PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:38 AM ET

Sponsor Check › Sponsor group

M

Merion

One sponsor team, 49 deal companies · Wynnewood, PA

Grouped because: 24 shared people, 3 shared management entities, same business address (48 issuers), similar issuer names (42) (automatic match from the filings) · not the same sponsor?

49deal companies
$411.5Mreported sold
590investors
65Form D filings
2008–2026active
4new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jun 16, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Merion is a sponsor group of 49 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared management entity, same person name on both filings; automatic match from the filings), filing 65 Form D filings between Sep 2008 and Jun 2026.

What this means One team, 49 deal companies, about 18 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: $411.5M to 590 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (21), Investing (20), Other Real Estate (3), Residential (2) and 3 more. Issuers are based in PA (49).

What this means $411.5M raised across the group, about $697K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: William A. Landman (47 issuers, executive officer, director, and promoter), Richard T. Aljian (30 issuers, executive officer and director), Richard A. Mitchell (29 issuers, executive officer and director), David Clapper (27 issuers, executive officer and director), Richard Kwait (25 issuers, executive officer and director) and 68 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 Jun 16, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 2 court cases matching the name listed in Key records below.

What this means 2 records came back. 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 65 public filings for Merion and found 7 differences: 6 Form Ds were filed more than 15 days after the first sale; 11 role changes for the same people across 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 Merion has not run yet — it is joining a line of 19,511 names; searches run around the clock at the hosts' allowed rate. Searched so far: 32 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

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

CSTMR, LLC v. Liberty SBF, LP closed
District Court, W.D. Texas · No. 1:23-cv-01306 · Filed Oct 26, 2023 · Closed Jan 29, 2024 · Nature of suit: Other Statutes: Arbitration · Cause: 09:9 Motion to Confirm Arbitration Loan
Role of CSTMR, LLC v. Liberty SBF, LP: Party · Outcome: Terminated 2024-01-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
DealFlo Inc. v. Liberty SBF, L.P. closed
District Court, N.D. California · No. 5:21-cv-05095 · Filed Jul 1, 2021 · Closed Feb 8, 2022
Role of DealFlo Inc. v. Liberty SBF, L.P.: Party · Outcome: Terminated 2022-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
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, 2:16 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: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

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 Merion..

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 are not covered.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:16 AM ET.

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.

7 differences found between the filings for Merion (compared the newest 50 of 65 filings on Oct 24, 2026; older filings not covered)

Note · Jul 15, 2022 – Feb 20, 2026

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

Form D filed 25 days after the first sale — Merion Multifamily Fund IV Capital Partner, L.P. · Form D filed 25 days after the first sale — Merion Multifamily Fund IV, L.P. · Form D filed 49 days after the first sale — Merion Clifton Park Capital Partner, L.P. · Form D filed 44 days after the first sale — Merion Golf Villas, L.P. · Form D filed 36 days after the first sale — Merion Golf Villas Capital Partner, L.P. · and 1 more

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 · Feb 20, 2026 ↗Merion Multifamily Fund IV Capital Partner, L.P. — PartnerFacts page ↗Form D · Feb 20, 2026 ↗Merion Multifamily Fund IV, L.P. — PartnerFacts page ↗
Sources
Note · Jun 7, 2018 – Nov 9, 2022

11 role changes for the same people across filings

William A. Landman's role changed at Merion Groton, L.P.: director → executive officer · Richard T. Aljian's role changed at Merion Groton, L.P.: director → executive officer · Richard Kwait's role changed at Merion Groton, L.P.: director → executive officer · Merion Realty Investment Partners, LLC's role changed at Merion Groton, L.P.: executive officer → director · Merion Groton GP, LLC's role changed at Merion Groton, L.P.: executive officer, director → director · and 6 more

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

Form D · Sep 28, 2018 ↗Form D · Nov 9, 2022 ↗William A. Landman — PartnerFacts page ↗Merion Groton, L.P. — PartnerFacts page ↗
Sources
Note · Mar 1, 2013 – Aug 6, 2025

10 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 — Merion Clifton Park, L.P. (latest filing Aug 6, 2025) · No amendment in the last 12 months on an offering that may still be open — Merion Golf Villas Capital Partner, L.P. (latest filing Jul 23, 2025) · No amendment in the last 12 months on an offering that may still be open — Merion Cranberry, L.P. (latest filing Aug 3, 2022) · No amendment in the last 12 months on an offering that may still be open — MLH MSO Holdco, Inc. (latest filing Sep 14, 2020) · No amendment in the last 12 months on an offering that may still be open — MLH MSO Holdco, Inc. (latest filing Jan 3, 2020) · and 5 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 · Aug 6, 2025 ↗Merion Clifton Park, L.P. — PartnerFacts page ↗Form D · Jul 23, 2025 ↗Merion Golf Villas Capital Partner, L.P. — PartnerFacts page ↗
Sources
Note · Oct 15, 2012 – Jun 16, 2026

11 people are written more than one way across the filings

David Clapper is written 2 different ways on the filings · William A. Landman is written 3 different ways on the filings · Richard T. Aljian is written 3 different ways on the filings · Richard Kwait is written 3 different ways on the filings · David Rodgers is written 2 different ways on the filings · and 6 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · May 24, 2013 ↗Form D · Jun 16, 2026 ↗David Clapper — PartnerFacts page ↗Form D · Oct 15, 2012 ↗
Sources
Note · May 24, 2013 – Feb 13, 2014

Minimum investment changed between filings — MAINLINE SPECIAL OPPORTUNITIES FUND, L.P.

