PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:30 AM ET

Sponsor Check › Sponsor group

C

Cottonwood

One sponsor team, 18 deal companies · Salt Lake City, UT

Grouped because: 19 shared people, same business address (17 issuers), similar issuer names (16) (automatic match from the filings) · not the same sponsor?

18deal companies
$713.7Mreported sold
4,468investors
100Form D filings
2009–2026active
4new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 2, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Cottonwood is a sponsor group of 18 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 100 Form D filings between Jan 2009 and Oct 2026.

What this means One team, 18 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $713.7M to 4,468 investors (latest filing per issuer). Industries as reported: Residential (14), Other Real Estate (4). Issuers are based in UT (18).

What this means $713.7M raised across the group, about $160K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Chad Christensen (18 issuers, executive officer, director, and promoter), Gregg Christensen (18 issuers, executive officer, director, and promoter), Daniel Shaeffer (17 issuers, executive officer, director, and promoter), Eric Marlin (12 issuers, executive officer and promoter), Susan Hallenberg (12 issuers, executive officer, director, and promoter) and 36 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 4 new offerings in the last 12 months; latest filing Oct 2, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 6 court cases matching the name, 2 bankruptcy cases matching the name listed in Key records below.

What this means 8 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 100 public filings for Cottonwood and found 20 differences, 7 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Cottonwood has not run yet — it is joining a line of 55,352 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

6 cases: 5 closed (disposition not in docket feed), 1 open

Zurich American Insurance v. Cottonwood Residential O.P. closed
District Court, D. Utah · No. 2:22-mc-00383 · Filed Jun 7, 2022 · Closed Aug 18, 2022 · Nature of suit: 896 Other Statutes: Arbitration · Cause: Motion to Compel
Role of Cottonwood Residential O.P.: Defendant · Outcome: Terminated 2022-08-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (UT)
Carlson v. Cottonwood Residential, O.P., LP closed
District Court, S.D. Florida · No. 0:21-cv-60072 · Filed Jan 13, 2021 · Closed Mar 17, 2022
Role of Cottonwood Residential, O.P., LP: Defendant · Outcome: Terminated 2022-03-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Cottonwood Residential v. Williams closed
District Court, N.D. Georgia · No. 1:18-cv-05501 · Filed Dec 4, 2018 · Closed Dec 28, 2018 · Nature of suit: 230 Rent, lease, ejectment
Role of Cottonwood Residential: Plaintiff · Outcome: Terminated 2018-12-28 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
exact company name; name has one distinctive word; court in GA (not the issuer's state)
Cottonwood Residential v. Ware closed
District Court, N.D. Georgia · No. 1:17-cv-02016 · Filed Jun 2, 2017 · Closed Jun 26, 2017 · Nature of suit: 230 Rent, lease, ejectment
Role of Cottonwood Residential: Plaintiff · Outcome: Terminated 2017-06-26 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
exact company name; name has one distinctive word; court in GA (not the issuer's state)
Cottonwood Residential v. Nicolas closed
District Court, N.D. Georgia · No. 1:16-cv-03263 · Filed Aug 31, 2016 · Closed Sep 28, 2016 · Nature of suit: 230 Rent, lease, ejectment
Role of Cottonwood Residential: Plaintiff · Outcome: Terminated 2016-09-28 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
exact company name; name has one distinctive word; court in GA (not the issuer's state)
Zurich American Insurance v. Cottonwood Residential O.P. open
District Court, D. Utah · No. 2:22-cv-00383 · Filed —
Role of Cottonwood Residential O.P.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (UT)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). 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.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

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. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Cottonwood..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Cottonwood, Inc. closed matched at sponsor-group level (Cottonwood)
United States Bankruptcy Court, D. South Dakota · No. 00-10207 · Filed Oct 10, 2000 · Closed Jun 6, 2003
Role of Cottonwood, Inc.: Debtor · Outcome: Case closed 2003-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in SD (not the issuer's state); filed 2000, issuer incorporated 2007
Cottonwood, Inc. closed matched at sponsor-group level (Cottonwood)
United States Bankruptcy Court, D. Wyoming · No. 85-20170 · Filed Feb 26, 1985 · Closed Jul 18, 1996
Role of Cottonwood, Inc.: Debtor · Outcome: Case closed 1996-07-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in WY (not the issuer's state); filed 1985, issuer incorporated 2007
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). 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.

4. Differences between public sources

No comparisons published

What is compared

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.

20 differences found between the filings for Cottonwood — 7 worth asking about (compared the newest 50 of 100 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jul 11, 2016 – Oct 18, 2016

Amount sold went down between filings — Cottonwood Residential O.P., LP

The Jul 11, 2016 filing says $169,397,774 sold; the Oct 18, 2016 Form D/A says $56,200,189 sold — $113,197,585 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jul 11, 2016 ↗Form D/A (later) · Oct 18, 2016 ↗Cottonwood Residential O.P., LP — PartnerFacts page ↗
Sources
Worth asking · Dec 15, 2017 – Mar 28, 2023

Investor count went down between filings — Cottonwood Residential O.P., LP

The Dec 15, 2017 filing reports 9 investors; the Mar 28, 2023 Form D/A reports 0 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Dec 15, 2017 ↗Form D/A (later) · Mar 28, 2023 ↗Cottonwood Residential O.P., LP — PartnerFacts page ↗
Sources
Worth asking · Jul 11, 2016 – Oct 18, 2016

Investor count went down between filings — Cottonwood Residential O.P., LP

The Jul 11, 2016 filing reports 657 investors; the Oct 18, 2016 Form D/A reports 244 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 11, 2016 ↗Form D/A (later) · Oct 18, 2016 ↗Cottonwood Residential O.P., LP — PartnerFacts page ↗
Sources
Worth asking · Jul 9, 2019 – Dec 31, 2020

5 filings report more than 10% of the money raised going to insiders

120% of the money raised went to insiders — Cottonwood Richmond At Millcreek QOF, LLC · 34% of the money raised went to insiders — CW Investor on Highland, LLC · 20% of the money raised went to insiders — Cottonwood Richmond At Millcreek QOF, LLC · 22% of the money raised went to insiders — Cottonwood Richmond At Millcreek QOF, LLC · 15% of the money raised went to insiders — CW Investor on Highland, LLC

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Jul 11, 2019 ↗Cottonwood Richmond At Millcreek QOF, LLC — PartnerFacts page ↗Form D · Jul 9, 2019 ↗CW Investor on Highland, LLC — PartnerFacts page ↗
Sources
Note · Sep 27, 2023

Eric Marlin is both a listed executive officer and a paid seller — Cottonwood Communities, Inc.

The Sep 27, 2023 Form D/A lists ERIC MARLIN as executive officer of the issuer and also as a person receiving sales compensation (CRD 3256243). Sales commissions reported on this filing: $13,500,000.

What this means The same person is listed as running the company and as being paid to sell its securities. Ask how much and on what terms.

Form D/A · Sep 27, 2023 ↗Eric Marlin — PartnerFacts page ↗Cottonwood Communities, Inc. — PartnerFacts page ↗
Sources
Worth asking · Sep 11, 2009 – Feb 10, 2023

Cottonwood includes 4 deals that stopped filing before reaching their target

Cottonwood Communities Inc (last filing Feb 10, 2023; $0 sold of $100,000,000); CW Alpha Mill Apartments, LP (last filing Jul 11, 2022; $0 sold of $32,914,677); Cottonwood Residential II, Inc. (last filing Sep 15, 2020; $5,666,006 sold of $20,000,000); COTTONWOOD CAPITAL DEVELOPMENT LLC (last filing Sep 11, 2009; $3,477,000 sold of $10,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Cottonwood Communities Inc — PartnerFacts page ↗CW Alpha Mill Apartments, LP — PartnerFacts page ↗Cottonwood Residential II, Inc. — PartnerFacts page ↗COTTONWOOD CAPITAL DEVELOPMENT LLC — PartnerFacts page ↗
Sources
Note · Jun 25, 2019 – Jun 30, 2026

4 Form Ds were filed more than 15 days after the first sale

Form D filed 46 days after the first sale — Melrose II S TIC, LLC · Form D filed 59 days after the first sale — CW Cottonwood Apartments, LLC · Form D filed 17 days after the first sale — Melrose II S TIC, LLC · Form D filed 16 days after the first sale — Cottonwood Richmond At Millcreek QOF, LLC

