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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:22 AM ET

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Luke Lee

Named as an officer, director or promoter on SEC Form D filings · OR, AZ · May 20, 2019 → Feb 28, 2025

41deals (issuers)
$72.6Mreported sold
384investors
45Form D filings
2019–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:44 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Luke Lee is listed as an executive officer and promoter on 45 SEC Form D filings by 41 issuers between Sep 2016 and Feb 2025. Largest by amount reported sold: Inspired Senior Living of Hamilton DST (Scottsdale, AZ — commercial — 2022; $11.7M reported sold to 35 investors), Inspired Healthcare Capital Fund LP (Scottsdale, AZ — pooled investment fund — 2019–2020; $9.52M reported sold to 148 investors), Inspired Senior Living of Reno DST (Scottsdale, AZ — commercial — 2022; $7.73M reported sold to 24 investors), Inspired Senior Living of Naperville DST (Scottsdale, AZ — commercial — 2022; $7.3M reported sold to 25 investors), Inspired Senior Living of Eatonton DST (Scottsdale, AZ — commercial — 2025; $7.02M reported sold to 21 investors) and 36 more (all listed below).

What this means That is a lot of deals — 41 separate companies raised money with this person listed as executive officer and promoter, over about 9 years. Across those companies the filings report $72.6M sold in total.

Listed alongside Inspired Healthcare Capital (43 shared filings, management entity), Jacob Schaefer (2 shared filings), C. Mark Hansen (1 shared filing), Inspired Healthcare Capital Holdings (1 shared filing, management entity), Jason Muth (1 shared filing) and 1 others.

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

40 of the issuers belong to the sponsor group Inspired Senior Living (45 issuers, $76.5M reported sold, 2016–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Inspired Senior Living has 45 companies on file and $76.5M 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) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record 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 45 public filings for Luke Lee and found 7 differences, 2 worth asking the sponsor about: 20 filings report more than 10% of the money raised going to insiders; Luke Lee appears on 38 deals that stopped filing before reaching their target; 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 Luke Lee has not run yet — it is joining a line of 52,713 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, 2:44 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 Luke Lee..

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)

Luke J Lee and Wendy I Lee closed
United States Bankruptcy Court, S.D. Mississippi · No. 17-02390 · Filed Jun 30, 2017 · Closed Oct 25, 2017
Role of Luke J Lee and Wendy I Lee: Debtor · Outcome: Case closed 2017-10-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in MS (not a filing state)
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, 2:44 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

7 differences found between the filings for Luke Lee — 2 worth asking about (compared 45 filings on Oct 24, 2026)

Worth asking · Nov 8, 2019 – Feb 28, 2025

20 filings report more than 10% of the money raised going to insiders

123% of the money raised went to insiders — IHC Development Fund IV, LLC · 116% of the money raised went to insiders — Inspired Healthcare Capital Liquidity Fund, LLC · 474% of the money raised went to insiders — IHC Development Fund III, LLC · 267% of the money raised went to insiders — Inspired Senior Living of Delray Beach DST · 523% of the money raised went to insiders — Inspired Senior Living of Melbourne DST · and 15 more

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Feb 28, 2025 ↗IHC Development Fund IV, LLC — PartnerFacts page ↗Form D · Oct 22, 2024 ↗Inspired Healthcare Capital Liquidity Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Sep 26, 2016 – Oct 22, 2024

Luke Lee appears on 38 deals that stopped filing before reaching their target

Inspired Healthcare Capital Liquidity Fund, LLC (last filing Oct 22, 2024; $645,100 sold of $25,000,000); IHC Development Fund III, LLC (last filing Apr 4, 2024; $221,632 sold of $30,000,000); Inspired Senior Living of New Braunfels DST, LLC (last filing Mar 5, 2024; $0 sold of $43,708,696); Inspired Senior Living of San Marcos DST (last filing Dec 4, 2023; $0 sold of $30,992,485); Inspired Senior Living of Eugene DST (last filing Sep 8, 2023; $0 sold of $27,531,788); Inspired Senior Living of Winery Lane Development, LLC (last filing Jun 21, 2023; $0 sold of $10,127,827); and 32 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.

