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

Sponsor Check › Person

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William Marvel

Named as an officer, director or promoter on SEC Form D filings · MA · Jan 7, 2014 → Oct 4, 2022

7deals (issuers)
$98.1Mreported sold
372investors
27Form D filings
2014–2022years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:30 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

William Marvel is listed as an executive officer and director on 27 SEC Form D filings by 7 issuers between Jan 2014 and Oct 2022. Largest by amount reported sold: INCOME & IMPACT FUND, LLC (Manchester, MA — pooled investment fund — 2014–2019; $39.7M reported sold to 139 investors), New Summit Impact Fund II-B, L.P. (Manchester, MA — pooled investment fund — 2018–2019; $26.5M reported sold to 64 investors), Private Market Impact Fund I, L.P. (Manchester, MA — pooled investment fund — 2016–2019; $17.9M reported sold to 81 investors), New Summit Impact Fund II-A, L.P. (Manchester, MA — pooled investment fund — 2018–2019; $9.81M reported sold to 64 investors), HIGHWATER GLOBAL FUND II LLC (Marion, MA — investing — 2017; $1.8M reported sold to 7 investors) and 2 more (all listed below).

What this means A repeat sponsor — 7 separate companies raised money with this person listed as executive officer and director, over about 8 years. Across those companies the filings report $98.1M sold in total.

Listed alongside John Mannix (23 shared filings), Adam Seitchik (20 shared filings), Taylor Baldwin (19 shared filings), Dylan Sage (12 shared filings), Natasha Lamb (11 shared filings) and 8 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.

All 7 issuers belong to the sponsor group New Summit Impact (16 issuers, $144.6M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. New Summit Impact has 16 companies on file and $144.6M 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 (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 3 bankruptcy cases matching the name listed in Key records below.

What this means 3 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 27 public filings for William Marvel and found 16 differences, 6 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

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

What the community is saying

Community search for William Marvel has not run yet — it is joining a line of 32,029 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

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

Key records

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

1. Lawsuits

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

What was searched

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

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

2. Regulatory actions

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

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched William Marvel..

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

3. Bankruptcies

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

William R. Marvel, III and Emily R. Marvel open
United States Bankruptcy Court, N.D. Indiana · No. 25-11593 · Filed Oct 30, 2025
Role of William R. Marvel, III: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in IN (not a filing state)
William R. Marvel, Jr. and Katie M. Marvel closed
United States Bankruptcy Court, D. New Jersey · No. 17-27644 · Filed Aug 30, 2017 · Closed Jun 7, 2021
Role of William R. Marvel, Jr.: Debtor · Outcome: Case closed 2021-06-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in NJ (not a filing state)
William W. Marvel, Jr and William W. Marvel, Jr closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 17-10294 · Filed Jan 16, 2017 · Closed May 12, 2017
Role of William W. Marvel, Jr: Debtor · Outcome: Case closed 2017-05-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in PA (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, 2:30 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

16 differences found between the filings for William Marvel — 6 worth asking about (compared 27 filings on Oct 24, 2026)

Worth asking · Oct 21, 2019 – Oct 9, 2020

Amount sold went down between filings — INCOME & IMPACT FUND, LLC

The Oct 21, 2019 filing says $30,077,000 sold; the Oct 9, 2020 Form D/A says $25,787,000 sold — $4,290,000 less.

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

Sources
Worth asking · Oct 30, 2018 – Oct 21, 2019

Amount sold went down between filings — New Summit Impact Fund II-B, L.P.

The Oct 30, 2018 filing says $12,500,000 sold; the Oct 21, 2019 Form D/A says $4,216,500 sold — $8,283,500 less.

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

Sources
Worth asking · Oct 30, 2018 – Oct 21, 2019

Amount sold went down between filings — New Summit Impact Fund II-A, L.P.

The Oct 30, 2018 filing says $1,775,000 sold; the Oct 21, 2019 Form D/A says $1,356,300 sold — $418,700 less.

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

Sources
Worth asking · Oct 21, 2019 – Oct 9, 2020

Investor count went down between filings — INCOME & IMPACT FUND, LLC

The Oct 21, 2019 filing reports 97 investors; the Oct 9, 2020 Form D/A reports 94 investors.

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

Sources
Worth asking · Oct 13, 2017 – Oct 4, 2022

William Marvel appears on 4 deals that stopped filing before reaching their target

Group8 Ventures LLC (last filing Oct 4, 2022; $1,400,000 sold of $3,500,000); New Summit Impact Fund II-A, L.P. (last filing Oct 9, 2020; $9,810,000 sold of $25,000,000); Highwater Global Fund LLC (last filing Apr 12, 2018; $1,010,000 sold of $20,000,000); HIGHWATER GLOBAL FUND II LLC (last filing Oct 13, 2017; $1,802,000 sold of $10,000,000). Each has no filing in more than two years and reported under half its target sold.

