IHC Delaware Statutory Trusts Recovery Attorneys

Young Retiree Sues Emerson Equity Over Inspired Healthcare Losses

Our IHC Delaware Statutory Trusts Are Continuing to Investigate Investor Losses 

Shepherd Smith Edwards and Kantas IHC Delaware Statutory Trusts Recovery Attorneys (investorlawyers.com) is representing a young retiree in her six-figure FINRA lawsuit. She is seeking up to $500K in damages from Emerson Equity, broker Joshua David Chapin, and Emerson’s control person Dominic Julio Baldini. Our Client trusted the Respondents to take care of her savings. Instead, she contends, they unsuitably recommended Inspired Healthcare Capital Delaware Statutory Trusts (IHC DSTs) and other illiquid investments, such as Carter Multi-family, Exchange Right, HPI, Leitbox, Pinnacle and Red Oak.

The recommended concentrations made for these investments were of the magnitude that would have been excessive even if they had had blue-chip stocks rather than no-name entities that were essentially privately traded start-ups. To involve this Claimant in these investments was clearly not in her best interests. In her IHC Delaware Statutory Trust recovery case, filed in Financial Industry Regulatory Arbitration, our client is also alleging breach of fiduciary duty, unjust enrichment, and more.

This Claimant was a novice investor. The investments in question were misrepresented as reasonably safe and secure, even though they were complex, speculative, and opaque products.

According to the CRD of Emerson Equity, financial advisor Joshua David Chapin has worked for 14 years in the industry. He is also a registered Emerson Equity investment adviser. At least two other customer disputes alleging negligence were filed against Chapin this year.

Representing Inspired Healthcare Capital DST Investors Against Emerson Equity and Other Brokerage Firms

Shepherd Smith Edwards and Kantas is helping many investors in their investment loss recovery claims against Emerson Equity and other broker-dealers. We are continuing to investigate further claims of IHC DST Losses. If we decide to work together, you will become part of our unit of Inspired Healthcare Capital investment lawsuits that are represented by everyone at our firm.

Emerson Equity was the sole managing broker-dealer for all IHC products. Now, Inspired Healthcare Capital is defunct. There are no returns or redemptions for investors. The company is under regulatory investigation by the US Securities and Exchange Commission (SEC). Its Delaware Statutory Trusts, which are Regulation D offerings, should have been sold only to accredited investors. The financial advisors who sold these Reg D offerings were paid multi-layer fees of up to 12.5%, which is something that the investors we are representing claim was never fully explained to them.

In September 2025, Emerson Equity Bridge Fund I, an affiliate of the brokerage firm, sued Inspired Healthcare Capital and its CEO ,Luke Lee. It turns out that last year, Emerson Equity lent $1.5M to this private equity firm, allegedly based on misrepresented financial statements. IHC has since defaulted on the loan. Even if Emerson Equity was unaware of the financial woes plaguing Inspired Healthcare Capital, it had a duty to conduct the necessary due diligence into IHC DSTs that it was recommending to investors.

What Should You Do If You Are an Inspired Healthcare Capital Investor Who Has Suffered DST Losses?

Contact Shepherd Smith Edwards and Kantas so we can help you explore your legal options. You want to work with seasoned IHC DST recovery attorneys. You can also call (800) 259-9010 today.