Sponsor Check › Sponsor group
42 issuers linked to one sponsor · GLENDALE, CO
Grouped because: 18 shared people, 10 shared management entities, same business address (41 issuers), similar issuer names (39) · 2 issuers also list a director who sits on many unrelated issuers (not used to group) (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 19, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: Oct 23, 2026, 9:21 PM ET
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 42 of 42 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: 42 of 42 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 + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 9:21 PM ET for 1 of 42 issuers; 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.
None found so far in sources searched for 1 of 42 issuers in this group.
Searched so far: 1 of 42 issuers in this group; 41 not yet searched (24 queued). Results are added automatically.
None found so far in sources searched for 42 of 42 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: 42 of 42 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.
3 of 46 offerings report sales commissions totalling $24,761,351; 0 report finder's fees; 2 report proceeds to related persons totalling $3,603,840. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 19, 2026 D File 021-601640 | $0 | $0 | $0 (est.) Certain persons named in Item 3 and/or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Aug 7, 2026 D File 021-593530 | $15,687,500 | $0 | $0 | Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗ |
| EDGAR ↗ | Jul 10, 2026 D File 021-590398 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 16, 2026 D File 021-570215 | $2,511,851 (est.) | $0 | $3,453,795 (est.) Forum Exchange Depositor I LLC will be responsible for paying certain fees and costs of approximately $3,453,795. | Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗ |
| EDGAR ↗ | Jan 13, 2026 D/A File 021-489656 | $6,562,000 (est.) | $0 | $0 | Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗ |
| EDGAR ↗ | Apr 9, 2025 D/A File 021-534136 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Apr 9, 2025 D/A File 021-534130 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Apr 9, 2025 D/A File 021-534126 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Apr 9, 2025 D/A File 021-534122 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Apr 30, 2024 D File 021-511955 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 8, 2024 D/A File 021-454863 | $0 (est.) | $0 (est.) | $0 | Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗ |
| EDGAR ↗ | Jan 8, 2024 D/A File 021-460390 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 14, 2023 D File 021-486978 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 19, 2023 D File 021-482181 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 13, 2023 D File 021-470643 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 5, 2022 D File 021-460736 | $0 | $0 | $0 | Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗ |
| EDGAR ↗ | Jul 8, 2022 D File 021-451710 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 13, 2022 D File 021-441567 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 27, 2022 D File 021-431028 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 7, 2021 D File 021-416172 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 29, 2021 D File 021-408120 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2021 D File 021-401111 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 19, 2021 D File 021-396274 | $0 | $0 | $0 | Foreside Funds Distributors LLC BrokerCheck CRD 31334 ↗ |
| EDGAR ↗ | Feb 26, 2021 D File 021-390638 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 26, 2021 D File 021-390636 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 1, 2021 D File 021-388008 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 14, 2020 D/A File 021-349499 | $0 | $0 | $0 An asset management fee will be paid quarterly to the Issuer's investment manager, an entity that is an affiliate of the General Partner of the Issuer. | None listed on this filing |
