PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:12 AM ET

Sponsor Check › Person

ST
No photo found yet (own website and image search run after this page is viewed)

Scott Trease

Named as an officer, director or promoter on SEC Form D filings · NC · Jun 2, 2011 → Sep 23, 2020

7deals (issuers)
$872.1Mreported sold
1,179investors
30Form D filings
2011–2020years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:23 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Scott Trease is listed as an executive officer and director on 30 SEC Form D filings by 7 issuers between Jun 2011 and Sep 2020. Largest by amount reported sold: Sapere CTA Fund, LP (Matthews, NC — pooled investment fund — 2014–2015; $482.9M reported sold to 835 investors), SAPERE CREDIT OPPORTUNITIES FUND LP (Matthews, NC — pooled investment fund — 2011–2014; $98.2M reported sold to 83 investors), SAPERE CREDIT OPPORTUNITIES QUALIFIED FUND LP (Matthews, NC — pooled investment fund — 2011–2014; $96.7M reported sold to 52 investors), SAPERE CREDIT OPPORTUNITIES OFFSHORE FUND LTD (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2011–2019; $79.8M reported sold to 103 investors), SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2011–2019; $76.2M reported sold to 35 investors) and 2 more (all listed below).

What this means A repeat sponsor — 7 separate companies raised money with this person listed as executive officer and director, over about 9 years. Across those companies the filings report $872.1M sold in total.

Listed alongside Paul Borrelli (12 shared filings), Sapere Wealth Management, LLC (11 shared filings, management entity), F. Sapere Fund Management, LLC (2 shared filings, management entity) and Sapere Fund Management, LLC (1 shared filing, management entity).

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

All 7 issuers belong to the sponsor group Sapere (7 issuers, $872.1M reported sold, 2010–2020).

What this means A sponsor group is one team that sets up a new company for each deal. Sapere has 7 companies on file and $872.1M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 3 court cases matching the name, 1 SEC release, 9 bankruptcy cases matching the name listed in Key records below.

What this means 13 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.

We compared 30 public filings for Scott Trease and found 11 differences, 6 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Scott Trease has not run yet — it is joining a line of 9,370 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

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

Trease v. Firstsource Advantage LLC dismissed
District Court, E.D. Wisconsin · No. 2:13-cv-01100 · Filed Sep 27, 2013 · Closed Nov 8, 2013 · Nature of suit: 480 Consumer credit
Role of Trease: Plaintiff · Outcome: Terminated 2013-11-08 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; court in WI (not a filing state)
Trease v. Tri-State Adjustments Inc dismissed
District Court, E.D. Wisconsin · No. 2:12-cv-00620 · Filed Jun 15, 2012 · Closed May 3, 2013 · Nature of suit: 480 Consumer credit · Cause: 15:1692 Fair Debt Collection Act
Role of Trease: Plaintiff · Outcome: Terminated 2013-05-03 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; court in WI (not a filing state)
Trease v. Transworld Systems Inc dismissed
District Court, E.D. Wisconsin · No. 2:12-cv-00618 · Filed Jun 15, 2012 · Closed Oct 16, 2012 · Nature of suit: 480 Consumer credit · Cause: 15:1692 Fair Debt Collection Act
Role of Trease: Plaintiff · Outcome: Terminated 2012-10-16 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; court in WI (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 State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:23 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 covered (one-tap state court links under Look further). 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

1 SEC release

Sapere Wealth Management, LLC and Scott Trease Litigation release
SEC · Mar 30, 2023 · Parties as named in the release: Sapere Wealth Management, LLC and Scott Trease Read the release ↗
same rare surname (2 people in Form D filings); first name matches; the person's filing state is named in the release
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. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Scott Trease..

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 are not covered.

3. Bankruptcies

9 cases: 1 open, 8 closed (disposition not in docket feed)

