PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 1:56 AM ET

Sponsor Check › Person

Scott Morenstein

Related person on Form D filings · address states as listed: PA, NY, TX · listed Mar 14, 2012 → Jul 18, 2018

5issuers
13Form D filings
2012–2018years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:59 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, 11:59 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, 11:59 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

2 of 10 offerings report sales commissions totalling $1,569,634; 1 reports finder's fees totalling $67,880; 3 report proceeds to related persons totalling $2,000,000. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Dec 30, 2022 D
File 021-469329
$319,634 (est.)$0$0None listed on this filing
EDGAR ↗Jun 3, 2020 D
File 021-368196
$0$0$0None listed on this filing
EDGAR ↗Dec 3, 2019 D/A
File 021-354370
$0$0$0None listed on this filing
EDGAR ↗Nov 19, 2019 D
File 021-353767
$0$0$400,000None listed on this filing
EDGAR ↗Jul 18, 2018 D
File 021-317168
$0$0$850,000 (est.)None listed on this filing
EDGAR ↗Aug 15, 2017 D
File 021-292798
$0$0$0None listed on this filing
EDGAR ↗Aug 15, 2017 D
File 021-292800
$0$0$0None listed on this filing
EDGAR ↗Apr 20, 2017 D/A
File 021-252193
$1,250,000 (est.)$0$750,000 (est.)MTS Securities, LLC BrokerCheck CRD 104059 ↗
William Blair & Company BrokerCheck CRD 1252 ↗
EDGAR ↗Mar 14, 2013 D/A
File 021-174950
$0$67,880$0
The General Partner of the Issuer is entitiled to a management fee.
Benedetto Gartland & Company, Inc. BrokerCheck CRD 24083 ↗
via Benedetto Gartland & Company, Inc. (CRD 24083 ↗)
EDGAR ↗May 14, 2010 D
File 021-142104
$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 ↗Palvella Therapeutics, Inc.DirectorDec 30, 2022D$37,704,498
similar: $2,000,000–$19,999,994
$9,704,49733
similar: 2–16
No minimum reported
similar: $10,000–$50,000
EDGAR ↗Palvella Therapeutics, Inc.DirectorJun 3, 2020D$45,000,002
similar: $2,000,000–$19,999,994
$45,000,00248
similar: 2–16
No minimum reported
similar: $10,000–$50,000
EDGAR ↗Molecular Templates, Inc.DirectorDec 3, 2019D/A$14,999,994
similar: $2,000,000–$19,999,994
$14,999,9941
similar: 2–16
No minimum reported
similar: $10,000–$50,000
EDGAR ↗Molecular Templates, Inc.DirectorNov 27, 2019D$14,999,994
similar: $2,000,000–$19,999,994
$14,999,9941
similar: 2–16
No minimum reported
similar: $10,000–$50,000
EDGAR ↗Velicept Therapeutics, Inc.
group: Zoomi
DirectorNov 19, 2019D$9,200,000
similar: $2,000,000–$19,999,994
$6,000,0005
similar: 2–16
$1
similar: $10,000–$50,000
EDGAR ↗Velicept Therapeutics, Inc.
group: Zoomi
DirectorJul 18, 2018D$15,624,000
similar: $1,694,259–$16,000,000
$15,508,71316
similar: 1–13
No minimum reported
similar: $10,000–$55,000
EDGAR ↗Molecular Templates, Inc.DirectorAug 15, 2017D$20,000,000
similar: $2,000,000–$19,999,994
$20,000,0001
similar: 2–16
No minimum reported
similar: $10,000–$50,000
EDGAR ↗Molecular Templates, Inc.DirectorAug 15, 2017D$40,000,000
similar: $2,000,000–$19,999,994
$40,000,00016
similar: 2–16
No minimum reported
similar: $10,000–$50,000
EDGAR ↗Velicept Therapeutics, Inc.
group: Zoomi
DirectorApr 20, 2017D/A$26,300,003
similar: $1,694,259–$16,000,000
$18,410,01025
similar: 1–13
$4,485
similar: $10,000–$55,000
EDGAR ↗Velicept Therapeutics, Inc.
group: Zoomi
DirectorDec 1, 2015D$21,050,003
similar: $1,694,259–$16,000,000
$12,028,57624
similar: 1–13
$4,485
similar: $10,000–$55,000
EDGAR ↗Valence Advantage Life Sciences Fund II, L.P.
group: Valence
Director
Manager of the General Partner of the Issuer
Mar 14, 2013D/A$175,000,000$60,800,00011No minimum reported
EDGAR ↗Valence Advantage Life Sciences Fund II, L.P.
group: Valence
Director
Manager of the General Partner of the Issuer
Mar 14, 2012D$175,000,000$00No minimum reported
EDGAR ↗Gemin X Pharmaceuticals IncDirectorMay 14, 2010D$8,500,000$3,916,22916No minimum reported

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: Biotechnology / 506(b) (3,253 filings); Pharmaceuticals / 506(b) (800 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.

