Sponsor Check › Person
Related person on Form D filings · address states as listed: NJ, NY · listed Apr 29, 2009 → Oct 2, 2025
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: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM 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.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
No SEC search has run yet for this person.
None found in sources searched.
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 24, 2026, 2:17 AM 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.
3 of 22 offerings report sales commissions totalling $15,791,080; 0 report finder's fees; 2 report proceeds to related persons totalling $427,125. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 2, 2025 D File 021-559519 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 26, 2025 D File 021-558942 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 27, 2025 D/A File 021-534675 | $0 | $0 | $0 Other than the payment of salaries and other compensation and benefits, no officer, director, manager or promoter will receive any payments from the proceeds of this offering. | None listed on this filing |
| EDGAR ↗ | Jun 13, 2025 D/A File 021-515991 | $591,080 (est.) | $0 | $0 The Issuers are obligated to pay a management fee to the General Partner (or an affiliate thereof). | N/A no CRD number reported via INVICTA CAPITAL LLC (CRD 288101 ↗) N/A no CRD number reported via UBS FINANCIAL SERVICES INC. (CRD 8174 ↗) N/A no CRD number reported via ASANTE CAPITAL GROUP ADVISORS LLC (CRD 155178 ↗) |
| EDGAR ↗ | Jan 10, 2025 D File 021-534670 | $0 | $0 | $0 Other than the payment of salaries and other compensation and benefits, no officer, director, manager or promoter will receive any payments from the proceeds of this offering. | None listed on this filing |
| EDGAR ↗ | Mar 22, 2024 D/A File 021-508325 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 13, 2022 D File 021-461672 | $0 | $0 | $182,125 (est.) A portion of the proceeds will be used to repay a US$182,125 short term bridge loan advanced to the Issuer on 9/27/22, plus applicable interest, by an entity which is wholly owned by the CEO of the Issuer. Bank of Canada EXR on 9/27/22 C$1.00=US$0.07285. | None listed on this filing |
| EDGAR ↗ | Jun 13, 2022 D File 021-448935 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 14, 2021 D File 021-406267 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 5, 2021 D File 021-394687 | $7,500,000 (est.) | $0 | $0 THE ISSUER IS OBLIGATED TO PAY A MANAGEMENT FEE TO THE GENERAL PARTNER (OR AN AFFILIATE THEREOF). | N/A no CRD number reported via INVICTA CAPITAL LLC (CRD 288101 ↗) N/A no CRD number reported via UBS FINANCIAL SERVICES INC. (CRD 8174 ↗) |
| EDGAR ↗ | Jan 5, 2021 D File 021-385278 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2019 D File 021-344671 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 8, 2018 D/A File 021-311726 | $7,700,000 (est.) | $0 | $0 ISSUERS ARE OBLIGATED TO PAY A MANAGEMENT FEE TO THE GENERAL PARTNER (OR AN AFFILIATE THEREOF). | N/A no CRD number reported via CV BROKERAGE, INC. (CRD 462 ↗) N/A no CRD number reported via UBS FINANCIAL SERVICES INC. (CRD 8174 ↗) N/A no CRD number reported via SSG CAPITAL ADVISORS, LLC (CRD 150750 ↗) |
| EDGAR ↗ | Dec 5, 2017 D File 021-300050 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 7, 2017 D File 021-292257 | $0 | $0 | $0 All proceeds to be used for working capital. | None listed on this filing |
| EDGAR ↗ | May 19, 2016 D File 021-263502 | $0 | $0 | $245,000 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 3, 2016 D File 021-256576 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 9, 2014 D/A File 021-209283 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 2, 2012 D File 021-180625 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 13, 2012 D File 021-171831 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 13, 2012 D File 021-171845 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 29, 2009 D File 021-115891 | $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 ↗ | Field Effect Software Inc. | Director | Oct 2, 2025 | D | $3,000,000 similar: $1,100,015–$10,001,163 | $3,000,000 | 1 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Capital Rx, Inc. | Director | Sep 26, 2025 | D | $232,885,143 similar: $500,000–$7,000,000 | $230,820,898 | 8 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Elligint Health, Inc. group: Healthec | Director | Jun 27, 2025 | D/A | Indefinite similar: $1,100,015–$10,001,163 | $13,123,838 | 56 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Edison Partners XI, LP group: Edison | Executive Officer, Promoter Managing Partner of the General Partner | Jun 13, 2025 | D/A | $650,000,000 similar: $155,000–$5,250,000 | $376,230,833 | 369 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Elligint Health, Inc. group: Healthec | Director | Jan 10, 2025 | D | Indefinite similar: $1,100,015–$10,001,163 | $13,123,838 | 56 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Elligint Health, Inc. group: Healthec | Director | Jan 10, 2025 | D | $4,200,000 similar: $1,100,015–$10,001,163 | $3,200,000 | 2 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Edison Partners XI, LP group: Edison | Executive Officer, Promoter Managing Partner of the General Partner | Jun 13, 2024 | D | $650,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capital Rx, Inc. | Director | Mar 22, 2024 | D/A | $312,497,075 similar: $500,000–$7,000,000 | $114,999,999 | 1 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Capital Rx, Inc. | Director | Mar 22, 2024 | D | $312,497,075 similar: $500,000–$7,000,000 | $114,999,999 | 1 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Field Effect Software Inc. | Director | Oct 13, 2022 | D | $19,999,999 similar: $1,100,015–$10,001,163 | $19,999,999 | 1 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Capital Rx, Inc. | Director | Jun 13, 2022 | D | $105,999,993 similar: $500,000–$7,000,000 | $105,999,993 | 9 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Capital Rx, Inc. | Director | Jul 14, 2021 | D | $3,480,430 similar: $500,000–$7,000,000 | $3,480,430 | 4 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Edison Partners X, LP group: Edison | Executive Officer, Promoter MANAGING MEMBER OF THE GENERAL PARTNER | Apr 5, 2021 | D | $425,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capital Rx, Inc. | Director | Jan 5, 2021 | D | $52,999,994 similar: $500,000–$7,000,000 | $31,960,628 | 4 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Capital Rx, Inc. | Director | Jul 19, 2019 | D | $16,382,777 similar: $500,000–$7,000,000 | $12,382,780 | 1 similar: 2–14 | $16,382,777 similar: $5,000–$50,000 |
| EDGAR ↗ | Edison Partners IX, LP group: Edison | Executive Officer, Promoter MANAGING MEMBER OF THE GENERAL PARTNER | Nov 8, 2018 | D/A | $356,960,000 similar: $155,000–$5,250,000 | $356,960,000 | 254 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Edison Partners IX, LP group: Edison | Executive Officer, Promoter MANAGING MEMBER OF THE GENERAL PARTNER | May 4, 2018 | D | $300,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Virtual Frameworks, Inc. | Director | Dec 5, 2017 | D | $7,000,000 similar: $829,831–$9,999,998 | $7,000,000 | 2 similar: 2–15 | $3,500,000 similar: $10,000–$54,310 |
| EDGAR ↗ | BRICATA, INC. | Director | Aug 7, 2017 | D | $8,040,050 similar: $480,782–$5,000,000 | $8,040,050 | 38 similar: 1–9 | $10,000 similar: $5,000–$50,000 |
| EDGAR ↗ | Virtual Frameworks, Inc. | Director | May 19, 2016 | D | $2,550,000 similar: $829,831–$9,999,998 | $2,550,000 | 4 similar: 2–15 | $1,950,000 similar: $10,000–$54,310 |
| EDGAR ↗ | Kemp Technologies Inc. | Director | Feb 3, 2016 | D | $6,000,000 similar: $480,782–$5,000,000 | $6,000,000 | 4 similar: 1–9 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Kemp Technologies Inc. | Director | Jan 9, 2014 | D/A | $4,000,000 similar: $480,782–$5,000,000 | $4,000,000 | 4 similar: 1–9 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Kemp Technologies Inc. | Director | Jan 6, 2014 | D | $3,999,992 similar: $480,782–$5,000,000 | $3,999,992 | 4 similar: 1–9 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | ClearPoint Learning Systems, Inc. | Director | Jul 2, 2012 | D | $500,000 | $500,000 | 1 | $500,000 |
| EDGAR ↗ | Kemp Technologies Inc. | Executive Officer, Director | Jan 13, 2012 | D | $3,699,990 | $3,699,990 | 4 | No minimum reported |
| EDGAR ↗ | Kemp Technologies Inc. | Executive Officer, Director | Jan 13, 2012 | D | $2,000,000 | $2,000,000 | 3 | No minimum reported |
| EDGAR ↗ | PORTICO SYSTEMS INC | Director | Apr 29, 2009 | D | $1,250,000 | $1,250,000 | 4 | $125,000 |
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 (5 industry/exemption sets on this page); 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.
Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as Lenard Marcus. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
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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