PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:53 AM ET

Sponsor Check › Person

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

Stephen D. Miles

Named as an officer, director or promoter on SEC Form D filings · MS · Oct 12, 2017 → Jan 12, 2026

54deals (issuers)
$308.7Mreported sold
1,994investors
63Form D filings
2017–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:40 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Stephen D. Miles is listed as an executive officer on 63 SEC Form D filings by 54 issuers between Oct 2017 and Jan 2026. Largest by amount reported sold: Nolin Sands Investors, LLC (Oxford, MS — other real estate — 2022; $19.3M reported sold to 121 investors), Piedmont Solar Investors, LLC (Oxford, MS — other real estate — 2022; $18.5M reported sold to 136 investors), Big Creek Investors, LLC (Oxford, MS — pooled investment fund — 2021; $16.3M reported sold to 94 investors), Edge Hill Investors, LLC (Oxford, MS — pooled investment fund — 2024; $15.2M reported sold to 135 investors), Long Leaf Investors, LLC (Oxford, MS — other real estate — 2026; $14.9M reported sold to 141 investors) and 49 more (all listed below).

What this means That is a lot of deals — 54 separate companies raised money with this person listed as executive officer, over about 9 years. Across those companies the filings report $308.7M sold in total.

Listed alongside Andrew B. Adams (63 shared filings), Rubicon Capital, LLC (15 shared filings, management entity), Addicus Private Equity, LLC (11 shared filings, management entity), D. Rubicon Capital LLC (4 shared filings, management entity), Main Street Solar Fund I & II Manager, LLC (4 shared filings, management entity) and 59 others.

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

The issuers belong to 2 sponsor groups: Group linked by Andrew B. Adams (60 issuers, $334.6M reported sold, 2017–2026) and Legacy (65 issuers, $451.7M reported sold, 2017–2026).

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), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 15 bankruptcy cases matching the name listed in Key records below.

What this means 15 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 the newest 50 of 63 public filings for Stephen D. Miles and found 8 differences, 3 worth asking the sponsor about: 13 filings report more than 10% of the money raised going to insiders; Stephen D. Miles appears on 16 deals that stopped filing before reaching their target; 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 Stephen D. Miles has not run yet — it is joining a line of 42,857 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:40 AM ET.

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

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Stephen D. Miles..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

15 cases: 1 open, 14 closed (disposition not in docket feed)

Stephen L Miles open
United States Bankruptcy Court, S.D. Florida. · No. 26-17296 · Filed Jun 3, 2026
Role of Stephen L Miles: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in FL (not a filing state); middle initial differs
Stephen B. Miles closed
United States Bankruptcy Court, N.D. Ohio · No. 15-16060 · Filed Oct 23, 2015 · Closed Feb 9, 2016
Role of Stephen B. Miles: Debtor · Outcome: Case closed 2016-02-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in OH (not a filing state); middle initial differs
Stephen D Miles closed
United States Bankruptcy Court, E.D. Michigan · No. 14-42744 · Filed Feb 25, 2014 · Closed May 27, 2014
Role of Stephen D Miles: Debtor · Outcome: Case closed 2014-05-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in MI (not a filing state)
Stephen Miles and Jessica Miles closed
United States Bankruptcy Court, N.D. Ohio · No. 13-18858 · Filed Dec 24, 2013 · Closed Apr 1, 2014
Role of Stephen Miles and Jessica Miles: Debtor · Outcome: Case closed 2014-04-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in OH (not a filing state); middle initial differs
Stephen J. Miles closed
United States Bankruptcy Court, D. Massachusetts · No. 13-31387 · Filed Dec 23, 2013 · Closed Apr 22, 2014
Role of Stephen J. Miles: Debtor · Outcome: Case closed 2014-04-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in MA (not a filing state); middle initial differs
Stephen J Miles closed
United States Bankruptcy Court, C.D. California · No. 6:10-bk-40261 · Filed Sep 20, 2010 · Closed Jan 25, 2011
Role of Stephen J Miles: Debtor · Outcome: Case closed 2011-01-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in CA (not a filing state); middle initial differs
Stephen W. Miles and Barbara D. Miles closed
United States Bankruptcy Court, D. Maryland · No. 09-27491 · Filed Sep 16, 2009 · Closed Dec 15, 2014
Role of Stephen W. Miles and Barbara D. Miles: Debtor · Outcome: Case closed 2014-12-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in MD (not a filing state); middle initial differs
Debbie A Miles and Stephen L. Miles closed
United States Bankruptcy Court, D. New Mexico · No. 09-12920 · Filed Jul 6, 2009 · Closed Oct 13, 2009
Role of Stephen L. Miles: Debtor · Outcome: Case closed 2009-10-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in NM (not a filing state); middle initial differs
Stephen C. Miles and Lindsey A. Miles closed
United States Bankruptcy Court, N.D. Oklahoma · No. 08-12447 · Filed Oct 14, 2008 · Closed Feb 22, 2012
Role of Stephen C. Miles and Lindsey A. Miles: Debtor · Outcome: Case closed 2012-02-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in OK (not a filing state); middle initial differs
Stephen A. Miles closed
United States Bankruptcy Court, D. Maryland · No. 07-10416 · Filed Jan 15, 2007 · Closed May 1, 2007
Role of Stephen A. Miles: Debtor · Outcome: Case closed 2007-05-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in MD (not a filing state); middle initial differs
STEPHEN W MILES and SUSAN L MILES closed
United States Bankruptcy Court, D. Minnesota · No. 04-45383 · Filed Sep 24, 2004 · Closed Aug 2, 2006
Role of STEPHEN W MILES and SUSAN L MILES: Debtor · Outcome: Case closed 2006-08-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in MN (not a filing state); middle initial differs
STEPHEN J MILES and JUDITH A MILES closed
United States Bankruptcy Court, M.D. Tennessee · No. 2:02-bk-10280 · Filed Sep 3, 2002 · Closed Dec 20, 2002
Role of STEPHEN J MILES and JUDITH A MILES: Debtor · Outcome: Case closed 2002-12-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in TN (not a filing state); middle initial differs
Stephen Miles closed
United States Bankruptcy Court, N.D. Ohio · No. 01-13725 · Filed Apr 20, 2001 · Closed Oct 30, 2001
Role of Stephen Miles: Debtor · Outcome: Case closed 2001-10-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in OH (not a filing state)
Stephen Miles closed
United States Bankruptcy Court, N.D. Texas · No. 00-38123 · Filed Dec 21, 2000 · Closed May 15, 2003
Role of Stephen Miles: Debtor · Outcome: Case closed 2003-05-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in TX (not a filing state)
Stephen P. Miles and Leslie A. Miles closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 88-10348 · Filed Jul 21, 1988 · Closed Oct 16, 1989
Role of Stephen P. Miles and Leslie A. Miles: Debtor · Outcome: Case closed 1989-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 38 federal dockets); court in PA (not a filing state); middle initial differs
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, 2:40 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

