PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:01 AM ET

Sponsor Check › Person

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

Kenneth Heller

Named as an officer, director or promoter on SEC Form D filings · CA · Mar 16, 2009 → Feb 26, 2016

2deals (issuers)
$157.9Mreported sold
29investors
16Form D filings
2009–2016years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Kenneth Heller is listed as an executive officer and director on 16 SEC Form D filings by 2 issuers between Mar 2009 and Feb 2016: TRAMONTANA POINT L P (San Francisco, CA — pooled investment fund — 2009–2015; $123.2M reported sold to 21 investors) and WIND ROSE FUND LTD (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2009–2016; $34.8M reported sold to 8 investors).

What this means 2 separate companies raised money with this person listed as executive officer and director, over about 7 years. Across those companies the filings report $157.9M sold in total.

Listed alongside Annabelle Wong (8 shared filings), True Bearing Asset Management LP (8 shared filings, management entity), David Bree (1 shared filing) and Roger Hanson (1 shared filing).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 1 court case matching the name, 19 bankruptcy cases matching the name listed in Key records below.

What this means 20 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 16 public filings for Kenneth Heller and found 4 differences, 1 worth asking the sponsor about: 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 Kenneth Heller has not run yet — it is joining a line of 4,153 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

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

Key records

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

1. Lawsuits

1 case: 1 dismissed

Kenneth Heller v. Ruby G. Emanuel dismissed
District Court, S.D. New York · No. 1:08-cv-11175 · Filed Dec 23, 2008 · Closed Jan 27, 2009 · Nature of suit: 423 Bankruptcy withdrawal 28 USC 157
Role of Kenneth Heller: Plaintiff · Outcome: Terminated 2009-01-27 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in NY (not a filing state)
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, 2:17 AM ET.

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

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

2. Regulatory actions

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

What was searched

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

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

3. Bankruptcies

19 cases: 1 open, 18 closed (disposition not in docket feed)

Kenneth H. Heller, II and Amanda K. Heller open
United States Bankruptcy Court, W.D. New York · No. 1-25-10425 · Filed Apr 17, 2025
Role of Kenneth H. Heller, II: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in NY (not a filing state)
Kenneth Heller closed
United States Bankruptcy Court, D. New Jersey · No. 19-32231 · Filed Nov 26, 2019 · Closed Mar 16, 2020
Role of Kenneth Heller: Debtor · Outcome: Case closed 2020-03-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in NJ (not a filing state)
Kenneth G. Heller closed
United States Bankruptcy Court, D. Nebraska · No. 18-81392 · Filed Sep 20, 2018 · Closed Jan 7, 2019
Role of Kenneth G. Heller: Debtor · Outcome: Case closed 2019-01-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets)
Jamie Heller and Kenneth Heller closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 17-15399 · Filed Aug 9, 2017 · Closed Dec 8, 2017
Role of Kenneth Heller: Debtor · Outcome: Case closed 2017-12-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in PA (not a filing state)
Kenneth H. Heller, II and Amanda K. Heller closed
United States Bankruptcy Court, W.D. New York · No. 1-17-10517 · Filed Mar 20, 2017 · Closed Aug 4, 2017
Role of Kenneth H. Heller, II: Debtor · Outcome: Case closed 2017-08-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in NY (not a filing state)
Kenneth D. Heller, Jr. and Yvonne M. Heller closed
United States Bankruptcy Court, E.D. Wisconsin · No. 13-24138 · Filed Apr 6, 2013 · Closed Nov 21, 2017
Role of Kenneth D. Heller, Jr.: Debtor · Outcome: Case closed 2017-11-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in WI (not a filing state)
KENNETH M. HELLER closed
United States Bankruptcy Court, D. Montana · No. 10-60973 · Filed Apr 29, 2010 · Closed Oct 17, 2014
Role of KENNETH M. HELLER: Debtor · Outcome: Case closed 2014-10-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in MT (not a filing state)
Kenneth W. Heller and Tamie L. Heller closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 09-21342 · Filed Feb 27, 2009 · Closed Aug 7, 2009
Role of Kenneth W. Heller and Tamie L. Heller: Debtor · Outcome: Case closed 2009-08-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in PA (not a filing state)
Kenneth J Heller closed
United States Bankruptcy Court, D. Oregon · No. 06-32912 · Filed Sep 22, 2006 · Closed Dec 28, 2006
Role of Kenneth J Heller: Debtor · Outcome: Case closed 2006-12-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in OR (not a filing state)
Kenneth D. Heller and Nichola M. Heller closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 06-20744 · Filed Feb 28, 2006 · Closed Jun 15, 2006
Role of Kenneth D. Heller and Nichola M. Heller: Debtor · Outcome: Case closed 2006-06-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in PA (not a filing state)
Kenneth H. Heller and Amanda K. Heller closed
United States Bankruptcy Court, W.D. New York · No. 1-01-17858 · Filed Dec 26, 2001 · Closed May 2, 2002
Role of Kenneth H. Heller and Amanda K. Heller: Debtor · Outcome: Case closed 2002-05-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in NY (not a filing state)
Kenneth S. Heller and Denise F. Heller closed
United States Bankruptcy Court, S.D. Georgia · No. 01-41546 · Filed May 25, 2001 · Closed Apr 26, 2006
Role of Kenneth S. Heller and Denise F. Heller: Debtor · Outcome: Case closed 2006-04-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in GA (not a filing state)
Kenneth L Heller, Sr and Sharon L Heller closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 1:01-bk-01942 · Filed Apr 6, 2001 · Closed Nov 21, 2001
Role of Kenneth L Heller, Sr: Debtor · Outcome: Case closed 2001-11-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in PA (not a filing state)
Kenneth E. Heller closed
United States Bankruptcy Court, D. Utah · No. 00-24619 · Filed Apr 27, 2000 · Closed Mar 28, 2001
Role of Kenneth E. Heller: Debtor · Outcome: Case closed 2001-03-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in UT (not a filing state)
Kenneth G. Heller and Nancy L. Heller closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 98-24471 · Filed Sep 10, 1998 · Closed Jan 19, 1999
Role of Kenneth G. Heller and Nancy L. Heller: Debtor · Outcome: Case closed 1999-01-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in PA (not a filing state)
Kenneth D. Heller closed
United States Bankruptcy Court, E.D. Wisconsin · No. 94-26227 · Filed Nov 17, 1994 · Closed Feb 23, 1995
Role of Kenneth D. Heller: Debtor · Outcome: Case closed 1995-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in WI (not a filing state)
Kenneth Heller closed
United States Bankruptcy Court, D. New Jersey · No. 91-34780 · Filed Aug 19, 1991 · Closed Sep 12, 1995
Role of Kenneth Heller: Debtor · Outcome: Case closed 1995-09-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in NJ (not a filing state)
Kenneth W. Heller and Tamie L. Heller closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 90-22011 · Filed Jul 6, 1990 · Closed Jan 24, 1991
Role of Kenneth W. Heller and Tamie L. Heller: Debtor · Outcome: Case closed 1991-01-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in PA (not a filing state)
Kenneth E. Heller closed
United States Bankruptcy Court, D. Utah · No. 88-20936 · Filed Feb 18, 1988 · Closed Jun 13, 1988
Role of Kenneth E. Heller: Debtor · Outcome: Case closed 1988-06-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in UT (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

