PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:45 AM ET

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Lenard Marcus

Named as an officer, director or promoter on SEC Form D filings · NJ, NY · Apr 29, 2009 → Oct 2, 2025

11deals (issuers)
$1.02Breported sold
740investors
27Form D filings
2009–2025years on file

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

Lenard Marcus is listed as an executive officer, director, and promoter on 27 SEC Form D filings by 11 issuers between Apr 2009 and Oct 2025. Largest by amount reported sold: Edison Partners XI, LP (Nashville, TN — pooled investment fund — 2024–2025; $376.2M reported sold to 369 investors), Edison Partners IX, LP (Princeton, NJ — pooled investment fund — 2018; $357M reported sold to 254 investors), Capital Rx, Inc. (New York, NY — industry reported as "Other" — 2019–2025; $230.8M reported sold to 9 investors), Field Effect Software Inc. (Ottawa, Ontario, Canada (as filed: A6) — other technology — 2022–2025; $20M reported sold to 1 investors), Elligint Health, Inc. (Edison, NJ — other technology — 2025; $13.1M reported sold to 56 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, director, and promoter, over about 16 years. Across those companies the filings report $1.02B sold in total.

Listed alongside Kevin Hill (8 shared filings), Ryan Kelly (7 shared filings), Gregg Michaelson (6 shared filings), J. Loiacono (6 shared filings, management entity), Jared Kesselheim (6 shared filings) and 64 others.

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

The issuers belong to 2 sponsor groups: Edison (9 issuers, $1.11B reported sold, 2010–2025) and Healthec (2 issuers, $18.1M reported sold, 2019–2025).

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 27 public filings for Lenard Marcus and found 14 differences, 1 worth asking the sponsor about: 8 Form Ds were filed more than 15 days after the first sale; 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 Lenard Marcus has not run yet — it is joining a line of 40,259 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, 2:17 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 Lenard Marcus..

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, 2:17 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

14 differences found between the filings for Lenard Marcus — 1 worth asking about (compared 27 filings on Oct 24, 2026)

Note · Apr 5, 2021

Lenard Marcus appears on 1 deal that stopped filing before reaching its target

Edison Partners X, LP (last filing Apr 5, 2021; $0 sold of $425,000,000). 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.

Sources
Worth asking · Jul 21, 2017 – Oct 2, 2025

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

Form D filed 104 days after the first sale — Capital Rx, Inc. · Form D filed 82 days after the first sale — Virtual Frameworks, Inc. · Form D filed 35 days after the first sale — Field Effect Software Inc. · Form D filed 45 days after the first sale — Capital Rx, Inc. · Form D filed 16 days after the first sale — Capital Rx, Inc. · and 3 more

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

Sources
Note · Jul 2, 2019 – Sep 26, 2025

7 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 — Capital Rx, Inc. (latest filing Sep 26, 2025) · No amendment in the last 12 months on an offering that may still be open — Elligint Health, Inc. (latest filing Jun 27, 2025) · No amendment in the last 12 months on an offering that may still be open — Edison Partners XI, LP (latest filing Jun 13, 2025) · No amendment in the last 12 months on an offering that may still be open — Elligint Health, Inc. (latest filing Jan 10, 2025) · No amendment in the last 12 months on an offering that may still be open — Capital Rx, Inc. (latest filing Mar 22, 2024) · and 2 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.

Sources
Note · Jan 13, 2012 – Jan 6, 2014

Lenard Marcus's role changed at Kemp Technologies Inc.: executive officer, director → director

The Jan 13, 2012 filing lists Lenard Marcus as executive officer, director; the Jan 6, 2014 Form D lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · May 4, 2018 – Nov 8, 2018

Offering amount changed between filings — Edison Partners IX, LP

The May 4, 2018 filing says $300,000,000 offered; the Nov 8, 2018 Form D/A says $356,960,000.

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.

Sources
Note · Jan 6, 2014 – Jan 9, 2014

Offering amount changed between filings — Kemp Technologies Inc.

The Jan 6, 2014 filing says $3,999,992 offered; the Jan 9, 2014 Form D/A says $4,000,000.

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.

Sources
Note · Apr 29, 2009 – May 4, 2018

Lenard Marcus is written 2 different ways on the filings

listed as "Lenard Marcus" on 22 filings (from Apr 29, 2009), and "Lenard W. Marcus" on 5 filings (from May 4, 2018).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Oct 13, 2022 – Oct 2, 2025

Reported revenue range changed between filings — Field Effect Software Inc.

"$5,000,001 - $25,000,000" (Oct 13, 2022); then "Decline to Disclose" (Oct 2, 2025).

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.

