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

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JW Roth

Named as an officer, director or promoter on SEC Form D filings · CO · May 14, 2009 → Aug 24, 2026

11deals (issuers)
$34.6Mreported sold
91investors
24Form D filings
2009–2026years 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

JW Roth is listed as an executive officer and director on 24 SEC Form D filings by 11 issuers between May 2009 and Aug 2026. Largest by amount reported sold: Notes CS I, DST (Colorado Springs, CO — other real estate — 2025; $7.7M reported sold to 18 investors), Bourbon Brothers Retail Properties, DST (Colorado Springs, CO — commercial — 2026; $7.3M reported sold to 2 investors), SUNSET AT MCKINNEY, LLC (Colorado Spgs, CO — industry reported as "Other" — 2024–2025; $6.75M reported sold to 12 investors), Roth Industries, LLC (Colorado Springs, CO — manufacturing — 2017–2022; $2.52M reported sold to 21 investors), SUNSET HOSPITALITY COLLECTION LLC (Colorado Springs, CO — commercial — 2023–2024; $2.5M reported sold to 10 investors) and 6 more (all listed below).

What this means That is a lot of deals — 11 separate companies raised money with this person listed as executive officer and director, over about 17 years. Across those companies the filings report $34.6M sold in total.

Listed alongside Heather Atkinson (11 shared filings), Mitchell Roth (9 shared filings), Gary Tedder (4 shared filings), Bruce Barber (2 shared filings), Jamie Gronowski (2 shared filings) and 6 others.

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

The issuers belong to 2 sponsor groups: Sunset (9 issuers, $33.3M reported sold, 2019–2026) and Southern Hospitality (5 issuers, $1.02M reported sold, 2009–2015).

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 (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 24 public filings for JW Roth and found 13 differences, 4 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for JW Roth has not run yet — it is joining a line of 52,551 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

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

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

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

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 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.

4. Differences between public sources

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

13 differences found between the filings for JW Roth — 4 worth asking about (compared 24 filings on Oct 24, 2026)

Worth asking · May 14, 2009 – Sep 16, 2009

Amount sold went down between filings — Accredited Members, Inc.

The May 14, 2009 filing says $265,000 sold; the Sep 16, 2009 Form D says $0 sold — $265,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · May 14, 2009 ↗Form D (later) · Sep 16, 2009 ↗Accredited Members, Inc. — PartnerFacts page ↗
Sources
Worth asking · May 14, 2009 – Sep 16, 2009

Investor count went down between filings — Accredited Members, Inc.

The May 14, 2009 filing reports 9 investors; the Sep 16, 2009 Form D reports 0 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · May 14, 2009 ↗Form D (later) · Sep 16, 2009 ↗Accredited Members, Inc. — PartnerFacts page ↗
Sources
Worth asking · Dec 18, 2025

619% of the money raised went to insiders — Notes CS I, DST

The Dec 18, 2025 Form D/A reports $7,701,346 sold and $47,640,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Includes purchase price of affiliate".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D/A · Dec 18, 2025 ↗Notes CS I, DST — PartnerFacts page ↗
Sources
Worth asking · Sep 16, 2009 – Jul 17, 2024

JW Roth appears on 4 deals that stopped filing before reaching their target

SUNSET HOSPITALITY COLLECTION LLC (last filing Jul 17, 2024; $2,500,000 sold of $11,250,000); NOTES LIVE, INC. (last filing Dec 6, 2023; $800,000 sold of $50,000,000); SUNSET AT MUSTANG CREEK LLC (last filing Sep 13, 2023; $1,650,000 sold of $85,900,000); Accredited Members, Inc. (last filing Sep 16, 2009; $265,000 sold of $3,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

SUNSET HOSPITALITY COLLECTION LLC — PartnerFacts page ↗NOTES LIVE, INC. — PartnerFacts page ↗SUNSET AT MUSTANG CREEK LLC — PartnerFacts page ↗Accredited Members, Inc. — PartnerFacts page ↗
Sources
Note · Apr 17, 2009 – Aug 24, 2026

5 Form Ds were filed more than 15 days after the first sale

Form D filed 28 days after the first sale — Bourbon Brothers Retail Properties, DST · Form D filed 19 days after the first sale — HALL AT CENTENNIAL LLC · Form D filed 17 days after the first sale — SUNSET AT MCKINNEY, LLC · Form D filed 16 days after the first sale — SUNSET HOSPITALITY COLLECTION LLC · Form D filed 27 days after the first sale — Accredited Members, Inc.