Inspired Healthcare Capital Liquidity Fund, LLC — PartnerFacts page ↗IHC Development Fund III, LLC — PartnerFacts page ↗Inspired Senior Living of New Braunfels DST, LLC — PartnerFacts page ↗Inspired Senior Living of San Marcos DST — PartnerFacts page ↗
Sources
Note · Feb 3, 2025 – Feb 28, 2025

Form D filed 25 days after the first sale — IHC Development Fund IV, LLC

The filing says the first sale was Feb 3, 2025. The Form D was filed Feb 28, 2025 — 25 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 10 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Feb 28, 2025 ↗IHC Development Fund IV, LLC — PartnerFacts page ↗
Sources
Note · Feb 10, 2025 – Feb 28, 2025

Form D filed 18 days after the first sale — Inspired Senior Living of Eatonton DST

The filing says the first sale was Feb 10, 2025. The Form D was filed Feb 28, 2025 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Feb 28, 2025 ↗Inspired Senior Living of Eatonton DST — PartnerFacts page ↗
Sources
Note · Oct 5, 2020 – Oct 22, 2020

Form D filed 17 days after the first sale — IHC - Ashbrook DST

The filing says the first sale was Oct 5, 2020. The Form D was filed Oct 22, 2020 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Oct 22, 2020 ↗IHC - Ashbrook DST — PartnerFacts page ↗
Sources
Note · Jun 28, 2017 – Feb 28, 2025

21 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 — IHC Development Fund IV, LLC (latest filing Feb 28, 2025) · No amendment in the last 12 months on an offering that may still be open — Inspired Senior Living of Eatonton DST (latest filing Feb 28, 2025) · No amendment in the last 12 months on an offering that may still be open — Inspired Healthcare Capital Liquidity Fund, LLC (latest filing Oct 22, 2024) · No amendment in the last 12 months on an offering that may still be open — IHC Development Fund III, LLC (latest filing Apr 4, 2024) · No amendment in the last 12 months on an offering that may still be open — Inspired Healthcare Capital Income Fund 5 Notes, LLC (latest filing Dec 4, 2023) · and 16 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.

Form D · Feb 28, 2025 ↗IHC Development Fund IV, LLC — PartnerFacts page ↗Form D · Feb 28, 2025 ↗Inspired Senior Living of Eatonton DST — PartnerFacts page ↗
Sources
Note · Sep 26, 2016 – Feb 28, 2025

Luke Lee is listed with 2 different address states: OR, AZ

OR on 1 filing (Sep 26, 2016); AZ on 44 filings (May 20, 2019 to Feb 28, 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.

Form D · Sep 26, 2016 ↗Form D/A · May 20, 2019 ↗
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

