Sponsor Check › Person
Related person on Form D filings · address states as listed: FL, TX · listed Oct 19, 2009 → Jul 16, 2025
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:57 PM ET · SEC enforcement last checked: not yet
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:57 PM ET.
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.
0 of 52 offerings report sales commissions; 0 report finder's fees; 8 report proceeds to related persons totalling $10,787,178. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jul 16, 2025 D File 021-551980 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 5, 2024 D File 021-531221 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 11, 2024 D File 021-515687 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 23, 2023 D File 021-495390 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 3, 2023 D File 021-488636 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 30, 2023 D File 021-472191 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 26, 2022 D File 021-459798 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 28, 2022 D File 021-454006 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 17, 2022 D/A File 021-409783 | $0 | $0 | $750,000 (est.) Management Fee of 10% of gross offering proceeds. Assumes full subscription of the offering. | Issuer Direct Sales Only no CRD number reported |
| EDGAR ↗ | Dec 15, 2020 D File 021-383300 | $0 | $0 | $0 (est.) No direct payments. There are payments to the Managing General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | May 1, 2020 D File 021-366139 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 9, 2020 D File 021-364659 | $0 | $0 | $0 (est.) No direct payments. There are payments to the Managing General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Mar 19, 2020 D File 021-363229 | $0 | $0 | $0 (est.) No direct payments. There are payments to the Managing General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Jan 17, 2020 D File 021-358374 | $0 | $0 | $0 (est.) No direct payments. There are payments to the Managing General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Jan 2, 2020 D File 021-356998 | $0 | $0 | $0 (est.) No direct payments. There are payments to the Managing General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Oct 21, 2019 D File 021-351501 | $0 | $0 | $0 (est.) No direct payments. There are payments to the Managing General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Jun 25, 2019 D File 021-342742 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | May 30, 2019 D File 021-340704 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Mar 20, 2019 D File 021-335291 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 17, 2019 D File 021-330847 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Oct 4, 2018 D File 021-322800 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Sep 21, 2018 D File 021-321875 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Jul 23, 2018 D File 021-317519 | $0 | $0 | $0 No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Jul 18, 2018 D File 021-317197 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Jun 18, 2018 D File 021-314767 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Apr 3, 2018 D File 021-309168 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Mar 16, 2018 D File 021-307888 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Feb 6, 2018 D File 021-304930 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Jan 19, 2018 D File 021-303735 | $0 | $0 | $0 (est.) No direct payments. There are payments to the General Partner, which is owned by named principals. | None listed on this filing |