Taylor F. Harris and Trease D. Harris open
United States Bankruptcy Court, W.D. Louisiana · No. 23-10114 · Filed Feb 7, 2023
Role of Taylor F. Harris and Trease D. Harris: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; court in LA (not a filing state)
Van Trease v. Texas Car Title and Payday Loan Services, Inc. et closed
United States Bankruptcy Court, S.D. Texas · No. 19-03464 · Filed May 16, 2019 · Closed Jun 19, 2019
Role of Van Trease: Plaintiff · Outcome: Case closed 2019-06-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; court in TX (not a filing state)
David Mandale Boyd, Jr. and Trease Gail Boyd closed
United States Bankruptcy Court, S.D. West Virginia · No. 5:14-bk-50235 · Filed Sep 19, 2014 · Closed Mar 3, 2015
Role of David Mandale Boyd, Jr. and Trease Gail Boyd: Debtor · Outcome: Case closed 2015-03-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; court in WV (not a filing state)
Charles Michael Palmer and Trease Elaine Palmer closed
United States Bankruptcy Court, E.D. Oklahoma · No. 07-81228 · Filed Oct 30, 2007 · Closed Feb 26, 2008
Role of Charles Michael Palmer and Trease Elaine Palmer: Debtor · Outcome: Case closed 2008-02-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; court in OK (not a filing state)
Janet Trease Davis closed
United States Bankruptcy Court, E.D. Michigan · No. 07-49315 · Filed May 11, 2007 · Closed Nov 16, 2008
Role of Janet Trease Davis: Debtor · Outcome: Case closed 2008-11-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); different first name (janet); court in MI (not a filing state)
Daniel Peter Bell and Dawn Trease Bell closed
United States Bankruptcy Court, E.D. Wisconsin · No. 03-29059 · Filed Jun 10, 2003 · Closed Oct 7, 2003
Role of Daniel Peter Bell and Dawn Trease Bell: Debtor · Outcome: Case closed 2003-10-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); different first name (dawn); court in WI (not a filing state)
Matthew Brendan Clements and Trease Ann Clements closed
United States Bankruptcy Court, E.D. Tennessee · No. 1:03-bk-12240 · Filed Mar 31, 2003 · Closed Mar 14, 2006
Role of Matthew Brendan Clements and Trease Ann Clements: Debtor · Outcome: Case closed 2006-03-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; court in TN (not a filing state)
Trease D. Harris and Taylor F. Harris closed
United States Bankruptcy Court, W.D. Louisiana · No. 98-10175 · Filed Jan 20, 1998 · Closed Apr 30, 2004
Role of Trease D. Harris and Taylor F. Harris: Debtor · Outcome: Case closed 2004-04-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; court in LA (not a filing state)
George A. Clements and Trease A. Clements closed
United States Bankruptcy Court, M.D. Florida · No. 8:92-bk-09798 · Filed Jul 23, 1992 · Closed May 11, 1994
Role of George A. Clements and Trease A. Clements: Debtor · Outcome: Case closed 1994-05-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 16 federal dockets); surname only in the caption; 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 covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:23 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 covered (one-tap state court links under Look further). 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 cover issuers and sponsor groups — see the issuer pages under Deals

11 differences found between the filings for Scott Trease — 6 worth asking about (compared 30 filings on Oct 24, 2026)

Worth asking · Jan 14, 2014 – Jan 13, 2015

Amount sold went down between filings — Sapere CTA Fund, LP

The Jan 14, 2014 filing says $414,314,636 sold; the Jan 13, 2015 Form D/A says $378,515,948 sold — $35,798,688 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jan 14, 2014 ↗Form D/A (later) · Jan 13, 2015 ↗Sapere CTA Fund, LP — PartnerFacts page ↗
Sources
Worth asking · Jan 14, 2014 – Jan 13, 2015

Investor count went down between filings — Sapere CTA Fund, LP

The Jan 14, 2014 filing reports 781 investors; the Jan 13, 2015 Form D/A reports 719 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jan 14, 2014 ↗Form D/A (later) · Jan 13, 2015 ↗Sapere CTA Fund, LP — PartnerFacts page ↗
Sources
Worth asking · Feb 1, 2009 – Sep 23, 2020

7 Form Ds were filed more than 15 days after the first sale

Form D filed 84 days after the first sale — Sapere .690 Gold Fund QP, LP · Form D filed 84 days after the first sale — Sapere .690 Gold Fund, LP · Form D filed 1,219 days after the first sale — SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD · Form D filed 852 days after the first sale — SAPERE CREDIT OPPORTUNITIES QUALIFIED FUND LP · Form D filed 852 days after the first sale — SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD · and 2 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Sep 23, 2020 ↗Sapere .690 Gold Fund QP, LP — PartnerFacts page ↗Form D · Sep 23, 2020 ↗Sapere .690 Gold Fund, LP — PartnerFacts page ↗
Sources
Worth asking · Jan 13, 2015 – Jan 13, 2016

Scott Trease is no longer listed on the Jan 13, 2016 amendment — Sapere CTA Fund, LP

