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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:48 AM ET

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Mark Ladd

Named as an officer, director or promoter on SEC Form D filings · AL, NC · May 27, 2021 → Feb 22, 2024

10deals (issuers)
$7.38Mreported sold
44investors
13Form D filings
2021–2024years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:49 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Mark Ladd is listed as an executive officer and director on 13 SEC Form D filings by 10 issuers between May 2021 and Apr 2025. Largest by amount reported sold: HAWTHORN PLACE OUTPATIENT SURGERY CENTER L P (Libertyville, IL — other health care — 2021; $3.22M reported sold to 2 investors), CHARLOTTE SURGERY CENTER LLC (Birmingham, AL — other health care — 2021; $2.69M reported sold to 4 investors), BLUE RIDGE DAY SURGERY CENTER L P (Raleigh, NC — other health care — 2022–2025; $437K reported sold to 17 investors), SURGERY CENTERS OF DES MOINES LTD (West Des Moines, IA — other health care — 2021; $371K reported sold to 6 investors), SURGICARE OF MINNEAPOLIS, LTD. (St. Louis Park, MN — other health care — 2021; $340K reported sold to 9 investors) and 5 more (all listed below).

What this means That is a lot of deals — 10 separate companies raised money with this person listed as executive officer and director, over about 4 years. Across those companies the filings report $7.38M sold in total.

Listed alongside Jordan Jones (13 shared filings), Patrick Walker (11 shared filings), Blue Ridge GP, LLC (2 shared filings, management entity), JOHN L. WALKER (2 shared filings), Jordan Cox (2 shared filings) and 8 others.

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

The issuers belong to 3 sponsor groups: Surgery Center (12 issuers, $968K reported sold, 2009–2026), Sc Affiliates (7 issuers, $0 reported sold, 2017–2025) and Surgicare (4 issuers, $0 reported sold, 2010–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 13 bankruptcy cases matching the name listed in Key records below.

What this means 13 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 13 public filings for Mark Ladd and found 9 differences, 3 worth asking the sponsor about: Bankruptcy case: Mark A. Ladd; Bankruptcy case: Mark Ladd; 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 Mark Ladd has not run yet — it is joining a line of 41,342 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, 2:49 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 Mark Ladd..

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

13 cases: 13 closed (disposition not in docket feed)

