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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:38 AM ET

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Stephen Davis

Named as an officer, director or promoter on SEC Form D filings · MA · Jan 10, 2018 → Aug 18, 2026

14deals (issuers)
$745.5Mreported sold
1,079investors
17Form D filings
2018–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:26 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Stephen Davis is listed as an executive officer and director on 17 SEC Form D filings by 14 issuers between Jan 2018 and Aug 2026. Largest by amount reported sold: Davis Investment Ventures Fund V-A, L.P. (Boston, MA — pooled investment fund — 2022–2023; $508.1M reported sold to 433 investors), Davis Investment Ventures Fund V-B, L.P. (Boston, MA — pooled investment fund — 2022–2023; $154M reported sold to 49 investors), DIV Galen Investor, L.P. (Boston, MA — commercial — 2024; $38.5M reported sold to 36 investors), DIV Co-Invest Credit Fund, L.P. (Boston, MA — pooled investment fund — 2026; $17.1M reported sold to 11 investors), Davis Investment Ventures Fund V, L.P. (Boston, MA — pooled investment fund — 2022–2023; $16.8M reported sold to 42 investors) and 9 more (all listed below).

What this means That is a lot of deals — 14 separate companies raised money with this person listed as executive officer and director, over about 8 years. Across those companies the filings report $745.5M sold in total.

Listed alongside Jonathan G. Davis (15 shared filings), Cappy Daume (14 shared filings), Quentin Reynolds (14 shared filings), Steve Coyle (14 shared filings), Michael Cantalupa (12 shared filings) and 19 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.

13 of the issuers belong to the sponsor group Davis (38 issuers, $1.92B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Davis has 38 companies on file and $1.92B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 1 SEC release, 6 bankruptcy cases matching the name listed in Key records below.

What this means 7 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 17 public filings for Stephen Davis and found 10 differences: Offering amount changed between filings; No amendment in the last 12 months on an offering that may still be open; 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 Davis has not run yet — it is joining a line of 19,616 names; searches run around the clock at the hosts' allowed rate. Searched so far: 32 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

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, 2:26 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

1 SEC release

Stephen J. Murphy a.k.a. Jack Davis Litigation release
SEC · Apr 22, 1997 · Parties as named in the release: Stephen J. Murphy a.k.a. Jack Davis Read the release ↗
person name, middle initial differs; common name
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 Davis..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

6 cases: 2 open, 4 closed (disposition not in docket feed)

Stephen J Davis and Stephanie A Davis open
United States Bankruptcy Court, D. Massachusetts · No. 24-12209 · Filed Nov 1, 2024
Role of Stephen J Davis and Stephanie A Davis: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 494 federal dockets); 13 people with this name in Form D filings; court in the person's filing state (MA)
Jacqueline L Davis and Stephen M Davis open
United States Bankruptcy Court, D. Massachusetts · No. 23-40884 · Filed Oct 23, 2023
Role of Stephen M Davis: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 494 federal dockets); 13 people with this name in Form D filings; court in the person's filing state (MA)
Stephen G. Davis closed
United States Bankruptcy Court, D. Massachusetts · No. 03-45924 · Filed Oct 14, 2003 · Closed Feb 18, 2004
Role of Stephen G. Davis: Debtor · Outcome: Case closed 2004-02-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 494 federal dockets); 13 people with this name in Form D filings; court in the person's filing state (MA)
Stephen W. Davis closed
United States Bankruptcy Court, D. Massachusetts · No. 02-45823 · Filed Sep 24, 2002 · Closed Apr 7, 2003
Role of Stephen W. Davis: Debtor · Outcome: Case closed 2003-04-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 494 federal dockets); 13 people with this name in Form D filings; court in the person's filing state (MA)
Stephen A. Davis closed
United States Bankruptcy Court, D. Massachusetts · No. 01-14227 · Filed May 21, 2001 · Closed Nov 1, 2001
Role of Stephen A. Davis: Debtor · Outcome: Case closed 2001-11-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 494 federal dockets); 13 people with this name in Form D filings; court in the person's filing state (MA)
Stephen Davis and Roberta Davis closed
United States Bankruptcy Court, D. Massachusetts · No. 88-11249 · Filed Jul 12, 1988 · Closed Oct 26, 1988
Role of Stephen Davis and Roberta Davis: Debtor · Outcome: Case closed 1988-10-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 494 federal dockets); 13 people with this name in Form D filings; court in the person's filing state (MA)
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, 2:26 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

10 differences found between the filings for Stephen Davis (compared 17 filings on Oct 24, 2026)

Note · Feb 23, 2022 – Jun 11, 2024

Offering amount changed between filings — DIV Galen Investor, L.P.

The Feb 23, 2022 filing says $30,000,000 offered; the Jun 11, 2024 Form D/A says $38,458,999.