40 of 41 offerings report sales commissions totalling $85,189,205; 0 report finder's fees; 39 report proceeds to related persons totalling $94,517,908. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 28, 2025 D
Inspired Senior Living of Eatonton DST
File 021-539530
$1,745,307 (est.)$0$745,884 (est.)
Sponsor receives $290,884 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $455,000
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Feb 28, 2025 D
IHC Development Fund IV, LLC
File 021-539533
$2,850,000 (est.)$0$900,000 (est.)
Sponsor receives $900,000 of offering proceeds for marketing
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Oct 22, 2024 D
Inspired Healthcare Capital Liquidity Fund, LLC
File 021-527452
$2,375,000 (est.)$0$750,000 (est.)
Manager receives a marketing fee of 2% + organizational & offering expenses of 1.5% of gross offering proceeds
Emerson Equity BrokerCheck CRD 130032 ↗EDGAR ↗
Apr 4, 2024 D
IHC Development Fund III, LLC
File 021-509731
$2,700,000$0$1,050,000
The sponsor receives $1,050,000 of the offering proceeds for marketing.
Emerson Equity BrokerCheck CRD 130032 ↗EDGAR ↗
Mar 5, 2024 D/A
Inspired Senior Living of New Braunfels DST, LLC
File 021-506687
$3,933,783 (est.)$0$2,847,544
Sponsor receives $655,630 of offering proceeds for marketing, organizational and offering expenses plus an additional fee of $805,000 and an estimated bridge financing cost of $1,398,91.
Emerson Equity BrokerCheck CRD 130032 ↗EDGAR ↗
Dec 4, 2023 D
Inspired Healthcare Capital Income Fund 5 Notes, LLC
File 021-498755
$450,000$0$210,000
Sponsor received $210,000 0f offering proceeds for marketing, organizational and offering expenses.
Emerson Equity BrokerCheck CRD 130032 ↗EDGAR ↗
Dec 4, 2023 D
Inspired Senior Living of San Marcos DST
File 021-498760
$2,789,324 (est.)$0$2,656,801 (est.)
Sponsor receives $464,887 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $805,000 + estimated bridge financing cost of $1,386,914
Emerson Equity BrokerCheck CRD 130032 ↗EDGAR ↗
Sep 8, 2023 D/A
Inspired Senior Living of Eugene DST
File 021-472596
$2,477,861 (est.)$0$3,334,039 (est.)
Sponsor receives $412,977 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $1,400,000 + estimated bridge financing cost of $1,521,062
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Jun 21, 2023 D
Inspired Senior Living of Winery Lane Development, LLC
File 021-484778
$962,143 (est.)$0$435,382 (est.)
Sponsor receives $303,835 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $23,918 + Land Carrying Costs of $107,629
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Mar 10, 2023 D
Inspired Healthcare Capital Income Fund 5 LLC
File 021-475490
$1,500,000 (est.)$0$875,000 (est.)
Manager receives a marketing fee of 2% + organizational & offering expenses of 1.5% of gross offering proceeds
Emerson Equity, LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Feb 10, 2023 D
Inspired Senior Living of Mequon DST
File 021-473199
$2,721,379 (est.)$0$2,131,037 (est.)
Sponsor receives $453,563 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $940,000 + estimated bridge financing cost of $737,474
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Feb 10, 2023 D
Inspired Senior Living of St. Petersburg DST
File 021-473189
$2,039,766 (est.)$0$2,108,491 (est.)
Sponsor receives $339,961 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $1,160,000 + estimated bridge financing cost of $608,530
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Jan 25, 2023 D
Inspired Senior Living of Creswell Development, LLC
File 021-471667
$533,836 (est.)$0$350,667 (est.)
Sponsor receives $177,945 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $31,404 + Land Carrying Costs of $141,318
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Dec 12, 2022 D
Inspired Senior Living of Delray Beach DST
File 021-467137
$3,135,719 (est.)$0$3,272,500 (est.)
Sponsor receives $522,620 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $2,090,000 + estimated bridge financing cost of $659,880
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Nov 22, 2022 D
Inspired Senior Living of Round Rock DST
File 021-465561
$2,169,852 (est.)$0$1,557,720 (est.)
Sponsor receives $361,642 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $665,000 + estimated bridge financing cost of $531,078
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Oct 20, 2022 D
Inspired Senior Living of Grapevine DST
File 021-462342
$1,517,027 (est.)$0$1,572,395 (est.)
Sponsor receives $252,838 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $1,000,000 + estimated bridge financing cost of $319,557
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Sep 7, 2022 D
Inspired Senior Living of Augusta DST
File 021-458257
$1,724,753 (est.)$0$2,290,275 (est.)
Sponsor receives $355,404 of offering proceeds for organizational and offering expenses + $313,592 of offering proceeds for marketing expenses, and an acquisition fee of $1,228,000 + estimated bridge financing cost of $393,280
AMERICAN ALTERNATIVE CAPITAL, LLC BrokerCheck CRD 309956 ↗EDGAR ↗
Aug 29, 2022 D/A
Inspired Senior Living of Melbourne DST
File 021-457310
$1,739,784 (est.)$0$1,720,623 (est.)
Sponsor receives $289,964 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $1,060,000 + estimated bridge financing cost of $370,659
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Aug 18, 2022 D
Inspired Senior Living of Fort Myers DST
File 021-456265
$1,420,264 (est.)$0$1,794,262 (est.)
Sponsor receives $258,230 of offering proceeds for organizational and offering expenses + $258,230 of offering proceeds for marketing expenses, and an acquisition fee of $948,000 + estimated bridge financing cost of $329,802
AMERICAN ALTERNATIVE CAPITAL, LLC BrokerCheck CRD 309956 ↗EDGAR ↗
Aug 3, 2022 D
Inspired Senior Living of Dunedin DST
File 021-454721
$1,673,091 (est.)$0$1,646,366 (est.)