The May 24, 2013 filing lists a minimum of $2,000,000; the Feb 13, 2014 Form D/A lists $250,000.

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

Form D (earlier) · May 24, 2013 ↗Form D/A (later) · Feb 13, 2014 ↗MAINLINE SPECIAL OPPORTUNITIES FUND, L.P. — PartnerFacts page ↗
Sources
Note · Mar 13, 2013 – Feb 12, 2014

Minimum investment changed between filings — MERION MULTIFAMILY FUND, L.P.

The Mar 13, 2013 filing lists a minimum of $2,500,000; the Feb 12, 2014 Form D/A lists $250,000.

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

Form D/A (earlier) · Mar 13, 2013 ↗Form D/A (later) · Feb 12, 2014 ↗MERION MULTIFAMILY FUND, L.P. — PartnerFacts page ↗
Sources
Note · Sep 24, 2008 – Jun 16, 2026

Member companies were formed in 3 different states

Delaware (44), De (4), Pennsylvania (1) — out of 49 member issuers. The odd ones out: CMS/STARPOINTE FUND LP (De); CMS/Starpointe Indian Bend, L.P. (De); CMS 2008 Investment Partners PE, L.P. (De); CMS 2008 Investment Partners PE-Q, L.P. (De); Merion Eagle Ridge, L.P. (Pennsylvania).

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.

Merion — sponsor group page ↗CMS/STARPOINTE FUND LP — PartnerFacts page ↗CMS/Starpointe Indian Bend, L.P. — PartnerFacts page ↗CMS 2008 Investment Partners PE, L.P. — 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 65 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