Scott Trease appears on the Jan 13, 2015 Form D/A (executive officer) but not on the Jan 13, 2016 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Jan 13, 2015 ↗Form D/A · Jan 13, 2016 ↗Scott Trease — PartnerFacts page ↗Sapere CTA Fund, LP — PartnerFacts page ↗
Sources
Worth asking · Jun 12, 2014 – Jun 11, 2015

Scott Trease is no longer listed on the Jun 11, 2015 amendment — SAPERE CREDIT OPPORTUNITIES QUALIFIED FUND LP

Scott Trease appears on the Jun 12, 2014 Form D/A (executive officer) but not on the Jun 11, 2015 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Jun 12, 2014 ↗Form D/A · Jun 11, 2015 ↗Scott Trease — PartnerFacts page ↗SAPERE CREDIT OPPORTUNITIES QUALIFIED FUND LP — PartnerFacts page ↗
Sources
Worth asking · Jun 12, 2014 – Jun 11, 2015

Scott Trease is no longer listed on the Jun 11, 2015 amendment — SAPERE CREDIT OPPORTUNITIES FUND LP

Scott Trease appears on the Jun 12, 2014 Form D/A (executive officer) but not on the Jun 11, 2015 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Jun 12, 2014 ↗Form D/A · Jun 11, 2015 ↗Scott Trease — PartnerFacts page ↗SAPERE CREDIT OPPORTUNITIES FUND LP — PartnerFacts page ↗
Sources
Note · Feb 1, 2009 – Sep 23, 2020

5 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Sapere .690 Gold Fund QP, LP (latest filing Sep 23, 2020) · No amendment in the last 12 months on an offering that may still be open — Sapere .690 Gold Fund, LP (latest filing Sep 23, 2020) · No amendment in the last 12 months on an offering that may still be open — SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD (latest filing Jun 7, 2019) · No amendment in the last 12 months on an offering that may still be open — SAPERE CREDIT OPPORTUNITIES OFFSHORE FUND LTD (latest filing Jun 7, 2019) · No amendment in the last 12 months on an offering that may still be open — SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD (latest filing Jun 3, 2011)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Sep 23, 2020 ↗Sapere .690 Gold Fund QP, LP — PartnerFacts page ↗Form D · Sep 23, 2020 ↗Sapere .690 Gold Fund, LP — PartnerFacts page ↗
Sources
Note · Jan 11, 2013 – Jan 14, 2014

Address moved from San Diego, CA to Matthews, NC — Sapere CTA Fund, LP

The people listed on the Jan 11, 2013 filing give San Diego, CA; on the Jan 14, 2014 filing they give Matthews, NC.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Jan 11, 2013 ↗Form D/A · Jan 14, 2014 ↗Sapere CTA Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 11, 2015 – Jun 10, 2016

Minimum investment changed between filings — SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD

The Jun 11, 2015 filing lists a minimum of $1,000,000; the Jun 10, 2016 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jun 11, 2015 ↗Form D/A (later) · Jun 10, 2016 ↗SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD — PartnerFacts page ↗
Sources
Note · Jun 11, 2015 – Jun 10, 2016

Minimum investment changed between filings — SAPERE CREDIT OPPORTUNITIES OFFSHORE FUND LTD

The Jun 11, 2015 filing lists a minimum of $1,000,000; the Jun 10, 2016 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jun 11, 2015 ↗Form D/A (later) · Jun 10, 2016 ↗SAPERE CREDIT OPPORTUNITIES OFFSHORE FUND LTD — PartnerFacts page ↗
Sources
Note · Jan 13, 2015 – Jan 13, 2016

Minimum investment changed between filings — Sapere CTA Fund, LP

The Jan 13, 2015 filing lists a minimum of $100,000; the Jan 13, 2016 Form D/A lists $1,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jan 13, 2015 ↗Form D/A (later) · Jan 13, 2016 ↗Sapere CTA Fund, LP — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 8 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 23, 2020 D
Sapere .690 Gold Fund, LP
File 021-376141
$0$0$0
General Partner
None listed on this filingEDGAR ↗
Sep 23, 2020 D
Sapere .690 Gold Fund QP, LP
File 021-376146
$0$0$0
General Partner
None listed on this filingEDGAR ↗
Jun 7, 2019 D/A
SAPERE CREDIT OPPORTUNITIES OFFSHORE FUND LTD
File 021-160654
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated directors, if any, are paid customary directors' fees.
None listed on this filingEDGAR ↗
Jun 7, 2019 D/A
SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD
File 021-179236
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated directors, if any, are paid customary directors' fees.
None listed on this filingEDGAR ↗
Jan 13, 2015 D/A
Sapere CTA Fund, LP
File 021-186652
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 12, 2014 D/A
SAPERE CREDIT OPPORTUNITIES FUND LP
File 021-160655
$0$0$0None listed on this filingEDGAR ↗
Jun 12, 2014 D/A
SAPERE CREDIT OPPORTUNITIES QUALIFIED FUND LP
File 021-160736
$0$0$0None listed on this filingEDGAR ↗
Jun 3, 2011 D
SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD
File 021-160734
$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 7