Sponsor receives $278,848 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $1,060,000 + estimated bridge financing cost of $307,518
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Jul 21, 2022 D
Inspired Senior Living of Largo DST
File 021-453316
$2,303,714 (est.)$0 (est.)$1,592,207 (est.)
Sponsor receives $255,968 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $780,000 + estimated bridge financing cost of $556,239
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Jul 21, 2022 D
Inspired Senior Living of Pinellas Park DST
File 021-453330
$1,811,831 (est.)$0 (est.)$1,253,722 (est.)
Sponsor receives $201,315 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $620,000 + estimated bridge financing cost of $432,407
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Jun 29, 2022 D
Inspired Senior Living of Chesterfield DST
File 021-450568
$1,908,645 (est.)$0$1,249,724 (est.)
Sponsor receives $212,072 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $577,500 + estimated bridge financing cost of $460,152
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Jun 28, 2022 D
Inspired Senior Living of Lake Orion DST
File 021-450519
$2,477,658 (est.)$0$1,641,072 (est.)
Sponsor receives $275,295 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $761,250 + estimated bridge financing cost of $604,527
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
May 18, 2022 D
Inspired Senior Living of Appleton DST
File 021-446148
$2,795,786 (est.)$0$1,816,902 (est.)
Sponsor receives $310,643 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $840,000 + estimated bridge financing cost of $666,259
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
May 10, 2022 D
Inspired Senior Living of Hamilton DST
File 021-445135
$5,112,622 (est.)$0$5,149,922 (est.)
Sponsor receives $568,069 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $3,412,500 + estimated bridge financing cost of $1,169,353
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Mar 18, 2022 D
Inspired Senior Living of Naperville DST
File 021-438079
$4,429,483 (est.)$0$3,014,192 (est.)
Sponsor receives $492,165 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $1,408,750 + estimated bridge financing cost of $1,113,277
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Mar 3, 2022 D
Inspired Senior Living of Reno DST
File 021-435804
$2,217,445 (est.)$0$2,084,241
Selling commissions of $1,478,296 + Dealer Management Fee of $246,383 + Broker Dealer Allowance of $246,383 + Wholesaling Fee of $246,383
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Nov 22, 2021 D
Inspired Senior Living of Arlington Heights DST
File 021-422032
$1,527,889 (est.)$0$915,666 (est.)
Sponsor receives $169,766 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $441,000 + estimated bridge financing cost of $304,900
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Oct 1, 2021 D
Inspired Senior Living of Carson Valley DST
File 021-415407
$1,700,984 (est.)$0$1,027,248 (est.)
Sponsor receives $188,998 of offering proceeds for marketing, organizational and offering expenses + an acquisition fee of $488,250 + estimated bridge financing cost of $350,000
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Sep 3, 2021 D
Inspired Senior Living of Brookhaven DST
File 021-412423
$1,758,536 (est.)$0$2,009,536 (est.)
Sponsor receives $195,393 of offering proceeds for marketing expenses + $195,393 for organizational and offering expenses + an acquisition fee of $1,218,750 + estimated bridge financing cost of $400,000
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Aug 16, 2021 D
Inspired Healthcare Capital Income Fund 3 LLC
File 021-410204
$1,800,000 (est.)$0$700,000 (est.)
Manager receives a marketing fee of 2% + organizational & offering expenses of 1.5% of gross offering proceeds
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Jul 30, 2021 D
Inspired Senior Living of Athens DST
File 021-408380
$3,806,333 (est.)$0$2,061,608 (est.)
Sponsor receives a marketing fee of $380,633 + organization and offering expense reimbursement of $285,475 + acquisition fee of $895,500 + estimated bridge financing costs of $500,000
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Jul 23, 2021 D
IHC - Candle Light Cove DST
File 021-407402
$1,817,020 (est.)$0$1,370,360 (est.)
Sponsor receives a marketing fee of $165,184 + organization and offering expense reimbursement of $165,184 + acquisition fee of $840,000 + estimated bridge financing costs of $200,000
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Jun 3, 2021 D
Inspired Senior Living of Las Vegas DST
File 021-401674
$2,800,000 (est.)$0$2,333,916
Sponsor receives $560,000 of offering proceeds for marketing expenses + $420,000 for organizational and offering expenses + an acquisition fee of $603,916 + bridge financing costs of $750,000
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Mar 2, 2021 D
IHC - Peachtree DST
File 021-391043
$1,180,798 (est.)$0 (est.)$639,780 (est.)
Sponsor receives 2% of offering proceeds for marketing expenses + 1.5% for organizational & offering expenses + acquisition fee of $226,500
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Oct 22, 2020 D
IHC - Ashbrook DST
File 021-378601
$1,022,647$0$1,908,826 (est.)Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Aug 25, 2020 D
Inspired Healthcare Capital Income Fund 2 LLC
File 021-374046
$2,000,000$0$18,000,000
1. Up to $300,000 reimbursable to the Manager for legal, syndication, organization and offering costs. 2. Up to $17,700,000 will be loaned to the Manager for investment, the payment of Issuer expenses, and amounts duly reserved by the Issuer.
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
May 27, 2020 D/A
Inspired Healthcare Capital Fund LP
File 021-288870
$758,925 (est.)$0$0Jason Ferneau BrokerCheck CRD 6136562 ↗
via Berthel Fisher & Company (CRD 13609 ↗)

