PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:49 AM ET

Sponsor Check › Person

RP

Robert Parfet

Named as an officer, director or promoter on SEC Form D filings · FL, CO · Jun 7, 2018 → Jun 18, 2019

14deals (issuers)
$74.1Mreported sold
488investors
21Form D filings
2018–2019years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:41 AM ET · SEC enforcement last checked: not yet

The short version

Robert Parfet is listed as an executive officer on 21 SEC Form D filings by 14 issuers between Sep 2016 and Jun 2019. Largest by amount reported sold: LONGS PEAK CAPITAL PARTNERS, LLC (Windermere, FL — pooled investment fund — 2016–2018; $16.4M reported sold to 130 investors), MOUNT ELBERT 14,440, LLC (Windermere, FL — pooled investment fund — 2016–2018; $14.4M reported sold to 199 investors), GREEN MOUNTAIN DEBT HOLDINGS, LLC (Boulder, CO — industry reported as "Other" — 2018; $7.83M reported sold to 63 investors), MOUNT ELBERT 14,440 QP, LLC (Windermere, FL — pooled investment fund — 2017–2018; $6.72M reported sold to 10 investors), Migration Alternatives, LLC - Bison Multi Strategy (Boulder, CO — pooled investment fund — 2019; $5.73M reported sold to 17 investors) and 9 more (all listed below).

What this means That is a lot of deals — 14 separate companies raised money with this person listed as executive officer, over about 3 years. Across those companies the filings report $74.1M sold in total.

Listed alongside CHARLES A LINDBERG (15 shared filings), JUMAR MANAGEMENT, LLC (9 shared filings, management entity), MEREDITH EW PARFET (9 shared filings), Migration Asset Management, LLC (6 shared filings, management entity), Piton Debt Holdings, LLC (6 shared filings, management entity) and 6 others.

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

The issuers belong to 2 sponsor groups: Sawtooth (8 issuers, $60M reported sold, 2016–2018) and Migration Alternatives (6 issuers, $12.7M reported sold, 2019).

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), state securities regulators (AZ, CA, DE, TX, WA) — none found. Not yet searched: SEC enforcement releases (search queued; results are added automatically).

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, 2:41 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 — search queued

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.

SEC search queued. Results are added automatically.

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, 2:41 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

0 of 14 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
Jun 18, 2019 D
Migration Alternatives, LLC - RE Lending BR
File 021-342144
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2019 D
Migration Alternatives, LLC - Factoring PRU
File 021-342137
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2019 D
Migration Alternatives, LLC - CTA ME
File 021-342141
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2019 D
Migration Alternatives, LLC - CTA GA
File 021-342138
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2019 D
Migration Alternatives, LLC - Bison Multi Strategy
File 021-342134
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2019 D
Migration Alternatives, LLC - Factoring PRB
File 021-342136
$0$0$0None listed on this filingEDGAR ↗
Jun 14, 2018 D/A
GREEN MOUNTAIN DEBT HOLDINGS, LLC
File 021-314119
$0$0$0SUNBELT SECURITIES, INC. BrokerCheck CRD 42180 ↗EDGAR ↗
Jun 14, 2018 D/A
ANTERO DEBT HOLDINGS, LLC
File 021-314449
$0$0$0SUNBELT SECURITIES, INC. BrokerCheck CRD 42180 ↗EDGAR ↗
Mar 28, 2018 D
LONGS PEAK CAPITAL PARTNERS QP, LLC
File 021-308834
$0$0$0
A MANAGEMENT FEE WILL BE PAID TO JUMAR MANAGEMENT, LLC, WHICH IS THE MANAGER OF THE ISSUER.
None listed on this filingEDGAR ↗
Feb 7, 2018 D/A
LONGS PEAK CAPITAL PARTNERS, LLC
File 021-271264
$0$0$0
A MANAGEMENT FEE WILL BE PAID TO JUMAR MANAGEMENT, LLC, WHICH IS THE MANAGER OF THE ISSUER.
None listed on this filingEDGAR ↗
Feb 7, 2018 D/A
MOUNT ELBERT 14,440, LLC
File 021-271265
$0$0$0
A MANAGEMENT FEE WILL BE PAID TO JUMAR MANAGEMENT, LLC, WHICH IS THE MANAGER OF THE ISSUER.
None listed on this filingEDGAR ↗
Feb 7, 2018 D/A
MOUNT ELBERT 14,440 QP, LLC
File 021-285409
$0$0$0
A MANAGEMENT FEE WILL BE PAID TO JUMAR MANAGEMENT, LLC, WHICH IS THE MANAGER OF THE ISSUER.
None listed on this filingEDGAR ↗
Feb 7, 2018 D
SAWTOOTH CAPITAL PARTNERS QP, LLC
File 021-305072
$0$0$0
A management fee will be paid to Jumar Management, LLC, which is the Manager of the issuer.
None listed on this filingEDGAR ↗
Feb 7, 2018 D
SAWTOOTH CAPITAL PARTNERS, LLC
File 021-305073
$0$0$0
A MANAGEMENT FEE WILL BE PAID TO JUMAR MANAGEMENT, LLC, WHICH IS THE MANAGER OF THE ISSUER.
None 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 14

