Sponsor Check › Sponsor group
122 issuers linked to one sponsor · DALLAS, TX
Grouped because: 7 shared people, 8 shared management entities, same business address (121 issuers), similar issuer names (34) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Aug 20, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found so far in sources searched for 122 of 122 issuers in this group.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 122 of 122 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases 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.
None found so far in sources searched for 122 of 122 issuers in this group.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 122 of 122 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known 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.
4 of 122 offerings report sales commissions totalling $4,880,366; 0 report finder's fees; 4 report proceeds to related persons totalling $30,068,000. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Aug 20, 2026 D/A File 021-556532 | $114,000 (est.) | $0 | $0 | Probitas Funds Group, LLC BrokerCheck CRD 115876 ↗ |
| EDGAR ↗ | Apr 30, 2026 D/A File 021-528148 | $511,000 (est.) | $0 | $0 | Harris Williams BrokerCheck CRD 113930 ↗ |
| EDGAR ↗ | Apr 30, 2026 D/A File 021-528149 | $1,037,866 (est.) | $0 | $0 | Harris Williams BrokerCheck CRD 113930 ↗ Probitas Funds Group, LLC BrokerCheck CRD 115876 ↗ Frontier Solutions, LLC BrokerCheck CRD 136102 ↗ |
| EDGAR ↗ | Oct 30, 2024 D File 021-528151 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 25, 2022 D File 021-456973 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2022 D File 021-456976 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2022 D File 021-456978 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2022 D File 021-456980 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2022 D File 021-456981 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2022 D File 021-456983 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2022 D File 021-456984 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2022 D File 021-456987 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 2, 2022 D/A File 021-394012 | $3,217,500 (est.) | $0 | $0 | Aqueduct Capital Group, LLC BrokerCheck CRD 131452 ↗ Frontier Solutions, LLC BrokerCheck CRD 136102 ↗ CSP Securities, LP BrokerCheck CRD 136941 ↗ Probitas Funds Group, LLC BrokerCheck CRD 115876 ↗ |
| EDGAR ↗ | Oct 6, 2021 D File 021-415907 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 6, 2021 D File 021-415909 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 6, 2021 D File 021-415922 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 10, 2021 D File 021-402449 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 10, 2021 D File 021-402454 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 3, 2021 D File 021-401719 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 3, 2021 D File 021-401724 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 2, 2021 D File 021-391010 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 2, 2021 D File 021-391014 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 2, 2021 D File 021-391023 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 2, 2021 D File 021-391008 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 18, 2020 D File 021-383667 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 18, 2020 D File 021-383672 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 14, 2020 D File 021-375395 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 14, 2020 D File 021-375396 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 29, 2020 D File 021-365978 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2019 D File 021-356674 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2019 D File 021-356676 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2019 D File 021-356679 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2019 D File 021-356689 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2019 D File 021-356693 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2019 D File 021-356704 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 15, 2019 D/A File 021-325855 | $0 | $0 | $0 | CSP Securities, LP BrokerCheck CRD 136941 ↗ Aqueduct Capital Group, LLC BrokerCheck CRD 131452 ↗ |
| EDGAR ↗ | Sep 30, 2019 D File 021-349943 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 30, 2019 D File 021-349944 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 30, 2019 D File 021-345301 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 26, 2019 D File 021-345177 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 25, 2019 D File 021-338047 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 5, 2019 D File 021-336598 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 5, 2019 D File 021-336603 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 8, 2019 D File 021-332486 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 8, 2019 D File 021-332490 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 28, 2018 D File 021-329176 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 28, 2018 D File 021-329177 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 1, 2018 D File 021-324850 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 12, 2018 D File 021-323495 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 11, 2018 D File 021-321072 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 29, 2018 D File 021-313387 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 2, 2018 D File 021-311486 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 15, 2018 D File 021-307832 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 27, 2018 D File 021-306575 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 2, 2018 D File 021-304736 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 2, 2018 D File 021-304707 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 10, 2017 D File 021-296266 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 5, 2017 D File 021-296096 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 7, 2017 D File 021-292219 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2017 D File 021-283586 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 28, 2017 D File 021-283446 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 28, 2017 D File 021-283443 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 28, 2017 D File 021-283431 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 28, 2017 D File 021-283449 