Sponsor Check › Jwcm Exchange I › Issuer
Other · organized in DELAWARE · formed 2022 · NEW YORK, NY · SEC CIK 1940976
Part of sponsor group: Jwcm Exchange I (3 issuers, 42 filings) · grouped because: shared people, shared management entity · confidence 100% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Mar 24, 2023 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
Not yet searched.
Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. 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.
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. — not yet searched; 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: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
Not yet searched.
Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. 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.
No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or its Form ADV) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.
1 of 1 offering reports sales commissions totalling $1,458,272; 0 report finder's fees; 1 reports proceeds to related persons totalling $995,679. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Mar 24, 2023 D/A File 021-457954 | $1,458,272 (est.) | $0 (est.) | $995,679 (est.) Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. | DAI Securities, LLC BrokerCheck CRD 36673 ↗ Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Jacob Adams BrokerCheck CRD 4975889 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Steve Haskell BrokerCheck CRD 6864948 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Matt McFarland BrokerCheck CRD 6675310 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Tommy Olsen BrokerCheck CRD 7338381 ↗ via FNEX Capital, LLC (CRD 166316 ↗) McKenna Duncan BrokerCheck CRD 7310472 ↗ via Realized Financial, Inc. (CRD 22333 ↗) |
As reported by the issuer on Form D (Items 12–15), 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.
0 recorded documents and 0 ownership records matched to JWCM Heights West, DST in the sources searched.
Not found in sources searched (no on-demand check has run yet): 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); Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files). 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 ownership, refreshed monthly); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL, Harris County TX, Dallas County TX (assessor ownership and deed/sale records only); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). 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 yet searched. Last refresh: Oct 23, 2026, 11:02 PM ET. Sources searched: 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. Not yet searched for this issuer (queued): 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). Counterparties that are not business entities are shown as "an individual (name withheld)"; residential addresses are never shown. Items still in human review are not shown.
Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.
| File no. | Original Form D | Latest filing | Amendments | Offered (latest) | Sold (latest) | Industry (latest) |
|---|---|---|---|---|---|---|
| 021-457954 | Sep 6, 2022 EDGAR ↗ | Mar 24, 2023 D/A EDGAR ↗ | 7 latest Mar 24, 2023 | $14,882,588 | $14,882,588 | Other Real Estate |
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.
| Filing | Form D/A (amendment) filed Mar 24, 2023 · amends 0001940976-23-000001 ↗ SEC file no. 021-457954 · accession 0001940976-23-000002 · filing 8 of 8 in this offering |
|---|---|
| Raise progress | $14,882,588 sold of $14,882,588 offered (100%) · $0 remaining · first sale Aug 23, 2022 Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Aug 23, 2022 · Original Form D filed: Sep 6, 2022 (14 days after first sale) · This amendment (Form D/A) filed: Mar 24, 2023 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 sale | 1,523 days (4.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Mar 24, 2023. Most recent amendment for this offering in our index: this filing, Mar 24, 2023. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 42 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed 2022 · revenue 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). |
| Industry | Other Real Estate |
| Who is paid to sell it | DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: AR, AZ, CA, CO, FL, GA, IL, MA, MD, NM, OK, TX Edward Fernandez — FINRA BrokerCheck CRD 2956661 ↗ · associated broker-dealer: Capulent LLC (CRD 155155 ↗) Solicits in: NM, NY, TX Jacob Adams — FINRA BrokerCheck CRD 4975889 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: FL, NY, TX Steve Haskell — FINRA BrokerCheck CRD 6864948 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: HI Clay Schmidt — FINRA BrokerCheck CRD 6920482 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: CA, IN Matt McFarland — FINRA BrokerCheck CRD 6675310 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: TX Amr Tenney — FINRA BrokerCheck CRD 5506866 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX Tommy Olsen — FINRA BrokerCheck CRD 7338381 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: AZ McKenna Duncan — FINRA BrokerCheck CRD 7310472 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX |
| Money to insiders | Sales commissions: $1,458,272 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $995,679 (est.) Issuer's note: Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. · Issuer's note: Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. |