8 differences found between the filings for Stephen D. Miles — 3 worth asking about (compared the newest 50 of 63 filings on Oct 24, 2026; older filings not covered)

Note · Mar 8, 2019 – Dec 20, 2021

Bankruptcy case: FACCI Enterprises, LLC/Long Leaf Farm & Garden — filed Mar 8, 2019

United States Bankruptcy Court, S.D. Mississippi docket "FACCI Enterprises, LLC/Long Leaf Farm & Garden" filed Mar 8, 2019, closed Dec 20, 2021. Long Leaf Investors, LLC (related issuer) is listed as Party ("FACCI Enterprises, LLC/Long Leaf Farm & Garden"). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, S.D. Mississippi ↗Long Leaf Investors, LLC — PartnerFacts page ↗
Sources
Worth asking · Jan 5, 2021 – Jan 9, 2026

13 filings report more than 10% of the money raised going to insiders

36% of the money raised went to insiders — Woodbury Solar Investors, LLC · 36% of the money raised went to insiders — Piedmont Solar Investors, LLC · 36% of the money raised went to insiders — Piedmont Solar Investors, LLC · 71% of the money raised went to insiders — Nolin Sands Investors, LLC · 12% of the money raised went to insiders — Maple Acre Investors, LLC · and 8 more

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Jan 6, 2022 ↗Woodbury Solar Investors, LLC — PartnerFacts page ↗Form D/A · Jan 6, 2022 ↗Piedmont Solar Investors, LLC — PartnerFacts page ↗
Sources
Worth asking · Oct 19, 2020 – May 28, 2024

Stephen D. Miles appears on 16 deals that stopped filing before reaching their target

Genysis Venture Fund, LLC (last filing May 28, 2024; $4,075,000 sold of $17,000,000); Cypress Vieux Investors, LLC (last filing May 23, 2024; $1,525,000 sold of $14,600,000); Main Street Solar Fund I, LLC (last filing Mar 26, 2024; $8,750,000 sold of $125,000,000); Main Street Solar Fund II, LLC (last filing Jan 25, 2024; $349,000 sold of $125,000,000); Grand Clay Investors, LLC (last filing Nov 18, 2022; $0 sold of $10,000,000); Davis Clay Investors, LLC (last filing Nov 18, 2022; $0 sold of $10,000,000); and 10 more. Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Genysis Venture Fund, LLC — PartnerFacts page ↗Cypress Vieux Investors, LLC — PartnerFacts page ↗Main Street Solar Fund I, LLC — PartnerFacts page ↗Main Street Solar Fund II, LLC — PartnerFacts page ↗
Sources
Worth asking · Jul 30, 2020 – Jan 12, 2026

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

Form D filed 321 days after the first sale — Genysis Venture Fund, LLC · Form D filed 76 days after the first sale — Hart Sands Investors, LLC · Form D filed 249 days after the first sale — Net Lease Properties Fund I, LLC · Form D filed 83 days after the first sale — Kinder Reserve Investors, LLC · Form D filed 20 days after the first sale — Long Leaf Investors, LLC · and 11 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 · May 28, 2024 ↗Genysis Venture Fund, LLC — PartnerFacts page ↗Form D · Jan 10, 2023 ↗Hart Sands Investors, LLC — PartnerFacts page ↗
Sources
Note · Jul 30, 2020 – Aug 15, 2025

27 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 — Ambling IV Investments, LLC (latest filing Aug 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Taylor Mill Investors, LLC (latest filing Jan 16, 2025) · No amendment in the last 12 months on an offering that may still be open — Main Street Solar Fund 2024 C, LLC (latest filing Jan 6, 2025) · No amendment in the last 12 months on an offering that may still be open — Main Street Solar Fund 2024 A, LLC (latest filing Dec 31, 2024) · No amendment in the last 12 months on an offering that may still be open — Edge Hill Investors, LLC (latest filing Dec 19, 2024) · and 22 more

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/A · Aug 15, 2025 ↗Ambling IV Investments, LLC — PartnerFacts page ↗Form D · Jan 16, 2025 ↗Taylor Mill Investors, LLC — PartnerFacts page ↗
Sources
Note · Nov 18, 2022 – Jan 4, 2023

Offering amount changed between filings — Acadiana Clay Investors, LLC

The Nov 18, 2022 filing says $10,000,000 offered; the Jan 4, 2023 Form D/A says $12,500,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Nov 18, 2022 ↗Form D/A (later) · Jan 4, 2023 ↗Acadiana Clay Investors, LLC — PartnerFacts page ↗
Sources
Note · Jan 6, 2022

Minimum investment changed between filings — Piedmont Solar Investors, LLC

The Jan 6, 2022 filing lists a minimum of $50,000; the Jan 6, 2022 Form D/A lists $250,000.