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 31, 2016 D/A File 021-269891 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 31, 2016 D File 021-269906 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 23, 2016 D File 021-269408 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 14, 2016 D File 021-264930 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 14, 2016 D File 021-264934 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 14, 2016 D File 021-264933 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 27, 2016 D File 021-264044 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 27, 2016 D File 021-264045 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 27, 2016 D File 021-264048 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 23, 2015 D File 021-249964 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 23, 2015 D File 021-249937 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 13, 2015 D File 021-249207 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 13, 2015 D File 021-249212 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 13, 2015 D File 021-249218 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 1, 2015 D File 021-242902 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2015 D File 021-236045 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2015 D File 021-236051 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2015 D File 021-236049 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2015 D File 021-236046 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2015 D File 021-236043 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2015 D File 021-235932 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 11, 2015 D File 021-235617 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 30, 2014 D File 021-227405 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 10, 2014 D File 021-226195 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 8, 2014 D File 021-226003 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 8, 2014 D File 021-226002 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 8, 2014 D File 021-222506 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 16, 2014 D File 021-219236 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 5, 2013 D File 021-207442 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 5, 2013 D File 021-207443 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 31, 2013 D File 021-205560 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 16, 2013 D File 021-202915 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2013 D File 021-194740 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 5, 2013 D File 021-194547 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2013 D File 021-194511 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2013 D File 021-194491 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2013 D File 021-194514 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2013 D File 021-194439 | $0 | $0 | $1,000,000 (est.) (i) 1.5% Management Fee will be paid to the General Partner or an Affiliate (parameters apply) and (ii) the General Partner will be reimbursed for out-of-pocket, organizational, offering, legal, compliance with Securities Laws and other expenses | None listed on this filing |
| EDGAR ↗ | Aug 17, 2012 D File 021-182926 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2012 D File 021-182530 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2012 D File 021-182525 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2012 D File 021-182522 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2012 D File 021-182519 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 7, 2012 D File 021-174459 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 7, 2012 D File 021-174445 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 28, 2011 D File 021-170819 | $0 | $0 | $1,000,000 (est.) (i) 1.5% Management Fee to Champion 2012 GP LP or an affiliate (parameters apply); (ii) reimbursement to Champion 2012 GP LP for out-of-pocket expenses & organizational and offering expenses up to the greater of 1% of the aggregate commitments or $350,000 | None listed on this filing |
| EDGAR ↗ | Dec 21, 2011 D File 021-170428 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 9, 2011 D File 021-169851 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 11, 2011 D File 021-164268 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 27, 2011 D File 021-163541 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 26, 2011 D File 021-163489 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 20, 2011 D File 021-160098 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 23, 2011 D File 021-157218 | $0 | $0 | $1,000,000 (est.) (i) 1.5% Mgmt Fee to Phoenix 2011 GP, LLC (parameters apply) (ii) Out-of-pocket expenses; organizational & offering expenses reimbursed to Phoenix 2011 GP, LLC (up to $350K) (iii) 3% Acquisition Fee to Phoenix Capital Partners, Ltd. (parameters apply) | None listed on this filing |
| EDGAR ↗ | Jan 28, 2011 D File 021-154521 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 14, 2011 D File 021-153784 | $0 | $0 | $27,068,000 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 20, 2010 D File 021-152202 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 12, 2009 D File 021-126898 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 5, 2009 D File 021-126578 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 122 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Pcip 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, 12:45 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.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Phoenix 2009 Partners, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $27,750,000 | 20 | $50,000 | 2009–2009 |
| EDGAR ↗ | PCP - 1949 UNIVERSITY, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DALLAS, TX | Commercial | 1 | $1,735,000 | 23 | $6,000 | 2009–2009 |
| EDGAR ↗ | PCP - Towne West, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DALLAS, TX | Commercial | 1 | $6,392,016 | 44 | $5,000 | 2010–2010 |
| EDGAR ↗ | PHOENIX 2010 PARTNERS, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DALLAS, TX | Commercial | 1 | $40,390,000 | 55 | $100,000 | 2011–2011 |
| EDGAR ↗ | PCP - Ansley, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DALLAS, TX | Commercial | 1 | $2,565,295 | 34 | $100,000 | 2011–2011 |