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jun 30, 2026 ↗Melrose II S TIC, LLC — PartnerFacts page ↗Form D · Apr 6, 2026 ↗CW Cottonwood Apartments, LLC — PartnerFacts page ↗
Sources
Note · Oct 16, 2014 – Jan 15, 2025

9 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Cottonwood Communities, Inc. (latest filing Jan 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Cottonwood Communities, Inc. (latest filing Jul 9, 2024) · No amendment in the last 12 months on an offering that may still be open — Melrose II S TIC, LLC (latest filing Jun 4, 2021) · No amendment in the last 12 months on an offering that may still be open — Cottonwood Communities, Inc. (latest filing Nov 9, 2020) · No amendment in the last 12 months on an offering that may still be open — Cottonwood Residential II, Inc. (latest filing Sep 15, 2020) · and 4 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jan 15, 2025 ↗Cottonwood Communities, Inc. — PartnerFacts page ↗Form D/A · Jul 9, 2024 ↗Form D/A · Jun 4, 2021 ↗
Sources
Worth asking · Oct 16, 2015 – Mar 28, 2023

9 people are no longer listed on a later amendment

Lance Graber is no longer listed on the Mar 28, 2023 amendment — Cottonwood Residential O.P., LP · David Robertson is no longer listed on the Mar 28, 2023 amendment — Cottonwood Residential O.P., LP · Eric Marlin is no longer listed on the May 8, 2017 amendment — COTTONWOOD RESIDENTIAL, INC. · Paul Fredenberg is no longer listed on the May 8, 2017 amendment — COTTONWOOD RESIDENTIAL, INC. · Debra Spohn is no longer listed on the May 8, 2017 amendment — COTTONWOOD RESIDENTIAL, INC. · and 4 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Dec 15, 2017 ↗Form D/A · Mar 28, 2023 ↗Lance Graber — PartnerFacts page ↗Cottonwood Residential O.P., LP — PartnerFacts page ↗
Sources
Note · Dec 15, 2017 – Jun 30, 2026

6 role changes for the same people across filings

Chad Christensen's role changed at Melrose II S TIC, LLC: executive officer → executive officer, director · Daniel Shaeffer's role changed at Melrose II S TIC, LLC: executive officer → executive officer, director · Daniel Shaeffer's role changed at Cottonwood Residential O.P., LP: executive officer, director → executive officer · Gregg Christensen's role changed at Cottonwood Residential O.P., LP: executive officer, director → executive officer · Chad Christensen's role changed at Cottonwood Communities, Inc.: director → executive officer, director · and 1 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D · Jun 4, 2021 ↗Form D · Jun 30, 2026 ↗Chad Christensen — PartnerFacts page ↗Melrose II S TIC, LLC — PartnerFacts page ↗
Sources
Note · May 8, 2017 – Oct 2, 2026

5 offerings changed their target amount between filings

Offering amount changed between filings — Cottonwood Communities, Inc. · Offering amount changed between filings — Cottonwood Communities, Inc. · Offering amount changed between filings — Cottonwood Richmond At Millcreek QOF, LLC · Offering amount changed between filings — CW Investor on Highland, LLC · Offering amount changed between filings — COTTONWOOD RESIDENTIAL, INC.

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D/A (earlier) · Sep 17, 2025 ↗Form D/A (later) · Oct 2, 2026 ↗Cottonwood Communities, Inc. — PartnerFacts page ↗Form D (earlier) · Feb 17, 2023 ↗
Sources
Note · Jul 9, 2019 – Jul 9, 2020

Minimum investment changed between filings — CW Investor on Highland, LLC

The Jul 9, 2019 filing lists a minimum of $91,000; the Jul 9, 2020 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jul 9, 2019 ↗Form D/A (later) · Jul 9, 2020 ↗CW Investor on Highland, LLC — PartnerFacts page ↗
Sources
Note · Oct 16, 2014 – Nov 7, 2019

Daniel Shaeffer is written 2 different ways on the filings

listed as "Daniel Shaeffer" on 45 filings (from Oct 16, 2014), and "Daniel W. Shaeffer" on 8 filings (from Nov 7, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 16, 2014 ↗Form D · Nov 7, 2019 ↗Daniel Shaeffer — PartnerFacts page ↗
Sources
Note · Feb 29, 2016 – Nov 7, 2019

Enzio Cassinis is written 2 different ways on the filings

listed as "Enzio Cassinis" on 24 filings (from Feb 29, 2016), and "Enzio A. Cassinis" on 7 filings (from Nov 7, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Feb 29, 2016 ↗Form D · Nov 7, 2019 ↗Enzio Cassinis — PartnerFacts page ↗
Sources
Note · Oct 16, 2014 – Jul 9, 2019

Gregg Christensen is written 2 different ways on the filings

listed as "Gregg Christensen" on 44 filings (from Oct 16, 2014), and "Gregg T. Christensen" on 9 filings (from Jul 9, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 16, 2014 ↗Form D · Jul 9, 2019 ↗Gregg Christensen — PartnerFacts page ↗
Sources
Note · Nov 7, 2019 – Jan 28, 2026

Industry group changed between filings — Cottonwood Communities, Inc.

"Residential" (Nov 7, 2019 to Jan 15, 2025); then "REITS and Finance" (Jan 23, 2025); then "Residential" (Jan 23, 2025 to Jan 2, 2026); then "REITS and Finance" (Jan 23, 2026); then "Residential" (Jan 28, 2026 to Oct 2, 2026).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Nov 7, 2019 ↗Form D · Jan 23, 2025 ↗Form D/A · Jan 23, 2025 ↗Form D/A · Jan 23, 2026 ↗
Sources
Worth asking · Nov 7, 2019 – Feb 10, 2023

2 separate companies in this group use the same name: "Cottonwood Communities, Inc."

CIK 1692951 (first filed Nov 7, 2019, Millcreek, UT); CIK 1956945 (first filed Feb 10, 2023, Salt Lake City, UT).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

Cottonwood Communities, Inc. — PartnerFacts page ↗Cottonwood Communities Inc — PartnerFacts page ↗EDGAR filer page · CIK 1692951 ↗EDGAR filer page · CIK 1956945 ↗
Sources
Note · Jun 23, 2009 – Oct 2, 2026

Member companies were formed in 2 different states

Delaware (14), Maryland (4) — out of 18 member issuers. The odd ones out: COTTONWOOD RESIDENTIAL, INC. (Maryland); Cottonwood Communities, Inc. (Maryland); Cottonwood Residential II, Inc. (Maryland); Cottonwood Communities Inc (Maryland).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Cottonwood — sponsor group page ↗COTTONWOOD RESIDENTIAL, INC. — PartnerFacts page ↗Cottonwood Communities, Inc. — PartnerFacts page ↗Cottonwood Residential II, Inc. — PartnerFacts page ↗
Sources
Note · Jul 11, 2019 – Dec 31, 2020

Issuer used a different name before — Cottonwood Richmond At Millcreek QOF, LLC

SEC records list prior names for this filer: CW Investor at Villas, LLC. The current name on file is "Cottonwood Richmond At Millcreek QOF, LLC".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Cottonwood Richmond At Millcreek QOF, LLC — PartnerFacts page ↗
Sources
Note · May 2, 2012 – Feb 28, 2018

Issuer used a different name before — COTTONWOOD RESIDENTIAL, INC.