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

Form D (earlier) · Jan 6, 2022 ↗Form D/A (later) · Jan 6, 2022 ↗Piedmont Solar Investors, LLC — PartnerFacts page ↗
Sources
Note · Oct 19, 2020 – Jan 27, 2021

Stephen D. Miles is written 2 different ways on the filings

listed as "Stephen D. Miles" on 36 filings (from Oct 19, 2020), and "Stephen Miles" on 14 filings (from Jan 27, 2021).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 19, 2020 ↗Form D · Jan 27, 2021 ↗Stephen D. Miles — 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. We compared the newest 50 of 63 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

12 of 55 offerings report sales commissions totalling $3,336,293; 0 report finder's fees; 37 report proceeds to related persons totalling $55,035,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 12, 2026 D
Long Leaf Investors, LLC
File 021-569623
$226,255$0$1,150,000Vistia Capital, LLC BrokerCheck CRD 311342 ↗EDGAR ↗
Jan 9, 2026 D
Maple Acre Investors, LLC
File 021-569496
$0$0$1,150,000 (est.)None listed on this filingEDGAR ↗
Sep 30, 2025 D
Vintage Preservation Fund, LLC
File 021-559238
$0$0$950,000 (est.)
Project Consulting Fee
None listed on this filingEDGAR ↗
Aug 15, 2025 D/A
Ambling IV Investments, LLC
File 021-521241
$5,250$0$0None listed on this filingEDGAR ↗
Jan 16, 2025 D
Cedar Mill Investors, LLC
File 021-535411
$0$0$50,000None listed on this filingEDGAR ↗
Jan 16, 2025 D
Taylor Mill Investors, LLC
File 021-535417
$210,100$0$1,150,000Vistia Capital, LLC BrokerCheck CRD 311342 ↗
via Brad Buck (CRD 7299100 ↗)

Vistia Capital, LLC BrokerCheck CRD 311342 ↗
via Chase Ravsten (CRD 5634077 ↗)

Vistia Capital, LLC BrokerCheck CRD 311342 ↗
via Eric Hoen (CRD 7252597 ↗)

Vistia Capital, LLC BrokerCheck CRD 311342 ↗
via Justin Pennetta (CRD 6303911 ↗)
EDGAR ↗
Jan 6, 2025 D
Main Street Solar Fund 2024 C, LLC
File 021-534236
$28,440 (est.)$0$0Stephen Blumenthal BrokerCheck CRD 1264632 ↗
via Metric Financial, LLC (CRD 33324 ↗)
EDGAR ↗
Dec 31, 2024 D
Main Street Solar Fund 2024 A, LLC
File 021-533773
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2024 D
Edge Hill Investors, LLC
File 021-532630
$354,088$0$1,250,000 (est.)Brad Buck BrokerCheck CRD 7299100 ↗
via Vistia Capital, LLC (CRD 311342 ↗)

Chase Ravsten BrokerCheck CRD 5634077 ↗
via Vistia Capital, LLC (CRD 311342 ↗)
EDGAR ↗
Dec 16, 2024 D
Brantley Investors, LLC
File 021-532168
$0$0$0None listed on this filingEDGAR ↗
May 28, 2024 D
Genysis Venture Fund, LLC
File 021-514330
$0$0$0None listed on this filingEDGAR ↗
May 23, 2024 D
Cypress Vieux Investors, LLC
File 021-514068
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2024 D/A
Main Street Solar Fund I, LLC
File 021-487392
$0$0$0None listed on this filingEDGAR ↗
Jan 25, 2024 D/A
Main Street Solar Fund II, LLC
File 021-487395
$24,430 (est.)$0$0Brad Buck BrokerCheck CRD 7299100 ↗
via Vistia Capital, LLC (CRD 311342 ↗)
EDGAR ↗
Dec 29, 2023 D
Spring Creek Investors, LLC
File 021-501097
$390,810 (est.)$0$950,000Michael Hazen BrokerCheck CRD 6103556 ↗
via Vistia Capital, LLC (CRD 311342 ↗)

Brad Buck BrokerCheck CRD 7299100 ↗
via Vistia Capital, LLC (CRD 311342 ↗)