| EDGAR ↗ | Phoenix 2011 Partners, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DALLAS, TX | Other Real Estate | 1 | $23,585,000 | 41 | $100,000 | 2011–2011 |
| EDGAR ↗ | PCP - RIVER WALK, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DALLAS, TX | Commercial | 1 | $1,991,210 | 39 | $10,000 | 2011–2011 |
| EDGAR ↗ | PCP - THREE FOUNTAINS, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DALLAS, TX | Commercial | 1 | $1,406,782 | 26 | $10,000 | 2011–2011 |
| EDGAR ↗ | PCP - STONE MIST, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DALLAS, TX | Commercial | 1 | $195,000 | 1 | $10,000 | 2011–2011 |
| EDGAR ↗ | PCP - CASTLE HILLS, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DALLAS, TX | Commercial | 1 | $205,000 | 2 | $25,000 | 2011–2011 |
| EDGAR ↗ | PCP - THE RIDGE, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | Addison, TX | Commercial | 1 | $1,101,714 | 13 | $50,000 | 2011–2011 |
| EDGAR ↗ | PCP - WYNNEWOOD, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | Addison, TX | Commercial | 1 | $3,632,580 | 37 | $100,000 | 2011–2011 |
| EDGAR ↗ | Champion 2012 Partners, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Other Real Estate | 1 | $20,502,500 | 38 | $100,000 | 2011–2011 |
| EDGAR ↗ | PCP - Urban Center, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $950,585 | 13 | $100,000 | 2012–2012 |
| EDGAR ↗ | PCP - Urban Center Sidecar, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $561,893 | 5 | $100,000 | 2012–2012 |
| EDGAR ↗ | PCP - Lakecrest Cove II, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $97,183 | 19 | $10,000 | 2012–2012 |
| EDGAR ↗ | PHX - McMillan CP, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $1,777,119 | 20 | $100,000 | 2012–2012 |
| EDGAR ↗ | PHX - McMillan CP Sidecar, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $150,000 | 3 | $10,000 | 2012–2012 |
| EDGAR ↗ | PHX - Arbor Creek, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $513,966 | 8 | $10,000 | 2012–2012 |
| EDGAR ↗ | PHX - ST. LAURENT, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $289,814 | 3 | $5,000 | 2012–2012 |
| EDGAR ↗ | Phoenix Capital Realty Fund V, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 1 | $48,900,000 | 81 | $125,000 | 2013–2013 |
| EDGAR ↗ | PHX - POLO GLEN, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,851,138 | 8 | $100,000 | 2013–2013 |
| EDGAR ↗ | PHX - SWEETWATER, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,680,792 | 14 | $100,000 | 2013–2013 |
| EDGAR ↗ | PHX - DENVER TWO, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,076,141 | 10 | $100,000 | 2013–2013 |
| EDGAR ↗ | PHX - STATESIDER, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $748,789 | 6 | $50,000 | 2013–2013 |
| EDGAR ↗ | PHX - SABAL PALM, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,807,520 | 8 | $100,000 | 2013–2013 |
| EDGAR ↗ | BROADSTONE FOUNTAIN VIEW SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,340,000 | 26 | $25,000 | 2013–2013 |
| EDGAR ↗ | PHX - SILVERADO, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,451,565 offering $1,451,565 · similar: $1,815,000–$10,000,000 | 6 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2013–2013 |
| EDGAR ↗ | PCIP Bentwater Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,120,000 offering $1,120,000 · similar: $1,815,000–$10,000,000 | 11 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2013–2013 |
| EDGAR ↗ | PCIP Riverhill Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $2,687,500 offering $2,687,500 · similar: $1,815,000–$10,000,000 | 30 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2013–2013 |
| EDGAR ↗ | Phoenix Real Estate Fund VI, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 1 | $67,895,000 offering $75,000,000 · similar: $3,160,078–$25,000,000 | 111 similar: 4–53 | $1,000,000 similar: $25,000–$100,000 | 2014–2014 |
| EDGAR ↗ | Phoenix Fund VI Blocker II, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 1 | $4,000,000 offering $50,000,000 · similar: $3,160,078–$25,000,000 | 2 similar: 4–53 | $1,000,000 similar: $25,000–$100,000 | 2014–2014 |
| EDGAR ↗ | PCIP 401 Jonestown Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,570,000 offering $1,570,000 · similar: $1,815,000–$10,000,000 | 38 similar: 7–33 | $10,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | PCIP Cityview Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,165,000 offering $1,165,000 · similar: $1,815,000–$10,000,000 | 15 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | PCIP Hudson Corners Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $2,048,625 offering $2,048,625 · similar: $1,815,000–$10,000,000 | 34 similar: 7–33 | $10,000 similar: $20,000–$50,000 | 2014–2014 |
| EDGAR ↗ | Phoenix Fund VI Blocker, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 1 | $1,950,000 offering $25,000,000 · similar: $3,160,078–$25,000,000 | 5 similar: 4–53 | $1,000,000 similar: $25,000–$100,000 | 2014–2014 |
| EDGAR ↗ | PCIP West Oaks Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $1,234,300 offering $1,234,300 · similar: $1,815,000–$10,000,000 | 36 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Houston Hotels I Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $250,000 offering $250,000 · similar: $1,815,000–$10,000,000 | 7 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Paradise Ridge Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $2,084,667 offering $2,084,667 · similar: $1,815,000–$10,000,000 | 45 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Sugarloaf Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,968,967 offering $1,968,967 · similar: $1,815,000–$10,000,000 | 43 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Portofino Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $4,435,700 offering $4,435,700 · similar: $1,815,000–$10,000,000 | 63 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Broadstone Harmony Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $2,004,500 offering $2,004,500 · similar: $1,815,000–$10,000,000 | 33 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Gateway Pavilions Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $1,940,000 offering $1,940,000 · similar: $1,815,000–$10,000,000 | 27 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Harpers Preserve Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,557,467 offering $1,557,467 · similar: $1,815,000–$10,000,000 | 39 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Plano Hotels Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $228,350 offering $228,350 · similar: $1,815,000–$10,000,000 | 39 similar: 7–33 | $1,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Chastain Heights Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $2,872,093 offering $2,872,093 · similar: $1,815,000–$10,000,000 | 77 similar: 7–33 | $8,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | PCIP Vanguard Clayton Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,084,030 offering $1,084,030 · similar: $1,815,000–$10,000,000 | 67 similar: 7–33 | $3,000 similar: $20,000–$50,000 | 2015–2015 |