Matt Wilson BrokerCheck CRD 4576995 ↗
via Capital Financial Services, Inc. (CRD 8408 ↗)

Bill LaPiana BrokerCheck CRD 4580411 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Tim Sherer BrokerCheck CRD 833618 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Ryan Sherer BrokerCheck CRD 5952617 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Ricky Biel BrokerCheck CRD 4123346 ↗
Elaine Zito BrokerCheck CRD 2849238 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Ron Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services (CRD 15427 ↗)

Mark Sitter BrokerCheck CRD 1810591 ↗
via Capital Financial Services Inc. (CRD 8408 ↗)

James Lamont BrokerCheck CRD 2846228 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Bo Wang BrokerCheck CRD 2394019 ↗
via Landolt Securities, Inc. (CRD 28352 ↗)

Jon Mesmer BrokerCheck CRD 2179965 ↗
via Berthel Fisher & Company

Brian Cantel BrokerCheck CRD 1743229 ↗
via Berthel Fisher & Company

Robert Nevarez BrokerCheck CRD 4039930 ↗
via Dempsey Fisher Lord Smith LLC

Michael Dose BrokerCheck CRD 1747180 ↗
via Dempsey Lord Smith LLC

Randall Heller BrokerCheck CRD 1209975 ↗
via KCD Financial Ince.

Terry Herron BrokerCheck CRD 1172497 ↗
via New Frontier Financial Adivsory LLC
EDGAR ↗
Nov 8, 2019 D
Inspired Healthcare Capital Income Fund LLC
File 021-352981
$1,500,000 (est.)$0 (est.)$13,500,000 (est.)
1.Up to $225,000 reimbursable to the Manager for legal, syndication, organization and offering costs. 2.Up to $13,275,000 will be loaned to the Manager for investment, the payment of Issuer Expenses, and amounts duly reserved by the Issuer.
EMERSON EQUITY LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Sep 26, 2016 D
Sante Holiday Glendale, LLC
File 021-271258
$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 41

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

ID
Other Real Estate · group: Inspired Senior Living

IHC Development Fund IV, LLC

Scottsdale, AZ · Feb 28, 2025
  • Feb 28, 2025 · D · $729,719 sold of $30,000,000 · 12 investors · min. $25,000 · role: Executive Officer (Chief Executive Officer and Principal of Manager of the Issuer) EDGAR ↗

Raised $730K from 12 investors (2% of the $30M target) as of the latest filing. Luke 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Eatonton DST

Scottsdale, AZ · Feb 28, 2025
  • Feb 28, 2025 · D · $7,018,710 sold of $19,392,298 · 21 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponser of the Issuer) EDGAR ↗

Raised $7.02M from 21 investors (36% of the $19.4M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IH
Other Real Estate · group: Inspired Senior Living

Inspired Healthcare Capital Liquidity Fund, LLC

Scottsdale, AZ · Oct 22, 2024
  • Oct 22, 2024 · D · $645,100 sold of $25,000,000 · 6 investors · min. $25,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $645K from 6 investors (3% of the $25M target) as of the latest filing. Luke 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.