SEC records list prior names for this filer: Cottonwood Residential, Inc.. The current name on file is "COTTONWOOD RESIDENTIAL, INC.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗COTTONWOOD RESIDENTIAL, INC. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 100 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

25 of 34 offerings report sales commissions totalling $108,085,455; 1 reports finder's fees totalling $420,108; 11 report proceeds to related persons totalling $33,346,012. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 2, 2026 D/A
Cottonwood Communities, Inc.
File 021-492774
$12,092,405 (est.)$0$0Arkadios Capital BrokerCheck CRD 282710 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cambridge Investment Research Inc BrokerCheck CRD 39543 ↗
Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Charles Roy Bigbie III BrokerCheck CRD 1158301 ↗
via Geneos Wealth Management, Inc. (CRD 120894 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Glenn William Fiocca BrokerCheck CRD 2566013 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Richard M Benedetti BrokerCheck CRD 4779697 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Eric Richard Marlin BrokerCheck CRD 3256243 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Michelle Rebecca Langer BrokerCheck CRD 5048331 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Saul Damien Santoscoy-Dougherty BrokerCheck CRD 3269304 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Raymond Cripps De Witt Jr. BrokerCheck CRD 2894063 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Reed Michael O'Brien BrokerCheck CRD 2123928 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Thomas Samuel Lisk BrokerCheck CRD 5010650 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Jack Robert Thacker Jr. BrokerCheck CRD 2754773 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Amy White Widener BrokerCheck CRD 3111888 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Cheryl Lyn Knight BrokerCheck CRD 1854248 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Kevin William Cassidy BrokerCheck CRD 3208815 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Jason Rocco D'Amelio BrokerCheck CRD 4495800 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Shane Harold Siederman BrokerCheck CRD 2563921 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Warren D Prehmus BrokerCheck CRD 1875927 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Carmine Joseph Passante BrokerCheck CRD 4151032 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

William Lapiana BrokerCheck CRD 4580411 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Sanctuary Securities, Inc. BrokerCheck CRD 205 ↗
Edwin James Woolley BrokerCheck CRD 4143172 ↗
via United Planners' Financial Services of America A Limited Partner (CRD 20804 ↗)

Marc Alan Lippincott BrokerCheck CRD 3253234 ↗
via United Planners' Financial Services of America A Limited Partner (CRD 20804 ↗)

Christopher Michael Dukes BrokerCheck CRD 4712873 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Stephen Anthony Valovich BrokerCheck CRD 1068297 ↗
via PEAK BROKERAGE SERVICES, LLC (CRD 157045 ↗)
EDGAR ↗
Oct 2, 2026 D/A
Cottonwood Riverfront DST
File 021-559326
$2,966,958 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
BRIAN AKERS BrokerCheck CRD 2124313 ↗
via Arkadios Capital (CRD 282710 ↗)

ALEXANDER MONK BrokerCheck CRD 6234104 ↗
via Arkadios Capital (CRD 282710 ↗)

KEVIN L SCHNEIDER BrokerCheck CRD 860086 ↗
via BERTHEL, FISHER & COMPANY FINANCIAL (CRD 13609 ↗)

ERIC G KUCHHERZKI BrokerCheck CRD 2529623 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

GEORGE S SIRACUSE BrokerCheck CRD 5796192 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

JOHN A BRINKERHOFF BrokerCheck CRD 3240913 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

SHERRI L DESJARDINS BrokerCheck CRD 6310011 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

BRYAN C HAKOLA BrokerCheck CRD 4161289 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

ERIC S SCAFF BrokerCheck CRD 5281210 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

TOMMY J THOMPSON BrokerCheck CRD 6626035 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

MICHAEL J GHIRARDO BrokerCheck CRD 7314050 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

TANIA R JERNIGAN BrokerCheck CRD 2007819 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
DONOVAN L MARTUCCI BrokerCheck CRD 7684529 ↗
via KESTRA INVESTMENT SERVICES, LLC (CRD 42046 ↗)

MARCUS J HERNANDEZ BrokerCheck CRD 4902687 ↗
via KESTRA INVESTMENT SERVICES, LLC (CRD 42046 ↗)

PAUL W HOLJES BrokerCheck CRD 3166198 ↗
via KESTRA INVESTMENT SERVICES, LLC (CRD 42046 ↗)

MATTHEW T NADEAU BrokerCheck CRD 4637541 ↗
via KINGSWOOD CAPITAL PARTNERS, LLC (CRD 288898 ↗)

ROBERT A HORNING BrokerCheck CRD 2311640 ↗
via MCDERMOTT INVESTMENT SERVICES, LLC (CRD 154926 ↗)

ERIC A BICKNESE BrokerCheck CRD 2829451 ↗
via NATIONWIDE PLANNING ASSOCIATES INC (CRD 31029 ↗)

ADAM YOUNG BrokerCheck CRD 6640146 ↗
via NATIONWIDE PLANNING ASSOCIATES INC (CRD 31029 ↗)

ERIC R MARLIN BrokerCheck CRD 3256243 ↗
via ORCHARD SECURITIES, LLC (CRD 133378 ↗)

MICHELLE LANGER BrokerCheck CRD 5048331 ↗
via ORCHARD SECURITIES, LLC (CRD 133378 ↗)

JORDON L PLAPINGER BrokerCheck CRD 4554671 ↗
via ORCHARD SECURITIES, LLC (CRD 133378 ↗)

JASON C SHERWOOD BrokerCheck CRD 5899859 ↗
via OSAIC INSTITUTIONS, INC (CRD 35371 ↗)

OSAIC WEALTH, INC. BrokerCheck CRD 23131 ↗		EDGAR ↗
Jun 30, 2026 D
Melrose II S TIC, LLC
File 021-589055
$346,432 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
May 8, 2026 D/A
Cottonwood Residential O.P., LP
File 021-253188
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2026 D
Cottonwood WG Investor, LLC
File 021-579237
$2,044,275 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Apr 6, 2026 D
CW Cottonwood Apartments, LLC
File 021-579240
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2026 D/A
Cottonwood Communities, Inc.
File 021-441943
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2026 D/A
Cottonwood Communities, Inc.
File 021-536076
$13,875,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
David Stewart Silberg BrokerCheck CRD 1970484 ↗
via Aegis Capital Corp. (CRD 9015007 ↗)

Stephen John Ferencik BrokerCheck CRD 3126037 ↗
via Arkadios Capital (CRD 9282710 ↗)

Ausdal Financial Partners Inc. BrokerCheck CRD 7995 ↗
BERTHEL, FISHER & COMPANY FINANCIAL BrokerCheck CRD 13609 ↗
CAMBRIDGE INVESTMENT RESEARCH INC BrokerCheck CRD 39543 ↗
CENTAURUS FINANCIAL INC BrokerCheck CRD 30833 ↗
CONCORDE INVESTMENT SERVICES LLC BrokerCheck CRD 151604 ↗
Lisa Bileydi BrokerCheck CRD 4371534 ↗
via IDB CAPITAL CORP (CRD 106032 ↗)

INDEPENDENT FINANCIAL GROUP LLC BrokerCheck CRD 7717 ↗
KOVACK SECURITIES INC BrokerCheck CRD 44848 ↗
MADISON AVENUE SECURITIES LLC BrokerCheck CRD 23224 ↗
NATIONWIDE PLANNING ASSOCIATES INC BrokerCheck CRD 31029 ↗
REED MICHAEL O'BRIEN BrokerCheck CRD 2123928 ↗
via REALTA EQUITIES, INC (CRD 23769 ↗)

SANCTUARY SECURITIES, INC BrokerCheck CRD 205 ↗
THE STRATEGIC FINANCIAL ALLIANCE INC BrokerCheck CRD 126514 ↗
UNITED PLANNERS' FINANCIAL SERVICES BrokerCheck CRD 20804 ↗		EDGAR ↗
Jan 2, 2026 D
Cottonwood Communities, Inc.
File 021-568774
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2025 D/A
Cottonwood Communities, Inc.
File 021-473778
$9,472,546 (est.)$0$0ERIC MARLIN BrokerCheck CRD 3256243 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

MICHELLE LANGER BrokerCheck CRD 5048331 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

SCOT BARRINGER BrokerCheck CRD 1385168 ↗
via AMERICAN TRUST INVESTMENT SVCS INC (CRD 3001 ↗)

KEVIN J LEBLANC BrokerCheck CRD 1744123 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

MARK D COHEN BrokerCheck CRD 2054897 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

PATRICK B HEALEY BrokerCheck CRD 2816003 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

SCOTT E BEATY BrokerCheck CRD 5234436 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗
KURT R BALDRY BrokerCheck CRD 1568930 ↗
via AUSDAL FINANCIAL PARTNERS INC (CRD 7995 ↗)

ROGER O ANDERSON BrokerCheck CRD 1898275 ↗
via AUSDAL FINANCIAL PARTNERS INC (CRD 7995 ↗)

WILLIAM G HURCKES BrokerCheck CRD 2612833 ↗
via AUSDAL FINANCIAL PARTNERS INC (CRD 7995 ↗)