| EDGAR ↗ | Jan 4, 2018 D File 021-302379 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2017 D File 021-294895 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 14, 2017 D File 021-292778 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 26, 2016 D File 021-269626 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 26, 2016 D File 021-269628 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 12, 2015 D File 021-251082 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 11, 2015 D File 021-245494 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 5, 2015 D File 021-241233 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 2, 2014 D File 021-223954 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2014 D File 021-214795 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2014 D File 021-214797 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2012 D File 021-175211 | $0 | $0 | $1,689,426 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2011 D File 021-168212 | $0 | $0 | $1,192,536 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2011 D File 021-164236 | $0 | $0 | $1,192,536 | None listed on this filing |
| EDGAR ↗ | Jun 28, 2011 D File 021-161945 | $0 | $0 | $1,192,536 | None listed on this filing |
| EDGAR ↗ | Mar 9, 2011 D File 021-156408 | $0 | $0 | $1,192,536 | None listed on this filing |
| EDGAR ↗ | Dec 8, 2010 D File 021-151560 | $0 | $0 | $1,192,536 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2010 D File 021-144042 | $0 | $0 | $2,385,072 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2009 D File 021-135413 | $0 | $0 | $0 Certain proceeds may be paid to third party entites with officers in common with Issuer. | None listed on this filing |
| EDGAR ↗ | Apr 10, 2009 D File 021-130132 | $0 | $0 | $0 Some proceeds may be paid to third party entites with common ownership or officers as the Issuer and the Issuer's Joint Venture Manager. | None listed on this filing |
| EDGAR ↗ | Oct 29, 2008 D File 021-123938 | $0 | $0 | $0 Proceeds will be remitted to the Managing Venturer of the Issuer. Certain officers of the Issuer are owners of the Managing Venturer. | None listed on this filing |
| EDGAR ↗ | Oct 16, 2008 D File 021-123472 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 16, 2008 D File 021-123473 | $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 ↗ | Texo Energy #8, LP group: Texo Energy | Executive Officer Manager of Texo Energy, LLC, the Managing General Partner of the Issuer | Jul 16, 2025 | D | $1,000,000 similar: $1,050,000–$13,125,000 | $99,000 | 4 similar: 3–19 | $100,000 similar: $11,000–$62,888 |
| EDGAR ↗ | Texo Energy #7-B, LP group: Texo Energy | Executive Officer Manager of Texo Energy, LLC, the Managing General Partner of Issuer | Dec 5, 2024 | D | $746,350 similar: $1,050,000–$13,125,000 | $275,000 | 1 similar: 3–19 | $100,000 similar: $11,000–$62,888 |
| EDGAR ↗ | Texo Energy #7, LP group: Texo Energy | Executive Officer Manager of Texo Energy, LLC, Managing General Partner of Issuer | Jun 11, 2024 | D | $1,100,000 similar: $1,050,000–$13,125,000 | $353,750 | 4 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Texo Energy #6, LP group: Texo Energy | Executive Officer Manager of Texo Energy, LLC, Managing General Partner | Oct 23, 2023 | D | $1,500,000 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Texo Energy #5, LP group: Texo Energy | Executive Officer Manager of Texo Energy, LLC, Managing Venturer | Aug 3, 2023 | D | $700,000 similar: $1,050,000–$13,125,000 | $650,000 | 7 similar: 3–19 | $100,000 similar: $11,000–$62,888 |
| EDGAR ↗ | Texo Energy #3, LP group: Texo Energy | Executive Officer Manager of Texo Energy, LLC, Managing Venturer | Jan 30, 2023 | D | $500,000 similar: $1,405,000–$19,473,684 | $400,000 | 4 similar: 1–12 | $100,000 similar: $17,400–$100,000 |
