Sponsor Check › Sponsor group
35 issuers linked to one sponsor · SAN FRANCISCO, CA
Grouped because: 10 shared people, 7 shared management entities, same business address (31 issuers), similar issuer names (21) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Sep 1, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · 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.
None found so far in sources searched for 35 of 35 issuers in this group.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 35 of 35 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
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.
None found so far in sources searched for 35 of 35 issuers in this group.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 35 of 35 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
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 sponsor group 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 the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
7 of 38 offerings report sales commissions totalling $3,406,508; 0 report finder's fees; 1 reports proceeds to related persons totalling $2,119,621. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 1, 2026 D File 021-596038 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 27, 2026 D File 021-585264 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2026 D File 021-584934 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 23, 2026 D File 021-577351 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2026 D/A File 021-508670 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 28, 2026 D/A File 021-571139 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 22, 2026 D File 021-570888 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Sep 5, 2025 D File 021-556746 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 7, 2025 D File 021-553994 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 20, 2025 D/A File 021-527812 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 13, 2025 D File 021-540781 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 5, 2025 D/A File 021-475126 | $2,250,000 (est.) | $0 | $0 | Threadmark Partners Limited no CRD number reported |
| EDGAR ↗ | Mar 5, 2025 D/A File 021-475127 | $91,250 (est.) | $0 | $0 | Threadmark Partners Limited no CRD number reported |
| EDGAR ↗ | Mar 5, 2025 D/A File 021-475128 | $240,000 (est.) | $0 | $0 | Threadmark Partners Limited no CRD number reported Morgan Stanley BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Dec 11, 2024 D File 021-531726 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 23, 2024 D File 021-524730 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2023 D File 021-497932 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2023 D File 021-497933 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2023 D File 021-497934 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 3, 2023 D File 021-474867 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 23, 2023 D File 021-474109 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 28, 2022 D File 021-450466 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 27, 2022 D File 021-450229 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 12, 2021 D File 021-416413 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 24, 2021 D File 021-390334 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2020 D/A File 021-337705 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2020 D/A File 021-337706 | $0 (est.) | $0 | $0 | Aico Partners GmbH no CRD number reported |
| EDGAR ↗ | Nov 7, 2019 D File 021-352842 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 14, 2019 D File 021-342001 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 14, 2019 D File 021-342004 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 14, 2019 D File 021-342005 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 15, 2017 D File 021-282546 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 11, 2013 D File 021-194859 | $187,758 (est.) | $0 | $0 | LAZARD FRERES AND CO., LLC BrokerCheck CRD 2528 ↗ |
| EDGAR ↗ | Apr 11, 2013 D File 021-194869 | $625,000 (est.) | $0 | $0 | LAZARD FRERES AND CO., LLC BrokerCheck CRD 2528 ↗ |
| EDGAR ↗ | Apr 11, 2013 D File 021-194866 | $0 | $0 | $0 | LAZARD FRERES AND CO., LLC BrokerCheck CRD 2528 ↗ |
| EDGAR ↗ | Apr 11, 2013 D File 021-194871 | $0 | $0 | $0 | LAZARD FRERES AND CO., LLC BrokerCheck CRD 2528 ↗ |
| EDGAR ↗ | Feb 16, 2012 D File 021-173599 | $0 | $0 | $2,119,621 (est.) Payment of Promissory Note dated March 30, 2009 secured by one of Issuer's hotels; the note was purchased from bank on November 21, 2011 by four directors of Issuer. | None listed on this filing |
| EDGAR ↗ | May 17, 2010 D File 021-142131 | $0 | $0 | $0 | None listed on this filing |
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.
Counted across all 35 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Stepstone in the sources searched.