18 of 52 offerings report sales commissions totalling $2,901,388; 1 reports finder's fees totalling $50,000; 25 report proceeds to related persons totalling $19,883,032. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 16, 2026 D
MainLine Abingdon Global, LLC
File 021-587552
$22,500$0$90,000 (est.)
Management Fees payable to issuer affiliates over three years, and amount above is net of fees paid directly by Portfolio Company, all as described in PPM.
3iCO Securities LLC BrokerCheck CRD 173648 ↗
via 3iCO Securities LLC (CRD 173648 ↗)
EDGAR ↗
Feb 20, 2026 D
Merion Multifamily Fund IV, L.P.
File 021-574167
$54,138$0$1,250,000 (est.)
Advisory and Management Fees payable to issuer affiliates as described in PPM.
3iCO Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Feb 20, 2026 D
Merion Multifamily Fund IV Capital Partner, L.P.
File 021-574172
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2026 D
Merion Black Bear, L.P.
File 021-574175
$1,500$0$683,109 (est.)
Acquisition and Partnership Fees.
3iCO Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Aug 14, 2025 D
Merion Clifton Park Capital Partner, L.P.
File 021-554764
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2025 D/A
Merion Clifton Park, L.P.
File 021-551106
$94,000$0$780,000
One-time acquisition fee.
3iCO Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Aug 6, 2025 D/A
Merion Golf Villas, L.P.
File 021-553335
$24,000$0$113,500
One-time acquisition fee paid to the Special Limited Partner, an affiliate of the General Partner.
3iCO Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Jul 23, 2025 D
Merion Golf Villas Capital Partner, L.P.
File 021-552534
$0$0$0None listed on this filingEDGAR ↗
Mar 1, 2023 D
Merion Milford Capital Partner, L.P.
File 021-474609
$0$0$0None listed on this filingEDGAR ↗
Feb 23, 2023 D
Merion Milford, L.P.
File 021-474164
$71,550 (est.)$0$651,000
The General Partner or one of its affiliates will receive a one-time acquisition fee (or capital contribution credit in lieu thereof) in an amount equal to $651,000 payable by the Partnership at the closing of the acquisition of the Property.
MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Dec 8, 2022 D/A
MainLine Tu-K Industries, LLC
File 021-465957
$32,375$0$0MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Nov 9, 2022 D
Merion Groton, L.P.
File 021-464324
$5,000$0$0MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Aug 3, 2022 D
Merion Cranberry, L.P.
File 021-454636
$77,075 (est.)$0$500,000 (est.)
An affiliate of the General Partner will receive a one-time Acquisition Fee in an amount equal to $500,000 payable by the Partnership at the closing of the acquisition of the Property
MainLine Securities, LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Aug 26, 2021 D
Merion Millsboro, L.P.
File 021-411394
$0 (est.)$0$430,000 (est.)
An affiliate of the General Partner will receive a one-time acquisition fee payable by the Partnership at Closing in an amount equal to 1% of the purchase price of the Property (approximately $430,000).
MainLine Securities, LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Apr 7, 2021 D
Merion Multifamily Fund III, L.P.
File 021-394877
$0 (est.)$0 (est.)$500,000 (est.)
An affiliate of the Issuer will receive a one-time Acquisition Fee in an amount not to exceed $500,000 in connection with the offering.
MainLine Securities, LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Dec 17, 2020 D
Merion Stratford, L.P.
File 021-383494
$0 (est.)$0$306,000 (est.)
Affiliates of the General Partner will receive a one-time Acquisition and Guarantee Fee totaling approximately $306,000.
MainLine Securities, LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Sep 14, 2020 D
MLH MSO Holdco, Inc.
File 021-375427
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2020 D
Merion Shelton, L.P.
File 021-358090
$0 (est.)$0$500,000 (est.)
Affiliates of the General Partner will receive an Acquisition and Guarantee Fee totaling approximately $500,000.
MainLine Securities, LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Jan 3, 2020 D/A
MLH MSO Holdco, Inc.
File 021-354112
$0$50,000$0MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Aug 20, 2019 D/A
Merion Multifamily Investment Fund II, L.P.
File 021-338747
$0 (est.)$0 (est.)$3,375,000 (est.)
Affiliate of Issuer will receive Advisory and Management Fee equal to approximately 1.5% of purchase price for all Units over the life of the fund.
MainLine Securities, LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Aug 5, 2019 D
MLH Holdings, LLC
File 021-345773
$10,000$0$0MainLine Securities, LLC BrokerCheck CRD 173648 ↗EDGAR ↗
May 16, 2019 D
Merion Collingswood, L.P.
File 021-339805
$0 (est.)$0 (est.)$326,750 (est.)
Affiliate of Issuer will receive a one-time Acquisition and Guarantee Fee of 1% of the purchase price of the Property ($326,750.00) at Closing.
MainLine Securities, LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Oct 5, 2018 D/A
Merion Groton Capital Partner, L.P.
File 021-322957
$0$0$0None listed on this filingEDGAR ↗
Sep 28, 2018 D
Merion Groton, L.P.
File 021-322424
$0$0$480,000
Affiliate of Issuer to receive one time, $480,000 (0.8% of purchase price of Property Acquisition and Guarantee Fee at Closing.
MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Sep 28, 2018 D
Merion Locust Grove, L.P.
File 021-322431
$0$0$267,273
Affiliate of Issuer to receive one time, $267,273 Acquisition and Guarantee Fee at Closing.
MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Jun 20, 2018 D
Merion Eagle Ridge, L.P.
File 021-315028
$0$0$397,500 (est.)
An affiliate of the Issuer will receive an Acquisition and Guarantee Fee equal to 1% of the purchase price of the property, estimated to be $397,500, an allocable portion of which will be paid out of the gross proceeds of the offering.
None listed on this filingEDGAR ↗
Jun 7, 2018 D/A
Merion Eagle Ridge, L.P.
File 021-309467
$82,125$0$397,500
An affiliate of the Issuer will receive an Acquisition and Guarantee Fee equal to 1% of the purchase price of the property, estimated to be $397,500.
MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Apr 24, 2018 D
Merion Eagle Ridge Capital Partner, L.P.
File 021-310899
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2018 D
MLIP MLH Investments, LLC
File 021-309450
$50,000$0$0MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Aug 10, 2017 D
Merion Champions Walk, L.P.
File 021-292530
$15,000$0$580,000
An affiliate of the General Partner of the Issuer will be entitled to be paid an Acquisition and Guaranty Fee in the amount of $580,000 upon the acquisition of real estate to be acquired by the Issuer.
MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
Aug 10, 2017 D
Merion Champions Walk Capital Partner, L.P.
File 021-292534
$0$0$0None listed on this filingEDGAR ↗
May 5, 2017 D
Merion Bradenton Reserve, L.P.
File 021-286172
$4,125$0$191,000
Affiliate of the General Partner of Issuer will receive an Acquisition and Guarantee Fee of $191,000.
MainLine Securities LLC BrokerCheck CRD 173648 ↗EDGAR ↗
May 5, 2017 D
Merion Bradenton Reserve Capital Partner, L.P.
File 021-286174
$0$0$0None listed on this filingEDGAR ↗
Jun 8, 2016 D
Merion Bay Point, L.P.
File 021-264527
$0$0$0MainLine Securities LLC BrokerCheck CRD 173648 ↗
via MainLine Securities LLC (CRD 173648 ↗)
EDGAR ↗
Jun 7, 2016 D
Merion Bay Point Capital Partner, L.P.
File 021-264477
$0$0$0None listed on this filingEDGAR ↗
May 17, 2016 D
Merion Countryside Capital Partner, L.P.
File 021-263356
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2016 D
Merion Riverside Parc Capital Partner, L.P.
File 021-262270
$0$0$0None listed on this filingEDGAR ↗
Oct 14, 2015 D
MainLine Cala del Sol Partners, LP
File 021-249388
$0$0$110,400 (est.)
Acquisition fee payable to an affiliate of the general partner of the issuer.
M Holdings Securities, Inc. BrokerCheck CRD 43285 ↗EDGAR ↗
Feb 27, 2015 D
Merion Multifamily Fund II, L.P.
File 021-234939
$0$0$3,000,000 (est.)
If the target $50,000,000 is reached.
M Holdings Securities, Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)
EDGAR ↗
Apr 1, 2014 D/A
MAINLINE SO/UNEQUAL PARTNERS, L.P.
File 021-206679
$608,000 (est.)$0 (est.)$304,000 (est.)
An adviser's fee in an amount equal to 2% per annum of the amount raised in the offering is payable to the issuer's investment adviser. The amount shown about represents the amount payable out of the proceeds of the offering.
Grant Williams, LP BrokerCheck CRD 45961 ↗
via Grant Williams, LP (CRD 45961 ↗)