BERTHEL FISHER & CO FINL SERV INC BrokerCheck CRD 13609 ↗
CAMBRIDGE INVESTMENT RESEARCH INC BrokerCheck CRD 39543 ↗
CENTAURUS FINANCIAL INC BrokerCheck CRD 30833 ↗
BRYAN C HAKOLA BrokerCheck CRD 4161289 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

FRANK T KUIPER BrokerCheck CRD 1774282 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

HERBERT ALSTON BrokerCheck CRD 5294132 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

RAYMOND C DE WITT BrokerCheck CRD 2894063 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

CARL D APPLE BrokerCheck CRD 1050406 ↗
via CROWN CAPITAL SECURITIES LP (CRD 6312 ↗)

KAREN J MAURER BrokerCheck CRD 2624379 ↗
via CROWN CAPITAL SECURITIES LP (CRD 6312 ↗)

LANNY R HOWARTER BrokerCheck CRD 813591 ↗
via CROWN CAPITAL SECURITIES LP (CRD 6312 ↗)

MARIA M BRINEZ BrokerCheck CRD 6520694 ↗
via IDB CAPITAL CORP (CRD 106032 ↗)

INDEPENDENT FINANCIAL GROUP LLC BrokerCheck CRD 7717 ↗
MADISON AVENUE SECURITIES LLC BrokerCheck CRD 23224 ↗
NATIONWIDE PLANNING ASSOCIATES INC BrokerCheck CRD 31029 ↗
PHILIP A GIBSON BrokerCheck CRD 2905474 ↗
via NEWBRIDGE SECURITIES CORPORATION (CRD 104065 ↗)

CHERYL L KNIGHT BrokerCheck CRD 1854248 ↗
via THE STRATEGIC FINANCIAL ALLIANCE INC (CRD 126514 ↗)

WARREN D PREHMUS BrokerCheck CRD 1875927 ↗
via THE STRATEGIC FINANCIAL ALLIANCE INC (CRD 126514 ↗)

United Planners' Financial Services of America A Limited Partner BrokerCheck CRD 20804 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Evan H Hayashi BrokerCheck CRD 4535238 ↗
via LPL Financial LLC (CRD 6413 ↗)

Saul D Santoscoy-Dougherty BrokerCheck CRD 3269304 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Reed Michael O'Brien BrokerCheck CRD 2123928 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Brian Richard Bennett BrokerCheck CRD 821115 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Scott Stanley Brooks BrokerCheck CRD 3235252 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)
EDGAR ↗
Jul 9, 2024 D/A
Cottonwood Communities, Inc.
File 021-488134
$81,125 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Feb 10, 2023 D
Cottonwood Communities Inc
File 021-473246
$9,000,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Jul 11, 2022 D
CW Alpha Mill Apartments, LP
File 021-451882
$1,810,307 (est.)$0$465,300 (est.)Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Jun 4, 2021 D/A
Melrose II S TIC, LLC
File 021-401793
$357,261 (est.)$0$0 (est.)Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Dec 31, 2020 D/A
Cottonwood Richmond At Millcreek QOF, LLC
File 021-343946
$651,161 (est.)$420,108 (est.)$4,184,034Michelle Rebecca Langer BrokerCheck CRD 5048331 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Jodi Ripp Bugter BrokerCheck CRD 5463465 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

Jeffrey Lynn Bangerter BrokerCheck CRD 1687028 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Raymond C. Dewitt BrokerCheck CRD 2894063 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Damian Jude Dering BrokerCheck CRD 2854253 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Nathanial Michael Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Eric Richard Marlin BrokerCheck CRD 3256243 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Scott Glenn Eichler BrokerCheck CRD 5431034 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Mike Robert Kilpatrick BrokerCheck CRD 1278618 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Scott Douglas Phillips BrokerCheck CRD 1311907 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Christopher John Picciurro BrokerCheck CRD 4721435 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

Jack Robert Thacker Jr. BrokerCheck CRD 2754773 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

Michele L. Martin BrokerCheck CRD 5653595 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Ran Fuchs BrokerCheck CRD 5593133 ↗
via IDB Capital Corp. (CRD 106032 ↗)
EDGAR ↗
Nov 9, 2020 D/A
Cottonwood Communities, Inc.
File 021-352880
$4,500,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
Robert Lloyd Omohundro BrokerCheck CRD 2415942 ↗
via Alexander Capital, L.P. (CRD 40077 ↗)

Andrew N. Dutton BrokerCheck CRD 6869349 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Austin R. Dutton BrokerCheck CRD 2739167 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

David Richard Geake BrokerCheck CRD 3088891 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Jason Bryce Vanclef BrokerCheck CRD 5096529 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Ronald York BrokerCheck CRD 4308987 ↗
via Arkadios Capital (CRD 282710 ↗)

Richard Steven Berger BrokerCheck CRD 702839 ↗
via Arkadios Capital (CRD 282710 ↗)

Agnes Stutzriem Andrysiak BrokerCheck CRD 1868356 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

David Lee Frohlichstein BrokerCheck CRD 1582362 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Roger Owen Anderson BrokerCheck CRD 1898275 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Robert Boris Hardcastle BrokerCheck CRD 1101791 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Kenneth James New BrokerCheck CRD 2836918 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

Kevin James LeBlanc BrokerCheck CRD 1744123 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Edwin James Strazzulla BrokerCheck CRD 1209491 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Joseph Patrick Roop BrokerCheck CRD 2774470 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

Lauren Skidmore Ivester BrokerCheck CRD 5001776 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

Christopher Dunne BrokerCheck CRD 5780072 ↗
via IDB Capital Corp. (CRD 106032 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Guy Anthony Harrigan BrokerCheck CRD 1817525 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Ara Freedman BrokerCheck CRD 5987083 ↗
via LPL Financial LLC (CRD 6413 ↗)

Lucia Securities, LLC BrokerCheck CRD 37179 ↗
Dimitry Tikhonov BrokerCheck CRD 5451809 ↗
via Madison Avenue Securities, LLC (CRD 23224 ↗)

Richard David Williams BrokerCheck CRD 4951778 ↗
via Madison Avenue Securities, LLC (CRD 23224 ↗)

Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
Austin R. Dutton Jr. BrokerCheck CRD 2739167 ↗
via Primex (CRD 29394 ↗)

Andrew N. Dutton BrokerCheck CRD 6869349 ↗
via Primex (CRD 29394 ↗)

James Michael Vaughn BrokerCheck CRD 1349426 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)
EDGAR ↗
Sep 15, 2020 D/A
Cottonwood Residential II, Inc.
File 021-335237
$500,000 (est.)$0$0Eric Richard Marlin BrokerCheck CRD 3256243 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Jeremy Mageras Lyman BrokerCheck CRD 6328718 ↗
via Orchard Securities, LLC (CRD 133378 ↗)
EDGAR ↗
Jul 9, 2020 D/A
CW Investor on Highland, LLC
File 021-343818
$2,234,250 (est.)$0$3,467,957Eric Richard Marlin BrokerCheck CRD 3256243 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Michelle Rebecca Langer BrokerCheck CRD 5048331 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Richard Lee Wagner BrokerCheck CRD 4575603 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Robert Leo Vonderharr BrokerCheck CRD 1556834 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

David Richard Koehler BrokerCheck CRD 4832628 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Alexandra Wells O'Neill BrokerCheck CRD 6694268 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Amrish N. Patel BrokerCheck CRD 4449749 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