Mark A. Ladd closed
United States Bankruptcy Court, N.D. Illinois · No. 24-01609 · Filed Feb 6, 2024 · Closed May 3, 2024
Role of Mark A. Ladd: Debtor · Outcome: Case closed 2024-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in the person's filing state (IL)
Mark R. Ladd closed
United States Bankruptcy Court, E.D. Michigan · No. 18-43286 · Filed Mar 12, 2018 · Closed Jun 22, 2018
Role of Mark R. Ladd: Debtor · Outcome: Case closed 2018-06-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MI (not a filing state)
Mark A Ladd and Susan S Ladd closed
United States Bankruptcy Court, E.D. Texas · No. 14-42418 · Filed Nov 14, 2014 · Closed Mar 13, 2015
Role of Mark A Ladd and Susan S Ladd: Debtor · Outcome: Case closed 2015-03-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in TX (not a filing state)
Mark G. Ladd and Annette L. Ladd closed
United States Bankruptcy Court, N.D. Ohio · No. 14-50784 · Filed Mar 28, 2014 · Closed Feb 27, 2018
Role of Mark G. Ladd and Annette L. Ladd: Debtor · Outcome: Case closed 2018-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in OH (not a filing state)
Mark A. Ladd and Nancy L. Ladd closed
United States Bankruptcy Court, W.D. Missouri · No. 13-40152 · Filed Jan 16, 2013 · Closed May 14, 2014
Role of Mark A. Ladd and Nancy L. Ladd: Debtor · Outcome: Case closed 2014-05-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MO (not a filing state)
Mark Ladd closed
United States Bankruptcy Court, N.D. Illinois · No. 12-45559 · Filed Nov 16, 2012 · Closed Mar 15, 2013
Role of Mark Ladd: Debtor · Outcome: Case closed 2013-03-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in the person's filing state (IL)
Mark Ladd closed
United States Bankruptcy Court, D. New Hampshire · No. 05-15101 · Filed Oct 13, 2005 · Closed Mar 6, 2006
Role of Mark Ladd: Debtor · Outcome: Case closed 2006-03-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in NH (not a filing state)
Mark A. Ladd and Linda S. Ladd closed
United States Bankruptcy Court, N.D. Oklahoma · No. 05-14173 · Filed Jun 30, 2005 · Closed Oct 20, 2005
Role of Mark A. Ladd and Linda S. Ladd: Debtor · Outcome: Case closed 2005-10-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in OK (not a filing state)
Mark F. Ladd closed
United States Bankruptcy Court, N.D. Indiana · No. 05-40678 · Filed May 23, 2005 · Closed Aug 10, 2010
Role of Mark F. Ladd: Debtor · Outcome: Case closed 2010-08-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in IN (not a filing state)
Mark A. Ladd and Stacy R. Ladd closed
United States Bankruptcy Court, W.D. Missouri · No. 04-43797 · Filed Jun 17, 2004 · Closed Oct 24, 2007
Role of Mark A. Ladd and Stacy R. Ladd: Debtor · Outcome: Case closed 2007-10-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MO (not a filing state)
Mark D. Ladd and Penny L. Ladd closed
United States Bankruptcy Court, E.D. Michigan · No. 96-41440 · Filed Feb 5, 1996 · Closed May 11, 2001
Role of Mark D. Ladd and Penny L. Ladd: Debtor · Outcome: Case closed 2001-05-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MI (not a filing state)
Mark D. Ladd and Penny L. Ladd closed
United States Bankruptcy Court, E.D. Michigan · No. 95-47667 · Filed Jul 24, 1995 · Closed May 30, 1996
Role of Mark D. Ladd and Penny L. Ladd: Debtor · Outcome: Case closed 1996-05-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MI (not a filing state)
Mark R. Ladd closed
United States Bankruptcy Court, E.D. Michigan · No. 94-52453 · Filed Dec 15, 1994 · Closed May 15, 1995
Role of Mark R. Ladd: Debtor · Outcome: Case closed 1995-05-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MI (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, 2:49 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

9 differences found between the filings for Mark Ladd — 3 worth asking about (compared 13 filings on Oct 24, 2026)

Worth asking · Feb 6, 2024 – May 3, 2024

Bankruptcy case: Mark A. Ladd — filed Feb 6, 2024

United States Bankruptcy Court, N.D. Illinois docket "Mark A. Ladd" filed Feb 6, 2024, closed May 3, 2024. Mark Ladd is listed as Debtor ("Mark A. Ladd"). Our match estimate: 50%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. Illinois ↗
Sources
Worth asking · Nov 16, 2012 – Mar 15, 2013

Bankruptcy case: Mark Ladd — filed Nov 16, 2012

United States Bankruptcy Court, N.D. Illinois docket "Mark Ladd" filed Nov 16, 2012, closed Mar 15, 2013. Mark Ladd is listed as Debtor. Our match estimate: 50%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. Illinois ↗
Sources
Worth asking · Dec 9, 2021 – Apr 19, 2024

Mark Ladd appears on 4 deals that stopped filing before reaching their target

SCA-Bethesda, LLC (last filing Apr 19, 2024; $110,000 sold of $876,193); SCA-Bonita Springs, LLC (last filing Nov 14, 2023; $80,000 sold of $311,610); Trails Edge Surgery Center, LLC (last filing Nov 14, 2023; $56,000 sold of $311,887); GROSSMONT SURGERY CENTER, L. P. (last filing Dec 9, 2021; $62,720 sold of $250,824). 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.

