PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:43 AM ET

Sponsor Check › Sponsor group

Sullivan

24 issuers linked to one sponsor · NEW YORK, NY

Grouped because: 3 shared people, 2 shared management entities, same business address (8 issuers), similar issuer names (23) (automatic match from the filings) ·Not the same sponsor? Request a correction

24issuers
54Form D filings
$7,036,461,415total sold (sum of latest per issuer)
1,794investors (sum of max per issuer)
2012–2026active
1new offering, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Apr 15, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:29 AM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

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 24, 2026, 12:29 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:29 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

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.

5. Money to insiders and sales commissions

16 of 24 offerings report sales commissions totalling $26,140,338; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Apr 15, 2026 D/A
File 021-578187
$0$0$0None listed on this filing
EDGAR ↗Apr 13, 2026 D/A
File 021-498242
$0$0$0None listed on this filing
EDGAR ↗Sep 13, 2024 D/A
File 021-456756
$10,585,500 (est.)$0$0InFin Capital Ltd. no CRD number reported
BANCO BTG PACTUAL S.A. - Cayman Branch no CRD number reported
Hyu Trust no CRD number reported
EDGAR ↗Jan 18, 2024 D
File 021-502798
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 4, 2023 D
File 021-469655
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 4, 2023 D
File 021-469657
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 4, 2023 D
File 021-469656
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗May 11, 2022 D
File 021-445322
$0$0$0None listed on this filing
EDGAR ↗Jan 21, 2022 D
File 021-430291
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 21, 2022 D
File 021-430296
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 10, 2022 D/A
File 021-362313
$11,164,288 (est.)$0$0InFin Capital Ltd. no CRD number reported
Lazard Freres & Co. LLC BrokerCheck CRD 2528 ↗
Lazard & Co., Limited no CRD number reported
Further Capital Partners Ltd. no CRD number reported
bfinance UK Limited no CRD number reported
BANCO BTG PACTUAL S.A. - Cayman Branch no CRD number reported
Kakaopay Securities Corp. no CRD number reported
EDGAR ↗Jan 10, 2022 D
File 021-428604
$0$0$0None listed on this filing
EDGAR ↗Mar 12, 2021 D
File 021-392090
$0$0$0None listed on this filing
EDGAR ↗Jan 22, 2021 D
File 021-387069
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 22, 2021 D
File 021-387073
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jul 27, 2020 D
File 021-371851
$0$0$0None listed on this filing
EDGAR ↗Feb 21, 2019 D/A
File 021-290243
$3,956,250 (est.)$0$0InFin Capital Ltd no CRD number reported
EDGAR ↗Aug 21, 2018 D
File 021-319730
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jun 14, 2018 D/A
File 021-257161
$359,300 (est.)$0$0Deutsche Finance International LLP no CRD number reported
EDGAR ↗Jan 23, 2018 D
File 021-303882
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jun 23, 2016 D/A
File 021-221837
$0$0$0None listed on this filing
EDGAR ↗Mar 30, 2015 D
File 021-236922
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Apr 11, 2013 D/A
File 021-173634
$0$0$0None listed on this filing
EDGAR ↗Dec 7, 2012 D
File 021-188014
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

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 24 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 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