Chase Ravsten BrokerCheck CRD 5634077 ↗
via Vistia Capital LLC (CRD 311342 ↗)
EDGAR ↗
Dec 12, 2023 D
Crescent Flat Investors, LLC
File 021-499326
$43,470$0$950,000Chase Ravsten BrokerCheck CRD 5634077 ↗
via Vistia Capital, LLC (CRD 311342 ↗)
EDGAR ↗
May 1, 2023 D
Cypress Vieux Investors, LLC
File 021-480428
$0$0$400,000 (est.)
Structuring Fee of $400,000 to be paid if $10,000,000 or more raised in the offering.
None listed on this filingEDGAR ↗
Jan 10, 2023 D
Canard Clay Investors, LLC
File 021-470148
$0$0$1,650,000None listed on this filingEDGAR ↗
Jan 10, 2023 D
Lagniappe Clay Investors, LLC
File 021-470149
$0$0$1,100,000None listed on this filingEDGAR ↗
Jan 10, 2023 D
Spring Valley Investors, LLC
File 021-470150
$186,250$0$1,250,000Chase Ravsten BrokerCheck CRD 5634077 ↗
via Vistia Capital, LLC (CRD 311342 ↗)

Gary Moses BrokerCheck CRD 707413 ↗
via Vistia Capital, LLC (CRD 311342 ↗)
EDGAR ↗
Jan 10, 2023 D
Hart Sands Investors, LLC
File 021-470151
$0$0$1,650,000None listed on this filingEDGAR ↗
Jan 10, 2023 D
Maple Hill Investors, LLC
File 021-470152
$1,735,375$0$1,100,000Brad Buck BrokerCheck CRD 7299100 ↗
via Vistia Capital, LLC (CRD 311342 ↗)

Eric Hoen BrokerCheck CRD 7252597 ↗
via Vistia Capital, LLC (CRD 311342 ↗)

Chase Ravsten BrokerCheck CRD 5634077 ↗
via Vistia Capital, LLC (CRD 311342 ↗)

Justin Pennetta BrokerCheck CRD 6303911 ↗
via Vistia Capital (CRD 311342 ↗)

Michael Hazen BrokerCheck CRD 6103556 ↗
via Vistia Capital (CRD 311342 ↗)
EDGAR ↗
Jan 4, 2023 D/A
Acadiana Clay Investors, LLC
File 021-465218
$0$0$1,100,000None listed on this filingEDGAR ↗
Nov 18, 2022 D
Grand Clay Investors, LLC
File 021-465217
$0$0$0None listed on this filingEDGAR ↗
Nov 18, 2022 D
Davis Clay Investors, LLC
File 021-465216
$0$0$0None listed on this filingEDGAR ↗
Aug 4, 2022 D
Mysa Hospitality Fund, LLC
File 021-454840
$0$0$0None listed on this filingEDGAR ↗
Jul 5, 2022 D
Consortium Energy Fund, LP
File 021-451133
$0$0$0None listed on this filingEDGAR ↗
May 18, 2022 D
Ambling Investments III, LLC
File 021-446127
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2022 D
Nolin Sands Investors, LLC
File 021-428209
$0$0$13,700,000 (est.)None listed on this filingEDGAR ↗
Jan 6, 2022 D/A
Piedmont Solar Investors, LLC
File 021-428213
$0$0$6,600,000None listed on this filingEDGAR ↗
Jan 6, 2022 D
Woodbury Solar Investors, LLC
File 021-428223
$0$0$3,950,000 (est.)None listed on this filingEDGAR ↗
Dec 27, 2021 D
Falling Water Investors, LLC
File 021-426759
$0$0$950,000 (est.)None listed on this filingEDGAR ↗
Dec 9, 2021 D
Stokes Plateau Investors, LLC
File 021-424266
$0$0$750,000None listed on this filingEDGAR ↗
Nov 23, 2021 D
Prime Properties Fund I, LLC
File 021-422189
$0$0$0None listed on this filingEDGAR ↗
Oct 29, 2021 D
Clark Range Investors, LLC
File 021-419234
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2021 D
222 Loyola Investors QOF, LLC
File 021-407066
$0$0$250,000 (est.)
Provided a minimum offering amount of $2,000,000 is achieved.
None listed on this filingEDGAR ↗
Apr 5, 2021 D
Net Lease Properties Fund I, LLC
File 021-394648
$0$0$150,000None listed on this filingEDGAR ↗
Mar 19, 2021 D
GlassWRX Beaufort QOF, LLC
File 021-392866
$0$0$250,000 (est.)
Minimum aggregate amount raised must meet or exceed $2,000,000 for the $250,000 payment of a Due Diligence Fee to be payable to the Manager.
None listed on this filingEDGAR ↗
Jan 27, 2021 D
Big Creek Investors, LLC
File 021-387539
$0$0$1,150,000 (est.)None listed on this filingEDGAR ↗
Jan 27, 2021 D
Sabine Clay Investors, LLC
File 021-387544
$0$0$900,000 (est.)None listed on this filingEDGAR ↗
Jan 27, 2021 D
Kinder Reserve Investors, LLC
File 021-387546
$3,000$0$1,100,000None listed on this filingEDGAR ↗
Jan 5, 2021 D
Bee Rock Investors, LLC
File 021-385193
$0$0$750,000None listed on this filingEDGAR ↗
Dec 7, 2020 D
Allen Pines Investors, LLC
File 021-382403
$0$0$750,000None listed on this filingEDGAR ↗
Dec 7, 2020 D
Avery Trace Investors, LLC
File 021-382405
$0$0$750,000None listed on this filingEDGAR ↗
Oct 19, 2020 D
Cumberland Gap Investors, LLC
File 021-378198
$0$0$500,000None listed on this filingEDGAR ↗
Jun 15, 2020 D
Hotel Tupelo QOF, LLC
File 021-368912
$0$0$0None listed on this filingEDGAR ↗
Jun 8, 2020 D
Ambling Investments II, LLC
File 021-368460
$0$0$360,000 (est.)
Minimum $160,000, maximum $360,000 as a closing fee.
None listed on this filingEDGAR ↗
Jan 7, 2020 D
River Birch Investments, LLC
File 021-357319
$0$0$1,500,000None listed on this filingEDGAR ↗
Dec 6, 2019 D
Cypress East Investors, LLC
File 021-355003
$128,825$0$1,270,000Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗EDGAR ↗
Oct 28, 2019 D/A
Ambling Investments, LLC
File 021-351623
$0$0$10,000
One-time closing fee.
None listed on this filingEDGAR ↗
Sep 25, 2019 D
Stamps Hollow Investments, LLC
File 021-349602
$0$0$2,725,000 (est.)None listed on this filingEDGAR ↗
Apr 24, 2019 D/A
EX Capital, LLC
File 021-335059
$0$0$20,000 (est.)None listed on this filingEDGAR ↗
Mar 18, 2019 D
SC Coastal Properties, LLC
File 021-335056
$0$0$0None listed on this filingEDGAR ↗
Sep 13, 2018 D
Premier Clay Investors, LLC
File 021-321208
$0$0$800,000None listed on this filingEDGAR ↗
Jan 2, 2018 D/A
Silas Mine Investments, LLC
File 021-296497
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 54