SCA-Bethesda, LLC — PartnerFacts page ↗SCA-Bonita Springs, LLC — PartnerFacts page ↗Trails Edge Surgery Center, LLC — PartnerFacts page ↗GROSSMONT SURGERY CENTER, L. P. — PartnerFacts page ↗
Sources
Note · Mar 25, 2022 – Jun 15, 2022

No amendment in the last 12 months on an offering that may still be open — Trails Edge Surgery Center, LLC (latest filing Jun 15, 2022)

The latest filing for this offering is dated Jun 15, 2022 (first sale Mar 25, 2022). It reports $13,000 sold of $52,000 offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D/A · Jun 15, 2022 ↗Trails Edge Surgery Center, LLC — PartnerFacts page ↗
Sources
Note · Feb 2, 2022 – Apr 30, 2025

Mark Ladd's role changed at BLUE RIDGE DAY SURGERY CENTER L P: executive officer → executive officer, director

The Feb 2, 2022 filing lists Mark Ladd as executive officer; the Apr 30, 2025 Form D lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Feb 2, 2022 ↗Form D · Apr 30, 2025 ↗Mark Ladd — PartnerFacts page ↗BLUE RIDGE DAY SURGERY CENTER L P — PartnerFacts page ↗
Sources
Note · Feb 8, 2022 – Jun 15, 2022

Offering amount changed between filings — Trails Edge Surgery Center, LLC

The Feb 8, 2022 filing says $13,000 offered; the Jun 15, 2022 Form D/A says $52,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Feb 8, 2022 ↗Form D/A (later) · Jun 15, 2022 ↗Trails Edge Surgery Center, LLC — PartnerFacts page ↗
Sources
Note · Jul 2, 2021 – Oct 27, 2021

Offering amount changed between filings — HAWTHORN PLACE OUTPATIENT SURGERY CENTER L P

The Jul 2, 2021 filing says $775,800 offered; the Oct 27, 2021 Form D/A says $3,222,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jul 2, 2021 ↗Form D/A (later) · Oct 27, 2021 ↗HAWTHORN PLACE OUTPATIENT SURGERY CENTER L P — PartnerFacts page ↗
Sources
Note · Feb 8, 2022

Formed in 2023 per the latest filing, but activity is dated 2022 — SCA-Bonita Springs, LLC

The issuer's latest filing says it was formed in 2023. Its first Form D in our index is dated Feb 8, 2022 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Form D · Feb 8, 2022 ↗SCA-Bonita Springs, LLC — PartnerFacts page ↗
Sources
Note · May 27, 2021 – Apr 30, 2025

Mark Ladd is listed with 2 different address states: AL, NC

AL on 11 filings (May 27, 2021 to Feb 22, 2024); NC on 2 filings (Feb 2, 2022 to Apr 30, 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 · May 27, 2021 ↗Form D · Feb 2, 2022 ↗
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

0 of 11 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 30, 2025 D
BLUE RIDGE DAY SURGERY CENTER L P
File 021-544811
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
Feb 22, 2024 D
Aloha Surgical Center, LLC
File 021-505882
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
Jun 15, 2022 D/A
Trails Edge Surgery Center, LLC
File 021-432708
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
Feb 8, 2022 D
SCA-Bonita Springs, LLC
File 021-432711
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
Feb 2, 2022 D
BLUE RIDGE DAY SURGERY CENTER L P
File 021-431867
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
Dec 22, 2021 D
SURGICARE OF MINNEAPOLIS, LTD.
File 021-426356
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
Dec 9, 2021 D
GROSSMONT SURGERY CENTER, L. P.
File 021-424328
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
Nov 22, 2021 D
SCA-Bethesda, LLC
File 021-422119
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
Oct 27, 2021 D/A
HAWTHORN PLACE OUTPATIENT SURGERY CENTER L P
File 021-405048
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
Oct 20, 2021 D
SURGERY CENTERS OF DES MOINES LTD
File 021-417721
$0$0$0N/A no CRD number reported
via SCA Development, LLC (CRD 35451 ↗)
EDGAR ↗
May 27, 2021 D
CHARLOTTE SURGERY CENTER LLC
File 021-400993
$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 10

