Sponsor Check › Person
Named as an officer, director or promoter on SEC Form D filings · CA · May 5, 2016 → Jul 2, 2021
Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:36 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Lisa Jack is listed as an executive officer on 44 SEC Form D filings by 14 issuers between May 2016 and Jul 2021. Largest by amount reported sold: Shopoff Opportunity Fund VI, L.P. (Irvine, CA — other real estate — 2018–2021; $20.2M reported sold), Skypointe TIC 2 Owner, LLC (Irvine, CA — other real estate — 2017; $18M reported sold), SCF - 2100 Q STREET OWNER LLC (Irvine, CA — other real estate — 2017–2018; $12.6M reported sold to 3 investors), SCF - 4440 VKA, LLC (Irvine, CA — other real estate — 2016–2017; $5.02M reported sold to 3 investors), SCGIF II - Firecreek Owner, LLC (Irvine, CA — other real estate — 2016–2017; $5M reported sold) and 9 more (all listed below).
What this means That is a lot of deals — 14 separate companies raised money with this person listed as executive officer, over about 5 years. Across those companies the filings report $75.6M sold in total.
Listed alongside William A Shopoff (44 shared filings).
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Lisa. Each name links to their own page.
The issuers belong to 3 sponsor groups: Scgif (5 issuers, $16M reported sold, 2016–2018), Shopoff (44 issuers, $62.8M reported sold, 2010–2025) and Tsg Venture (2 issuers, $515K reported sold, 2017–2020).
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) — 9 bankruptcy cases matching the name listed in Key records below.
What this means 9 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 44 public filings for Lisa Jack and found 11 differences, 6 worth asking the sponsor about: Bankruptcy case: Lisa Jack; Amount sold 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.
Community search for Lisa Jack has not run yet — it is joining a line of 30,637 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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.
Five things investors ask first. Items still in human review are counted, not shown.
None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026
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, 2:36 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.
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
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 Lisa Jack..
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).
9 cases: 9 closed (disposition not in docket feed)
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, 2:36 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.
Comparisons cover issuers and sponsor groups — see the issuer pages under Deals
11 differences found between the filings for Lisa Jack — 6 worth asking about (compared 44 filings on Oct 24, 2026)
United States Bankruptcy Court, C.D. California docket "Lisa Jack" filed May 28, 2014, closed Aug 21, 2014. Lisa Jack is listed as Debtor. Our match estimate: 44%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
The Aug 27, 2020 filing says $13,295,587 sold; the Sep 8, 2020 Form D/A says $0 sold — $13,295,587 less.
What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.
The Dec 20, 2017 filing says $3,607,969 sold; the Apr 23, 2019 Form D/A says $375,000 sold — $3,232,969 less.
What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.
VERTIMASS, LLC (last filing May 28, 2024; $0 sold of $45,000,000); Shopoff Opportunity Fund VI, L.P. (last filing Feb 23, 2021; $20,213,526 sold of $100,000,000); TSG Venture 1, LLC (last filing Nov 20, 2019; $3,607,969 sold of $18,000,000); Shopoff Commercial Growth & Income Fund III, L.P. (last filing Apr 3, 2018; $0 sold of $50,000,000); Shopoff Land Fund V, L.P. (last filing Apr 3, 2018; $0 sold of $60,000,000); SCGIF II - Firecreek Owner, LLC (last filing Jan 4, 2017; $5,000,000 sold of $15,173,422); and 1 more. 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.
The latest filing for this offering is dated Jan 4, 2017 (first sale Dec 19, 2016). It reports $5,000,000 sold of $15,173,422 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.
Lisa Jack appears on the Jul 2, 2021 Form D/A (executive officer) but not on the Feb 21, 2023 Form D/A for the same offering.
What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.
Lisa Jack appears on the Dec 20, 2017 Form D (executive officer) but not on the Apr 23, 2019 Form D/A for the same offering.
What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.
Offering amount changed between filings — VERTIMASS, LLC · Offering amount lowered between filings — VERTIMASS, LLC · Offering amount lowered between filings — TSG Venture 1, LLC · Offering amount lowered between filings — SCGIF II-DESPLAINES, LLC · Offering amount changed between filings — SCF - 2100 Q STREET OWNER LLC · and 4 more
What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.