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

Sources
Note · Aug 22, 2017 – Sep 8, 2017

Form D filed 17 days after the first sale — Private Market Impact Fund I, L.P.

The filing says the first sale was Aug 22, 2017. The Form D was filed Sep 8, 2017 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Dec 23, 2013 – Mar 30, 2021

17 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 — Group8 Ventures LLC (latest filing Mar 30, 2021) · No amendment in the last 12 months on an offering that may still be open — Group8 Ventures LLC (latest filing Sep 4, 2020) · No amendment in the last 12 months on an offering that may still be open — Group8 Ventures LLC (latest filing Mar 6, 2020) · No amendment in the last 12 months on an offering that may still be open — Group8 Ventures LLC (latest filing Sep 13, 2019) · No amendment in the last 12 months on an offering that may still be open — Group8 Ventures LLC (latest filing Mar 11, 2019) · and 12 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.

Sources
Worth asking · Oct 21, 2019 – Oct 9, 2020

4 people are no longer listed on a later amendment

William Marvel is no longer listed on the Oct 9, 2020 amendment — New Summit Impact Fund II-B, L.P. · William Marvel is no longer listed on the Oct 9, 2020 amendment — New Summit Impact Fund II-A, L.P. · William Marvel is no longer listed on the Oct 9, 2020 amendment — Private Market Impact Fund I, L.P. · William Marvel is no longer listed on the Oct 9, 2020 amendment — INCOME & IMPACT FUND, LLC

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Sources
Note · Oct 15, 2018 – Oct 21, 2019

4 role changes for the same people across filings

William Marvel's role changed at INCOME & IMPACT FUND, LLC: executive officer → director · William Marvel's role changed at Private Market Impact Fund I, L.P.: executive officer → director · William Marvel's role changed at New Summit Impact Fund II-B, L.P.: executive officer → director · William Marvel's role changed at New Summit Impact Fund II-A, L.P.: executive officer → director

What this means Roles on Form D are self-reported. Ask who runs the company today.

Sources
Note · Jan 7, 2014 – Oct 21, 2019

5 offerings changed their target amount between filings

Offering amount changed between filings — New Summit Impact Fund II-B, L.P. · Offering amount changed between filings — New Summit Impact Fund II-A, L.P. · Offering amount changed between filings — Private Market Impact Fund I, L.P. · Offering amount changed between filings — INCOME & IMPACT FUND, LLC · Offering amount changed between filings — INCOME & IMPACT FUND, LLC

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Sources
Note · Oct 30, 2018 – Oct 21, 2019

Minimum investment changed between filings — New Summit Impact Fund II-B, L.P.

The Oct 30, 2018 filing lists a minimum of $200,000; the Oct 21, 2019 Form D/A lists $100,000.

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

Sources
Note · Oct 30, 2018 – Oct 21, 2019

Minimum investment changed between filings — New Summit Impact Fund II-A, L.P.

The Oct 30, 2018 filing lists a minimum of $200,000; the Oct 21, 2019 Form D/A lists $100,000.

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

Sources
Note · Oct 15, 2018 – Oct 21, 2019

Minimum investment changed between filings — Private Market Impact Fund I, L.P.

The Oct 15, 2018 filing lists a minimum of $1,000; the Oct 21, 2019 Form D/A lists $2,000.

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

Sources
Note · Feb 5, 2016 – Oct 21, 2019

Industry group changed between filings — Private Market Impact Fund I, L.P.

"Investing" (Feb 5, 2016 to Oct 15, 2018); then "Pooled Investment Fund" (Oct 21, 2019 to Oct 9, 2020).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Sources
Note · Jan 7, 2014 – Oct 21, 2019

Industry group changed between filings — INCOME & IMPACT FUND, LLC

"Pooled Investment Fund" (Jan 7, 2014 to Apr 10, 2014); then "Investing" (Oct 13, 2017 to Apr 11, 2019); then "Pooled Investment Fund" (Oct 21, 2019 to Sep 18, 2026).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Sources
Note · Oct 21, 2019 – Oct 9, 2020

4 address changes between filings

Address moved from Marion, MA to Manchester, MA — New Summit Impact Fund II-B, L.P. · Address moved from Marion, MA to Manchester, MA — New Summit Impact Fund II-A, L.P. · Address moved from Marion, MA to Manchester, MA — Private Market Impact Fund I, L.P. · Address moved from Marion, MA to Manchester, MA — INCOME & IMPACT FUND, LLC