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

MA
Pooled Investment Fund · group: Migration Alternatives

Migration Alternatives, LLC - CTA GA

Boulder, CO · Jun 18, 2019
  • Jun 18, 2019 · D · $1,100,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (President and Chief Executive Officer of the Managing Member of Issuer) EDGAR ↗

Raised $1.1M from 2 investors as of the latest filing. Robert 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: 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.

MA
Pooled Investment Fund · group: Migration Alternatives

Migration Alternatives, LLC - CTA ME

Boulder, CO · Jun 18, 2019
  • Jun 18, 2019 · D · $1,731,878 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (President and Chief Executive Officer of Managing Member of Issuer) EDGAR ↗

Raised $1.73M from 1 investor as of the latest filing. Robert 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: 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.

MA
Pooled Investment Fund · group: Migration Alternatives

Migration Alternatives, LLC - RE Lending BR

Boulder, CO · Jun 18, 2019
  • Jun 18, 2019 · D · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (President and Chief Executive Officer of Managing Member of Issuer) EDGAR ↗

Raised $1M from 1 investor as of the latest filing. Robert 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: 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.

MA
Pooled Investment Fund · group: Migration Alternatives

Migration Alternatives, LLC - Factoring PRU

Boulder, CO · Jun 18, 2019
  • Jun 18, 2019 · D · $1,607,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (President and Chief Executive Officer of Managing Member of Issuer) EDGAR ↗

Raised $1.61M from 3 investors as of the latest filing. Robert 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: 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.

MA
Pooled Investment Fund · group: Migration Alternatives

Migration Alternatives, LLC - Factoring PRB

Boulder, CO · Jun 17, 2019
  • Jun 17, 2019 · D · $1,557,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (President and Chief Executive Officer of Managing Member of Issuer) EDGAR ↗

Raised $1.56M from 2 investors as of the latest filing. Robert 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: 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.

MA
Pooled Investment Fund · group: Migration Alternatives

Migration Alternatives, LLC - Bison Multi Strategy

Boulder, CO · Jun 17, 2019
  • Jun 17, 2019 · D · $5,731,878 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (President and Chief Executive Officer of Managing Member of the Issuer) EDGAR ↗

Raised $5.73M from 17 investors as of the latest filing. Robert 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: 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.

GM
Other · group: Sawtooth

GREEN MOUNTAIN DEBT HOLDINGS, LLC

Boulder, CO · Jun 7, 2018 → Jun 14, 2018 · 3 filings
  • Jun 14, 2018 · D/A · $7,834,000 sold of Indefinite · 63 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 12, 2018 · D/A · $7,834,000 sold of Indefinite · 63 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 7, 2018 · D · $7,009,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $7.83M from 63 investors as of the latest filing. Robert is listed as executive officer 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AD
Other · group: Sawtooth

ANTERO DEBT HOLDINGS, LLC

Boulder, CO · Jun 12, 2018 → Jun 14, 2018 · 3 filings
  • Jun 14, 2018 · D/A · $4,275,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 13, 2018 · D/A · $4,275,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 12, 2018 · D · $4,275,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.28M from 30 investors as of the latest filing. Robert is listed as executive officer 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LP
Pooled Investment Fund · group: Sawtooth

LONGS PEAK CAPITAL PARTNERS QP, LLC

Windermere, FL · Mar 28, 2018
  • Mar 28, 2018 · D · $4,855,947 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer (PRINCIPAL AND CHIEF INVESTMENT OFFICER OF THE MANAGER) EDGAR ↗

Raised $4.86M from 13 investors as of the latest filing. Robert 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: 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.

LP
Pooled Investment Fund · group: Sawtooth

LONGS PEAK CAPITAL PARTNERS, LLC

Windermere, FL · Sep 26, 2016 → Feb 7, 2018 · 2 filings
  • Feb 7, 2018 · D/A · $16,406,214 sold of Indefinite · 130 investors · min. $100,000 · role: Executive Officer (PRINCIPAL AND CHIEF INVESTMENT OFFICER OF THE MANAGER) EDGAR ↗
  • Sep 26, 2016 · D · $6,925,339 sold of Indefinite · 115 investors · min. $100,000 · role: Executive Officer (PRINCIPAL AND CHIEF INVESTMENT OFFICER OF THE MANAGER) EDGAR ↗

Raised $16.4M from 130 investors as of the latest filing. Robert 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: 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.