ID
Commercial

IHC Development Fund III, LLC

Scottsdale, AZ · Apr 4, 2024
  • Apr 4, 2024 · D · $221,632 sold of $30,000,000 · 3 investors · min. $25,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $222K from 3 investors (1% of the $30M target) as of the latest filing. Luke 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: Commercial / 506(c) (2,639 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of New Braunfels DST, LLC

Scottsdale, AZ · Mar 5, 2024 → Mar 5, 2024 · 2 filings
  • Mar 5, 2024 · D/A · $0 sold of $43,708,696 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗
  • Mar 5, 2024 · D · $0 sold of $43,708,696 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke is listed as executive officer on 2 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: Commercial / 506(c) (2,639 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of San Marcos DST

Scottsdale, AZ · Dec 4, 2023
  • Dec 4, 2023 · D · $0 sold of $30,992,485 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IH
Commercial · group: Inspired Senior Living

Inspired Healthcare Capital Income Fund 5 Notes, LLC

Scottsdale, AZ · Dec 4, 2023
  • Dec 4, 2023 · D · $5,072,543 sold of $6,000,000 · 45 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $5.07M from 45 investors (85% of the $6M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Eugene DST

Scottsdale, AZ · Feb 3, 2023 → Sep 8, 2023 · 2 filings
  • Sep 8, 2023 · D/A · $0 sold of $27,531,788 · 0 investors · min. $25,000 · role: Executive Officer (CEO of the sponsor of the issuer) EDGAR ↗
  • Feb 3, 2023 · D · $0 sold of $27,531,788 · 0 investors · min. $25,000 · role: Executive Officer (CEO of the sponsor of the issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke is listed as executive officer on 2 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: Commercial / 506(b) (6,713 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.

IS
Other Real Estate · group: Inspired Senior Living

Inspired Senior Living of Winery Lane Development, LLC

Scottsdale, AZ · Jun 21, 2023
  • Jun 21, 2023 · D · $0 sold of $10,127,827 · 0 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Principal of Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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.

IH
Other Real Estate · group: Inspired Senior Living

Inspired Healthcare Capital Income Fund 5 LLC

Scottsdale, AZ · Mar 10, 2023
  • Mar 10, 2023 · D · $0 sold of $25,000,000 · 0 investors · min. $25,000 · role: Executive Officer (Chief Executive Office and Principal of Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Mequon DST

Scottsdale, AZ · Feb 10, 2023
  • Feb 10, 2023 · D · $0 sold of $30,237,543 · 0 investors · min. $25,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of St. Petersburg DST

Scottsdale, AZ · Feb 10, 2023
  • Feb 10, 2023 · D · $0 sold of $22,664,064 · 0 investors · min. $25,000 · role: Executive Officer (CEO of the sponsor of the issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Other Real Estate · group: Inspired Senior Living

Inspired Senior Living of Creswell Development, LLC

Scottsdale, AZ · Jan 25, 2023
  • Jan 25, 2023 · D · $0 sold of $5,931,515 · 0 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Principal of Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Delray Beach DST

Scottsdale, AZ · Dec 12, 2022
  • Dec 12, 2022 · D · $1,223,404 sold of $34,841,317 · 1 investors · min. $50,000 · role: Executive Officer (CEO of the sponsor of the issuer) EDGAR ↗

Raised $1.22M from 1 investor (4% of the $34.8M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Round Rock DST

Scottsdale, AZ · Nov 22, 2022
  • Nov 22, 2022 · D · $0 sold of $24,109,472 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Grapevine DST

Scottsdale, AZ · Oct 20, 2022
  • Oct 20, 2022 · D · $0 sold of $16,855,854 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Augusta DST

Scottsdale, AZ · Sep 7, 2022
  • Sep 7, 2022 · D · $0 sold of $20,906,104 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Melbourne DST

