PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:56 PM ET

Sponsor Check › Sponsor group

Cref

14 issuers linked to one sponsor · HARTFORD, CT

Grouped because: 21 shared people, similar issuer names (8) (automatic match from the filings) ·Not the same sponsor? Request a correction

14issuers
36Form D filings
$5,283,313,878total sold (sum of latest per issuer)
1,386investors (sum of max per issuer)
2010–2026active
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Apr 9, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet

Key records

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

1. Lawsuits

None found so far in sources searched for 14 of 14 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: 14 of 14 issuers in this group; 0 not yet searched (14 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.

2. Regulatory actions

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

Not yet searched.

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

3. Bankruptcies

None found so far in sources searched for 14 of 14 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: 14 of 14 issuers in this group; 0 not yet searched (14 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.

4. Differences between public sources

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5. Money to insiders and sales commissions

9 of 15 offerings report sales commissions totalling $51,120; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Apr 9, 2026 D/A
File 021-215626
$0 (est.)$0$0 (est.)Barings Securities LLC BrokerCheck CRD 36929 ↗
via Barings Securities LLC (CRD 36929 ↗)
EDGAR ↗Oct 20, 2025 D/A
File 021-527257
$0$0$0None listed on this filing
EDGAR ↗Jan 5, 2023 D
File 021-469842
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗
EDGAR ↗Oct 20, 2022 D/A
File 021-418024
$0$0$0Barings Securities LLC BrokerCheck CRD 36929 ↗
EDGAR ↗Feb 7, 2022 D
File 021-432616
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗
EDGAR ↗Dec 29, 2021 D
File 021-427039
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗
EDGAR ↗Dec 30, 2020 D
File 021-384782
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗
EDGAR ↗Feb 12, 2016 D/A
File 021-234374
$0 (est.)$0 (est.)$0 (est.)Babson Capital Securities LLC BrokerCheck CRD 36929 ↗
EDGAR ↗Jan 11, 2016 D
File 021-254842
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗
EDGAR ↗Jan 6, 2016 D
File 021-254633
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗
EDGAR ↗Feb 19, 2015 D
File 021-234370
$0$0$0None listed on this filing
EDGAR ↗Dec 23, 2014 D
File 021-230721
$6,250 (est.)$0$0William McGugin BrokerCheck CRD 5322620 ↗
via Iroquois Capital Advisors LLC (CRD 145235 ↗)
EDGAR ↗Feb 11, 2014 D
File 021-211710
$6,150 (est.)$0$0William McGugin BrokerCheck CRD 5322620 ↗
via Iroquois Capital Advisors, LLC (CRD 145235 ↗)
EDGAR ↗Apr 18, 2013 D/A
File 021-95852
$0 (est.)$0$0 (est.)BABSON CAPITAL SECURITIES LLC BrokerCheck CRD 36929 ↗
via BABSON CAPITAL SECURITIES LLC (CRD 36929 ↗)
EDGAR ↗Feb 1, 2012 D
File 021-172736
$1,220$0$0 (est.)IROQUOIS CAPITAL ADVISORS, LLC BrokerCheck CRD 145235 ↗
via IROQUOIS CAPITAL ADVISORS, LLC (CRD 145235 ↗)

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 14 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

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

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 23, 2026, 11:56 PM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