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

BR
Other Health Care

BLUE RIDGE DAY SURGERY CENTER L P

Raleigh, NC · Feb 2, 2022 → Apr 30, 2025 · 2 filings
  • Apr 30, 2025 · D · $0 sold of $317,071 · 0 investors · min. No minimum reported · role: Executive Officer, Director (Vice President and Manager of General Partner) EDGAR ↗
  • Feb 2, 2022 · D · $0 sold of $148,000 · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of General Partner) EDGAR ↗

Raised $437K from 17 investors (100% of the $317K target) as of the latest filing. Mark is listed as executive officer, director 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: 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.

AS
Other Health Care · group: Surgery Center

Aloha Surgical Center, LLC

Kahului, Maui, HI · Feb 22, 2024
  • Feb 22, 2024 · D · $0 sold of $270,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $12K from 1 investor (5% of the $270K target) as of the latest filing. Mark 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.

TE
Other Health Care

Trails Edge Surgery Center, LLC

Bonita Springs, FL · Feb 8, 2022 → Jun 15, 2022 · 2 filings
  • Jun 15, 2022 · D/A · $13,000 sold of $52,000 · 1 investors · min. No minimum reported · role: Executive Officer (Vice President of Manager) EDGAR ↗
  • Feb 8, 2022 · D · $0 sold of $13,000 · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Manager) EDGAR ↗

Raised $56K from 1 investor (100% of the $52K target) as of the latest filing. Mark 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: 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.

SB
Other Health Care · group: Sc Affiliates

SCA-Bonita Springs, LLC

Birmingham, AL · Feb 8, 2022
  • Feb 8, 2022 · D · $0 sold of $188,499 · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Manager) EDGAR ↗

Raised $80K from 1 investor (42% of the $188K target) as of the latest filing. Mark 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.

SO
Other Health Care · group: Surgicare

SURGICARE OF MINNEAPOLIS, LTD.

St. Louis Park, MN · Dec 22, 2021
  • Dec 22, 2021 · D · $0 sold of $1,756,596 · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the General Partner) EDGAR ↗

Raised $340K from 9 investors (19% of the $1.76M target) as of the latest filing. Mark 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.

GS
Other Health Care

GROSSMONT SURGERY CENTER, L. P.

La Mesa, CA · Dec 9, 2021
  • Dec 9, 2021 · D · $32,000 sold of $32,000 · 1 investors · min. No minimum reported · role: Director (Vice President of General Partner) EDGAR ↗

Raised $63K from 1 investor (100% of the $32K target) as of the latest filing. Mark is listed as director.

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.

SB
Other Health Care · group: Sc Affiliates

SCA-Bethesda, LLC

Birmingham, AL · Nov 22, 2021
  • Nov 22, 2021 · D · $0 sold of $366,704 · 0 investors · min. No minimum reported · role: Executive Officer, Director (Vice President of Managing Member) EDGAR ↗

Raised $110K from 2 investors (30% of the $367K target) as of the latest filing. Mark is listed as executive officer, director.

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.

HP
Other Health Care

HAWTHORN PLACE OUTPATIENT SURGERY CENTER L P

Libertyville, IL · Jul 2, 2021 → Oct 27, 2021 · 2 filings
  • Oct 27, 2021 · D/A · $3,222,000 sold of $3,222,000 · 2 investors · min. No minimum reported · role: Director (Board Member of General Partner) EDGAR ↗
  • Jul 2, 2021 · D · $0 sold of $775,800 · 0 investors · min. No minimum reported · role: Director (Board Member of General Partner) EDGAR ↗

Raised $3.22M from 2 investors (100% of the $3.22M target) as of the latest filing. Mark is listed as director 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: 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.

