PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 1:51 AM ET

Sponsor Check › Person

Robert T Willis

Related person on Form D filings · address state as listed: GA · listed Apr 28, 2009 → Feb 5, 2026

4issuers
61Form D filings
2009–2026years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · 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

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM 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

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.

No SEC search has run yet for this person.

3. Bankruptcies

None found in sources 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 23, 2026, 11:55 PM 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

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

5. Money to insiders and sales commissions

0 of 9 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Feb 5, 2026 D/A
File 021-258825
$0$0$0None listed on this filing
EDGAR ↗Dec 11, 2025 D/A
File 021-130537
$0$0$0None listed on this filing
EDGAR ↗Nov 7, 2025 D/A
File 021-251071
$0$0$0None listed on this filing
EDGAR ↗Sep 10, 2025 D/A
File 021-271009
$0$0$0None listed on this filing
EDGAR ↗Sep 25, 2015 D
File 021-248243
$0$0$0None listed on this filing
EDGAR ↗Nov 24, 2014 D
File 021-228939
$0$0$0None listed on this filing
EDGAR ↗Sep 30, 2014 D
File 021-225530
$0$0$0None listed on this filing
EDGAR ↗Nov 25, 2013 D/A
File 021-153817
$0$0$0None listed on this filing
EDGAR ↗Oct 11, 2013 D
File 021-204418
$0$0$0None listed on this filing

