D · Oct 3, 2022 ↗Charter Industries Holdings LLC — PartnerFacts page ↗
Sources
Note · Jul 17, 2018 – May 13, 2025

Same name, different state: "JOHN MORLEY" (NY) is a separate record

This page covers filings where the address state is PA. A separate record, "JOHN MORLEY" with address state NY, is listed on 7 filings — most recently by System Pavers MIP II LLC (May 13, 2025). Both records have filings in the same period (Jul 17, 2018 to May 13, 2025).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

JOHN MORLEY (NY) — PartnerFacts page ↗Form D/A · May 13, 2025 ↗System Pavers MIP II LLC — PartnerFacts page ↗JOHN MORLEY (PA) — this page ↗
Sources
Note · Jan 9, 2014 – Feb 12, 2019

Same name, different state: "JOHN MORLEY" (OH) is a separate record

This page covers filings where the address state is PA. A separate record, "JOHN MORLEY" with address state OH, is listed on 12 filings — most recently by Blue Spark Technologies, Inc. (Feb 12, 2019). Both records have filings in the same period (Apr 9, 2015 to Feb 12, 2019).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

JOHN MORLEY (OH) — PartnerFacts page ↗Form D/A · Feb 12, 2019 ↗Blue Spark Technologies, Inc. — PartnerFacts page ↗JOHN MORLEY (PA) — this page ↗
Sources
Note · Dec 14, 2018 – Oct 3, 2022

Address moved from Kentwood, MI to Pittsburgh, PA — Charter Industries Holdings LLC

The people listed on the Dec 14, 2018 filing give Kentwood, MI; on the Oct 3, 2022 filing they give Pittsburgh, PA.

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 · Dec 14, 2018 ↗Form D · Oct 3, 2022 ↗Charter Industries Holdings LLC — PartnerFacts page ↗
Sources
Note · Apr 9, 2015 – Nov 27, 2018

Address moved from Fairfield, OH to Pittsburgh, PA — AFC-Dell Holding Corp.

The people listed on the Apr 9, 2015 filing give Fairfield, OH; on the Nov 27, 2018 filing they give Pittsburgh, PA.

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 · Apr 9, 2015 ↗Form D · Nov 27, 2018 ↗AFC-Dell Holding Corp. — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