M Holdings Securities, Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities, Inc (CRD 43285 ↗)
EDGAR ↗
Feb 13, 2014 D/A
MAINLINE SPECIAL OPPORTUNITIES FUND, L.P.
File 021-197057
$300,000 (est.)$0 (est.)$1,200,000 (est.)
Payable to Issuer's investment adviser of which named persons are executive officers, and equal to 2% of the purchase price of the units.
CMS Investment Resources, LLC BrokerCheck CRD 10102 ↗
via CMS Investment Resources, LLC (CRD 10102 ↗)
EDGAR ↗
Feb 12, 2014 D/A
MERION MULTIFAMILY FUND, L.P.
File 021-185565
$1,000,000 (est.)$0$3,000,000 (est.)
Payable to Issuer's investment adviser of which named persons are exec. officers. It's equal to 6% of total amount sold in the offering & may be reduced dollar for dollar by placement fees disclosed in Item 15. All or portion can be paid out of cash flow.
CMS Investment Resources, LLC BrokerCheck CRD 10102 ↗
via CMS Investment Resources, LLC (CRD 10102 ↗)
EDGAR ↗
Apr 11, 2012 D
Liberty SBF Holdings, LLC
File 021-176471
$450,000 (est.)$0$450,000 (est.)
The sales commission disclosed in Item 15 of this Form is being paid from the proceeds of the Offering to an affiliate of a Related Person.
CMS Investment Resources, LLC BrokerCheck CRD 10102 ↗
via CMS Investment Resources, LLC (CRD 10102 ↗)
EDGAR ↗
Sep 2, 2011 D/A
CMS VF Partners, L.P.
File 021-165332
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2010 D/A
CMS LIFE INSURANCE OPPORTUNITY FUND LP
File 021-125621
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2009 D/A
CMS SMALL CAP PRIVATE EQUITY FUND II LP
File 021-122712
$0$0$0None listed on this filingEDGAR ↗
Sep 29, 2009 D
CMS Gaming Partners Q, L.P.
File 021-134803
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2009 D
CMS Educational Assets Fund II, L.P.
File 021-132673
$0$0$0CMS Investment Resources, Inc. BrokerCheck CRD 10102 ↗
via CMS Investment Resources, Inc. (CRD 10102 ↗)
EDGAR ↗
Oct 20, 2008 D
CMS 2008 Investment Partners PE, L.P.
File 021-123555
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2008 D
CMS 2008 Investment Partners PE-Q, L.P.
File 021-123545
$0$0$0None listed on this filingEDGAR ↗
Sep 24, 2008 D
CMS/STARPOINTE FUND LP
File 021-59844
$0$0$0None listed on this filingEDGAR ↗
Sep 24, 2008 D
CMS/Starpointe Indian Bend, L.P.
File 021-122853
$0$0$0None listed on this filingEDGAR ↗
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 49 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 lookup still to run

