PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:21 AM ET

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William Harrison Junell

Named as an officer, director or promoter on SEC Form D filings · TX · Jun 3, 2016 → May 11, 2026

54deals (issuers)
$210.1Mreported sold
1,658investors
67Form D filings
2016–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

William Harrison Junell is listed as an executive officer and director on 67 SEC Form D filings by 54 issuers between Jun 2016 and May 2026. Largest by amount reported sold: SEP Digital Infrastructure Yield Fund IV, LP (Houston, TX — pooled investment fund — 2025; $26.4M reported sold to 95 investors), SAGE EQUITY PARTNERS WRIVERWALK, LP (Houston, TX — pooled investment fund — 2019; $11M reported sold to 82 investors), Sage Equity Partners WAnn, LP (Houston, TX — pooled investment fund — 2018; $10M reported sold to 58 investors), SEP Liberty Hill, LP (Houston, TX — pooled investment fund — 2025; $8.16M reported sold to 59 investors), SEP ATM, LP (Houston, TX — pooled investment fund — 2022; $8.01M reported sold to 58 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 and director, over about 10 years. Across those companies the filings report $210.1M sold in total.

Listed alongside Sage Equity Partners GP II, LLC (8 shared filings, management entity), Sage Equity Partners GP, LLC (8 shared filings, management entity), Sage Equity Partners GP IV, LLC (7 shared filings, management entity), Sage Equity Partners GP V, LLC (7 shared filings, management entity), Carlos Ursua (5 shared filings) and 30 others.

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

53 of the issuers belong to the sponsor group Sage (53 issuers, $203M reported sold, 2017–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Sage has 53 companies on file and $203M 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) — 6 court cases matching the name, 19 bankruptcy cases matching the name listed in Key records below.

What this means 25 records came back, including 1 court case still open — open cases can take years and cost money. 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 67 public filings for William Harrison Junell and found 4 differences, 1 worth asking the sponsor about: 11 Form Ds were filed more than 15 days after the first sale; 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 William Harrison Junell has not run yet — it is joining a line of 13,791 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 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

6 cases: 1 open, 2 closed (disposition not in docket feed), 3 dismissed

McWilliams v. Junell & Associates, PLLC open
District Court, D. Kansas · No. 2:25-cv-02525 · Filed Sep 9, 2025
Role of Junell & Associates, PLLC: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in KS (not a filing state)
Junell v. Juul Labs, Inc. closed
District Court, N.D. California · No. 3:22-cv-07563 · Filed Dec 1, 2022 · Closed Aug 28, 2024
Role of Junell: Plaintiff · Outcome: Terminated 2024-08-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in CA (not a filing state)
Junell v. Asset Acceptance LLC dismissed
District Court, N.D. Alabama · No. 2:13-cv-00096 · Filed Jan 15, 2013 · Closed Apr 3, 2013 · Nature of suit: 480 Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of Junell: Plaintiff · Outcome: Terminated 2013-04-03 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in AL (not a filing state)
Junell v. LVNV Funding LLC dismissed
District Court, N.D. Alabama · No. 2:12-cv-02642 · Filed Aug 6, 2012 · Closed May 20, 2013 · Nature of suit: 480 Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of Junell: Plaintiff · Outcome: Terminated 2013-05-20 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in AL (not a filing state)
AMERICAN AGIP CO. v. JUNELL CORP. dismissed
District Court, D. New Jersey · No. 1:97-cv-04028 · Filed Aug 4, 1997 · Closed Jul 8, 1999 · Nature of suit: 190 Other contract actions
Role of JUNELL CORP.: Defendant · Outcome: Terminated 1999-07-08 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in NJ (not a filing state)
American Agip Co. v. Junell Corp. closed
District Court, S.D. New York · No. 1:97-cv-04945 · Filed Jul 7, 1997 · Closed Jul 23, 1997 · Nature of suit: 190 Other contract actions
Role of Junell Corp.: Defendant · Outcome: Terminated 1997-07-23 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in NY (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

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 William Harrison Junell..

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

19 cases: 19 closed (disposition not in docket feed)

