PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:29 AM ET

Sponsor Check › Person

LL
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Lori Lathem

Named as an officer, director or promoter on SEC Form D filings · GA · Mar 15, 2017 → Jul 2, 2025

3deals (issuers)
$254.4Mreported sold
136investors
11Form D filings
2017–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:38 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Lori Lathem is listed as an executive officer on 11 SEC Form D filings by 3 issuers between Mar 2017 and Jul 2025: Jamestown Timberland Fund, L.P. (Atlanta, GA — reits and finance — 2018–2025; $162.3M reported sold to 4 investors), JAMESTOWN Latin America Fund, L.P. (Atlanta, GA — other real estate — 2017; $92M reported sold to 7 investors) and Jamestown Timberland REIT, LLC (Atlanta, GA — reits and finance — 2018; $125K reported sold to 125 investors).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as executive officer, over about 8 years. Across those companies the filings report $254.4M sold in total.

Listed alongside Matt Bronfman (11 shared filings), Alix Rice (10 shared filings), Christopher Kopecky (10 shared filings), Cindy Waasdorp (10 shared filings), Troy A. Harris (10 shared filings, management entity) and 6 others.

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

All 3 issuers belong to the sponsor group Jamestown Premier (12 issuers, $3.78B reported sold, 2011–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Jamestown Premier has 12 companies on file and $3.78B reported sold in total — the group page shows the whole track record in one place.

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 court cases matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 10 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 11 public filings for Lori Lathem and found 10 differences, 5 worth asking the sponsor about: 2 court cases name Lori Lathem; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Lori Lathem has not run yet — it is joining a line of 34,063 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.

Key records

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

1. Lawsuits

9 cases: 6 dismissed, 3 closed (disposition not in docket feed)

Lathem v. Evolve Bank & Trust dismissed
District Court, S.D. Ohio · No. 2:20-cv-01427 · Filed Mar 17, 2020 · Closed Apr 9, 2021 · Nature of suit: 485 Telephone Consumer Protection Act (TCPA) · Cause: 47:227 Restrictions of Use of Telephone Equipment
Role of Lathem: Plaintiff · Outcome: Terminated 2021-04-09 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); surname only in the caption; court in OH (not a filing state)
Lathem v. Evolve Bank & Trust closed
District Court, S.D. Ohio · No. 1:20-cv-00218 · Filed Mar 17, 2020 · Closed Mar 19, 2020 · Nature of suit: 485 Telephone Consumer Protection Act (TCPA) · Cause: 47:227 Restrictions of Use of Telephone Equipment
Role of Lathem: Plaintiff · Outcome: Terminated 2020-03-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); surname only in the caption; court in OH (not a filing state)
Bray v. Lathem Time Co. dismissed
District Court, C.D. Illinois · No. 3:19-cv-03157 · Filed Jun 18, 2019 · Closed Mar 27, 2020 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1332 Diversity - Notice of Removal
Role of Lathem Time Co.: Defendant · Outcome: Terminated 2020-03-27 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); surname only in the caption; court in IL (not a filing state)
Lathem v. FCA US LLC dismissed
District Court, N.D. California · No. 3:18-cv-00421 · Filed Jan 19, 2018 · Closed Jun 18, 2021 · Nature of suit: 470 Racketeer/Corrupt Organization · Cause: 18:1964 Racketeering (RICO) Act
Role of Lathem: Plaintiff · Outcome: Terminated 2021-06-18 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); surname only in the caption; court in CA (not a filing state)
Lathem v. FCA US LLC closed
District Court, N.D. Texas · No. 3:18-cv-00027 · Filed Jan 4, 2018 · Closed Jan 17, 2018 · Nature of suit: 470 Other Statutes: Racketeer Influenced and Corrupt Organizations · Cause: 18:1964 Racketeering (RICO) Act
Role of Lathem: Plaintiff · Outcome: Terminated 2018-01-17 — FJC Integrated Database disposition: Multi-district litigation transfer Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); surname only in the caption; court in TX (not a filing state)
Directv, Inc. v. Lathem dismissed
District Court, N.D. Georgia · No. 4:03-cv-00219 · Filed Aug 20, 2003 · Closed Feb 4, 2004 · Nature of suit: 370 Other fraud
Role of Lathem: Defendant · Outcome: Terminated 2004-02-04 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); surname only in the caption; court in the person's filing state (GA)
Directv, Inc. v. Lathem dismissed
District Court, N.D. Georgia · No. 4:03-cv-00220 · Filed Aug 20, 2003 · Closed Feb 4, 2004 · Nature of suit: 370 Other fraud
Role of Lathem: Defendant · Outcome: Terminated 2004-02-04 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); surname only in the caption; court in the person's filing state (GA)
DIRECTV Inc v. Lathem dismissed
District Court, N.D. Texas · No. 3:03-cv-01135 · Filed May 23, 2003 · Closed Mar 31, 2004 · Nature of suit: 890 Other statutory actions
Role of Lathem: Defendant · Outcome: Terminated 2004-03-31 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); surname only in the caption; court in TX (not a filing state)
Aetna Life Ins Co v. Donald Lathem closed
District Court, C.D. California · No. 8:94-cv-00898 · Filed Oct 11, 1994 · Closed Jul 20, 1995
Role of Donald Lathem: Defendant · Outcome: Terminated 1995-07-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); different first name (donald); court in CA (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:38 AM ET.