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Sources
What is compared

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

5. Money to insiders

None reported on 22 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
Oct 4, 2022 D
Group8 Ventures LLC
File 021-460656
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2021 D
Group8 Ventures LLC
File 021-394008
$0$0$0None listed on this filingEDGAR ↗
Sep 4, 2020 D
Group8 Ventures LLC
File 021-374897
$0$0$0None listed on this filingEDGAR ↗
Mar 6, 2020 D
Group8 Ventures LLC
File 021-362153
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2019 D/A
Private Market Impact Fund I, L.P.
File 021-323560
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2019 D/A
New Summit Impact Fund II-A, L.P.
File 021-324584
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2019 D/A
New Summit Impact Fund II-B, L.P.
File 021-324587
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2019 D/A
INCOME & IMPACT FUND, LLC
File 021-337029
$0$0$0None listed on this filingEDGAR ↗
Sep 13, 2019 D
Group8 Ventures LLC
File 021-348756
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2019 D
Group8 Ventures LLC
File 021-334498
$0$0$0None listed on this filingEDGAR ↗
May 3, 2018 D
Group8 Ventures LLC
File 021-311559
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2018 D
INCOME & IMPACT FUND, LLC
File 021-309974
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2018 D
Highwater Global Fund LLC
File 021-309976
$0$0$0None listed on this filingEDGAR ↗
Mar 8, 2018 D
Private Market Impact Fund I, L.P.
File 021-307264
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2017 D
Highwater Global Fund LLC
File 021-296639
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2017 D
HIGHWATER GLOBAL FUND II LLC
File 021-296637
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2017 D
INCOME & IMPACT FUND, LLC
File 021-296636
$0$0$0None listed on this filingEDGAR ↗
Sep 8, 2017 D
Private Market Impact Fund I, L.P.
File 021-294300
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2017 D
Private Market Impact Fund I, L.P.
File 021-282705
$0$0$0None listed on this filingEDGAR ↗
Jan 9, 2017 D
HIGHWATER GLOBAL FUND II LLC
File 021-277932
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2016 D
Private Market Impact Fund I, L.P.
File 021-256838
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2014 D/A
INCOME & IMPACT FUND, LLC
File 021-209442
$0$0$0None listed on this filingEDGAR ↗

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

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

Deals 7

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

Investing · group: New Summit Impact

Group8 Ventures LLC

Marion, MA · May 3, 2018 → Oct 4, 2022 · 7 filings
  • Oct 4, 2022 · D · $140,000 sold of $140,000 · 13 investors · min. $4,000 · role: Executive Officer EDGAR ↗
  • Mar 30, 2021 · D · $140,000 sold of $3,500,000 · 13 investors · min. $4,000 · role: Executive Officer EDGAR ↗
  • Sep 4, 2020 · D · $175,000 sold of $3,500,000 · 13 investors · min. $100 · role: Executive Officer EDGAR ↗
  • Mar 6, 2020 · D · $195,000 sold of $3,500,000 · 13 investors · min. $100 · role: Executive Officer EDGAR ↗
  • Sep 13, 2019 · D · $351,200 sold of $3,500,000 · 13 investors · min. $100 · role: Executive Officer EDGAR ↗
  • Mar 11, 2019 · D · $1,400,000 sold of $3,500,000 · 13 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 3, 2018 · D · $350,000 sold of $3,500,000 · 13 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $1.4M from 13 investors (100% of the $140K target) as of the latest filing. William is listed as executive officer on 7 filings for this deal.

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: Investing / 506(b) (2,521 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.

Pooled Investment Fund · group: New Summit Impact

Private Market Impact Fund I, L.P.

Manchester, MA · Feb 5, 2016 → Oct 21, 2019 · 6 filings
  • Oct 21, 2019 · D/A · $16,996,200 sold of Indefinite · 80 investors · min. $2,000 · role: Director EDGAR ↗
  • Oct 15, 2018 · D · $1,089,500 sold of $25,000,000 · 80 investors · min. $1,000 · role: Executive Officer EDGAR ↗
  • Mar 8, 2018 · D · $1,417,000 sold of $25,000,000 · 49 investors · min. $2,000 · role: Executive Officer EDGAR ↗
  • Sep 8, 2017 · D · $2,179,000 sold of $20,000,000 · 80 investors · min. $2,000 · role: Executive Officer EDGAR ↗
  • Mar 16, 2017 · D · $2,901,000 sold of $20,000,000 · 74 investors · min. $15,000 · role: Executive Officer EDGAR ↗
  • Feb 5, 2016 · D · $1,304,500 sold of $20,000,000 · 43 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $17.9M from 81 investors as of the latest filing. William is listed as director, executive officer on 6 filings for this deal.

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.

Pooled Investment Fund · group: New Summit Impact

New Summit Impact Fund II-B, L.P.