Not found in sources searched as of Oct 23, 2026, 11:56 PM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 23, 2026, 11:56 PM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 11:56 PM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 11:56 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. 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 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, 11:30 PM ET; last subject check: Oct 24, 2026, 12:06 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address 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.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | CONDOR HOSPITALITY TRUST, INC. | shared people, same person name on both filings | Bethesda, MD | REITS and Finance | 3 | $30,000,000 offering $9,250,000 · similar: $2,500,000–$75,000,000 | 3 similar: 4–63 | $4,372,620 similar: $15,000–$100,000 | 2010–2017 |
| EDGAR ↗ | CLAIRVUE CAPITAL PARTNERS II-TE 2,LP | shared people, same person name on both filings, same business address, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 1 | $5,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 | 2013–2013 |
| EDGAR ↗ | CLAIRVUE CAPITAL PARTNERS II-TE 1, LP | shared people, same person name on both filings, same business address, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 1 | $50,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $10,000,000 similar: $1,000–$100,000 | 2013–2013 |
| EDGAR ↗ | CLAIRVUE CAPITAL PARTNERS II-T GS, LP | shared people, same person name on both filings, same business address, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 1 | $8,614,432 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $8,614,432 similar: $1,000–$100,000 | 2013–2013 |
| EDGAR ↗ | CLAIRVUE CAPITAL PARTNERS II (OFFSHORE) GS, LP | shared people, same business address, similar issuer names | SAN FRANCISCO, CA | Pooled Investment Fund | 1 | $9,804,281 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $216,401 similar: $1,000–$100,000 | 2013–2013 |
| EDGAR ↗ | StepStone Real Estate Partners IV, L.P. | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | La Jolla, CA | Pooled Investment Fund | 2 | $111,125,000 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2020 |
| EDGAR ↗ | StepStone Real Estate Partners IV Parallel, L.P. | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | La Jolla, CA | Pooled Investment Fund | 2 | $270,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2020 |
| EDGAR ↗ | SRE IV Spark InvestCo, LP | shared people, same person name on both filings, shared management entity, same business address | LA JOLLA, CA | Pooled Investment Fund | 1 | $165,750,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | SRE III Boxer InvestCo, LP | shared people, same person name on both filings, shared management entity, same business address | LA JOLLA, CA | Pooled Investment Fund | 1 | $80,619,820 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | SRE III/IV Wizard InvestCo, LP | shared people, same person name on both filings, shared management entity, same business address | La Jolla, CA | Pooled Investment Fund | 1 | $112,170,258 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | SRE Care PropCo Upsize - Investco, L.P. | shared people, same person name on both filings, same business address | La Jolla, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | StepStone HB Real Estate Opportunities Fund, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 2 | $175,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2026 |
| EDGAR ↗ | StepStone HB Opportunities Fund II, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | SREP IV ACRE InvestCo (CIV), LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | La Jolla, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | SRE IV Ignite InvestCo (CIV), LP | shared people, same person name on both filings, shared management entity, similar issuer names | GEORGE TOWN, GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $169,400,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | NFU Mutual Global Real Estate, L.P. | shared people, same person name on both filings, shared management entity, same business address | La Jolla, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | G1 SRE SMA Cayman, L.P. | shared people, same person name on both filings, shared management entity, same business address | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | StepStone Real Estate Partners V QFP Parallel, L.P. | shared people, same person name on both filings, shared