Sponsor Check › Person
Named as an officer, director or promoter on SEC Form D filings · CA · Nov 9, 2012 → Jul 16, 2026
Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:27 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Marc F McMorris is listed as an executive officer, director, and promoter on 41 SEC Form D filings by 32 issuers between Nov 2012 and Jul 2026. Largest by amount reported sold: Carrick Capital Spinnaker Opportunity Fund, L.P. (San Francisco, CA — pooled investment fund — 2026; $396.4M reported sold to 24 investors), Carrick Capital Partners II Co-Investment Fund, L.P. (San Francisco, CA — pooled investment fund — 2015; $50M reported sold to 1 investors), Saama Technologies, Inc. (Campbell, CA — other technology — 2015; $35.8M reported sold to 5 investors), Carrick Daylight, LLC (San Francisco, CA — pooled investment fund — 2021; $24.3M reported sold to 15 investors), Carrick Daylight Opportunity Fund II, L.P. (San Francisco, CA — pooled investment fund — 2024; $24M reported sold to 3 investors) and 27 more (all listed below).
What this means That is a lot of deals — 32 separate companies raised money with this person listed as executive officer, director, and promoter, over about 14 years. Across those companies the filings report $665.9M sold in total.
Listed alongside James C Madden, V (31 shared filings), Carrick Management Partners III, LLC (11 shared filings, management entity), Carrick Capital Management Company LLC (8 shared filings, management entity), Carrick Management Partners IV, LLC (7 shared filings, management entity), Kenneth Shaw, Jr. (6 shared filings) and 26 others.
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Marc. Each name links to their own page.
29 of the issuers belong to the sponsor group Carrick (29 issuers, $606.2M reported sold, 2012–2026).
What this means A sponsor group is one team that sets up a new company for each deal. Carrick has 29 companies on file and $606.2M 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) — 21 court cases matching the name, 8 bankruptcy cases matching the name listed in Key records below.
What this means 29 records came back, including 4 court cases still open — open cases can take years and cost money. 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 41 public filings for Marc F McMorris and found 6 differences, 1 worth asking the sponsor about: Marc F McMorris appears on 8 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.
Community search for Marc F McMorris has not run yet — it is joining a line of 52,427 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.
Five things investors ask first. Items still in human review are counted, not shown.
21 cases: 4 open, 11 closed (disposition not in docket feed), 4 dismissed, 2 judgment
Banks and Banking· Cause:
Civil Miscellaneous Case
367 Health care / pharm
367 Health care / pharm
890 Other Statutory Actions· Cause:
29:1132 E.R.I.S.A.: Civil Enforcement of Employee Benefits
380 Other personal property damage
Personal Property: Other· Cause:
28:1332pd Diversity-Property Damage
380 Other personal property damage
380 Other personal property damage
190 Other contract actions
430 Banks and banking
430 Banks and banking
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, 2:27 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.
None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Marc F McMorris..
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).
8 cases: 8 closed (disposition not in docket feed)
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:27 AM ET.
Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons cover issuers and sponsor groups — see the issuer pages under Deals
6 differences found between the filings for Marc F McMorris — 1 worth asking about (compared 41 filings on Oct 24, 2026)
United States Bankruptcy Court, E.D. California docket "Simon Ho" filed Feb 5, 2010, closed May 28, 2010. Simon Ho (listed on the same filings) is listed as Debtor ("Simon Ho"). Our match estimate: 70%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
Carrick Capital Partners IV Co-Investment Fund I, L.P. (last filing Apr 27, 2022; $0 sold of $25,530,000); Carrick Capital Partners IV, L.P. (last filing Mar 8, 2022; $0 sold of $450,000,000); Carrick Capital Partners III, L.P. (last filing Oct 6, 2017; $0 sold of $400,000,000); Carrick Capital Partners II Co-Investment Fund II, L.P. (last filing Sep 28, 2016; $0 sold of $3,000,000); Carrick Capital Partners II Co-Investment Fund III, L.P. (last filing Sep 28, 2016; $0 sold of $2,000,000); Carrick Capital Partners II, L.P. (last filing Dec 15, 2014; $0 sold of $275,000,000); and 2 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.