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 ↗Barings Core Property Fund LPshared people, same person name on both filingsCHARLOTTE, NCPooled Investment Fund18$4,524,563,878
offering Indefinite · similar: $155,000–$5,250,000
182
similar: 4–27
$36,761
similar: $1,000–$100,000
2010–2026
EDGAR ↗CREF VIII REIT LLCshared people, similar issuer namesHARTFORD, CTREITS and Finance1$122,000
offering $122,000 · similar: $125,000–$125,000
122
similar: 124–125
$1,000
similar: $1,000–$1,000
2012–2012
EDGAR ↗CORNERSTONE PATRIOT MASSACHUSETTS REIT LLCshared people, similar issuer namesHARTFORD, CTREITS and Finance1$123,000
offering $125,000 · similar: $125,000–$125,000
123
similar: 124–125
$1,000
similar: $1,000–$1,000
2014–2014
EDGAR ↗Cornerstone Patriot REIT II LLCshared people, similar issuer namesHARTFORD, CTREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2014–2014
EDGAR ↗Cornerstone Real Estate Fund X LPshared peopleHARTFORD, CTPooled Investment Fund4$160,815,000
offering $750,000,000 · similar: $155,000–$5,250,000
11
similar: 4–27
$2,500,000
similar: $1,000–$100,000
2015–2016
EDGAR ↗CREF X (FF) LLCshared people, same person name on both filings, similar issuer namesHARTFORD, CTPooled Investment Fund1$1,315,000
offering Indefinite · similar: $155,000–$5,250,000
55
similar: 4–27
$10,000
similar: $1,000–$100,000
2015–2015
EDGAR ↗100 Wall Investments LLCshared peopleHARTFORD, CTREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2016–2016
EDGAR ↗CREF X REIT LLCshared people, similar issuer namesHARTFORD, CTREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2016–2016
EDGAR ↗CREF X MA REIT LLCshared people, same person name on both filings, similar issuer namesHARTFORD, CTREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2020–2020
EDGAR ↗Barings Innovation & Growth Real Estate Fund LPshared people, same person name on both filingsHARTFORD, CTPooled Investment Fund2$495,500,000
offering Indefinite · similar: $155,000–$5,250,000
17
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2022
EDGAR ↗BREDIF REIT LLCshared peopleHARTFORD, CTREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗BIG Fund REIT LLCshared people, same person name on both filings, similar issuer namesHARTFORD, CTREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2022–2022
EDGAR ↗BIG Fund MA REIT LLCshared people, similar issuer namesCHARLOTTE, NCREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2023–2023
EDGAR ↗Barings Diversified Residential Fund LPshared people, same person name on both filingsCHARLOTTE, NCPooled Investment Fund2$100,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$5,000,000
similar: $1,000–$100,000
2024–2025