| EDGAR ↗ | Sep 8, 2020 D File 021-375028 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 30, 2020 D File 021-366082 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 4, 2019 D File 021-354685 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 13, 2019 D File 021-346437 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 25, 2019 D File 021-335533 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 18, 2018 D File 021-323845 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 18, 2018 D File 021-323846 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 1, 2018 D File 021-322489 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 1, 2018 D File 021-322490 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 27, 2018 D File 021-320070 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 27, 2018 D File 021-320073 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2018 D File 021-317302 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2018 D File 021-317327 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 25, 2018 D File 021-313254 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 21, 2017 D File 021-301344 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 5, 2016 D File 021-271868 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 25, 2016 D File 021-258104 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 28, 2015 D File 021-238795 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 14, 2014 D File 021-228367 | $0 | $0 | $150,045 (est.) Reimburse pre-closing advances | 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 42 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 Forum in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 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. 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). 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, 12:00 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 ↗ | MediaShift Holdings, Inc. | shared people, same business address | GLENDALE, CO | Other Technology | 3 | $4,115,107 offering $12,000,000 · similar: $1,100,015–$10,001,163 | 29 similar: 2–14 | $10,000 similar: $5,000–$50,000 | 2014–2016 |
| EDGAR ↗ | Forum LTIP, LLC | shared people, same business address, similar issuer names | GLENDALE, CO | Residential | 1 | $1,402,496 offering Indefinite · similar: $1,675,000–$12,980,153 | 21 similar: 5–37 | $1,000 similar: $25,000–$86,942 | 2015–2015 |
| EDGAR ↗ | Forum Income Partners Pool 2017-1 LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $9,350,000 offering $50,000,000 · similar: $1,815,000–$10,000,000 | 25 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | FREG DUBC Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $12,317,853 offering $12,317,853 · similar: $1,815,000–$10,000,000 | 48 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | FREG Village 1 Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $1,856,672 offering $1,856,672 · similar: $1,815,000–$10,000,000 | 29 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | FREG Corner Stone Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $2,527,669 offering $2,527,669 · similar: $1,815,000–$10,000,000 | 29 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | FREG Cross Creek Cove Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $6,624,910 offering $6,624,910 · similar: $1,815,000–$10,000,000 | 128 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | FREG Briarwood Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $6,050,000 offering $6,050,000 · similar: $1,815,000–$10,000,000 | 128 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | FREG The Vista Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $5,800,000 offering $5,800,000 · similar: $1,815,000–$10,000,000 | 99 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | FREG The View Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $7,875,000 offering $7,875,000 · similar: $1,815,000–$10,000,000 | 99 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | FDG Epoque Castle Rock Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $32,325,000 offering $32,325,000 · similar: $1,815,000–$10,000,000 | 56 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | FDG Epoque Castle Rock Holdings, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $7,000,000 offering $7,000,000 · similar: $1,815,000–$10,000,000 | 54 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | FREG Race Court Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Commercial | 1 | $10,462,000 offering $10,462,000 · similar: $1,815,000–$10,000,000 | 58 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | FDG Hive SLC Associates, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Other Real Estate | 1 | $22,827,000 offering $22,900,000 · similar: $2,250,000–$16,950,000 | 60 similar: 5–32 | $25,000 similar: $15,000–$100,000 | 2019–2019 |
| EDGAR ↗ | Forum Integrated Income Fund I, L.P. | shared people, same business address, similar issuer names | GLENDALE, CO | Other Real Estate | 3 | $35,905,000 offering $300,000,000 · similar: $2,250,000–$16,950,000 | 91 similar: 5–32 | $100,000 similar: $15,000–$100,000 | 2019–2020 |
| EDGAR ↗ | FREG The Diplomat Holdings, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Residential | 1 | $0 offering $16,800,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2019–2019 |
| EDGAR ↗ | Forum Opportunity Fund I, L.P. | shared people, same business address, similar issuer names | GLENDALE, CO | Pooled Investment Fund | 1 | $15,500,000 offering $300,000,000 · similar: $155,000–$5,250,000 | 59 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | FREG Knol Holdings, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Residential | 1 | $948,000 offering $948,000 · similar: $1,675,000–$12,980,153 | 12 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2020–2020 |
| EDGAR ↗ | FDG NOVATO LAND ASSOCIATES, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Other Real Estate | 1 | $32,383,000 offering $35,000,000 · similar: $2,250,000–$16,950,000 | 124 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2021–2021 |
| EDGAR ↗ | FDG ENOVA ASSOCIATES, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Residential | 1 | $21,075,000 offering $23,921,000 · similar: $1,675,000–$12,980,153 | 103 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | FDG PARALLEL ASSOCIATES, LLC | shared people, shared management entity, same business address, similar issuer names | GLENDALE, CO | Residential | 1 | $32,383,000 offering $33,708,000 · similar: $1,675,000–$12,980,153 | 123 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | Forum CRE Income Fund | shared people, same business address, similar issuer names | DENVER, CO | Pooled Investment Fund | 1 | $100,000 offering Indefinite · similar: $500,000–$16,420,250 | 1 similar: 2–28 | $50,000 similar: $5,000–$100,000 | 2021–2021 |
| EDGAR ↗ | FREG BARRETT HOLDINGS, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Residential | 1 | $15,023,322 offering $20,000,000 · similar: $1,675,000–$12,980,153 | 115 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | FDG GLENDALE ASSOCIATES, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Residential | 1 | $25,667,700 offering $26,000,000 · similar: $1,675,000–$12,980,153 | 138 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | FDG PROMENADE 3A ASSOCIATES, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Residential | 1 | $37,688,999 offering $39,000,000 · similar: $1,675,000–$12,980,153 | 196 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | FDG EDERA ASSOCIATES, LLC | shared people, same business address, similar issuer names | DENVER, CO | Residential | 1 | $34,870,000 offering $34,870,000 · similar: $1,675,000–$12,980,153 | 112 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | FDG BASCOM LAND ASSOCIATES, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Residential | 1 | $23,075,617 offering $24,000,000 · similar: $1,675,000–$12,980,153 | 82 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | FDG KALLAN ASSOCIATES, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Residential | 1 | $40,502,000 offering $40,802,000 · similar: $1,675,000–$12,980,153 | 187 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | Forum Structured Finance LP | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Pooled Investment Fund | 4 | $204,950,000 offering $250,000,000 · similar: $155,000–$5,250,000 | 105 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2022–2024 |