Scott Chase and Junell Chase closed
United States Bankruptcy Court, N.D. Iowa · No. 21-00359 · Filed Apr 26, 2021 · Closed Aug 4, 2021
Role of Scott Chase and Junell Chase: Debtor · Outcome: Case closed 2021-08-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in IA (not a filing state)
PIC Sentry Rail Inc and Jack S Junell closed
United States Bankruptcy Court, W.D. Washington · No. 15-14152 · Filed Jul 8, 2015 · Closed Dec 22, 2016
Role of PIC Sentry Rail Inc and Jack S Junell: Debtor · Outcome: Case closed 2016-12-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); different first name (jack); court in WA (not a filing state)
Gary William Erickson and Junell Fay Erickson closed
United States Bankruptcy Court, D. Minnesota · No. 13-50606 · Filed Jul 9, 2013 · Closed Dec 2, 2014
Role of Gary William Erickson and Junell Fay Erickson: Debtor · Outcome: Case closed 2014-12-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in MN (not a filing state)
Junell Hill and James Hill closed
United States Bankruptcy Court, D. Oregon · No. 10-34949 · Filed May 27, 2010 · Closed Oct 14, 2015
Role of Junell Hill and James Hill: Debtor · Outcome: Case closed 2015-10-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in OR (not a filing state)
Jerry Allen Vaughn and Junell Louise Vaughn closed
United States Bankruptcy Court, W.D. Missouri · No. 09-30272 · Filed Mar 27, 2009 · Closed Aug 10, 2009
Role of Jerry Allen Vaughn and Junell Louise Vaughn: Debtor · Outcome: Case closed 2009-08-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in MO (not a filing state)
Junell & Edwina, Inc. closed
United States Bankruptcy Court, E.D. Texas · No. 05-46410 · Filed Oct 9, 2005 · Closed Aug 6, 2008
Role of Junell & Edwina, Inc.: Debtor · Outcome: Case closed 2008-08-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in the person's filing state (TX)
Peter James Norris and Junell Lori Norris closed
United States Bankruptcy Court, D. Kansas · No. 05-42092 · Filed Jun 29, 2005 · Closed Aug 1, 2008
Role of Peter James Norris and Junell Lori Norris: Debtor · Outcome: Case closed 2008-08-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in KS (not a filing state)
Andrea Junell Clark closed
United States Bankruptcy Court, N.D. Ohio · No. 03-54806 · Filed Sep 18, 2003 · Closed Oct 19, 2004
Role of Andrea Junell Clark: Debtor · Outcome: Case closed 2004-10-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); different first name (andrea); court in OH (not a filing state)
Jayson Junell Wilson and Dawn Lee Wilson closed
United States Bankruptcy Court, W.D. Michigan · No. 02-13214 · Filed Nov 22, 2002 · Closed May 30, 2003
Role of Jayson Junell Wilson and Dawn Lee Wilson: Debtor · Outcome: Case closed 2003-05-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); different first name (jayson); court in MI (not a filing state)
Jason Tyler Scott and Julie Junell Scott closed
United States Bankruptcy Court, N.D. Texas · No. 00-20431 · Filed Apr 18, 2000 · Closed Sep 14, 2000
Role of Jason Tyler Scott and Julie Junell Scott: Debtor · Outcome: Case closed 2000-09-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); different first name (julie); court in the person's filing state (TX)
Craig O Williams and Junell Williams closed
United States Bankruptcy Court, D. Idaho · No. 00-40118 · Filed Jan 28, 2000 · Closed Aug 29, 2000
Role of Craig O Williams and Junell Williams: Debtor · Outcome: Case closed 2000-08-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in ID (not a filing state)
Joseph E. Cunningham and Junell Cunningham closed
United States Bankruptcy Court, W.D. Louisiana · No. 99-21410 · Filed Dec 28, 1999 · Closed Apr 26, 2000
Role of Joseph E. Cunningham and Junell Cunningham: Debtor · Outcome: Case closed 2000-04-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in LA (not a filing state)
Kenneth Gavin Lee and Wendy Junell Heape Lee closed
United States Bankruptcy Court, D. South Carolina · No. 98-03061 · Filed Apr 8, 1998 · Closed Jul 28, 1998
Role of Kenneth Gavin Lee and Wendy Junell Heape Lee: Debtor · Outcome: Case closed 1998-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); different first name (wendy); court in SC (not a filing state)
STEVEN A JOHNSON and JUNELL E JOHNSON closed
United States Bankruptcy Court, E.D. Washington · No. 97-03318 · Filed Jun 17, 1997 · Closed Sep 29, 1997
Role of STEVEN A JOHNSON and JUNELL E JOHNSON: Debtor · Outcome: Case closed 1997-09-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in WA (not a filing state)
Kenneth Gavin Lee and Wendy Junell Heape Lee closed
United States Bankruptcy Court, D. South Carolina · No. 97-02534 · Filed Mar 24, 1997 · Closed May 30, 1997
Role of Kenneth Gavin Lee and Wendy Junell Heape Lee: Debtor · Outcome: Case closed 1997-05-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); different first name (wendy); court in SC (not a filing state)
Kenneth Gavin Lee and Wendy Junell Heape Lee closed
United States Bankruptcy Court, D. South Carolina · No. 95-77150 · Filed Dec 20, 1995 · Closed Dec 9, 1996
Role of Kenneth Gavin Lee and Wendy Junell Heape Lee: Debtor · Outcome: Case closed 1996-12-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); different first name (wendy); court in SC (not a filing state)
Michael Bishop and Junell Bishop closed
United States Bankruptcy Court, D. North Dakota · No. 95-31273 · Filed Dec 20, 1995 · Closed Apr 10, 1996
Role of Michael Bishop and Junell Bishop: Debtor · Outcome: Case closed 1996-04-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); surname only in the caption; court in ND (not a filing state)
Kenneth Gavin Lee and Wendy Junell Heape Lee closed
United States Bankruptcy Court, D. South Carolina · No. 95-73508 · Filed Jul 3, 1995 · Closed Feb 14, 1996
Role of Kenneth Gavin Lee and Wendy Junell Heape Lee: Debtor · Outcome: Case closed 1996-02-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); different first name (wendy); court in SC (not a filing state)
Walter Thomas and Dorothea Junell Thomas closed
United States Bankruptcy Court, E.D. Tennessee · No. 1:91-bk-15789 · Filed Dec 9, 1991 · Closed Jun 4, 1992
Role of Walter Thomas and Dorothea Junell Thomas: Debtor · Outcome: Case closed 1992-06-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 33 federal dockets); different first name (dorothea); court in TN (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 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