0 of 34 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 16, 2026 D
EII-Co-Invest II, L.P.
File 021-587501
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 19, 2026 D/A
IEP ASCENT II EXECUTIVE FUND, L.P.
File 021-546698
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 19, 2025 D/A
IEP VI EXECUTIVE FUND, L.P.
File 021-500456
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 23, 2025 D
VI-Co-Invest I, L.P.
File 021-561905
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 16, 2025 D
IEP ELEVATE II EXECUTIVE FUND, L.P.
File 021-561162
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 16, 2025 D
Incline Precision Fund, L.P.
File 021-561172
$0 (est.)$0 (est.)$0 (est.)
The general partner of the Issuer is entitled to a carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 16, 2025 D
IEP Precision Executive Fund, L.P.
File 021-561174
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 8, 2025 D
V-CO-INVEST III, L.P.
File 021-554141
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 20, 2025 D
IEP ASCENT EXECUTIVE FUND, L.P.
File 021-549378
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 28, 2025 D
EII-CO-INVEST I, L.P.
File 021-542433
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 21, 2025 D
A-CO-INVEST I, L.P.
File 021-541804
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 17, 2024 D
INCLINE ASCENT FUND II, L.P.
File 021-532382
$0 (est.)$0 (est.)$0 (est.)
The general partner of the Issuer is entitled to a carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 17, 2024 D
INCLINE ASCENT FUND II-A, L.P.
File 021-532383
$0$0$0 (est.)
The general partner of the Issuer is entitled to a carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 12, 2024 D
V-CO-INVEST IV, L.P.
File 021-510440
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 15, 2023 D
A-CO-INVEST I, L.P.
File 021-499876
$0$0$0 (est.)None listed on this filingEDGAR ↗
Nov 30, 2023 D/A
IEP V EXECUTIVE FUND, L.P.
File 021-423958
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 26, 2023 D
V-CO-INVEST III, L.P.
File 021-495726
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 27, 2023 D
V-CO-INVEST II, L.P.
File 021-485313
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 5, 2023 D/A
IEP ELEVATE II EXECUTIVE FUND, L.P.
File 021-444678
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 5, 2023 D/A
IEP ASCENT EXECUTIVE FUND, L.P.
File 021-444677
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 14, 2022 D
INCLINE EQUITY PARTNERS VI, L.P.
File 021-467474
$0 (est.)$0 (est.)$0 (est.)
The general partner of the Issuer is entitled to a carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
SIXPOINT PARTNERS LLC BrokerCheck CRD 146067 ↗EDGAR ↗
Dec 14, 2022 D
INCLINE EQUITY PARTNERS VI-A, L.P.
File 021-467473
$0 (est.)$0 (est.)$0 (est.)
The general partner of the Issuer is entitled to a carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
SIXPOINT PARTNERS LLC BrokerCheck CRD 146067 ↗EDGAR ↗
Oct 3, 2022 D
Charter Industries Holdings LLC
File 021-460552
$0$0$0None listed on this filingEDGAR ↗
Aug 5, 2021 D
AquaPhoenix Holdings, LLC
File 021-408996
$0$0$0None listed on this filingEDGAR ↗
Jan 22, 2020 D
AFC-Dell Holding Corp.
File 021-358664
$0$0$0None listed on this filingEDGAR ↗
Jun 6, 2019 D
UP Ultimate Holdings LLC
File 021-341317
$0$0$0None listed on this filingEDGAR ↗
Dec 14, 2018 D
Charter Industries Holdings LLC
File 021-327957
$0$0$0None listed on this filingEDGAR ↗
Nov 27, 2018 D
AFC-Dell Holding Corp.
File 021-326591
$0$0$0None listed on this filingEDGAR ↗
May 17, 2018 D
Rotating Machinery Services Holding Corp.
File 021-312650
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2017 D
Continental Battery Holding Corp.
File 021-301501
$0$0$0None listed on this filingEDGAR ↗
Jun 12, 2017 D
Rotating Machinery Services Holding Corp.
File 021-288514
$0$0$0None listed on this filingEDGAR ↗
Dec 14, 2016 D
MIRI Holdings, Inc.
File 021-276268
$0$0$0None listed on this filingEDGAR ↗
Nov 12, 2015 D
Rotating Machinery Services Holding Corp.
File 021-251058
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2015 D
AFC-Dell Holding Corp.
File 021-237576
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 25

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

EC
Pooled Investment Fund · group: Incline

EII-Co-Invest II, L.P.

Pittsburgh, PA · Jun 16, 2026
  • Jun 16, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

IA
Pooled Investment Fund · group: Incline

IEP ASCENT II EXECUTIVE FUND, L.P.

Pittsburgh, PA · May 20, 2025 → May 19, 2026 · 2 filings
  • May 19, 2026 · D/A · $2,690,000 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • May 20, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.69M from 32 investors as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

IV
Pooled Investment Fund · group: Incline

IEP VI EXECUTIVE FUND, L.P.

Pittsburgh, PA · Dec 21, 2023 → Dec 19, 2025 · 3 filings
  • Dec 19, 2025 · D/A · $0 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 19, 2024 · D/A · $0 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

34 investors reported; no amount sold yet as of the latest filing. John is listed as executive officer, promoter on 3 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.

VC
Pooled Investment Fund · group: Incline

VI-Co-Invest I, L.P.

Pittsburgh, PA · Oct 23, 2025
  • Oct 23, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

IP
Pooled Investment Fund · group: Incline

IEP Precision Executive Fund, L.P.

Pittsburgh, PA · Oct 16, 2025
  • Oct 16, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

IP
Pooled Investment Fund · group: Incline

Incline Precision Fund, L.P.

Pittsburgh, PA · Oct 16, 2025
  • Oct 16, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

IE
Pooled Investment Fund · group: Incline

IEP ELEVATE II EXECUTIVE FUND, L.P.

Pittsburgh, PA · May 5, 2023 → Oct 16, 2025 · 2 filings
  • Oct 16, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • May 5, 2023 · D/A · $3,476,500 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $3.48M from 30 investors as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

VC
Pooled Investment Fund · group: Incline

V-CO-INVEST III, L.P.

Pittsburgh, PA · Oct 26, 2023 → Aug 8, 2025 · 2 filings
  • Aug 8, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 26, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

IA
Pooled Investment Fund · group: Incline

IEP ASCENT EXECUTIVE FUND, L.P.