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

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

4. Differences between public sources

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

4 differences found between the filings for Kenneth Heller — 1 worth asking about (compared 16 filings on Oct 24, 2026)

Worth asking · Mar 9, 2011 – Mar 9, 2012

Investor count went down between filings — WIND ROSE FUND LTD

The Mar 9, 2011 filing reports 4 investors; the Mar 9, 2012 Form D/A reports 3 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/A (earlier) · Mar 9, 2011 ↗Form D/A (later) · Mar 9, 2012 ↗WIND ROSE FUND LTD — PartnerFacts page ↗
Sources
Note · Jul 1, 2007 – Feb 26, 2016

No amendment in the last 12 months on an offering that may still be open — WIND ROSE FUND LTD (latest filing Feb 26, 2016)

The latest filing for this offering is dated Feb 26, 2016 (first sale Jul 1, 2007). It reports $34,779,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Feb 26, 2016 ↗WIND ROSE FUND LTD — PartnerFacts page ↗
Sources
Note · Jan 1, 2005 – Sep 25, 2015

No amendment in the last 12 months on an offering that may still be open — TRAMONTANA POINT L P (latest filing Sep 25, 2015)

The latest filing for this offering is dated Sep 25, 2015 (first sale Jan 1, 2005). It reports $123,150,708 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Sep 25, 2015 ↗TRAMONTANA POINT L P — PartnerFacts page ↗
Sources
Note · Mar 16, 2009 – Mar 9, 2010

Address moved from George Town, Cayman Islands (as filed: E9) to San Francisco, CA — WIND ROSE FUND LTD

The people listed on the Mar 16, 2009 filing give George Town, Cayman Islands (as filed: E9); on the Mar 9, 2010 filing they give San Francisco, CA. The address now on file (C/O Maples Corporate Services Limited, Ugland House P.O. Box 309, Grand Cayman, Cayman Islands (as filed: E9)) is a registered-agent or shared-office address used by 1,148 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D/A · Mar 16, 2009 ↗Form D/A · Mar 9, 2010 ↗WIND ROSE FUND LTD — 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