SC
Other Health Care · group: Surgery Center

SURGERY CENTERS OF DES MOINES LTD

West Des Moines, IA · Oct 20, 2021
  • Oct 20, 2021 · D · $0 sold of $1,548,000 · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of General Partner) EDGAR ↗

Raised $371K from 6 investors (24% of the $1.55M target) as of the latest filing. Mark 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.

CS
Other Health Care

CHARLOTTE SURGERY CENTER LLC

Birmingham, AL · May 27, 2021
  • May 27, 2021 · D · $0 sold of $231,487 · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.69M from 4 investors (100% of the $231K target) as of the latest filing. Mark is listed as director.

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 Mark 13

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

BR
Management entity

Blue Ridge GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Mark Ladd. Their page shows their other deals.

SB
Management entity

SCA-Bonita Springs, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Mark Ladd. Their page shows their other deals.

SO
Management entity

Surgicare of Minneapolis, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Mark Ladd. Their page shows their other deals.

SC
Management entity

Surgery Center of Maui, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Mark Ladd. Their page shows their other deals.

SA
Management entity

SC Affiliates, LLC

Promoter · 1 shared filing (1 issuer) · also on 6 other issuers

SC Affiliates, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

CS
Management entity

Charlotte-SC, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Mark Ladd. Their page shows their other deals.

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

Jordan Jones

Director, Executive Officer · 13 shared filings (10 issuers) · also on 58 other issuers

Jordan Jones is on 68 issuers in total — a repeat sponsor. Their page lists every one.

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

Patrick Walker

Director, Executive Officer · 11 shared filings (9 issuers) · also on 42 other issuers

Patrick Walker is on 51 issuers in total — a repeat sponsor. Their page lists every one.

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

JOHN L. WALKER

Executive Officer · 2 shared filings (1 issuer) · also on 34 other issuers

JOHN L. WALKER is on 35 issuers in total — a repeat sponsor. Their page lists every one.

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

Jordan Cox

Executive Officer · 2 shared filings (1 issuer) · also on 4 other issuers

Jordan Cox is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Patrick Neil

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Mark Ladd. Their page shows their other deals.

The team behind the deals

SC
Sponsor group

Surgery Center

12 issuers · 47 filings · $968K reported sold · 2009–2026

One team, 12 deal companies. Mark Ladd is listed on 2 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 Mark Ladd.

SA
Sponsor group

Sc Affiliates

7 issuers · 22 filings · $0 reported sold · 2017–2025

One team, 7 deal companies. Mark Ladd is listed on 2 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 Mark Ladd.

S
Sponsor group

Surgicare

4 issuers · 28 filings · $0 reported sold · 2010–2026

One team, 4 deal companies. Mark Ladd is listed on 1 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 Mark Ladd.

Same business address

51 other issuers file from the same address (first 50 shown)

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 10 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 Mark Ladd 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 10 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Mark Ladd is listed on: none on file. No website or social profile named in GROSSMONT SURGERY CENTER, L. P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #172,295 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 (La Mesa, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Alabama state courts — find the court ↗North Carolina eCourts portal ↗Cook County Clerk of Court case search ↗Minnesota court records online ↗California — find the county court ↗Los Angeles Superior Court case search ↗Iowa state courts — find the court ↗Hawaii state courts — find the court ↗Hillsborough County FL Clerk (HOVER) ↗Miami-Dade Clerk online case search ↗

Securities regulators

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

Business registries

Alabama Secretary of State business search ↗North Carolina Secretary of State business search ↗Illinois Secretary of State business search ↗Minnesota Secretary of State business search ↗California Secretary of State business search ↗Iowa Secretary of State business search ↗Hawaii Secretary of State business search ↗Florida Secretary of State business search ↗OpenCorporates ↗

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