No amendment in the last 12 months on an offering that may still be open — InfraScale, Inc. (latest filing May 16, 2017) · No amendment in the last 12 months on an offering that may still be open — Carrick Capital Partners II Co-Investment Fund III, L.P. (latest filing Sep 28, 2016) · No amendment in the last 12 months on an offering that may still be open — Carrick Capital Partners II Co-Investment Fund II, L.P. (latest filing Sep 28, 2016) · No amendment in the last 12 months on an offering that may still be open — InfraScale, Inc. (latest filing Jun 5, 2014)
What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.
Offering amount changed between filings — Carrick Daylight, LLC · Offering amount changed between filings — Carrick Capital Partners III Co-Investment Fund V, L.P. · Offering amount changed between filings — InfraScale, Inc. · Offering amount changed between filings — InfraScale, Inc.
What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.
listed as "Marc F. McMorris" on 25 filings (from Nov 9, 2012), and "MARC McMORRIS" on 16 filings (from Jun 5, 2014).
What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.
This page covers filings where the address state is CA. A separate record, "Marc McMorris" with address state VA, is listed on 1 filing — most recently by Perfect Sense, Inc. (Jan 20, 2017). Both records have filings in the same period (Jan 20, 2017).
What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.
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.
1 of 36 offerings reports sales commissions totalling $677,000; 1 reports finder's fees totalling $300,000; 1 reports proceeds to related persons totalling $35,000. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Jul 16, 2026 D Carrick Capital Spinnaker Opportunity Fund II, L.P. File 021-591143 | $0 (est.) | $0 (est.) | $0 The Management Company is entitled to a management fee payable by the Issuer. | Robert W. Baird & Co. Incorporated BrokerCheck CRD 8158 ↗ | EDGAR ↗ |
| Jul 14, 2026 D Carrick Capital Partners V, L.P. File 021-590774 | $0 | $0 | $0 The Issuer's general partner is entitled to a performance allocation, and an affiliate of the Issuer's general partner is also entitled to a management fee in accordance with the Issuer's governing documentation, as amended and/or restated. | None listed on this filing | EDGAR ↗ |
| Jul 14, 2026 D Carrick Capital Associates Fund V, L.P. File 021-590781 | $0 | $0 | $0 The Issuer's general partner is entitled to a performance allocation, and an affiliate of the Issuer's general partner is also entitled to a management fee in accordance with the Issuer's governing documentation, as amended and/or restated. | None listed on this filing | EDGAR ↗ |
| May 12, 2026 D Carrick Capital Spinnaker Opportunity Fund, L.P. File 021-583639 | $677,000 (est.) | $0 (est.) | $0 The Management Company is entitled to a management fee payable by the Issuer. | Robert W. Baird & Co. Incorporated BrokerCheck CRD 8158 ↗ | EDGAR ↗ |
| Sep 12, 2025 D St. Joseph Plan - Fund I, LP File 021-557364 | $0 | $0 | $0 The Management Company is entitled to a management fee payable by the Issuer. | None listed on this filing | EDGAR ↗ |
| Dec 30, 2024 D Carrick Daylight Opportunity Fund, L.P. File 021-533717 | $0 | $0 | $0 The Management Company is entitled to a management fee payable by the Issuer. | None listed on this filing | EDGAR ↗ |
| Dec 30, 2024 D Carrick Daylight Opportunity Fund II, L.P. File 021-533721 | $0 | $0 | $0 The Management Company is entitled to a management fee payable by the Issuer. | None listed on this filing | EDGAR ↗ |
| Aug 7, 2024 D Carrick On Light, LLC File 021-520830 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 7, 2024 D Carrick On Light AB, LLC File 021-520856 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 26, 2023 D Carrick Daylight II, LLC File 021-500729 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 26, 2023 D Carrick Capital Partners IV Co-Investment Fund II, L.P. File 021-500745 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 26, 2023 D Carrick Daylight AB, LLC File 021-500736 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 8, 2022 D Carrick Capital Partners III Co-Investment Fund VII, L.P. File 021-455151 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 27, 2022 D Carrick Capital Partners IV Co-Investment Fund I, L.P. File 021-443473 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 8, 2022 D Carrick Capital Partners IV, L.P. File 021-436399 | $0 | $0 | $0 The Management Company is entitled to a management fee payable by the Issuer. | Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗ | EDGAR ↗ |