The Dec 20, 2017 filing lists a minimum of $1,000,000; the Apr 23, 2019 Form D/A lists $500,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
"No Revenues" (Dec 5, 2016); then "$5,000,001 - $25,000,000" (Feb 21, 2023).
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.
This page covers filings where the address state is CA. A separate record, "Lisa Jack" with address state AZ, is listed on 1 filing — most recently by Lakeside DV Holdings, LLC (Nov 30, 2015). The two records do not overlap in time: this page runs May 5, 2016 to Jul 2, 2021; the other has one filing dated Nov 30, 2015.
What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.
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.
13 of 14 offerings report sales commissions totalling $18,706,775; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Jul 2, 2021 D/A VERTIMASS, LLC File 021-275615 | $560,000 (est.) | $0 | $0 | Shopoff Securities Inc. BrokerCheck CRD 142866 ↗ via Shopoff Securities Inc. (CRD 142866 ↗) Moloney Securities Company BrokerCheck CRD 38535 ↗ via Moloney Securities Company (CRD 38535 ↗) Alexander Capital, LP BrokerCheck CRD 40077 ↗ via Alexander Capital, LP (CRD 40077 ↗) | EDGAR ↗ |
| Feb 23, 2021 D/A Shopoff Opportunity Fund VI, L.P. File 021-315654 | $7,000,000 (est.) | $0 | $0 (est.) | Shopoff Securities Inc. BrokerCheck CRD 142866 ↗ via Shopoff Securities Inc. (CRD 142866 ↗) BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. BrokerCheck CRD 13609 ↗ via BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CRD 13609 ↗) FORTA FINANCIAL GROUP, INC BrokerCheck CRD 28784 ↗ via FORTA FINANCIAL GROUP, INC (CRD 28784 ↗) LANDOLT SECURITIES, INC. BrokerCheck CRD 28352 ↗ via LANDOLT SECURITIES, INC (CRD 28352 ↗) | EDGAR ↗ |
| Jan 29, 2019 D/A WESTKIN PROPERTIES, LTD File 021-331562 | $6,250 | $0 | $0 | H & L EQUITIES, LLC BrokerCheck CRD 113794 ↗ via H & L EQUITIES, LLC (CRD 113794 ↗) | EDGAR ↗ |
| Jun 8, 2018 D/A SCGIF II-DESPLAINES, LLC File 021-302174 | $190,947 | $0 | $0 | SHOPOFF SECURITIES, INC. BrokerCheck CRD 142866 ↗ CROWN CAPITAL SECURITIES, L.P. BrokerCheck CRD 6312 ↗ | EDGAR ↗ |
| Apr 3, 2018 D/A Shopoff Commercial Growth & Income Fund III, L.P. File 021-266878 | $3,500,000 (est.) | $0 | $0 | Shopoff Securities Inc. BrokerCheck CRD 142866 ↗ via Shopoff Securities Inc. (CRD 142866 ↗) Richfield Orion International, Inc. BrokerCheck CRD 24433 ↗ Titan Securities BrokerCheck CRD 131392 ↗ International Assets Advisory BrokerCheck CRD 10645 ↗ The Strategic Financial Alliance BrokerCheck CRD 126514 ↗ Sunbelt Securities BrokerCheck CRD 42180 ↗ Ausdal Financial Partners, Inc BrokerCheck CRD 7995 ↗ Newbridge Securities BrokerCheck CRD 104065 ↗ Whitehall-Parker Securities Inc BrokerCheck CRD 10608 ↗ Moloney Securities BrokerCheck CRD 38535 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Trustmont Financial Group BrokerCheck CRD 18312 ↗ American Investors Company BrokerCheck CRD 38 ↗ WestPark Capital Inc BrokerCheck CRD 39914 ↗ BrokerBank Securities, Inc. BrokerCheck CRD 130116 ↗ Cascade Financial Management, Inc BrokerCheck CRD 119030 ↗ Cabot Lodge BrokerCheck CRD 159712 ↗ Kalos Capital BrokerCheck CRD 44337 ↗ Emerson Equity, LLC BrokerCheck CRD 130032 ↗ Sandlapper Securities BrokerCheck CRD 137906 ↗ Capital Financial Services BrokerCheck CRD 8408 ↗ TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗ Center Street Securities BrokerCheck CRD 269898 ↗ VFG Securities BrokerCheck CRD 15121 ↗ Concorde Investments BrokerCheck CRD 151604 ↗ Financial Goal Securities BrokerCheck CRD 19066 ↗ Silber Bennett Financial, Inc. BrokerCheck CRD 156435 ↗ Financial West Group BrokerCheck CRD 16668 ↗ Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗ Parkland Securities, LLC BrokerCheck CRD 115368 ↗ Sigma Financial Corporation BrokerCheck CRD 14303 ↗ LightPath Capital, Inc. BrokerCheck CRD 34617 ↗ Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ Wilson-Davis & Co., Inc. BrokerCheck CRD 