Pittsburgh, PA · May 5, 2023 → Jun 20, 2025 · 2 filings
  • Jun 20, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • May 5, 2023 · D/A · $6,390,823 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $6.39M from 36 investors as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

EC
Pooled Investment Fund · group: Incline

EII-CO-INVEST I, L.P.

Pittsburgh, PA · Mar 28, 2025
  • Mar 28, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

AC
Pooled Investment Fund · group: Incline

A-CO-INVEST I, L.P.

Pittsburgh, PA · Dec 15, 2023 → Mar 21, 2025 · 2 filings
  • Mar 21, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 15, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

IA
Pooled Investment Fund · group: Incline

INCLINE ASCENT FUND II-A, L.P.

Pittsburgh, PA · Dec 17, 2024
  • Dec 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

IA
Pooled Investment Fund · group: Incline

INCLINE ASCENT FUND II, L.P.

Pittsburgh, PA · Dec 17, 2024
  • Dec 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

VC
Pooled Investment Fund · group: Incline

V-CO-INVEST IV, L.P.

Pittsburgh, PA · Apr 12, 2024
  • Apr 12, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

IV
Pooled Investment Fund · group: Incline

IEP V EXECUTIVE FUND, L.P.

Pittsburgh, PA · Nov 30, 2023
  • Nov 30, 2023 · D/A · $2,585,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.58M from 27 investors as of the latest filing. John is listed as executive officer, promoter.

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.

VC
Pooled Investment Fund · group: Incline

V-CO-INVEST II, L.P.

Pittsburgh, PA · Jun 27, 2023
  • Jun 27, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

IE
Pooled Investment Fund · group: Incline

INCLINE EQUITY PARTNERS VI, L.P.

Pittsburgh, PA · Dec 14, 2022
  • Dec 14, 2022 · D · $0 sold of $1,750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

IE
Pooled Investment Fund · group: Incline

INCLINE EQUITY PARTNERS VI-A, L.P.

Pittsburgh, PA · Dec 14, 2022
  • Dec 14, 2022 · D · $0 sold of $1,750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

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.

CI
Other

Charter Industries Holdings LLC

Kentwood, MI · Dec 14, 2018 → Oct 3, 2022 · 2 filings
  • Oct 3, 2022 · D · $1,473,188 sold of $1,473,188 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 14, 2018 · D · $63,066,787 sold of $63,066,787 · 6 investors · min. No minimum reported · role: Director (Manager) EDGAR ↗

Raised $63.1M from 6 investors (100% of the $1.47M target) as of the latest filing. John is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

AH
Other

AquaPhoenix Holdings, LLC

Hanover, PA · Aug 5, 2021
  • Aug 5, 2021 · D · $82,550,398 sold of $82,550,398 · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $82.6M from 5 investors (100% of the $82.6M target) as of the latest filing. John is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

AD
Other

AFC-Dell Holding Corp.

Fairfield, OH · Apr 9, 2015 → Jan 22, 2020 · 3 filings
  • Jan 22, 2020 · D · $0 sold of Indefinite · 22 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 27, 2018 · D · $1,536,142 sold of $1,546,645 · 22 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 9, 2015 · D · $32,478,350 sold of $33,000,000 · 19 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $32.5M from 22 investors as of the latest filing. John is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

UU
Other · group: Up Ultimate

UP Ultimate Holdings LLC

Terrell, TX · Jun 6, 2019
  • Jun 6, 2019 · D · $46,842,480 sold of $46,842,480 · 4 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $46.8M from 4 investors (100% of the $46.8M target) as of the latest filing. John is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

RM
Other

Rotating Machinery Services Holding Corp.

Bethlehem, PA · Nov 12, 2015 → May 17, 2018 · 3 filings
  • May 17, 2018 · D · $12,200,000 sold of $12,200,000 · 19 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 12, 2017 · D · $2,750,000 sold of $2,750,000 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 12, 2015 · D · $21,361,818 sold of $21,361,818 · 8 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $21.4M from 19 investors (100% of the $12.2M target) as of the latest filing. John is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

CB
Other

Continental Battery Holding Corp.

Dallas, TX · Dec 22, 2017
  • Dec 22, 2017 · D · $42,501,004 sold of $42,501,004 · 4 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $42.5M from 4 investors (100% of the $42.5M target) as of the latest filing. John is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

MH
Other

MIRI Holdings, Inc.