| Jun 24, 2021 D/A Carrick Daylight, LLC File 021-399340 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 9, 2021 D Carrick Capital Partners III Co-Investment Fund VI, L.P. File 021-402278 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| May 20, 2021 D/A Carrick Capital Partners III Co-Investment Fund V, L.P. File 021-372461 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 4, 2020 D Carrick Capital Partners III Co-Investment Fund IV, L.P. File 021-372470 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 28, 2019 D Carrick Capital Partners III Co-Investment Fund III, L.P. File 021-347565 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 14, 2018 D Carrick Capital Partners III Co-Investment Fund I, L.P. File 021-321442 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 31, 2018 D/A InfraScale, Inc. File 021-316687 | $0 | $0 | $35,000 (est.) | None listed on this filing | EDGAR ↗ |
| Aug 31, 2018 D Carrick Capital Partners III Co-Investment Fund II, L.P. File 021-320511 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Oct 6, 2017 D Carrick Capital Partners III, L.P. File 021-296208 | $0 | $0 | $0 | GCA Advisors, LLC BrokerCheck CRD 127835 ↗ | EDGAR ↗ |
| Sep 8, 2017 D Unicorn ML, Inc. File 021-294321 | $0 | $0 | $0 Proceeds will be used for working capital which will include normal compensation to executive officers. | None listed on this filing | EDGAR ↗ |
| May 16, 2017 D InfraScale, Inc. File 021-286864 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 28, 2016 D Carrick Capital Partners II Co-Investment Fund II, L.P. File 021-271415 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 28, 2016 D Carrick Capital Partners II Co-Investment Fund III, L.P. File 021-271417 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 14, 2016 D InfraScale, Inc. File 021-264927 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 10, 2015 D/A Saama Technologies, Inc. File 021-240917 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| May 8, 2015 D InfraScale, Inc. File 021-239425 | $0 | $0 | $0 | NONE no CRD number reported | EDGAR ↗ |
| Apr 21, 2015 D Carrick Capital Partners II Co-Investment Fund, L.P. File 021-238397 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 15, 2014 D Carrick Capital Partners II, L.P. File 021-230138 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 5, 2014 D InfraScale, Inc. File 021-218622 | $0 | $300,000 | $0 | NONE no CRD number reported | EDGAR ↗ |
| Nov 16, 2012 D Carrick Capital Associates Fund, L.P. File 021-187119 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 9, 2012 D Carrick Capital Partners, L.P. File 021-186749 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
Every issuer that named Marc F McMorris on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.
No sales reported yet as of the latest filing. Marc is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
No sales reported yet as of the latest filing. Marc is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
No sales reported yet as of the latest filing. Marc is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
Raised $396.4M from 24 investors as of the latest filing. Marc is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
No sales reported yet as of the latest filing. Marc is listed as director.
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.
Raised $24M from 3 investors (100% of the $24M target) as of the latest filing. Marc is listed as director.
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.
Raised $9.75M from 14 investors (100% of the $9.75M target) as of the latest filing. Marc is listed as director.
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.
Raised $15M from 1 investor (100% of the $15M target) as of the latest filing. Marc is listed as director.
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.
Raised $1.05M from 2 investors (100% of the $1.05M target) as of the latest filing. Marc is listed as director.