4 differences found between the filings for William Harrison Junell — 1 worth asking about (compared the newest 50 of 67 filings on Oct 24, 2026; older filings not covered)

Worth asking · Mar 15, 2016 – May 11, 2026

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

Form D filed 3,391 days after the first sale — Sage Equity Partners DPS II, LP · Form D filed 3,709 days after the first sale — Sage Equity Partners Northshore Marina I, LP · Form D filed 3,587 days after the first sale — Sage Equity Partners Pinchal I, LP · Form D filed 3,616 days after the first sale — Sage Equity Partners DPS I, LP · Form D filed 83 days after the first sale — NHIC Holdings, LLC · and 6 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 11, 2026 ↗Sage Equity Partners DPS II, LP — PartnerFacts page ↗Form D · May 11, 2026 ↗Sage Equity Partners Northshore Marina I, LP — PartnerFacts page ↗
Sources
Note · May 22, 2019 – Oct 16, 2023

7 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 — SEP Element FL, LP (latest filing Oct 16, 2023) · No amendment in the last 12 months on an offering that may still be open — SEP Tomball, LP (latest filing May 19, 2022) · No amendment in the last 12 months on an offering that may still be open — SEP Cherry Creek, LP (latest filing Mar 11, 2022) · No amendment in the last 12 months on an offering that may still be open — SEP Golden Corral Humble, LP (latest filing Jan 14, 2022) · No amendment in the last 12 months on an offering that may still be open — SEP Industrial III, LP (latest filing Nov 17, 2021) · and 2 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 · Oct 16, 2023 ↗SEP Element FL, LP — PartnerFacts page ↗Form D · May 19, 2022 ↗SEP Tomball, LP — PartnerFacts page ↗
Sources
Note · Jan 14, 2022

Formed in 2022 per the latest filing, but activity is dated 2021 — SEP Golden Corral Humble, LP

The issuer's latest filing says it was formed in 2022. The Jan 14, 2022 filing says the first sale was Dec 31, 2021 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Form D · Jan 14, 2022 ↗SEP Golden Corral Humble, LP — PartnerFacts page ↗
Sources
Note · Nov 2, 2020