None reported on 2 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 26, 2016 D/A
WIND ROSE FUND LTD
File 021-113776
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2015 D/A
TRAMONTANA POINT L P
File 021-85318
$0$0$0None listed on this filingEDGAR ↗

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 2

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

WR
Pooled Investment Fund

WIND ROSE FUND LTD

Grand Cayman, Cayman Islands (as filed: E9) · Mar 16, 2009 → Feb 26, 2016 · 8 filings
  • Feb 26, 2016 · D/A · $34,779,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 17, 2015 · D/A · $33,835,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 20, 2014 · D/A · $33,296,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 8, 2013 · D/A · $26,690,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 9, 2012 · D/A · $23,065,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 9, 2011 · D/A · $9,645,538 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 9, 2010 · D/A · $9,645,538 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 16, 2009 · D/A · $9,645,538 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $34.8M from 8 investors as of the latest filing. Kenneth is listed as director on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TP
Pooled Investment Fund

TRAMONTANA POINT L P

San Francisco, CA · Mar 16, 2009 → Sep 25, 2015 · 8 filings
  • Sep 25, 2015 · D/A · $123,150,708 sold of Indefinite · 21 investors · min. $1,000,000 · role: Executive Officer (Mr. Heller is a Managing Member of True Bearing Holdings LLC, the General Partner of True Bearing Asset Management LP, the General Partner of the Issuer.) EDGAR ↗
  • Sep 26, 2014 · D/A · $119,903,602 sold of Indefinite · 21 investors · min. $1,000,000 · role: Executive Officer (Mr. Heller is a Managing Member of True Bearing Holdings LLC, the General Partner of True Bearing Asset Management LP, the General Partner of the Issuer.) EDGAR ↗
  • Sep 26, 2013 · D/A · $115,903,602 sold of Indefinite · 20 investors · min. $1,000,000 · role: Executive Officer (Mr. Heller is a Managing Member of True Bearing Holdings LLC, the General Partner of True Bearing Asset Management LP, the General Partner of the Issuer.) EDGAR ↗
  • Oct 1, 2012 · D/A · $115,203,602 sold of Indefinite · 20 investors · min. $1,000,000 · role: Executive Officer (Mr. Heller is a Managing Member of True Bearing Holdings LLC, the General Partner of True Bearing Asset Management LP, the General Partner of the Issuer.) EDGAR ↗
  • Aug 8, 2011 · D/A · $68,330,602 sold of Indefinite · 19 investors · min. $1,000,000 · role: Executive Officer (Mr. Heller is a Managing Member of True Bearing Holdings LLC, the General Partner of True Bearing Asset Management LP, the General Partner of the Issuer.) EDGAR ↗
  • Mar 3, 2011 · D/A · $68,330,602 sold of Indefinite · 19 investors · min. $1,000,000 · role: Executive Officer (Mr. Heller is the Managing Member of True Bearing Holdings LLC, the General Partner of True Bearing Asset Management LP, the General Partner of the Issuer.) EDGAR ↗
  • Mar 9, 2010 · D/A · $40,739,481 sold of Indefinite · 15 investors · min. $1,000,000 · role: Executive Officer (Mr. Heller is the Managing Member of True Bearing Holdings LLC the General Partner of True Bearing Asset Management LP, which is the General Partner of the Issuer.) EDGAR ↗
  • Mar 16, 2009 · D/A · $38,556,479 sold of Indefinite · 12 investors · min. $1,000,000 · role: Executive Officer (Mr. Heller is the Managing Member of True Bearing Holdings LLC the General Partner of True Bearing Asset Management LP, which is the General Partner of the Issuer.) EDGAR ↗

Raised $123.2M from 21 investors as of the latest filing. Kenneth is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Kenneth 4

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

TB
Management entity

True Bearing Asset Management LP

Promoter · 8 shared filings (1 issuer)

Listed on the same filings as Kenneth Heller. Their page shows their other deals.

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

Annabelle Wong

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as Kenneth Heller. Their page shows their other deals.

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

David Bree

Director · 1 shared filing (1 issuer) · also on 409 other issuers

David Bree is on 410 issuers in total — a repeat sponsor. Their page lists every one.

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

Roger Hanson

Director · 1 shared filing (1 issuer) · also on 96 other issuers

Roger Hanson is on 97 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Same business address

51 other issuers file from the same address (first 50 shown)

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

Registrations and other filings

Adviser registration (Form ADV)

None of the 2 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 Kenneth Heller 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 2 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Kenneth Heller is listed on: none on file. No website or social profile named in TRAMONTANA POINT L P's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #298,378 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (San Francisco, CA). 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) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

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

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Kenneth Heller appears on a new Form D, or when a court case or SEC action is matched to them. See plans →