| EDGAR ↗ | Forum Structured Finance SLP LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Pooled Investment Fund | 2 | $19,800,000 offering $25,000,000 · similar: $155,000–$5,250,000 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2024 |
| EDGAR ↗ | Forum Structured Finance Parallel LP | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Pooled Investment Fund | 1 | $0 offering $100,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | FDG Gauge Investor Associates, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Residential | 1 | $32,270,000 offering $32,270,000 · similar: $1,675,000–$12,980,153 | 164 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | FDG MEQ Erie, LLC | shared people, shared management entity, same business address | Denver, CO | Residential | 1 | $7,000,000 offering $7,000,000 · similar: $1,675,000–$12,980,153 | 42 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | FMREIT Operating Partnership LP | shared people, similar issuer names, director listed on many unrelated issuers (not used to group) | DENVER, CO | REITS and Finance | 2 | $442,164,025 offering $20,610,000 · similar: $125,000–$125,000 | 644 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2023–2026 |
| EDGAR ↗ | Forum Multifamily Real Estate Investment Trust, Inc. | shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group) | DENVER, CO | REITS and Finance | 6 | $116,056,214 offering Indefinite · similar: $125,000–$125,000 | 496 similar: 124–125 | $25,000 similar: $1,000–$1,000 | 2023–2026 |
| EDGAR ↗ | FDG Gauge Lender, LLC | shared people, shared management entity, same business address, similar issuer names | Denver, CO | Pooled Investment Fund | 1 | $2,232,000 offering $2,232,000 · similar: $155,000–$5,250,000 | 30 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | FDG Stonecrest Investor Associates II-B, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Pooled Investment Fund | 2 | $3,713,874 offering $3,516,062 · similar: $155,000–$5,250,000 | 65 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | FDG Stonecrest Investor Associates I-B, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Pooled Investment Fund | 2 | $5,204,126 offering $4,926,938 · similar: $155,000–$5,250,000 | 65 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | FDG Stonecrest Investor Associates II-A, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Pooled Investment Fund | 2 | $13,096,661 offering $13,096,661 · similar: $155,000–$5,250,000 | 77 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | FDG Stonecrest Investor Associates I-A, LLC | shared people, shared management entity, same business address, similar issuer names | DENVER, CO | Pooled Investment Fund | 2 | $17,668,340 offering $17,668,340 · similar: $155,000–$5,250,000 | 77 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Forum Exchange I DST | shared people, same business address, similar issuer names | DENVER, CO | Residential | 1 | $358,000 offering $41,864,176 · similar: $1,675,000–$12,980,153 | 1 similar: 5–37 | $250,000 similar: $25,000–$86,942 | 2026–2026 |
| EDGAR ↗ | FDG Encore Associates, LLC | shared management entity, same business address | DENVER, CO | Residential | 1 | $17,947,150 offering Indefinite · similar: $1,675,000–$12,980,153 | 90 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (7 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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Oct 19, 2026 | FDG Encore Associates, LLC | D | Residential | Indefinite | $17,947,150 |
| EDGAR ↗ | Aug 7, 2026 | Forum Multifamily Real Estate Investment Trust, Inc. | D | REITS and Finance | Indefinite | $2,825,994 |
| EDGAR ↗ | Jul 10, 2026 | FMREIT Operating Partnership LP | D | REITS and Finance | $20,610,000 | $16,087,104 |
| EDGAR ↗ | Jan 16, 2026 | Forum Exchange I DST | D | Residential | $41,864,176 | $358,000 |