Formed in 2025 per the latest filing, but activity is dated 2020 — SEP MBH, LP

The issuer's latest filing says it was formed in 2025. The Nov 2, 2020 filing says the first sale was Oct 29, 2020 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Form D · Nov 2, 2020 ↗SEP MBH, LP — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 67 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 61 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 11, 2026 D
SEP Fry LP
File 021-583604
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners DPS I, LP
File 021-583560
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners Pinchal I, LP
File 021-583554
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners Northshore Marina I, LP
File 021-583579
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners Sandy Creek, LP
File 021-583592
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D
Sage Equity Partners DPS II, LP
File 021-583562
$0$0$0None listed on this filingEDGAR ↗
Jan 20, 2026 D
SEP Dripping Springs, LP
File 021-570418
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2025 D
SEP Digital Infrastructure Yield Fund IV, LP
File 021-563197
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2025 D
SEP MBH, LP
File 021-560232
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2025 D
SEP Evanston, LP
File 021-560233
$0$0$0None listed on this filingEDGAR ↗
Sep 17, 2025 D
SEP Palmer, LP
File 021-557750
$0$0$0None listed on this filingEDGAR ↗
Sep 17, 2025 D
SEP DEERBROOK, LP
File 021-557747
$0$0$0None listed on this filingEDGAR ↗
Apr 11, 2025 D
SEP GPIF IV, LP
File 021-543450
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2025 D
SEP Liberty Hill, LP
File 021-537120
$0$0$0None listed on this filingEDGAR ↗
Nov 4, 2024 D/A
SEP River Valley, LP
File 021-528606
$0$0$0None listed on this filingEDGAR ↗
Oct 3, 2024 D
SEP Greyhound Dev II, LP
File 021-525770
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2024 D
SEP Formation 10 Dev, LP
File 021-516340
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2024 D
SEP Industrial V, LP
File 021-510015
$0$0$0None listed on this filingEDGAR ↗
Feb 12, 2024 D
Sage Opportunity Fund, LP
File 021-504962
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2024 D
SEP Bryan Retail Dev, LP
File 021-501533
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2023 D
SEP Galveston, LP
File 021-494802
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2023 D
SEP Element FL, LP
File 021-494797
$0$0$0None listed on this filingEDGAR ↗
Aug 29, 2023 D
SEP Element FL, LP
File 021-490950
$0$0$0None listed on this filingEDGAR ↗
May 23, 2023 D
SEP Galveston, LP
File 021-482353
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2023 D
SEP Colonnade, LP
File 021-477094
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2023 D
SEP Heights Retail, LP
File 021-475656
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2023 D
SEP Element BA LP
File 021-471765
$0$0$0None listed on this filingEDGAR ↗
Dec 16, 2022 D
SEP KM Denver LP
File 021-467715
$0$0$0None listed on this filingEDGAR ↗
Nov 29, 2022 D
SEP Industrial IV LP
File 021-466053
$0$0$0None listed on this filingEDGAR ↗
Nov 1, 2022 D
SEP Greyhound Dev, LP
File 021-463464
$0$0$0None listed on this filingEDGAR ↗
Sep 29, 2022 D
SEP ATM, LP
File 021-460291
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2022 D
SEP Chenal, LP
File 021-458534
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2022 D
SEP PSS, LP
File 021-453552
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2022 D
SEP Pearland SC, LP
File 021-453553
$0$0$0None listed on this filingEDGAR ↗
May 19, 2022 D
SEP Tomball, LP
File 021-446271
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2022 D
SEP Cherry Creek, LP
File 021-436937
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2022 D
SEP Golden Corral Humble, LP
File 021-429488
$0$0$0None listed on this filingEDGAR ↗
Nov 17, 2021 D/A
SEP Industrial III, LP
File 021-421263
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2021 D
SEP New Forest, LP
File 021-420003
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2021 D
SEP AH, LP
File 021-408345
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2021 D
Sage Opportunity Yield Fund I, LP
File 021-393445
$0$0$0None listed on this filingEDGAR ↗
Mar 23, 2021 D
SEP Pillars59, LP
File 021-393099
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2021 D
SEP MMYC, LP
File 021-386027
$0$0$0None listed on this filingEDGAR ↗
Nov 2, 2020 D
SEP MBH, LP
File 021-379435
$0$0$0None listed on this filingEDGAR ↗
Nov 13, 2019 D
Sage Equity Partners Brice, LP
File 021-353268
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2019 D
Sage Equity Partners AV Marina, LP
File 021-350477
$0$0$0None listed on this filingEDGAR ↗
Aug 26, 2019 D
Sage Equity Partners PCO Columbus, LP
File 021-347352
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2019 D
NHIC Holdings, LLC
File 021-346371
$0$0$0None listed on this filingEDGAR ↗
May 30, 2019 D
SAGE EQUITY PARTNERS WRIVERWALK, LP
File 021-340720
$0$0$0None listed on this filingEDGAR ↗
May 8, 2019 D
Sage Equity Partners NH, LP
File 021-339051
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2019 D
Sage Equity Partners WGrand, LP
File 021-332891
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2019 D/A
Sage Equity Partners BP, LP
File 021-314278
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2018 D
NHIC Holdings, LLC
File 021-327044
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2018 D
NHIC Holdings, LLC
File 021-327052
$0$0$0None listed on this filingEDGAR ↗
Nov 19, 2018 D/A
Sage Equity Partners Sirata Beach, LP
File 021-293137
$0$0$0
The General Partner and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Nov 19, 2018 D/A
Sage Equity Partners WAnn, LP
File 021-309350
$0$0$0
The General Partner and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Nov 19, 2018 D/A
Sage Equity Partners WH, LP
File 021-297767
$0$0$0
The General Partner and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Nov 19, 2018 D/A
Sage Equity Partners Surfside Beach Marina, LP
File 021-303964
$0$0$0
The General Partner and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Nov 13, 2018 D
Sage Equity Partners CS, LP
File 021-325693
$0$0$0None listed on this filingEDGAR ↗
Jan 30, 2017 D
NHIC Holdings, LLC
File 021-279600
$0$0$0None listed on this filingEDGAR ↗
Jun 3, 2016 D
NHIC Holdings, LLC
File 021-264325
$0$0$0
N/A
None listed on this filingEDGAR ↗