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Aug 24, 2026 ↗Bourbon Brothers Retail Properties, DST — PartnerFacts page ↗Form D · Nov 24, 2025 ↗HALL AT CENTENNIAL LLC — PartnerFacts page ↗
Sources
Note · Jan 20, 2017 – Sep 17, 2025

16 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 — SUNSET AT MCKINNEY, LLC (latest filing Sep 17, 2025) · No amendment in the last 12 months on an offering that may still be open — SUNSET AT EL PASO LLC (latest filing Jul 8, 2025) · No amendment in the last 12 months on an offering that may still be open — SUNSET HOSPITALITY COLLECTION LLC (latest filing Jul 17, 2024) · No amendment in the last 12 months on an offering that may still be open — SUNSET AT MCKINNEY, LLC (latest filing Apr 4, 2024) · No amendment in the last 12 months on an offering that may still be open — Sunset at Broken Arrow LLC (latest filing Dec 12, 2023) · and 11 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 · Sep 17, 2025 ↗SUNSET AT MCKINNEY, LLC — PartnerFacts page ↗Form D · Jul 8, 2025 ↗SUNSET AT EL PASO LLC — PartnerFacts page ↗
Sources
Note · Mar 14, 2019 – Sep 18, 2025

4 role changes for the same people across filings

JW Roth's role changed at SUNSET AT EL PASO LLC: executive officer, director → executive officer · JW Roth's role changed at SUNSET AT MCKINNEY, LLC: executive officer → executive officer, director · JW Roth's role changed at NOTES LIVE, INC.: executive officer → executive officer, director · JW Roth's role changed at Roth Industries, LLC: executive officer, director → director

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D · Jul 8, 2025 ↗Form D · Sep 18, 2025 ↗JW Roth — PartnerFacts page ↗SUNSET AT EL PASO LLC — PartnerFacts page ↗
Sources
Note · Jun 14, 2017 – Jun 22, 2017

Offering amount changed between filings — Roth Industries, LLC

The Jun 14, 2017 filing says $750,000 offered; the Jun 22, 2017 Form D/A says $2,500,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jun 14, 2017 ↗Form D/A (later) · Jun 22, 2017 ↗Roth Industries, LLC — PartnerFacts page ↗
Sources
Note · May 14, 2009 – Sep 16, 2009

Offering amount lowered between filings — Accredited Members, Inc.

The May 14, 2009 filing says $3,000,000 offered; the Sep 16, 2009 Form D says $750,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · May 14, 2009 ↗Form D (later) · Sep 16, 2009 ↗Accredited Members, Inc. — PartnerFacts page ↗
Sources
Note · May 14, 2009 – Sep 16, 2009

Minimum investment changed between filings — Accredited Members, Inc.

The May 14, 2009 filing lists a minimum of $50,000; the Sep 16, 2009 Form D lists $25,000.

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

Form D (earlier) · May 14, 2009 ↗Form D (later) · Sep 16, 2009 ↗Accredited Members, Inc. — PartnerFacts page ↗
Sources
Note · Dec 12, 2023 – Sep 18, 2025

Industry group changed between filings — Sunset at Broken Arrow LLC

"Other Real Estate" (Dec 12, 2023); then "Other" (Sep 18, 2025).

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 12, 2023 ↗Form D · Sep 18, 2025 ↗Sunset at Broken Arrow LLC — PartnerFacts page ↗
Sources
Note · May 14, 2009 – Sep 16, 2009

Reported revenue range changed between filings — Accredited Members, Inc.

"No Revenues" (May 14, 2009); then "$1 - $1,000,000" (Sep 16, 2009).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · May 14, 2009 ↗Form D · Sep 16, 2009 ↗Accredited Members, Inc. — PartnerFacts page ↗
Sources
Note · Apr 4, 2024 – Sep 17, 2025

Address moved from Colorado Springs, CO to Colorado Spgs, CO — SUNSET AT MCKINNEY, LLC

The people listed on the Apr 4, 2024 filing give Colorado Springs, CO; on the Sep 17, 2025 filing they give Colorado Spgs, CO.