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

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 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 Lori Lathem..

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

1 case: 1 closed (disposition not in docket feed)

Merchant Cash and Capital, LLC v. Lathem closed
United States Bankruptcy Court, N.D. Georgia · No. 14-02063 · Filed Jun 2, 2014 · Closed Jun 17, 2014
Role of Lathem: Defendant · Outcome: Case closed 2014-06-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 18 federal dockets); surname only in the caption; court in the person's filing state (GA)
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, 2:38 AM ET.

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

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

4. Differences between public sources

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

10 differences found between the filings for Lori Lathem — 5 worth asking about (compared 11 filings on Oct 24, 2026)

Note · Sep 19, 2012 – Feb 13, 2017

Bankruptcy case: Randall Troy Harris and Sarah Jane Harris — filed Sep 19, 2012

United States Bankruptcy Court, N.D. Georgia docket "Randall Troy Harris and Sarah Jane Harris" filed Sep 19, 2012, closed Feb 13, 2017. Troy A. Harris (listed on the same filings) is listed as Party ("Randall Troy Harris and Sarah Jane Harris"). Our match estimate: 60%.

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.

Docket · United States Bankruptcy Court, N.D. Georgia ↗Troy A. Harris — PartnerFacts page ↗
Sources
Note · Jun 2, 2014 – Jun 17, 2014

Bankruptcy case: Merchant Cash and Capital, LLC v. Lathem — filed Jun 2, 2014

United States Bankruptcy Court, N.D. Georgia docket "Merchant Cash and Capital, LLC v. Lathem" filed Jun 2, 2014, closed Jun 17, 2014. Lori Lathem is listed as Defendant ("Lathem"). Our match estimate: 63%.

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.

Docket · United States Bankruptcy Court, N.D. Georgia ↗
Sources
Note · Aug 25, 1997 – Jan 29, 2001

Bankruptcy case: Randall Troy Harris and Sarah Jane Harris — filed Aug 25, 1997

United States Bankruptcy Court, N.D. Georgia docket "Randall Troy Harris and Sarah Jane Harris" filed Aug 25, 1997, closed Jan 29, 2001. Troy A. Harris (listed on the same filings) is listed as Party ("Randall Troy Harris and Sarah Jane Harris"). Our match estimate: 60%.

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.

Docket · United States Bankruptcy Court, N.D. Georgia ↗Troy A. Harris — PartnerFacts page ↗
Sources
Worth asking · Aug 20, 2003

2 court cases name Lori Lathem — 2 as defendant

By role: defendant in 2. Newest: "Directv, Inc. v. Lathem" (District Court, N.D. Georgia, Aug 20, 2003); "Directv, Inc. v. Lathem" (District Court, N.D. Georgia, Aug 20, 2003). Some of these are name matches with a match estimate below 95% — check each docket.