0 recorded documents and 0 ownership records matched to Sullivan 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 by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 12:43 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 ↗Sullivan Debt Fund LPshared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$227,599,00032$250,0002012–2013
EDGAR ↗Sullivan Debt Fund Holdings LLCshared people, same business address, similar issuer namesNEW YORK, NYREITS and Finance1$00$1,0002012–2012
EDGAR ↗Madison Realty Capital Debt Fund III LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund6$695,045,455
offering Indefinite · similar: $155,000–$5,250,000
90
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2016
EDGAR ↗Madison Realty Capital Debt Fund III Holdings LLCshared people, same business address, similar issuer namesNEW YORK, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2015–2015
EDGAR ↗Madison Realty Capital Equity Fund I LPshared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund4$97,221,000
offering Indefinite · similar: $155,000–$5,250,000
35
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2018
EDGAR ↗Madison Realty Capital Debt Fund IV LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund7$935,252,525
offering $1,000,000,000 · similar: $155,000–$5,250,000
104
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2019
EDGAR ↗Madison Realty Capital Debt Fund IV Holdings LLCshared people, same business address, similar issuer namesNEW YORK, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2018–2018
EDGAR ↗Madison Realty Capital Equity Fund I Holdings LLCshared people, same business address, similar issuer namesNEW YORK, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2018–2018
EDGAR ↗Madison Realty Capital Debt Fund V LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund11$2,080,518,182
offering $2,080,518,182 · similar: $155,000–$5,250,000
149
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2022
EDGAR ↗Madison Realty Capital Debt MA I LPshared people, similar issuer namesNEW YORK, NYPooled Investment Fund1$171,717,172
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗Madison Realty Capital Debt MA I Holdings LLCshared people, similar issuer namesNEW YORK, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗Madison Realty Capital Debt Fund V Holdings LLCshared people, shared management entity, similar issuer namesNEW YORK, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗Madison Realty Capital Debt MA II LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$100,808,081
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗MDFIV Co-Invest 4 Pack LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$25,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗Madison Realty Capital Debt MA II Holdings LLCshared people, similar issuer namesNew York, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2022–2022
EDGAR ↗Madison Realty Capital Debt Fund V Holdings II LLCshared people, shared management entity, similar issuer namesNew York, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2022–2022
EDGAR ↗Madison Realty Capital Debt MA III LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$200,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗Madison Realty Capital Debt Fund VI LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$2,037,576,000
offering $2,037,576,000 · similar: $155,000–$5,250,000
61
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2024
EDGAR ↗Madison Newbond Holdings I LLCshared peopleNew York, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2023–2023
EDGAR ↗Madison Realty Capital Debt MA III Holdings LLCshared people, similar issuer namesNew York, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2023–2023
EDGAR ↗Madison Realty Capital Debt Fund VI Holdings LLCshared people, similar issuer namesNew York, NYREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2023–2023
EDGAR ↗Madison Realty Capital Debt MA IV LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$464,415,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2026
EDGAR ↗Madison Realty Capital Debt MA IV Holdings LLCshared people, similar issuer namesNew York, NYREITS and Finance1$59,000
offering $125,000 · similar: $125,000–$125,000
59
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗Madison Realty Capital Debt Fund VII LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Apr 15, 2026Madison Realty Capital Debt Fund VII LPD/APooled Investment FundIndefinite$0
EDGAR ↗Apr 13, 2026Madison Realty Capital Debt MA IV LPD/APooled Investment FundIndefinite$464,415,000
EDGAR ↗Mar 30, 2026Madison Realty Capital Debt Fund VII LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 10, 2024Madison Realty Capital Debt MA IV LPD/APooled Investment FundIndefinite$177,940,000
EDGAR ↗Sep 13, 2024Madison Realty Capital Debt Fund VI LPD/APooled Investment Fund$2,037,576,000$2,037,576,000
EDGAR ↗Jan 18, 2024Madison Realty Capital Debt MA IV Holdings LLCDREITS and Finance$125,000$59,000
