Sponsor Check › Management entity
Entity listed as a related person (executive officer, director or promoter role held through an entity) on Form D filings · address state as listed: NY · listed Sep 6, 2022 → Oct 21, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
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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). · No search has run yet for this entity.
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.
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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). · No search has run yet for this entity.
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 3 offerings report sales commissions totalling $9,504,147; 0 report finder's fees; 3 report proceeds to related persons totalling $5,761,679. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 21, 2026 D/A File 021-562228 | $4,739,697 (est.) | $0 (est.) | $3,063,750 (est.) item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. | Dave Eurton BrokerCheck CRD 3203522 ↗ via Westpark Capital, Inc. (CRD 39914 ↗) Skyler Stokes BrokerCheck CRD 6225303 ↗ via Emerson Equity LLC (CRD 130032 ↗) Greg McEwin BrokerCheck CRD 1897192 ↗ via Great Point Capital LLC (CRD 114203 ↗) Scott Offerman BrokerCheck CRD 4619093 ↗ via 1031 Securities Inc. (CRD 326590 ↗) Corbin Thomas BrokerCheck CRD 4234748 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) John Harvey BrokerCheck CRD 4227692 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Stephen Haskell BrokerCheck CRD 6864948 ↗ via Great Point Capital LLC (CRD 114203 ↗) DAI Securities, LLC BrokerCheck CRD 36673 ↗ Lawrence Karp BrokerCheck CRD 78707108 ↗ via 1031 Securities Inc. (CRD 326590 ↗) Jason Salmon BrokerCheck CRD 6081963 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Preston Charlton BrokerCheck CRD 2135631 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) David Gottlieb BrokerCheck CRD 5739132 ↗ via APW Capital, Inc. (CRD 43814 ↗) Kelly Clyde BrokerCheck CRD 4825839 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Curtis J Sathre BrokerCheck CRD 2459115 ↗ via Quincy Wells Capital, LLC (CRD 334163 ↗) Michael Cruz BrokerCheck CRD 2130750 ↗ via Courtlandt Securities Corporation (CRD 137356 ↗) John McKeon BrokerCheck CRD 5286647 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) John Lee BrokerCheck CRD 2948622 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) David Kangas BrokerCheck CRD 6591398 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Greg McEwin BrokerCheck CRD 1897192 ↗ via Quincy Wells Capital, LLC (CRD 334163 ↗) Peter Stratton BrokerCheck CRD 3276839 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) |
| EDGAR ↗ | May 9, 2025 D/A File 021-496462 | $3,306,178 (est.) | $0 (est.) | $1,702,250 (est.) Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. | Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Michael Cruz BrokerCheck CRD 2130750 ↗ via Courtlandt Securities Corporation (CRD 137356 ↗) Robert Horning BrokerCheck CRD 2311640 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Corbin Thomas BrokerCheck CRD 4234748 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Steve Haskell BrokerCheck CRD 6864948 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Ivan West BrokerCheck CRD 4921015 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) DAI Securities, LLC BrokerCheck CRD 36673 ↗ David Levinson BrokerCheck CRD 705929 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Rich Zuvella BrokerCheck CRD 5207826 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) Saul Dougherty BrokerCheck CRD 3269304 ↗ via Orchard Securities, LLC (CRD 133378 ↗) Glenn Fredrickson BrokerCheck CRD 5433148 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) Scott Offerman BrokerCheck CRD 4619093 ↗ via 1031 Securities, Inc. (CRD 326590 ↗) Craig Fernsler BrokerCheck CRD 5558907 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Michael Smith BrokerCheck CRD 4455394 ↗ via Infinity Financial Services (CRD 144302 ↗) Ryan Finch BrokerCheck CRD 6379871 ↗ via Emerson Equity, LLC (CRD 130032 ↗) Peter Roberts BrokerCheck CRD 6982848 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Mark Greg McEwin BrokerCheck CRD 1897192 ↗ via Great Point Capital, LLC (CRD 114203 ↗) Adam Bryan BrokerCheck CRD 5443986 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Randy Barmache BrokerCheck CRD 4607939 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Preston Charlton BrokerCheck CRD 2135631 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Realized Financial, Inc. BrokerCheck CRD 22333 ↗ Eugene Ma BrokerCheck CRD 7607199 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Arkadios Capital BrokerCheck CRD 282710 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Karl Seuss BrokerCheck CRD 5255922 ↗ via Great Point Capital, LLC (CRD 114203 ↗) David Kingas BrokerCheck CRD 6591398 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Matthew McFarland BrokerCheck CRD 6675310 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Alex Madden BrokerCheck CRD 7089201 ↗ via FNEX Capital, LLC (CRD 166316 ↗) |
| EDGAR ↗ | Mar 24, 2023 D/A File 021-457954 | $1,458,272 (est.) | $0 (est.) | $995,679 (est.) Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. | DAI Securities, LLC BrokerCheck CRD 36673 ↗ Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Jacob Adams BrokerCheck CRD 4975889 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Steve Haskell BrokerCheck CRD 6864948 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Matt McFarland BrokerCheck CRD 6675310 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Tommy Olsen BrokerCheck CRD 7338381 ↗ via FNEX Capital, LLC (CRD 166316 ↗) McKenna Duncan BrokerCheck CRD 7310472 ↗ via Realized Financial, Inc. (CRD 22333 ↗) |
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 entity is listed on (latest filing per offering, per issuer).