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) · Feb 23, 2022 ↗Form D/A (later) · Jun 11, 2024 ↗DIV Galen Investor, L.P. — PartnerFacts page ↗
Sources
Note · Aug 15, 2022 – Oct 11, 2023

No amendment in the last 12 months on an offering that may still be open — Davis Investment Ventures Fund V-A, L.P. (latest filing Oct 11, 2023)

The latest filing for this offering is dated Oct 11, 2023 (first sale Aug 15, 2022). It reports $508,095,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Oct 11, 2023 ↗Davis Investment Ventures Fund V-A, L.P. — PartnerFacts page ↗
Sources
Note · Aug 15, 2022 – Oct 11, 2023

No amendment in the last 12 months on an offering that may still be open — Davis Investment Ventures Fund V, L.P. (latest filing Oct 11, 2023)

The latest filing for this offering is dated Oct 11, 2023 (first sale Aug 15, 2022). It reports $16,750,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Oct 11, 2023 ↗Davis Investment Ventures Fund V, L.P. — PartnerFacts page ↗
Sources
Note · Aug 15, 2022 – Oct 11, 2023

No amendment in the last 12 months on an offering that may still be open — Davis Investment Ventures Fund V-B, L.P. (latest filing Oct 11, 2023)

The latest filing for this offering is dated Oct 11, 2023 (first sale Aug 15, 2022). It reports $154,025,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Oct 11, 2023 ↗Davis Investment Ventures Fund V-B, L.P. — PartnerFacts page ↗
Sources
Note · Mar 25, 2025 – Sep 28, 2026

Same name, different state: "Stephen Davis" (A1) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen Davis" with address state A1, is listed on 8 filings — most recently by Frequency Exchange Corp. (Sep 28, 2026). Both records have filings in the same period (Mar 25, 2025 to Aug 18, 2026).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Davis (A1) — PartnerFacts page ↗Form D · Sep 28, 2026 ↗Frequency Exchange Corp. — PartnerFacts page ↗Stephen Davis (MA) — this page ↗
Sources
Note · Jan 25, 2013 – Feb 24, 2026

Same name, different state: "Stephen Davis" (CA) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen Davis" with address state CA, is listed on 23 filings — most recently by Banneker Partners Fund Ill, L.P. (Feb 24, 2026). Both records have filings in the same period (Jan 10, 2018 to Feb 24, 2026).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Davis (CA) — PartnerFacts page ↗Form D/A · Feb 24, 2026 ↗Banneker Partners Fund Ill, L.P. — PartnerFacts page ↗Stephen Davis (MA) — this page ↗
Sources
Note · Jan 21, 2010 – Oct 19, 2010

Same name, different state: "Stephen Davis" (TX) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen Davis" with address state TX, is listed on 5 filings — most recently by RESEARCH NOW GROUP INC (Oct 19, 2010). The two records do not overlap in time: this page runs Jan 10, 2018 to Aug 18, 2026; the other runs Jan 21, 2010 to Oct 19, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Davis (TX) — PartnerFacts page ↗Form D/A · Oct 19, 2010 ↗RESEARCH NOW GROUP INC — PartnerFacts page ↗Stephen Davis (MA) — this page ↗
Sources
Note · Apr 16, 2010

Same name, different state: "Stephen Davis" (NJ) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen Davis" with address state NJ, is listed on 1 filing — most recently by Midawi Holdings Inc (Apr 16, 2010). The two records do not overlap in time: this page runs Jan 10, 2018 to Aug 18, 2026; the other has one filing dated Apr 16, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Davis (NJ) — PartnerFacts page ↗Form D · Apr 16, 2010 ↗Midawi Holdings Inc — PartnerFacts page ↗Stephen Davis (MA) — this page ↗
Sources
Note · Jan 12, 2010

Same name, different state: "Stephen Davis" (PA) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen Davis" with address state PA, is listed on 1 filing — most recently by BioLeap, Inc. (Jan 12, 2010). The two records do not overlap in time: this page runs Jan 10, 2018 to Aug 18, 2026; the other has one filing dated Jan 12, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Davis (PA) — PartnerFacts page ↗Form D · Jan 12, 2010 ↗BioLeap, Inc. — PartnerFacts page ↗Stephen Davis (MA) — this page ↗
Sources
Note · Feb 23, 2022 – Jun 11, 2024

Minimum investment changed between filings — DIV Galen Investor, L.P.

The Feb 23, 2022 filing lists a minimum of $50,000; the Jun 11, 2024 Form D/A lists $25,000.