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 4, 2024 ↗Form D · Sep 17, 2025 ↗SUNSET AT MCKINNEY, LLC — 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

2 of 22 offerings report sales commissions totalling $7,300,000; 0 report finder's fees; 2 report proceeds to related persons totalling $47,840,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 24, 2026 D
Bourbon Brothers Retail Properties, DST
File 021-595154
$2,000,000 (est.)$0 (est.)$200,000 (est.)Green Vista Capital, LLC BrokerCheck CRD 293630 ↗EDGAR ↗
Dec 18, 2025 D/A
Notes CS I, DST
File 021-523180
$5,300,000 (est.)$0$47,640,000 (est.)
Includes purchase price of affiliate
Green Vista Capital, LLC BrokerCheck CRD 293630 ↗EDGAR ↗
Nov 24, 2025 D
HALL AT CENTENNIAL LLC
File 021-564833
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2025 D
SUNSET AT EL PASO LLC
File 021-557878
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2025 D
Sunset at Broken Arrow LLC
File 021-557879
$0$0$0None listed on this filingEDGAR ↗
Sep 17, 2025 D
SUNSET AT MCKINNEY, LLC
File 021-557796
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2025 D
SUNSET AT EL PASO LLC
File 021-550973
$0$0$0None no CRD number reportedEDGAR ↗
Jul 17, 2024 D
SUNSET HOSPITALITY COLLECTION LLC
File 021-519087
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2024 D
SUNSET AT MCKINNEY, LLC
File 021-509611
$0$0$0None listed on this filingEDGAR ↗
Dec 12, 2023 D
Sunset at Broken Arrow LLC
File 021-499411
$0$0$0None listed on this filingEDGAR ↗
Dec 6, 2023 D
NOTES LIVE, INC.
File 021-498923
$0$0$0None listed on this filingEDGAR ↗
Sep 13, 2023 D
SUNSET AT MUSTANG CREEK LLC
File 021-491946
$0$0$0None listed on this filingEDGAR ↗
Sep 13, 2023 D
SUNSET HOSPITALITY COLLECTION LLC
File 021-491979
$0$0$0None listed on this filingEDGAR ↗
Feb 22, 2022 D
Roth Industries, LLC
File 021-434388
$0$0$0None listed on this filingEDGAR ↗
May 27, 2021 D
Roth Industries, LLC
File 021-400875
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2020 D
Roth Industries, LLC
File 021-366000
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2020 D
Roth Industries, LLC
File 021-358606
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2019 D
NOTES LIVE, INC.
File 021-334821
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2017 D
Roth Industries, LLC
File 021-299172
$0$0$0None listed on this filingEDGAR ↗
Jul 7, 2017 D/A
Roth Industries, LLC
File 021-288689
$0$0$0None listed on this filingEDGAR ↗
Jan 20, 2017 D
Roth Industries, LLC
File 021-278909
$0$0$0None listed on this filingEDGAR ↗
May 14, 2009 D
Accredited Members, Inc.
File 021-131200
$0$0$0
Proceeds to be used for general working capital and business development purposes, a portion of which may be used to pay officer compensation.
None 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 11

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

BB
Commercial · group: Sunset

Bourbon Brothers Retail Properties, DST

Colorado Springs, CO · Aug 24, 2026
  • Aug 24, 2026 · D · $7,303,000 sold of $22,973,656 · 2 investors · min. $100,000 · role: Executive Officer (CEO) EDGAR ↗

Raised $7.3M from 2 investors (32% of the $23M target) as of the latest filing. JW is listed as executive officer.

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: Commercial / 506(c) (2,639 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.

NC
Other Real Estate · group: Sunset

Notes CS I, DST

Colorado Springs, CO · Dec 18, 2025
  • Dec 18, 2025 · D/A · $7,701,346 sold of $53,000,000 · 18 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $7.7M from 18 investors (15% of the $53M target) as of the latest filing. JW is listed as executive officer.

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 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.