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

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Apr 9, 2026Barings Core Property Fund LPD/APooled Investment FundIndefinite$4,524,563,878
EDGAR ↗Oct 20, 2025Barings Diversified Residential Fund LPD/APooled Investment FundIndefinite$100,000,000
EDGAR ↗Apr 9, 2025Barings Core Property Fund LPD/APooled Investment FundIndefinite$4,494,723,693
EDGAR ↗Oct 21, 2024Barings Diversified Residential Fund LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 9, 2024Barings Core Property Fund LPD/APooled Investment FundIndefinite$4,439,312,095
EDGAR ↗Apr 20, 2023Barings Core Property Fund LPD/APooled Investment FundIndefinite$4,429,141,859
EDGAR ↗Jan 5, 2023BIG Fund MA REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Oct 20, 2022Barings Innovation & Growth Real Estate Fund LPD/APooled Investment FundIndefinite$495,500,000
EDGAR ↗Apr 20, 2022Barings Core Property Fund LPD/APooled Investment FundIndefinite$4,353,807,973
EDGAR ↗Feb 7, 2022BIG Fund REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 29, 2021BREDIF REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Oct 21, 2021Barings Innovation & Growth Real Estate Fund LPDPooled Investment FundIndefinite$175,000,000
EDGAR ↗Apr 21, 2021Barings Core Property Fund LPD/APooled Investment FundIndefinite$4,147,817,252
EDGAR ↗Dec 30, 2020CREF X MA REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Apr 24, 2020Barings Core Property Fund LPD/APooled Investment FundIndefinite$4,030,182,443
EDGAR ↗Apr 26, 2019Barings Core Property Fund LPD/APooled Investment FundIndefinite$3,894,817,295
EDGAR ↗May 1, 2018Barings Core Property Fund LPD/APooled Investment FundIndefinite$3,740,866,964
EDGAR ↗Apr 19, 2017Barings Core Property Fund LPD/APooled Investment FundIndefinite$3,692,873,964
EDGAR ↗Apr 20, 2016Barings Core Property Fund LPD/APooled Investment FundIndefinite$3,605,493,964
EDGAR ↗Feb 12, 2016Cornerstone Real Estate Fund X LPD/APooled Investment Fund$750,000,000$160,815,000
EDGAR ↗Jan 11, 2016CREF X REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 6, 2016100 Wall Investments LLCDREITS and Finance$125,000$125,000
EDGAR ↗Apr 20, 2015Barings Core Property Fund LPD/APooled Investment FundIndefinite$3,179,679,530
EDGAR ↗Feb 20, 2015Cornerstone Real Estate Fund X LPD/APooled Investment Fund$750,000,000$116,315,000
EDGAR ↗Feb 20, 2015Cornerstone Real Estate Fund X LPD/APooled Investment Fund$750,000,000$116,316,000
EDGAR ↗Feb 19, 2015Cornerstone Real Estate Fund X LPDPooled Investment Fund$750,000,000$116,316,000
EDGAR ↗Feb 19, 2015CREF X (FF) LLCDPooled Investment FundIndefinite$1,315,000
EDGAR ↗Dec 23, 2014Cornerstone Patriot REIT II LLCDREITS and Finance$125,000$125,000
EDGAR ↗Apr 15, 2014Barings Core Property Fund LPDPooled Investment FundIndefinite$2,882,163,878
EDGAR ↗Feb 11, 2014CORNERSTONE PATRIOT MASSACHUSETTS REIT LLCDREITS and Finance$125,000$123,000
EDGAR ↗Apr 18, 2013Barings Core Property Fund LPD/APooled Investment FundIndefinite$1,630,222,981
EDGAR ↗Apr 20, 2012Barings Core Property Fund LPD/APooled Investment FundIndefinite$1,068,666,750
EDGAR ↗Feb 1, 2012CREF VIII REIT LLCDREITS and Finance$122,000$122,000
EDGAR ↗Apr 21, 2011Barings Core Property Fund LPD/APooled Investment FundIndefinite$873,639,878
EDGAR ↗Apr 21, 2010Barings Core Property Fund LPD/APooled Investment FundIndefinite$223,875,947
EDGAR ↗Mar 2, 2010Barings Core Property Fund LPD/APooled Investment FundIndefinite$223,875,947

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 Apr 9, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2010), REITS and Finance (2012–2014), Pooled Investment Fund (2014), REITS and Finance (2014), Pooled Investment Fund (2015), REITS and Finance (2016–2020), Pooled Investment Fund (2021), REITS and Finance (2021–2023). Latest offering: Pooled Investment Fund (Oct 21, 2024).