| EDGAR ↗ | Phoenix Fund VII Blocker, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 1 | $1,000,000 offering $50,000,000 · similar: $3,160,078–$25,000,000 | 2 similar: 4–53 | $1,000,000 similar: $25,000–$100,000 | 2015–2015 |
| EDGAR ↗ | Phoenix Real Estate Fund VII, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 1 | $62,925,000 offering $100,000,000 · similar: $3,160,078–$25,000,000 | 43 similar: 4–53 | $1,000,000 similar: $25,000–$100,000 | 2015–2015 |
| EDGAR ↗ | PCIP Henderson Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $4,066,173 offering $4,066,173 · similar: $1,815,000–$10,000,000 | 89 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | PCIP Franklin Storage Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $2,302,005 offering $2,302,005 · similar: $1,815,000–$10,000,000 | 65 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | PCIP Broadstone Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $2,103,983 offering $2,103,983 · similar: $1,815,000–$10,000,000 | 70 similar: 7–33 | $5,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | PCIP Farmhouse Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $2,140,963 offering $2,140,963 · similar: $1,815,000–$10,000,000 | 76 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | PCIP Summit Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $3,853,313 offering $3,853,313 · similar: $1,815,000–$10,000,000 | 72 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | PCIP Campfire Crossing Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $3,105,243 offering $3,105,243 · similar: $1,815,000–$10,000,000 | 75 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | PCIP II Tempe Town Lake Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $905,930 offering $905,930 · similar: $1,815,000–$10,000,000 | 30 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | PCIP II OLD TOWN SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 2 | $16,457,500 offering $5,619,850 · similar: $1,815,000–$10,000,000 | 79 similar: 7–33 | $13,330 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | PCIP II COBB HILL SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $16,457,500 offering $16,457,500 · similar: $1,815,000–$10,000,000 | 35 similar: 7–33 | $12,500 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | PCIP II Lockwood Glen Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,512,210 offering $1,512,210 · similar: $1,815,000–$10,000,000 | 69 similar: 7–33 | $8,800 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | PCIP II Echelon Castle Rock | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $1,238,490 offering $1,238,490 · similar: $1,815,000–$10,000,000 | 71 similar: 7–33 | $7,150 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | PHX - Avery Pointe, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $2,147,602 offering $2,147,602 · similar: $1,815,000–$10,000,000 | 22 similar: 7–33 | $10,000 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | PHX - Avery Pointe Sidecar, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $310,000 offering $310,000 · similar: $1,815,000–$10,000,000 | 3 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | PCIP II Deer Park Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $4,714,000 offering $4,714,000 · similar: $1,815,000–$10,000,000 | 71 similar: 7–33 | $11,500 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | PCIP II Palo Verde Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,631,960 offering $1,631,960 · similar: $1,815,000–$10,000,000 | 65 similar: 7–33 | $10,000 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | Phoenix Real Estate Fund VIII, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 1 | $208,390,001 offering $208,390,001 · similar: $3,160,078–$25,000,000 | 228 similar: 4–53 | $1,000,000 similar: $25,000–$100,000 | 2017–2017 |
| EDGAR ↗ | Phoenix Fund VIII Blocker, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 1 | $5,300,000 offering $50,000,000 · similar: $3,160,078–$25,000,000 | 12 similar: 4–53 | $1,000,000 similar: $25,000–$100,000 | 2017–2017 |
| EDGAR ↗ | PCIP II Winter Park Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $4,077,870 offering $4,077,870 · similar: $1,815,000–$10,000,000 | 78 similar: 7–33 | $10,000 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP II Dominion Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $6,754,081 offering $6,754,081 · similar: $1,815,000–$10,000,000 | 90 similar: 7–33 | $75,000 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP II RESEARCH PARK SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,364,900 offering $1,364,900 · similar: $1,815,000–$10,000,000 | 64 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP II CALIBER CHAPEL HILL SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,084,890 offering $1,084,890 · similar: $1,815,000–$10,000,000 | 77 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP II ECHELON FLATIRONS SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $9,633,038 offering $9,633,038 · similar: $1,815,000–$10,000,000 | 76 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP III RIO SALADO SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $474,276 offering $474,276 · similar: $1,815,000–$10,000,000 | 39 similar: 7–33 | $8,800 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP II 1701 CENTRAL SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,533,880 offering $1,533,880 · similar: $1,815,000–$10,000,000 | 66 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP III ATL Upper Westside Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $823,300 offering $823,300 · similar: $1,815,000–$10,000,000 | 36 similar: 7–33 | $9,200 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP III OUTLOOK GATEWAY SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $524,300 offering $524,300 · similar: $1,815,000–$10,000,000 | 39 similar: 7–33 | $9,200 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | Phoenix Real Estate Fund IX, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 2 | $231,330,001 offering Indefinite · similar: $2,250,000–$16,950,000 | 284 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2018–2019 |