| EDGAR ↗ | Jan 13, 2026 | Forum Multifamily Real Estate Investment Trust, Inc. | D/A | REITS and Finance | $325,000,000 | $116,056,214 |
| EDGAR ↗ | Apr 9, 2025 | FDG Stonecrest Investor Associates I-A, LLC | D/A | Pooled Investment Fund | $17,668,340 | $17,668,340 |
| EDGAR ↗ | Apr 9, 2025 | FDG Stonecrest Investor Associates II-A, LLC | D/A | Pooled Investment Fund | $13,096,661 | $13,096,661 |
| EDGAR ↗ | Apr 9, 2025 | FDG Stonecrest Investor Associates I-B, LLC | D/A | Pooled Investment Fund | $4,926,938 | $4,926,938 |
| EDGAR ↗ | Apr 9, 2025 | FDG Stonecrest Investor Associates II-B, LLC | D/A | Pooled Investment Fund | $3,516,062 | $3,516,062 |
| EDGAR ↗ | Jan 13, 2025 | Forum Multifamily Real Estate Investment Trust, Inc. | D/A | REITS and Finance | $325,000,000 | $37,795,977 |
| EDGAR ↗ | Jan 3, 2025 | FDG Stonecrest Investor Associates I-A, LLC | D | Pooled Investment Fund | $17,395,547 | $17,395,547 |
| EDGAR ↗ | Jan 3, 2025 | FDG Stonecrest Investor Associates II-A, LLC | D | Pooled Investment Fund | $12,894,453 | $12,894,453 |
| EDGAR ↗ | Jan 3, 2025 | FDG Stonecrest Investor Associates I-B, LLC | D | Pooled Investment Fund | $5,204,126 | $5,204,126 |
| EDGAR ↗ | Jan 3, 2025 | FDG Stonecrest Investor Associates II-B, LLC | D | Pooled Investment Fund | $3,713,874 | $3,713,874 |
| EDGAR ↗ | Oct 18, 2024 | Forum Multifamily Real Estate Investment Trust, Inc. | D/A | REITS and Finance | $200,000,000 | $13,139,846 |
| EDGAR ↗ | Apr 30, 2024 | FDG Gauge Lender, LLC | D | Pooled Investment Fund | $2,232,000 | $2,232,000 |
| EDGAR ↗ | Jan 8, 2024 | Forum Structured Finance SLP LLC | D/A | Pooled Investment Fund | $25,000,000 | $19,800,000 |
| EDGAR ↗ | Jan 8, 2024 | Forum Structured Finance LP | D/A | Pooled Investment Fund | $250,000,000 | $204,950,000 |
| EDGAR ↗ | Oct 18, 2023 | Forum Multifamily Real Estate Investment Trust, Inc. | D/A | REITS and Finance | $200,000,000 | $2,480,384 |
| EDGAR ↗ | Aug 17, 2023 | Forum Structured Finance LP | D/A | Pooled Investment Fund | $100,000,000 | $54,925,000 |
| EDGAR ↗ | Aug 14, 2023 | Forum Multifamily Real Estate Investment Trust, Inc. | D | REITS and Finance | Indefinite | $340,157 |
| EDGAR ↗ | Aug 7, 2023 | Forum Structured Finance LP | D/A | Pooled Investment Fund | $100,000,000 | $54,925,000 |
| EDGAR ↗ | Jul 14, 2023 | FMREIT Operating Partnership LP | D | REITS and Finance | $479,707,088 | $442,164,025 |
| EDGAR ↗ | May 19, 2023 | FDG MEQ Erie, LLC | D | Residential | $7,000,000 | $7,000,000 |
| EDGAR ↗ | Jan 13, 2023 | FDG Gauge Investor Associates, LLC | D | Residential | $32,270,000 | $32,270,000 |
| EDGAR ↗ | Oct 5, 2022 | Forum Structured Finance Parallel LP | D | Pooled Investment Fund | $100,000,000 | $0 |
| EDGAR ↗ | Sep 30, 2022 | Forum Structured Finance SLP LLC | D | Pooled Investment Fund | $25,000,000 | $16,300,000 |
| EDGAR ↗ | Aug 4, 2022 | Forum Structured Finance LP | D | Pooled Investment Fund | $100,000,000 | $0 |
| EDGAR ↗ | Jul 8, 2022 | FDG KALLAN ASSOCIATES, LLC | D | Residential | $40,802,000 | $40,502,000 |
| EDGAR ↗ | Apr 13, 2022 | FDG BASCOM LAND ASSOCIATES, LLC | D | Residential | $24,000,000 | $23,075,617 |
| EDGAR ↗ | Jan 27, 2022 | FDG EDERA ASSOCIATES, LLC | D | Residential | $34,870,000 | $34,870,000 |
| EDGAR ↗ | Oct 7, 2021 | FDG PROMENADE 3A ASSOCIATES, LLC | D | Residential | $39,000,000 | $37,688,999 |
| EDGAR ↗ | Jul 29, 2021 | FDG GLENDALE ASSOCIATES, LLC | D | Residential | $26,000,000 | $25,667,700 |
| EDGAR ↗ | May 28, 2021 | FREG BARRETT HOLDINGS, LLC | D | Residential | $20,000,000 | $15,023,322 |
| EDGAR ↗ | Apr 19, 2021 | Forum CRE Income Fund | D | Pooled Investment Fund | Indefinite | $100,000 |
| EDGAR ↗ | Feb 26, 2021 | FDG PARALLEL ASSOCIATES, LLC | D | Residential | $33,708,000 | $32,383,000 |
| EDGAR ↗ | Feb 26, 2021 | FDG ENOVA ASSOCIATES, LLC | D | Residential | $23,921,000 | $21,075,000 |
| EDGAR ↗ | Feb 1, 2021 | FDG NOVATO LAND ASSOCIATES, LLC | D | Other Real Estate | $35,000,000 | $32,383,000 |
| EDGAR ↗ | Oct 14, 2020 | Forum Integrated Income Fund I, L.P. | D/A | Other Real Estate | $300,000,000 | $35,905,000 |