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

LL
Other Real Estate · group: Group linked by Andrew B. Adams

Long Leaf Investors, LLC

Oxford, MS · Jan 12, 2026
  • Jan 12, 2026 · D · $14,904,692 sold of $15,000,000 · 141 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $14.9M from 141 investors (99% of the $15M target) as of the latest filing. Stephen 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: Other Real Estate / 506(c) (1,959 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
Other Real Estate · group: Group linked by Andrew B. Adams

Maple Acre Investors, LLC

Oxford, MS · Jan 9, 2026
  • Jan 9, 2026 · D · $9,228,000 sold of $16,600,000 · 78 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $9.23M from 78 investors (56% of the $16.6M target) as of the latest filing. Stephen 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: Other Real Estate / 506(b) (5,033 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.

VP
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Vintage Preservation Fund, LLC

Oxford, MS · Sep 30, 2025
  • Sep 30, 2025 · D · $0 sold of $28,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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(c) (8,096 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.

AI
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Ambling IV Investments, LLC

Oxford, MS · Aug 12, 2024 → Aug 15, 2025 · 2 filings
  • Aug 15, 2025 · D/A · $1,675,000 sold of Indefinite · 9 investors · min. $100,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗
  • Aug 12, 2024 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $1.68M from 9 investors as of the latest filing. Stephen 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(c) (8,096 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.

TM
Other Real Estate · group: Group linked by Andrew B. Adams

Taylor Mill Investors, LLC

Oxford, MS · Jan 16, 2025
  • Jan 16, 2025 · D · $12,086,421 sold of $16,000,000 · 97 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $12.1M from 97 investors (76% of the $16M target) as of the latest filing. Stephen 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: Other Real Estate / 506(c) (1,959 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.

CM
Other Real Estate · group: Group linked by Andrew B. Adams

Cedar Mill Investors, LLC

Oxford, MS · Jan 16, 2025
  • Jan 16, 2025 · D · $6,500,000 sold of $6,500,000 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $6.5M from 1 investor (100% of the $6.5M target) as of the latest filing. Stephen 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: Other Real Estate / 506(c) (1,959 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.

MS
Other Energy · group: Group linked by Andrew B. Adams

Main Street Solar Fund 2024 C, LLC

Oxford, MS · Jan 6, 2025
  • Jan 6, 2025 · D · $474,000 sold of Indefinite · 3 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $474K from 3 investors as of the latest filing. Stephen 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: Other Energy / 506(c) (115 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.

MS
Other Energy · group: Group linked by Andrew B. Adams

Main Street Solar Fund 2024 A, LLC

Oxford, MS · Dec 31, 2024
  • Dec 31, 2024 · D · $4,348,000 sold of Indefinite · 31 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $4.35M from 31 investors as of the latest filing. Stephen 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: Other Energy / 506(c) (115 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.

EH
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Edge Hill Investors, LLC

Oxford, MS · Dec 19, 2024
  • Dec 19, 2024 · D · $15,167,408 sold of $15,200,000 · 135 investors · min. $25,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $15.2M from 135 investors (100% of the $15.2M target) as of the latest filing. Stephen 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(c) (8,096 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.

BI
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Brantley Investors, LLC

Oxford, MS · Dec 16, 2024
  • Dec 16, 2024 · D · $0 sold of $5,500,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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(c) (8,096 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.

GV
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Genysis Venture Fund, LLC

Oxford, MS · May 28, 2024
  • May 28, 2024 · D · $4,075,000 sold of $17,000,000 · 13 investors · min. $250,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $4.08M from 13 investors (24% of the $17M target) as of the latest filing. Stephen 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.

CV
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Cypress Vieux Investors, LLC

Tupelo, MS · May 1, 2023 → May 23, 2024 · 2 filings
  • May 23, 2024 · D · $1,525,000 sold of $6,000,000 · 3 investors · min. $250,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗
  • May 1, 2023 · D · $0 sold of $14,600,000 · 0 investors · min. $250,000 · role: Executive Officer (Principal.) EDGAR ↗

Raised $1.52M from 3 investors (25% of the $6M target) as of the latest filing. Stephen 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(c) (8,096 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.

