Sponsor Check › Sponsor group
151 issuers linked to one sponsor · Glen Allen, VA
Grouped because: 11 shared people, 2 shared management entities, same business address (151 issuers), similar issuer names (52) · linked address clusters (each with its own management entity or name): Csra (135) · Capital Square (16) (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: Oct 6, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:14 AM 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 in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:14 AM ET.
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.
No SEC search has run yet for this sponsor group.
None found in sources searched.
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 24, 2026, 2:14 AM ET.
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 from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
160 of 163 offerings report sales commissions totalling $331,635,572; 0 report finder's fees; 143 report proceeds to related persons totalling $171,031,581. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 6, 2026 D File 021-600065 | $3,137,400 (est.) | $0 | $696,500 (est.) | WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗ via WealthForge Distributors, LLC (CRD 330314 ↗) |
| EDGAR ↗ | Jun 24, 2026 D/A File 021-552588 | $1,960,000 (est.) | $0 | $200,000 (est.) Includes organizational and offering expenses payable to affiliates of the issuer, who are under the control of certain of the persons named in Item 3. | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | Jun 24, 2026 D File 021-588413 | $2,746,800 (est.) | $0 | $609,000 (est.) | WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗ via WealthForge Distribors, LLC (CRD 330314 ↗) |
| EDGAR ↗ | Jun 24, 2026 D File 021-588457 | $3,607,800 (est.) | $0 | $328,400 (est.) | WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗ via WealthForge Distribors, LLC (CRD 330314 ↗) |
| EDGAR ↗ | Jun 15, 2026 D File 021-587325 | $3,515,400 (est.) | $0 | $1,713,050 (est.) | WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗ via WealthForge Distribors, LLC (CRD 330314 ↗) |
| EDGAR ↗ | Apr 2, 2026 D File 021-578805 | $3,301,200 (est.) | $0 | $669,500 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Mar 30, 2026 D/A File 021-395236 | $8,250,000 (est.) | $0 | $1,500,000 (est.) Includes payments to affiliates of the issuer, including organizational and offering expenses payable to the issuer's sponsor, who is under the control of certain of the persons named in Item 3. | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | Jan 8, 2026 D File 021-569353 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2026 D File 021-569032 | $2,797,200 (est.) | $0 | $1,710,790 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 30, 2025 D File 021-568359 | $1,282,296 | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ Provident Wealth Advisors BrokerCheck CRD 157392 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ Realized Financial, Inc. BrokerCheck CRD 22333 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ Capulent LLC BrokerCheck CRD 155155 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Regatta Capital Group, LLC BrokerCheck CRD 145363 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ CFD Investments, Inc. BrokerCheck CRD 25427 ↗ |
| EDGAR ↗ | Dec 5, 2025 D File 021-565888 | $2,141,874 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Oct 17, 2025 D File 021-561261 | $873,600 (est.) | $0 | $565,250 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Oct 8, 2025 D File 021-560221 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 8, 2025 D File 021-560223 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2025 D File 021-557921 | $799,485 | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ Cary Street Partners BrokerCheck CRD 128089 ↗ Dumaine Investments LLC BrokerCheck CRD 306481 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗ MSC-BD LLC BrokerCheck CRD 142927 ↗ Realized Financial, Inc. BrokerCheck CRD 22333 ↗ Sera Capital BrokerCheck CRD 120896 ↗ |
| EDGAR ↗ | Sep 15, 2025 D/A File 021-518244 | $6,114,205 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Alexander Capital, L.P. BrokerCheck CRD 40077 ↗ Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ Capulent LLC BrokerCheck CRD 155155 ↗ Realta Equities, Inc. BrokerCheck CRD 23769 ↗ IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗ |
| EDGAR ↗ | Aug 26, 2025 D File 021-555847 | $784,550 (est.) | $0 | $1,139,350 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 18, 2025 D File 021-555031 | $2,890,000 (est.) | $0 | $622,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jun 20, 2025 D/A File 021-516588 | $2,016,000 (est.) | $0 | $240,000 (est.) Includes payments to affiliates of the issuer, including organizational and offering expenses payable to the issuer's sponsor, who is under the control of certain of the persons named in Item 3. | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | Jan 3, 2025 D File 021-534132 | $288,265 | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ FNEX CAPITAL, LLC BrokerCheck CRD 166316 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Capulent LLC BrokerCheck CRD 155155 ↗ Great Point Capital, LLC BrokerCheck CRD 114203 ↗ |
| EDGAR ↗ | Nov 6, 2024 D File 021-528780 | $318,074 | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ FNEX CAPITAL, LLC BrokerCheck CRD 166316 ↗ MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗ LIGHTHOUSE CAPITAL GROUP, LLC BrokerCheck CRD 169135 ↗ CHOREO, LLC BrokerCheck CRD 111221 ↗ Dumaine Investments LLC BrokerCheck CRD 306481 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Oct 1, 2024 D File 021-525553 | $1,701,000 (est.) | $0 | $10,460,740 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 24, 2024 D File 021-519600 | $1,923,600 (est.) | $0 | $1,075,480 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | May 31, 2024 D File 021-514854 | $712,323 | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ FNEX CAPITAL, LLC BrokerCheck CRD 166316 ↗ MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗ LIGHTHOUSE CAPITAL GROUP, LLC BrokerCheck CRD 169135 ↗ |