  • Scott Morenstein — address state NJ, GA, 2 issuers, May 13, 2013 → Nov 16, 2021 · no shared issuer found
  • Scott Morenstein — address state CA, 1 issuer, Mar 17, 2020 → Nov 6, 2020 · no shared issuer found

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

Listed alongside — 40 names on the same filings (2 management entities, 38 people)

People and management entities the issuers listed as related persons on the same Form D filings as Scott Morenstein. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.

  • Valence Life Sciences GP II, LLC entity — 2 shared filings (1 issuer) · role as listed: Promoter · also listed on 1 other issuer
  • Rachel Leheny entity — 2 shared filings (1 issuer) · role as listed: Director · also listed on 1 other issuer
  • David Hirsch — 7 shared filings (2 issuers) · role as listed: Director · also listed on 22 other issuers
  • James Craig Walker — 4 shared filings (1 issuer) · roles as listed: Executive Officer, Director · also listed on 4 other issuers
  • Eric E. Poma — 4 shared filings (1 issuer) · roles as listed: Executive Officer, Director · also listed on 1 other issuer
  • Stephen Tullman — 4 shared filings (1 issuer) · role as listed: Director · also listed on 10 other issuers
  • Jason S. Kim — 4 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 2 other issuers
  • David R. Hoffmann — 4 shared filings (1 issuer) · role as listed: Director
  • Kevin Lalande — 4 shared filings (1 issuer) · role as listed: Director · also listed on 15 other issuers
  • Harold Selick — 4 shared filings (1 issuer) · role as listed: Director · also listed on 3 other issuers
  • Eric W. Roberts — 3 shared filings (2 issuers) · role as listed: Director · also listed on 5 other issuers
  • Douglas Gessl — 3 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 3 other issuers
  • James Bennethum — 3 shared filings (1 issuer) · role as listed: Director
  • Todd C. Davis — 2 shared filings (1 issuer) · role as listed: Director · also listed on 9 other issuers
  • Aidan King — 2 shared filings (1 issuer) · role as listed: Director · also listed on 2 other issuers
  • Jay Cecil — 2 shared filings (1 issuer) · role as listed: Director
  • Wesley H. Kaupinen — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director · also listed on 1 other issuer
  • George Jenkins — 2 shared filings (1 issuer) · role as listed: Director · also listed on 1 other issuer
  • Michael Broxson — 2 shared filings (1 issuer) · role as listed: Director
  • David Valacer — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Adam D. Cutler — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Jonathan Lanfear — 2 shared filings (1 issuer) · role as listed: Director
  • Cory S. Freedland — 2 shared filings (2 issuers) · role as listed: Director
  • Kathleen A. McGowan — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Kathleen Goin — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Elaine Heron — 1 shared filing (1 issuer) · role as listed: Director · also listed on 1 other issuer
  • Gordon C. Shore — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director
  • D. Michael Dixon — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 1 other issuer
  • Andrew R. Jordan — 1 shared filing (1 issuer) · role as listed: Director
  • Timothy J. Barberich — 1 shared filing (1 issuer) · role as listed: Director
  • Peter R. Dolan — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director
  • Robert G. McNeil — 1 shared filing (1 issuer) · role as listed: Director · also listed on 10 other issuers
  • Cory Freedman — 1 shared filing (1 issuer) · role as listed: Director
  • John Doux — 1 shared filing (1 issuer) · role as listed: Director · also listed on 1 other issuer
  • Eric Rogers — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • David Hirsch, M.D. — 1 shared filing (1 issuer) · role as listed: Director
  • Jill Becker Mast — 1 shared filing (1 issuer) · role as listed: Director
  • Braham Shroot, Ph.D. — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Aditya Asokan — 1 shared filing (1 issuer) · role as listed: Director
  • Jeffrey Martini — 1 shared filing (1 issuer) · role as listed: Executive Officer

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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Change history

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