SC
Pooled Investment Fund · group: Sawtooth

SAWTOOTH CAPITAL PARTNERS, LLC

Windermere, FL · Feb 7, 2018
  • Feb 7, 2018 · D · $1,869,273 sold of Indefinite · 16 investors · min. $100,000 · role: Executive Officer (PRINCIPAL AND CHIEF INVESTMENT OFFICER OF THE MANAGER) EDGAR ↗

Raised $1.87M from 16 investors as of the latest filing. Robert 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: 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.

ME
Pooled Investment Fund · group: Sawtooth

MOUNT ELBERT 14,440, LLC

Windermere, FL · Sep 26, 2016 → Feb 7, 2018 · 2 filings
  • Feb 7, 2018 · D/A · $12,995,896 sold of Indefinite · 199 investors · min. $100,000 · role: Executive Officer (PRINCIPAL AND CHIEF INVESTMENT OFFICER OF THE MANAGER) EDGAR ↗
  • Sep 26, 2016 · D · $14,357,118 sold of Indefinite · 164 investors · min. $100,000 · role: Executive Officer (PRINCIPAL AND CHIEF INVESTMENT OFFICER OF THE MANAGER) EDGAR ↗

Raised $14.4M from 199 investors as of the latest filing. Robert 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: 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.

SC
Pooled Investment Fund · group: Sawtooth

SAWTOOTH CAPITAL PARTNERS QP, LLC

Windermere, FL · Feb 7, 2018
  • Feb 7, 2018 · D · $5,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Principal and Chief Investment Officer of the Manager) EDGAR ↗

Raised $5M from 1 investor as of the latest filing. Robert 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: 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.

ME
Pooled Investment Fund · group: Sawtooth

MOUNT ELBERT 14,440 QP, LLC

Windermere, FL · Apr 24, 2017 → Feb 7, 2018 · 2 filings
  • Feb 7, 2018 · D/A · $6,725,000 sold of Indefinite · 10 investors · min. $250,000 · role: Executive Officer (PRINCIPAL AND CHIEF INVESTMENT OFFICER OF THE MANAGER) EDGAR ↗
  • Apr 24, 2017 · D · $1,000,000 sold of Indefinite · 2 investors · min. $250,000 · role: Executive Officer (Principal and Chief Investment Officer of the Manager) EDGAR ↗

Raised $6.72M from 10 investors as of the latest filing. Robert 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: 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.

People around Robert 11

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

JM
Management entity

JUMAR MANAGEMENT, LLC

Executive Officer, Promoter · 9 shared filings (6 issuers)

JUMAR MANAGEMENT, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

PD
Management entity

Piton Debt Holdings, LLC

Executive Officer · 6 shared filings (2 issuers)

Listed on the same filings as Robert Parfet. Their page shows their other deals.

MA
Management entity

Migration Asset Management, LLC

Executive Officer · 6 shared filings (6 issuers)

Migration Asset Management, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

GM
Management entity

Green Mountain Capital, LLC

Executive Officer, Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Robert Parfet. Their page shows their other deals.

AC
Management entity

ANTERO CAPITAL, LLC

Executive Officer, Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Robert Parfet. Their page shows their other deals.

CL
Person

CHARLES A LINDBERG

Executive Officer · 15 shared filings (8 issuers)

CHARLES A LINDBERG is on 8 issuers in total — a repeat sponsor. Their page lists every one.

MP
Person

MEREDITH EW PARFET

Executive Officer · 9 shared filings (6 issuers)

MEREDITH EW PARFET is on 6 issuers in total — a repeat sponsor. Their page lists every one.

MP
Person

Meredith Parfet

Executive Officer · 5 shared filings (2 issuers)

Listed on the same filings as Robert Parfet. Their page shows their other deals.

BJ
Person

Brooks Johnson

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Robert Parfet. Their page shows their other deals.

CL
Person

Chris Lundquist

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Robert Parfet. Their page shows their other deals.

MP
Person

Meredith A Parfet

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert Parfet. Their page shows their other deals.

The team behind the deals

S
Sponsor group

Sawtooth

8 issuers · 15 filings · $60M reported sold · 2016–2018

One team, 8 deal companies. Robert Parfet is listed on 8 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 Robert Parfet.

MA
Sponsor group

Migration Alternatives

6 issuers · 6 filings · $12.7M reported sold · 2019–2019

One team, 6 deal companies. Robert Parfet is listed on 6 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 Robert Parfet.

Same business address

13 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.

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