| Signed by | Jason Warsavsky, President of the Sponsor of the Issuer (Mar 24, 2023) |
| Changes vs previous filing |
Compared with the D/A filed Jan 18, 2023 (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 context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $14,882,588. Typical range: $2,250,000–$16,950,000. Investors: 42. Typical range: 5–32. "Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, 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 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jan 18, 2023 · amends 0001940976-22-000006 ↗ SEC file no. 021-457954 · accession 0001940976-23-000001 · filing 7 of 8 in this offering |
|---|---|
| Raise progress | $14,436,866 sold of $14,882,588 offered (97%) · $445,722 remaining · first sale Aug 23, 2022 Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Aug 23, 2022 · Original Form D filed: Sep 6, 2022 (14 days after first sale) · This amendment (Form D/A) filed: Jan 18, 2023 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 sale | 1,523 days (4.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jan 18, 2023. Most recent amendment for this offering in our index: Mar 24, 2023 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 40 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed 2022 · revenue 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). |
| Industry | Other Real Estate |
| Who is paid to sell it | DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: AR, AZ, CA, CO, FL, GA, IL, MA, MD, NM, OK, TX Edward Fernandez — FINRA BrokerCheck CRD 2956661 ↗ · associated broker-dealer: Capulent LLC (CRD 155155 ↗) Solicits in: NM, NY, TX Jacob Adams — FINRA BrokerCheck CRD 4975889 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: FL, NY, TX Steve Haskell — FINRA BrokerCheck CRD 6864948 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: HI Clay Schmidt — FINRA BrokerCheck CRD 6920482 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: CA, IN Matt McFarland — FINRA BrokerCheck CRD 6675310 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: TX Amr Tenney — FINRA BrokerCheck CRD 5506866 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX Tommy Olsen — FINRA BrokerCheck CRD 7338381 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: AZ McKenna Duncan — FINRA BrokerCheck CRD 7310472 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX |
| Money to insiders | Sales commissions: $1,458,272 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $995,679 (est.) Issuer's note: Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. · Issuer's note: Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. |
| Signed by | Jason Warsavsky, President of the Sponsor of the Issuer (Jan 18, 2023) |
| Changes vs previous filing |
Compared with the D/A filed Dec 30, 2022 (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 context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $14,882,588. Typical range: $2,250,000–$16,950,000. Investors: 40. Typical range: 5–32. "Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, 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 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Dec 30, 2022 · amends 0001940976-22-000005 ↗ SEC file no. 021-457954 · accession 0001940976-22-000006 · filing 6 of 8 in this offering |
|---|---|
| Raise progress | $13,976,047 sold of $14,882,588 offered (94%) · $906,541 remaining · first sale Aug 23, 2022 Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Aug 23, 2022 · Original Form D filed: Sep 6, 2022 (14 days after first sale) · This amendment (Form D/A) filed: Dec 30, 2022 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 sale | 1,523 days (4.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Dec 30, 2022. Most recent amendment for this offering in our index: Mar 24, 2023 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 39 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed 2022 · revenue 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). |
| Industry | Other Real Estate |
| Who is paid to sell it | DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: AR, AZ, CA, CO, FL, GA, IL, MA, MD, NM, TX Edward Fernandez — FINRA BrokerCheck CRD 2956661 ↗ · associated broker-dealer: Capulent LLC (CRD 155155 ↗) Solicits in: NM, NY, TX Jacob Adams — FINRA BrokerCheck CRD 4975889 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: FL, NY, TX Steve Haskell — FINRA BrokerCheck CRD 6864948 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: HI Clay Schmidt — FINRA BrokerCheck CRD 6920482 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: CA, IN Matt McFarland — FINRA BrokerCheck CRD 6675310 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: TX Amr Tenney — FINRA BrokerCheck CRD 5506866 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX Tommy Olsen — FINRA BrokerCheck CRD 7338381 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: AZ McKenna Duncan — FINRA BrokerCheck CRD 7310472 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX |
| Money to insiders | Sales commissions: $1,458,272 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $995,679 (est.) Issuer's note: Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. · Issuer's note: Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. |