| EDGAR ↗ | Sep 25, 2020 | Forum Integrated Income Fund I, L.P. | D/A | Other Real Estate | $300,000,000 | $25,325,000 |
| EDGAR ↗ | Sep 8, 2020 | FREG Knol Holdings, LLC | D | Residential | $948,000 | $948,000 |
| EDGAR ↗ | Apr 30, 2020 | Forum Opportunity Fund I, L.P. | D | Pooled Investment Fund | $300,000,000 | $15,500,000 |
| EDGAR ↗ | Dec 4, 2019 | FREG The Diplomat Holdings, LLC | D | Residential | $16,800,000 | $0 |
| EDGAR ↗ | Sep 24, 2019 | Forum Integrated Income Fund I, L.P. | D | Other Real Estate | $200,000,000 | $25,125,000 |
| EDGAR ↗ | Aug 13, 2019 | FDG Hive SLC Associates, LLC | D | Other Real Estate | $22,900,000 | $22,827,000 |
| EDGAR ↗ | Mar 25, 2019 | FREG Race Court Associates, LLC | D | Commercial | $10,462,000 | $10,462,000 |
| EDGAR ↗ | Oct 18, 2018 | FDG Epoque Castle Rock Holdings, LLC | D | Commercial | $7,000,000 | $7,000,000 |
| EDGAR ↗ | Oct 18, 2018 | FDG Epoque Castle Rock Associates, LLC | D | Commercial | $32,325,000 | $32,325,000 |
| EDGAR ↗ | Oct 1, 2018 | FREG The Vista Associates, LLC | D | Commercial | $5,800,000 | $5,800,000 |
| EDGAR ↗ | Oct 1, 2018 | FREG The View Associates, LLC | D | Commercial | $7,875,000 | $7,875,000 |
| EDGAR ↗ | Aug 27, 2018 | FREG Briarwood Associates, LLC | D | Commercial | $6,050,000 | $6,050,000 |
| EDGAR ↗ | Aug 27, 2018 | FREG Cross Creek Cove Associates, LLC | D | Commercial | $6,624,910 | $6,624,910 |
| EDGAR ↗ | Jul 19, 2018 | FREG Corner Stone Associates, LLC | D | Commercial | $2,527,669 | $2,527,669 |
| EDGAR ↗ | Jul 19, 2018 | FREG Village 1 Associates, LLC | D | Commercial | $1,856,672 | $1,856,672 |
| EDGAR ↗ | May 25, 2018 | FREG DUBC Associates, LLC | D | Commercial | $12,317,853 | $12,317,853 |
| EDGAR ↗ | Dec 21, 2017 | Forum Income Partners Pool 2017-1 LLC | D | Commercial | $50,000,000 | $9,350,000 |
| EDGAR ↗ | Oct 5, 2016 | MediaShift Holdings, Inc. | D | Other Technology | $12,000,000 | $2,105,000 |
| EDGAR ↗ | Feb 25, 2016 | MediaShift Holdings, Inc. | D | Other | $4,265,200 | $4,115,107 |
| EDGAR ↗ | Apr 28, 2015 | Forum LTIP, LLC | D | Residential | Indefinite | $1,402,496 |
| EDGAR ↗ | Nov 14, 2014 | MediaShift Holdings, Inc. | D | Other | $26,000,000 | $3,295,000 |
Activity: 4 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 19, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2014), Residential (2015), Other (2016), Other Technology (2016), Commercial (2017–2019), Other Real Estate (2019), Residential (2019), Pooled Investment Fund (2020), Residential (2020), Other Real Estate (2021), Residential (2021), Pooled Investment Fund (2021), Residential (2021–2022), Pooled Investment Fund (2022), Residential (2023), REITS and Finance (2023), Pooled Investment Fund (2024–2025), Residential (2026), REITS and Finance (2026). Latest offering: Residential (Oct 19, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Darren Fisk | Director, Executive Officer, Promoter | 39 | Nov 14, 2014 → Aug 7, 2026 |
| Kevin Foltz | Executive Officer, Director, Promoter | 32 | Feb 25, 2016 → Jan 13, 2026 |
| Forum Management, Inc. entity | Promoter, Executive Officer, Director | 22 | Dec 21, 2017 → Jul 8, 2022 |
| EDIE SUHR | Executive Officer, Director, Promoter | 11 | Jul 8, 2022 → Aug 7, 2026 |
| Marc Swerdlow | Executive Officer, Director, Promoter | 11 | Aug 13, 2019 → Oct 7, 2021 |
| John Kolstoe | Executive Officer | 11 | Dec 21, 2017 → Mar 25, 2019 |
| Donald MacKenzie | Executive Officer, Director | 11 | Dec 21, 2017 → Mar 25, 2019 |
| Theresa Shelton | Executive Officer, Director | 11 | Dec 21, 2017 → Mar 25, 2019 |
| Shelby Noble | Promoter | 11 | Dec 21, 2017 → Mar 25, 2019 |
| null Forum Management, Inc. entity | Executive Officer, Promoter, Director | 8 | Jan 13, 2023 → Oct 19, 2026 |
| null Forum Real Estate Group, LLC entity | Executive Officer, Promoter | 7 | Jan 13, 2023 → Apr 9, 2025 |
| Null Forum Investment Group LLC entity | Promoter | 5 | Jan 3, 2025 → Oct 19, 2026 |
| FORUM REAL ESTATE GROUP, LLC entity | Executive Officer, Promoter, Director | 5 | Feb 1, 2021 → Jul 8, 2022 |
| Null FDG Stonecrest Manager, LLC entity | Director, Promoter | 4 | Jan 3, 2025 → Apr 9, 2025 |