3777 ↗ Oak Tree Securities BrokerCheck CRD 18126 ↗ Niagara International Capital Limited BrokerCheck CRD 135327 ↗ IBN Financial Services BrokerCheck CRD 42360 ↗ Purshe Kaplan Sterling Investments, Inc. BrokerCheck CRD 35747 ↗ Chauner Securities, Inc. BrokerCheck CRD 10075 ↗ Advisory Group Equity Services BrokerCheck CRD 15427 ↗ WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ First Financial Equity Corp BrokerCheck CRD 16507 ↗ Willow Cove Investment Group, Inc. BrokerCheck CRD 107824 ↗ Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ Ni Advisors BrokerCheck CRD 134502 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Crown Capital Securities BrokerCheck CRD 6312 ↗ Western International Securities, Inc. BrokerCheck CRD 39262 ↗ Landolt Securities BrokerCheck CRD 28352 ↗ American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Aegis Capital Corp BrokerCheck CRD 15007 ↗ | EDGAR ↗ |
| Apr 3, 2018 D/A Shopoff Land Fund V, L.P. File 021-268996 | $4,200,000 (est.) | $0 | $0 | Shopoff Securities Inc. BrokerCheck CRD 142866 ↗ via Shopoff Securities Inc. (CRD 142866 ↗) Richfield Orion International, Inc. BrokerCheck CRD 24433 ↗ Center Street Securities, Inc. BrokerCheck CRD 26898 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Crown Capital Securities BrokerCheck CRD 6312 ↗ The Strategic Financial Alliance Inc BrokerCheck CRD 126514 ↗ Advisory Group Equity Services, Ltd BrokerCheck CRD 15427 ↗ Financial Goal Securities BrokerCheck CRD 19066 ↗ Cabot Lodge Securities BrokerCheck CRD 159712 ↗ Moloney Securities BrokerCheck CRD 38535 ↗ Sunbelt Securities BrokerCheck CRD 42180 ↗ American Investors Company BrokerCheck CRD 38 ↗ Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗ International Assets Advisory BrokerCheck CRD 10645 ↗ Silber Bennett Financial, Inc. BrokerCheck CRD 156435 ↗ Chauner Securities, Inc. BrokerCheck CRD 10075 ↗ Sandlapper Securities BrokerCheck CRD 137906 ↗ IMS Securities Inc. BrokerCheck CRD 35567 ↗ Parkland Securities, LLC BrokerCheck CRD 115368 ↗ Sigma Financial Corporation BrokerCheck CRD 14303 ↗ Newbridge Securities Corporation BrokerCheck CRD 104065 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ TCFG Wealth Management BrokerCheck CRD 164153 ↗ Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Capital Financial Services, Inc. BrokerCheck CRD 8408 ↗ Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Wilson-Davis & Co., Inc. BrokerCheck CRD 3777 ↗ VFG Securities, Inc. BrokerCheck CRD 15121 ↗ WestPark Capital Inc. BrokerCheck CRD 39914 ↗ Trustmont Financial Group BrokerCheck CRD 18312 ↗ Oak Tree Securities BrokerCheck CRD 18126 ↗ Niagara International Capital Limited BrokerCheck CRD 135327 ↗ IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗ Purshe Kaplan Sterling Investments, Inc. BrokerCheck CRD 35747 ↗ WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ First Financial Equity Corp BrokerCheck CRD 16507 ↗ Willow Cove Investment Group, Inc. BrokerCheck CRD 107824 ↗ Ni Advisors BrokerCheck CRD 134502 ↗ CALTON & ASSOCIATES, INC BrokerCheck CRD 20999 ↗ Great Point Capital, LLC BrokerCheck CRD 114203 ↗ Landolt Securities, Inc. BrokerCheck CRD 28352 ↗ American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗ Western International Securities, Inc. BrokerCheck CRD 39262 ↗ Vestech Securities, Inc. BrokerCheck CRD 41409 ↗ Aegis Capital Corp BrokerCheck CRD 15007 ↗ Cabin Securities, Inc. BrokerCheck CRD 137608 ↗ Chalice Capital Partners, LLC BrokerCheck CRD 288898 ↗ Financial West Group BrokerCheck CRD 16668 ↗ | EDGAR ↗ |
| Jan 2, 2018 D/A SCF - 2100 Q STREET OWNER LLC File 021-294376 | $627,822 | $0 | $0 | SHOPOFF SECURITIES, INC. BrokerCheck CRD 142866 ↗ | EDGAR ↗ |
| Dec 20, 2017 D TSG Venture 1, LLC File 021-301261 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 10, 2017 D SCGIF II - FRANKLIN, LLC File 021-292604 | $186,875 | $0 | $0 | SHOPOFF SECURITIES, INC. BrokerCheck CRD 142866 ↗ | EDGAR ↗ |