HA
Other · group: Sunset

HALL AT CENTENNIAL LLC

Colorado Springs, CO · Nov 24, 2025
  • Nov 24, 2025 · D · $1,475,000 sold of $14,750,000 · 5 investors · min. $295,000 · role: Executive Officer, Director (Founder, CEO and Chairman) EDGAR ↗

Raised $1.48M from 5 investors (10% of the $14.8M target) as of the latest filing. JW is listed as executive officer, 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(c) (1,881 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.

SA
Other · group: Sunset

SUNSET AT EL PASO LLC

Colorado Springs, CO · Jul 8, 2025 → Sep 18, 2025 · 2 filings
  • Sep 18, 2025 · D · $0 sold of $96,302,000 · 0 investors · min. $358,000 · role: Executive Officer (CEO and Chairman) EDGAR ↗
  • Jul 8, 2025 · D · $1,791,000 sold of $91,042,500 · 5 investors · min. $298,500 · role: Executive Officer, Director (CHAIRMAN AND CEO) EDGAR ↗

Raised $1.79M from 5 investors (2% of the $96.3M target) as of the latest filing. JW is listed as executive officer, 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(c) (1,881 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.

SA
Other · group: Sunset

Sunset at Broken Arrow LLC

Colorado Springs, CO · Dec 12, 2023 → Sep 18, 2025 · 2 filings
  • Sep 18, 2025 · D · $0 sold of $42,960,000 · 0 investors · min. $358,000 · role: Executive Officer (CEO and Chairman) EDGAR ↗
  • Dec 12, 2023 · D · $1,825,000 sold of $86,900,000 · 4 investors · min. $125,000 · role: Executive Officer EDGAR ↗

Raised $1.82M from 4 investors (4% of the $43M target) as of the latest filing. JW is listed as executive officer 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(c) (1,881 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.

SA
Other

SUNSET AT MCKINNEY, LLC

Colorado Spgs, CO · Apr 4, 2024 → Sep 17, 2025 · 2 filings
  • Sep 17, 2025 · D · $537,000 sold of $35,800,000 · 1 investors · min. $358,000 · role: Executive Officer, Director (CEO AND CHAIRMAN) EDGAR ↗
  • Apr 4, 2024 · D · $6,750,000 sold of $132,705,000 · 12 investors · min. $295,000 · role: Executive Officer (CEO and Chairman) EDGAR ↗

Raised $6.75M from 12 investors (19% of the $35.8M target) as of the latest filing. JW is listed as executive officer, 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(c) (1,881 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.

SH
Commercial · group: Sunset

SUNSET HOSPITALITY COLLECTION LLC

Colorado Springs, CO · Sep 13, 2023 → Jul 17, 2024 · 2 filings
  • Jul 17, 2024 · D · $1,500,000 sold of $11,250,000 · 10 investors · min. $150,000 · role: Executive Officer (Manager) EDGAR ↗
  • Sep 13, 2023 · D · $2,500,000 sold of $10,000,000 · 6 investors · min. $100,000 · role: Executive Officer (Manager) EDGAR ↗

Raised $2.5M from 10 investors (22% of the $11.3M target) as of the latest filing. JW is listed as executive officer 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: Commercial / 506(c) (2,639 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.

NL
Other · group: Sunset

NOTES LIVE, INC.

Colorado Springs, CO · Mar 14, 2019 → Dec 6, 2023 · 2 filings
  • Dec 6, 2023 · D · $800,000 sold of $50,000,000 · 2 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 14, 2019 · D · $75,000 sold of $2,500,000 · 1 investors · min. $25,000 · role: Executive Officer (Founder, Chairman) EDGAR ↗

Raised $800K from 2 investors (2% of the $50M target) as of the latest filing. JW is listed as executive officer, 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(c) (1,881 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.

SA
Commercial · group: Sunset

SUNSET AT MUSTANG CREEK LLC

Colorado Springs, CO · Sep 13, 2023
  • Sep 13, 2023 · D · $1,650,000 sold of $85,900,000 · 3 investors · min. $125,000 · role: Executive Officer (Manager) EDGAR ↗

Raised $1.65M from 3 investors (2% of the $85.9M target) as of the latest filing. JW is listed as executive officer.

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: Commercial / 506(c) (2,639 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.