| EDGAR ↗ | Dec 13, 2023 D File 021-499529 | $1,565,700 (est.) | $0 | $898,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Sep 8, 2023 D File 021-491654 | $4,443,750 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jun 21, 2023 D File 021-484692 | $1,742,500 (est.) | $0 | $1,078,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Apr 10, 2023 D File 021-478391 | $464,918 | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | Feb 23, 2023 D File 021-474112 | $1,160,250 (est.) | $0 | $707,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Feb 6, 2023 D File 021-472635 | $1,764,640 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Feb 1, 2023 D File 021-472329 | $3,734,720 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 25, 2023 D File 021-471749 | $1,915,050 (est.) | $0 | $1,029,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 19, 2022 D File 021-467902 | $8,984,500 (est.) | $0 | $3,884,240 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 19, 2022 D File 021-467858 | $4,895,320 (est.) | $0 | $7,524,700 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Oct 26, 2022 D File 021-462807 | $4,751,500 (est.) | $0 | $2,426,630 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Sep 26, 2022 D File 021-459838 | $5,158,395 (est.) | $0 | $2,309,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Sep 26, 2022 D File 021-459844 | $5,739,625 (est.) | $0 | $2,381,800 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Sep 23, 2022 D/A File 021-458671 | $6,212,650 (est.) | $0 | $2,413,530 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Sep 23, 2022 D File 021-459759 | $3,255,500 (est.) | $0 | $821,390 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 22, 2022 D File 021-456534 | $2,278,000 (est.) | $0 | $995,910 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 3, 2022 D File 021-454676 | $4,632,500 (est.) | $0 | $2,302,800 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 29, 2022 D File 021-454178 | $5,535,200 (est.) | $0 | $1,740,998 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 29, 2022 D File 021-454182 | $3,952,500 (est.) | $0 | $2,645,480 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jun 17, 2022 D File 021-449560 | $4,097,000 (est.) | $0 | $2,040,370 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jun 17, 2022 D File 021-449597 | $5,780,000 (est.) | $0 | $2,995,750 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jun 8, 2022 D File 021-448489 | $4,488,850 (est.) | $0 | $2,221,110 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Apr 27, 2022 D File 021-443522 | $4,806,750 (est.) | $0 | $2,428,710 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Apr 7, 2022 D File 021-440781 | $5,140,375 (est.) | $0 | $2,228,170 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Apr 5, 2022 D File 021-440352 | $3,315,040 (est.) | $0 | $150,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Apr 5, 2022 D File 021-440458 | $3,604,000 (est.) | $0 | $1,810,870 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Mar 7, 2022 D File 021-436181 | $1,350,560 (est.) | $0 | $211,225 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Feb 24, 2022 D File 021-434883 | $815,025 (est.) | $0 | $223,750 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Feb 17, 2022 D File 021-433967 | $4,442,950 (est.) | $0 | $9,787,302 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Feb 16, 2022 D File 021-433816 | $2,065,500 (est.) | $0 | $539,170 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Feb 1, 2022 D File 021-431688 | $6,250 (est.) | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 28, 2022 D File 021-431222 | $5,414,500 (est.) | $0 | $3,346,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 28, 2022 D File 021-431292 | $2,992,000 (est.) | $0 | $1,701,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 6, 2022 D File 021-428090 | $2,722,550 (est.) | $0 | $1,480,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 28, 2021 D File 021-426909 | $2,992,000 (est.) | $0 | $1,599,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 28, 2021 D File 021-426981 | $3,871,750 (est.) | $0 | $2,172,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Nov 30, 2021 D File 021-422844 | $3,060,000 (est.) | $0 | $810,580 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Nov 8, 2021 D File 021-420221 | $5,424,700 (est.) | $0 | $2,910,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Nov 3, 2021 D File 021-419646 | $1,980,500 (est.) | $0 | $1,204,050 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Nov 1, 2021 D File 021-419335 | $6,213,500 (est.) | $0 | $2,778,220 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Oct 8, 2021 D File 021-416354 | $4,819,500 (est.) | $0 | $1,356,790 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Oct 1, 2021 D File 021-415360 | $1,569,525 (est.) | $0 | $990,230 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 26, 2021 D File 021-411423 | $1,028,500 (est.) | $0 | $341,320 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 16, 2021 D File 021-410092 | $3,789,810 (est.) | $0 | $2,236,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 30, 2021 D File 021-408301 | $3,876,080 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 28, 2021 D File 021-408020 | $494,445 (est.) | $0 | $233,200 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 19, 2021 D File 021-406722 | $2,371,500 (est.) | $0 | $1,583,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 13, 2021 D File 021-406010 | $1,412,550 (est.) | $0 | $322,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jun 22, 2021 D File 021-403756 | $2,295,000 (est.) | $0 | $1,519,950 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | May 17, 2021 D File 021-399653 | $2,301,250 (est.) | $0 | $736,860 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | May 3, 2021 D File 021-397939 | $5,630,625 (est.) | $0 | $3,426,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Mar 30, 2021 D File 021-394042 | $3,924,375 (est.) | $0 | $1,538,321 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Mar 26, 2021 D File 021-393642 | $3,108,700 (est.) | $0 | $1,769,990 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Mar 11, 2021 D File 021-391919 | $2,033,150 (est.) | $0 | $1,151,540 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Feb 22, 2021 D File 021-390045 | $1,482,425 (est.) | $0 | $796,900 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 25, 2021 D File 021-387164 | $3,418,800 (est.) | $0 | $2,219,700 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 20, 2021 D File 021-386825 | $439,775 (est.) | $0 | $191,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 21, 2020 D File 021-383816 | $3,018,750 (est.) | $0 | $1,172,437 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 17, 2020 D File 021-383526 | $6,650,000 (est.) | $0 | $3,178,050 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Nov 24, 2020 D File 021-381396 | $2,591,680 (est.) | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Nov 4, 2020 D File 021-379696 | $2,117,500 (est.) | $0 | $1,184,450 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Oct 22, 2020 D File 021-378573 | $2,657,812 (est.) | $0 | $1,748,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Oct 1, 2020 D File 021-376861 | $3,377,500 (est.) | $0 | $1,333,360 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Sep 28, 2020 D File 021-376462 | $1,881,688 (est.) | $0 | $1,234,580 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 25, 2020 D File 021-374048 | $1,190,000 (est.) | $0 | $235,680 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 29, 2020 D File 021-372021 | $850,680 (est.) | $0 | $376,260 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 9, 2020 D File 021-370603 | $2,465,000 (est.) | $0 | $895,430 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | May 11, 2020 D File 021-366651 | $2,210,000 (est.) | $0 | $1,357,300 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Mar 11, 2020 D File 021-362552 | $492,660 (est.) | $0 | $311,375 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Feb 20, 2020 D File 021-360998 | $690,000 (est.) | $0 | $225,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 29, 2020 D File 021-359187 | $670,125 (est.) | $0 | $217,500 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 22, 2020 D File 021-358707 | $3,307,775 (est.) | $0 | $7,854,710 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 17, 2020 D File 021-358403 | $4,609,550 (est.) | $0 | $2,627,450 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 6, 2020 D File 021-357208 | $600,000 (est.) | $0 | $50,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 6, 2020 D File 021-357210 | $618,800 (est.) | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 9, 2019 D File 021-355091 | $508,000 (est.) | $0 | $50,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 4, 2019 D File 021-354780 | $1,096,245 (est.) | $0 | $588,450 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Oct 31, 2019 D File 021-352279 | $4,056,625 (est.) | $0 | $2,720,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 26, 2019 D File 021-347367 | $2,043,825 (est.) | $0 | $1,287,900 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 8, 2019 D File 021-346133 | $560,000 (est.) | $0 | $50,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 7, 2019 D File 021-346018 | $3,480,750 (est.) | $0 | $2,135,200 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 17, 2019 D File 021-344545 | $1,097,350 (est.) | $0 | $658,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | May 23, 2019 D File 021-340235 | $1,971,150 (est.) | $0 | $1,208,720 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | May 22, 2019 D File 021-340132 | $911,880 (est.) | $0 | $558,800 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | May 3, 2019 D File 021-338797 | $365,700 (est.) | $0 | $81,098 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | May 3, 2019 D File 021-338794 | $322,650 (est.) | $0 | $71,415 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Mar 22, 2019 D/A File 021-329381 | $1,877,310 (est.) | $0 | $1,134,200 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) Robin Naylor BrokerCheck CRD 1392433 ↗ via Emerson Equity LLC (CRD 130032 ↗) Ryan Thomas BrokerCheck CRD 5090417 ↗ via Lighthouse Capital Group, LLC (CRD 169135 ↗) Tony Kassaei BrokerCheck CRD 4375259 ↗ via Centaurus Financial, Inc. (CRD 30833 ↗) |
| EDGAR ↗ | Feb 8, 2019 D File 021-332456 | $2,898,500 (est.) | $0 | $1,848,370 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 19, 2018 D File 021-328406 | $1,637,440 (est.) | $0 | $1,033,500 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Nov 16, 2018 D File 021-325989 | $733,550 (est.) | $0 | $476,325 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Oct 24, 2018 D File 021-324245 | $1,782,450 (est.) | $0 | $1,048,370 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Sep 13, 2018 D File 021-321260 | $312,525 (est.) | $0 | $69,240 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Aug 3, 2018 D File 021-318472 | $1,957,295 (est.) | $0 | $1,228,270 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jul 10, 2018 D File 021-316367 | $918,765 (est.) | $0 | $570,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jun 22, 2018 D File 021-315183 | $647,530 (est.) | $0 | $358,400 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jun 4, 2018 D File 021-313780 | $196,650 (est.) | $0 | $63,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | May 17, 2018 D File 021-312690 | $849,915 (est.) | $0 | $507,921 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Jan 2, 2018 D File 021-302068 | $312,035 (est.) | $0 | $189,300 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 20, 2017 D/A File 021-301127 | $727,175 (est.) | $0 | $411,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities, LLC (CRD 152550 ↗) |
| EDGAR ↗ | Dec 19, 2017 D/A File 021-299111 | $272,250 (est.) | $0 | $89,100 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ via WealthForge Securities LLC (CRD 152550 ↗) |
| EDGAR ↗ | Sep 25, 2017 D File 021-295313 | $1,102,000 (est.) | $0 | $743,000 (est.) | None listed on this filing |
| EDGAR ↗ | May 2, 2017 D File 021-285874 | $344,680 (est.) | $0 | $81,670 (est.) | Elizabeth Learned Friant BrokerCheck CRD 2122446 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) |
| EDGAR ↗ | Feb 21, 2017 D File 021-281022 | $630,300 (est.) | $0 | $543,000 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) |
| EDGAR ↗ | Feb 1, 2017 D File 021-279801 | $344,680 (est.) | $0 | $81,670 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 2, 2016 D File 021-275560 | $724,962 (est.) | $0 | $635,000 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) |
| EDGAR ↗ | Nov 3, 2016 D File 021-273748 | $172,340 (est.) | $0 | $29,550 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 13, 2016 D File 021-272388 | $206,920 (est.) | $0 | $209,289 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 31, 2016 D File 021-269884 | $847,700 (est.) | $0 | $669,100 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 29, 2016 D File 021-269719 | $141,260 (est.) | $0 | $114,200 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 29, 2016 D File 021-267982 | $617,750 (est.) | $0 | $377,000 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 3, 2016 D File 021-264366 | $29,850 (est.) | $0 | $73,500 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) |
| EDGAR ↗ | Mar 28, 2016 D/A File 021-257583 | $688,000 (est.) | $0 | $525,450 (est.) | None listed on this filing |