Manchester, MA · Oct 30, 2018 → Oct 21, 2019 · 2 filings
  • Oct 21, 2019 · D/A · $4,216,500 sold of Indefinite · 57 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 30, 2018 · D · $12,500,000 sold of $25,000,000 · 29 investors · min. $200,000 · role: Executive Officer (Executive Officer of GP) EDGAR ↗

Raised $26.5M from 64 investors as of the latest filing. William is listed as director, executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: New Summit Impact

New Summit Impact Fund II-A, L.P.

Manchester, MA · Oct 30, 2018 → Oct 21, 2019 · 2 filings
  • Oct 21, 2019 · D/A · $1,356,300 sold of Indefinite · 44 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 30, 2018 · D · $1,775,000 sold of $25,000,000 · 11 investors · min. $200,000 · role: Executive Officer (Executive Officer of GP) EDGAR ↗

Raised $9.81M from 64 investors as of the latest filing. William is listed as director, executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: New Summit Impact

INCOME & IMPACT FUND, LLC

Manchester, MA · Jan 7, 2014 → Oct 21, 2019 · 6 filings
  • Oct 21, 2019 · D/A · $30,077,000 sold of Indefinite · 97 investors · min. $10,000 · role: Director EDGAR ↗
  • Apr 11, 2019 · D · $560,000 sold of $20,000,000 · 3 investors · min. $10,000 · role: Executive Officer EDGAR ↗
  • Apr 12, 2018 · D · $2,925,000 sold of $20,000,000 · 14 investors · min. $10,000 · role: Executive Officer EDGAR ↗
  • Oct 13, 2017 · D · $400,000 sold of $10,000,000 · 3 investors · min. $10,000 · role: Executive Officer EDGAR ↗
  • Apr 10, 2014 · D/A · $9,795,000 sold of $30,000,000 · 42 investors · min. $10,000 · role: Executive Officer EDGAR ↗
  • Jan 7, 2014 · D · $6,960,000 sold of $10,000,000 · 28 investors · min. $10,000 · role: Executive Officer EDGAR ↗

Raised $39.7M from 139 investors as of the latest filing. William is listed as director, executive officer on 6 filings for this deal.

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.

Investing · group: New Summit Impact

Highwater Global Fund LLC

Marion, MA · Oct 13, 2017 → Apr 12, 2018 · 2 filings
  • Apr 12, 2018 · D · $275,000 sold of $20,000,000 · 1 investors · min. $10,000 · role: Executive Officer EDGAR ↗
  • Oct 13, 2017 · D · $350,000 sold of $10,000,000 · 2 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $1.01M from 4 investors (5% of the $20M target) as of the latest filing. William is listed as executive officer on 2 filings for this deal.

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: Investing / 506(b) (2,521 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.

Investing · group: New Summit Impact

HIGHWATER GLOBAL FUND II LLC

Marion, MA · Jan 9, 2017 → Oct 13, 2017 · 2 filings
  • Oct 13, 2017 · D · $950,000 sold of $10,000,000 · 4 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Jan 9, 2017 · D · $250,000 sold of $10,000,000 · 1 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $1.8M from 7 investors (18% of the $10M target) as of the latest filing. William is listed as executive officer on 2 filings for this deal.

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: Investing / 506(b) (2,521 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 13

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

Management entity

New Summit Investments LLC

Promoter · 11 shared filings (6 issuers)

New Summit Investments LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Baldwin Brothers, Inc.

Promoter, Executive Officer · 9 shared filings (2 issuers) · also on 8 other issuers

Baldwin Brothers, Inc. is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

John Mannix

Executive Officer, Director · 23 shared filings (7 issuers)

John Mannix is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Adam Seitchik

Executive Officer, Director · 20 shared filings (6 issuers) · also on 2 other issuers

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

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

Taylor Baldwin

Executive Officer, Director · 19 shared filings (5 issuers) · also on 4 other issuers

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

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

Dylan Sage

Executive Officer · 12 shared filings (4 issuers)

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

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

Natasha Lamb

Executive Officer, Director · 11 shared filings (6 issuers) · also on 3 other issuers

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

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

Michael Baldwin

Executive Officer, Director · 7 shared filings (2 issuers) · also on 8 other issuers

Michael Baldwin is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Farnum Brown

Executive Officer · 7 shared filings (3 issuers)

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

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

Frank Farnum Brown

Director · 4 shared filings (4 issuers) · also on 2 other issuers

Frank Farnum Brown is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Ellen Stone

Executive Officer · 2 shared filings (1 issuer)

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

The team behind the deals

Sponsor group

New Summit Impact

16 issuers · 93 filings · $144.6M reported sold · 2009–2026

One team, 16 deal companies. William Marvel is listed on 7 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name William Marvel.

Same business address

10 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

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

A person is never an adviser firm. 1 of the 7 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): INCOME & IMPACT FUND, LLC.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

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

Public profiles and social

Websites and social links of the issuers William Marvel is listed on: none on file. No website or social profile named in New Summit Impact Fund II-B, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #207,589 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Change history

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