EDGAR ↗Nov 28, 2023Madison Realty Capital Debt MA IV LPDPooled Investment FundIndefinite$177,940,000
EDGAR ↗Aug 31, 2023Madison Realty Capital Debt Fund VI LPD/APooled Investment Fund$2,250,000,000$1,595,200,000
EDGAR ↗Jan 4, 2023Madison Realty Capital Debt Fund VI Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 4, 2023Madison Realty Capital Debt MA III Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 4, 2023Madison Newbond Holdings I LLCDREITS and Finance$125,000$125,000
EDGAR ↗Aug 23, 2022Madison Realty Capital Debt Fund VI LPDPooled Investment Fund$2,250,000,000$914,351,485
EDGAR ↗May 11, 2022Madison Realty Capital Debt MA III LPDPooled Investment FundIndefinite$200,000,000
EDGAR ↗Jan 21, 2022Madison Realty Capital Debt Fund V Holdings II LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 21, 2022Madison Realty Capital Debt MA II Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 10, 2022MDFIV Co-Invest 4 Pack LPDPooled Investment FundIndefinite$25,000,000
EDGAR ↗Jan 10, 2022Madison Realty Capital Debt Fund V LPD/APooled Investment Fund$2,080,518,182$2,080,518,182
EDGAR ↗Sep 27, 2021Madison Realty Capital Debt Fund V LPD/APooled Investment Fund$1,750,000,000$1,429,710,101
EDGAR ↗Jun 3, 2021Madison Realty Capital Debt Fund V LPD/APooled Investment Fund$1,750,000,000$1,130,265,657
EDGAR ↗May 5, 2021Madison Realty Capital Debt Fund V LPD/APooled Investment Fund$1,750,000,000$1,086,831,313
EDGAR ↗Mar 12, 2021Madison Realty Capital Debt MA II LPDPooled Investment FundIndefinite$100,808,081
EDGAR ↗Feb 23, 2021Madison Realty Capital Debt Fund V LPD/APooled Investment Fund$1,750,000,000$1,021,326,263
EDGAR ↗Jan 22, 2021Madison Realty Capital Debt Fund V Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 22, 2021Madison Realty Capital Debt MA I Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 16, 2020Madison Realty Capital Debt Fund V LPD/APooled Investment Fund$1,750,000,000$988,649,495
EDGAR ↗Oct 16, 2020Madison Realty Capital Debt Fund V LPD/APooled Investment Fund$1,750,000,000$905,316,162
EDGAR ↗Jul 27, 2020Madison Realty Capital Debt MA I LPDPooled Investment FundIndefinite$171,717,172
EDGAR ↗Jul 27, 2020Madison Realty Capital Debt Fund V LPD/APooled Investment Fund$1,750,000,000$863,230,303
EDGAR ↗May 26, 2020Madison Realty Capital Debt Fund V LPD/APooled Investment FundIndefinite$781,715,151
EDGAR ↗Mar 11, 2020Madison Realty Capital Debt Fund V LPD/APooled Investment FundIndefinite$679,777,777
EDGAR ↗Mar 9, 2020Madison Realty Capital Debt Fund V LPDPooled Investment FundIndefinite$661,777,778
EDGAR ↗Feb 21, 2019Madison Realty Capital Debt Fund IV LPD/APooled Investment Fund$1,000,000,000$935,252,525
EDGAR ↗Nov 21, 2018Madison Realty Capital Debt Fund IV LPD/APooled Investment Fund$1,000,000,000$759,670,251
EDGAR ↗Aug 21, 2018Madison Realty Capital Equity Fund I Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jul 9, 2018Madison Realty Capital Debt Fund IV LPD/APooled Investment Fund$1,000,000,000$608,074,291
EDGAR ↗Jun 14, 2018Madison Realty Capital Equity Fund I LPD/APooled Investment FundIndefinite$97,221,000
EDGAR ↗Mar 7, 2018Madison Realty Capital Debt Fund IV LPD/APooled Investment Fund$1,000,000,000$554,079,459
EDGAR ↗Feb 6, 2018Madison Realty Capital Equity Fund I LPD/APooled Investment FundIndefinite$49,260,000
EDGAR ↗Jan 23, 2018Madison Realty Capital Debt Fund IV Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 4, 2018Madison Realty Capital Debt Fund IV LPD/APooled Investment Fund$1,000,000,000$420,759,460
EDGAR ↗Sep 1, 2017Madison Realty Capital Debt Fund IV LPD/APooled Investment Fund$1,000,000,000$255,706,798
EDGAR ↗Jul 7, 2017Madison Realty Capital Debt Fund IV LPDPooled Investment Fund$1,000,000,000$186,787,879
EDGAR ↗Feb 9, 2017Madison Realty Capital Equity Fund I LPD/APooled Investment FundIndefinite$39,260,000
EDGAR ↗Jun 23, 2016Madison Realty Capital Debt Fund III LPD/APooled Investment FundIndefinite$695,045,455
EDGAR ↗Feb 10, 2016Madison Realty Capital Equity Fund I LPDPooled Investment FundIndefinite$28,000,000
EDGAR ↗Dec 1, 2015Madison Realty Capital Debt Fund III LPD/APooled Investment FundIndefinite$484,850,000
EDGAR ↗Jul 16, 2015Madison Realty Capital Debt Fund III LPD/APooled Investment FundIndefinite$334,800,000
EDGAR ↗May 22, 2015Madison Realty Capital Debt Fund III LPD/APooled Investment FundIndefinite$309,800,000
EDGAR ↗Mar 30, 2015Madison Realty Capital Debt Fund III Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Aug 18, 2014Madison Realty Capital Debt Fund III LPD/APooled Investment FundIndefinite$145,400,000
EDGAR ↗Jul 28, 2014Madison Realty Capital Debt Fund III LPDPooled Investment FundIndefinite$95,400,000
EDGAR ↗Apr 11, 2013Sullivan Debt Fund LPD/APooled Investment Fund$400,000,000$227,599,000
EDGAR ↗Dec 7, 2012Sullivan Debt Fund Holdings LLCDREITS and Finance$125,000$0
EDGAR ↗Feb 17, 2012Sullivan Debt Fund LPDPooled Investment Fund$500,000,000$93,400,000