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 ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 5, 2026D/AIndefinite
similar: $155,000–$5,250,000
$62,210,14311
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 11, 2025D/AIndefinite
similar: $155,000–$5,250,000
$52,647,48638
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Executive Officer, Director, Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 7, 2025D/AIndefinite
similar: $155,000–$5,250,000
$203,364,06264
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 10, 2025D/AIndefinite
similar: $155,000–$5,250,000
$19,301,86818
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 5, 2025D/AIndefinite
similar: $155,000–$5,250,000
$58,910,09611
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 13, 2024D/AIndefinite
similar: $155,000–$5,250,000
$52,439,14743
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Executive Officer, Director, Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 8, 2024D/AIndefinite
similar: $155,000–$5,250,000
$203,361,42366
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 12, 2024D/AIndefinite
similar: $155,000–$5,250,000
$18,847,50919
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 7, 2024D/AIndefinite
similar: $155,000–$5,250,000
$58,910,09612
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 15, 2023D/AIndefinite
similar: $155,000–$5,250,000
$51,144,35947
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Executive Officer, Director, Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 8, 2023D/AIndefinite
similar: $155,000–$5,250,000
$201,832,91479
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 14, 2023D/AIndefinite
similar: $155,000–$5,250,000
$18,650,32319
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 7, 2023D/AIndefinite
similar: $155,000–$5,250,000
$57,356,24312
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 15, 2022D/AIndefinite
similar: $155,000–$5,250,000
$46,395,79051
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Executive Officer, Director, Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 9, 2022D/AIndefinite
similar: $155,000–$5,250,000
$201,012,21183
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 15, 2022D/AIndefinite
similar: $155,000–$5,250,000
$14,747,62819
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 9, 2022D/AIndefinite
similar: $155,000–$5,250,000
$55,531,02736
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 16, 2021D/AIndefinite
similar: $155,000–$5,250,000
$16,640,04348
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 9, 2021D/AIndefinite
similar: $155,000–$5,250,000
$85,944,15680
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 15, 2021D/AIndefinite
similar: $155,000–$5,250,000
$7,797,62720
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 10, 2021D/AIndefinite
similar: $155,000–$5,250,000
$29,532,54318
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 17, 2020D/AIndefinite
similar: $155,000–$5,250,000
$11,863,47840
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 4, 2020D/AIndefinite
similar: $155,000–$5,250,000
$92,705,24685
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 16, 2020D/AIndefinite
similar: $155,000–$5,250,000
$7,741,62822
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 12, 2020D/AIndefinite
similar: $155,000–$5,250,000
$24,885,82817
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 18, 2019D/AIndefinite
similar: $155,000–$5,250,000
$13,905,43544
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 5, 2019D/AIndefinite
similar: $155,000–$5,250,000
$88,920,29384
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 18, 2019D/AIndefinite
similar: $155,000–$5,250,000
$5,935,27217
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 12, 2019D/AIndefinite
similar: $155,000–$5,250,000
$26,919,10417
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 19, 2018D/AIndefinite
similar: $155,000–$5,250,000
$11,808,66641
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 7, 2018D/AIndefinite
similar: $155,000–$5,250,000
$103,057,09288
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 19, 2018D/AIndefinite
similar: $155,000–$5,250,000
$5,825,63217
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 14, 2018D/AIndefinite
similar: $155,000–$5,250,000
$29,216,02316
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 20, 2017D/AIndefinite
similar: $155,000–$5,250,000
$12,670,96139
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 8, 2017D/AIndefinite
similar: $155,000–$5,250,000
$110,420,12188
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 20, 2017D/AIndefinite
similar: $155,000–$5,250,000
$5,530,78020
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterFeb 16, 2017D/AIndefinite
similar: $155,000–$5,250,000
$19,992,00223
similar: 4–27
$150,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 23, 2016D/AIndefinite
similar: $155,000–$5,250,000
$14,406,37245
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 10, 2016D/AIndefinite
similar: $155,000–$5,250,000
$108,947,63197
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 21, 2016DIndefinite
similar: $155,000–$5,250,000
$5,416,45420
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Managed Volatility & Income Fund QP, LPPromoterMar 8, 2016DIndefinite
similar: $155,000–$5,250,000
$6,000,0003
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Dec 31, 2015D/AIndefinite
similar: $155,000–$5,250,000
$14,187,31860
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Nov 12, 2015DIndefinite
similar: $155,000–$5,250,000
$106,725,58390
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 25, 2015DIndefinite
similar: $155,000–$5,250,000
$5,485,07321
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Jan 14, 2015D/AIndefinite
similar: $155,000–$5,250,000
$20,467,85962
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, issuer General Partner
Nov 24, 2014DIndefinite
similar: $155,000–$5,250,000
$123,357,71883
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterSep 30, 2014DIndefinite
similar: $155,000–$5,250,000
$4,809,24120
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Jan 23, 2014D/AIndefinite
similar: $155,000–$5,250,000
$19,879,20459
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, issuer General Partner
Nov 25, 2013D/AIndefinite
similar: $155,000–$5,250,000
$92,720,38988
similar: 4–27
$39,880
similar: $1,000–$100,000
EDGAR ↗WIC VALUE FUND L PPromoterOct 11, 2013DIndefinite
similar: $155,000–$5,250,000
$3,470,07021
similar: 4–27
$22,000
similar: $1,000–$100,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
CEO of Willis Investment Counsel, Inc., issuer General Partner
Jan 23, 2013D/AIndefinite$14,264,35852$10,000
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
CEO of Willis Investment Counsel, issuer General Partner
Nov 29, 2012D/AIndefinite$74,332,96580$39,880
EDGAR ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P.Promoter
Principal of Willis Investment Counsel, Inc., General Partner
Dec 13, 2011D/AIndefinite$39,181,22048$39,880
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
Principal of Willis Investment Counsel, Inc., issuer General Partner
Apr 19, 2011D/AIndefinite$13,530,89447$10,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
Principal of Willis Investment Counsel, Inc., issuer General Partner
Jul 12, 2010D/AIndefinite$11,456,71340$10,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
Principal of Willis Investment Counsel, Inc., issuer General Partner
Aug 31, 2009D/AIndefinite$9,445,64627$10,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
Principal of Willis Investment Counsel, Inc., issuer General Partner
Aug 17, 2009D/AIndefinite$7,635,17422$10,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
Principal of Willis Investment Counsel, Inc., issuer General Partner
Jun 24, 2009D/AIndefinite$3,042,18412$10,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
Principal of Willis Investment Counsel, Inc., issuer General Partner
Jun 2, 2009D/AIndefinite$1,670,0008$10,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
Principal of Willis Investment Counsel, Inc., issuer General Partner
May 26, 2009D/AIndefinite$570,0006$10,000
EDGAR ↗WIC Small Cap Value Fund, L.P.Promoter
Principal of Willis Investment Counsel, Inc., issuer General Partner
Apr 28, 2009DIndefinite$100,0001$100,000

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: 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.

Other listings under the same name

Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.

  • Robert Willis — address state GA, 3 issuers, May 20, 2020 → May 4, 2022 · no shared issuer found
  • Robert David Willis — address state British Columbia, Canada (as filed: A1), 1 issuer, Jan 20, 2010 → Apr 6, 2022 · no shared issuer found

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

Listed alongside — 7 names on the same filings (0 management entities, 7 people)

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

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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