| EDGAR ↗ | Texo Energy #2, LP group: Texo Energy | Executive Officer Manager of Texo Energy, LLC, Managing Venturer | Sep 26, 2022 | D | $1,350,000 similar: $1,405,000–$19,473,684 | $200,000 | 1 similar: 1–12 | $100,000 similar: $17,400–$100,000 |
| EDGAR ↗ | Texo Energy #1, LP group: Texo Energy | Executive Officer Manager of Texo Energy, LLC, Managing Venturer | Jul 28, 2022 | D | $900,000 similar: $1,405,000–$19,473,684 | $300,000 | 3 similar: 1–12 | $100,000 similar: $17,400–$100,000 |
| EDGAR ↗ | Texoma Phase 3, LP group: Porter | Executive Officer, Promoter Officer of the General Partnership | Jun 17, 2022 | D/A | $7,500,000 similar: $3,000,000–$20,000,000 | $5,980,000 | 72 similar: 4–26 | $50,000 similar: $25,000–$100,000 |
| EDGAR ↗ | Texoma Phase 3, LP group: Porter | Executive Officer, Promoter Officer of the General Partnership | Mar 11, 2022 | D/A | $6,000,000 similar: $3,000,000–$20,000,000 | $3,945,000 | 52 similar: 4–26 | $50,000 similar: $25,000–$100,000 |
| EDGAR ↗ | Texoma Phase 3, LP group: Porter | Executive Officer, Promoter Officer of the General Partnership | Jan 21, 2022 | D/A | $4,500,000 similar: $3,000,000–$20,000,000 | $3,100,000 | 37 similar: 4–26 | $50,000 similar: $25,000–$100,000 |
| EDGAR ↗ | Texoma Phase 3, LP group: Porter | Executive Officer, Promoter Officer of the General Partnership | Oct 29, 2021 | D/A | $3,000,000 similar: $3,000,000–$20,000,000 | $1,755,000 | 27 similar: 4–26 | $50,000 similar: $25,000–$100,000 |
| EDGAR ↗ | Texoma Phase 3, LP group: Porter | Executive Officer, Promoter Officer of the General Partnership | Aug 12, 2021 | D | $1,500,000 similar: $3,000,000–$20,000,000 | $640,000 | 8 similar: 4–26 | $50,000 similar: $25,000–$100,000 |
| EDGAR ↗ | Texoma Revenue Fund 4, LP group: Porter | Executive Officer Officer of Managing General Partner | Dec 15, 2020 | D | $1,000,000 similar: $1,050,000–$13,125,000 | $100,000 | 0 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Texoma Revenue Fund III, LP group: Porter | Executive Officer Officer of Managing General Partner | May 1, 2020 | D | $3,000,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | R&R Revenue Fund 3, LP group: Porter | Executive Officer Officer of Managing General Partner | Apr 9, 2020 | D | $1,500,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | Texoma Revenue Fund II, LP group: Porter | Executive Officer Officer of Managing General Partner | Mar 19, 2020 | D | $600,000 similar: $3,160,078–$25,000,000 | $0 | 0 similar: 4–53 | No minimum reported similar: $25,000–$100,000 |
| EDGAR ↗ | Texoma Revenue Fund, LP group: Porter | Executive Officer Officer of Managing General Partner | Jan 17, 2020 | D | $1,200,000 similar: $3,160,078–$25,000,000 | $0 | 0 similar: 4–53 | No minimum reported similar: $25,000–$100,000 |
| EDGAR ↗ | Wyoming Production, LP group: Porter | Executive Officer Officer of Managing General Partner | Jan 2, 2020 | D | $1,200,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | R&R Revenue Fund 2, LP group: Porter | Executive Officer Officer of Managing General Partner | Oct 21, 2019 | D | $2,400,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | R&R Revenue Fund, LP group: Porter | Executive Officer Officer of Managing General Partner | Jun 25, 2019 | D | $2,400,000 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Select Royalty Fund 10, LP group: Porter | Executive Officer Officer of Managing General Partner | May 30, 2019 | D | $900,000 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Select Royalty Fund 9, LP group: Porter | Executive Officer | Mar 20, 2019 | D | $2,215,000 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Select Royalty Fund 8, LP group: Porter | Executive Officer | Jan 17, 2019 | D | $1,800,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | Select Royalty Fund 6, LP group: Porter | Executive Officer | Oct 4, 2018 | D | $1,825,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | Select Royalty Fund 5, LP group: Porter | Executive Officer | Sep 21, 2018 | D | $1,400,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | Select Royalty Fund 4, LP group: Porter | Executive Officer | Jul 23, 2018 | D | $1,625,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | UNICO Kingfisher #5, LP group: Unico | Executive Officer Manager of Managing General Partner | Jul 18, 2018 | D | $550,000 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Select Royalty Fund 3, LP group: Porter | Executive Officer | Jun 18, 2018 | D | $1,125,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | UNICO Kingfisher #4, LP group: Unico | Executive Officer Manager of Managing General Partner | Apr 3, 2018 | D | $400,000 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Select Royalty Fund, LP group: Porter | Executive Officer Officer of Joint Venture Manager | Mar 16, 2018 | D | $1,000,000 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Kingfisher Royalty Fund III, LP group: Porter | Executive Officer | Feb 6, 2018 | D | $800,000 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | No minimum reported similar: $11,000–$62,888 |
| EDGAR ↗ | Kingfisher Royalty Fund II, LP group: Porter | Executive Officer | Jan 19, 2018 | D | $800,000 similar: $1,405,000–$19,473,684 | $0 | 0 similar: 1–12 | No minimum reported similar: $17,400–$100,000 |
| EDGAR ↗ | Unico KF 1, LP group: Unico | Executive Officer Mr. Berman is President of Unico Exploration, LLC the Managing Venturer. | Jan 4, 2018 | D | Indefinite similar: $1,050,000–$13,125,000 | $200,000 | 2 similar: 3–19 | $100,000 similar: $11,000–$62,888 |
| EDGAR ↗ | CORRY B-1 JOINT VENTURE group: Unico | Executive Officer Mr. Berman is President of Unico Exploration, LLC the Managing Venturer. | Sep 18, 2017 | D | $600,000 similar: $1,050,000–$13,125,000 | $270,000 | 4 similar: 3–19 | $60,000 similar: $11,000–$62,888 |
| EDGAR ↗ | Unico Equity Royalty Fund #1, LP group: Unico | Executive Officer Mr. Berman is President of Unico Exploration, LLC the Managing Venturer. | Aug 14, 2017 | D | $1,000,000 similar: $1,050,000–$13,125,000 | $450,000 | 5 similar: 3–19 | $100,000 similar: $11,000–$62,888 |
| EDGAR ↗ | UE Cox Multi-Well (3CH-4CH) JV group: Unico | Executive Officer Mr. Berman is President of Unico Exploration, LLC the Managing Venturer. | Aug 26, 2016 | D | $1,600,000 similar: $1,050,000–$13,125,000 | $950,000 | 5 similar: 3–19 | $100,000 similar: $11,000–$62,888 |
| EDGAR ↗ | UE COX MULTI-WELL JV group: Unico | Executive Officer Mr. Berman is President of Unico Exploration, LLC the Managing Venturer. | Aug 26, 2016 | D | $850,000 similar: $1,050,000–$13,125,000 | $850,000 | 8 similar: 3–19 | $50,000 similar: $11,000–$62,888 |
| EDGAR ↗ | UE Cleo Smith #3c JV group: Unico | Executive Officer Mr. Berman is President of Unico Energy, LLC the Managing Venturer. | Nov 12, 2015 | D | $600,000 similar: $1,050,000–$13,125,000 | $200,000 | 2 similar: 3–19 | $50,000 similar: $11,000–$62,888 |
| EDGAR ↗ | UE Cleo Smith #2c JV group: Unico | Executive Officer Mr. Berman is President of Unico Energy, LLC the Managing Venturer. | Aug 11, 2015 | D | $300,000 similar: $1,050,000–$13,125,000 | $300,000 | 3 similar: 3–19 | $50,000 similar: $11,000–$62,888 |
| EDGAR ↗ | UE Cleo Smith #1c JV group: Unico | Executive Officer Mr. Berman is President of Unico Energy, LLC the Managing Venturer. | Jun 5, 2015 | D | $199,000 similar: $1,050,000–$13,125,000 | $149,250 | 2 similar: 3–19 | $49,750 similar: $11,000–$62,888 |
