PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:28 AM ET

Sponsor Check › Millennium › Issuer

CP

Clearview Preneed, LLC

Limited Liability Company · organized in Nevada · formed 2014 · Houston, TX

Part of the sponsor group Millennium (8 issuers, 13 filings) · linked by shared people, same person name on both filings, shared management entity, same business address · not the same sponsor?

$902.1Mreported sold (max)
597investors (max)
1offering
2Form D filings
2015–2016filing years
0new, last 12 mo
Follow this issuerConnect me with this sponsorEmail me the full reportLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer Mar 25, 2016 · Courts (RECAP) last checked: Oct 24, 2026, 2:12 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Clearview Preneed, LLC is a limited liability company organized in Nevada (formed 2014), based in Houston, TX, one of 8 issuers in the sponsor group Millennium.

What this means This is one deal company run by a team with 8 companies on file. The group page shows the whole team's track record; this page is the one deal.

It has filed 2 Form D filings (1 original and 1 amendment, Mar 27, 2015 to Mar 25, 2016) for 1 offering, pooled investment fund (other investment fund) under Rule 506(b): $902.1M sold of an indefinite amount offered to 545 investors, first sale Sep 23, 2014.

What this means The size of the raise is reported above — about $1.66M per investor. Rule 506(b) means no public advertising; up to 35 non-accredited investors may take part.

Key people as listed: Kristine Eppes (executive officer), Wendy A. Mavrinac (executive officer), ClearPoint Federal Bank & Trust, Trustee (director, entity), Compass Bank, Trustee (director, entity), First United Bank & Trust, Trustee (director, entity) and 4 more.

What this means These are the people the company itself named as running or promoting it. Tap a name to see every other deal they are on.

No sales commissions, finder's fees or proceeds to insiders are reported. No sales-compensation recipients are listed.

What this means No broker was paid — the sponsor sold it directly to investors.

Sister issuers in the group include Heights Merchandise, LLC, Allen Perpetual Care, LLC, Trident Preneed, L.L.C. and 4 more.

Activity: 0 new offerings in the last 12 months; latest amendment Mar 25, 2016; latest filing Mar 25, 2016.

What this means No new raise filed in the past year — this deal company may be done raising, or simply quiet.

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Clearview Preneed, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 2 court cases matching the name listed in Key records below.

What this means 2 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 2 public filings for Clearview Preneed, LLC and found 5 differences, 4 worth asking the sponsor about: Investor count went down between filings; Form D filed 185 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 Clearview Preneed, LLC has not run yet — it is joining a line of 17,008 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

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

Millennium, L.P. v. Ceresoft, Inc. closed matched at sponsor-group level (Millennium)
District Court, S.D. New York · No. 1:03-cv-08563 · Filed Oct 30, 2003 · Closed Feb 2, 2004
Role of Millennium, L.P.: Plaintiff · Outcome: Terminated 2004-02-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 2003, issuer incorporated 2014
CAMP v. MILLENNIUM, INC. dismissed matched at sponsor-group level (Millennium)
District Court, D. New Jersey · No. 1:01-cv-02058 · Filed Apr 30, 2001 · Closed May 13, 2002 · Nature of suit: 890 Other statutory actions
Role of MILLENNIUM, INC.: Defendant · Outcome: Terminated 2002-05-13 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 2001, issuer incorporated 2014
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, 2:12 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 Clearview Preneed, LLC..

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

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

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, 2:12 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.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.

5 differences found between the filings for Clearview Preneed, LLC — 4 worth asking about (compared 2 filings on Oct 24, 2026)

Worth asking · Mar 27, 2015 – Mar 25, 2016

Investor count went down between filings — Clearview Preneed, LLC

The Mar 27, 2015 filing reports 597 investors; the Mar 25, 2016 Form D/A reports 545 investors.

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

Form D (earlier) · Mar 27, 2015 ↗Form D/A (later) · Mar 25, 2016 ↗Clearview Preneed, LLC — PartnerFacts page ↗
Sources
Worth asking · Sep 23, 2014 – Mar 27, 2015

Form D filed 185 days after the first sale — Clearview Preneed, LLC

The filing says the first sale was Sep 23, 2014. The Form D was filed Mar 27, 2015 — 185 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 170 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Mar 27, 2015 ↗Clearview Preneed, LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 27, 2015 – Mar 25, 2016

Investors Trust, Inc., Trustee is no longer listed on the Mar 25, 2016 amendment — Clearview Preneed, LLC

Investors Trust, Inc., Trustee appears on the Mar 27, 2015 Form D (director) but not on the Mar 25, 2016 Form D/A for the same offering.