management entity, same business address | LA JOLLA, CA | Pooled Investment Fund | 3 | $1,175,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | StepStone Real Estate Partners V 892 Parallel, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 3 | $838,897,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | StepStone Real Estate Partners V, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 3 | $300,940,000 offering Indefinite · similar: $155,000–$5,250,000 | 43 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | SREP V Alpha InvestCo (CIV), L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | SREP V Alpha InvestCo Blocked (CIV), L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | SREP V Alpha Emirates Feeder, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Juniversitas Real Estate Diversified Fund SS (USD), L.P. | shared people, same person name on both filings, shared management entity, same business address | LA JOLLA, CA | Pooled Investment Fund | 3 | $948,150,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | StepStone SRA Co-Investment Partnership, L.P. | shared people, same person name on both filings, shared management entity, same business address | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | SRE V Beckett InvestCo (CIV), L.P. | shared people, same person name on both filings, shared management entity, same business address | LA JOLLA, CA | Pooled Investment Fund | 2 | $165,622,284 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | StepStone A Real Estate Co-Investment Partnership, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | StepStone NJ Real Estate SMA, L.P. | shared people, same person name on both filings, shared management entity, same business address | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | SREP V Salud Investco (CIV), L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 1 | $358,645,898 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | SRE IV Ignite Upsize InvestCo (CIV), LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | La Jolla, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | A&E SRE AEREP JV REIT, Inc. | shared people, same person name on both filings | New York, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | BlueStone SH Investment REIT LLC | shared people, same person name on both filings | BOSTON, MA | REITS and Finance | 2 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | SREP V Silver Investco (CIV), L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | SREP V Fierro Investco (CIV), L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | SREP V Falcon Investco (CIV), L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | LA JOLLA, CA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(c) (253 filings); Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Sep 1, 2026 | SREP V Falcon Investco (CIV), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 27, 2026 | SREP V Fierro Investco (CIV), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 22, 2026 | StepStone HB Real Estate Opportunities Fund, L.P. | D | Pooled Investment Fund | Indefinite | $175,000,000 |
| EDGAR ↗ | Mar 23, 2026 | SREP V Silver Investco (CIV), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 19, 2026 | Juniversitas Real Estate Diversified Fund SS (USD), L.P. | D/A | Pooled Investment Fund | Indefinite | $948,150,000 |
| EDGAR ↗ | Jan 28, 2026 | BlueStone SH Investment REIT LLC | D/A | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 26, 2026 | BlueStone SH Investment REIT LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 22, 2026 | A&E SRE AEREP JV REIT, Inc. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Sep 5, 2025 | SRE IV Ignite Upsize InvestCo (CIV), LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 7, 2025 | SREP V Salud Investco (CIV), L.P. | D | Pooled Investment Fund | Indefinite | $358,645,898 |
| EDGAR ↗ | Mar 20, 2025 | SRE V Beckett InvestCo (CIV), L.P. | D/A | Pooled Investment Fund | Indefinite | $165,622,284 |
| EDGAR ↗ | Mar 19, 2025 | Juniversitas Real Estate Diversified Fund SS (USD), L.P. | D/A | Pooled Investment Fund | Indefinite | $419,374,215 |
| EDGAR ↗ | Mar 13, 2025 | StepStone NJ Real Estate SMA, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 5, 2025 | StepStone Real Estate Partners V, L.P. | D/A | Pooled Investment Fund | Indefinite | $300,940,000 |
| EDGAR ↗ | Mar 5, 2025 | StepStone Real Estate Partners V 892 Parallel, L.P. | D/A | Pooled Investment Fund | Indefinite | $838,897,000 |