| Jul 25, 2017 D/A SCF - 4440 VKA, LLC File 021-277159 | $275,592 | $0 | $0 | SHOPOFF SECURITIES, INC. BrokerCheck CRD 142866 ↗ | EDGAR ↗ |
| Apr 4, 2017 D Skypointe TIC 2 Owner, LLC File 021-283997 | $924,749 | $0 | $0 | SHOPOFF SECURITIES, INC. BrokerCheck CRD 142866 ↗ | EDGAR ↗ |
| Jan 4, 2017 D/A SCGIF II - Firecreek Owner, LLC File 021-276776 | $1,018,822 | $0 | $0 | SHOPOFF SECURITIES, INC. BrokerCheck CRD 142866 ↗ | EDGAR ↗ |
| Oct 20, 2016 D SCGIF II - Hebron, LLC File 021-272946 | $125,718 | $0 | $0 | Shopoff Securities Inc. BrokerCheck CRD 142866 ↗ | EDGAR ↗ |
| May 5, 2016 D SCGIF II Iron Horse, LLC File 021-262650 | $90,000 (est.) | $0 | $0 | Shopoff Securities Inc. BrokerCheck CRD 142866 ↗ | EDGAR ↗ |
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).
Every issuer that named Lisa Jack on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.
No sales reported yet as of the latest filing. Lisa is listed as executive officer on 5 filings for this deal.
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.
Raised $20.2M (20% of the $100M target) as of the latest filing. Lisa is listed as executive officer on 16 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Lisa is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $4.84M from 2 investors (100% of the $4.84M target) as of the latest filing. Lisa is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. Lisa is listed as executive officer on 3 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. Lisa is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $12.6M from 3 investors (100% of the $12.6M target) as of the latest filing. Lisa is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $3.61M from 6 investors (20% of the $18M target) as of the latest filing. Lisa is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $3.18M from 1 investor (100% of the $3.18M target) as of the latest filing. Lisa is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $5.02M from 3 investors (100% of the $5.02M target) as of the latest filing. Lisa is listed as executive officer on 3 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $18M (100% of the $18M target) as of the latest filing. Lisa is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $5M (33% of the $15.2M target) as of the latest filing. Lisa is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. Lisa is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $3M from 2 investors (100% of the $3M target) as of the latest filing. Lisa is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.
Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.
William A Shopoff is on 62 issuers in total — a repeat sponsor. Their page lists every one.
One team, 5 deal companies. Lisa Jack is listed on 5 of them.
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 Lisa Jack.
One team, 44 deal companies. Lisa Jack is listed on 4 of them.
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 Lisa Jack.
One team, 2 deal companies. Lisa Jack is listed on 1 of them.
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 Lisa Jack.
A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.
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).
None of the 14 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.
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 are matched to companies only, never to individuals, so none are matched to Lisa Jack 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 14 issuers this person is listed on — nothing matched.
Websites and social links of the issuers Lisa Jack is listed on: none on file. No website or social profile named in Skypointe TIC 2 Owner, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #273,133 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
One-tap searches on sites we do not index ourselves, with the name pre-filled (Irvine, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.
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