Scottsdale, AZ · Aug 29, 2022 → Aug 29, 2022 · 2 filings
  • Aug 29, 2022 · D/A · $328,870 sold of $19,330,932 · 1 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗
  • Aug 29, 2022 · D · $328,870 sold of $19,330,932 · 1 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $329K from 1 investor (2% of the $19.3M target) as of the latest filing. Luke is listed as executive officer on 2 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Fort Myers DST

Scottsdale, AZ · Aug 18, 2022
  • Aug 18, 2022 · D · $0 sold of $17,215,326 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Dunedin DST

Scottsdale, AZ · Aug 3, 2022
  • Aug 3, 2022 · D · $0 sold of $18,589,896 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Pinellas Park DST

Scottsdale, AZ · Jul 21, 2022
  • Jul 21, 2022 · D · $0 sold of $20,131,452 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Largo DST

Scottsdale, AZ · Jul 21, 2022
  • Jul 21, 2022 · D · $0 sold of $25,596,821 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Chesterfield DST

Scottsdale, AZ · Jun 29, 2022
  • Jun 29, 2022 · D · $0 sold of $21,207,169 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Lake Orion DST

Scottsdale, AZ · Jun 28, 2022
  • Jun 28, 2022 · D · $0 sold of $27,529,530 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Appleton DST

Scottsdale, AZ · May 18, 2022
  • May 18, 2022 · D · $3,310,788 sold of $31,064,288 · 11 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $3.31M from 11 investors (11% of the $31.1M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Hamilton DST

Scottsdale, AZ · May 10, 2022
  • May 10, 2022 · D · $11,679,088 sold of $56,806,924 · 35 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $11.7M from 35 investors (21% of the $56.8M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Naperville DST

Scottsdale, AZ · Mar 18, 2022
  • Mar 18, 2022 · D · $7,297,408 sold of $49,216,474 · 25 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $7.3M from 25 investors (15% of the $49.2M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Reno DST

Scottsdale, AZ · Mar 3, 2022
  • Mar 3, 2022 · D · $7,726,047 sold of $24,638,261 · 24 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $7.73M from 24 investors (31% of the $24.6M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Arlington Heights DST

Scottsdale, AZ · Nov 22, 2021
  • Nov 22, 2021 · D · $4,065,274 sold of $16,976,556 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $4.07M (24% of the $17M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Carson Valley DST

Scottsdale, AZ · Oct 1, 2021
  • Oct 1, 2021 · D · $0 sold of $18,899,833 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Brookhaven DST

Scottsdale, AZ · Sep 3, 2021
  • Sep 3, 2021 · D · $0 sold of $19,539,278 · 0 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IH
Other Real Estate · group: Inspired Senior Living

Inspired Healthcare Capital Income Fund 3 LLC

Scottsdale, AZ · Aug 16, 2021
  • Aug 16, 2021 · D · $250,000 sold of $20,000,000 · 2 investors · min. $25,000 · role: Executive Officer (Chief Executive Officer and Principal of Manager of the Issuer) EDGAR ↗

Raised $250K from 2 investors (1% of the $20M target) as of the latest filing. Luke 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.

IS
Other Real Estate · group: Inspired Senior Living

Inspired Senior Living of Athens DST

Scottsdale, AZ · Jul 30, 2021
  • Jul 30, 2021 · D · $1,360,574 sold of $38,063,343 · 3 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $1.36M from 3 investors (4% of the $38.1M target) as of the latest filing. Luke 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.

IC
Other Real Estate · group: Inspired Senior Living

IHC - Candle Light Cove DST

Scottsdale, AZ · Jul 23, 2021
  • Jul 23, 2021 · D · $6,435,079 sold of $32,748,352 · 25 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $6.44M from 25 investors (20% of the $32.7M target) as of the latest filing. Luke 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.

IS
Commercial · group: Inspired Senior Living

Inspired Senior Living of Las Vegas DST

Scottsdale, AZ · Jun 3, 2021
  • Jun 3, 2021 · D · $4,069,299 sold of $28,000,000 · 6 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $4.07M from 6 investors (15% of the $28M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IP
Commercial · group: Inspired Senior Living

IHC - Peachtree DST

Scottsdale, AZ · Mar 2, 2021
  • Mar 2, 2021 · D · $190,798 sold of $11,807,977 · 1 investors · min. $50,000 · role: Executive Officer (Chief Executive Officer of the Sponsor of the Issuer) EDGAR ↗

Raised $191K from 1 investor (2% of the $11.8M target) as of the latest filing. Luke 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: Commercial / 506(b) (6,713 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.