| EDGAR ↗ | PCIP III MRP KATY SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $492,400 offering $492,400 · similar: $1,815,000–$10,000,000 | 37 similar: 7–33 | $9,100 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP III ECHELON OVATION SERIES | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $577,800 offering $577,800 · similar: $1,815,000–$10,000,000 | 42 similar: 7–33 | $9,200 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | PCIP III Suncoast Parkway Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $483,300 offering $483,300 · similar: $1,815,000–$10,000,000 | 37 similar: 7–33 | $2,500 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Concorde Circle Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $116,500 offering $116,500 · similar: $1,815,000–$10,000,000 | 11 similar: 7–33 | $2,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Trailside Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $473,300 offering $473,300 · similar: $1,815,000–$10,000,000 | 38 similar: 7–33 | $9,200 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Garrett Indy Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $246,500 offering $246,500 · similar: $1,815,000–$10,000,000 | 14 similar: 7–33 | $4,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Slate Heights Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $491,800 offering $491,800 · similar: $1,815,000–$10,000,000 | 34 similar: 7–33 | $9,200 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Connection at South Side Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $525,800 offering $525,800 · similar: $1,815,000–$10,000,000 | 34 similar: 7–33 | $9,200 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Yaupon Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $4,373,300 offering $4,373,300 · similar: $1,815,000–$10,000,000 | 60 similar: 7–33 | $9,200 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Southlands Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $727,600 offering $727,600 · similar: $1,815,000–$10,000,000 | 34 similar: 7–33 | $8,200 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Voyager Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $824,500 offering $824,500 · similar: $1,815,000–$10,000,000 | 17 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III White Bear Lake Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $87,500 offering $87,500 · similar: $1,815,000–$10,000,000 | 10 similar: 7–33 | $2,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Talus Flats Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $336,776 offering $336,776 · similar: $1,815,000–$10,000,000 | 49 similar: 7–33 | $1,168 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Drift at the Forum Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $389,851 offering $389,851 · similar: $1,815,000–$10,000,000 | 48 similar: 7–33 | $3,888 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Buffalo Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $556,146 offering $556,146 · similar: $1,815,000–$10,000,000 | 49 similar: 7–33 | $6,625 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Worthing Gwinnett Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $819,754 offering $819,754 · similar: $1,815,000–$10,000,000 | 49 similar: 7–33 | $10,067 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Ventures Venice Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $11,132,500 offering $11,132,500 · similar: $1,815,000–$10,000,000 | 102 similar: 7–33 | $2,500 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | PCIP III Republic Square Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $902,619 offering $902,619 · similar: $1,815,000–$10,000,000 | 58 similar: 7–33 | $10,200 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | PCIP III High Point Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $664,990 offering $664,990 · similar: $1,815,000–$10,000,000 | 80 similar: 7–33 | $3,879 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | PCIPIII Terraine Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $630,229 offering $630,229 · similar: $1,815,000–$10,000,000 | 77 similar: 7–33 | $2,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | PCIP III Enclave Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $625,134 offering $625,134 · similar: $1,815,000–$10,000,000 | 77 similar: 7–33 | $4,206 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | PCIP III Echelon Chandler Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $630,008 offering $630,008 · similar: $1,815,000–$10,000,000 | 68 similar: 7–33 | $3,355 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | PCIP III Wolf Ranch Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $811,038 offering $811,038 · similar: $1,815,000–$10,000,000 | 72 similar: 7–33 | $6,364 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP III GVR Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,050,274 offering $1,050,274 · similar: $1,815,000–$10,000,000 | 71 similar: 7–33 | $5,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP IV Gateway Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $12,631,709 offering $12,631,709 · similar: $1,815,000–$10,000,000 | 117 similar: 7–33 | $20,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP III Cypress Creek Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $639,036 offering $639,036 · similar: $1,815,000–$10,000,000 | 75 similar: 7–33 | $3,983 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | Phoenix Real Estate Fund X, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 3 | $567,195,001 offering Indefinite · similar: $2,250,000–$16,950,000 | 491 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2021–2022 |