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

Form D (earlier) · Feb 23, 2022 ↗Form D/A (later) · Jun 11, 2024 ↗DIV Galen Investor, L.P. — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

4 of 14 offerings report sales commissions totalling $25,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 18, 2026 D
DIV Co-Invest Credit Fund, L.P.
File 021-594620
$0$0$0 (est.)
The GP or certain affiliates of the GP may receive payments deemed to be made from the proceeds of the offering including management fees and/or carried interest. The amount of such fees and carried interest cannot be estimated at this time.
None listed on this filingEDGAR ↗
Jan 2, 2025 D
Galen Street REIT, LLC
File 021-533971
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Aug 2, 2024 D
DIV REIT V, LLC
File 021-520412
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jun 11, 2024 D/A
DIV Galen Investor, L.P.
File 021-434648
$0$0$0None listed on this filingEDGAR ↗
Feb 1, 2024 D/A
DIV REIT IV, LLC
File 021-374694
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 11, 2023 D/A
Davis Investment Ventures Fund V, L.P.
File 021-456423
$0$0$0
An affiliate of the general partner of the Issuer will receive an annual management fee.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Oct 11, 2023 D/A
Davis Investment Ventures Fund V-A, L.P.
File 021-456564
$0$0$0
An affiliate of the general partner of the Issuer will receive an annual management fee.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Oct 11, 2023 D/A
Davis Investment Ventures Fund V-B, L.P.
File 021-456635
$0$0$0
An affiliate of the general partner of the Issuer will receive an annual management fee.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Aug 15, 2023 D
Davis Investment Ventures Fund V-C, L.P.
File 021-489698
$0$0$0
An affiliate of the general partner of the Issuer will receive an annual management fee.
Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)

Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)
EDGAR ↗
Oct 12, 2021 D
DIV WEST 29TH STREET REIT, LLC
File 021-416539
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jul 17, 2019 D
Davis Investment Ventures Fund IV, L.P.
File 021-344535
$0$0$0
The Issuer will pay a management fee to its investment manager.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Jul 17, 2019 D
Davis Investment Ventures Fund IV-B, L.P.
File 021-344529
$0$0$0
The Issuer will pay a management fee to its investment manager.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Jul 17, 2019 D
Davis Investment Ventures Fund IV-A, L.P.
File 021-344531
$0$0$0
The Issuer will pay a management fee to its investment manager.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Jan 10, 2018 D
FloDesign Sonics, Inc.
File 021-302839
$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 14

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

DC
Pooled Investment Fund · group: Davis

DIV Co-Invest Credit Fund, L.P.

Boston, MA · Aug 18, 2026
  • Aug 18, 2026 · D · $17,100,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $17.1M from 11 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: 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.

GS
REITS and Finance · group: Davis

Galen Street REIT, LLC

Boston, MA · Jan 2, 2025
  • Jan 2, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K 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: REITS and Finance / 506(b) (3,490 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.

DR
REITS and Finance · group: Davis

DIV REIT V, LLC

Boston, MA · Aug 2, 2024
  • Aug 2, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K 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: REITS and Finance / 506(b) (3,490 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.

DG
Commercial · group: Davis

DIV Galen Investor, L.P.

Boston, MA · Jun 11, 2024
  • Jun 11, 2024 · D/A · $38,458,999 sold of $38,458,999 · 36 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $38.5M from 36 investors (100% of the $38.5M 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: 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.

DR
REITS and Finance · group: Davis

DIV REIT IV, LLC

Boston, MA · Feb 1, 2024
  • Feb 1, 2024 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K 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: REITS and Finance / 506(b) (3,490 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.

DI
Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund V-B, L.P.

Boston, MA · Aug 23, 2022 → Oct 11, 2023 · 2 filings
  • Oct 11, 2023 · D/A · $154,025,000 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 23, 2022 · D · $67,250,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $154M from 49 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(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.

DI
Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund V-A, L.P.

Boston, MA · Aug 22, 2022 → Oct 11, 2023 · 2 filings
  • Oct 11, 2023 · D/A · $508,095,000 sold of Indefinite · 433 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 22, 2022 · D · $342,197,500 sold of Indefinite · 268 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $508.1M from 433 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(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.

DI
Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund V, L.P.

Boston, MA · Aug 22, 2022 → Oct 11, 2023 · 2 filings
  • Oct 11, 2023 · D/A · $16,750,000 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 22, 2022 · D · $11,800,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $16.8M from 42 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(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.

DI
Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund V-C, L.P.

Boston, MA · Aug 15, 2023
  • Aug 15, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer 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.

DW
REITS and Finance · group: Davis

DIV WEST 29TH STREET REIT, LLC

Boston, MA · Oct 12, 2021
  • Oct 12, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K 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: REITS and Finance / 506(b) (3,490 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.

DI
Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund IV, L.P.

Boston, MA · Jul 17, 2019
  • Jul 17, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer 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.

DI
Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund IV-A, L.P.

Boston, MA · Jul 17, 2019
  • Jul 17, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer 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.

DI
Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund IV-B, L.P.

Boston, MA · Jul 17, 2019
  • Jul 17, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer 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.