William Thompson Bolt BrokerCheck CRD 5649814 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Brian Pierce BrokerCheck CRD 5731138 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Christopher David Pullaro BrokerCheck CRD 4719289 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Jay Van Greenburg BrokerCheck CRD 6153353 ↗
via Lefavi Wealth Management (CRD 104961 ↗)
EDGAR ↗
Feb 28, 2018 D/A
COTTONWOOD RESIDENTIAL, INC.
File 021-258272
$10,000,000 (est.)$0$0ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
May 2, 2017 D
COTTONWOOD RESIDENTIAL, INC.
File 021-285849
$1,500,000 (est.)$0$500,000 (est.)
ERIC MARLIN ACTS AS AN INTERNAL WHOLESALER FOR ORCHARD SECURITIES, LLC AND IS PAID A WHOLESALING FEE OF UP TO 1% OF TOTAL SALES.
ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Feb 8, 2017 D
Cottonwood Residential O.P., LP
File 021-280280
$0 (est.)$0$0
ERIC MARLIN ACTS AS AN INTERNAL WHOLESALER FOR ORCHARD SECURITIES, LLC AND IS PAID A WHOLESALING FEE OF $0.06 FOR EACH UNIT ISSUED UNDER THE EXCHANGE OFFERING, AND 1% OF TOTAL SALES FOR UNITS ISSUED UNDER THE CASH OFFERING.
ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Oct 18, 2016 D/A
Cottonwood Residential O.P., LP
File 021-226581
$829,368 (est.)$0$0
ERIC MARLIN ACTS AS AN INTERNAL WHOLESALER FOR ORCHARD SECURITIES, LLC AND IS PAID A WHOLESALING FEE OF $0.06 FOR EACH UNIT ISSUED UNDER THE EXCHANGE OFFERING, AND 1% OF TOTAL SALES FOR UNITS ISSUED UNDER THE CASH OFFERING.
ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗
CENTAURUS FINANCIAL, INC. BrokerCheck CRD 30833 ↗
INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗
LIGHTHOUSE CAPITAL GROUP, LLC BrokerCheck CRD 169135 ↗
NEWBRIDGE SECURITIES CORPORATION BrokerCheck CRD 104065 ↗
ROWLAND CARMICHAEL ADVISORS INC. BrokerCheck CRD 105766 ↗
KOVACK SECURITIES INC. BrokerCheck CRD 44848 ↗
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. BrokerCheck CRD 13609 ↗
BRUCE A. LEFAVI SECURITIES, INC. BrokerCheck CRD 10684 ↗
CENTER STREET SECURITIES, INC. BrokerCheck CRD 26898 ↗
CLARAPHI ADVISORY NETWORK, LLC BrokerCheck CRD 165868 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
GENEOS WEALTH MANAGEMENT, INC. BrokerCheck CRD 120894 ↗
LUCIA CAPITAL GROUP, LLC BrokerCheck CRD 152396 ↗
MADISON AVENUE SECURITIES, LLC BrokerCheck CRD 23224 ↗
VALUED WEALTH ADVISORS, LLC BrokerCheck CRD 146586 ↗		EDGAR ↗
Oct 18, 2016 D/A
COTTONWOOD RESIDENTIAL, INC.
File 021-226696
$4,224,183$0$2,500,000 (est.)
The Managing Broker Dealer may receive a fee equal to 1% of total sales, which it will re-allow, in whole or in part to certain wholesalers, some of which are internal to the Issuer.
ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗
AUSDAL FINANCIAL PARTNERS, INC. BrokerCheck CRD 7995 ↗
BRUCE A. LEFAVI SECURITIES, INC. BrokerCheck CRD 10684 ↗
CENTAURUS FINANCIAL, IN.C BrokerCheck CRD 30833 ↗
CENTER STREET SECURITIES, INC. BrokerCheck CRD 26898 ↗
INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
MADISON AVENUE SECURITIES, LLC BrokerCheck CRD 23224 ↗
NEWBRIDGE SECURITIES CORPORATION BrokerCheck CRD 104065 ↗
ROWLAND CARMICHAEL ADVISORS INC. BrokerCheck CRD 105766 ↗
VFG SECURITIES, INC. BrokerCheck CRD 15121 ↗
VSR FINANCIAL SERVICES, INC. BrokerCheck CRD 14503 ↗
WHITEHALL-PARKER SECURITIES, INC. BrokerCheck CRD 10608 ↗
KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗
GENEOS WEALTH MANAGEMENT, INC. BrokerCheck CRD 120894 ↗
BILTMORE WEALTH ADVISORS BrokerCheck CRD 16557 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
INGENUITY STREET INVESTING, LLC BrokerCheck CRD 164287 ↗
LUCIA SECURITIES, LLC BrokerCheck CRD 37179 ↗
WILDERMUTH ADVISORY, LLC BrokerCheck CRD 169354 ↗		EDGAR ↗
Oct 17, 2014 D/A
COTTONWOOD RESIDENTIAL, INC.
File 021-186186
$25,000,000 (est.)$0$2,500,000 (est.)
The Managing Broker Dealer may receive a fee equal to 1% of total sales, which it will re-allow, in whole or in part to certain wholesalers, some of which are internal to the Issuer.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Apr 30, 2014 D/A
COTTONWOOD RESIDENTIAL, INC.
File 021-177582
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2014 D/A
Cottonwood Residential O.P., LP
File 021-137516
$1,806,196 (est.)$0$738,663 (est.)
Eric Marlin acts as an internal wholesaler for Orchard Securities, LLC and is paid a wholesaling fee of $0.03 for each unit issued under this offering and is paid $0.10 for each unit for sales for which he is the sales representative.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗
Allied Beacon Partners, Inc. BrokerCheck CRD 46227 ↗
American Investors Company BrokerCheck CRD 38 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
CapWest Securities, Inc. BrokerCheck CRD 30002 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Girard Securities, Inc. BrokerCheck CRD 18697 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Investment Security Corporation BrokerCheck CRD 47536 ↗
Multi-Financial Securities Corporation BrokerCheck CRD 10299 ↗
NelsonReid, Inc. BrokerCheck CRD 45503 ↗
Omni Brokerage, Inc. BrokerCheck CRD 16878 ↗
Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
Phalanx Trading, LLC BrokerCheck CRD 146993 ↗
Primex BrokerCheck CRD 29394 ↗
Regent Capital Group, Inc. BrokerCheck CRD 126881 ↗
Resourcive Capital, LLC BrokerCheck CRD 145504 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Select Capital Corporation BrokerCheck CRD 145997 ↗
Steven L. Falk & Associates, Inc. BrokerCheck CRD 14297 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
VFG Securities, Inc. BrokerCheck CRD 15121 ↗
Welton Street Investments LLC BrokerCheck CRD 132111 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Winslow, Evans & Crocker, Inc. BrokerCheck CRD 29686 ↗		EDGAR ↗
Jun 18, 2012 D/A
Cottonwood Appling Lakes, LLC
File 021-178896
$0$0$0None listed on this filingEDGAR ↗
Apr 3, 2012 D
Cottonwood Waterford Creek, LLC
File 021-176110
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2011 D
Cottonwood Residential O.P., LP
File 021-169371
$0$0$0 (est.)None listed on this filingEDGAR ↗
Sep 22, 2011 D/A
Cottonwood Residential O.P., LP
File 021-141465
$500,000 (est.)$0$150,000 (est.)
Amounts estimated for wholesaling fees and reimbursement of offering and organizational expenses.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

OMNI Brokerage, Inc. BrokerCheck CRD 16878 ↗
Professional Asset Management, Inc. BrokerCheck CRD 21125 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Capwest Securities, Inc. BrokerCheck CRD 30002 ↗
Primex BrokerCheck CRD 29394 ↗
Liberty Group, LLC BrokerCheck CRD 106036 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
MCL Financial Group, Inc. BrokerCheck CRD 41180 ↗
Concorde Investment Services, LLC BrokerCheck CRD 15164 ↗
Regent Capital Group, Inc. BrokerCheck CRD 12668 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
ARI Financial Services, Inc. BrokerCheck CRD 137608 ↗		EDGAR ↗
Feb 16, 2011 D/A
Brook Highland Place DST
File 021-126258
$1,630,688 (est.)$0$2,207,058 (est.)
Amounts estimated for wholesaling fees and reimbursement of offering and organizational expenses.
Pavek Investments Inc. BrokerCheck CRD 15791 ↗
via Lindwall, Larry L. (CRD 2396758 ↗)

Welton Street Investments LLC BrokerCheck CRD 132111 ↗
via Miller, David M. (CRD 5365411 ↗)

Pavek Investments Inc. BrokerCheck CRD 15791 ↗
via Wedepohl, Warren A. (CRD 4581750 ↗)

Welton Street Investments LLC BrokerCheck CRD 132111 ↗
via Vail, Joshua J. (CRD 4396876 ↗)

Pavek Investments Inc. BrokerCheck CRD 15791 ↗
via Brumm, Robert C (CRD 2090141 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via Strickland, David L. (CRD 1602570 ↗)

Eliason Financial Group, LLC BrokerCheck CRD 130144 ↗
via Knobel, Kathy M. (CRD 2385929 ↗)