| EDGAR ↗ | Unico #4 (Hull-3) Joint Venture group: Unico | Executive Officer Mr. Berman is the President of Unico Energy, LLC, the Managing Venturer of the Joint Venture. | Sep 2, 2014 | D | $547,250 similar: $1,050,000–$13,125,000 | $199,000 | 2 similar: 3–19 | $6,200 similar: $11,000–$62,888 |
| EDGAR ↗ | UNICO #2 (HULL) JOINT VENTURE group: Unico | Executive Officer Mr. Berman is President of Unico Energy, LLC, the Managing Venturer of the Joint Venture. | Apr 3, 2014 | D | $497,500 similar: $1,050,000–$13,125,000 | $497,500 | 9 similar: 3–19 | $12,437 similar: $11,000–$62,888 |
| EDGAR ↗ | UNICO #3 (HULL-2) JOINT VENTURE group: Unico | Executive Officer Mr. Berman is the President of Unico Energy, LLC, the Managing Venturer of the Joint Venture. | Apr 3, 2014 | D | $547,250 similar: $1,050,000–$13,125,000 | $223,875 | 3 similar: 3–19 | $24,875 similar: $11,000–$62,888 |
| EDGAR ↗ | IP #9 (Turner-4) Joint Venture group: Group linked by Phil Barnett | Executive Officer | Mar 19, 2012 | D | $1,689,426 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | $24,844 similar: $11,000–$62,888 |
| EDGAR ↗ | I.P.#8 (Turner-3)Joint Venture group: Group linked by Phil Barnett | Executive Officer | Nov 3, 2011 | D | $1,192,536 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | $12,422 similar: $11,000–$62,888 |
| EDGAR ↗ | I.P.#7 (Clark-Greenway 2)Joint Venture group: Group linked by Phil Barnett | Executive Officer | Aug 10, 2011 | D | $1,192,536 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | $12,422 similar: $11,000–$62,888 |
| EDGAR ↗ | I.P. #6 (Clark-1A) Joint Venture group: Group linked by Phil Barnett | Executive Officer | Jun 28, 2011 | D | $1,192,536 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | $12,422 similar: $11,000–$62,888 |
| EDGAR ↗ | I.P. #5 (Turner-2) Joint Venture group: Group linked by Phil Barnett | Executive Officer | Mar 9, 2011 | D | $1,192,536 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | $12,422 similar: $11,000–$62,888 |
| EDGAR ↗ | I.P. #4 (Turner-1) Joint Venture group: Group linked by Phil Barnett | Executive Officer | Dec 8, 2010 | D | $1,192,536 similar: $1,050,000–$13,125,000 | $0 | 0 similar: 3–19 | $12,422 similar: $11,000–$62,888 |
| EDGAR ↗ | I.P. #3 (Byrd) Joint Venture | Executive Officer | Jun 25, 2010 | D | $2,385,072 similar: $1,050,000–$13,125,000 | $49,689 | 1 similar: 3–19 | $12,422 similar: $11,000–$62,888 |
| EDGAR ↗ | BLACK BRANCH #1-H JOINT VENTURE | Executive Officer | Oct 19, 2009 | D | $1,349,292 similar: $1,050,000–$13,125,000 | $192,756 | 9 similar: 3–19 | $12,047 similar: $11,000–$62,888 |
| EDGAR ↗ | Coral #33 Joint Venture group: Coral | Executive Officer | Apr 10, 2009 | D | $1,881,250 similar: $1,050,000–$13,125,000 | $900,775 | 23 similar: 3–19 | $18,812 similar: $11,000–$62,888 |
| EDGAR ↗ | Coral #32 Joint Venture group: Coral | Executive Officer | Oct 29, 2008 | D | $1,881,250 similar: $1,050,000–$13,125,000 | $498,750 | 12 similar: 3–19 | $11,875 similar: $11,000–$62,888 |
| EDGAR ↗ | Coral #34 Joint Venture group: Coral | Executive Officer | Oct 16, 2008 | D | $1,681,250 similar: $1,050,000–$13,125,000 | $1,597,222 | 36 similar: 3–19 | $16,812 similar: $11,000–$62,888 |
| EDGAR ↗ | Coral #25 Joint Venture group: Coral | Executive Officer | Oct 16, 2008 | D | $1,881,250 similar: $1,050,000–$13,125,000 | $1,261,937 | 32 similar: 3–19 | $18,812 similar: $11,000–$62,888 |
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: Oil and Gas / 506(b) (1,000 filings); Oil and Gas / 506(c) (529 filings); Commercial / 506(c) (2,639 filings); Other Real Estate / 506(c) (1,959 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 Jon Berman. 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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