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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:54 AM ET

Sponsor Check › Person

MK

Martin B. Klitzner

Named as an officer, director or promoter on SEC Form D filings · CA · Mar 15, 2010 → Mar 15, 2011

1deal (issuers)
$1.53Mreported sold
12investors
2Form D filings
2010–2011years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 3:02 AM ET · SEC enforcement last checked: not yet

The short version

Martin B. Klitzner is listed as an executive officer and director on 2 SEC Form D filings by 1 issuer between Mar 2010 and Mar 2011: SUNRISE COMMODITIES SELECT PORTFOLIO CURRENCY FUND L P (San Diego, CA — pooled investment fund — 2010–2011; $1.53M reported sold to 12 investors).

What this means One deal on file with the SEC. A Form D is the notice a company files after it starts selling a private investment — it is a notice, not an approval.

Listed alongside B. The Davis Family Trust (2 shared filings, management entity), Gary B. Davis (2 shared filings), Marie Laufik (2 shared filings), Sunrise Capital Management, Inc. (2 shared filings, management entity), Elissa Davis (1 shared filing) and 4 others.

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

The issuer belongs to the sponsor group Sunrise Dynamic Alpha (6 issuers, $548.1M reported sold, 2009–2020).

What this means A sponsor group is one team that sets up a new company for each deal. Sunrise Dynamic Alpha has 6 companies on file and $548.1M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), state securities regulators (AZ, CA, DE, TX, WA) — 3 court cases matching the name, 4 bankruptcy cases matching the name listed in Key records below. Not yet searched: SEC enforcement releases.

What this means 7 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.

What the community is saying

Nothing found on Reddit, BiggerPockets or community forums for high-net-worth investors (searched Oct 24, 2026) — search queued; this line updates when it has run.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

3 cases: 3 dismissed

Klitzner v. Wherez Hemp, LLC dismissed
District Court, S.D. California · No. 3:20-cv-00926 · Filed May 18, 2020 · Closed Jun 29, 2020 · Nature of suit: 890 Other Statutory Actions · Cause: 47:0227(b)(3) Telephone Consumer Protection Act of 1991
Role of Klitzner: Plaintiff · Outcome: Terminated 2020-06-29 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 7 federal dockets); surname only in the caption; court in the person's filing state (CA)
KLITZNER v. SCHERING-PLOUGH CORPORATION dismissed
District Court, D. New Jersey · No. 2:08-cv-00316 · Filed Jan 16, 2008 · Closed Feb 23, 2010 · Nature of suit: 190 Other contract actions
Role of KLITZNER: Plaintiff · Outcome: Terminated 2010-02-23 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 7 federal dockets); surname only in the caption; court in NJ (not a filing state)
B. Klitzner & Sons v. M.F. Bank & Company dismissed
District Court, E.D. North Carolina · No. 5:90-cv-00418 · Filed Aug 1, 1990 · Closed Jul 11, 1991 · Nature of suit: 190 Other contract actions
Role of B. Klitzner & Sons: Plaintiff · Outcome: Terminated 1991-07-11 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 7 federal dockets); different first name (b); court in NC (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 3:02 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 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

Not yet searched

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. — 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.

No SEC search has run yet for this person.

3. Bankruptcies

4 cases: 4 closed (disposition not in docket feed)

The Official Committee Of Unsecured Creditors of H v. Providence A divison of Klitzner Industries Inc closed
United States Bankruptcy Court, N.D. Illinois · No. 03-02586 · Filed Jul 30, 2003 · Closed Dec 24, 2003
Role of Providence A divison of Klitzner Industries Inc: Defendant · Outcome: Case closed 2003-12-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 7 federal dockets); surname only in the caption; court in IL (not a filing state)
Whitaker v. B. Klitzner & Son Inc. closed
United States Bankruptcy Court, M.D. Florida · No. 3:92-ap-08490 · Filed Jun 22, 1992 · Closed Aug 28, 1998
Role of B. Klitzner & Son Inc.: Defendant · Outcome: Case closed 1998-08-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 7 federal dockets); different first name (b); court in FL (not a filing state)
Whitaker v. B. Klitzner & Son Inc. closed
United States Bankruptcy Court, M.D. Florida · No. 3:92-ap-07457 · Filed Jun 16, 1992 · Closed Jan 18, 1994
Role of B. Klitzner & Son Inc.: Defendant · Outcome: Case closed 1994-01-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 7 federal dockets); different first name (b); court in FL (not a filing state)
Whitaker v. B. Klitzner & Son Inc. closed
United States Bankruptcy Court, M.D. Florida · No. 3:92-ap-06387 · Filed Jun 10, 1992 · Closed Aug 28, 1998
Role of B. Klitzner & Son Inc.: Defendant · Outcome: Case closed 1998-08-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 7 federal dockets); different first name (b); court in FL (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 yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 3:02 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 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

Not made for individual people — comparisons cover issuers and sponsor groups

5. Money to insiders

None reported on 1 offering — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 15, 2011 D/A
SUNRISE COMMODITIES SELECT PORTFOLIO CURRENCY FUND L P
File 021-90674-5L
$0$0$0None listed on this filingEDGAR ↗

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 1

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

Pooled Investment Fund · group: Sunrise Dynamic Alpha

SUNRISE COMMODITIES SELECT PORTFOLIO CURRENCY FUND L P

San Diego, CA · Mar 15, 2010 → Mar 15, 2011 · 2 filings
  • Mar 15, 2011 · D/A · $1,476,880 sold of Indefinite · 12 investors · min. $500,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 15, 2010 · D/A · $1,456,880 sold of Indefinite · 12 investors · min. $500,000 · role: Executive Officer, Director EDGAR ↗

Raised $1.53M from 12 investors as of the latest filing. Martin is listed as executive officer, director on 2 filings for this deal.

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.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

People around Martin 9

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

Management entity

Sunrise Capital Management, Inc.

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

Listed on the same filings as Martin B. Klitzner. Their page shows their other deals.

Management entity

B. The Davis Family Trust

Director · 2 shared filings (1 issuer)

Listed on the same filings as Martin B. Klitzner. Their page shows their other deals.

Person

Marie Laufik

Executive Officer, Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Martin B. Klitzner. Their page shows their other deals.

Person

Gary B. Davis

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Martin B. Klitzner. Their page shows their other deals.

Person

Martin M. Ehrlich

Executive Officer, Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Martin B. Klitzner. Their page shows their other deals.

Person

Elissa Davis

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Martin B. Klitzner. Their page shows their other deals.

Person

John V. Forrest

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Martin B. Klitzner. Their page shows their other deals.

Person

Martin M. Erlich

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Martin B. Klitzner. Their page shows their other deals.

Person

Richard Slaughter

Director · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as Martin B. Klitzner. Their page shows their other deals.

The team behind the deals

Sponsor group

Sunrise Dynamic Alpha

6 issuers · 27 filings · $548.1M reported sold · 2009–2020

One team, 6 deal companies. Martin B. Klitzner 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 Martin B. Klitzner.

Registrations and other filings

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

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.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (San Diego, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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