MS
Other Energy · group: Group linked by Andrew B. Adams

Main Street Solar Fund I, LLC

Oxford, MS · Jul 20, 2023 → Mar 26, 2024 · 2 filings
  • Mar 26, 2024 · D/A · $8,750,000 sold of $125,000,000 · 35 investors · min. $100,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗
  • Jul 20, 2023 · D · $0 sold of $125,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $8.75M from 35 investors (7% of the $125M target) as of the latest filing. Stephen 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: Other Energy / 506(c) (115 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.

MS
Other Energy · group: Group linked by Andrew B. Adams

Main Street Solar Fund II, LLC

Oxford, MS · Jul 20, 2023 → Jan 25, 2024 · 2 filings
  • Jan 25, 2024 · D/A · $349,000 sold of $125,000,000 · 2 investors · min. $100,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗
  • Jul 20, 2023 · D · $0 sold of $125,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $349K from 2 investors (0% of the $125M target) as of the latest filing. Stephen 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: Other Energy / 506(c) (115 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: Group linked by Andrew B. Adams

Spring Creek Investors, LLC

Oxford, MS · Dec 29, 2023
  • Dec 29, 2023 · D · $12,278,000 sold of $16,000,000 · 113 investors · min. $25,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $12.3M from 113 investors (77% of the $16M target) as of the latest filing. Stephen 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(c) (8,096 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.

CF
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Crescent Flat Investors, LLC

Oxford, MS · Dec 12, 2023
  • Dec 12, 2023 · D · $12,822,000 sold of $15,000,000 · 81 investors · min. $50,000 · role: Executive Officer (Manager of the Manager of the Issuer.) EDGAR ↗

Raised $12.8M from 81 investors (85% of the $15M target) as of the latest filing. Stephen 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(c) (8,096 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.

MH
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Maple Hill Investors, LLC

Oxford, MS · Jan 10, 2023
  • Jan 10, 2023 · D · $14,235,000 sold of $14,300,000 · 110 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $14.2M from 110 investors (100% of the $14.3M target) as of the latest filing. Stephen 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.

HS
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Hart Sands Investors, LLC

Oxford, MS · Jan 10, 2023
  • Jan 10, 2023 · D · $9,591,400 sold of $15,000,000 · 46 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $9.59M from 46 investors (64% of the $15M target) as of the latest filing. Stephen 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.

SV
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Spring Valley Investors, LLC

Oxford, MS · Jan 10, 2023
  • Jan 10, 2023 · D · $11,208,000 sold of $14,000,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $11.2M from 2 investors (80% of the $14M target) as of the latest filing. Stephen 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.

LC
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Lagniappe Clay Investors, LLC

Oxford, MS · Jan 10, 2023
  • Jan 10, 2023 · D · $6,880,000 sold of $10,000,000 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $6.88M from 1 investor (69% of the $10M target) as of the latest filing. Stephen 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.

CC
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Canard Clay Investors, LLC

Oxford, MS · Jan 10, 2023
  • Jan 10, 2023 · D · $8,162,010 sold of $15,000,000 · 48 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $8.16M from 48 investors (54% of the $15M target) as of the latest filing. Stephen 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.

AC
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Acadiana Clay Investors, LLC

Oxford, MS · Nov 18, 2022 → Jan 4, 2023 · 2 filings
  • Jan 4, 2023 · D/A · $10,263,600 sold of $12,500,000 · 84 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗
  • Nov 18, 2022 · D · $0 sold of $10,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $10.3M from 84 investors (82% of the $12.5M target) as of the latest filing. Stephen 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.

GC
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Grand Clay Investors, LLC

Oxford, MS · Nov 18, 2022
  • Nov 18, 2022 · D · $0 sold of $10,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

DC
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Davis Clay Investors, LLC

Oxford, MS · Nov 18, 2022
  • Nov 18, 2022 · D · $0 sold of $10,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

MH
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Mysa Hospitality Fund, LLC

Tupelo, MS · Aug 4, 2022
  • Aug 4, 2022 · D · $0 sold of $2,580,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

CE
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Consortium Energy Fund, LP

Tupelo, MS · Jul 5, 2022
  • Jul 5, 2022 · D · $0 sold of $10,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Principal of the General Partner of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

AI
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Ambling Investments III, LLC

Tupelo, MS · May 18, 2022
  • May 18, 2022 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

WS
Other Real Estate · group: Group linked by Andrew B. Adams

Woodbury Solar Investors, LLC

Oxford, MS · Jan 6, 2022
  • Jan 6, 2022 · D · $10,927,500 sold of $13,000,000 · 95 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $10.9M from 95 investors (84% of the $13M target) as of the latest filing. Stephen 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: Other Real Estate / 506(b) (5,033 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.

PS
Other Real Estate · group: Group linked by Andrew B. Adams

Piedmont Solar Investors, LLC

Oxford, MS · Jan 6, 2022 → Jan 6, 2022 · 2 filings
  • Jan 6, 2022 · D/A · $18,465,900 sold of $20,000,000 · 136 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Jan 6, 2022 · D · $18,465,900 sold of $20,000,000 · 136 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $18.5M from 136 investors (92% of the $20M target) as of the latest filing. Stephen 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: Other Real Estate / 506(b) (5,033 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.

NS
Other Real Estate · group: Group linked by Andrew B. Adams

Nolin Sands Investors, LLC

Oxford, MS · Jan 6, 2022
  • Jan 6, 2022 · D · $19,313,000 sold of $20,000,000 · 121 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $19.3M from 121 investors (97% of the $20M target) as of the latest filing. Stephen 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: Other Real Estate / 506(b) (5,033 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.