| Null Bay West Development | Promoter | 4 | Jan 3, 2025 → Apr 9, 2025 |
| Null Forum Capital Advisors LLC entity | Executive Officer | 4 | Jan 3, 2025 → Apr 9, 2025 |
| Chris Furman | Executive Officer | 4 | Aug 13, 2019 → Oct 14, 2020 |
| Forum Structured Finance GP LLC entity | Executive Officer, Director | 3 | Aug 4, 2022 → Jan 8, 2024 |
| Patti Fielding | Director | 2 | Jul 14, 2023 → Aug 7, 2026 |
| Paul McAuliffe | Executive Officer | 2 | Jul 14, 2023 → Aug 7, 2026 |
| JAY HUMMEL | Director | 2 | Jul 14, 2023 → Aug 7, 2026 |
| BRIEN BIONDI | Director | 2 | Jul 14, 2023 → Aug 7, 2026 |
| JAY MILLER | Executive Officer | 2 | Jul 14, 2023 → Jan 13, 2025 |
| Forum Capital Advisors LLC entity | Executive Officer, Director | 2 | Aug 4, 2022 → Jan 8, 2024 |
| Michael Bell | Director | 2 | Jul 14, 2023 → Oct 18, 2023 |
| CONRAD VLAK | Executive Officer, Director, Promoter | 2 | Jan 27, 2022 → Apr 13, 2022 |
| FORUM REAL ESTATE GROUP, LLC D/B/A FORUM INVESTMENT GROUP entity | Director | 2 | Feb 26, 2021 → Feb 26, 2021 |
| Brian H. Shuman | Executive Officer, Director | 2 | Nov 14, 2014 → Feb 25, 2016 |
| Null Finch Creek Apartment Associates, LLC entity | Executive Officer, Promoter | 1 | Oct 19, 2026 → Oct 19, 2026 |
| Null Lauth Group, Inc. entity | Promoter | 1 | Oct 19, 2026 → Oct 19, 2026 |
| Corporation Forum Multifamily Real Estate Investment Trust, Inc. entity | Promoter | 1 | Jul 14, 2023 → Jul 10, 2026 |
| M. Forum Exchange LLC entity | Promoter | 1 | Jan 16, 2026 → Jan 16, 2026 |
| M. Forum Exchange Depositor I LLC entity | Promoter | 1 | Jan 16, 2026 → Jan 16, 2026 |
| M. Forum Exchange Manager LLC entity | Promoter | 1 | Jan 16, 2026 → Jan 16, 2026 |
| BRIEN BONDI | Director | 1 | Jan 13, 2026 → Jan 13, 2026 |
| PARTNERSHIP LP FMREIT OPERATING | Promoter | 1 | Aug 14, 2023 → Aug 14, 2023 |
| MANAGEMENT FORUM MANAGEMENT, INC. entity | Director | 1 | Jan 27, 2022 → Jan 27, 2022 |
| Elisabeth Dahl | Executive Officer | 1 | Apr 19, 2021 → Apr 19, 2021 |
| Derek Mullins | Executive Officer | 1 | Apr 19, 2021 → Apr 19, 2021 |
| Tom Merrill | Executive Officer | 1 | Apr 19, 2021 → Apr 19, 2021 |
| B. Janus Capital Management LLC entity | Promoter | 1 | Apr 19, 2021 → Apr 19, 2021 |
| B. Forum Capital Advisors, LLC entity | Promoter | 1 | Apr 19, 2021 → Apr 19, 2021 |
| Amanda Teeple | Executive Officer | 1 | Apr 19, 2021 → Apr 19, 2021 |
| John B. Blue | Executive Officer | 1 | Apr 19, 2021 → Apr 19, 2021 |
| Forum Income Fund I GP LLC entity | Director | 1 | Sep 24, 2019 → Oct 14, 2020 |
| Adrren Fisk | Executive Officer | 1 | Sep 8, 2020 → Sep 8, 2020 |
| Charlie O'Connell | Executive Officer | 1 | Sep 24, 2019 → Sep 24, 2019 |
| Dan O'Brien | Executive Officer, Director | 1 | Oct 5, 2016 → Oct 5, 2016 |
| Greg Smith | Executive Officer | 1 | Oct 5, 2016 → Oct 5, 2016 |
| Ben Ertischek | Executive Officer | 1 | Oct 5, 2016 → Oct 5, 2016 |
| Phil Weiser | Director | 1 | Oct 5, 2016 → Oct 5, 2016 |
| Jim Bell | Executive Officer | 1 | Oct 5, 2016 → Oct 5, 2016 |
| Mike Hayashi | Executive Officer | 1 | Oct 5, 2016 → Oct 5, 2016 |
| Danielle Christiansen | Executive Officer, Director | 1 | Feb 25, 2016 → Feb 25, 2016 |
| Daniel O'Brien | Executive Officer, Director | 1 | Feb 25, 2016 → Feb 25, 2016 |
| Leigh Bland | Executive Officer, Director | 1 | Nov 14, 2014 → Nov 14, 2014 |
| Kevin Folz | Executive Officer, Director | 1 | Nov 14, 2014 → Nov 14, 2014 |
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet searched.
Sources to be searched: the sponsor's own website (known only from an approved profile claim or the matched adviser's Form ADV) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.
None found in sources searched.
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.
Export this report as PDF (members · included free during the launch period) · Premium
Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".
No corrections have been requested for this page.
Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.
Add a sourced explanation next to any fact. Reviewed before publishing.