| Signed by | Jason Warsavsky, President of the Sponsor of the Issuer (Dec 30, 2022) |
| Changes vs previous filing |
Compared with the D/A filed Dec 2, 2022 (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 context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $14,882,588. Typical range: $2,250,000–$16,950,000. Investors: 39. Typical range: 5–32. "Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, 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 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Dec 2, 2022 · amends 0001940976-22-000004 ↗ SEC file no. 021-457954 · accession 0001940976-22-000005 · filing 5 of 8 in this offering |
|---|---|
| Raise progress | $11,959,547 sold of $14,882,588 offered (80%) · $2,923,041 remaining · first sale Aug 23, 2022 Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Aug 23, 2022 · Original Form D filed: Sep 6, 2022 (14 days after first sale) · This amendment (Form D/A) filed: Dec 2, 2022 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 sale | 1,523 days (4.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Dec 2, 2022. Most recent amendment for this offering in our index: Mar 24, 2023 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 35 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed 2022 · revenue 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). |
| Industry | Other Real Estate |
| Who is paid to sell it | DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: AZ, CA, CO, FL, GA, IL, MA, MD, NM, TX Edward Fernandez — FINRA BrokerCheck CRD 2956661 ↗ · associated broker-dealer: Capulent LLC (CRD 155155 ↗) Solicits in: NM, NY, TX Jacob Adams — FINRA BrokerCheck CRD 4975889 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: FL, NY, TX Steve Haskell — FINRA BrokerCheck CRD 6864948 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: HI Clay Schmidt — FINRA BrokerCheck CRD 6920482 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: CA, IN Matt McFarland — FINRA BrokerCheck CRD 6675310 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: TX Amr Tenney — FINRA BrokerCheck CRD 5506866 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX Tommy Olsen — FINRA BrokerCheck CRD 7338381 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: AZ |
| Money to insiders | Sales commissions: $1,458,272 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $995,679 (est.) Issuer's note: Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. · Issuer's note: Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. |
| Signed by | Jason Warsavsky, President of the Sponsor of the Issuer (Dec 2, 2022) |
| Changes vs previous filing |
Compared with the D/A filed Oct 28, 2022 (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 context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $14,882,588. Typical range: $2,250,000–$16,950,000. Investors: 35. Typical range: 5–32. "Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, 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 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 28, 2022 · amends 0001940976-22-000003 ↗ SEC file no. 021-457954 · accession 0001940976-22-000004 · filing 4 of 8 in this offering |
|---|---|
| Raise progress | $11,561,965 sold of $14,882,588 offered (78%) · $3,320,623 remaining · first sale Aug 23, 2022 Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Aug 23, 2022 · Original Form D filed: Sep 6, 2022 (14 days after first sale) · This amendment (Form D/A) filed: Oct 28, 2022 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 sale | 1,523 days (4.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Oct 28, 2022. Most recent amendment for this offering in our index: Mar 24, 2023 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 32 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed 2022 · revenue 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). |
| Industry | Other Real Estate |
| Who is paid to sell it | DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: AZ, CA, CO, FL, GA, MA, MD, NM, TX Edward Fernandez — FINRA BrokerCheck CRD 2956661 ↗ · associated broker-dealer: Capulent LLC (CRD 155155 ↗) Solicits in: NM, NY, TX Jacob Adams — FINRA BrokerCheck CRD 4975889 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: FL, NY, TX Steve Haskell — FINRA BrokerCheck CRD 6864948 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: HI Clay Schmidt — FINRA BrokerCheck CRD 6920482 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: IN Matt McFarland — FINRA BrokerCheck CRD 6675310 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: TX Amr Tenney — FINRA BrokerCheck CRD 5506866 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX Tommy Olsen — FINRA BrokerCheck CRD 7338381 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: AZ |
| Money to insiders | Sales commissions: $1,458,272 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $995,679 (est.) Issuer's note: Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. · Issuer's note: Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. |
| Signed by | Jason Warsavsky, President of the Sponsor of the Issuer (Oct 28, 2022) |
| Changes vs previous filing |