FW
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Falling Water Investors, LLC

Oxford, MS · Dec 27, 2021
  • Dec 27, 2021 · D · $4,251,000 sold of $10,000,000 · 14 investors · min. $30,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $4.25M from 14 investors (43% of the $10M target) as of the latest filing. Stephen 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.

SP
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Stokes Plateau Investors, LLC

Oxford, MS · Dec 9, 2021
  • Dec 9, 2021 · D · $6,089,000 sold of $10,000,000 · 46 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $6.09M from 46 investors (61% of the $10M target) as of the latest filing. Stephen 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.

PP
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Prime Properties Fund I, LLC

Tupelo, MS · Nov 23, 2021
  • Nov 23, 2021 · D · $0 sold of $10,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Manager of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

CR
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Clark Range Investors, LLC

Oxford, MS · Oct 29, 2021
  • Oct 29, 2021 · D · $0 sold of $10,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

2L
Pooled Investment Fund · group: Group linked by Andrew B. Adams

222 Loyola Investors QOF, LLC

Oxford, MS · Jul 21, 2021
  • Jul 21, 2021 · D · $0 sold of Indefinite · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

NL
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Net Lease Properties Fund I, LLC

Tupelo, MS · Apr 5, 2021
  • Apr 5, 2021 · D · $2,675,000 sold of $10,000,000 · 21 investors · min. $50,000 · role: Executive Officer (Co-Manager of the Manager of the Issuer.) EDGAR ↗

Raised $2.67M from 21 investors (27% of the $10M target) as of the latest filing. Stephen 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.

GB
Pooled Investment Fund · group: Group linked by Andrew B. Adams

GlassWRX Beaufort QOF, LLC

Oxford, MS · Mar 19, 2021
  • Mar 19, 2021 · D · $0 sold of $4,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

KR
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Kinder Reserve Investors, LLC

Oxford, MS · Jan 27, 2021
  • Jan 27, 2021 · D · $11,220,000 sold of $20,000,000 · 51 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $11.2M from 51 investors (56% of the $20M target) as of the latest filing. Stephen 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: Group linked by Andrew B. Adams

Sabine Clay Investors, LLC

Oxford, MS · Jan 27, 2021
  • Jan 27, 2021 · D · $9,487,500 sold of $15,000,000 · 54 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $9.49M from 54 investors (63% of the $15M target) as of the latest filing. Stephen 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.

BC
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Big Creek Investors, LLC

Oxford, MS · Jan 27, 2021
  • Jan 27, 2021 · D · $16,258,100 sold of $30,000,000 · 94 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $16.3M from 94 investors (54% of the $30M target) as of the latest filing. Stephen 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.

BR
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Bee Rock Investors, LLC

Oxford, MS · Jan 5, 2021
  • Jan 5, 2021 · D · $5,211,200 sold of $10,000,000 · 62 investors · min. $15,000 · role: Executive Officer (Principal of the Manager.) EDGAR ↗

Raised $5.21M from 62 investors (52% of the $10M target) as of the latest filing. Stephen 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.

AT
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Avery Trace Investors, LLC

Oxford, MS · Dec 7, 2020
  • Dec 7, 2020 · D · $0 sold of $10,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

AP
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Allen Pines Investors, LLC

Oxford, MS · Dec 7, 2020
  • Dec 7, 2020 · D · $0 sold of $15,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

CG
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Cumberland Gap Investors, LLC

Oxford, MS · Oct 19, 2020
  • Oct 19, 2020 · D · $0 sold of $10,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

HT
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Hotel Tupelo QOF, LLC

Oxford, MS · Jun 15, 2020
  • Jun 15, 2020 · D · $1,650,000 sold of $4,500,000 · 13 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer) EDGAR ↗

Raised $1.65M from 13 investors (37% of the $4.5M target) as of the latest filing. Stephen 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.

AI
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Ambling Investments II, LLC

Tupelo, MS · Jun 8, 2020
  • Jun 8, 2020 · D · $0 sold of Indefinite · 0 investors · min. $50,000 · role: Executive Officer (Principal of the Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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.

RB
Pooled Investment Fund · group: Group linked by Andrew B. Adams

River Birch Investments, LLC

Tupelo, MS · Jan 7, 2020
  • Jan 7, 2020 · D · $10,066,000 sold of $12,350,000 · 71 investors · min. $25,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $10.1M from 71 investors (82% of the $12.3M target) as of the latest filing. Stephen 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.

CE
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Cypress East Investors, LLC

Oxford, MS · Dec 6, 2019
  • Dec 6, 2019 · D · $12,882,500 sold of $25,000,000 · 58 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $12.9M from 58 investors (52% of the $25M target) as of the latest filing. Stephen 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.

AI
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Ambling Investments, LLC

Tupelo, MS · Oct 22, 2019 → Oct 28, 2019 · 2 filings
  • Oct 28, 2019 · D/A · $1,527,500 sold of $3,250,000 · 14 investors · min. $10,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗
  • Oct 22, 2019 · D · $0 sold of $3,250,000 · 0 investors · min. $10,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $1.53M from 14 investors (47% of the $3.25M target) as of the latest filing. Stephen 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.

SH
Pooled Investment Fund · group: Legacy

Stamps Hollow Investments, LLC

Dexter, MO · Sep 25, 2019
  • Sep 25, 2019 · D · $6,314,352 sold of $8,375,000 · 45 investors · min. $20,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

Raised $6.31M from 45 investors (75% of the $8.38M target) as of the latest filing. Stephen 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.