| EDGAR ↗ | Mar 9, 2016 D File 021-258925 | $355,180 (est.) | $0 | $125,000 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 5, 2016 D File 021-254518 | $288,000 (est.) | $0 | $259,380 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 21, 2015 D File 021-253489 | $106,575 (est.) | $0 | $145,480 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) |
| EDGAR ↗ | Dec 1, 2015 D File 021-252115 | $787,000 (est.) | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 18, 2015 D File 021-251470 | $360,720 (est.) | $0 | $208,835 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 5, 2015 D File 021-250773 | $225,600 (est.) | $0 | $135,875 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 27, 2015 D File 021-250152 | $144,400 (est.) | $0 | $112,500 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 15, 2015 D/A File 021-247092 | $121,590 (est.) | $0 | $40,000 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) |
| EDGAR ↗ | Sep 9, 2015 D File 021-247228 | $582,160 (est.) | $0 | $284,360 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 31, 2015 D/A File 021-231649 | $748,640 (est.) | $0 | $408,430 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 31, 2015 D/A File 021-239167 | $229,600 (est.) | $0 | $97,330 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 20, 2015 D/A File 021-243536 | $459,200 (est.) | $0 | $274,745 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 2, 2015 D File 021-240944 | $262,800 (est.) | $0 | $161,600 (est.) | None listed on this filing |
| EDGAR ↗ | May 5, 2015 D File 021-239170 | $606,000 (est.) | $0 | $269,500 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 12, 2014 D/A File 021-225451 | $690,400 (est.) | $0 | $335,930 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 24, 2014 D File 021-228922 | $758,000 (est.) | $0 | $335,930 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 29, 2014 D File 021-225450 | $476,900 (est.) | $0 | $205,580 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 11, 2014 D File 021-222593 | $570,400 (est.) | $0 | $280,070 | None listed on this filing |
| EDGAR ↗ | Jul 8, 2014 D File 021-220545 | $724,400 (est.) | $0 | $601,697 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 13, 2014 D File 021-219189 | $249,600 (est.) | $0 | $119,000 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 18, 2014 D File 021-212090 | $832,000 (est.) | $0 | $530,250 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 6, 2014 D File 021-211452 | $480,000 (est.) | $0 | $398,750 | None listed on this filing |
| EDGAR ↗ | Nov 13, 2013 D File 021-206227 | $271,280 (est.) | $0 | $226,540 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 12, 2013 D File 021-202748 | $110,000 (est.) | $0 | $97,200 | Dwight K. Kay BrokerCheck CRD 5376903 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) John M. Butler BrokerCheck CRD 1951436 ↗ via Investment Security Corporation (CRD 47536 ↗) |
| EDGAR ↗ | Sep 3, 2013 D File 021-202204 | $1,157,100 (est.) | $0 | $605,000 (est.) | Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ |
| EDGAR ↗ | May 16, 2013 D File 021-196609 | $330,000 (est.) | $0 | $0 (est.) | Colorado Financial Services Corporation BrokerCheck CRD 104343 ↗ |
| EDGAR ↗ | Jan 7, 2013 D File 021-189659 | $392,400 (est.) | $0 | $513,393 (est.) | TNP Securities, LLC BrokerCheck CRD 149178 ↗ |
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 151 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 5 ownership records matched to Csra in the sources 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 by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 2:16 AM 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 group (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). Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date 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 ↗ | CSRA Riverwood Corporate Center, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | Glen Allen, VA | Commercial | 1 | $1,860,000 | 5 | $25,000 | 2013–2013 |
| EDGAR ↗ | CSRA Ashford Club Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Residential | 1 | $0 | 0 | $30,000 | 2013–2013 |
| EDGAR ↗ | CSRA Bridgeview Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Residential | 1 | $0 | 0 | $25,000 | 2013–2013 |
| EDGAR ↗ | CSRA ECU MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | Glen Allen, VA | Commercial | 1 | $2,871,789 | 3 | $25,000 | 2013–2013 |
| EDGAR ↗ | CSRA GM Dothan, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $9,516,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2013–2013 |
| EDGAR ↗ | CSRA Newcastle North, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $16,875,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | CSRA 2700 S. Las Vegas, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $33,275,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | CSRA NY MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $8,020,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | CSRA MHC Portfolio I, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $25,455,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | CSRA MOB Portfolio I, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $18,662,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | CSRA Chicago Parking I, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $14,220,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | CSRA MOB Portfolio II, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 2 | $0 offering $22,460,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2014–2014 |
| EDGAR ↗ | CSRA MOB TX Portfolio III, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $22,150,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | CSRA Komar Desert Center, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 2 | $0 offering $26,413,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | CSRA Richmond Golf Retail, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 2 | $0 offering $6,770,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | CSRA 1530 W. Covina, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $18,325,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2015–2015 |
| EDGAR ↗ | CSRA Candleglow Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $8,495,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2015–2015 |