Direct Capital Securities, Inc. BrokerCheck CRD 29639 ↗
via Del Rio, Lisa Y. (CRD 5039684 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Elhoff, David G. (CRD 855864 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Williams, Gary A. (CRD 5513280 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Barron MR, Brett D. (CRD 5448645 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7711 ↗
via Ferguson, John H. (CRD 4947624 ↗)

Regent Capital Group, Inc. BrokerCheck CRD 126881 ↗
via Pappas, Leslie M. (CRD 1735372 ↗)

Direct Capital Securities, Inc. BrokerCheck CRD 29639 ↗
via Vanian, Lara J. (CRD 4818018 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Stern, Adam M. (CRD 5473903 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Woods, Thomas B. (CRD 4916648 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via Lefton, Martin H. (CRD 5460199 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Deininger, Collen (CRD 5564352 ↗)

Omni Brokerage, Inc. BrokerCheck CRD 16878 ↗
via Gates, Martin (CRD 3180861 ↗)

Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
via Biesheuvel, Thomas (CRD 21268 ↗)

Advisory Group Equity Services Ltd. BrokerCheck CRD 15427 ↗
via Burwick, Michael (CRD 4885553 ↗)

Alternative Wealth Strategies, Inc. BrokerCheck CRD 130933 ↗
via Conte, Paul (CRD 4803177 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Massa, David (CRD 5093184 ↗)

Omni Brokerage, Inc. BrokerCheck CRD 16878 ↗
via Insalaco, Joseph (CRD 2978175 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Meyer, Robert (CRD 5262157 ↗)

Sigma Financial Corporation BrokerCheck CRD 14303 ↗
via Mahaffey, Redge (CRD 5441288 ↗)

Ameriprise Advisor Services, Inc. BrokerCheck CRD 5979 ↗
via Chang, Dan (CRD 3160890 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Kahn, Bruce (CRD 5280938 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Ungerecht, Joshua (CRD 5183573 ↗)

KCD Financial, Inc. BrokerCheck CRD 127473 ↗
via Knobel, Kathy (CRD 2385929 ↗)

Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
via Fitzgerald, John (CRD 5109435 ↗)

Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
via Cook, Jason (CRD 4349388 ↗)

KCD Financial, Inc. BrokerCheck CRD 127473 ↗
via Bennett, John (CRD 3222759 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via Swayne III, William (CRD 4616158 ↗)

Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
via Dorn, Peter (CRD 1089858 ↗)

KCD Financial, Inc. BrokerCheck CRD 127473 ↗
via Seymour, Donald (CRD 2719145 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via Titley, Andrew (CRD 4951067 ↗)

KCD Financial, Inc. BrokerCheck CRD 127473 ↗
via Eliason, Brian (CRD 4746038 ↗)

MCL Financial Group, Inc. BrokerCheck CRD 41180 ↗
via Flater, Gary (CRD 1049132 ↗)

VFG Securities, Inc. BrokerCheck CRD 15121 ↗
via Vanclef, Jason (CRD 5096529 ↗)

Capitalquest Securities, Inc. BrokerCheck CRD 7699 ↗
via Lindahl, Nicholas (CRD 4576354 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via LeMay, Barry (CRD 306332 ↗)

Winslow, Evans & Crocker, Inc. BrokerCheck CRD 29686 ↗
via DeNapoli, Paul (CRD 2198525 ↗)