Saint Louis, MO · Dec 14, 2016
  • Dec 14, 2016 · D · $70,794,741 sold of $70,794,741 · 23 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $70.8M from 23 investors (100% of the $70.8M target) as of the latest filing. John is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

Other pages with the same name (2)

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

  • JOHN MORLEY — NY, 3 issuers, Jul 17, 2018 → May 13, 2025 · no shared issuer
  • JOHN MORLEY — OH, 1 issuer, Jan 9, 2014 → Feb 12, 2019 · no shared issuer

People around John 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

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

JOHN C. GLOVER

Executive Officer, Promoter, Director · 35 shared filings (23 issuers) · also on 38 other issuers

JOHN C. GLOVER is on 61 issuers in total — a repeat sponsor. Their page lists every one.

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

LEON M. RUBINOV

Executive Officer, Promoter, Director · 28 shared filings (19 issuers) · also on 19 other issuers

LEON M. RUBINOV is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

APRIL SIMILE

Executive Officer, Promoter · 25 shared filings (18 issuers)

APRIL SIMILE is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

JOE CHOORAPUZHA

Executive Officer, Promoter · 23 shared filings (17 issuers)

JOE CHOORAPUZHA is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

Francis Livingston

Director · 5 shared filings (2 issuers)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Christopher G Thel

Executive Officer · 4 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as John Morley. Their page shows their other deals.

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

Justin Bertram

Director · 4 shared filings (2 issuers) · also on 27 other issuers

Justin Bertram is on 29 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Kistner

Executive Officer, Director · 3 shared filings (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Cale Grove

Director · 3 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as John Morley. Their page shows their other deals.

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

Kurt Diekroeger

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Jerome Hallman

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Joseph Choorapuzha

Executive Officer, Promoter · 2 shared filings (1 issuer) · also on 6 other issuers

Joseph Choorapuzha is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Jack Glover

Director · 2 shared filings (2 issuers)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Jeffrey Ellis

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Michael Antonelli

Director · 2 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as John Morley. Their page shows their other deals.

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

Steven Michalski

Director · 2 shared filings (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Kevin Godin

Executive Officer, Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as John Morley. Their page shows their other deals.

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

Douglas Kortyna

Director · 2 shared filings (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

David Pecore

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Peter C Eardley

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Jess Ball

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as John Morley. Their page shows their other deals.

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

Curt Robertson

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Scott Viel

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

Listed on the same filings as John Morley. Their page shows their other deals.

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

Doug Kortyna

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

Listed on the same filings as John Morley. Their page shows their other deals.

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

Tom Riley

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as John Morley. Their page shows their other deals.

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

Robert Klova

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Neal Wikert

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Mark Hambacker

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

Listed on the same filings as John Morley. Their page shows their other deals.

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

Jean Timme

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Sean Bradshaw

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Timothy Tysinger

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as John Morley. Their page shows their other deals.

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

Michael D Bruhn

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

Listed on the same filings as John Morley. Their page shows their other deals.

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

William McCann

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as John Morley. Their page shows their other deals.

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

James McCann

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as John Morley. Their page shows their other deals.

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

John Bartos

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

Listed on the same filings as John Morley. Their page shows their other deals.

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

Chris Cumming

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Chris Johnson

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

Listed on the same filings as John Morley. Their page shows their other deals.

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

Rebecca Seese

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Cedric Tsakem

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Morley. Their page shows their other deals.

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

Christopher D. Roach

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

Listed on the same filings as John Morley. Their page shows their other deals.

The team behind the deals

I
Sponsor group

Incline

33 issuers · 47 filings · $500.1M reported sold · 2011–2026

One team, 33 deal companies. John Morley is listed on 18 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 JOHN MORLEY.

UU
Sponsor group

Up Ultimate

2 issuers · 2 filings · $111.1M reported sold · 2019–2020

One team, 2 deal companies. John Morley 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 JOHN MORLEY.

Same business address

11 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

None of the 25 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to JOHN MORLEY 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 25 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers John Morley is listed on: none on file. No website or social profile named in AquaPhoenix Holdings, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #185,205 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Pennsylvania UJS portal case search ↗Franklin County OH Clerk of Courts ↗Missouri Case.net ↗Texas re:SearchTX court records ↗Michigan state courts — find the court ↗

Securities regulators

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

Business registries

Pennsylvania Secretary of State business search ↗Ohio Secretary of State business search ↗Missouri Secretary of State business search ↗Texas Secretary of State business search ↗Michigan Secretary of State business search ↗OpenCorporates ↗

Change history

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