| EDGAR ↗ | CSRA Grocery Portfolio I, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 2 | $0 offering $14,490,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | CSRA/Kay Richmond MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 2 | $1,442,990 offering $2,316,000 · similar: $1,815,000–$10,000,000 | 6 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | CSRA Columbus OH Fitness, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $18,777,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | CSRA NC MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $5,555,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | CSRA MOB TX IV, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $7,070,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | CSRA Grocery Portfolio II, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $11,009,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2015–2015 |
| EDGAR ↗ | CSRA DST Bridge Fund I, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Other | 1 | $0 offering $10,000,000 · similar: $1,100,000–$15,000,000 | 0 similar: 2–17 | $50,000 similar: $14,962–$100,000 | 2015–2015 |
| EDGAR ↗ | CSRA/Kay Raleigh MOB, DSt | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $1,770,118 offering $5,998,000 · similar: $3,000,000–$20,000,000 | 3 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2015–2015 |
| EDGAR ↗ | CSRA Perry Place, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $9,350,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | CSRA Galeria Del Rio, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 2 | $0 offering $8,600,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | CSRA Winchester MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $5,074,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | CSRA/Kay Dallas MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $100,000 offering $2,945,000 · similar: $3,000,000–$20,000,000 | 1 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2016–2016 |
| EDGAR ↗ | CS1031 Canopy Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $8,825,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | CS1031 Birmingham MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $2,018,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | CS1031 Crossroads Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $501,568 offering $12,110,000 · similar: $1,815,000–$10,000,000 | 1 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | CS1031 Morganton MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $2,956,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | CS1031 Kinston MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $2,462,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | CS1031/Kay Maple Springs Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $1,517,117 offering $11,788,000 · similar: $3,000,000–$20,000,000 | 7 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2016–2016 |
| EDGAR ↗ | CS1031 Louisburg MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 2 | $1,849,496 offering $4,924,000 · similar: $1,815,000–$10,000,000 | 8 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | CS1031/Kay Alexander Pointe Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $381,487 offering $10,505,000 · similar: $3,000,000–$20,000,000 | 5 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2017–2017 |
| EDGAR ↗ | CS1031 Fairway View Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $13,775,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | CS1031 California MOB I, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 2 | $0 offering $3,630,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2017–2017 |
| EDGAR ↗ | CS1031 High Ridge Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 2 | $0 offering $8,555,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2017–2017 |
| EDGAR ↗ | CS1031 Tampa Pharma, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $3,671,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Diversified Dialysis Portfolio, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $9,999,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Ashland MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $2,622,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Jacksonville FL HQ, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $7,618,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Old Towne Loft Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $10,809,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Ivy Commons Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $23,027,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Houston Memory Care, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $640,755 offering $4,167,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Richmond VA Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $89,640 offering $20,970,000 · similar: $3,000,000–$20,000,000 | 1 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Carolina Industrial, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $8,630,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Carolina Tech HQ, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $19,264,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CS1031 Woodshire Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 2 | $14,135,916 offering $22,086,000 · similar: $3,000,000–$20,000,000 | 38 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 Bellemeade Farms Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $34,100,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 Houston Memory Care II, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $4,876,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 Midwest Dialysis, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $4,302,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 So Cal MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $10,728,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 Hickory Creek Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $23,190,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 Bedford Parke Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $771,000 offering $12,910,000 · similar: $3,000,000–$20,000,000 | 1 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 Misty Ridge Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $40,950,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CSRA Opportunity Zone Fund I, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $7,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 Saltmeadow Bay Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $1,080,478 offering $24,045,000 · similar: $3,000,000–$20,000,000 | 1 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 