PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:54 PM ET

Sponsor Check › Person

Marshall Hess

Related person on Form D filings · address state as listed: TX · listed Feb 13, 2014 → Feb 10, 2016

12issuers
25Form D filings
2014–2016years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

Not yet searched.

Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

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

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

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

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

10 of 12 offerings report sales commissions totalling $2,215,504; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Feb 10, 2016 D/A
File 021-231858
$0$0$0None listed on this filing
EDGAR ↗Feb 10, 2016 D/A
File 021-236082
$0$0$0None listed on this filing
EDGAR ↗Feb 10, 2016 D/A
File 021-238148
$298,144 (est.)$0$0WealthForge, LLC BrokerCheck CRD 152550 ↗
EDGAR ↗Oct 19, 2015 D
File 021-249680
$147,650 (est.)$0$0WealthForge, LLC BrokerCheck CRD 152550 ↗
EDGAR ↗Oct 5, 2015 D/A
File 021-211887
$1,375,260 (est.)$0$0Brookline Group, LLC BrokerCheck CRD 153587 ↗
EDGAR ↗Sep 21, 2015 D/A
File 021-233918
$209,138 (est.)$0$0WealthForge, LLC BrokerCheck CRD 152550 ↗
EDGAR ↗Sep 21, 2015 D/A
File 021-233925
$142,517 (est.)$0$0WealthForge, LLC BrokerCheck CRD 152550 ↗
EDGAR ↗Sep 17, 2015 D/A
File 021-227458
$8,759 (est.)$0$0WealthForge, LLC BrokerCheck CRD 152550 ↗
EDGAR ↗Sep 15, 2015 D/A
File 021-218676
$460 (est.)$0$0Brookline Group, LLC BrokerCheck CRD 153587 ↗
EDGAR ↗Sep 15, 2015 D/A
File 021-221144
$2,731 (est.)$0$0Brookline Group, LLC BrokerCheck CRD 153587 ↗
EDGAR ↗Sep 15, 2015 D/A
File 021-223641
$1,039 (est.)$0$0Brookline Group, LLC BrokerCheck CRD 153587 ↗
EDGAR ↗Sep 14, 2015 D/A
File 021-219899
$29,806 (est.)$0$0Brookline Group, LLC BrokerCheck CRD 153587 ↗