0 recorded documents and 0 ownership records matched to Merion 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. 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); 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 covered). 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 covered — not 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, 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 ↗CS CMS/STARPOINTE FUND LPshared people, same business address, similar issuer namesWYNNEWOOD, PAResidential1$00$25,0002008–2008
EDGAR ↗CS CMS/Starpointe Indian Bend, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAResidential1$00$25,0002008–2008
EDGAR ↗C2 CMS 2008 Investment Partners PE, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$00$2,5002008–2008
EDGAR ↗C2 CMS 2008 Investment Partners PE-Q, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$00$2,5002008–2008
EDGAR ↗CE CMS Educational Assets Fund II, L.P.shared people, same business addressWYNNEWOOD, PAInvesting1$00$1,000,0002009–2009
EDGAR ↗CG CMS Gaming Partners Q, L.P.shared people, same business addressWYNNEWOOD, PAPooled Investment Fund1$00$25,0002009–2009
EDGAR ↗CS CMS SMALL CAP PRIVATE EQUITY FUND II LPshared people, same business addressWYNNEWOOD, PAPooled Investment Fund1$37,550,00022$50,0002009–2009
EDGAR ↗CL CMS LIFE INSURANCE OPPORTUNITY FUND LPshared people, same business addressWYNNEWOOD, PAPooled Investment Fund1$22,180,00073$100,0002010–2010
EDGAR ↗CV CMS VF Partners, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund2$00$100,0002011–2011
EDGAR ↗LS Liberty SBF Holdings, LLCshared people, same business addressWYNNEWOOD, PAOther Banking and Financial Services1$5,000,0001No minimum reported2012–2012
EDGAR ↗MM MERION MULTIFAMILY FUND, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund3$19,775,00015$250,0002012–2014
EDGAR ↗MS MAINLINE SPECIAL OPPORTUNITIES FUND, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund2$5,000,0008$250,0002013–2014
EDGAR ↗MS MAINLINE SO/UNEQUAL PARTNERS, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund2$10,000,000
offering $15,200,000 · similar: $155,000–$5,250,000
21
similar: 4–27
$100,000
similar: $1,000–$100,000
2013–2014
EDGAR ↗MM Merion Multifamily Fund II, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$00No minimum reported2015–2015
EDGAR ↗MC MainLine Cala del Sol Partners, LPshared people, same business address, similar issuer namesWYNNEWOOD, PAOther Real Estate1$00$100,0002015–2015
EDGAR ↗MR Merion Riverside Parc Capital Partner, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$548,60011No minimum reported2016–2016
EDGAR ↗MC Merion Countryside Capital Partner, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$764,16411No minimum reported2016–2016
EDGAR ↗MB Merion Bay Point Capital Partner, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$00No minimum reported2016–2016
EDGAR ↗MB Merion Bay Point, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$00No minimum reported2016–2016
EDGAR ↗MB Merion Bradenton Reserve, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$5,968,0005No minimum reported2017–2017
EDGAR ↗MB Merion Bradenton Reserve Capital Partner, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$535,00012No minimum reported2017–2017
EDGAR ↗MC Merion Champions Walk, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$16,550,0007$100,0002017–2017
EDGAR ↗MC Merion Champions Walk Capital Partner, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$658,45011No minimum reported2017–2017
EDGAR ↗ME Merion Eagle Ridge, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund3$12,300,000
offering $424,500 · similar: $500,000–$16,420,250
26
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2018–2018
EDGAR ↗MM MLIP MLH Investments, LLCshared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$10,276,6672No minimum reported2018–2018
EDGAR ↗ME Merion Eagle Ridge Capital Partner, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$925,50013No minimum reported2018–2018
EDGAR ↗MG Merion Groton, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAInvesting2$7,193,830
offering $7,193,830 · similar: $763,000–$10,000,000
11
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2018–2022
EDGAR ↗ML Merion Locust Grove, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$0
offering $7,575,000 · similar: $763,000–$10,000,000
0
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2018–2018
EDGAR ↗MG Merion Groton Capital Partner, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAInvesting2$0
offering $1,000,000 · similar: $763,000–$10,000,000
12
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2018–2018
EDGAR ↗MM Merion Multifamily Investment Fund II, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund2$0
offering $75,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗MC Merion Collingswood, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$10,000,000