Sources
Note · Mar 25, 2022

Same name, different state: "LENARD MARCUS" (NC) is a separate record

This page covers filings where the address state is NJ or NY. A separate record, "LENARD MARCUS" with address state NC, is listed on 1 filing — most recently by Get Spiffy, Inc. (Mar 25, 2022). Both records have filings in the same period (Mar 25, 2022).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Oct 4, 2019 – May 1, 2020

Same name, different state: "Lenard Marcus" (NV) is a separate record

This page covers filings where the address state is NJ or NY. A separate record, "Lenard Marcus" with address state NV, is listed on 2 filings — most recently by NS8 Inc. (May 1, 2020). Both records have filings in the same period (Oct 4, 2019 to May 1, 2020).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Mar 22, 2013 – Oct 10, 2013

Same name, different state: "Lenard Marcus" (L2) is a separate record

This page covers filings where the address state is NJ or NY. A separate record, "Lenard Marcus" with address state L2, is listed on 2 filings — most recently by Lincor, Inc. (Oct 10, 2013). Both records have filings in the same period (Mar 22, 2013 to Oct 10, 2013).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Aug 19, 2009

Same name, different state: "Lenard Marcus" (VA) is a separate record

This page covers filings where the address state is NJ or NY. A separate record, "Lenard Marcus" with address state VA, is listed on 1 filing — most recently by CorasWorks Corp (Aug 19, 2009). Both records have filings in the same period (Aug 19, 2009).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Jan 13, 2012 – Jan 6, 2014

Address moved from Yaphank, NY to New York, NY — Kemp Technologies Inc.

The people listed on the Jan 13, 2012 filing give Yaphank, NY; on the Jan 6, 2014 filing they give New York, NY. The address now on file (600 Fifth Avenue, New York, NY) is a registered-agent or shared-office address used by 6 issuers.

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

Sources
Note · Apr 29, 2009 – Oct 2, 2025

Lenard Marcus is listed with 2 different address states: NJ, NY

NJ on 17 filings (Apr 29, 2009 to Oct 2, 2025); NY on 10 filings (Jan 13, 2012 to Sep 26, 2025).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

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

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)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 2, 2025 D
Field Effect Software Inc.
File 021-559519
$0$0$0None listed on this filingEDGAR ↗
Sep 26, 2025 D
Capital Rx, Inc.
File 021-558942
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2025 D/A
Elligint Health, Inc.
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 filingEDGAR ↗
Jun 13, 2025 D/A
Edison Partners XI, LP
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
Elligint Health, Inc.
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 filingEDGAR ↗
Mar 22, 2024 D/A
Capital Rx, Inc.
File 021-508325
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2022 D
Field Effect Software Inc.
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 filingEDGAR ↗
Jun 13, 2022 D
Capital Rx, Inc.
File 021-448935
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2021 D
Capital Rx, Inc.
File 021-406267
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2021 D
Edison Partners X, LP
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
Capital Rx, Inc.
File 021-385278
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2019 D
Capital Rx, Inc.
File 021-344671
$0$0$0None listed on this filingEDGAR ↗
Nov 8, 2018 D/A
Edison Partners IX, LP
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
Virtual Frameworks, Inc.
File 021-300050
$0$0$0None listed on this filingEDGAR ↗
Aug 7, 2017 D
BRICATA, INC.
File 021-292257
$0$0$0
All proceeds to be used for working capital.
None listed on this filingEDGAR ↗
May 19, 2016 D
Virtual Frameworks, Inc.
File 021-263502
$0$0$245,000 (est.)None listed on this filingEDGAR ↗
Feb 3, 2016 D
Kemp Technologies Inc.
File 021-256576
$0$0$0None listed on this filingEDGAR ↗
Jan 9, 2014 D/A
Kemp Technologies Inc.
File 021-209283
$0$0$0None listed on this filingEDGAR ↗
Jul 2, 2012 D
ClearPoint Learning Systems, Inc.
File 021-180625
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2012 D
Kemp Technologies Inc.
File 021-171831
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2012 D
Kemp Technologies Inc.
File 021-171845
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2009 D
PORTICO SYSTEMS INC
File 021-115891
$0$0$0None 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 Lenard Marcus on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Other Technology

Field Effect Software Inc.

Ottawa, Ontario, Canada (as filed: A6) · Oct 13, 2022 → Oct 2, 2025 · 2 filings
  • Oct 2, 2025 · D · $3,000,000 sold of $3,000,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 13, 2022 · D · $19,999,999 sold of $19,999,999 · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $20M from 1 investor (100% of the $3M target) as of the latest filing. Lenard is listed as director on 2 filings for this deal.

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 Technology / 506(b) (17,390 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.

Other

Capital Rx, Inc.