RI
Manufacturing

Roth Industries, LLC

Colorado Springs, CO · Jan 20, 2017 → Feb 22, 2022 · 9 filings
  • Feb 22, 2022 · D · $275,000 sold of $2,000,000 · 2 investors · min. $25,000 · role: Director (Chairman) EDGAR ↗
  • May 27, 2021 · D · $350,000 sold of $2,500,000 · 2 investors · min. $50,000 · role: Executive Officer, Director EDGAR ↗
  • Apr 29, 2020 · D · $400,000 sold of $1,000,000 · 7 investors · min. $50,000 · role: Executive Officer, Director (CEO & Chairman) EDGAR ↗
  • Jan 21, 2020 · D · $2,525,000 sold of $2,900,000 · 21 investors · min. $25,000 · role: Executive Officer, Director (CEO & Chairman) EDGAR ↗
  • Nov 20, 2017 · D · $150,000 sold of $2,000,000 · 4 investors · min. $25,000 · role: Executive Officer, Director (CEO and Chairman) EDGAR ↗
  • Jul 7, 2017 · D/A · $25,000 sold of $2,500,000 · 1 investors · min. $25,000 · role: Executive Officer, Director (CEO and Chairman) EDGAR ↗
  • Jun 22, 2017 · D/A · $25,000 sold of $2,500,000 · 1 investors · min. $25,000 · role: Executive Officer, Director (CEO and Chairman) EDGAR ↗
  • Jun 14, 2017 · D · $25,000 sold of $750,000 · 1 investors · min. $25,000 · role: Executive Officer, Director (CEO and Chairman) EDGAR ↗
  • Jan 20, 2017 · D · $25,000 sold of $1,500,000 · 1 investors · min. $25,000 · role: Executive Officer, Director (CEO and Chairman) EDGAR ↗

Raised $2.52M from 21 investors (100% of the $2M target) as of the latest filing. JW is listed as director, executive officer on 9 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: Manufacturing / 506(b) (1,339 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.

AM
Other · group: Southern Hospitality

Accredited Members, Inc.

Colorado Springs, CO · May 14, 2009
  • May 14, 2009 · D · $265,000 sold of $3,000,000 · 9 investors · min. $50,000 · role: Executive Officer, Director EDGAR ↗

Raised $265K from 9 investors (9% of the $3M target) as of the latest filing. JW is listed as executive officer, 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.

People around JW 11

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

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

Heather Atkinson

Executive Officer, Director · 11 shared filings (3 issuers) · also on 3 other issuers

Heather Atkinson is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Mitchell Roth

Executive Officer, Director · 9 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as JW Roth. Their page shows their other deals.

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

Gary Tedder

Director · 4 shared filings (1 issuer) · also on 4 other issuers

Gary Tedder is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Bruce Barber

Director · 2 shared filings (1 issuer)

Listed on the same filings as JW Roth. Their page shows their other deals.

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

Jamie Gronowski

Director · 2 shared filings (1 issuer)

Listed on the same filings as JW Roth. Their page shows their other deals.

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

William Hodgson

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as JW Roth. Their page shows their other deals.

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

David Lavigne

Executive Officer, Director · 1 shared filing (1 issuer) · also on 5 other issuers

David Lavigne is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert Skinner

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

Listed on the same filings as JW Roth. Their page shows their other deals.

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

David Nahmias

Director · 1 shared filing (1 issuer)

Listed on the same filings as JW Roth. Their page shows their other deals.

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

Mitch Roth

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as JW Roth. Their page shows their other deals.

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

Vic Sutter

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as JW Roth. Their page shows their other deals.

The team behind the deals

S
Sponsor group

Sunset

9 issuers · 17 filings · $33.3M reported sold · 2019–2026

One team, 9 deal companies. JW Roth is listed on 8 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 JW Roth.

SH
Sponsor group

Southern Hospitality

5 issuers · 6 filings · $1.02M reported sold · 2009–2015

One team, 5 deal companies. JW Roth 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 JW Roth.

Same business address

10 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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 11 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 JW Roth 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 11 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers JW Roth is listed on: none on file. No website or social profile named in Notes CS I, DST's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #49,438 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Colorado Springs, CO). 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) ↗Colorado state courts — find the court ↗

Securities regulators

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

Business registries

Colorado Secretary of State business search ↗OpenCorporates ↗

Change history

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