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

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

Deals 54

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

SF
Pooled Investment Fund · group: Sage

SEP Fry LP

Houston, TX · May 11, 2026
  • May 11, 2026 · D · $3,090,000 sold of $3,090,000 · 17 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.09M from 17 investors (100% of the $3.09M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners Sandy Creek, LP

Houston, TX · May 11, 2026
  • May 11, 2026 · D · $1,200,000 sold of $1,200,000 · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.2M from 5 investors (100% of the $1.2M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners Northshore Marina I, LP

Houston, TX · May 11, 2026
  • May 11, 2026 · D · $1,872,135 sold of $1,872,135 · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.87M from 6 investors (100% of the $1.87M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners DPS II, LP

Houston, TX · May 11, 2026
  • May 11, 2026 · D · $1,475,000 sold of $1,475,000 · 10 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.48M from 10 investors (100% of the $1.48M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners DPS I, LP

Houston, TX · May 11, 2026
  • May 11, 2026 · D · $1,212,000 sold of $1,212,000 · 11 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.21M from 11 investors (100% of the $1.21M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners Pinchal I, LP

Houston, TX · May 11, 2026
  • May 11, 2026 · D · $998,082 sold of $998,082 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $998K from 8 investors (100% of the $998K target) as of the latest filing. William 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.

SD
Pooled Investment Fund · group: Sage

SEP Dripping Springs, LP

Houston, TX · Jan 20, 2026
  • Jan 20, 2026 · D · $3,785,000 sold of $3,785,000 · 27 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.79M from 27 investors (100% of the $3.79M target) as of the latest filing. William 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.

SD
Pooled Investment Fund · group: Sage

SEP Digital Infrastructure Yield Fund IV, LP

Houston, TX · Nov 5, 2025
  • Nov 5, 2025 · D · $26,385,000 sold of $26,385,000 · 95 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $26.4M from 95 investors (100% of the $26.4M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

SEP Evanston, LP

Houston, TX · Oct 9, 2025
  • Oct 9, 2025 · D · $3,415,000 sold of $3,415,000 · 29 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.42M from 29 investors (100% of the $3.42M target) as of the latest filing. William 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.

SM
Pooled Investment Fund · group: Sage

SEP MBH, LP

Houston, TX · Nov 2, 2020 → Oct 9, 2025 · 2 filings
  • Oct 9, 2025 · D · $6,190,102 sold of $6,190,102 · 35 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 2, 2020 · D · $1,175,000 sold of $1,175,000 · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $6.19M from 35 investors (100% of the $6.19M target) as of the latest filing. William 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.

SP
Pooled Investment Fund · group: Sage

SEP Palmer, LP

Houston, TX · Sep 17, 2025
  • Sep 17, 2025 · D · $4,775,000 sold of $4,775,000 · 48 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.78M from 48 investors (100% of the $4.78M target) as of the latest filing. William 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.

SD
Pooled Investment Fund · group: Sage

SEP DEERBROOK, LP

Houston, TX · Sep 17, 2025
  • Sep 17, 2025 · D · $2,616,950 sold of $2,616,950 · 29 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.62M from 29 investors (100% of the $2.62M target) as of the latest filing. William 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.

SG
Pooled Investment Fund · group: Sage

SEP GPIF IV, LP

Houston, TX · Apr 11, 2025
  • Apr 11, 2025 · D · $2,000,000 sold of $2,000,000 · 11 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2M from 11 investors (100% of the $2M target) as of the latest filing. William 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.

SL
Pooled Investment Fund · group: Sage

SEP Liberty Hill, LP

Houston, TX · Feb 3, 2025
  • Feb 3, 2025 · D · $8,162,500 sold of $8,162,500 · 59 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $8.16M from 59 investors (100% of the $8.16M target) as of the latest filing. William 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.

SR
Pooled Investment Fund · group: Sage

SEP River Valley, LP

Houston, TX · Nov 4, 2024 → Nov 4, 2024 · 2 filings
  • Nov 4, 2024 · D/A · $5,155,000 sold of $5,155,000 · 46 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 4, 2024 · D · $5,155,000 sold of $5,155,000 · 46 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $5.16M from 46 investors (100% of the $5.16M target) as of the latest filing. William 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.

SG
Pooled Investment Fund · group: Sage

SEP Greyhound Dev II, LP

Houston, TX · Oct 3, 2024
  • Oct 3, 2024 · D · $950,000 sold of $950,000 · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $950K from 9 investors (100% of the $950K target) as of the latest filing. William 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.

SF
Pooled Investment Fund · group: Sage

SEP Formation 10 Dev, LP

Houston, TX · Jun 18, 2024
  • Jun 18, 2024 · D · $3,025,000 sold of $3,025,000 · 23 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.02M from 23 investors (100% of the $3.02M target) as of the latest filing. William 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.