New York, NY · Jul 19, 2019 → Sep 26, 2025 · 7 filings
  • Sep 26, 2025 · D · $230,820,898 sold of $232,885,143 · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 22, 2024 · D/A · $114,999,999 sold of $312,497,075 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 22, 2024 · D · $114,999,999 sold of $312,497,075 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 13, 2022 · D · $105,999,993 sold of $105,999,993 · 9 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 14, 2021 · D · $3,480,430 sold of $3,480,430 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 5, 2021 · D · $31,960,628 sold of $52,999,994 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 19, 2019 · D · $12,382,780 sold of $16,382,777 · 1 investors · min. $16,382,777 · role: Director EDGAR ↗

Raised $230.8M from 9 investors (99% of the $232.9M target) as of the latest filing. Lenard is listed as director on 7 filings for this deal.

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(b) (18,678 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.

Other Technology · group: Healthec

Elligint Health, Inc.

Edison, NJ · Jan 10, 2025 → Jun 27, 2025 · 3 filings
  • Jun 27, 2025 · D/A · $13,123,838 sold of Indefinite · 56 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 10, 2025 · D · $13,123,838 sold of Indefinite · 56 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 10, 2025 · D · $3,200,000 sold of $4,200,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $13.1M from 56 investors as of the latest filing. Lenard is listed as director on 3 filings for this deal.

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 Technology / 506(b) (17,390 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.

Pooled Investment Fund · group: Edison

Edison Partners XI, LP

Nashville, TN · Jun 13, 2024 → Jun 13, 2025 · 2 filings
  • Jun 13, 2025 · D/A · $376,230,833 sold of $650,000,000 · 369 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Partner of the General Partner) EDGAR ↗
  • Jun 13, 2024 · D · $0 sold of $650,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Partner of the General Partner) EDGAR ↗

Raised $376.2M from 369 investors (58% of the $650M target) as of the latest filing. Lenard is listed as executive officer, promoter on 2 filings for this deal.

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.

Pooled Investment Fund · group: Edison

Edison Partners X, LP

Princeton, NJ · Apr 5, 2021
  • Apr 5, 2021 · D · $0 sold of $425,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (MANAGING MEMBER OF THE GENERAL PARTNER) EDGAR ↗

No sales reported yet as of the latest filing. Lenard is listed as executive officer, promoter.

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.

Pooled Investment Fund · group: Edison

Edison Partners IX, LP

Princeton, NJ · May 4, 2018 → Nov 8, 2018 · 2 filings
  • Nov 8, 2018 · D/A · $356,960,000 sold of $356,960,000 · 254 investors · min. No minimum reported · role: Executive Officer, Promoter (MANAGING MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • May 4, 2018 · D · $0 sold of $300,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (MANAGING MEMBER OF THE GENERAL PARTNER) EDGAR ↗

Raised $357M from 254 investors (100% of the $357M target) as of the latest filing. Lenard is listed as executive officer, promoter on 2 filings for this deal.

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.

Other Health Care

Virtual Frameworks, Inc.

New York, NY · May 19, 2016 → Dec 5, 2017 · 2 filings
  • Dec 5, 2017 · D · $7,000,000 sold of $7,000,000 · 2 investors · min. $3,500,000 · role: Director EDGAR ↗
  • May 19, 2016 · D · $2,550,000 sold of $2,550,000 · 4 investors · min. $1,950,000 · role: Director EDGAR ↗

Raised $7M from 4 investors (100% of the $7M target) as of the latest filing. Lenard is listed as director on 2 filings for this deal.

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 Health Care / 506(b) (4,189 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.

Computers

BRICATA, INC.

Columbia, MD · Aug 7, 2017
  • Aug 7, 2017 · D · $8,040,050 sold of $8,040,050 · 38 investors · min. $10,000 · role: Director EDGAR ↗

Raised $8.04M from 38 investors (100% of the $8.04M target) as of the latest filing. Lenard is listed as director.

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: Computers / 506(b) (499 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.

Computers

Kemp Technologies Inc.

New York, NY · Jan 13, 2012 → Feb 3, 2016 · 5 filings
  • Feb 3, 2016 · D · $6,000,000 sold of $6,000,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 9, 2014 · D/A · $4,000,000 sold of $4,000,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 6, 2014 · D · $3,999,992 sold of $3,999,992 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 13, 2012 · D · $3,699,990 sold of $3,699,990 · 4 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 13, 2012 · D · $2,000,000 sold of $2,000,000 · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $6M from 4 investors (100% of the $6M target) as of the latest filing. Lenard is listed as director, executive officer on 5 filings for this deal.

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: Computers / 506(b) (499 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.

Other Technology

ClearPoint Learning Systems, Inc.