2000 West Creek Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $47,725,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CS1031 MOB TX V, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $12,897,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CSRA Opportunity Zone Fund II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $6,350,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CSRA Opportunity Zone Fund III, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $7,500,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CSRA Opportunity Zone Fund IV, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $7,735,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 SE Apartment Portfolio II, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $54,230,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 SE Apartment Portfolio, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $38,915,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Augusta MOB, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $8,935,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Midwest Industrial, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $9,200,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 MOB TX VI, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $5,796,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Abbington Place Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $26,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Fairlane Harbor MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $29,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 SE MOB Portfolio, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $10,008,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Harbor View MHC, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $13,600,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Williamsburg VA Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $21,505,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Maplewood Estates MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $38,600,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Promenade at Newnan Crossing Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $30,375,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Marina Pointe Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $24,200,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CSRA/GS Opportunity Zone V, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $32,396,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 The Falls at Ormond Beach MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $76,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 Whispering Pines MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $34,500,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CS1031 California Data Center, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $5,026,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Canopy at Ginter Park Apartments DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $39,072,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Colorado Power, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $16,942,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 SomerHill Farms Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $23,236,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Streets of Greenbrier Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $35,528,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Foxwood Village MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $44,850,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Capital Square Apartment REIT, Inc. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | REITS and Finance | 12 | $29,708,794 offering $50,000,000 · similar: $2,500,000–$75,000,000 | 130 similar: 4–63 | No minimum reported similar: $15,000–$100,000 | 2021–2026 |
| EDGAR ↗ | CS1031 SouthLawn Lawrenceville Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $64,350,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Sun Key Village MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $26,300,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Integra Vistas Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $439,774 offering $27,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 MOB TX VII, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $18,834,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Lullwater at Big Ridge Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $27,900,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 MOB AZ I, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $5,817,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CSRA Opportunity Zone Fund VI, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $48,451,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Livingston Apartment Flats, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $44,586,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Midway Estates MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $12,100,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 17 Broad Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $18,465,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Coach House MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $56,700,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Flats at West Broad Village Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $73,100,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Residences at 393 North Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $23,300,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 The Quincy Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $63,820,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Twin Palms MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $36,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Artistry at Winterfield Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $35,200,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 One Riverside Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $45,550,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CS1031 Capstone at Banks Crossing Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $32,030,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Vista Brooklyn Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $63,700,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Villas at Ridgeview Falls Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $35,200,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Palm