Compared with the D/A filed Oct 11, 2022 (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 context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $14,882,588. Typical range: $2,250,000–$16,950,000. Investors: 32. Typical range: 5–32. "Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, 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 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 11, 2022 · amends 0001940976-22-000002 ↗ SEC file no. 021-457954 · accession 0001940976-22-000003 · filing 3 of 8 in this offering |
|---|---|
| Raise progress | $7,561,239 sold of $14,882,588 offered (51%) · $7,321,349 remaining · first sale Aug 23, 2022 Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Aug 23, 2022 · Original Form D filed: Sep 6, 2022 (14 days after first sale) · This amendment (Form D/A) filed: Oct 11, 2022 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 sale | 1,523 days (4.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Oct 11, 2022. Most recent amendment for this offering in our index: Mar 24, 2023 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 21 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed 2022 · revenue 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). |
| Industry | Other Real Estate |
| Who is paid to sell it | DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: AZ, CA, CO, FL, MA, MD, NM, TX Edward Fernandez — FINRA BrokerCheck CRD 2956661 ↗ · associated broker-dealer: Capulent LLC (CRD 155155 ↗) Solicits in: NM, NY, TX Jacob Adams — FINRA BrokerCheck CRD 4975889 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX Steve Haskell — FINRA BrokerCheck CRD 6864948 ↗ · associated broker-dealer: FNEX Capital, LLC (CRD 166316 ↗) Solicits in: HI |
| Money to insiders | Sales commissions: $1,458,272 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $995,679 (est.) Issuer's note: Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. · Issuer's note: Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. |
| Signed by | Jason Warsavsky, President of the Sponsor of the Issuer (Oct 11, 2022) |
| Changes vs previous filing |
Compared with the D/A filed Sep 23, 2022 (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 context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $14,882,588. Typical range: $2,250,000–$16,950,000. Investors: 21. Typical range: 5–32. "Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, 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 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Sep 23, 2022 · amends 0001940976-22-000001 ↗ SEC file no. 021-457954 · accession 0001940976-22-000002 · filing 2 of 8 in this offering |
|---|---|
| Raise progress | $5,285,964 sold of $14,882,588 offered (36%) · $9,596,624 remaining · first sale Aug 23, 2022 Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Aug 23, 2022 · Original Form D filed: Sep 6, 2022 (14 days after first sale) · This amendment (Form D/A) filed: Sep 23, 2022 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 sale | 1,523 days (4.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Sep 23, 2022. Most recent amendment for this offering in our index: Mar 24, 2023 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 13 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed 2022 · revenue 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). |
| Industry | Other Real Estate |
| Who is paid to sell it | DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: CA, CO, FL, MA, MD, TX Edward Fernandez — FINRA BrokerCheck CRD 2956661 ↗ · associated broker-dealer: Capulent LLC (CRD 155155 ↗) Solicits in: NM, NY, TX Jacob Adams — FINRA BrokerCheck CRD 4975889 ↗ · associated broker-dealer: Realized Financial, Inc. (CRD 22333 ↗) Solicits in: TX |
| Money to insiders | Sales commissions: $1,458,272 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $995,679 (est.) Issuer's note: Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. · Issuer's note: Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. |
| Signed by | Jason Warsavsky, President of the Sponsor of the Issuer (Sep 23, 2022) |
| Changes vs previous filing |
Compared with the D filed Sep 6, 2022 (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 context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $14,882,588. Typical range: $2,250,000–$16,950,000. Investors: 13. Typical range: 5–32. "Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, 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 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Sep 6, 2022 SEC file no. 021-457954 · accession 0001940976-22-000001 · filing 1 of 8 in this offering |
|---|---|
| Raise progress | $3,704,520 sold of $14,882,588 offered (25%) · $11,178,068 remaining · first sale Aug 23, 2022 Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Aug 23, 2022 · Form D filed: Sep 6, 2022 (14 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 sale | 1,523 days (4.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Mar 24, 2023 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 7 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed 2022 · revenue 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). |
| Industry | Other Real Estate |
| Who is paid to sell it | DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: CA, CO, FL, MD, TX Edward Fernandez — FINRA BrokerCheck CRD 2956661 ↗ · associated broker-dealer: Capulent LLC (CRD 155155 ↗) Solicits in: NY, TX |
| Money to insiders | Sales commissions: $1,458,272 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $995,679 (est.) Issuer's note: Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. · Issuer's note: Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. |