FS
Other Technology

FloDesign Sonics, Inc.

Wilbraham, MA · Jan 10, 2018
  • Jan 10, 2018 · D · $6,218,582 sold of $6,218,582 · 8 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $10.6M from 8 investors (100% of the $6.22M target) as of the latest filing. Stephen is listed as director.

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 Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (12)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Stephen Davis — CA, 17 issuers, Jan 25, 2013 → Feb 24, 2026 · no shared issuer
  • Stephen Davis — MD, NY, WA, 4 issuers, Feb 28, 2011 → Sep 22, 2021 · no shared issuer
  • Stephen M. Davis — MA, 4 issuers, Apr 3, 2012 → Oct 23, 2014 · no shared issuer
  • Stephen J. Davis — CA, 2 issuers, May 2, 2011 → Jun 29, 2012 · no shared issuer
  • Stephen Davis — British Columbia, Canada (as filed: A1), 1 issuer, Mar 25, 2025 → Sep 28, 2026 · no shared issuer
  • Stephen Davis — TX, 1 issuer, Jan 21, 2010 → Oct 19, 2010 · no shared issuer
  • Stephen Davis — PA, 1 issuer, Jan 12, 2010 → Jan 12, 2010 · no shared issuer
  • Stephen Davis — NJ, 1 issuer, Apr 16, 2010 → Apr 16, 2010 · no shared issuer
  • STEPHEN DAVIS — Quebec, Canada (as filed: A8), 1 issuer, Dec 17, 2018 → Dec 17, 2018 · no shared issuer
  • Stephen Davis — CO, 1 issuer, Feb 25, 2020 → Mar 31, 2021 · no shared issuer
  • Stephen L. Davis — SC, 1 issuer, Jul 13, 2021 → Jul 13, 2021 · no shared issuer
  • STEPHEN R. DAVIS — CA, 1 issuer, Aug 10, 2012 → Aug 10, 2012 · no shared issuer

People around Stephen 24

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

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

Jonathan G. Davis

Executive Officer · 15 shared filings (12 issuers) · also on 26 other issuers

Jonathan G. Davis is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

Quentin Reynolds

Executive Officer · 14 shared filings (11 issuers)

Quentin Reynolds is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Steve Coyle

Executive Officer · 14 shared filings (11 issuers)

Steve Coyle is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Cappy Daume

Executive Officer · 14 shared filings (11 issuers)

Cappy Daume is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Cantalupa

Executive Officer · 12 shared filings (9 issuers)

Michael Cantalupa is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert Kubica

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

Robert Kubica is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark Smith

Executive Officer · 11 shared filings (8 issuers) · also on 3 other issuers

Mark Smith is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Josh Israel

Executive Officer · 8 shared filings (8 issuers)

Josh Israel is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Leslie Cohen

Executive Officer · 8 shared filings (8 issuers)

Leslie Cohen is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Ravi Ragnauth

Executive Officer · 7 shared filings (7 issuers) · also on 2 other issuers

Ravi Ragnauth is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Richard J. McCready

Executive Officer · 4 shared filings (4 issuers) · also on 7 other issuers

Richard J. McCready is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Larry Lenrow

Executive Officer · 3 shared filings (3 issuers) · also on 9 other issuers

Larry Lenrow is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Fallon

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

Brian Fallon is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert A. Kubica

Executive Officer · 3 shared filings (3 issuers)

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

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

Bart Lipkens

Executive Officer, Director · 1 shared filing (1 issuer)

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

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

Stanley Kowalski

Executive Officer, Director · 1 shared filing (1 issuer)

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

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

James Waters

Director · 1 shared filing (1 issuer)

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

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

Boris Ryabov

Director · 1 shared filing (1 issuer) · also on 1 other issuer

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

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

Kevin Delbridge

Director · 1 shared filing (1 issuer) · also on 1 other issuer

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

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

Michael Harsh

Director · 1 shared filing (1 issuer)

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

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

Robert Roy

Director · 1 shared filing (1 issuer) · also on 1 other issuer

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

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

Daniella Kranjac

Director · 1 shared filing (1 issuer)

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

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

Robert 02110 Kubica

Executive Officer · 1 shared filing (1 issuer)

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

The team behind the deals

D
Sponsor group

Davis

38 issuers · 58 filings · $1.92B reported sold · 2009–2026

One team, 38 deal companies. Stephen Davis is listed on 13 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 Davis.

Same business address

36 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

None of the 14 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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 Davis 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 14 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Stephen Davis is listed on: none on file. No website or social profile named in Davis Investment Ventures Fund V-A, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #115,947 of 374,652 in line (53 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 (Boston, MA). 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) ↗Massachusetts MassCourts ↗

Securities regulators

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

Business registries

Massachusetts Secretary of State business search ↗OpenCorporates ↗

Change history

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