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

Form D · Mar 27, 2015 ↗Form D/A · Mar 25, 2016 ↗Investors Trust, Inc., Trustee — PartnerFacts page ↗Clearview Preneed, LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 27, 2015 – Mar 25, 2016

BOKF, NA D/B/A Bank of Oklahoma, Trustee is no longer listed on the Mar 25, 2016 amendment — Clearview Preneed, LLC

BOKF, NA D/B/A Bank of Oklahoma, Trustee appears on the Mar 27, 2015 Form D (director) but not on the Mar 25, 2016 Form D/A for the same offering.

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

Form D · Mar 27, 2015 ↗Form D/A · Mar 25, 2016 ↗BOKF, NA D/B/A Bank of Oklahoma, Trustee — PartnerFacts page ↗Clearview Preneed, LLC — PartnerFacts page ↗
Sources
Note · Sep 23, 2014 – Mar 25, 2016

No amendment in the last 12 months on an offering that may still be open — Clearview Preneed, LLC (latest filing Mar 25, 2016)

The latest filing for this offering is dated Mar 25, 2016 (first sale Sep 23, 2014). It reports $902,100,870 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D/A · Mar 25, 2016 ↗Clearview Preneed, LLC — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

None reported on 1 offering — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 25, 2016 D/A
File 021-236836
$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.

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Clearview Preneed, LLC in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this issuer: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Offerings (SEC Form D)

Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.

Offerings at a glance — 1 offering, 2 filings (one row per SEC file number)
File no.Original Form DLatest filingAmendmentsOffered (latest)Sold (latest)Industry (latest)
021-236836Mar 27, 2015 EDGAR ↗Mar 25, 2016 D/A EDGAR ↗1
latest Mar 25, 2016
Indefinite$902,100,870Pooled Investment Fund

Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.

Mar 25, 2016 D/A Pooled Investment Fund — $902,100,870 sold of Indefinite · 545 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 25, 2016 · amends 0000908662-15-000129 ↗
SEC file no. 021-236836 · accession 0001637726-16-000002 · filing 2 of 2 in this offering
Raise progress$902,100,870 sold of Indefinite offered · Indefinite remaining · first sale Sep 23, 2014
Filing timingDate of first sale: Sep 23, 2014 · Original Form D filed: Mar 27, 2015 (185 days after first sale) · This amendment (Form D/A) filed: Mar 25, 2016
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale4,414 days (12.1 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Mar 25, 2016. Most recent amendment for this offering in our index: this filing, Mar 25, 2016.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors545 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredPooled investment fund interests
Entity detailsOrganized in NEVADA · formed 2014 · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Other Investment Fund)
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byKristine Eppes, Secretary (Mar 24, 2016)
Changes vs previous filing
  • total sold: $823,579,243 (Mar 27, 2015) → $902,100,870 (Mar 25, 2016)
  • investors: 597 (Mar 27, 2015) → 545 (Mar 25, 2016)
  • related persons no longer listed (Mar 25, 2016): Investors Trust, Inc., Trustee, BOKF, NA D/B/A Bank of Oklahoma, Trustee
Compared with the D filed Mar 27, 2015 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 545. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 27, 2015 D Pooled Investment Fund — $823,579,243 sold of Indefinite · 597 investors EDGAR ↗
FilingForm D filed Mar 27, 2015
SEC file no. 021-236836 · accession 0000908662-15-000129 · filing 1 of 2 in this offering
Raise progress$823,579,243 sold of Indefinite offered · Indefinite remaining · first sale Sep 23, 2014
Filing timingDate of first sale: Sep 23, 2014 · Form D filed: Mar 27, 2015 (185 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale4,414 days (12.1 years)
Annual amendmentsIssuer reported the offering may last more than one year. Most recent amendment for this offering in our index: Mar 25, 2016 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors597 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredPooled investment fund interests
Entity detailsOrganized in NEVADA · formed 2014 · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Other Investment Fund)
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byKristine Eppes, Secretary (Mar 26, 2015)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 597. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Amendment history — 1 amendment on this page, each compared with the filing before it in the same offering
Amendment filedFile no.Compared withWhat changed (both values as filed)
Mar 25, 2016 EDGAR ↗021-236836Mar 27, 2015 Dtotal sold: $823,579,243 (Mar 27, 2015) → $902,100,870 (Mar 25, 2016) · investors: 597 (Mar 27, 2015) → 545 (Mar 25, 2016) · related persons no longer listed (Mar 25, 2016): Investors Trust, Inc., Trustee, BOKF, NA D/B/A Bank of Oklahoma, Trustee

Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.

All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Mar 25, 2016. Industry as reported, by offering: One offering, reported as Pooled Investment Fund (Mar 27, 2015).

Key people 9

Officers, directors and promoters the issuer itself named on its Form D. Tap a name for every other deal they are on.

NameRelationshipAddress stateOn filings (first → last)Also listed on
CF ClearPoint Federal Bank & Trust, Trustee entityDirector
Issuer's note: Managing Member
INMar 27, 2015 → Mar 25, 2016
on 2 of 2 filings
listed on the latest filing
6 other issuers
CB Compass Bank, Trustee entityDirector
Issuer's note: Managing Member
TXMar 27, 2015 → Mar 25, 2016
on 2 of 2 filings
listed on the latest filing
5 other issuers
FU First United Bank & Trust, Trustee entityDirector
Issuer's note: Managing Member
WVMar 27, 2015 → Mar 25, 2016
on 2 of 2 filings
listed on the latest filing
2 other issuers
KE Kristine EppesExecutive Officer
Issuer's note: Secretary
TXMar 27, 2015 → Mar 25, 2016
on 2 of 2 filings
listed on the latest filing
7 other issuers
RB Regions Bank, Trustee entityDirector
Issuer's note: Managing Member
TXMar 27, 2015 → Mar 25, 2016
on 2 of 2 filings
listed on the latest filing
6 other issuers
SB SunTrust Bank, Trustee entityDirector
Issuer's note: Managing Member
FLMar 27, 2015 → Mar 25, 2016
on 2 of 2 filings
listed on the latest filing
5 other issuers
WM Wendy A. MavrinacExecutive Officer
Issuer's note: Assistant Secretary
TXMar 27, 2015 → Mar 25, 2016
on 2 of 2 filings
listed on the latest filing
2 other issuers
BN BOKF, NA D/B/A Bank of Oklahoma, Trustee entityDirector
Issuer's note: Managing Member
TXMar 27, 2015
on 1 of 2 filings
not listed on the latest filing (Mar 25, 2016)
2 other issuers
IT Investors Trust, Inc., Trustee entityDirector
Issuer's note: Managing Member
TXMar 27, 2015
on 1 of 2 filings
not listed on the latest filing (Mar 25, 2016)
1 other issuer

Executive officers, directors and promoters as self-reported by the issuer, one row per person. Spellings of the same name (same first and last name, or the same full name that EDGAR split differently into middle and last name) with no conflicting middle initial are shown on one row (none on this issuer); dates and counts come from the filings that list each name. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.

Connections

Other issuers listing the same people:

Shared address: this business address appears on filings for 3 other issuers. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.

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.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Clearview Preneed, LLC.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Clearview Preneed, LLC as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Public profiles

Public profiles official links and public statements, each with its source and date

No website or social profile named in Clearview Preneed, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #290,455 of 374,652 in line (14 issuers searched so far).

Sources searched for a website: Form C data set (issuer websites as filed), Form ADV data set (Item 1.I of matched advisers) — as of Oct 23, 2026, 11:20 PM ET: none on file for this issuer. The sponsor website, the Internet Archive and GDELT news index are read only once a site is on file; a sponsor's website comes from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim, Form ADV Item 1.I of its matched adviser, or a web search for the issuer name confirmed on the site's own homepage. We never collect personal or family accounts.

Entity standing: not checked (no official programmatic source for TX yet).

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Filing-to-filing changes are in Amendment history above.

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