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗EE Las Colinas, LP
group: Encore
DirectorFeb 10, 2016D/A$381,457
similar: $763,000–$10,000,000
$381,45717
similar: 4–23
No minimum reported
similar: $10,000–$78,388
EDGAR ↗EE Grand Mission MF, LP
group: Encore
DirectorFeb 10, 2016D/A$7,453,605
similar: $10,000,000–$100,000,000
$6,439,89152
similar: 2–1000
No minimum reported
similar: $100–$50,000
EDGAR ↗EE Jordan Run III, LP
group: Encore
Executive OfficerFeb 10, 2016D/A$266,356
similar: $763,000–$10,000,000
$266,3563
similar: 4–23
No minimum reported
similar: $10,000–$78,388
EDGAR ↗EE Mansfield Reserve, LP
group: Encore
Executive OfficerOct 19, 2015D$2,953,000
similar: $763,000–$10,000,000
$00
similar: 4–23
No minimum reported
similar: $10,000–$78,388
EDGAR ↗EE Museum MF, LP
group: Encore
Executive OfficerOct 5, 2015D/A$13,752,600
similar: $763,000–$10,000,000
$3,078,51927
similar: 4–23
$1
similar: $10,000–$78,388
EDGAR ↗EE McAllen, LP
group: Encore
DirectorSep 21, 2015D/A$3,562,938
similar: $10,000,000–$100,000,000
$3,562,93846
similar: 2–1000
No minimum reported
similar: $100–$50,000
EDGAR ↗EE Tampa Westshore, LP
group: Encore
DirectorSep 21, 2015D/A$5,228,454
similar: $10,000,000–$100,000,000
$5,228,45457
similar: 2–1000
No minimum reported
similar: $100–$50,000
EDGAR ↗EE McAllen, LP
group: Encore
DirectorSep 21, 2015D/A$3,562,938
similar: $10,000,000–$100,000,000
$3,562,9384
similar: 2–1000
No minimum reported
similar: $100–$50,000
EDGAR ↗EE Hillstone, LP
group: Encore
DirectorSep 17, 2015D/A$876,438
similar: $763,000–$10,000,000
$876,43815
similar: 4–23
$1
similar: $10,000–$78,388
EDGAR ↗EE Park Hill, LP
group: Encore
DirectorSep 15, 2015D/A$1,092,284
similar: $763,000–$10,000,000
$848,5489
similar: 4–23
$1
similar: $10,000–$78,388
EDGAR ↗EE Jordan Run, LP
group: Encore
Executive OfficerSep 15, 2015D/A$183,908
similar: $763,000–$10,000,000
$165,6001
similar: 4–23
No minimum reported
similar: $10,000–$78,388
EDGAR ↗EE Aday Estates, LP
group: Encore
Executive OfficerSep 15, 2015D/A$415,822
similar: $763,000–$10,000,000
$415,8227
similar: 4–23
$1
similar: $10,000–$78,388
EDGAR ↗EE Frisco Investors, LP
group: Encore
DirectorSep 14, 2015D/A$11,922,228
similar: $763,000–$10,000,000
$11,922,228101
similar: 4–23
No minimum reported
similar: $10,000–$78,388
EDGAR ↗EE Grand Mission MF, LP
group: Encore
DirectorApr 16, 2015D$7,453,605
similar: $10,000,000–$100,000,000
$00
similar: 2–1000
No minimum reported
similar: $100–$50,000
EDGAR ↗EE Jordan Run III, LP
group: Encore
Executive OfficerMar 17, 2015D$306,310
similar: $763,000–$10,000,000
$241,3562
similar: 4–23
No minimum reported
similar: $10,000–$78,388
EDGAR ↗EE McAllen, LP
group: Encore
DirectorFeb 11, 2015D$3,562,938
similar: $10,000,000–$100,000,000
$850,0004
similar: 2–1000
No minimum reported
similar: $100–$50,000
EDGAR ↗EE Tampa Westshore, LP
group: Encore
DirectorFeb 11, 2015D$5,228,454
similar: $10,000,000–$100,000,000
$850,0005
similar: 2–1000
No minimum reported
similar: $100–$50,000
EDGAR ↗EE Las Colinas, LP
group: Encore
DirectorJan 9, 2015D$381,266
similar: $763,000–$10,000,000
$123,4574
similar: 4–23
No minimum reported
similar: $10,000–$78,388
EDGAR ↗EE Hillstone, LP
group: Encore
DirectorOct 31, 2014D$875,999
similar: $763,000–$10,000,000
$197,9384
similar: 4–23
$1
similar: $10,000–$78,388
EDGAR ↗EE Aday Estates, LP
group: Encore
Executive OfficerAug 26, 2014D$415,613
similar: $763,000–$10,000,000
$00
similar: 4–23
$1
similar: $10,000–$78,388
EDGAR ↗EE Park Hill, LP
group: Encore
DirectorJul 15, 2014D$1,092,284
similar: $763,000–$10,000,000
$00
similar: 4–23
$1
similar: $10,000–$78,388
EDGAR ↗EE Frisco Investors, LP
group: Encore
DirectorJun 26, 2014D$11,922,227
similar: $763,000–$10,000,000
$50,0001
similar: 4–23
No minimum reported
similar: $10,000–$78,388
EDGAR ↗EE Jordan Run, LP
group: Encore
Executive OfficerJun 5, 2014D$183,908
similar: $763,000–$10,000,000
$00
similar: 4–23
No minimum reported
similar: $10,000–$78,388
EDGAR ↗EE Museum MF, LP
group: Encore
Executive OfficerMay 9, 2014D/A$13,752,600
similar: $763,000–$10,000,000
$1,250,0009
similar: 4–23
$1
similar: $10,000–$78,388
EDGAR ↗EE Museum MF, LP
group: Encore
Executive OfficerFeb 13, 2014D$13,752,600
similar: $763,000–$10,000,000
$00
similar: 4–23
$1
similar: $10,000–$78,388

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); Investing / 506(c) (764 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.

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 6 names on the same filings (0 management entities, 6 people)

People and management entities the issuers listed as related persons on the same Form D filings as Marshall Hess. Source: the EDGAR rows in the table above.

  • Bharat Sangani — 25 shared filings (12 issuers) · role as listed: Executive Officer · also listed on 49 other issuers
  • Patrick J. Barber — 25 shared filings (12 issuers) · role as listed: Executive Officer · also listed on 33 other issuers
  • Charles A Omage — 25 shared filings (12 issuers) · role as listed: Executive Officer · also listed on 21 other issuers
  • Mahesh Shetty — 25 shared filings (12 issuers) · role as listed: Executive Officer · also listed on 6 other issuers
  • Brad Miller — 3 shared filings (1 issuer) · role as listed: Executive Officer
  • Randall C. Zisler, Ph.D. — 2 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 2 other issuers

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

Export this report as PDF (members · included free during the launch period)

Change history

No corrections have been requested for this page.

Facts from public records only, each linked to its source. No ratings, no opinions. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Marshall Hess appears on a new Form D, or when a court case or SEC action is matched to them. See plans →