PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:50 AM ET

Sponsor Check › Person

MS

Michael Schmickle

Named as an officer, director or promoter on SEC Form D filings · FL · Jul 13, 2009 → Mar 11, 2024

13deals (issuers)
$782.9Mreported sold
491investors
19Form D filings
2009–2024years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: not yet

The short version

Michael Schmickle is listed as an executive officer and director on 19 SEC Form D filings by 13 issuers between Jul 2009 and Jul 2026. Largest by amount reported sold: Palm Beach Capital Fund VI, L.P. (West Palm Beach, FL — pooled investment fund — 2023–2024; $278.9M reported sold to 122 investors), PALM BEACH CAPITAL FUND V, L.P. (West Palm Beach, FL — pooled investment fund — 2020–2021; $132.4M reported sold to 58 investors), PBC Pape Dawson Co-Investors, L.P. (West Palm Beach, FL — pooled investment fund — 2023; $105M reported sold to 82 investors), PBC UDP Co-Investors, L.P. (West Palm Beach, FL — pooled investment fund — 2026; $95.8M reported sold to 29 investors), Palm Beach Capital Fund III, L.P. (West Palm Beach, FL — pooled investment fund — 2010–2011; $68.8M reported sold to 50 investors) and 8 more (all listed below).

What this means That is a lot of deals — 13 separate companies raised money with this person listed as executive officer and director, over about 17 years. Across those companies the filings report $782.9M sold in total.

Listed alongside Shaun L. McGruder (19 shared filings), Nathan S. Ward (18 shared filings), James W. Harpel (8 shared filings), EFFIE TZIRTZIROPOULOS (4 shared filings), Effie T. Lachman (4 shared filings) and 5 others.

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

All 13 issuers belong to the sponsor group Palm Beach (18 issuers, $787.8M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Palm Beach has 18 companies on file and $787.8M 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) — none found. Not yet searched: SEC enforcement releases.

What this means Nothing turned up where we looked (2 sources). That does not prove there is nothing — it means none was found in those sources on that date.

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

None found in sources searched

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, 2:19 AM ET.

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

None found in sources searched

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, 2:19 AM ET.

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

3 of 13 offerings report sales commissions totalling $1,680,000; 0 report finder's fees; 8 report proceeds to related persons totalling $33,256,250. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 15, 2026 D
PBC UDP Co-Investors, L.P.
File 021-590851
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2024 D/A
Palm Beach Capital Fund VI, L.P.
File 021-475515
$500,000 (est.)$0$7,000,000 (est.)
Estimated mgmt fee with respect to first year of the investment period of Issuers based on aggregate commitments of 350,000,000; addl mgmt fees will be paid thereafter as set forth in detail in Issuers' PPM.
Snowbridge Securities LLC BrokerCheck CRD 301996 ↗EDGAR ↗
Apr 24, 2023 D
PBC Pape Dawson Co-Investors, L.P.
File 021-479802
$0$0$4,147,500 (est.)
Represents a one-time administration services fee. Additional fees may be paid thereafter as set forth in more detail in the Issuers' offering materials.
None listed on this filingEDGAR ↗
Apr 16, 2021 D/A
PALM BEACH CAPITAL FUND V, L.P.
File 021-357078
$180,000 (est.)$0$2,648,000 (est.)
Reflects management fee for the first year of the investment period of the Issuer based on aggregate sales of $132,400,000. Additional management fees will be paid thereafter as set forth in more detail in the Issuer's private placement memorandum.
Snowbridge Securities LLC BrokerCheck CRD 301996 ↗EDGAR ↗
Oct 25, 2018 D
Blue Team Co-Investors, L.P.
File 021-324341
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 10, 2018 D
PBC Mears Co-Investors, L.P.
File 021-309764
$0$0$0None listed on this filingEDGAR ↗
Feb 28, 2018 D
PBC Lyneer Co-Investors, L.P.
File 021-306677
$0 (est.)$0 (est.)$357,000 (est.)
Estimated initial management fee payable to the Issuer. Additional fees may be payable in the future pursuant to the terms of the offering materials.
None listed on this filingEDGAR ↗
Dec 7, 2016 D/A
Palm Beach Capital Fund IV, L.P.
File 021-252770
$0 (est.)$0 (est.)$3,000,000 (est.)
Estimated management fee for the first year of the investment period of the Issuer based on aggregate commitments of $150,000,000.
None listed on this filingEDGAR ↗
Feb 22, 2016 D
Liberty Co-Investors II, LP
File 021-257924
$0$0$83,750None listed on this filingEDGAR ↗
Jun 23, 2015 D
LIBERTY CO-INVESTORS, LP
File 021-242266
$0$0$270,000None listed on this filingEDGAR ↗
Jun 23, 2014 D
HLA Co-Investors, LP
File 021-219647
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2011 D/A
Palm Beach Capital Fund III, L.P.
File 021-138725
$1,000,000 (est.)$0$15,750,000 (est.)
Estimated management fees payable over the life of the fund based on total commitments of $150,000,000
Champlain Advisors, LLC BrokerCheck CRD 129560 ↗
Weston Financial Services LLC BrokerCheck CRD 117946 ↗		EDGAR ↗
Jul 13, 2009 D
Envelope Freedom Holdings, LLC
File 021-132674
$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 13

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

PU
Pooled Investment Fund · group: Palm Beach

PBC UDP Co-Investors, L.P.