Lake Club MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $24,300,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Zero Coupon Fulfillment Center, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $52,270,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 MOB AZ II, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $10,867,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CSRA Steamboat Basecamp, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $16,882,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CSRA Opportunity Zone Fund VII, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $41,438,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Sterling Manor Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $42,400,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 The Louis Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $60,475,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 HOUSTON APARTMENTS, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $56,550,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Village at Westland Cove Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $52,810,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Hunter's Chase Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $48,200,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Retreat at Arden Farms Apartments, DSTS | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $68,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Country Lakes Village MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $65,120,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Rivergate Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $46,500,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 The Trails at Short Pump Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $421,460 offering $54,500,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Lakeside on Riverwatch, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $26,800,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Asheville NC Apartment Portfolio, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 2 | $0 offering $73,090,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Holiday MHC, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $38,300,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Tapestry West Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $60,687,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Lyric at Norton Commons Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $67,525,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 FarmHaus Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $55,900,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Zero Coupon LV Training Facility, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $57,592,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Parkland Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $105,700,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CS1031 Brighton Woodstock BFR Housing, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $22,530,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | CSRA Opportunity Zone Fund VIII, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $46,684,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Capital Square Denton BFR, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $22,058,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | CS1031 Ashford Townes BFR Housing, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $13,650,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Capital Square Apartment Operating Partnership, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | REITS and Finance | 9 | $33,398,189 offering $3,093,863 · similar: $125,000–$125,000 | 74 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2023–2026 |
| EDGAR ↗ | CS1031 Aspen Vista BFR Housing, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $1,996,353 offering $20,500,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Capital Square Glendale BFR, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $49,375,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | CS1031 Summit Place BFR Housing, DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $18,420,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | CSRA Opportunity Zone Fund IX, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 2 | $15,924,305 offering $77,395,000 · similar: $3,000,000–$20,000,000 | 70 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2024–2025 |
| EDGAR ↗ | CS1031 Sidbury Station BFR Housing, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $22,900,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | CS1031 Valley Ridge BFR Housing, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $20,250,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | CS1031 Texas Active Living I, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $34,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | CS1031 Zero Coupon DFW Hospitality, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $9,230,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | CS1031 The Villages at Miami Gardens BFR Housing, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $10,400,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Capital Square Blue Horizons BFR, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $24,066,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | CS1031 Richmond Active Living Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $33,300,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | CS1031 Texas Active Living Portfolio I, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $39,300,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | CS1031 Cacema Townhomes, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $41,850,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | CS1031 Texas Active Living Portfolio II DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $32,700,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | CS1031 Colony at Centerpointe Apartments, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | GLEN ALLEN, VA | Commercial | 1 | $0 offering $42,950,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | CS1031 Texas Active Living New Braunfels, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | GLEN ALLEN, VA | Commercial | 1 | $0 offering $37,350,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (5 industry/exemption sets on this page); 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.