offering $10,000,000 · similar: $763,000–$10,000,000
1
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2019–2019
EDGAR ↗MH MLH Holdings, LLCshared people, same person name on both filings, same business addressWYNNEWOOD, PAInvesting1$2,000,000
offering $2,000,000 · similar: $763,000–$10,000,000
1
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2019–2019
EDGAR ↗MM MLH MSO Holdco, Inc.shared people, same person name on both filings, same business addressWynnewood, PAOther3$12,000,000
offering $17,000,000 · similar: $500,000–$7,000,000
10
similar: 2–14
$150,000
similar: $5,000–$50,000
2019–2020
EDGAR ↗MS Merion Shelton, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$15,000,000
offering $15,000,000 · similar: $763,000–$10,000,000
24
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2020–2020
EDGAR ↗MS Merion Stratford, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$0
offering $9,600,000 · similar: $763,000–$10,000,000
0
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2020–2020
EDGAR ↗MM Merion Multifamily Fund III, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$0
offering $53,000,000 · similar: $763,000–$10,000,000
0
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2021–2021
EDGAR ↗MM Merion Millsboro, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$17,100,000
offering $17,100,000 · similar: $763,000–$10,000,000
11
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2021–2021
EDGAR ↗MC Merion Cranberry, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$36,175,000
offering $36,350,000 · similar: $763,000–$10,000,000
32
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2022–2022
EDGAR ↗MT MainLine Tu-K Industries, LLCshared people, same business address, similar issuer namesWYNNEWOOD, PAInvesting2$6,948,235
offering $6,948,235 · similar: $763,000–$10,000,000
9
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2022–2022
EDGAR ↗MM Merion Milford, L.P.shared people, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$33,400,000
offering $33,400,000 · similar: $763,000–$10,000,000
34
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2023–2023
EDGAR ↗MM Merion Milford Capital Partner, L.P.shared people, shared management entity, similar issuer namesWYNNEWOOD, PAInvesting1$1,371,600
offering $1,371,600 · similar: $763,000–$10,000,000
15
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2023–2023
EDGAR ↗MC Merion Clifton Park, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAInvesting3$39,435,000
offering $40,000,000 · similar: $763,000–$10,000,000
65
similar: 4–23
$100,000
similar: $10,000–$78,388
2025–2025
EDGAR ↗MG Merion Golf Villas Capital Partner, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$1,095,600
offering $1,100,000 · similar: $763,000–$10,000,000
13
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2025–2025
EDGAR ↗MG Merion Golf Villas, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PACommercial2$4,400,000
offering $4,400,000 · similar: $1,815,000–$10,000,000
6
similar: 7–33
$100,000
similar: $20,000–$50,000
2025–2025
EDGAR ↗MC Merion Clifton Park Capital Partner, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$1,715,000
offering $1,715,000 · similar: $763,000–$10,000,000
13
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2025–2025
EDGAR ↗MM Merion Multifamily Fund IV, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAOther Real Estate1$50,000,000
offering $50,000,000 · similar: $2,250,000–$16,950,000
58
similar: 5–32
$150,000
similar: $15,000–$100,000
2026–2026
EDGAR ↗MM Merion Multifamily Fund IV Capital Partner, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAInvesting1$4,885,000
offering $4,885,000 · similar: $763,000–$10,000,000
12
similar: 4–23
$20,000
similar: $10,000–$78,388
2026–2026
EDGAR ↗MB Merion Black Bear, L.P.shared people, shared management entity, same business address, similar issuer namesWYNNEWOOD, PAOther Real Estate1$18,000,000
offering $18,000,000 · similar: $2,250,000–$16,950,000
2
similar: 5–32
$7,982,000
similar: $15,000–$100,000
2026–2026
EDGAR ↗MA MainLine Abingdon Global, LLCshared people, same business address, similar issuer namesWYNNEWOOD, PAPooled Investment Fund1$15,000,000
offering $15,000,000 · similar: $155,000–$5,250,000
23
similar: 4–27
$150,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (6 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jun 16, 2026MainLine Abingdon Global, LLCDPooled Investment Fund$15,000,000$15,000,000
EDGAR ↗Feb 20, 2026Merion Black Bear, L.P.DOther Real Estate$18,000,000$18,000,000
EDGAR ↗Feb 20, 2026Merion Multifamily Fund IV Capital Partner, L.P.DInvesting$4,885,000$4,885,000
EDGAR ↗Feb 20, 2026Merion Multifamily Fund IV, L.P.DOther Real Estate$50,000,000$50,000,000
EDGAR ↗Aug 14, 2025Merion Clifton Park Capital Partner, L.P.DInvesting$1,715,000$1,715,000
EDGAR ↗Aug 6, 2025Merion Golf Villas, L.P.D/ACommercial$4,400,000$4,400,000