| EDGAR ↗ | PCIP III Echelon at Kissimmee Series | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | ADDISON, TX | Commercial | 1 | $734,888 offering $734,888 · similar: $1,815,000–$10,000,000 | 76 similar: 7–33 | $3,848 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP III Eagleview Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $816,753 offering $816,753 · similar: $1,815,000–$10,000,000 | 76 similar: 7–33 | $2,972 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP III Highlands Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $990,251 offering $990,251 · similar: $1,815,000–$10,000,000 | 75 similar: 7–33 | $3,854 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP IV Parker Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $9,147,251 offering $9,147,251 · similar: $1,815,000–$10,000,000 | 96 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP IV West Mesa Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | ADDISON, TX | Commercial | 1 | $850,208 offering $850,208 · similar: $1,815,000–$10,000,000 | 78 similar: 7–33 | $4,250 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP IV Grove Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $16,123,666 offering $16,123,666 · similar: $1,815,000–$10,000,000 | 110 similar: 7–33 | $22,500 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP IV Briargate Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $0 offering $688,605 · similar: $1,815,000–$10,000,000 | 80 similar: 7–33 | $2,855 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | PCIP LT Argento at Bridges Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $15,484,891 offering $15,484,891 · similar: $1,815,000–$10,000,000 | 188 similar: 7–33 | $7,500 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | PCIP III Emerson Pointe Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $3,593,019 offering $3,593,019 · similar: $1,815,000–$10,000,000 | 96 similar: 7–33 | $1,982 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | PCIP LT Granite Mountain Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $15,484,891 offering $15,484,891 · similar: $1,815,000–$10,000,000 | 188 similar: 7–33 | $7,500 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | PCIP III Leander Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,369,160 offering $1,369,160 · similar: $1,815,000–$10,000,000 | 80 similar: 7–33 | $2,519 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | PCIP III Crest at Woodman Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $998,037 offering $998,037 · similar: $1,815,000–$10,000,000 | 78 similar: 7–33 | $4,406 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | PCIP III Century Farms Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $1,141,699 offering $1,141,699 · similar: $1,815,000–$10,000,000 | 80 similar: 7–33 | $3,140 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | PCIP LT Ventures Longview Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $9,417,325 offering $9,417,325 · similar: $1,815,000–$10,000,000 | 153 similar: 7–33 | $4,847 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | PCIP LT Rouzan Series | shared principal (person on 60+ issuers) at the same address or management entity, same business address | ADDISON, TX | Commercial | 1 | $15,639,152 offering $15,639,152 · similar: $1,815,000–$10,000,000 | 184 similar: 7–33 | $7,500 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | Phoenix Real Estate Fund XI, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 2 | $495,838,300 offering Indefinite · similar: $2,250,000–$16,950,000 | 475 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2024–2026 |
| EDGAR ↗ | Phoenix Fund XI Blocker, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 1 | $0 offering Indefinite · similar: $2,250,000–$16,950,000 | 0 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Phoenix Real Estate Fund XI-B, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 2 | $36,700,000 offering Indefinite · similar: $2,250,000–$16,950,000 | 9 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2024–2026 |
| EDGAR ↗ | Phoenix Fund XI Feeder, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | ADDISON, TX | Other Real Estate | 2 | $45,243,300 offering Indefinite · similar: $2,250,000–$16,950,000 | 18 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2025–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); Other Real Estate / 506(c) (1,959 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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Aug 20, 2026 | Phoenix Fund XI Feeder, L.P. | D/A | Other Real Estate | Indefinite | $45,243,300 |
| EDGAR ↗ | Apr 30, 2026 | Phoenix Real Estate Fund XI-B, L.P. | D/A | Other Real Estate | Indefinite | $36,700,000 |
| EDGAR ↗ | Apr 30, 2026 | Phoenix Real Estate Fund XI, L.P. | D/A | Other Real Estate | Indefinite | $495,838,300 |
| EDGAR ↗ | Sep 3, 2025 | Phoenix Fund XI Feeder, L.P. | D | Other Real Estate | Indefinite | $0 |
| EDGAR ↗ | Oct 30, 2024 | Phoenix Fund XI Blocker, LLC | D | Other Real Estate | Indefinite | $0 |
| EDGAR ↗ | Oct 30, 2024 | Phoenix Real Estate Fund XI, L.P. | D | Other Real Estate | Indefinite | $0 |
| EDGAR ↗ | Oct 30, 2024 | Phoenix Real Estate Fund XI-B, L.P. | D | Other Real Estate | Indefinite | $0 |
| EDGAR ↗ | Aug 25, 2022 | PCIP LT Argento at Bridges Series | D | Commercial | $15,484,891 | $15,484,891 |
| EDGAR ↗ | Aug 25, 2022 | PCIP III Emerson Pointe Series | D | Commercial | $3,593,019 | $3,593,019 |
| EDGAR ↗ | Aug 25, 2022 | PCIP LT Granite Mountain Series | D | Commercial | $15,484,891 | $15,484,891 |
| EDGAR ↗ | Aug 25, 2022 | PCIP III Leander Series | D | Commercial | $1,369,160 | $1,369,160 |
| EDGAR ↗ | Aug 25, 2022 | PCIP III Crest at Woodman Series | D | Commercial | $998,037 | $998,037 |
| EDGAR ↗ | Aug 25, 2022 | PCIP LT Ventures Longview Series | D | Commercial | $9,417,325 | $9,417,325 |
| EDGAR ↗ | Aug 25, 2022 | PCIP III Century Farms Series | D | Commercial | $1,141,699 | $1,141,699 |
| EDGAR ↗ | Aug 25, 2022 | PCIP LT Rouzan Series | D | Commercial | $15,639,152 | $15,639,152 |
| EDGAR ↗ | Aug 2, 2022 | Phoenix Real Estate Fund X, L.P. | D/A | Other Real Estate | Indefinite | $567,195,001 |
| EDGAR ↗ | Mar 31, 2022 | Phoenix Real Estate Fund X, L.P. | D/A | Other Real Estate | Indefinite | $567,195,001 |
| EDGAR ↗ | Oct 6, 2021 | PCIP IV Grove Series | D | Commercial | $16,123,666 | $16,123,666 |
| EDGAR ↗ | Oct 6, 2021 | PCIP IV West Mesa Series | D | Commercial | $850,208 | $850,208 |
| EDGAR ↗ | Oct 6, 2021 | PCIP IV Briargate Series | D | Commercial | $688,605 | $0 |
| EDGAR ↗ | Jun 10, 2021 | PCIP IV Parker Series | D | Commercial | $9,147,251 | $9,147,251 |
| EDGAR ↗ | Jun 10, 2021 | PCIP III Highlands Series | D | Commercial | $990,251 | $990,251 |
| EDGAR ↗ | Jun 3, 2021 | PCIP III Echelon at Kissimmee Series | D | Commercial | $734,888 | $734,888 |
| EDGAR ↗ | Jun 3, 2021 | PCIP III Eagleview Series | D | Commercial | $816,753 | $816,753 |
| EDGAR ↗ | Mar 30, 2021 | Phoenix Real Estate Fund X, L.P. | D | Other Real Estate | Indefinite | $0 |
| EDGAR ↗ | Mar 2, 2021 | PCIP III Cypress Creek Series | D | Commercial | $639,036 | $639,036 |
| EDGAR ↗ | Mar 2, 2021 | PCIP IV Gateway Series | D | Commercial | $12,631,709 | $12,631,709 |
| EDGAR ↗ | Mar 2, 2021 | PCIP III GVR Series | D | Commercial | $1,050,274 | $1,050,274 |