Activity: 9 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 Oct 6, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Commercial (2013), Residential (2013), Commercial (2013–2015), Other (2015), Commercial (2015–2021), REITS and Finance (2021), Commercial (2021–2022), REITS and Finance (2022), Commercial (2022–2023), REITS and Finance (2023), Commercial (2023), REITS and Finance (2024), Commercial (2024), REITS and Finance (2024–2025), Commercial (2025), REITS and Finance (2025), Commercial (2025), REITS and Finance (2025), Commercial (2026), REITS and Finance (2026). Latest offering: Commercial (2026; most recent Oct 6, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| CSRA Manager, LLC entity | Director, Promoter | 149 | Jan 7, 2013 → Oct 6, 2026 |
| Louis Rogers | Executive Officer, Director, Promoter | 148 | Jan 7, 2013 → Oct 6, 2026 |
| Capital Square Realty Advisors, LLC entity | Director, Promoter | 147 | Jan 7, 2013 → Oct 6, 2026 |
| Whitson A. Huffman | Executive Officer, Promoter | 3 | Apr 9, 2021 → Jun 24, 2026 |
| David McKenney | Director | 2 | Apr 3, 2024 → Jun 24, 2026 |
| Mark Mercado | Executive Officer | 2 | Apr 3, 2024 → Jun 24, 2026 |
| Jacqueline Rogers | Executive Officer | 2 | Apr 3, 2024 → Jun 24, 2026 |
| Jay Olander | Executive Officer | 2 | Apr 9, 2021 → Jun 24, 2026 |
| Jeffrey Gregor | Executive Officer | 2 | Apr 9, 2021 → Jun 24, 2026 |
| David Reiner | Director | 2 | Apr 9, 2021 → Jun 24, 2026 |
| Michael S. Waddell | Executive Officer | 2 | Apr 9, 2021 → Apr 10, 2023 |
| James Brunger | Executive Officer | 2 | Apr 7, 2023 → Apr 10, 2023 |
| Donna Sperounis | Executive Officer | 2 | Apr 7, 2023 → Apr 10, 2023 |
| Gus Remppies | Executive Officer | 1 | Jun 24, 2026 → Jun 24, 2026 |
| Capital Square Apartment REIT, Inc. entity | Executive Officer | 1 | Apr 10, 2023 → Jan 8, 2026 |
| Capital Sq entity | Promoter | 1 | Apr 5, 2022 → Apr 5, 2022 |
| Marc H. Slavny | Executive Officer | 1 | Apr 9, 2021 → Feb 1, 2022 |
| Louis Roger | Executive Officer, Promoter | 1 | Nov 8, 2021 → Nov 8, 2021 |
| Rogers Louis | Executive Officer, Promoter | 1 | Oct 8, 2021 → Oct 8, 2021 |
| Louis Robers | Executive Officer, Promoter | 1 | May 17, 2021 → May 17, 2021 |
| Austin M. Griffin | Executive Officer | 1 | Apr 9, 2021 → Apr 9, 2021 |
| Capitaql Square Realty Advisors, LLC entity | Promoter | 1 | Feb 21, 2017 → Feb 21, 2017 |
| Century Parking Group, LLC entity | Promoter | 1 | Sep 29, 2014 → Sep 29, 2014 |
| Brian Sidman | Executive Officer, Promoter | 1 | Sep 29, 2014 → Sep 29, 2014 |
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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.
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