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

S6
Pooled Investment Fund · group: Sapere

Sapere .690 Gold Fund QP, LP

Matthews, NC · Sep 23, 2020
  • Sep 23, 2020 · D · $22,825,000 sold of Indefinite · 28 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $22.8M from 28 investors as of the latest filing. Scott 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.

S6
Pooled Investment Fund · group: Sapere

Sapere .690 Gold Fund, LP

Matthews, NC · Sep 23, 2020
  • Sep 23, 2020 · D · $15,350,000 sold of Indefinite · 43 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $15.3M from 43 investors as of the latest filing. Scott 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.

SC
Pooled Investment Fund · group: Sapere

SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD

Grand Cayman, Cayman Islands (as filed: E9) · Jun 3, 2011 → Jun 7, 2019 · 9 filings
  • Jun 7, 2019 · D/A · $76,249,000 sold of Indefinite · 35 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 8, 2018 · D/A · $76,019,000 sold of Indefinite · 35 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 8, 2017 · D/A · $76,019,000 sold of Indefinite · 35 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 10, 2016 · D/A · $75,374,000 sold of Indefinite · 35 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 11, 2015 · D/A · $74,798,000 sold of Indefinite · 35 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 12, 2014 · D/A · $71,602,000 sold of Indefinite · 32 investors · min. $1,000,000 · role: Director (Scott Trease is the Director of Sapere Fund Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Jun 3, 2013 · D/A · $68,875,000 sold of Indefinite · 32 investors · min. $1,000,000 · role: Director (Scott Trease is the Director of Sapere Fund Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Jun 4, 2012 · D · $65,409,000 sold of Indefinite · 24 investors · min. $1,000,000 · role: Director (Scott Trease is the Director of Sapere Fund Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Jun 3, 2011 · D · $52,079,000 sold of Indefinite · 21 investors · min. $1,000,000 · role: Director (Scott Trease is the Director of Sapere Fund Management LLC, the Investment Manager of the Issuer.) EDGAR ↗

Raised $76.2M from 35 investors as of the latest filing. Scott is listed as director on 9 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: Sapere

SAPERE CREDIT OPPORTUNITIES OFFSHORE FUND LTD

Grand Cayman, Cayman Islands (as filed: E9) · Jun 2, 2011 → Jun 7, 2019 · 9 filings
  • Jun 7, 2019 · D/A · $79,818,000 sold of Indefinite · 103 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 8, 2018 · D/A · $77,968,000 sold of Indefinite · 100 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 8, 2017 · D/A · $77,572,000 sold of Indefinite · 100 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 10, 2016 · D/A · $77,047,000 sold of Indefinite · 99 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 11, 2015 · D/A · $76,434,000 sold of Indefinite · 99 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 12, 2014 · D/A · $75,377,000 sold of Indefinite · 98 investors · min. $1,000,000 · role: Director (Scott Trease is the Director of Sapere Fund Management, the Investment Manager of the Issuer.) EDGAR ↗
  • Jun 3, 2013 · D/A · $60,218,000 sold of Indefinite · 97 investors · min. $1,000,000 · role: Director (Scott Trease is the Director of Sapere Fund Management, the Investment Manager of the Issuer.) EDGAR ↗
  • Jun 4, 2012 · D/A · $56,089,000 sold of Indefinite · 94 investors · min. $1,000,000 · role: Director (Scott Trease is the Director of Sapere Fund Management, the Investment Manager of the Issuer.) EDGAR ↗
  • Jun 2, 2011 · D · $54,115,000 sold of Indefinite · 93 investors · min. $1,000,000 · role: Director (Scott Trease is the Director of Sapere Fund Management, the Investment Manager of the Issuer.) EDGAR ↗

Raised $79.8M from 103 investors as of the latest filing. Scott is listed as director on 9 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: Sapere