What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.

Docket · Directv, Inc. v. Lathem ↗Docket · Directv, Inc. v. Lathem ↗
Sources
Worth asking · Jul 6, 2020 – Jul 6, 2021

Investor count went down between filings — Jamestown Timberland Fund, L.P.

The Jul 6, 2020 filing reports 3 investors; the Jul 6, 2021 Form D/A reports 2 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 6, 2020 ↗Form D/A (later) · Jul 6, 2021 ↗Jamestown Timberland Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 2, 2025 – Jul 2, 2026

Paid seller listed without a CRD number: Smith Agri International Pty Ltd. — Jamestown Timberland Fund, L.P.

Smith Agri International Pty Ltd. is listed as receiving sales compensation on 2 filings (Jul 2, 2025 to Jul 2, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jul 2, 2026 ↗BrokerCheck search: Smith Agri International Pty Ltd. ↗Jamestown Timberland Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 1, 2016 – Mar 15, 2017

Form D filed 439 days after the first sale — JAMESTOWN Latin America Fund, L.P.

The filing says the first sale was Jan 1, 2016. The Form D was filed Mar 15, 2017 — 439 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 424 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Mar 15, 2017 ↗JAMESTOWN Latin America Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jan 1, 2016 – Mar 15, 2017

No amendment in the last 12 months on an offering that may still be open — JAMESTOWN Latin America Fund, L.P. (latest filing Mar 15, 2017)

The latest filing for this offering is dated Mar 15, 2017 (first sale Jan 1, 2016). It reports $92,000,000 sold of $100,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D · Mar 15, 2017 ↗JAMESTOWN Latin America Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 2, 2025 – Jul 2, 2026

Lori Lathem is no longer listed on the Jul 2, 2026 amendment — Jamestown Timberland Fund, L.P.

Lori Lathem appears on the Jul 2, 2025 Form D/A (executive officer) but not on the Jul 2, 2026 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.

Form D/A · Jul 2, 2025 ↗Form D/A · Jul 2, 2026 ↗Lori Lathem — PartnerFacts page ↗Jamestown Timberland Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jul 6, 2021 – Jul 1, 2022

Minimum investment changed between filings — Jamestown Timberland Fund, L.P.

The Jul 6, 2021 filing lists a minimum of $10,000,000; the Jul 1, 2022 Form D/A lists $5,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jul 6, 2021 ↗Form D/A (later) · Jul 1, 2022 ↗Jamestown Timberland Fund, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

1 of 3 offerings reports sales commissions totalling $6,250; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 2, 2025 D/A
Jamestown Timberland Fund, L.P.
File 021-316168
$0$0$0Smith Agri International Pty Ltd. no CRD number reportedEDGAR ↗
Nov 20, 2018 D
Jamestown Timberland REIT, LLC
File 021-326217
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Mar 15, 2017 D
JAMESTOWN Latin America Fund, L.P.
File 021-282625
$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 3

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

JT
REITS and Finance · group: Jamestown Premier

Jamestown Timberland Fund, L.P.