| Signed by | Jason Warsavsky, President of the Sponsor of the Issuer (Sep 6, 2022) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $14,882,588. Typical range: $2,250,000–$16,950,000. Investors: 7. Typical range: 5–32. "Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, 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 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This 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 filed | File no. | Compared with | What changed (both values as filed) |
|---|---|---|---|
| Mar 24, 2023 EDGAR ↗ | 021-457954 | Jan 18, 2023 D/A | total sold: $14,436,866 (Jan 18, 2023) → $14,882,588 (Mar 24, 2023) · remaining: $445,722 (Jan 18, 2023) → $0 (Mar 24, 2023) · investors: 40 (Jan 18, 2023) → 42 (Mar 24, 2023) |
| Jan 18, 2023 EDGAR ↗ | 021-457954 | Dec 30, 2022 D/A | total sold: $13,976,047 (Dec 30, 2022) → $14,436,866 (Jan 18, 2023) · remaining: $906,541 (Dec 30, 2022) → $445,722 (Jan 18, 2023) · investors: 39 (Dec 30, 2022) → 40 (Jan 18, 2023) |
| Dec 30, 2022 EDGAR ↗ | 021-457954 | Dec 2, 2022 D/A | total sold: $11,959,547 (Dec 2, 2022) → $13,976,047 (Dec 30, 2022) · remaining: $2,923,041 (Dec 2, 2022) → $906,541 (Dec 30, 2022) · investors: 35 (Dec 2, 2022) → 39 (Dec 30, 2022) · and 1 more (open the filing above) |
| Dec 2, 2022 EDGAR ↗ | 021-457954 | Oct 28, 2022 D/A | total sold: $11,561,965 (Oct 28, 2022) → $11,959,547 (Dec 2, 2022) · remaining: $3,320,623 (Oct 28, 2022) → $2,923,041 (Dec 2, 2022) · investors: 32 (Oct 28, 2022) → 35 (Dec 2, 2022) |
| Oct 28, 2022 EDGAR ↗ | 021-457954 | Oct 11, 2022 D/A | total sold: $7,561,239 (Oct 11, 2022) → $11,561,965 (Oct 28, 2022) · remaining: $7,321,349 (Oct 11, 2022) → $3,320,623 (Oct 28, 2022) · investors: 21 (Oct 11, 2022) → 32 (Oct 28, 2022) · and 1 more (open the filing above) |
| Oct 11, 2022 EDGAR ↗ | 021-457954 | Sep 23, 2022 D/A | total sold: $5,285,964 (Sep 23, 2022) → $7,561,239 (Oct 11, 2022) · remaining: $9,596,624 (Sep 23, 2022) → $7,321,349 (Oct 11, 2022) · investors: 13 (Sep 23, 2022) → 21 (Oct 11, 2022) · and 1 more (open the filing above) |
| Sep 23, 2022 EDGAR ↗ | 021-457954 | Sep 6, 2022 D | total sold: $3,704,520 (Sep 6, 2022) → $5,285,964 (Sep 23, 2022) · remaining: $11,178,068 (Sep 6, 2022) → $9,596,624 (Sep 23, 2022) · investors: 7 (Sep 6, 2022) → 13 (Sep 23, 2022) · and 1 more (open the filing above) |
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 24, 2023. Industry as reported, by offering: One offering, reported as Other Real Estate (Sep 6, 2022).
| Name | Relationship | Address state | On filings (first → last) | Also listed on |
|---|---|---|---|---|
| JWCM Exchange I, LLC entity also filed as JWCM Exchange I; LLC | Executive Officer Issuer's note: Sponsor of the Issuer | NY | Sep 6, 2022 → Mar 24, 2023 on 8 of 8 filings listed on the latest filing | 2 other issuers |
| JWCM Heights West Depositor, LLC entity also filed as JWCM Heights West Depositor; LLC | Executive Officer Issuer's note: Depositor of the Issuer | NY | Sep 6, 2022 → Mar 24, 2023 on 8 of 8 filings listed on the latest filing | — |
| JWCM Heights West Manager, LLC entity also filed as JWCM Heights West Manager; LLC | Executive Officer Issuer's note: Manager and Signatory Trustee of the Issuer | NY | Sep 6, 2022 → Mar 24, 2023 on 8 of 8 filings listed on the latest filing | — |
| Jason Warsavsky | Executive Officer Issuer's note: President of the Sponsor of the Issuer | NY | Sep 6, 2022 → Mar 24, 2023 on 8 of 8 filings listed on the latest filing | 2 other issuers |
Executive officers, directors and promoters as self-reported by the issuer; spelling variants of one person are merged. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Other issuers listing the same people:
Shared address: this business address appears on filings for 15 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.
Address of record is shared by 18 issuers in SEC Form D filings (shared office, PartnerFacts count as of Oct 23, 2026, 5:45 PM ET) — not used to group this issuer.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet collected.
Sources to be searched: sponsor website, Internet Archive, press index (GDELT), Form ADV. A sponsor's website is known only from an approved profile claim or the issuer's own Form ADV; we never look it up elsewhere and never collect personal or family accounts.
Entity standing: not checked (no official programmatic source for NY yet).
Export this report as PDF (all source links + data timestamp; members · included free during the launch period)
No corrections have been requested for this page.
Filing-to-filing changes are in Amendment history above.
The complete public-record profile for JWCM Heights West, DST, plus the weekly new-filings list.
Only "Connect me" shares your details — with this sponsor, at a flat price we charge them, never tied to whether you invest. "Just researching" shares nothing.
Free. Tell us what's wrong and, if you can, where the correct public record is. Every request is logged with its status (received → under review → fixed / confirmed with source).
Sponsors may add a sourced explanation next to any fact on this page. Reviewed before publishing; never edits the public record.
Free. Get the "Claimed by sponsor" chip and a verified contact for corrections. Claiming never changes the public-record section.