Activity: 1 new offering 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 Apr 15, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2012), REITS and Finance (2012), Pooled Investment Fund (2014), REITS and Finance (2015), Pooled Investment Fund (2016–2017), REITS and Finance (2018), Pooled Investment Fund (2020), REITS and Finance (2021), Pooled Investment Fund (2021–2022), REITS and Finance (2022), Pooled Investment Fund (2022), REITS and Finance (2023), Pooled Investment Fund (2023), REITS and Finance (2024). Latest offering: Pooled Investment Fund (Mar 30, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
Joshua ZegenExecutive Officer, Promoter, Director24Feb 17, 2012 → Apr 15, 2026
Brian ShatzExecutive Officer, Promoter, Director23Feb 17, 2012 → Apr 15, 2026
Sullivan Realty Capital, LLC entityPromoter9May 22, 2015 → Apr 15, 2026
Adam TantleffExecutive Officer, Director4Feb 17, 2012 → Apr 15, 2026
Madison Realty Capital Debt Fund V LP entityPromoter2Jan 22, 2021 → Jan 21, 2022
Madison Realty Capital Debt MA IV LP entityPromoter1Jan 18, 2024 → Jan 18, 2024
Madison Realty Capital Debt MA III LP entityPromoter1Jan 4, 2023 → Jan 4, 2023
Madison Realty Capital Debt Fund VI LP entityPromoter1Jan 4, 2023 → Jan 4, 2023
Madison Realty Capital Debt MA II LP entityPromoter1Jan 21, 2022 → Jan 21, 2022
Brian SchatzExecutive Officer, Director1Mar 12, 2021 → Mar 12, 2021
Madison Realty Capital Debt MA I LP entityPromoter1Jan 22, 2021 → Jan 22, 2021
Donald R. McLambDirector1Sep 1, 2017 → Nov 21, 2018
Madison Realty Capital Equity Fund I LP entityPromoter1Aug 21, 2018 → Aug 21, 2018
MRC Fund Manager LLC entityPromoter1Feb 10, 2016 → Jun 14, 2018
Madison Realty Capital Debt Fund IV LP entityPromoter1Jan 23, 2018 → Jan 23, 2018
Madison Realty Capital Debt Fund III LP entityDirector1Mar 30, 2015 → Mar 30, 2015

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Other offering types (Regulation A and Regulation Crowdfunding)

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Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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