Hoboken, NJ · Jul 2, 2012
  • Jul 2, 2012 · D · $500,000 sold of $500,000 · 1 investors · min. $500,000 · role: Director EDGAR ↗

Raised $500K from 1 investor (100% of the $500K target) as of the latest filing. Lenard is listed as director.

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.

Other Health Care

PORTICO SYSTEMS INC

Blue Bell, PA · Apr 29, 2009
  • Apr 29, 2009 · D · $1,250,000 sold of $1,250,000 · 4 investors · min. $125,000 · role: Director EDGAR ↗

Raised $1.25M from 4 investors (100% of the $1.25M target) as of the latest filing. Lenard is listed as director.

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.

Other pages with the same name (4)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Lenard Marcus — VA, 1 issuer, Aug 19, 2009 → Aug 19, 2009 · no shared issuer
  • Lenard Marcus — Ireland (as filed: L2), 1 issuer, Mar 22, 2013 → Oct 10, 2013 · no shared issuer
  • Lenard Marcus — NV, 1 issuer, Oct 4, 2019 → May 1, 2020 · no shared issuer
  • LENARD MARCUS — NC, 1 issuer, Mar 25, 2022 → Mar 25, 2022 · no shared issuer

People around Lenard 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

Management entity

J. Loiacono

Executive Officer, Director · 6 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

Management entity

M. EDISON VENTURES MANAGEMENT, LLC

Promoter · 2 shared filings (1 issuer) · also on 4 other issuers

M. EDISON VENTURES MANAGEMENT, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

EDISON IX GP, LLC

Executive Officer, Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

Management entity

EDISON PARTNERS MANAGEMENT, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

Management entity

EDISON XI GP, LLC

Executive Officer, Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

Management entity

EDISON X GP, LLC

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

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Kevin Hill

Director · 8 shared filings (2 issuers) · also on 9 other issuers

Kevin Hill is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Ryan Kelly

Director · 7 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Jared Kesselheim

Director · 6 shared filings (1 issuer) · also on 25 other issuers

Jared Kesselheim is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

John Becker

Director · 6 shared filings (2 issuers) · also on 7 other issuers

John Becker is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Gregg Michaelson

Executive Officer, Promoter, Director · 6 shared filings (3 issuers) · also on 3 other issuers

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

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

RYAN M. ZIEGLER

Executive Officer, Promoter · 5 shared filings (3 issuers) · also on 4 other issuers

RYAN M. ZIEGLER is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

CHRISTOPHER S. SUGDEN

Executive Officer, Promoter · 5 shared filings (3 issuers) · also on 6 other issuers

CHRISTOPHER S. SUGDEN is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Peter Melerud

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Eric Filipek

Director · 5 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Ray Downes

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

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

William Bishop

Director · 5 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Danielle Bellanger

Director · 5 shared filings (2 issuers)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Adam Sabloff

Executive Officer, Director · 5 shared filings (2 issuers)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Robert Mittendorff

Director · 4 shared filings (1 issuer) · also on 7 other issuers

Robert Mittendorff is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Jonathan Braunhut

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Joseph Alexander

Director, Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Richard Willemin

Executive Officer · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Enrico Picozza

Director · 3 shared filings (1 issuer) · also on 7 other issuers

Enrico Picozza is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

THOMAS L. VANDER SCHAAFF

Executive Officer, Promoter · 3 shared filings (2 issuers)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Ashish Kapoor

Director · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Chris Caramanico

Executive Officer, Director · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Daniel Delmastro

Director · 3 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

KELLY A. FORD

Executive Officer, Promoter · 3 shared filings (2 issuers)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Michael Ludwig

Director · 3 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Sumesh P. Poyil

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Steven Tolle

Director · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Matthew Holland

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Mariann McDonagh

Director · 2 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Dolores Farrell

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

MICHAEL KOPELMAN

Executive Officer, Promoter · 2 shared filings (1 issuer) · also on 7 other issuers

MICHAEL KOPELMAN is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

L. Bradford Perkins

Director · 2 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Warren Sabloff

Director · 2 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

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

Laleh Alemzadeh

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Lenard Marcus. Their page shows their other deals.

The team behind the deals

Sponsor group

Edison

9 issuers · 13 filings · $1.11B reported sold · 2010–2025

One team, 9 deal companies. Lenard Marcus is listed on 3 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 Lenard Marcus.

Sponsor group

Healthec

2 issuers · 6 filings · $18.1M reported sold · 2019–2025

One team, 2 deal companies. Lenard Marcus 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 Lenard Marcus.

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

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)

A person is never an adviser firm. 1 of the 11 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Edison Partners XI, LP.

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 Lenard Marcus 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 Lenard Marcus is listed on: none on file. No website or social profile named in Field Effect Software Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #58,492 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 (Ottawa, A6). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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