SI
Pooled Investment Fund · group: Sage

SEP Industrial V, LP

Houston, TX · Apr 9, 2024
  • Apr 9, 2024 · D · $1,192,500 sold of $1,192,500 · 11 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.19M from 11 investors (100% of the $1.19M target) as of the latest filing. William 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.

SO
Pooled Investment Fund · group: Sage

Sage Opportunity Fund, LP

Houston, TX · Feb 12, 2024
  • Feb 12, 2024 · D · $5,625,000 sold of $5,625,000 · 52 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $5.63M from 52 investors (100% of the $5.63M target) as of the latest filing. William 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.

SB
Pooled Investment Fund · group: Sage

SEP Bryan Retail Dev, LP

Houston, TX · Jan 4, 2024
  • Jan 4, 2024 · D · $1,810,000 sold of $1,810,000 · 28 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.81M from 28 investors (100% of the $1.81M target) as of the latest filing. William 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.

SG
Pooled Investment Fund · group: Sage

SEP Galveston, LP

Houston, TX · May 23, 2023 → Oct 16, 2023 · 2 filings
  • Oct 16, 2023 · D · $770,000 sold of $770,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 23, 2023 · D · $2,755,000 sold of $2,755,000 · 32 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.75M from 32 investors (100% of the $770K target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

SEP Element FL, LP

Houston, TX · Aug 29, 2023 → Oct 16, 2023 · 2 filings
  • Oct 16, 2023 · D · $0 sold of $150,000 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 29, 2023 · D · $1,512,500 sold of $1,512,500 · 19 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.51M from 19 investors (100% of the $150K target) as of the latest filing. William 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.

SC
Pooled Investment Fund · group: Sage

SEP Colonnade, LP

Houston, TX · Mar 28, 2023
  • Mar 28, 2023 · D · $1,710,000 sold of $1,710,000 · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.71M from 20 investors (100% of the $1.71M target) as of the latest filing. William 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.

SH
Pooled Investment Fund · group: Sage

SEP Heights Retail, LP

Houston, TX · Mar 13, 2023
  • Mar 13, 2023 · D · $4,935,000 sold of $4,935,000 · 45 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.93M from 45 investors (100% of the $4.93M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

SEP Element BA LP

Houston, TX · Jan 26, 2023
  • Jan 26, 2023 · D · $4,720,000 sold of $4,720,000 · 41 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.72M from 41 investors (100% of the $4.72M target) as of the latest filing. William 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.

SK
Pooled Investment Fund · group: Sage

SEP KM Denver LP

Houston, TX · Dec 16, 2022
  • Dec 16, 2022 · D · $1,725,000 sold of $1,725,000 · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.73M from 15 investors (100% of the $1.73M target) as of the latest filing. William 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.

SI
Pooled Investment Fund · group: Sage

SEP Industrial IV LP

Houston, TX · Nov 29, 2022
  • Nov 29, 2022 · D · $2,265,000 sold of $2,265,000 · 29 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.27M from 29 investors (100% of the $2.27M target) as of the latest filing. William 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.

SG
Pooled Investment Fund · group: Sage

SEP Greyhound Dev, LP

Houston, TX · Nov 1, 2022
  • Nov 1, 2022 · D · $1,205,000 sold of $1,205,000 · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.21M from 13 investors (100% of the $1.21M target) as of the latest filing. William 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.

SA
Pooled Investment Fund · group: Sage

SEP ATM, LP

Houston, TX · Sep 29, 2022
  • Sep 29, 2022 · D · $8,005,000 sold of $8,005,000 · 58 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $8.01M from 58 investors (100% of the $8.01M target) as of the latest filing. William 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: Sage

SEP Chenal, LP

Houston, TX · Sep 12, 2022
  • Sep 12, 2022 · D · $4,670,000 sold of $4,670,000 · 62 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.67M from 62 investors (100% of the $4.67M target) as of the latest filing. William 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: Sage

SEP Pearland SC, LP

Houston, TX · Jul 25, 2022
  • Jul 25, 2022 · D · $2,930,000 sold of $2,930,000 · 42 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.93M from 42 investors (100% of the $2.93M target) as of the latest filing. William 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: Sage

SEP PSS, LP

Houston, TX · Jul 25, 2022
  • Jul 25, 2022 · D · $3,335,000 sold of $3,335,000 · 28 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.33M from 28 investors (100% of the $3.33M target) as of the latest filing. William 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.

ST
Pooled Investment Fund · group: Sage

SEP Tomball, LP

Houston, TX · May 19, 2022
  • May 19, 2022 · D · $700,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $700K from 19 investors as of the latest filing. William 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: Sage

SEP Cherry Creek, LP

Houston, TX · Mar 11, 2022
  • Mar 11, 2022 · D · $4,270,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.27M from 44 investors as of the latest filing. William 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.

