Sponsor Check › Person
Related person on Form D filings · address state as listed: MD · listed Dec 19, 2018 → Sep 16, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
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None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
0 of 22 offerings report sales commissions; 2 report finder's fees totalling $1,378,750; 8 report proceeds to related persons totalling $41,354,556. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 16, 2026 D File 021-597759 | $0 (est.) | $0 (est.) | $0 (est.) | Enterprise Equities, Inc. BrokerCheck CRD 27394 ↗ |
| EDGAR ↗ | Dec 30, 2025 D File 021-568283 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 13, 2025 D File 021-563977 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 14, 2025 D File 021-554779 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 7, 2025 D File 021-537639 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 25, 2024 D File 021-530453 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 18, 2024 D File 021-519162 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 24, 2024 D File 021-503358 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner receives certain fees as provided in the Issuer's offering documents. | Compass Securities Corporation BrokerCheck CRD 16168 ↗ |
| EDGAR ↗ | Nov 16, 2023 D File 021-497430 | $0 (est.) | $0 (est.) | $3,323,834 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 15, 2023 D File 021-497351 | $0 (est.) | $0 (est.) | $621,065 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 25, 2023 D/A File 021-462559 | $0 (est.) | $0 (est.) | $0 (est.) | Compass Securities Corporation BrokerCheck CRD 16168 ↗ |
| EDGAR ↗ | Aug 23, 2023 D/A File 021-456673 | $0 (est.) | $0 (est.) | $0 (est.) | Compass Securities Corporation BrokerCheck CRD 16168 ↗ |
| EDGAR ↗ | Jun 30, 2023 D File 021-485763 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner receives certain fees as provided in the Issuer's offering documents. | Compass Securities Corporation BrokerCheck CRD 16168 ↗ |
| EDGAR ↗ | Dec 28, 2022 D File 021-468940 | $0 (est.) | $378,750 (est.) | $11,812,155 (est.) The General Partner receives certain fees as provided in the Issuer's offering documents. | Compass Securities Corporation BrokerCheck CRD 16168 ↗ |
| EDGAR ↗ | Dec 9, 2022 D File 021-467069 | $0 (est.) | $0 (est.) | $3,606,140 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 9, 2022 D File 021-467075 | $0 (est.) | $0 (est.) | $5,939,853 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 3, 2022 D File 021-454615 | $0 (est.) | $0 (est.) | $3,555,337 (est.) | None listed on this filing |
| EDGAR ↗ | May 31, 2022 D File 021-447487 | $0 (est.) | $0 (est.) | $9,121,172 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 13, 2021 D File 021-416683 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 31, 2019 D File 021-345505 | $0 (est.) | $1,000,000 (est.) | $0 (est.) | Compass Securities Corporation BrokerCheck CRD 16168 ↗ |
| EDGAR ↗ | Mar 15, 2019 D File 021-335020 | $0 | $0 | $0 Customary Management Fees will be paid to Rivermont Enterprise Capital, LLC, an entity controlled by certain individuals listed in Item 3, as described in the private placement memorandum of the Issuer. | None listed on this filing |
| EDGAR ↗ | Dec 19, 2018 D File 021-328520 | $0 (est.) | $0 (est.) | $3,375,000 (est.) | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Enterprise Preservation Fund VI, LLC group: Enterprise | Executive Officer | Sep 16, 2026 | D | Indefinite similar: $4,000,000–$20,000,000 | $45,000,000 | 3 similar: 4–46 | No minimum reported similar: $25,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners 49 Limited Partnership group: Enterprise | Executive Officer | Dec 30, 2025 | D | Indefinite similar: $2,250,000–$16,950,000 | $80,200,000 | 6 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners 48 Limited Partnership group: Enterprise | Executive Officer | Nov 13, 2025 | D | $225,500,000 similar: $2,250,000–$16,950,000 | $225,500,000 | 7 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners 47 Limited Partnership group: Enterprise | Executive Officer | Aug 14, 2025 | D | $179,850,000 similar: $2,250,000–$16,950,000 | $179,850,000 | 7 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners 46 Limited Partnership group: Enterprise | Executive Officer | Feb 7, 2025 | D | $226,200,100 similar: $2,250,000–$16,950,000 | $104,000,100 | 4 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners 45 Limited Partnership group: Enterprise | Executive Officer | Nov 25, 2024 | D | $180,900,000 similar: $2,250,000–$16,950,000 | $180,900,000 | 6 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners 44 Limited Partnership group: Enterprise | Executive Officer | Jul 18, 2024 | D | $344,400,000 similar: $2,250,000–$16,950,000 | $344,400,000 | 10 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners XLIII Limited Partnership group: Enterprise | Executive Officer | Jan 24, 2024 | D | Indefinite similar: $2,250,000–$16,950,000 | $169,900,100 | 8 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners XLII Limited Partnership group: Enterprise | Executive Officer | Nov 16, 2023 | D | $158,770,000 similar: $2,250,000–$16,950,000 | $158,770,000 | 9 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners XLII Cathay Subfund Limited Partnership group: Enterprise | Executive Officer | Nov 15, 2023 | D | $28,400,000 similar: $2,250,000–$16,950,000 | $28,400,000 | 2 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Renter Wealth Creation Fund, LLC group: Enterprise | Executive Officer | Oct 25, 2023 | D/A | Indefinite similar: $4,000,000–$20,000,000 | $63,500,000 | 10 similar: 4–46 | No minimum reported similar: $25,000–$100,000 |
| EDGAR ↗ | Enterprise Preservation Fund V, LLC group: Enterprise | Executive Officer | Aug 23, 2023 | D/A | Indefinite similar: $1,675,000–$12,980,153 | $136,363,636 | 6 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | Enterprise Housing Partners XLI Limited Partnership group: Enterprise | Executive Officer | Jun 30, 2023 | D | $277,700,000 similar: $2,250,000–$16,950,000 | $167,800,000 | 8 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners XL Limited Partnership group: Enterprise | Executive Officer | Dec 28, 2022 | D | $284,400,000 similar: $2,250,000–$16,950,000 | $205,500,000 | 6 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners XXXIX Limited Partnership group: Enterprise | Executive Officer | Dec 9, 2022 | D | $415,000,200 similar: $2,250,000–$16,950,000 | $197,900,100 | 9 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Equitable Upward Mobility Fund Limited Partnership group: Enterprise | Executive Officer | Dec 9, 2022 | D | $200,000,000 similar: $2,250,000–$16,950,000 | $110,000,100 | 4 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Renter Wealth Creation Fund, LLC group: Enterprise | Executive Officer | Oct 25, 2022 | D/A | Indefinite similar: $4,000,000–$20,000,000 | $47,000,000 | 9 similar: 4–46 | No minimum reported similar: $25,000–$100,000 |
| EDGAR ↗ | Renter Wealth Creation Fund, LLC group: Enterprise | Executive Officer | Oct 21, 2022 | D | Indefinite similar: $1,675,000–$12,980,153 | $47,000,000 | 9 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | Enterprise Preservation Fund V, LLC group: Enterprise | Executive Officer | Aug 23, 2022 | D | Indefinite similar: $1,675,000–$12,980,153 | $101,000,000 | 5 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | Enterprise Housing Partners CalGreen VIII Fund, L.P. group: Enterprise | Executive Officer | Aug 3, 2022 | D | $113,000,000 similar: $2,250,000–$16,950,000 | $113,000,000 | 6 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Housing Partners XXXVIII Limited Partnership group: Enterprise | Executive Officer | May 31, 2022 | D | $341,500,000 similar: $2,250,000–$16,950,000 | $341,500,000 | 15 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Community Loan Fund, Inc. group: Enterprise | Executive Officer, Director | Oct 13, 2021 | D | $50,000,000 similar: $2,250,000–$16,950,000 | $10,000,000 | 2 similar: 5–32 | $1,000,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Enterprise Preservation Fund IV, LLC group: Enterprise | Executive Officer | Jul 31, 2019 | D | $250,000,000 similar: $1,675,000–$12,980,153 | $22,500,000 | 3 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | Rivermont Enterprise Emergent Communities Fund I LP group: Enterprise | Executive Officer Principal of Issuer's General Partner | Mar 15, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $1,210,000 | 4 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Housing For Health Fund, LLLP group: Enterprise | Executive Officer Senior Vice President of the Sponsor | Dec 19, 2018 | D | $150,000,000 similar: $2,250,000–$16,950,000 | $15,000,000 | 1 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(c) (1,237 filings); Other Real Estate / 506(b) (5,033 filings); Residential / 506(b) (4,183 filings); Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as Lori Chatman. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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