Insalaco, Joseph BrokerCheck CRD 2978175 ↗
via Investors Capital Corp. (CRD 30613 ↗)
EDGAR ↗
Jul 13, 2010 D/A
COTTONWOOD COPPERFIELD S LLC
File 021-119713
$781,500 (est.)$0$7,815,000Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Sep 11, 2009 D
COTTONWOOD CAPITAL DEVELOPMENT LLC
File 021-118275
$1,000,000$0$0 (est.)AFA Financial Group, LLC BrokerCheck CRD 127648 ↗EDGAR ↗
Jun 23, 2009 D/A
COTTONWOOD BLUE SWAN S LLC
File 021-119716
$881,800$0$8,818,000Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (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 18 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Cottonwood in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM 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; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: 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); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. 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.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗BH Brook Highland Place DSTshared people, same business addressSALT LAKE CITY, UTResidential25$12,661,43666$50,1752009–2011
EDGAR ↗CB COTTONWOOD BLUE SWAN S LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTOther Real Estate2$7,869,7280No minimum reported2009–2009
EDGAR ↗CC COTTONWOOD COPPERFIELD S LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTOther Real Estate2$8,818,00025No minimum reported2009–2010
EDGAR ↗CC COTTONWOOD CAPITAL DEVELOPMENT LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTOther Real Estate1$3,477,00065$25,0002009–2009
EDGAR ↗CR Cottonwood Residential O.P., LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTResidential18$240,347,009
offering Indefinite · similar: $1,675,000–$12,980,153
885
similar: 5–37
No minimum reported
similar: $25,000–$86,942
2010–2026
EDGAR ↗CW Cottonwood Waterford Creek, LLCshared people, same business address, similar issuer namesSalt Lake City, UTResidential1$1,766,65616$73,1812012–2012
EDGAR ↗CR COTTONWOOD RESIDENTIAL, INC.shared people, same business address, similar issuer namesSALT LAKE CITY, UTResidential14$133,510,876
offering $145,000,000 · similar: $1,675,000–$12,980,153
1584
similar: 5–37
$50,000
similar: $25,000–$86,942
2012–2018
EDGAR ↗CA Cottonwood Appling Lakes, LLCshared people, similar issuer namesSalt Lake City, UTResidential2$7,340,27611$33,3542012–2012
EDGAR ↗CR Cottonwood Residential II, Inc.shared people, same business address, similar issuer namesSALT LAKE CITY, UTResidential2$5,666,006
offering $20,000,000 · similar: $1,675,000–$12,980,153
12
similar: 5–37
$100,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗CI CW Investor on Highland, LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTResidential2$23,577,232
offering $24,825,000 · similar: $1,675,000–$12,980,153
41
similar: 5–37
$100,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗CR Cottonwood Richmond At Millcreek QOF, LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTResidential3$20,537,000
offering $20,537,000 · similar: $1,675,000–$12,980,153
71
similar: 5–37
$22,750
similar: $25,000–$86,942
2019–2020
EDGAR ↗CC Cottonwood Communities, Inc.shared people, same business address, similar issuer namesMILLCREEK, UTResidential19$200,866,049
offering $200,000,000 · similar: $1,675,000–$12,980,153
1624
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2026
EDGAR ↗MS Melrose II S TIC, LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTResidential3$4,778,368
offering $4,778,368 · similar: $1,675,000–$12,980,153
2
similar: 5–37
$95,924
similar: $25,000–$86,942
2021–2026
EDGAR ↗CA CW Alpha Mill Apartments, LPshared people, same business addressSALT LAKE CITY, UTResidential1$0
offering $32,914,677 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$411,433
similar: $25,000–$86,942
2022–2022
EDGAR ↗CC Cottonwood Communities Incshared people, same business address, similar issuer namesSALT LAKE CITY, UTResidential1$0
offering $100,000,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2023–2023
EDGAR ↗CR Cottonwood Riverfront DSTshared people, same business address, similar issuer namesMILLCREEK, UTOther Real Estate2$40,283,149
offering $74,946,000 · similar: $2,250,000–$16,950,000
64
similar: 5–32
$25,000
similar: $15,000–$100,000
2025–2026
EDGAR ↗CW Cottonwood WG Investor, LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTResidential1$0
offering $21,075,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2026–2026
EDGAR ↗CC CW Cottonwood Apartments, LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTResidential1$36,200,000
offering $36,200,000 · similar: $1,675,000–$12,980,153
2
similar: 5–37
$362,363
similar: $25,000–$86,942
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 2, 2026Cottonwood Riverfront DSTD/AOther Real Estate$74,946,000$40,283,149
EDGAR ↗Oct 2, 2026Cottonwood Communities, Inc.D/AResidential$200,000,000$166,867,931
EDGAR ↗Jun 30, 2026Melrose II S TIC, LLCDResidential$4,778,368$4,778,368
EDGAR ↗May 8, 2026Cottonwood Residential O.P., LPD/AResidentialIndefinite$240,347,009
EDGAR ↗Apr 6, 2026CW Cottonwood Apartments, LLCDResidential$36,200,000$36,200,000
EDGAR ↗Apr 6, 2026Cottonwood WG Investor, LLCDResidential$21,075,000$0
EDGAR ↗Jan 28, 2026Cottonwood Communities, Inc.D/AResidential$5,696,460$1,134,860
EDGAR ↗Jan 23, 2026Cottonwood Communities, Inc.D/AREITS and Finance$150,000,000$32,650,722
EDGAR ↗Jan 2, 2026Cottonwood Communities, Inc.DResidentialIndefinite$200,866,049
EDGAR ↗Sep 30, 2025Cottonwood Riverfront DSTDOther Real Estate$74,946,000$0
EDGAR ↗Sep 17, 2025Cottonwood Communities, Inc.D/AResidential$150,000,000$99,850,667
EDGAR ↗Mar 21, 2025Cottonwood Residential O.P., LPD/AResidentialIndefinite$40,029,955
EDGAR ↗Jan 23, 2025Cottonwood Communities, Inc.DREITS and Finance$150,000,000$100,000
EDGAR ↗Jan 23, 2025Cottonwood Communities, Inc.D/AResidential$5,696,460$726,560
EDGAR ↗Jan 15, 2025Cottonwood Communities, Inc.D/AResidential$150,000,000$107,909,183
EDGAR ↗Sep 25, 2024Cottonwood Communities, Inc.D/AResidential$150,000,000$98,662,439
EDGAR ↗Sep 25, 2024Cottonwood Communities, Inc.D/AResidential$150,000,000$37,234,453
EDGAR ↗Jul 9, 2024Cottonwood Communities, Inc.D/AResidential$10,000,000$2,950,000
EDGAR ↗Sep 27, 2023Cottonwood Communities, Inc.D/AResidential$150,000,000$77,348,435
EDGAR ↗Sep 22, 2023Cottonwood Communities, Inc.DResidential$150,000,000$0
EDGAR ↗Jul 28, 2023Cottonwood Communities, Inc.DResidential$10,000,000$0
EDGAR ↗Apr 14, 2023Cottonwood Communities, Inc.D/AResidential$5,696,460$248,000
EDGAR ↗Mar 28, 2023Cottonwood Residential O.P., LPD/AResidentialIndefinite$0
EDGAR ↗Feb 17, 2023Cottonwood Communities, Inc.DResidential$100,000,000$0
EDGAR ↗Feb 10, 2023Cottonwood Communities IncDResidential$100,000,000$0
EDGAR ↗Jul 11, 2022CW Alpha Mill Apartments, LPDResidential$32,914,677$0
EDGAR ↗Apr 14, 2022Cottonwood Communities, Inc.DResidential$5,696,460$147,473
EDGAR ↗Jun 4, 2021Melrose II S TIC, LLCD/AResidential$6,107,013$4,666,541
EDGAR ↗Jun 4, 2021Melrose II S TIC, LLCDResidential$6,107,013$4,666,541
EDGAR ↗Dec 31, 2020Cottonwood Richmond At Millcreek QOF, LLCD/AResidential$20,537,000$20,537,000
EDGAR ↗Nov 9, 2020Cottonwood Communities, Inc.D/AResidential$50,000,000$25,588,408
EDGAR ↗Sep 15, 2020Cottonwood Residential II, Inc.D/AResidential$20,000,000$5,666,006
EDGAR ↗Jul 13, 2020Cottonwood Richmond At Millcreek QOF, LLCD/AResidential$20,537,000$19,074,298
EDGAR ↗Jul 9, 2020CW Investor on Highland, LLCD/AResidential$24,825,000$23,577,232
EDGAR ↗Nov 7, 2019Cottonwood Communities, Inc.DResidential$50,000,000$0
EDGAR ↗Jul 11, 2019Cottonwood Richmond At Millcreek QOF, LLCDResidential$19,433,050$3,490,778
EDGAR ↗Jul 9, 2019CW Investor on Highland, LLCDResidential$22,590,750$10,184,729
EDGAR ↗Mar 20, 2019Cottonwood Residential II, Inc.DResidential$20,000,000$0
EDGAR ↗Feb 28, 2018COTTONWOOD RESIDENTIAL, INC.D/AResidential$145,000,000$133,510,876
EDGAR ↗Dec 15, 2017Cottonwood Residential O.P., LPD/AResidentialIndefinite$0
EDGAR ↗May 8, 2017COTTONWOOD RESIDENTIAL, INC.D/AResidential$100,000,000$49,899,336
EDGAR ↗May 2, 2017COTTONWOOD RESIDENTIAL, INC.DResidential$50,000,000$0
EDGAR ↗Feb 8, 2017Cottonwood Residential O.P., LPDResidentialIndefinite$0
EDGAR ↗Dec 19, 2016Cottonwood Residential O.P., LPD/AResidentialIndefinite$0
EDGAR ↗Oct 18, 2016COTTONWOOD RESIDENTIAL, INC.D/AResidential$250,000,000$95,170,092
EDGAR ↗Oct 18, 2016Cottonwood Residential O.P., LPD/AResidentialIndefinite$56,200,189
EDGAR ↗Jul 11, 2016Cottonwood Residential O.P., LPD/AResidentialIndefinite$169,397,774
EDGAR ↗Feb 29, 2016COTTONWOOD RESIDENTIAL, INC.DResidential$100,000,000$0
EDGAR ↗Dec 16, 2015Cottonwood Residential O.P., LPDResidentialIndefinite$0
EDGAR ↗Oct 16, 2015COTTONWOOD RESIDENTIAL, INC.D/AResidential$250,000,000$45,897,548
EDGAR ↗Oct 16, 2015Cottonwood Residential O.P., LPD/AResidentialIndefinite$23,955,137
EDGAR ↗Oct 17, 2014COTTONWOOD RESIDENTIAL, INC.DResidential$250,000,000$0
EDGAR ↗Oct 17, 2014COTTONWOOD RESIDENTIAL, INC.D/AResidential$250,000,000$30,624,717
EDGAR ↗Oct 16, 2014Cottonwood Residential O.P., LPDResidentialIndefinite$100,000
EDGAR ↗Apr 30, 2014COTTONWOOD RESIDENTIAL, INC.D/AResidential$152,000,000$104,500,000
EDGAR ↗Jan 7, 2014Cottonwood Residential O.P., LPD/AResidentialIndefinite$56,740,522
EDGAR ↗Oct 25, 2013COTTONWOOD RESIDENTIAL, INC.D/AResidential$250,000,000$8,446,369
EDGAR ↗May 3, 2013COTTONWOOD RESIDENTIAL, INC.D/AResidential$127,000,000$84,500,000
EDGAR ↗Jan 4, 2013Cottonwood Residential O.P., LPD/AResidentialIndefinite$49,196,397
EDGAR ↗Oct 29, 2012COTTONWOOD RESIDENTIAL, INC.DResidential$250,000,000$0
EDGAR ↗Oct 17, 2012Cottonwood Residential O.P., LPD/AResidentialIndefinite$21,205,421
EDGAR ↗Jul 26, 2012COTTONWOOD RESIDENTIAL, INC.D/AResidential$127,000,000$31,000,000
EDGAR ↗Jun 18, 2012Cottonwood Appling Lakes, LLCD/AResidential$7,340,276$7,340,276
EDGAR ↗May 29, 2012Cottonwood Appling Lakes, LLCDResidential$7,340,276$7,340,276
EDGAR ↗May 2, 2012COTTONWOOD RESIDENTIAL, INC.DResidential$127,000,000$24,000,000
EDGAR ↗Apr 3, 2012Cottonwood Waterford Creek, LLCDResidential$1,766,656$1,766,656
EDGAR ↗Nov 30, 2011Cottonwood Residential O.P., LPDResidential$30,060,000$30,060,000
EDGAR ↗Sep 22, 2011Cottonwood Residential O.P., LPD/AResidential$6,250,000$5,665,100
EDGAR ↗Feb 16, 2011Brook Highland Place DSTD/AResidential$16,725,000$12,661,436
EDGAR ↗Jul 13, 2010COTTONWOOD COPPERFIELD S LLCD/AOther Real Estate$8,818,000$8,818,000
EDGAR ↗May 3, 2010Cottonwood Residential O.P., LPDResidential$5,000,000$0
EDGAR ↗Jan 29, 2010Brook Highland Place DSTD/AResidential$16,725,000$11,856,352
EDGAR ↗Jan 27, 2010Brook Highland Place DSTD/AResidential$16,725,000$11,520,180
EDGAR ↗Jan 7, 2010Cottonwood Residential O.P., LPDResidentialIndefinite$0
EDGAR ↗Jan 4, 2010Brook Highland Place DSTD/AResidential$16,725,000$11,470,005
EDGAR ↗Dec 29, 2009Brook Highland Place DSTD/AResidential$16,725,000$10,376,190
EDGAR ↗Dec 11, 2009Brook Highland Place DSTD/AResidential$16,725,000$9,486,420
EDGAR ↗Dec 2, 2009Brook Highland Place DSTD/AResidential$16,725,000$9,136,867
EDGAR ↗Nov 10, 2009Brook Highland Place DSTD/AResidential$16,725,000$8,835,817
EDGAR ↗Nov 3, 2009Brook Highland Place DSTD/AResidential$16,725,000$8,263,822
EDGAR ↗Oct 19, 2009Brook Highland Place DSTD/AResidential$16,725,000$7,982,842
EDGAR ↗Sep 21, 2009Brook Highland Place DSTD/AResidential$16,725,000$7,823,955
EDGAR ↗Sep 11, 2009COTTONWOOD CAPITAL DEVELOPMENT LLCDOther Real Estate$10,000,000$3,477,000
EDGAR ↗Aug 25, 2009Brook Highland Place DSTD/AResidential$16,725,000$7,773,780
EDGAR ↗Aug 11, 2009Brook Highland Place DSTD/AResidential$16,725,000$6,524,422
EDGAR ↗Jul 31, 2009Brook Highland Place DSTD/AResidential$16,725,000$6,223,372
EDGAR ↗Jul 21, 2009Brook Highland Place DSTD/AResidential$16,725,000$5,721,622
EDGAR ↗Jun 23, 2009COTTONWOOD COPPERFIELD S LLCD/AOther Real Estate$8,818,000$5,267,412
EDGAR ↗Jun 23, 2009COTTONWOOD BLUE SWAN S LLCD/AOther Real Estate$8,818,000$7,869,728
EDGAR ↗Jun 23, 2009COTTONWOOD BLUE SWAN S LLCD/AOther Real Estate$8,818,000$7,869,728
EDGAR ↗May 28, 2009Brook Highland Place DSTD/AResidential$16,725,000$5,607,892
EDGAR ↗May 14, 2009Brook Highland Place DSTD/AResidential$16,725,000$5,407,192
EDGAR ↗May 7, 2009Brook Highland Place DSTD/AResidential$16,725,000$4,955,617
EDGAR ↗Apr 29, 2009Brook Highland Place DSTD/AResidential$16,725,000$4,704,742
EDGAR ↗Apr 21, 2009Brook Highland Place DSTD/AResidential$16,725,000$4,331,775
EDGAR ↗Apr 9, 2009Brook Highland Place DSTD/AResidential$16,725,000$4,256,513
EDGAR ↗Mar 17, 2009Brook Highland Place DSTD/AResidential$16,725,000$3,150,990
EDGAR ↗Mar 5, 2009Brook Highland Place DSTD/AResidential$16,725,000$3,000,465
EDGAR ↗Feb 6, 2009Brook Highland Place DSTD/AResidential$16,725,000$2,007,000
EDGAR ↗Jan 23, 2009Brook Highland Place DSTDResidential$16,725,000$1,781,213