| EDGAR ↗ | Mar 2, 2021 | PCIP III Wolf Ranch Series | D | Commercial | $811,038 | $811,038 |
| EDGAR ↗ | Dec 18, 2020 | PCIP III Echelon Chandler Series | D | Commercial | $630,008 | $630,008 |
| EDGAR ↗ | Dec 18, 2020 | PCIP III Enclave Series | D | Commercial | $625,134 | $625,134 |
| EDGAR ↗ | Sep 14, 2020 | PCIPIII Terraine Series | D | Commercial | $630,229 | $630,229 |
| EDGAR ↗ | Sep 14, 2020 | PCIP III High Point Series | D | Commercial | $664,990 | $664,990 |
| EDGAR ↗ | Apr 29, 2020 | PCIP III Republic Square Series | D | Commercial | $902,619 | $902,619 |
| EDGAR ↗ | Dec 30, 2019 | PCIP III Talus Flats Series | D | Commercial | $336,776 | $336,776 |
| EDGAR ↗ | Dec 30, 2019 | PCIP III Drift at the Forum Series | D | Commercial | $389,851 | $389,851 |
| EDGAR ↗ | Dec 30, 2019 | PCIP III Buffalo Series | D | Commercial | $556,146 | $556,146 |
| EDGAR ↗ | Dec 30, 2019 | PCIP III Worthing Gwinnett Series | D | Commercial | $819,754 | $819,754 |
| EDGAR ↗ | Dec 30, 2019 | PCIP III Ventures Venice Series | D | Commercial | $11,132,500 | $11,132,500 |
| EDGAR ↗ | Dec 30, 2019 | PCIP III White Bear Lake Series | D | Commercial | $87,500 | $87,500 |
| EDGAR ↗ | Nov 15, 2019 | Phoenix Real Estate Fund IX, L.P. | D/A | Other Real Estate | Indefinite | $231,330,001 |
| EDGAR ↗ | Sep 30, 2019 | PCIP III Voyager Series | D | Commercial | $824,500 | $824,500 |
| EDGAR ↗ | Sep 30, 2019 | PCIP III Southlands Series | D | Commercial | $727,600 | $727,600 |
| EDGAR ↗ | Jul 30, 2019 | PCIP III Yaupon Series | D | Commercial | $4,373,300 | $4,373,300 |
| EDGAR ↗ | Jul 26, 2019 | PCIP III Connection at South Side Series | D | Commercial | $525,800 | $525,800 |
| EDGAR ↗ | Apr 25, 2019 | PCIP III Slate Heights Series | D | Commercial | $491,800 | $491,800 |
| EDGAR ↗ | Apr 5, 2019 | PCIP III Trailside Series | D | Commercial | $473,300 | $473,300 |
| EDGAR ↗ | Apr 5, 2019 | PCIP III Garrett Indy Series | D | Commercial | $246,500 | $246,500 |
| EDGAR ↗ | Feb 8, 2019 | PCIP III Suncoast Parkway Series | D | Commercial | $483,300 | $483,300 |
| EDGAR ↗ | Feb 8, 2019 | PCIP III Concorde Circle Series | D | Commercial | $116,500 | $116,500 |
| EDGAR ↗ | Dec 28, 2018 | PCIP III MRP KATY SERIES | D | Commercial | $492,400 | $492,400 |
| EDGAR ↗ | Dec 28, 2018 | PCIP III ECHELON OVATION SERIES | D | Commercial | $577,800 | $577,800 |
| EDGAR ↗ | Nov 14, 2018 | Phoenix Real Estate Fund IX, L.P. | D | Other Real Estate | Indefinite | $0 |
| EDGAR ↗ | Nov 1, 2018 | PCIP III OUTLOOK GATEWAY SERIES | D | Commercial | $524,300 | $524,300 |
| EDGAR ↗ | Oct 12, 2018 | PCIP III ATL Upper Westside Series | D | Commercial | $823,300 | $823,300 |
| EDGAR ↗ | Sep 11, 2018 | PCIP II 1701 CENTRAL SERIES | D | Commercial | $1,533,880 | $1,533,880 |
| EDGAR ↗ | May 29, 2018 | PCIP III RIO SALADO SERIES | D | Commercial | $474,276 | $474,276 |
| EDGAR ↗ | May 2, 2018 | PCIP II ECHELON FLATIRONS SERIES | D | Commercial | $9,633,038 | $9,633,038 |
| EDGAR ↗ | Mar 15, 2018 | PCIP II CALIBER CHAPEL HILL SERIES | D | Commercial | $1,084,890 | $1,084,890 |
| EDGAR ↗ | Feb 27, 2018 | PCIP II RESEARCH PARK SERIES | D | Commercial | $1,364,900 | $1,364,900 |
| EDGAR ↗ | Feb 2, 2018 | PCIP II Dominion Series | D | Commercial | $6,754,081 | $6,754,081 |
| EDGAR ↗ | Feb 2, 2018 | PCIP II Winter Park Series | D | Commercial | $4,077,870 | $4,077,870 |
| EDGAR ↗ | Oct 10, 2017 | Phoenix Fund VIII Blocker, LLC | D | Other Real Estate | $50,000,000 | $5,300,000 |
| EDGAR ↗ | Oct 5, 2017 | Phoenix Real Estate Fund VIII, L.P. | D | Other Real Estate | $208,390,001 | $208,390,001 |
| EDGAR ↗ | Aug 7, 2017 | PCIP II Palo Verde Series | D | Commercial | $1,631,960 | $1,631,960 |
| EDGAR ↗ | Mar 29, 2017 | PCIP II Deer Park Series | D | Commercial | $4,714,000 | $4,714,000 |
| EDGAR ↗ | Mar 28, 2017 | PHX - Avery Pointe Sidecar, L.P. | D | Commercial | $310,000 | $310,000 |
| EDGAR ↗ | Mar 28, 2017 | PHX - Avery Pointe, L.P. | D | Commercial | $2,147,602 | $2,147,602 |
| EDGAR ↗ | Mar 28, 2017 | PCIP II Echelon Castle Rock | D | Commercial | $1,238,490 | $1,238,490 |
| EDGAR ↗ | Mar 28, 2017 | PCIP II Lockwood Glen Series | D | Commercial | $1,512,210 | $1,512,210 |
| EDGAR ↗ | Aug 31, 2016 | PCIP II COBB HILL SERIES | D | Commercial | $16,457,500 | $16,457,500 |
| EDGAR ↗ | Aug 31, 2016 | PCIP II OLD TOWN SERIES | D/A | Commercial | $5,619,850 | $5,619,850 |
| EDGAR ↗ | Aug 31, 2016 | PCIP II OLD TOWN SERIES | D | Commercial | $16,457,500 | $16,457,500 |
| EDGAR ↗ | Aug 23, 2016 | PCIP II Tempe Town Lake Series | D | Commercial | $905,930 | $905,930 |
| EDGAR ↗ | Jun 14, 2016 | PCIP Campfire Crossing Series | D | Commercial | $3,105,243 | $3,105,243 |
| EDGAR ↗ | Jun 14, 2016 | PCIP Summit Series | D | Commercial | $3,853,313 | $3,853,313 |
| EDGAR ↗ | Jun 14, 2016 | PCIP Farmhouse Series | D | Commercial | $2,140,963 | $2,140,963 |
| EDGAR ↗ | May 27, 2016 | PCIP Broadstone Series | D | Commercial | $2,103,983 | $2,103,983 |
| EDGAR ↗ | May 27, 2016 | PCIP Franklin Storage Series | D | Commercial | $2,302,005 | $2,302,005 |
| EDGAR ↗ | May 27, 2016 | PCIP Henderson Series | D | Commercial | $4,066,173 | $4,066,173 |
| EDGAR ↗ | Oct 23, 2015 | Phoenix Real Estate Fund VII, L.P. | D | Other Real Estate | $100,000,000 | $62,925,000 |
| EDGAR ↗ | Oct 23, 2015 | Phoenix Fund VII Blocker, LLC | D | Other Real Estate | $50,000,000 | $1,000,000 |
| EDGAR ↗ | Oct 13, 2015 | PCIP Vanguard Clayton Series | D | Commercial | $1,084,030 | $1,084,030 |
| EDGAR ↗ | Oct 13, 2015 | PCIP Chastain Heights Series | D | Commercial | $2,872,093 | $2,872,093 |
| EDGAR ↗ | Oct 13, 2015 | PCIP Plano Hotels Series | D | Commercial | $228,350 | $228,350 |
| EDGAR ↗ | Jul 1, 2015 | PCIP Harpers Preserve Series | D | Commercial | $1,557,467 | $1,557,467 |
| EDGAR ↗ | Mar 17, 2015 | PCIP Gateway Pavilions Series | D | Commercial | $1,940,000 | $1,940,000 |
| EDGAR ↗ | Mar 17, 2015 | PCIP Broadstone Harmony Series | D | Commercial | $2,004,500 | $2,004,500 |
| EDGAR ↗ | Mar 17, 2015 | PCIP Portofino Series | D | Commercial | $4,435,700 | $4,435,700 |
| EDGAR ↗ | Mar 17, 2015 | PCIP Sugarloaf Series | D | Commercial | $1,968,967 | $1,968,967 |
| EDGAR ↗ | Mar 17, 2015 | PCIP Paradise Ridge Series | D | Commercial | $2,084,667 | $2,084,667 |
| EDGAR ↗ | Mar 16, 2015 | PCIP Houston Hotels I Series | D | Commercial | $250,000 | $250,000 |
| EDGAR ↗ | Mar 11, 2015 | PCIP West Oaks Series | D | Commercial | $1,234,300 | $1,234,300 |
