Investor · Rancho Santa Fe, CA

Lisa Wheatley

Open Lisa in the network graph →

Filings

23

SEC Form D

Connections

64

co-filers

Capital

$783.6M

across filings

Active

Jun 2017

to Feb 2023

Most-connected co-filers (64)

John Wylie · Rancho Santa Fe, CA15 shared Catherine Nicholas · Rancho Santa Fe, CA13 shared Nicholas Investment Partners, L.P · RANCHO SANTE FE, CA11 shared Nicholas Investment Partners, L.P · Rancho Sante Fe, CA11 shared Nicholas Investment Partners, L.P · Rancho Sante Fe, CA11 shared Nicholas Investment Partners, L.L.C · Rancho Santa Fe, CA10 shared Nicholas Investment Partners, L.L.C · Rancho Santa Fe, CA10 shared Zhongmin Wei · RALEIGH, NC9 shared Brian P. Logan · Westerville, OH9 shared Richard Neave · NEW YORK, NY9 shared Edward J. Kistner · New Albany, OH9 shared Raymond C. Whitaker, Iii · New Albany, OH9 shared Jeffrey L. Tweedy · Miami, FL9 shared Christopher Sirani · Rancho Santa Fe, CA7 shared Sean Donovan · NEW YORK, NY5 shared Timothy D. Moore · Unionville, Ontario, Canada5 shared Peter Kelly · TULSA, OK4 shared Lauren Brueggen · New York, NY4 shared Christopher Siriani · Rancho Santa Fe, CA4 shared First Turn Gp Manager, Llc · Del Mar, CA3 shared First Turn Gp, Llc · Del Mar, CA3 shared First Turn Gp Manager, Llc · Del Mar, CA3 shared First Turn Gp, Llc · Del Mar, CA3 shared Robert Macpherson · VANCOUVER, British Columbia, Canada3 shared

Recent filings (23)

First Turn, LPNov 2025 · 5 co-filers First Turn, LPNov 2024 · 6 co-filers First Turn, LPNov 2023 · 5 co-filers PRONGHORN FF&E LPFeb 2023 · 16 co-filers NicHealth L.P.Feb 2023 · 16 co-filers PRONGHORN FF&E LPFeb 2022 · 16 co-filers NicHealth L.P.Feb 2022 · 16 co-filers NicHealth L.P.Feb 2021 · 16 co-filers PRONGHORN FF&E LPFeb 2021 · 16 co-filers PRONGHORN FF&E LPFeb 2020 · 16 co-filers NicHealth L.P.Feb 2020 · 16 co-filers Idelic Inc.Sep 2019 · 10 co-filers$8.0M PRONGHORN FF&E LPFeb 2019 · 16 co-filers Nicholas Healthcare Opportunities L.P.Feb 2019 · 16 co-filers Idelic Inc.Nov 2018 · 10 co-filers$2.0M PALISADES GROWTH CAPITAL II, L.P.Oct 2018 · 8 co-filers$125.0M JDK Housing, LLCOct 2018 · 2 co-filers Nicholas Healthcare Opportunities L.P.May 2018 · 20 co-filers JDK Housing, LLCOct 2017 · 2 co-filers Idelic Inc.Oct 2017 · 5 co-filers$1.3M PAC FUND IV LLCJun 2017 · 9 co-filers$15.0M PALISADES GROWTH CAPITAL II, L.P.Jun 2017 · 8 co-filers$125.0M PAC FUND IV LLCJun 2017 · 9 co-filers$15.0M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Lisa in the interactive graph →