West Palm Beach, FL · Jul 15, 2026
  • Jul 15, 2026 · D · $95,817,411 sold of $95,817,411 · 29 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Ultimate GP, the general partner of the General Partner of the Issuer) EDGAR ↗

Raised $95.8M from 29 investors (100% of the $95.8M target) as of the latest filing. Michael 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: 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.

PB
Pooled Investment Fund · group: Palm Beach

Palm Beach Capital Fund VI, L.P.

West Palm Beach, FL · Mar 10, 2023 → Mar 11, 2024 · 2 filings
  • Mar 11, 2024 · D/A · $278,900,000 sold of $350,000,000 · 122 investors · min. $100,000 · role: Executive Officer, Director (Manager of Ultimate GP, the general partner of the General Partner of Issuers.) EDGAR ↗
  • Mar 10, 2023 · D · $0 sold of $275,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Director (Manager of Ultimate GP, the general partner of the General Partner of the Issuers.) EDGAR ↗

Raised $278.9M from 122 investors (80% of the $350M target) as of the latest filing. Michael 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: 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.

PP
Pooled Investment Fund · group: Palm Beach

PBC Pape Dawson Co-Investors, L.P.

West Palm Beach, FL · Apr 24, 2023
  • Apr 24, 2023 · D · $105,000,000 sold of $105,000,000 · 82 investors · min. $20,000 · role: Executive Officer, Director (Manager of Ultimate GP, the general partner of the GP, the general partner of Issuers) EDGAR ↗

Raised $105M from 82 investors (100% of the $105M target) as of the latest filing. Michael 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: 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.

PB
Pooled Investment Fund · group: Palm Beach

PALM BEACH CAPITAL FUND V, L.P.

West Palm Beach, FL · Jan 3, 2020 → Apr 16, 2021 · 3 filings
  • Apr 16, 2021 · D/A · $132,400,000 sold of $145,000,000 · 58 investors · min. $100,000 · role: Executive Officer, Director (Manager of the GP of the GP of the Issuer) EDGAR ↗
  • Dec 23, 2020 · D/A · $65,250,000 sold of $175,000,000 · 34 investors · min. $100,000 · role: Executive Officer, Director (Manager of the GP of the GP of the Issuer) EDGAR ↗
  • Jan 3, 2020 · D · $0 sold of $175,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Director (Manager of the GP of the GP of the Issuer) EDGAR ↗

Raised $132.4M from 58 investors (91% of the $145M target) as of the latest filing. Michael is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BT
Pooled Investment Fund · group: Palm Beach

Blue Team Co-Investors, L.P.

West Palm Beach, FL · Oct 25, 2018
  • Oct 25, 2018 · D · $11,500,000 sold of $12,750,000 · 17 investors · min. $50,000 · role: Executive Officer, Director (Manager of PBC GP IV, LLC, the GP of the GP of Blue Team Co-Investors, L.P.; Treas. of Blue Team Co-Investors Blocking, Inc.) EDGAR ↗

Raised $11.5M from 17 investors (90% of the $12.8M target) as of the latest filing. Michael 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: 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.

PM
Pooled Investment Fund · group: Palm Beach

PBC Mears Co-Investors, L.P.

West Palm Beach, FL · Apr 10, 2018
  • Apr 10, 2018 · D · $5,000,000 sold of $5,000,000 · 11 investors · min. $50,000 · role: Executive Officer, Director (Manager of PBC GP IV, LLC, the general partner of the general partner of the Issuer.) EDGAR ↗

Raised $5M from 11 investors (100% of the $5M target) as of the latest filing. Michael 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: 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.

PL
Pooled Investment Fund · group: Palm Beach

PBC Lyneer Co-Investors, L.P.

West Palm Beach, FL · Feb 28, 2018
  • Feb 28, 2018 · D · $17,810,784 sold of $17,850,000 · 12 investors · min. $100,000 · role: Executive Officer, Director (Manager of PBC GP IV, LLC, the general partner of the general partner of the Issuer.) EDGAR ↗

Raised $17.8M from 12 investors (100% of the $17.9M target) as of the latest filing. Michael 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: 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.

PB
Pooled Investment Fund · group: Palm Beach

Palm Beach Capital Fund IV, L.P.

West Palm Beach, FL · Dec 10, 2015 → Dec 7, 2016 · 2 filings
  • Dec 7, 2016 · D/A · $49,350,000 sold of $150,000,000 · 39 investors · min. $100,000 · role: Executive Officer, Director (Manager of PBC GP IV, LLC, the general partner of the general partner of the Issuer.) EDGAR ↗
  • Dec 10, 2015 · D · $0 sold of $150,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer, Director (Manager of PBC GP IV, LLC, the general partner of the general partner of the Issuer.) EDGAR ↗

Raised $49.4M from 39 investors (33% of the $150M target) as of the latest filing. Michael 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: 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.