SG
Pooled Investment Fund · group: Sage

SEP Golden Corral Humble, LP

Houston, TX · Jan 14, 2022
  • Jan 14, 2022 · D · $1,075,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.07M from 6 investors as of the latest filing. William 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.

SI
Pooled Investment Fund · group: Sage

SEP Industrial III, LP

Houston, TX · Nov 16, 2021 → Nov 17, 2021 · 2 filings
  • Nov 17, 2021 · D/A · $4,540,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 16, 2021 · D · $4,540,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.54M from 48 investors as of the latest filing. William 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.

SN
Pooled Investment Fund · group: Sage

SEP New Forest, LP

Houston, TX · Nov 5, 2021
  • Nov 5, 2021 · D · $3,075,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.08M from 38 investors as of the latest filing. William 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.

SA
Pooled Investment Fund · group: Sage

SEP AH, LP

Houston, TX · Jul 30, 2021
  • Jul 30, 2021 · D · $1,000,000 sold of $1,000,000 · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1M from 3 investors (100% of the $1M target) as of the latest filing. William 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.

SO
Pooled Investment Fund · group: Sage

Sage Opportunity Yield Fund I, LP

Houston, TX · Mar 25, 2021
  • Mar 25, 2021 · D · $1,005,000 sold of $1,005,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1M from 2 investors (100% of the $1M target) as of the latest filing. William 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: Sage

SEP Pillars59, LP

Houston, TX · Mar 23, 2021
  • Mar 23, 2021 · D · $5,590,000 sold of $5,590,000 · 55 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $5.59M from 55 investors (100% of the $5.59M target) as of the latest filing. William 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.

SM
Pooled Investment Fund · group: Sage

SEP MMYC, LP

Houston, TX · Jan 12, 2021
  • Jan 12, 2021 · D · $5,100,000 sold of $5,100,000 · 42 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $5.1M from 42 investors (100% of the $5.1M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners Brice, LP

Houston, TX · Nov 13, 2019
  • Nov 13, 2019 · D · $2,035,000 sold of $2,035,000 · 17 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.04M from 17 investors (100% of the $2.04M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners AV Marina, LP

Houston, TX · Oct 7, 2019
  • Oct 7, 2019 · D · $1,350,000 sold of $1,350,000 · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.35M from 14 investors (100% of the $1.35M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners PCO Columbus, LP

Houston, TX · Aug 26, 2019
  • Aug 26, 2019 · D · $6,300,000 sold of $6,300,000 · 53 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $6.3M from 53 investors (100% of the $6.3M target) as of the latest filing. William 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.

NH
Insurance

NHIC Holdings, LLC

Houston, TX · Jun 3, 2016 → Aug 13, 2019 · 5 filings
  • Aug 13, 2019 · D · $50,000 sold of $300,000 · 1 investors · min. $125 · role: Director EDGAR ↗
  • Dec 3, 2018 · D · $0 sold of $2,809,364 · 0 investors · min. $100 · role: Director EDGAR ↗
  • Dec 3, 2018 · D · $0 sold of $190,635 · 0 investors · min. $100 · role: Director EDGAR ↗
  • Jan 30, 2017 · D · $270,000 sold of $899,600 · 3 investors · min. $100 · role: Director EDGAR ↗
  • Jun 3, 2016 · D · $3,575,000 sold of $9,000,000 · 13 investors · min. $100 · role: Director EDGAR ↗

Raised $3.58M from 13 investors (100% of the $300K target) as of the latest filing. William is listed as director on 5 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: Insurance / 506(b) (687 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.

SE
Pooled Investment Fund · group: Sage

SAGE EQUITY PARTNERS WRIVERWALK, LP

Houston, TX · May 30, 2019
  • May 30, 2019 · D · $10,985,000 sold of $10,985,000 · 82 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $11M from 82 investors (100% of the $11M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners NH, LP

Houston, TX · May 8, 2019
  • May 8, 2019 · D · $700,000 sold of $700,000 · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $700K from 5 investors (100% of the $700K target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners WGrand, LP

Houston, TX · Feb 14, 2019
  • Feb 14, 2019 · D · $7,102,371 sold of $7,102,371 · 60 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $7.1M from 60 investors (100% of the $7.1M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners BP, LP

Houston, TX · Jun 11, 2018 → Jan 23, 2019 · 3 filings
  • Jan 23, 2019 · D/A · $4,916,570 sold of $4,916,570 · 26 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 18, 2018 · D/A · $4,347,400 sold of $4,347,400 · 25 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 11, 2018 · D · $2,825,000 sold of $2,825,000 · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.92M from 26 investors (100% of the $4.92M target) as of the latest filing. William is listed as executive officer on 3 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners WAnn, LP