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 2, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Residential (2009), Other Real Estate (2009), Residential (2010–2023), REITS and Finance (2025), Other Real Estate (2025). Latest offering: Residential (2026; most recent Jun 30, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
GC Gregg ChristensenExecutive Officer, Promoter, Director18Jun 23, 2009 → Oct 2, 2026
CC Chad ChristensenExecutive Officer, Director, Promoter18Jun 23, 2009 → Oct 2, 2026
DS Daniel ShaefferExecutive Officer, Director, Promoter17Jun 23, 2009 → Oct 2, 2026
EM Eric MarlinExecutive Officer, Promoter12Sep 11, 2009 → Oct 2, 2026
SH Susan HallenbergExecutive Officer, Promoter, Director12Sep 11, 2009 → Oct 2, 2026
PF Paul FredenbergExecutive Officer10Apr 3, 2012 → Oct 2, 2026
EC Enzio CassinisExecutive Officer9Feb 29, 2016 → Oct 2, 2026
GR Glenn RandExecutive Officer, Director8Feb 29, 2016 → Oct 2, 2026
SH Stan HanksExecutive Officer7Feb 8, 2017 → Oct 2, 2026
AL Adam LarsonExecutive Officer7Feb 8, 2017 → Oct 2, 2026
PW Philip WhiteDirector7Mar 20, 2019 → Oct 2, 2026
JG Jonathan GardnerDirector6Apr 14, 2022 → Oct 2, 2026
JL John LuntDirector6Apr 14, 2022 → Oct 2, 2026
DS Debra SpohnExecutive Officer4Apr 3, 2012 → Feb 29, 2016
JS Joseph SiragusaExecutive Officer, Promoter3Jun 23, 2009 → Jul 13, 2010
LG Lance GraberDirector2Jan 4, 2013 → Feb 28, 2018
DR David RobertsonDirector2Jan 4, 2013 → Feb 28, 2018
DS Dan ShaefferExecutive Officer, Promoter2Jan 7, 2010 → Oct 17, 2012
JS Joe SiragusaExecutive Officer, Promoter2Jan 7, 2010 → Oct 17, 2012
CE CC Exchange TRS, Inc. entityPromoter1Sep 30, 2025 → Oct 2, 2026
CR CC Riverfront Manager, LLC entityPromoter1Sep 30, 2025 → Oct 2, 2026
CR CC Riverfront Depositor, LLC entityPromoter1Sep 30, 2025 → Oct 2, 2026
CA CW Alpha Mill GP, LLC CW Alpha Mill GP, LLC entityPromoter1Jul 11, 2022 → Jul 11, 2022
TC T Cottonwood Residential O.P., LP entityPromoter1Jun 4, 2021 → Jun 4, 2021
HT High Traverse Development, LLC T. High Traverse Development, LLC entityPromoter1Jul 11, 2019 → Dec 31, 2020
JG Jonathon GardnerDirector1Mar 20, 2019 → Sep 15, 2020
CR Cottonwood Residential II, Inc. T. Cottonwood Residential II, Inc. entityPromoter1Jul 9, 2019 → Jul 9, 2020
CR Cottonwood Residential O.P., LP T. Cottonwood Residential O.P., LP entityPromoter1Jul 9, 2019 → Jul 9, 2020
CR Cottonwood Residential, Inc. entityPromoter1Nov 30, 2011 → Nov 30, 2011
BE Brian E EliasonExecutive Officer1Jan 23, 2009 → Jan 29, 2010
GH Glenn D HolcombeExecutive Officer1Jan 23, 2009 → Jan 29, 2010
E Eliason, Inc. entityPromoter1Jan 23, 2009 → Jan 29, 2010
BK Brett R KeenanExecutive Officer1Jan 23, 2009 → Jan 29, 2010
DE David J EliasonExecutive Officer1Jan 23, 2009 → Jan 29, 2010
JC Joseph CandellaExecutive Officer1Jan 23, 2009 → Jan 29, 2010
EB E1031-B Finance Company LLC entityPromoter1Jan 23, 2009 → Jan 29, 2010
E1 Eliason 1031 Properties Corporation entityPromoter1Jan 23, 2009 → Jan 29, 2010
BM B Todd MarneyExecutive Officer1Jan 23, 2009 → Jan 29, 2010
BH Brook Highland Place Trust Manager LLC entityPromoter1Jan 23, 2009 → Jan 29, 2010
JG Jay R GrootersExecutive Officer1Jan 23, 2009 → Mar 17, 2009
JB John M BennettExecutive Officer1Jan 23, 2009 → Mar 17, 2009

Business registration (state registry / Secretary of State)

None of the 18 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Cottonwood.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Cottonwood as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

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 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Cottonwood's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #27,757 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Utah state courts — find the court ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Utah Secretary of State business search ↗OpenCorporates ↗