People across the group

NameRolesIssuers hereFirst → last listed
THOMAS G. DUDECKExecutive Officer7Mar 2, 2010 → May 1, 2018
MICHAEL H. GATELYExecutive Officer6Apr 21, 2011 → Apr 26, 2019
JOHN OCKERBLOOMExecutive Officer, Director5Apr 24, 2020 → Apr 9, 2025
Scott D. BrownExecutive Officer5Feb 19, 2015 → May 1, 2018
ANDREW C. WILLIAMSExecutive Officer5Mar 2, 2010 → Apr 20, 2015
JOHN J. PHILLIPSExecutive Officer, Director4Apr 19, 2017 → Apr 9, 2026
Jose D. SittonExecutive Officer4Jan 6, 2016 → Apr 19, 2017
CJ KarbowiczExecutive Officer4Jan 6, 2016 → Apr 20, 2016
C.J. KARBOWICZExecutive Officer4Mar 2, 2010 → Apr 20, 2015
DAVID J. REILLYExecutive Officer4Mar 2, 2010 → Apr 20, 2015
GRAHAM J. BONDExecutive Officer3Apr 21, 2011 → Apr 20, 2015
Maureen JoyceExecutive Officer2Apr 9, 2024 → Oct 20, 2025
JOE GORINExecutive Officer, Director2Apr 24, 2020 → Apr 9, 2024
Joseph GorinExecutive Officer, Director2Feb 7, 2022 → Jan 5, 2023
Timothy P. KennyExecutive Officer2Apr 26, 2019 → Dec 29, 2021
Michael DomaingueExecutive Officer2Dec 30, 2020 → Dec 29, 2021
Denise R. StakeExecutive Officer2Feb 19, 2015 → Feb 20, 2015
ANTHONY J. PIERSONExecutive Officer2Apr 21, 2011 → Apr 15, 2014
MARK S. HIGGINSExecutive Officer2Feb 1, 2012 → Apr 20, 2012
ROBERT LITTLEExecutive Officer2Mar 2, 2010 → Feb 1, 2012
ROBERT E. MAHONEYExecutive Officer2Mar 2, 2010 → Feb 1, 2012
Christopher BerryExecutive Officer1Apr 9, 2026 → Apr 9, 2026
Barings, LLC entityExecutive Officer1Oct 21, 2024 → Oct 20, 2025
Barings Diversified Residential Fund GP LLC entityExecutive Officer1Oct 21, 2024 → Oct 20, 2025
John J. PhilipsDirector1Jan 5, 2023 → Jan 5, 2023
Justin PreftakesExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Nasiruddin AlamgirExecutive Officer1Dec 29, 2021 → Dec 29, 2021
BREDIF Holdings LLC entityDirector1Dec 29, 2021 → Dec 29, 2021
Peter CerratoExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Philip AdkinsExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Shawn KimbleExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Stephen MurrayExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Anthony SoldiExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Elvin VelezExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Gregory EudiconeExecutive Officer1Dec 29, 2021 → Dec 29, 2021
BREDIF REIT Manager LLC entityDirector1Dec 29, 2021 → Dec 29, 2021
Ryan YoungExecutive Officer1Dec 29, 2021 → Dec 29, 2021
William J. JordanExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Akbar TajaniExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Lisa KatzExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Jack ChengExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Benjamin SilverExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Thomas CrossExecutive Officer1Dec 29, 2021 → Dec 29, 2021
Nicole PecoulasExecutive Officer1Dec 29, 2021 → Dec 29, 2021
John P. PhillipsExecutive Officer1Dec 29, 2021 → Dec 29, 2021
CREF X REIT LLC entityExecutive Officer, Director1Dec 30, 2020 → Dec 30, 2020
Kevin MillerExecutive Officer1Dec 30, 2020 → Dec 30, 2020
Linda HoustonExecutive Officer1Dec 30, 2020 → Dec 30, 2020
Delia JD HansenExecutive Officer1Dec 30, 2020 → Dec 30, 2020
Jeremy ByrneExecutive Officer1Dec 30, 2020 → Dec 30, 2020
Mark MeierExecutive Officer1Dec 30, 2020 → Dec 30, 2020
Haley LahmeyerExecutive Officer1Dec 30, 2020 → Dec 30, 2020
Ryan CrossleyExecutive Officer1Dec 30, 2020 → Dec 30, 2020
Cassie McCrainExecutive Officer1Dec 30, 2020 → Dec 30, 2020
Denise StakeExecutive Officer1Dec 30, 2020 → Dec 30, 2020
Scott ZammittiExecutive Officer1Apr 26, 2019 → Apr 26, 2019
Anthonty J. PiersonExecutive Officer1Dec 23, 2014 → Dec 23, 2014
Andrew L. WilliamsExecutive Officer1Dec 23, 2014 → Dec 23, 2014
MARK C. HIGGINSExecutive Officer1Mar 2, 2010 → Apr 21, 2011
LISA A. HOWATExecutive Officer1Mar 2, 2010 → Apr 21, 2010

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Meta advertising

Meta advertising Meta Pixel and page links found on the sponsor's own site; ads from Meta's Ad Library where the API returns them

Not yet searched.

Sources to be searched: the sponsor's own website (known only from an approved profile claim or the matched adviser's Form ADV) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

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

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Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.