| EDGAR ↗ | Mar 5, 2025 | StepStone Real Estate Partners V QFP Parallel, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,175,000,000 |
| EDGAR ↗ | Dec 11, 2024 | StepStone A Real Estate Co-Investment Partnership, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 25, 2024 | SRE V Beckett InvestCo (CIV), L.P. | D | Pooled Investment Fund | Indefinite | $103,126,544 |
| EDGAR ↗ | Sep 23, 2024 | StepStone SRA Co-Investment Partnership, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 26, 2024 | Juniversitas Real Estate Diversified Fund SS (USD), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 6, 2024 | StepStone Real Estate Partners V, L.P. | D/A | Pooled Investment Fund | Indefinite | $208,350,000 |
| EDGAR ↗ | Mar 6, 2024 | StepStone Real Estate Partners V 892 Parallel, L.P. | D/A | Pooled Investment Fund | Indefinite | $688,897,000 |
| EDGAR ↗ | Mar 6, 2024 | StepStone Real Estate Partners V QFP Parallel, L.P. | D/A | Pooled Investment Fund | Indefinite | $200,000,000 |
| EDGAR ↗ | Nov 22, 2023 | SREP V Alpha Emirates Feeder, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 22, 2023 | SREP V Alpha InvestCo Blocked (CIV), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 22, 2023 | SREP V Alpha InvestCo (CIV), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 7, 2023 | StepStone Real Estate Partners V, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 7, 2023 | StepStone Real Estate Partners V 892 Parallel, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 7, 2023 | StepStone Real Estate Partners V QFP Parallel, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 3, 2023 | G1 SRE SMA Cayman, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 23, 2023 | NFU Mutual Global Real Estate, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 28, 2022 | SRE IV Ignite InvestCo (CIV), LP | D | Pooled Investment Fund | Indefinite | $169,400,000 |
| EDGAR ↗ | Jun 27, 2022 | SREP IV ACRE InvestCo (CIV), LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 12, 2021 | StepStone HB Opportunities Fund II, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 24, 2021 | StepStone HB Real Estate Opportunities Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 17, 2020 | StepStone Real Estate Partners IV Parallel, L.P. | D/A | Pooled Investment Fund | Indefinite | $270,000,000 |
| EDGAR ↗ | Apr 17, 2020 | StepStone Real Estate Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $111,125,000 |
| EDGAR ↗ | Nov 7, 2019 | SRE Care PropCo Upsize - Investco, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 14, 2019 | SRE IV Spark InvestCo, LP | D | Pooled Investment Fund | Indefinite | $165,750,000 |
| EDGAR ↗ | Jun 14, 2019 | SRE III/IV Wizard InvestCo, LP | D | Pooled Investment Fund | Indefinite | $112,170,258 |
| EDGAR ↗ | Jun 14, 2019 | SRE III Boxer InvestCo, LP | D | Pooled Investment Fund | Indefinite | $80,619,820 |
| EDGAR ↗ | Apr 19, 2019 | StepStone Real Estate Partners IV Parallel, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 19, 2019 | StepStone Real Estate Partners IV, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 15, 2017 | CONDOR HOSPITALITY TRUST, INC. | D | REITS and Finance | $9,250,000 | $9,250,000 |
| EDGAR ↗ | Apr 11, 2013 | CLAIRVUE CAPITAL PARTNERS II (OFFSHORE) GS, LP | D | Pooled Investment Fund | Indefinite | $9,804,281 |
| EDGAR ↗ | Apr 11, 2013 | CLAIRVUE CAPITAL PARTNERS II-T GS, LP | D | Pooled Investment Fund | Indefinite | $8,614,432 |
| EDGAR ↗ | Apr 11, 2013 | CLAIRVUE CAPITAL PARTNERS II-TE 1, LP | D | Pooled Investment Fund | Indefinite | $50,000,000 |
| EDGAR ↗ | Apr 11, 2013 | CLAIRVUE CAPITAL PARTNERS II-TE 2,LP | D | Pooled Investment Fund | Indefinite | $5,000,000 |
| EDGAR ↗ | Feb 16, 2012 | CONDOR HOSPITALITY TRUST, INC. | D | REITS and Finance | $30,000,000 | $30,000,000 |
| EDGAR ↗ | May 17, 2010 | CONDOR HOSPITALITY TRUST, INC. | D | REITS and Finance | $1,000,000 | $1,000,000 |
Activity: 6 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 1, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: REITS and Finance (2010–2012), Pooled Investment Fund (2013), REITS and Finance (2017), Pooled Investment Fund (2019–2025), REITS and Finance (2026). Latest offering: Pooled Investment Fund (2026; most recent Sep 1, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Brendan MacDonald | Director, Executive Officer | 27 | Apr 11, 2013 → Sep 1, 2026 |
| StepStone Group Real Estate Holdings LLC entity | Executive Officer | 24 | Apr 17, 2020 → Sep 1, 2026 |
| StepStone Group Real Estate, LP entity | Executive Officer | 24 | Apr 17, 2020 → Sep 1, 2026 |