Atlanta, GA · Jul 6, 2018 → Jul 2, 2025 · 9 filings
  • Jul 2, 2025 · D/A · $162,311,168 sold of Indefinite · 4 investors · min. $5,000,000 · role: Executive Officer (Vice President of Jamestown Timberland GP, L.P., GP of Issuer) EDGAR ↗
  • Jul 3, 2024 · D/A · $162,311,168 sold of Indefinite · 4 investors · min. $5,000,000 · role: Executive Officer (Vice President of Jamestown Timberland GP, L.P., GP of Issuer) EDGAR ↗
  • Jul 5, 2023 · D/A · $161,811,168 sold of Indefinite · 3 investors · min. $5,000,000 · role: Executive Officer (Vice President of Jamestown Timberland GP, L.P., GP of Issuer) EDGAR ↗
  • Jul 1, 2022 · D/A · $161,811,168 sold of Indefinite · 3 investors · min. $5,000,000 · role: Executive Officer (Vice President of Jamestown Timberland GP, L.P., GP of Issuer) EDGAR ↗
  • Jul 6, 2021 · D/A · $111,811,168 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer (Vice President of Jamestown Timberland GP, L.P., GP of Issuer) EDGAR ↗
  • Jul 6, 2020 · D/A · $91,113,845 sold of Indefinite · 3 investors · min. $10,000,000 · role: Executive Officer (Vice President of Jamestown Timberland GP, L.P., GP of Issuer) EDGAR ↗
  • Jul 8, 2019 · D/A · $51,020,408 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer (Vice President of Jamestown Timberland GP, L.P., GP of Issuer) EDGAR ↗
  • Jul 10, 2018 · D/A · $51,020,408 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer (Vice President of Jamestown Timberland GP, L.P., GP of Issuer) EDGAR ↗
  • Jul 6, 2018 · D · $51,020,408 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer (Vice President of Jamestown Timberland GP, L.P., GP of Issuer) EDGAR ↗

Raised $162.3M from 4 investors as of the latest filing. Lori is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 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.

JT
REITS and Finance · group: Jamestown Premier

Jamestown Timberland REIT, LLC

Atlanta, GA · Nov 20, 2018
  • Nov 20, 2018 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Lori is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 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.

JL
Other Real Estate · group: Jamestown Premier

JAMESTOWN Latin America Fund, L.P.

Atlanta, GA · Mar 15, 2017
  • Mar 15, 2017 · D · $92,000,000 sold of $100,000,000 · 7 investors · min. $2,500,000 · role: Executive Officer (Treasurer of Jamestown Latin America Fund GP, Ltd., GP of JAMESTOWN Latin America Fund GP, L.P., GP of Issuer) EDGAR ↗

Raised $92M from 7 investors (92% of the $100M target) as of the latest filing. Lori is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Lori 11

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

TA
Management entity

Troy A. Harris

Executive Officer · 10 shared filings (2 issuers)

Listed on the same filings as Lori Lathem. Their page shows their other deals.

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

Matt Bronfman

Executive Officer, Director · 11 shared filings (3 issuers) · also on 9 other issuers

Matt Bronfman is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher Kopecky

Executive Officer, Director · 10 shared filings (2 issuers) · also on 4 other issuers

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

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

Cindy Waasdorp

Executive Officer · 10 shared filings (2 issuers)

Listed on the same filings as Lori Lathem. Their page shows their other deals.

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

Alix Rice

Executive Officer · 10 shared filings (2 issuers)

Listed on the same filings as Lori Lathem. Their page shows their other deals.

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

W. Jeffrey Beckham

Executive Officer, Director · 6 shared filings (3 issuers) · also on 7 other issuers

W. Jeffrey Beckham is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Derek Stanfield

Executive Officer · 6 shared filings (2 issuers)

Listed on the same filings as Lori Lathem. Their page shows their other deals.

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

Daniel Cooley

Executive Officer · 5 shared filings (2 issuers)

Listed on the same filings as Lori Lathem. Their page shows their other deals.

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

Christoph A. Kahl

Executive Officer · 1 shared filing (1 issuer) · also on 4 other issuers

Christoph A. Kahl is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Gretchen E. Nagy

Executive Officer · 1 shared filing (1 issuer) · also on 8 other issuers

Gretchen E. Nagy is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Angel Morales

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Lori Lathem. Their page shows their other deals.

The team behind the deals

JP
Sponsor group

Jamestown Premier

12 issuers · 51 filings · $3.78B reported sold · 2011–2026

One team, 12 deal companies. Lori Lathem 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 Lori Lathem.

Same business address

1 other issuer file from the same address

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)

None of the 3 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Lori Lathem 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 3 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Lori Lathem is listed on: none on file. No website or social profile named in JAMESTOWN Latin America Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #274,098 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 (Atlanta, GA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Georgia state courts — find the court ↗

Securities regulators

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

Business registries

Georgia Secretary of State business search ↗OpenCorporates ↗

Change history

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