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Oct 21, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $24,519,802 | 74 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Sep 29, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $23,322,302 | 71 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Sep 9, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $21,701,157 | 65 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Aug 11, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $21,113,968 | 62 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Jun 16, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $15,747,701 | 48 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Apr 27, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $11,407,329 | 37 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Apr 17, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $10,971,131 | 35 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Mar 27, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $8,655,821 | 27 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Feb 18, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $5,363,663 | 20 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Feb 5, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $3,953,105 | 18 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Jan 21, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $3,053,105 | 16 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Jan 9, 2026 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $2,561,260 | 13 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Dec 30, 2025 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $1,947,932 | 10 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Dec 16, 2025 | D/A | $46,170,900 similar: $3,160,078–$25,000,000 | $1,556,635 | 7 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Vivian, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Oct 28, 2025 | D | $46,170,900 similar: $3,160,078–$25,000,000 | $221,603 | 1 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | May 9, 2025 | D/A | $32,185,345 similar: $3,160,078–$25,000,000 | $32,185,345 | 126 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Mar 14, 2025 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $31,845,077 | 125 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Feb 19, 2025 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $30,996,077 | 118 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Feb 7, 2025 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $29,130,669 | 112 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Jan 21, 2025 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $27,705,669 | 107 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Dec 17, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $25,526,347 | 99 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Dec 4, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $21,620,334 | 86 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Oct 16, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $15,290,656 | 58 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Sep 12, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $12,032,252 | 45 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Aug 30, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $11,121,413 | 42 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Aug 2, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $8,286,214 | 33 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Jul 23, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $7,768,912 | 30 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | May 23, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $6,027,845 | 22 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | May 7, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $5,677,845 | 20 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Feb 1, 2024 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $4,878,564 | 17 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Dec 19, 2023 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $2,794,654 | 7 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Dec 1, 2023 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $1,800,000 | 3 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Nov 17, 2023 | D/A | $32,185,245 similar: $3,160,078–$25,000,000 | $1,100,000 | 2 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Republic Alamo Heights, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Nov 3, 2023 | D | $32,185,245 similar: $3,160,078–$25,000,000 | $100,000 | 1 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JWCM Heights West, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Mar 24, 2023 | D/A | $14,882,588 similar: $2,250,000–$16,950,000 | $14,882,588 | 42 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JWCM Heights West, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Jan 18, 2023 | D/A | $14,882,588 similar: $2,250,000–$16,950,000 | $14,436,866 | 40 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JWCM Heights West, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Dec 30, 2022 | D/A | $14,882,588 similar: $2,250,000–$16,950,000 | $13,976,047 | 39 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JWCM Heights West, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Dec 2, 2022 | D/A | $14,882,588 similar: $2,250,000–$16,950,000 | $11,959,547 | 35 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JWCM Heights West, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Oct 28, 2022 | D/A | $14,882,588 similar: $2,250,000–$16,950,000 | $11,561,965 | 32 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JWCM Heights West, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Oct 11, 2022 | D/A | $14,882,588 similar: $2,250,000–$16,950,000 | $7,561,239 | 21 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JWCM Heights West, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Sep 23, 2022 | D/A | $14,882,588 similar: $2,250,000–$16,950,000 | $5,285,964 | 13 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JWCM Heights West, DST group: Jwcm Exchange I | Executive Officer Sponsor of the Issuer | Sep 6, 2022 | D | $14,882,588 similar: $2,250,000–$16,950,000 | $3,704,520 | 7 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
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: Other Real Estate / 506(c) (1,959 filings); Other Real Estate / 506(b) (5,033 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 JWCM Exchange I, LLC. 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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