| Josh Cleveland | Executive Officer | 23 | Apr 11, 2013 → May 22, 2026 |
| Jeff Giller | Executive Officer | 22 | Apr 19, 2019 → Sep 1, 2026 |
| Adam Lesnick | Executive Officer, Director | 21 | Feb 23, 2023 → Sep 1, 2026 |
| Matthew Lambert | Executive Officer | 6 | Apr 17, 2020 → Jun 28, 2022 |
| JEFFREY GILLER | Director, Executive Officer | 5 | Apr 11, 2013 → Mar 15, 2017 |
| John Waters | Executive Officer, Director | 4 | Mar 13, 2025 → May 22, 2026 |
| Joshua Cleveland | Executive Officer | 3 | Mar 23, 2026 → Sep 1, 2026 |
| StepStone REP V (GP), LLC entity | Executive Officer | 3 | Mar 7, 2023 → Mar 5, 2025 |
| StepStone REP V (GP Cayman), LLC entity | Executive Officer | 3 | Nov 22, 2023 → Nov 22, 2023 |
| StepStone REP IV (GP), LLC entity | Executive Officer | 3 | Apr 19, 2019 → Jun 27, 2022 |
| Charles Manak | Executive Officer | 3 | Jun 14, 2019 → Jun 14, 2019 |
| Stepstone HB Real Estate (GP), LLC entity | Executive Officer | 2 | Feb 24, 2021 → May 22, 2026 |
| StepStone REP III (GP) (Cayman), LLC entity | Executive Officer | 2 | Jun 14, 2019 → Jun 14, 2019 |
| Jason Ment | Executive Officer | 2 | Apr 19, 2019 → Apr 19, 2019 |
| SREP V Falcon CIV (GP), LLC entity | Executive Officer | 1 | Sep 1, 2026 → Sep 1, 2026 |
| SREP V Fierro CIV (GP), LLC entity | Executive Officer | 1 | May 27, 2026 → May 27, 2026 |
| SREP V Silver CIV (GP), LLC entity | Executive Officer | 1 | Mar 23, 2026 → Mar 23, 2026 |
| SRE Juniversitas (GP), LLC entity | Executive Officer | 1 | Mar 26, 2024 → Mar 19, 2026 |
| Gray Layden | Executive Officer | 1 | Jan 28, 2026 → Jan 28, 2026 |
| Gary Layden | Executive Officer | 1 | Jan 26, 2026 → Jan 26, 2026 |
| SREP IV Ignite Upsize InvestCo (CIV GP), LLC entity | Executive Officer | 1 | Sep 5, 2025 → Sep 5, 2025 |
| SREP V Salud CIV (GP), LLC entity | Executive Officer | 1 | Aug 7, 2025 → Aug 7, 2025 |
| SRE Beckett CIV (GP), LLC entity | Executive Officer | 1 | Oct 25, 2024 → Mar 20, 2025 |
| STEPSTONE NJ REAL ESTATE (GP), LLC entity | Executive Officer | 1 | Mar 13, 2025 → Mar 13, 2025 |
| StepStone A Real Estate Co-Investment Partnership (GP), LLC entity | Executive Officer | 1 | Dec 11, 2024 → Dec 11, 2024 |
| StepStone SRA Co-Investment Partnership (GP), LLC entity | Executive Officer | 1 | Sep 23, 2024 → Sep 23, 2024 |
| G1 SRE SMA GP, LLC entity | Executive Officer | 1 | Mar 3, 2023 → Mar 3, 2023 |
| SRE N-22, LLC entity | Executive Officer | 1 | Feb 23, 2023 → Feb 23, 2023 |
| StepStone REP IV (GP Cayman) entity | Executive Officer | 1 | Jun 28, 2022 → Jun 28, 2022 |
| Kirsty McGuire | Executive Officer | 1 | Nov 7, 2019 → Nov 7, 2019 |
| StepStone REP IV (GP Cayman), LLC entity | Executive Officer | 1 | Jun 14, 2019 → Jun 14, 2019 |
| Daphne J Dufresne | Director | 1 | Mar 15, 2017 → Mar 15, 2017 |
| John M Sabin | Director | 1 | Feb 16, 2012 → Mar 15, 2017 |
| Donald J Landry | Director | 1 | Feb 16, 2012 → Mar 15, 2017 |
| Jonathan Gantt | Executive Officer | 1 | Mar 15, 2017 → Mar 15, 2017 |
| Daniel R Elsztain | Director | 1 | Mar 15, 2017 → Mar 15, 2017 |
| James H Friend | Director | 1 | Mar 15, 2017 → Mar 15, 2017 |
| Arinn Cavey | Executive Officer | 1 | Mar 15, 2017 → Mar 15, 2017 |
| J William Blackham | Executive Officer, Director | 1 | Mar 15, 2017 → Mar 15, 2017 |
| Jeffrey Dougan | Executive Officer | 1 | Mar 15, 2017 → Mar 15, 2017 |
| Mark D Linehan | Director | 1 | Mar 15, 2017 → Mar 15, 2017 |
| JEFFREY MACDONALD | Executive Officer | 1 | Apr 11, 2013 → Apr 11, 2013 |
| William Latham | Director | 1 | May 17, 2010 → Feb 16, 2012 |
| Kelly A Walters | Executive Officer, Director | 1 | May 17, 2010 → Feb 16, 2012 |
| David Walter | Executive Officer | 1 | May 17, 2010 → Feb 16, 2012 |
| George R Whittemore | Director | 1 | May 17, 2010 → Feb 16, 2012 |
| Allen Dayton | Director | 1 | May 17, 2010 → Feb 16, 2012 |
| Daniel Elzstain | Director | 1 | Feb 16, 2012 → Feb 16, 2012 |
| Jim Friend | Director | 1 | Feb 16, 2012 → Feb 16, 2012 |
| Steven C Gilbert | Executive Officer | 1 | Feb 16, 2012 → Feb 16, 2012 |
| Corrine L Scarpello | Executive Officer | 1 | May 17, 2010 → Feb 16, 2012 |
| Steve H Borgmann | Director | 1 | May 17, 2010 → Feb 16, 2012 |
| Paul Schulte | Director | 1 | May 17, 2010 → May 17, 2010 |
| Jeffrey Zwerdling | Director | 1 | May 17, 2010 → May 17, 2010 |
| Steve Gilbert | Executive Officer | 1 | May 17, 2010 → May 17, 2010 |
| Patrick Jung | Director | 1 | May 17, 2010 → May 17, 2010 |
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