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.
Raised $15M from 1 investor (100% of the $15M target) as of the latest filing. Marc is listed as promoter.
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.
Raised $7.4M from 1 investor (100% of the $7.4M target) as of the latest filing. Marc is listed as promoter.
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.
Raised $14.8M from 11 investors (100% of the $14.8M target) as of the latest filing. Marc is listed as promoter.
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.
Raised $7M from 1 investor (100% of the $7M target) as of the latest filing. Marc is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
No sales reported yet as of the latest filing. Marc is listed as promoter.
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.
No sales reported yet as of the latest filing. Marc is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
Raised $24.3M from 15 investors (100% of the $24.3M target) as of the latest filing. Marc is listed as promoter on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
Raised $5M from 2 investors (100% of the $5M target) as of the latest filing. Marc is listed as promoter.
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.
Raised $15M from 7 investors (100% of the $15M target) as of the latest filing. Marc is listed as promoter on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.
Raised $5M from 1 investor (100% of the $5M target) as of the latest filing. Marc is listed as promoter.
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.
Raised $4.08M from 2 investors (100% of the $4.08M target) as of the latest filing. Marc is listed as promoter.
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.
Raised $10M from 6 investors (100% of the $10M target) as of the latest filing. Marc is listed as promoter.
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.
Raised $13.9M from 5 investors (100% of the $1.6M target) as of the latest filing. Marc is listed as director on 7 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $2.5M from 1 investor (100% of the $2.5M target) as of the latest filing. Marc is listed as promoter.
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.
No sales reported yet as of the latest filing. Marc is listed as promoter.
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.
Raised $10M from 3 investors (100% of the $10M target) as of the latest filing. Marc is listed as director.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
1 investors reported; no amount sold yet as of the latest filing. Marc is listed as promoter.
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.
1 investors reported; no amount sold yet as of the latest filing. Marc is listed as promoter.
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.
Raised $35.8M from 5 investors (100% of the $35.8M target) as of the latest filing. Marc is listed as director on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $50M from 1 investor (100% of the $50M target) as of the latest filing. Marc is listed as promoter.
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.
No sales reported yet as of the latest filing. Marc is listed as promoter.
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.
No sales reported yet as of the latest filing. Marc is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
No sales reported yet as of the latest filing. Marc is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.
Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.
Carrick Management Partners III, LLC is on 9 issuers in total — a repeat sponsor. Their page lists every one.
Carrick Capital Management Company LLC is on 8 issuers in total — a repeat sponsor. Their page lists every one.
Carrick Management Partners IV, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
James C Madden, V is on 31 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Michael A. Bell is on 8 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
Listed on the same filings as Marc F McMorris. Their page shows their other deals.
One team, 29 deal companies. Marc F McMorris is listed on 29 of them.
Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Marc F McMorris.
A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.
Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).
A person is never an adviser firm. 9 of the 32 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Carrick Capital Spinnaker Opportunity Fund II, L.P., Carrick Capital Associates Fund V, L.P., Carrick Capital Partners V, L.P., Carrick Capital Spinnaker Opportunity Fund, L.P., St. Joseph Plan - Fund I, LP, Carrick Daylight Opportunity Fund II, L.P., Carrick Daylight Opportunity Fund, L.P., Carrick Capital Partners IV, L.P., Carrick Capital Partners, L.P..
Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.
Property records are matched to companies only, never to individuals, so none are matched to Marc F McMorris 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 32 issuers this person is listed on — nothing matched.
Websites and social links of the issuers Marc F McMorris is listed on: none on file. No website or social profile named in Carrick Capital Spinnaker Opportunity Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #27,403 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
One-tap searches on sites we do not index ourselves, with the name pre-filled (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.
No corrections have been requested for this page.
Free. Logged with status: received → under review → fixed / confirmed with source.
If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.
Members get an email when Marc F McMorris appears on a new Form D, or when a court case or SEC action is matched to them. See plans →