Sapere CTA Fund, LP

Matthews, NC · Jan 14, 2014 → Jan 13, 2015 · 2 filings
  • Jan 13, 2015 · D/A · $378,515,948 sold of Indefinite · 719 investors · min. $100,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Jan 14, 2014 · D/A · $414,314,636 sold of Indefinite · 781 investors · min. $100,000 · role: Executive Officer (Scott Trease is the managing member of Sapere Fund Management, LLC, the General Partner of the Issuer.) EDGAR ↗

Raised $482.9M from 835 investors as of the latest filing. Scott 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: Sapere

SAPERE CREDIT OPPORTUNITIES QUALIFIED FUND LP

Matthews, NC · Jun 3, 2011 → Jun 12, 2014 · 4 filings
  • Jun 12, 2014 · D/A · $87,542,061 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer (Scott Trease is the Managing Member of Sapere Fund Management LLC, the General Partner of the Issuer.) EDGAR ↗
  • Jun 3, 2013 · D/A · $77,383,733 sold of Indefinite · 37 investors · min. $1,000,000 · role: Executive Officer (Scott Trease is the Managing Member of Sapere Fund Management LLC, the General Partner of the Issuer.) EDGAR ↗
  • Jun 4, 2012 · D/A · $58,582,000 sold of Indefinite · 33 investors · min. $1,000,000 · role: Executive Officer (Scott Trease is the Managing Member of Sapere Fund Management LLC, the General Partner of the Issuer.) EDGAR ↗
  • Jun 3, 2011 · D · $38,796,000 sold of Indefinite · 24 investors · min. $1,000,000 · role: Executive Officer (Scott Trease is the Managing Member of Sapere Fund Management LLC, the General Partner of the Issuer.) EDGAR ↗

Raised $96.7M from 52 investors as of the latest filing. Scott is listed as executive officer on 4 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: Sapere

SAPERE CREDIT OPPORTUNITIES FUND LP

Matthews, NC · Jun 2, 2011 → Jun 12, 2014 · 4 filings
  • Jun 12, 2014 · D/A · $90,965,774 sold of Indefinite · 75 investors · min. $1,000,000 · role: Executive Officer (Scott Trease is the Managing Member of Sapere Fund Management LLC, the General Partner of the Issuer.) EDGAR ↗
  • Jun 3, 2013 · D/A · $66,286,000 sold of Indefinite · 70 investors · min. $1,000,000 · role: Executive Officer (Scott Trease is the Managing Member of Sapere Fund Management LLC, the General Partner of the Issuer.) EDGAR ↗
  • Jun 4, 2012 · D/A · $57,416,000 sold of Indefinite · 62 investors · min. $1,000,000 · role: Executive Officer (Scott Trease is the Managing Member of Sapere Fund Management LLC, the General Partner of the Issuer.) EDGAR ↗
  • Jun 2, 2011 · D · $53,232,000 sold of Indefinite · 58 investors · min. $1,000,000 · role: Executive Officer (Scott Trease is the Managing Member of Sapere Fund Management LLC, the General Partner of the Issuer.) EDGAR ↗

Raised $98.2M from 83 investors as of the latest filing. Scott is listed as executive officer on 4 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 Scott 4

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

SW
Management entity

Sapere Wealth Management, LLC

Executive Officer · 11 shared filings (3 issuers) · also on 2 other issuers

Sapere Wealth Management, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

FS
Management entity

F. Sapere Fund Management, LLC

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Scott Trease. Their page shows their other deals.

SF
Management entity

Sapere Fund Management, LLC

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

Listed on the same filings as Scott Trease. Their page shows their other deals.

PB
No photo found yet (own website and image search run after this page is viewed)
Person

Paul Borrelli

Director, Executive Officer · 12 shared filings (4 issuers)

Listed on the same filings as Scott Trease. Their page shows their other deals.

The team behind the deals

S
Sponsor group

Sapere

7 issuers · 51 filings · $872.1M reported sold · 2010–2020

One team, 7 deal companies. Scott Trease is listed on 7 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 Scott Trease.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 5 of the 7 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Sapere CTA Fund, LP, SAPERE CREDIT OPPORTUNITIES QUALIFIED FUND LP, SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND LTD, SAPERE CREDIT OPPORTUNITIES FUND LP, SAPERE CREDIT OPPORTUNITIES OFFSHORE FUND LTD.

Other offering types (Regulation A and Regulation Crowdfunding)

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 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Scott Trease by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 7 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Scott Trease is listed on: none on file. No website or social profile named in Sapere CTA Fund, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #203,229 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗North Carolina eCourts portal ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

North Carolina Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Scott Trease appears on a new Form D, or when a court case or SEC action is matched to them. See plans →