Sponsor Check › Person
Related person on Form D filings · address states as listed: CA, NY · listed Oct 26, 2018 → Oct 14, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
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Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
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. — not yet searched; 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: not yet searched.
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Search queued. Results are added automatically; check back later or follow this page to be notified.
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Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
3 of 11 offerings report sales commissions totalling $18,000,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 14, 2026 D File 021-601279 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 6, 2026 D/A File 021-545686 | $8,000,000 (est.) | $0 | $0 The GP of the Issuer is entitled to a carried interest. The Issuer will also pay management fees to its investment manager,TruArc Partners, LP. The carried interest and management fee are disclosed in the Issuer's confidential offering materials. | Lazard Freres & Co. LLC BrokerCheck CRD 000002528 ↗ Lazard & Co., Limited no CRD number reported |
| EDGAR ↗ | Sep 26, 2025 D File 021-558921 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 21, 2025 D/A File 021-505646 | $0 | $0 | $0 The GP of the Issuer is entitled to a carried interest. The Issuer will also pay management fees to its investment manager,TruArc Partners, LP. The carried interest and management fee are disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Feb 21, 2025 D/A File 021-505649 | $0 | $0 | $0 The GP of the Issuer is entitled to a carried interest. The Issuer will also pay management fees to its investment manager,TruArc Partners, LP. The carried interest and management fee are disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jan 23, 2024 D File 021-503222 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 26, 2023 D/A File 021-397228 | $5,000,000 (est.) | $0 | $0 The GP of the Issuer is entitled to a carried interest. The Issuer will also pay management fees to its investment manager, TruArc Partners, LP. The carried interest and management fee are disclosed in the Issuer's confidential offering materials. | M2O Private Fund Advisors LLC BrokerCheck CRD 158741 ↗ JMP Securities LLC BrokerCheck CRD 22208 ↗ |
| EDGAR ↗ | Apr 26, 2023 D/A File 021-397229 | $5,000,000 (est.) | $0 | $0 The GP of the Issuer is entitled to a carried interest. The Issuer will also pay management fees to its investment manager, TruArc Partners, LP. The carried interest and management fee are disclosed in the Issuer's confidential offering materials. | M2O Private Fund Advisors LLC BrokerCheck CRD 158741 ↗ JMP Securities LLC BrokerCheck CRD 22208 ↗ |
| EDGAR ↗ | Aug 26, 2022 D File 021-457198 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 26, 2018 D File 021-324479 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 16, 2016 D File 021-276482 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Cowboy Parent LLC group: Truarc | Executive Officer, Director | Oct 14, 2026 | D | Indefinite similar: $1,000,000–$7,247,539 | $0 | 3 similar: 2–13 | No minimum reported similar: $10,000–$60,000 |
| EDGAR ↗ | TruArc Fund V, LP group: Truarc | Executive Officer | May 6, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,115,500,000 | 34 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cowboy Parent LLC group: Truarc | Executive Officer, Director | Sep 26, 2025 | D | Indefinite similar: $1,000,000–$7,247,539 | $0 | 0 similar: 2–13 | No minimum reported similar: $10,000–$60,000 |
| EDGAR ↗ | TruArc Fund V, LP group: Truarc | Executive Officer | May 9, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $1,015,500,000 | 16 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | TruArc Structured Opportunities Fund, LP group: Truarc | Executive Officer | Feb 21, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $246,112,000 | 6 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | TruArc Structured Opportunities Fund (Parallel), LP group: Truarc | Executive Officer | Feb 21, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | TruArc Structured Opportunities Fund (Parallel), LP group: Truarc | Executive Officer | Feb 20, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | TruArc Structured Opportunities Fund, LP group: Truarc | Executive Officer | Feb 20, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cowboy Parent LLC group: Truarc | Executive Officer, Director | Jan 23, 2024 | D | Indefinite similar: $1,000,000–$7,247,539 | $0 | 0 similar: 2–13 | No minimum reported similar: $10,000–$60,000 |
| EDGAR ↗ | TruArc Fund IV, LP group: Truarc | Executive Officer | Apr 26, 2023 | D/A | $1,000,000,000 similar: $155,000–$5,250,000 | $499,300,000 | 39 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | TruArc Fund IV (Parallel), LP group: Truarc | Executive Officer | Apr 26, 2023 | D/A | $1,000,000,000 similar: $155,000–$5,250,000 | $258,000,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cowboy Parent LLC group: Truarc | Executive Officer, Director | Aug 26, 2022 | D | Indefinite similar: $1,000,000–$7,247,539 | $0 | 0 similar: 2–13 | No minimum reported similar: $10,000–$60,000 |
| EDGAR ↗ | TruArc Fund IV, LP group: Truarc | Executive Officer | Apr 27, 2022 | D/A | $1,000,000,000 similar: $155,000–$5,250,000 | $466,900,000 | 34 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | TruArc Fund IV (Parallel), LP group: Truarc | Executive Officer | Apr 27, 2022 | D/A | $1,000,000,000 similar: $155,000–$5,250,000 | $258,000,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | TruArc Fund IV, LP group: Truarc | Executive Officer | Apr 26, 2021 | D | $1,000,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | TruArc Fund IV (Parallel), LP group: Truarc | Executive Officer | Apr 26, 2021 | D | $1,000,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cowboy Parent LLC group: Truarc | Executive Officer, Director | Oct 26, 2018 | D | Indefinite similar: $1,000,000–$7,247,539 | $0 | 0 similar: 2–13 | No minimum reported similar: $10,000–$60,000 |
| EDGAR ↗ | Velocity Financial, LLC group: Truarc | Director | Dec 16, 2016 | D | Indefinite similar: $763,000–$10,000,000 | $0 | 0 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Manufacturing / 506(b) (1,339 filings); Pooled Investment Fund / 506(b) (83,801 filings); Investing / 506(b) (2,521 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 and management entities the issuers listed as related persons on the same Form D filings as John Pless. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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