EDGAR ↗Aug 6, 2025Merion Clifton Park, L.P.D/AInvesting$40,000,000$39,435,000
EDGAR ↗Jul 31, 2025Merion Golf Villas, L.P.DCommercial$4,400,000$4,400,000
EDGAR ↗Jul 23, 2025Merion Golf Villas Capital Partner, L.P.DInvesting$1,100,000$1,095,600
EDGAR ↗Jul 17, 2025Merion Clifton Park, L.P.D/AInvesting$40,000,000$39,435,000
EDGAR ↗Jul 9, 2025Merion Clifton Park, L.P.DInvesting$40,000,000$0
EDGAR ↗Mar 1, 2023Merion Milford Capital Partner, L.P.DInvesting$1,371,600$1,371,600
EDGAR ↗Feb 23, 2023Merion Milford, L.P.DInvesting$33,400,000$33,400,000
EDGAR ↗Dec 8, 2022MainLine Tu-K Industries, LLCD/AInvesting$6,948,235$6,948,235
EDGAR ↗Nov 29, 2022MainLine Tu-K Industries, LLCDInvesting$6,948,235$6,948,235
EDGAR ↗Nov 9, 2022Merion Groton, L.P.DInvesting$7,193,830$7,193,830
EDGAR ↗Aug 3, 2022Merion Cranberry, L.P.DInvesting$36,350,000$36,175,000
EDGAR ↗Aug 26, 2021Merion Millsboro, L.P.DInvesting$17,100,000$17,100,000
EDGAR ↗Apr 7, 2021Merion Multifamily Fund III, L.P.DInvesting$53,000,000$0
EDGAR ↗Dec 17, 2020Merion Stratford, L.P.DInvesting$9,600,000$0
EDGAR ↗Sep 14, 2020MLH MSO Holdco, Inc.DOther$17,000,000$12,000,000
EDGAR ↗Jan 15, 2020Merion Shelton, L.P.DInvesting$15,000,000$15,000,000
EDGAR ↗Jan 3, 2020MLH MSO Holdco, Inc.D/AOther$30,000,000$7,999,999
EDGAR ↗Nov 25, 2019MLH MSO Holdco, Inc.DOther$30,000,000$2,749,999
EDGAR ↗Aug 20, 2019Merion Multifamily Investment Fund II, L.P.D/APooled Investment Fund$75,000,000$0
EDGAR ↗Aug 5, 2019MLH Holdings, LLCDInvesting$2,000,000$2,000,000
EDGAR ↗May 16, 2019Merion Collingswood, L.P.DInvesting$10,000,000$10,000,000
EDGAR ↗May 3, 2019Merion Multifamily Investment Fund II, L.P.DPooled Investment Fund$75,000,000$0
EDGAR ↗Oct 5, 2018Merion Groton Capital Partner, L.P.D/AInvesting$1,000,000$0
EDGAR ↗Oct 5, 2018Merion Groton Capital Partner, L.P.DInvesting$1,000,000$0
EDGAR ↗Sep 28, 2018Merion Locust Grove, L.P.DInvesting$7,575,000$0
EDGAR ↗Sep 28, 2018Merion Groton, L.P.DInvesting$4,300,000$0
EDGAR ↗Jun 20, 2018Merion Eagle Ridge, L.P.DPooled Investment Fund$424,500$0
EDGAR ↗Jun 7, 2018Merion Eagle Ridge, L.P.D/APooled Investment Fund$12,750,000$12,300,000
EDGAR ↗Apr 24, 2018Merion Eagle Ridge Capital Partner, L.P.DPooled Investment Fund$925,500$925,500
EDGAR ↗Apr 5, 2018MLIP MLH Investments, LLCDPooled Investment Fund$10,276,667$10,276,667
EDGAR ↗Apr 5, 2018Merion Eagle Ridge, L.P.DPooled Investment Fund$12,750,000$0
EDGAR ↗Aug 10, 2017Merion Champions Walk Capital Partner, L.P.DPooled Investment Fund$658,450$658,450
EDGAR ↗Aug 10, 2017Merion Champions Walk, L.P.DPooled Investment Fund$16,550,000$16,550,000
EDGAR ↗May 5, 2017Merion Bradenton Reserve Capital Partner, L.P.DPooled Investment Fund$535,000$535,000
EDGAR ↗May 5, 2017Merion Bradenton Reserve, L.P.DPooled Investment Fund$5,968,000$5,968,000
EDGAR ↗Jun 8, 2016Merion Bay Point, L.P.DPooled Investment Fund$3,050,000$0
EDGAR ↗Jun 7, 2016Merion Bay Point Capital Partner, L.P.DPooled Investment Fund$435,000$0
EDGAR ↗May 17, 2016Merion Countryside Capital Partner, L.P.DPooled Investment Fund$764,164$764,164
EDGAR ↗Apr 29, 2016Merion Riverside Parc Capital Partner, L.P.DPooled Investment Fund$548,600$548,600
EDGAR ↗Oct 14, 2015MainLine Cala del Sol Partners, LPDOther Real Estate$10,000,000$0
EDGAR ↗Feb 27, 2015Merion Multifamily Fund II, L.P.DPooled Investment Fund$60,000,000$0
EDGAR ↗Apr 1, 2014MAINLINE SO/UNEQUAL PARTNERS, L.P.D/APooled Investment Fund$15,200,000$10,000,000
EDGAR ↗Feb 13, 2014MAINLINE SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment Fund$15,000,000$5,000,000
EDGAR ↗Feb 12, 2014MERION MULTIFAMILY FUND, L.P.D/APooled Investment Fund$50,000,000$19,775,000
EDGAR ↗Nov 20, 2013MAINLINE SO/UNEQUAL PARTNERS, L.P.DPooled Investment Fund$15,200,000$0
EDGAR ↗May 24, 2013MAINLINE SPECIAL OPPORTUNITIES FUND, L.P.DPooled Investment Fund$15,000,000$0
EDGAR ↗Mar 13, 2013MERION MULTIFAMILY FUND, L.P.D/APooled Investment Fund$50,000,000$15,250,000
EDGAR ↗Oct 15, 2012MERION MULTIFAMILY FUND, L.P.DPooled Investment Fund$50,000,000$0
EDGAR ↗Apr 11, 2012Liberty SBF Holdings, LLCDOther Banking and Financial Services$15,000,000$5,000,000
EDGAR ↗Sep 2, 2011CMS VF Partners, L.P.D/APooled Investment Fund$15,000,000$0
EDGAR ↗Sep 2, 2011CMS VF Partners, L.P.DPooled Investment Fund$15,000,000$0
EDGAR ↗Jan 13, 2010CMS LIFE INSURANCE OPPORTUNITY FUND LPD/APooled Investment Fund$50,000,000$22,180,000
EDGAR ↗Oct 13, 2009CMS SMALL CAP PRIVATE EQUITY FUND II LPD/APooled Investment Fund$75,000,000$37,550,000
EDGAR ↗Sep 29, 2009CMS Gaming Partners Q, L.P.DPooled Investment Fund$60,000,000$0
EDGAR ↗Jul 13, 2009CMS Educational Assets Fund II, L.P.DInvesting$50,000,000$0
EDGAR ↗Oct 20, 2008CMS 2008 Investment Partners PE-Q, L.P.DInvesting$500,000$0
EDGAR ↗Oct 20, 2008CMS 2008 Investment Partners PE, L.P.DInvesting$500,000$0
EDGAR ↗Sep 24, 2008CMS/Starpointe Indian Bend, L.P.DResidential$1,500,000$0
EDGAR ↗Sep 24, 2008CMS/STARPOINTE FUND LPDResidential$7,500,000$0