Houston, TX · Apr 4, 2018 → Nov 19, 2018 · 2 filings
  • Nov 19, 2018 · D/A · $10,025,000 sold of $10,025,000 · 58 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 4, 2018 · D · $10,025,000 sold of $10,025,000 · 58 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $10M from 58 investors (100% of the $10M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners Surfside Beach Marina, LP

Houston, TX · Nov 19, 2018
  • Nov 19, 2018 · D/A · $1,025,000 sold of $1,025,000 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.02M from 8 investors (100% of the $1.02M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners Sirata Beach, LP

Houston, TX · Aug 18, 2017 → Nov 19, 2018 · 2 filings
  • Nov 19, 2018 · D/A · $0 sold of $10,020,000 · 37 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 18, 2017 · D · $0 sold of $10,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

37 investors reported; no amount sold yet as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners WH, LP

Houston, TX · Nov 19, 2018
  • Nov 19, 2018 · D/A · $7,020,000 sold of $7,020,000 · 32 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $7.02M from 32 investors (100% of the $7.02M target) as of the latest filing. William 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.

SE
Pooled Investment Fund · group: Sage

Sage Equity Partners CS, LP

Houston, TX · Nov 13, 2018
  • Nov 13, 2018 · D · $4,025,000 sold of $4,025,000 · 33 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.03M from 33 investors (100% of the $4.03M target) as of the latest filing. William 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.

People around William 35

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

SE
Management entity

Sage Equity Partners GP II, LLC

Executive Officer · 8 shared filings (7 issuers)

Sage Equity Partners GP II, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

SE
Management entity

Sage Equity Partners GP, LLC

Executive Officer, Promoter · 8 shared filings (8 issuers) · also on 2 other issuers

Sage Equity Partners GP, LLC is on 10 issuers in total — a repeat sponsor. Their page lists every one.

SE
Management entity

Sage Equity Partners GP IV, LLC

Executive Officer · 7 shared filings (7 issuers)

Sage Equity Partners GP IV, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

SE
Management entity

Sage Equity Partners GP V, LLC

Executive Officer · 7 shared filings (4 issuers)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SE
Management entity

Sage Equity Partners GP VII, LLC

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SE
Management entity

Sage Equity Partners GP III, LLC

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SE
Management entity

Sage Equity Partners GP VI, LLC

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SE
Management entity

Sage Equity Partners BP GP, LLC

Executive Officer, Promoter · 3 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SE
Management entity

Sage Equity Partners GP I, LLC

Executive Officer, Promoter · 3 shared filings (3 issuers)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SI
Management entity

SEP Industrial III GP, LLC

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SE
Management entity

Sage Equity Partners, LP

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

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SE
Management entity

Sage Equity Partners WAnn GP, LLC

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

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SE
Management entity

Sage Equity Partners WH GP, LLC

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

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SE
Management entity

Sage Equity Partners WGrand GP, LLC

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

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SO
Management entity

Sage Opportunity Fund I GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SI
Management entity

SEP Industrial IV GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SO
Management entity

Sage Opportunity Fund GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SI
Management entity

SEP Industrial V GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

SG
Management entity

SEP GPIF IV GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

John Williams

Director · 5 shared filings (1 issuer) · also on 4 other issuers

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

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

Luis Herrera

Director · 5 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

Richard Ellis

Director · 5 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

Sam Bowen

Director · 5 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

Gregg Snyder

Executive Officer · 5 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

Thomas Simmons

Director · 5 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

James Cummins

Director · 5 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

Cyrus Byron Snyder

Executive Officer, Director · 5 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

Carlos Ursua

Executive Officer, Director · 5 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

Jorge Martinez

Director · 4 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

Joussef Jerade

Executive Officer, Director · 4 shared filings (1 issuer)

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

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

Christopher Morris

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

Christopher Morris is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Jerade Joussef

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

Listed on the same filings as William Harrison Junell. Their page shows their other deals.

The team behind the deals

S
Sponsor group

Sage

53 issuers · 64 filings · $203M reported sold · 2017–2026

One team, 53 deal companies. William Harrison Junell 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 William Harrison Junell.

Same business address

13 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)

A person is never an adviser firm. 3 of the 54 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Sage Equity Partners Sirata Beach, LP, Sage Equity Partners Surfside Beach Marina, LP, Sage Equity Partners WH, LP.

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 William Harrison Junell 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 William Harrison Junell is listed on: none on file. No website or social profile named in SEP Digital Infrastructure Yield Fund IV, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #55,864 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Houston, TX). 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) ↗Texas re:SearchTX court records ↗

Securities regulators

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

Business registries

Texas Secretary of State business search ↗OpenCorporates ↗

Change history

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