IA
Commercial · group: Inspired Senior Living

IHC - Ashbrook DST

Scottsdale, AZ · Oct 22, 2020
  • Oct 22, 2020 · D · $383,000 sold of $17,726,474 · 3 investors · min. $50,000 · role: Executive Officer, Promoter (Chief Executive Officer and Principal of the Sponsor of the Issuer) EDGAR ↗

Raised $383K from 3 investors (2% of the $17.7M target) as of the latest filing. Luke is listed as executive officer, promoter.

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: Commercial / 506(b) (6,713 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.

IH
Commercial · group: Inspired Senior Living

Inspired Healthcare Capital Income Fund 2 LLC

Scottsdale, AZ · Aug 25, 2020
  • Aug 25, 2020 · D · $180,000 sold of $20,000,000 · 2 investors · min. $25,000 · role: Executive Officer, Promoter (Chief Executive Officer and Principal of the Manager of the Issuer) EDGAR ↗

Raised $180K from 2 investors (1% of the $20M target) as of the latest filing. Luke is listed as executive officer, promoter.

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: Commercial / 506(b) (6,713 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.

IH
Pooled Investment Fund · group: Inspired Senior Living

Inspired Healthcare Capital Fund LP

Scottsdale, AZ · May 20, 2019 → May 27, 2020 · 2 filings
  • May 27, 2020 · D/A · $9,521,822 sold of $30,000,000 · 148 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • May 20, 2019 · D/A · $4,449,097 sold of $30,000,000 · 71 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $9.52M from 148 investors (32% of the $30M target) as of the latest filing. Luke is listed as executive officer on 2 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: 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.

IH
Commercial · group: Inspired Senior Living

Inspired Healthcare Capital Income Fund LLC

Scottsdale, AZ · Nov 8, 2019
  • Nov 8, 2019 · D · $895,000 sold of $15,000,000 · 10 investors · min. $25,000 · role: Executive Officer, Promoter (Chief Executive Officer and Principal of the Manager of the Issuer.) EDGAR ↗

Raised $895K from 10 investors (6% of the $15M target) as of the latest filing. Luke is listed as executive officer, promoter.

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: Commercial / 506(b) (6,713 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.

SH
Other Health Care · group: Inspired Senior Living

Sante Holiday Glendale, LLC

Scottsdale, AZ · Sep 26, 2016
  • Sep 26, 2016 · D · $0 sold of $3,400,000 · 0 investors · min. $50,000 · role: Executive Officer (Officer of Sante Holiday Glendale, LLC) EDGAR ↗

No sales reported yet as of the latest filing. Luke 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 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.

People around Luke 6

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

IH
Management entity

Inspired Healthcare Capital

Promoter, Executive Officer · 43 shared filings (39 issuers) · also on 5 other issuers

Inspired Healthcare Capital is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Jacob Schaefer

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Luke Lee. Their page shows their other deals.

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

C. Mark Hansen

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Luke Lee. Their page shows their other deals.

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

Jason Muth

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Luke Lee. Their page shows their other deals.

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

Kyle Voris

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Luke Lee. Their page shows their other deals.

The team behind the deals

IS
Sponsor group

Inspired Senior Living

45 issuers · 50 filings · $76.5M reported sold · 2016–2025

One team, 45 deal companies. Luke Lee is listed on 40 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 Luke Lee.

Same business address

15 other issuers 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 41 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 Luke Lee 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 41 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Luke Lee is listed on: none on file. No website or social profile named in Inspired Senior Living of Hamilton DST's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #155,864 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 (Scottsdale, AZ). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Oregon state courts — find the court ↗Arizona Judicial Branch public access ↗

Securities regulators

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

Business registries

Oregon Secretary of State business search ↗Arizona Secretary of State business search ↗OpenCorporates ↗

Change history

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