Investor · Sacramento, CA
Julie Roberts
Open Julie in the network graph →Filings
18
SEC Form D
Connections
73
co-filers
Capital
$17.4M
across filings
Active
May 2019
to Jun 2023
Most-connected co-filers (73)
Nicolas Laperriere · Fountain Valley, CA9 sharedTexas Gustavson · Fountain Valley, CA8 sharedKen Davidson · Fountain Valley, CA6 sharedMark J. Schafer · Fountain Valley, CA5 sharedBeach Surgical Holdings Iii, Llc · Fountain Valley, CA5 sharedBeach Surgical Holdings Iii, Llc · Fountain Valley, CA5 sharedMarcus Cohen · New York, NY5 sharedBeach Surgical Holdings Iii, Llc · Fountain Valley, CA5 sharedJacques Poujade · Vancouver, British Columbia, Canada4 sharedScott Stewart · VANCOUVER, British Columbia, Canada4 sharedAlex P. Chi · New York, NY4 sharedOmar H. Chaudhary · New York, NY4 sharedAlex Tkachuk · San Francisco, CA4 sharedPassco Legacy Depositor, LLC · Irvine, CA4 sharedDaniel T. Keough · Waukee, IA4 sharedDennis Jackson · Miami, FL3 sharedSean Safholm · San Francisco, CA3 sharedHarvey E. Shapiro · New York, NY3 sharedWilliam G. Chen · New York, NY3 sharedIan Chester · Miami, FL3 sharedOleg Minzu · San Francisco, CA3 sharedOren Shill · SAN DIEGO, CA3 sharedJohn S. Mcgregor · Milwaukee, WI2 sharedTyree Wilburn · Louisville, KY2 shared
Recent filings (18)
SURGICARE OF LA VETA LTDJun 2023 · 16 co-filers$845KSURGICARE OF LA VETA LTDJun 2023 · 16 co-filers$845KFivePoint Real Estate Fund, LPFeb 2023 · 7 co-filers$250.0MUCSD Center for Surgery of Encinitas, L.P.Jan 2021 · 7 co-filers$1.2MUCSD Center for Surgery of Encinitas, L.P.Jan 2021 · 7 co-filers$1.2MUCSD Ambulatory Surgery Center, LLCOct 2020 · 12 co-filers$16.1MUCSD Ambulatory Surgery Center, LLCOct 2020 · 12 co-filers$16.1MSURGICARE OF LA VETA LTDJul 2020 · 12 co-filers$62KSURGICARE OF LA VETA LTDJul 2020 · 12 co-filers$62KUCSD Surgical Center of San Diego, LLCJun 2020 · 9 co-filers$956KUCSD Surgical Center of San Diego, LLCJun 2020 · 9 co-filers$956KSCA-AppleCare Partners, LLCDec 2019 · 5 co-filers$151KSCA-AppleCare Partners, LLCDec 2019 · 5 co-filers$151KFivePoint Qualified Opportunity Fund I, LPJul 2019 · 7 co-filers$4.5MRedding Surgery Center, LLCMay 2019 · 12 co-filers$230KRedding Surgery Center, LLCMay 2019 · 12 co-filers$230KSURGICARE OF LA VETA LTDNov 2018 · 17 co-filers$932KSURGICARE OF LA VETA LTDNov 2018 · 17 co-filers$932KSURGICARE OF LA VETA LTDNov 2018 · 17 co-filers$932KMemorialCare Surgical Center at Saddleback, LLCOct 2018 · 15 co-filers$128KFivePoint Capital Management, LLCAug 2018 · 3 co-filers$500KJPG Energy Management, LLCJul 2018 · 7 co-filersJPG Energy Management, LLCDec 2017 · 11 co-filersFivePoint Self-Storage Partners I, LPDec 2017 · 5 co-filersFivePoint Real Estate Fund I, LPDec 2017 · 5 co-filers
Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Julie in the interactive graph →