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 Jun 16, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Residential (2008), Investing (2008–2009), Pooled Investment Fund (2009–2011), Other Banking and Financial Services (2012), Pooled Investment Fund (2012–2015), Other Real Estate (2015), Pooled Investment Fund (2016–2018), Investing (2018), Pooled Investment Fund (2019), Investing (2019), Other (2019), Investing (2020), Other (2020), Investing (2020–2025), Commercial (2025), Investing (2025), Other Real Estate (2026), Investing (2026), Other Real Estate (2026). Latest offering: Pooled Investment Fund (Jun 16, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
WL William A. LandmanExecutive Officer, Director, Promoter47Sep 24, 2008 → Feb 20, 2026
RA Richard T. AljianExecutive Officer, Director30Jul 13, 2009 → Feb 20, 2026
RM Richard A. MitchellExecutive Officer, Director29Sep 24, 2008 → Dec 17, 2020
DC David ClapperExecutive Officer, Director27Jul 13, 2009 → Jun 16, 2026
RK Richard KwaitExecutive Officer, Director25Feb 27, 2015 → Feb 20, 2026
JA John T. AdamsExecutive Officer11Feb 27, 2015 → Aug 26, 2021
MR Merion Realty Investment Partners, LLC entityExecutive Officer, Director10Jun 7, 2016 → Nov 9, 2022
JS Jeffrey R. ShumakerExecutive Officer8May 3, 2019 → Feb 23, 2023
JM Joseph MartellExecutive Officer7May 3, 2019 → Feb 23, 2023
PS Paul SilberbergExecutive Officer, Director, Promoter7Sep 24, 2008 → Jan 13, 2010
MS Mark I SolomonExecutive Officer, Director, Promoter7Sep 24, 2008 → Jan 13, 2010
IW Ingrid R. WelchExecutive Officer7Sep 24, 2008 → Jan 13, 2010
AD Anthony DiSilvestroExecutive Officer6May 3, 2019 → Feb 23, 2023
MH Matthew T. HopperExecutive Officer6May 3, 2019 → Feb 23, 2023
DH David P. HammermanExecutive Officer5May 3, 2019 → Feb 23, 2023
DR David RodgersExecutive Officer5May 3, 2019 → Feb 23, 2023
DR Donna M. RittershausenExecutive Officer5Aug 10, 2017 → Nov 9, 2022
MR MERION REALTY VENTURES, LLC entityDirector3Jul 9, 2025 → Aug 6, 2025
MG Morey H. GoldbergExecutive Officer3Jul 13, 2009 → Jan 13, 2010
MG Merion Multifamily Fund IV GP, LLCDirector2Feb 20, 2026 → Feb 20, 2026
MV Merion Realty Ventures, LLCDirector2Mar 1, 2023 → Aug 14, 2025
RG Robert GorovitzExecutive Officer, Director2Aug 5, 2019 → Sep 14, 2020
JC Jeff CookExecutive Officer, Director2Aug 5, 2019 → Sep 14, 2020
AH Adrienne D. HamiltonExecutive Officer2May 3, 2019 → Aug 20, 2019
RA Richard T. AljainExecutive Officer, Director2Apr 5, 2018 → Jun 20, 2018
MS MainLine SO Associates, L.P. entityPromoter2May 24, 2013 → Apr 1, 2014
WS William SiegenthalerExecutive Officer2Oct 20, 2008 → Oct 20, 2008
GP General Partner Alan MainLine Abingdon Global Manager, LLC entityExecutive Officer1Jun 16, 2026 → Jun 16, 2026
LW Landman Alan WilliamExecutive Officer1Jun 16, 2026 → Jun 16, 2026
MV Merion Realty Ventures, LLCDirector1Feb 20, 2026 → Feb 20, 2026
MG MERION GOLF VILLAS GP, LLC entityExecutive Officer1Jul 31, 2025 → Aug 6, 2025
MC MERION CLIFTON PARK GP, LLC entityExecutive Officer1Jul 9, 2025 → Aug 6, 2025
MG Merion Milford GP, LLCDirector1Feb 23, 2023 → Feb 23, 2023
MT MainLine Tu-K Manager, LLC entityDirector1Nov 29, 2022 → Dec 8, 2022
WR William J. RomanelliExecutive Officer1Nov 29, 2022 → Dec 8, 2022
MG Merion Groton GP, LLC entityDirector1Sep 28, 2018 → Nov 9, 2022
BK Benjamin KamiennyExecutive Officer1Nov 9, 2022 → Nov 9, 2022
MC Merion Cranberry GP, LLC entityDirector1Aug 3, 2022 → Aug 3, 2022
MM Merion Millsboro GP, LLC entityDirector1Aug 26, 2021 → Aug 26, 2021
MG MMF III GP, LLC entityDirector1Apr 7, 2021 → Apr 7, 2021
MM Merion Multifamily Fund III GP, LLC entityDirector1Apr 7, 2021 → Apr 7, 2021
MS Merion Stratford GP, LLC entityDirector1Dec 17, 2020 → Dec 17, 2020
TS Teddy ScottExecutive Officer, Director1Nov 25, 2019 → Sep 14, 2020
CS Christopher StaubDirector1Sep 14, 2020 → Sep 14, 2020
MS Merion Shelton GP, LLC entityDirector1Jan 15, 2020 → Jan 15, 2020
MI MMF I GP, L.P. entityDirector1May 3, 2019 → Aug 20, 2019
MM Merion Multifamily II GP, LLC entityExecutive Officer1May 3, 2019 → Aug 20, 2019
MC Merion Collingswood GP LLC entityDirector1May 16, 2019 → May 16, 2019
RL Richard LandmanExecutive Officer, Director1May 16, 2019 → May 16, 2019
JM Joseph MartelExecutive Officer1May 16, 2019 → May 16, 2019
ML Merion LG Acquisition, LLC entityExecutive Officer1Sep 28, 2018 → Sep 28, 2018
ML Merion Locust Grove GP, LLC entityExecutive Officer, Director1Sep 28, 2018 → Sep 28, 2018
ME Merion Eagle Ridge JV GP, LLC entityExecutive Officer, Director1Apr 5, 2018 → Jun 20, 2018
AC Alexander C. ChadwickExecutive Officer1Apr 5, 2018 → Apr 5, 2018
MI MainLine Investment Partners, LLC entityExecutive Officer, Director1Apr 5, 2018 → Apr 5, 2018
MC Merion Champions Walk GP, LLC entityDirector1Aug 10, 2017 → Aug 10, 2017
MB Merion Bradenton Reserve GP, LLC entityDirector1May 5, 2017 → May 5, 2017
MB Merion Bay Point GP, LLC entityExecutive Officer1Jun 8, 2016 → Jun 8, 2016
MS MainLine SO GP, LLC entityPromoter1May 24, 2013 → Feb 13, 2014
AW Arthur WeissDirector, Promoter1Apr 11, 2012 → Apr 11, 2012

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 Merion.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Merion 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 Merion's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #41,125 of 374,652 in line (53 issuers searched so far). One-tap searches: Look further ↓

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