| EDGAR ↗ | Oct 30, 2014 | Phoenix Fund VI Blocker, LLC | D | Other Real Estate | $25,000,000 | $1,950,000 |
| EDGAR ↗ | Oct 10, 2014 | PCIP Hudson Corners Series | D | Commercial | $2,048,625 | $2,048,625 |
| EDGAR ↗ | Oct 8, 2014 | PCIP Cityview Series | D | Commercial | $1,165,000 | $1,165,000 |
| EDGAR ↗ | Oct 8, 2014 | PCIP 401 Jonestown Series | D | Commercial | $1,570,000 | $1,570,000 |
| EDGAR ↗ | Aug 8, 2014 | Phoenix Fund VI Blocker II, LLC | D | Other Real Estate | $50,000,000 | $4,000,000 |
| EDGAR ↗ | Jun 16, 2014 | Phoenix Real Estate Fund VI, L.P. | D | Other Real Estate | $75,000,000 | $67,895,000 |
| EDGAR ↗ | Dec 5, 2013 | PCIP Bentwater Series | D | Commercial | $1,120,000 | $1,120,000 |
| EDGAR ↗ | Dec 5, 2013 | PCIP Riverhill Series | D | Commercial | $2,687,500 | $2,687,500 |
| EDGAR ↗ | Oct 31, 2013 | PHX - SILVERADO, L.P. | D | Commercial | $1,451,565 | $1,451,565 |
| EDGAR ↗ | Sep 16, 2013 | BROADSTONE FOUNTAIN VIEW SERIES | D | Commercial | $1,340,000 | $1,340,000 |
| EDGAR ↗ | Apr 10, 2013 | PHX - SABAL PALM, L.P. | D | Commercial | $1,807,520 | $1,807,520 |
| EDGAR ↗ | Apr 5, 2013 | PHX - STATESIDER, L.P. | D | Commercial | $748,789 | $748,789 |
| EDGAR ↗ | Apr 4, 2013 | PHX - DENVER TWO, L.P. | D | Commercial | $1,076,141 | $1,076,141 |
| EDGAR ↗ | Apr 4, 2013 | PHX - SWEETWATER, L.P. | D | Commercial | $1,680,792 | $1,680,792 |
| EDGAR ↗ | Apr 4, 2013 | PHX - POLO GLEN, L.P. | D | Commercial | $1,851,138 | $1,851,138 |
| EDGAR ↗ | Apr 3, 2013 | Phoenix Capital Realty Fund V, L.P. | D | Other Real Estate | $60,000,000 | $48,900,000 |
| EDGAR ↗ | Aug 17, 2012 | PHX - ST. LAURENT, L.P. | D | Commercial | $289,814 | $289,814 |
| EDGAR ↗ | Aug 10, 2012 | PHX - Arbor Creek, L.P. | D | Commercial | $513,966 | $513,966 |
| EDGAR ↗ | Aug 10, 2012 | PHX - McMillan CP Sidecar, L.P. | D | Commercial | $150,000 | $150,000 |
| EDGAR ↗ | Aug 10, 2012 | PHX - McMillan CP, L.P. | D | Commercial | $1,777,119 | $1,777,119 |
| EDGAR ↗ | Aug 10, 2012 | PCP - Lakecrest Cove II, L.P. | D | Commercial | $97,183 | $97,183 |
| EDGAR ↗ | Mar 7, 2012 | PCP - Urban Center Sidecar, L.P. | D | Commercial | $561,893 | $561,893 |
| EDGAR ↗ | Mar 7, 2012 | PCP - Urban Center, L.P. | D | Commercial | $950,585 | $950,585 |
| EDGAR ↗ | Dec 28, 2011 | Champion 2012 Partners, L.P. | D | Other Real Estate | $100,000,000 | $20,502,500 |
| EDGAR ↗ | Dec 21, 2011 | PCP - WYNNEWOOD, L.P. | D | Commercial | $3,632,580 | $3,632,580 |
| EDGAR ↗ | Dec 9, 2011 | PCP - THE RIDGE, L.P. | D | Commercial | $1,101,714 | $1,101,714 |
| EDGAR ↗ | Aug 11, 2011 | PCP - CASTLE HILLS, L.P. | D | Commercial | $205,000 | $205,000 |
| EDGAR ↗ | Jul 27, 2011 | PCP - STONE MIST, L.P. | D | Commercial | $195,000 | $195,000 |
| EDGAR ↗ | Jul 26, 2011 | PCP - THREE FOUNTAINS, L.P. | D | Commercial | $1,406,782 | $1,406,782 |
| EDGAR ↗ | May 20, 2011 | PCP - RIVER WALK, L.P. | D | Commercial | $1,991,210 | $1,991,210 |
| EDGAR ↗ | Mar 23, 2011 | Phoenix 2011 Partners, L.P. | D | Other Real Estate | $50,000,000 | $23,585,000 |
| EDGAR ↗ | Jan 28, 2011 | PCP - Ansley, L.P. | D | Commercial | $2,565,295 | $2,565,295 |
| EDGAR ↗ | Jan 14, 2011 | PHOENIX 2010 PARTNERS, L.P. | D | Commercial | $150,000,000 | $40,390,000 |
| EDGAR ↗ | Dec 20, 2010 | PCP - Towne West, L.P. | D | Commercial | $6,392,016 | $6,392,016 |
| EDGAR ↗ | Feb 12, 2009 | PCP - 1949 UNIVERSITY, L.P. | D | Commercial | $1,735,000 | $1,735,000 |
| EDGAR ↗ | Feb 5, 2009 | Phoenix 2009 Partners, L.P. | D | Pooled Investment Fund | $150,000,000 | $27,750,000 |
Activity: 0 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 Aug 20, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009), Commercial (2009–2011), Other Real Estate (2011), Commercial (2011), Other Real Estate (2011), Commercial (2012), Other Real Estate (2013), Commercial (2013), Other Real Estate (2014), Commercial (2014), Other Real Estate (2014), Commercial (2015), Other Real Estate (2015), Commercial (2016–2017), Other Real Estate (2017), Commercial (2018), Other Real Estate (2018), Commercial (2018–2021), Other Real Estate (2021), Commercial (2021–2022). Latest offering: Other Real Estate (2024–2025; most recent Sep 3, 2025).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Stephen J. Mastor | Executive Officer, Promoter, Director | 121 | Feb 5, 2009 → Aug 20, 2026 |
| Bruce Williams | Promoter, Executive Officer, Director | 19 | Dec 20, 2010 → Apr 10, 2013 |
| Andrew Scott | Director, Executive Officer | 8 | Jul 26, 2011 → Oct 10, 2017 |
| Jeffrey Swope | Executive Officer, Promoter, Director | 6 | Dec 28, 2011 → Aug 17, 2012 |
| Phoenix Fund XI GenPar, L.P. entity | Director | 4 | Oct 30, 2024 → Aug 20, 2026 |
| Hammond Heath | Executive Officer, Director, Promoter | 4 | Feb 5, 2009 → Jan 28, 2011 |
| Phoenix Fund VI GenPar, L.P. entity | Promoter | 3 | Jun 16, 2014 → Oct 30, 2014 |
| Phoenix VI GP, LLC entity | Promoter | 3 | Jun 16, 2014 → Oct 30, 2014 |
| David Heath | Executive Officer | 3 | Feb 5, 2009 → Jan 14, 2011 |
| Phoenix VIII GP, LLC entity | Promoter | 2 | Oct 5, 2017 → Oct 10, 2017 |
| Phoenix Fund VIII GenPar, L.P. entity | Promoter | 2 | Oct 5, 2017 → Oct 10, 2017 |
| Phoenix Fund VII GenPar, L.P. entity | Promoter | 2 | Oct 23, 2015 → Oct 23, 2015 |
| Phoenix VII GP, LLC entity | Promoter | 2 | Oct 23, 2015 → Oct 23, 2015 |
| Phoenix Capital Partners, Ltd. entity | Promoter | 2 | Mar 23, 2011 → Apr 3, 2013 |
| John Howard | Promoter, Director | 2 | Dec 20, 2010 → Jan 14, 2011 |
| Phoenix Fund X GenPar, L.P. entity | Director | 1 | Mar 30, 2021 → Aug 2, 2022 |
| (General Partner) Phoenix Fund IX GenPar, L.P. entity | Director | 1 | Nov 14, 2018 → Nov 15, 2019 |
| Steven Steinman | Director | 1 | Mar 29, 2017 → Mar 29, 2017 |
| Phoenix Capital General, LLC entity | Promoter | 1 | Apr 3, 2013 → Apr 3, 2013 |
| Phoenix V GP, LLC entity | Promoter | 1 | Apr 3, 2013 → Apr 3, 2013 |
| Phoenix Fund V GenPar, L.P. entity | Promoter | 1 | Apr 3, 2013 → Apr 3, 2013 |
| Champion 2012 GP, L.P. entity | Promoter | 1 | Dec 28, 2011 → Dec 28, 2011 |
| CPE GenPar, LLC entity | Promoter | 1 | Dec 28, 2011 → Dec 28, 2011 |
| Champion 2012 GenPar, LLC entity | Promoter | 1 | Dec 28, 2011 → Dec 28, 2011 |
| Phoenix 2011 GP, LLC entity | Promoter | 1 | Mar 23, 2011 → Mar 23, 2011 |
| Grand Stephen | Promoter | 1 | Jan 28, 2011 → Jan 28, 2011 |
| Stephen J Master | Executive Officer, Director, Promoter | 1 | Dec 20, 2010 → Dec 20, 2010 |
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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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