LC
Pooled Investment Fund · group: Palm Beach

Liberty Co-Investors II, LP

West Palm Beach, FL · Feb 22, 2016
  • Feb 22, 2016 · D · $960,000 sold of $1,983,750 · 8 investors · min. No minimum reported · role: Executive Officer, Director (Partner of the General Partner of the General Partner of the Issuer) EDGAR ↗

Raised $960K from 8 investors (48% of the $1.98M target) as of the latest filing. Michael 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: 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.

LC
Pooled Investment Fund · group: Palm Beach

LIBERTY CO-INVESTORS, LP

West Palm Beach, FL · Jun 23, 2015
  • Jun 23, 2015 · D · $4,200,000 sold of $9,000,000 · 9 investors · min. No minimum reported · role: Executive Officer, Director (Partner of the General Partner of the General Partner of the Issuer) EDGAR ↗

Raised $4.2M from 9 investors (47% of the $9M target) as of the latest filing. Michael 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: 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.

HC
Pooled Investment Fund · group: Palm Beach

HLA Co-Investors, LP

West Palm Beach, FL · Jun 23, 2014
  • Jun 23, 2014 · D · $9,675,000 sold of $9,675,000 · 28 investors · min. No minimum reported · role: Executive Officer, Director (Manager of the General Partner of the General Partner of the Issuer.) EDGAR ↗

Raised $9.68M from 28 investors (100% of the $9.68M target) as of the latest filing. Michael 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: 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.

PB
Pooled Investment Fund · group: Palm Beach

Palm Beach Capital Fund III, L.P.

West Palm Beach, FL · Feb 16, 2010 → Mar 28, 2011 · 3 filings
  • Mar 28, 2011 · D/A · $68,820,000 sold of $150,000,000 · 50 investors · min. $100,000 · role: Executive Officer, Director (Manager of PBC GP III, LLC, the general partner of the general partner of the issuer) EDGAR ↗
  • Jan 14, 2011 · D/A · $35,575,000 sold of $150,000,000 · 17 investors · min. $100,000 · role: Executive Officer, Director (Manager of PBC GP III, LLC, the general partner of the general partner of the issuer) EDGAR ↗
  • Feb 16, 2010 · D · $0 sold of $150,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Director (Manager of PBC GP III, LLC, the general partner of the general partner of the issuer) EDGAR ↗

Raised $68.8M from 50 investors (46% of the $150M target) as of the latest filing. Michael is listed as executive officer, director on 3 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.

EF
Other · group: Palm Beach

Envelope Freedom Holdings, LLC

West Palm Beach, FL · Jul 13, 2009
  • Jul 13, 2009 · D · $3,500,000 sold of $3,500,000 · 26 investors · min. No minimum reported · role: Executive Officer, Director (Member of the Board of Managers and President) EDGAR ↗

Raised $3.5M from 26 investors (100% of the $3.5M target) as of the latest filing. Michael 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.

People around Michael 10

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

SM
Person

Shaun L. McGruder

Executive Officer, Director · 19 shared filings (13 issuers) · also on 3 other issuers

Shaun L. McGruder is on 16 issuers in total — a repeat sponsor. Their page lists every one.

NW
Person

Nathan S. Ward

Executive Officer, Director · 18 shared filings (12 issuers) · also on 3 other issuers

Nathan S. Ward is on 15 issuers in total — a repeat sponsor. Their page lists every one.

JH
Person

James W. Harpel

Executive Officer, Director · 8 shared filings (7 issuers) · also on 3 other issuers

James W. Harpel is on 10 issuers in total — a repeat sponsor. Their page lists every one.

EL
Person

Effie T. Lachman

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Michael Schmickle. Their page shows their other deals.

MC
Person

MICHAEL J. CHALHUB

Director, Executive Officer · 4 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Michael Schmickle. Their page shows their other deals.

ET
Person

EFFIE TZIRTZIROPOULOS

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Michael Schmickle. Their page shows their other deals.

SL
Person

Scott Long

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

Scott Long is on 6 issuers in total — a repeat sponsor. Their page lists every one.

AK
Person

Adam P. Klein

Executive Officer · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Michael Schmickle. Their page shows their other deals.

MC
Person

Michael J. Chalub

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

Listed on the same filings as Michael Schmickle. Their page shows their other deals.

DN
Person

Dylan Nugent

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Michael Schmickle. Their page shows their other deals.

The team behind the deals

PB
Sponsor group

Palm Beach

18 issuers · 24 filings · $787.8M reported sold · 2009–2026

One team, 18 deal companies. Michael Schmickle is listed on 13 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 Michael Schmickle.

Same business address

17 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

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 (West Palm Beach, FL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

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Securities regulators

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