EC
Manufacturing · group: Group linked by Andrew B. Adams

EX Capital, LLC

Tupelo, MS · Mar 18, 2019 → Apr 24, 2019 · 2 filings
  • Apr 24, 2019 · D/A · $0 sold of $1,325,000 · 0 investors · min. $5,000 · role: Executive Officer (Manager of the Manager of the Issuer) EDGAR ↗
  • Mar 18, 2019 · D · $0 sold of $1,000,000 · 0 investors · min. $10,000 · role: Executive Officer (Manager of the Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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: Manufacturing / 506(b) (1,339 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
Commercial · group: Group linked by Andrew B. Adams

SC Coastal Properties, LLC

Tupelo, MS · Mar 18, 2019
  • Mar 18, 2019 · D · $0 sold of $1,050,000 · 0 investors · min. $10,000 · role: Executive Officer (Manager of the Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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: Commercial / 506(b) (6,713 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.

PC
Other Real Estate · group: Group linked by Andrew B. Adams

Premier Clay Investors, LLC

Oxford, MS · Sep 13, 2018
  • Sep 13, 2018 · D · $0 sold of $18,000,000 · 0 investors · min. $20,000 · role: Executive Officer (Principal of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Stephen 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: Other Real Estate / 506(b) (5,033 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.

SM
Pooled Investment Fund · group: Group linked by Andrew B. Adams

Silas Mine Investments, LLC

Tupelo, MS · Oct 12, 2017 → Jan 2, 2018 · 2 filings
  • Jan 2, 2018 · D/A · $7,800,000 sold of $7,925,000 · 66 investors · min. $10,000 · role: Executive Officer (Manager of the Manager of the Issuer.) EDGAR ↗
  • Oct 12, 2017 · D · $0 sold of $5,767,000 · 0 investors · min. $10,000 · role: Executive Officer (Manager of the Manager of the Issuer.) EDGAR ↗

Raised $7.8M from 66 investors (98% of the $7.92M target) as of the latest filing. Stephen 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 Stephen 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

RC
Management entity

Rubicon Capital, LLC

Executive Officer, Director · 15 shared filings (14 issuers)

Rubicon Capital, LLC is on 14 issuers in total — a repeat sponsor. Their page lists every one.

AP
Management entity

Addicus Private Equity, LLC

Executive Officer · 11 shared filings (8 issuers) · also on 1 other issuer

Addicus Private Equity, LLC is on 9 issuers in total — a repeat sponsor. Their page lists every one.

DR
Management entity

D. Rubicon Capital LLC

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

GP
Management entity

Grove Private Capital, LLC

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

SM
Management entity

Silas Mine Management, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

RP
Management entity

Rubicon PE Management, LLC

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

PS
Management entity

Piedmont Solar Manager LLC

Director · 2 shared filings (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

AC
Management entity

Acadiana Clay Manager, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

GH
Management entity

Granite Harbor Advisors, Inc.

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

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

CV
Management entity

Cypress Vieux Manager, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

AI
Management entity

Ambling IV Investments Manager, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

LL
Management entity

Legacy Land Holdings, Inc.

Executive Officer · 1 shared filing (1 issuer) · also on 22 other issuers

Legacy Land Holdings, Inc. is on 23 issuers in total — a repeat sponsor. Their page lists every one.

PC
Management entity

Premier Clay Management, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

SH
Management entity

Stamps Hollow Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

CE
Management entity

Cypress East Management, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

RB
Management entity

River Birch Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

AT
Management entity

Avery Trace Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

AP
Management entity

Allen Pines Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

CG
Management entity

Cumberland Gap Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

GB
Management entity

GlassWRX Beaufort Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

KR
Management entity

Kinder Reserve Manager, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

SC
Management entity

Sabine Clay Manager, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

BC
Management entity

Big Creek Manager, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

BR
Management entity

Bee Rock Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

RD
Management entity

Rubicon D Rubicon Capital LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

2L
Management entity

222 Loyola QOF Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

DA
Management entity

D. Addicus Private Equity, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

FW
Management entity

Falling Water Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

SP
Management entity

Stokes Plateau Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

CR
Management entity

Clark Range Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

WS
Management entity

Woodbury Solar Manager LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

NS
Management entity

Nolin Sands Manager LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

MH
Management entity

Mysa Hospitality Fund Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

CE
Management entity

Consortium Energy Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Stephen D. Miles. Their page shows their other deals.

The team behind the deals

GL
Sponsor group

Group linked by Andrew B. Adams

60 issuers · 70 filings · $334.6M reported sold · 2017–2026

One team, 60 deal companies. Stephen D. Miles is listed on 53 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 Stephen D. Miles.

L
Sponsor group

Legacy

65 issuers · 91 filings · $451.7M reported sold · 2017–2026

One team, 65 deal companies. Stephen D. Miles is listed on 1 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 Stephen D. Miles.

Same business address

51 other issuers file from the same address (first 50 shown)

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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 1 of the 54 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Cypress Vieux Investors, LLC.

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 Stephen D. Miles 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 54 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Stephen D. Miles is listed on: none on file. No website or social profile named in Nolin Sands Investors, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #169,413 of 374,652 in line (1,386 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 (Oxford, MS). 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) ↗Mississippi state courts — find the court ↗Missouri Case.net ↗

Securities regulators

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

Business registries

Mississippi Secretary of State business search ↗Missouri 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 Stephen D. Miles appears on a new Form D, or when a court case or SEC action is matched to them. See plans →