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

Sponsor Check › Sponsor group

S

Shorenstein

One sponsor team, 32 deal companies · San Francisco, CA

Grouped because: 19 shared people, same business address (30 issuers), similar issuer names (22) · 2 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

32deal companies
$4.62Breported sold
3,022investors
43Form D filings
2010–2026active
5new, last 12 mo

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

The short version

Shorenstein is a sponsor group of 32 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, same person name on both filings; automatic match from the filings), filing 43 Form D filings between Oct 2010 and Jul 2026.

What this means One team, 32 deal companies, about 16 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $4.62B to 3,022 investors (latest filing per issuer). Industries as reported: REITS and Finance (21), Commercial (11). Issuers are based in CA (32).

What this means $4.62B raised across the group, about $1.53M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Charles Malet (24 issuers, executive officer and director), Brandon J. Shorenstein (14 issuers, executive officer and director), Glenn A. Shannon (10 issuers, executive officer and director), Mark E. Portner (9 issuers, executive officer and director), Colby Wick (7 issuers, executive officer and director) and 30 more.

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

Activity: 5 new offerings in the last 12 months; latest filing Jul 23, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 43 public filings for Shorenstein and found 12 differences, 2 worth asking the sponsor about: 8 paid sellers are listed without a CRD number; 14 Form Ds were filed more than 15 days after the first sale; and more below.

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

What the community is saying

Community search for Shorenstein has not run yet — it is joining a line of 19,562 names; searches run around the clock at the hosts' allowed rate. Searched so far: 32 names.

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

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Shorenstein..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Giuliano v. Shorenstein Company LLC closed matched at sponsor-group level (Shorenstein)
United States Bankruptcy Court, D. Delaware · No. 11-50965 · Filed Feb 24, 2011 · Closed Apr 18, 2012
Role of Shorenstein Company LLC: Defendant · Outcome: Case closed 2012-04-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

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

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

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

12 differences found between the filings for Shorenstein — 2 worth asking about (compared 43 filings on Oct 24, 2026)

Worth asking · Apr 13, 2022 – Jul 23, 2026

8 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: T.H ASSOCIATES FZ-LLC — Shorenstein Realty Investors Fifteen-A, L.P. · Paid seller listed without a CRD number: T.H ASSOCIATES FZ-LLC — Shorenstein Realty Investors Fifteen-B, L.P. · Paid seller listed without a CRD number: PICTON S.A. — SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P. · Paid seller listed without a CRD number: FINEX HONG KONG LIMITED — SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P. · Paid seller listed without a CRD number: PICTON S.A. — SHORENSTEIN REALTY INVESTORS FOURTEEN-B, L.P. · and 3 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Worth asking · Sep 1, 2011 – Jan 14, 2026

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

Form D filed 173 days after the first sale — SRI Investors Ten LLC · Form D filed 27 days after the first sale — 901 K Street Holding, L.P. · Form D filed 27 days after the first sale — Gulch Union REIT Property, L.P. · Form D filed 27 days after the first sale — Sterling Plaza REIT, L.P. · Form D filed 19 days after the first sale — 9North Holding LLC · and 9 more

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

Sources
Note · May 6, 2014 – Dec 30, 2014

Douglas W. Shorenstein's role changed at SRI Eleven REIT: executive officer → director

The May 6, 2014 filing lists Douglas W. Shorenstein as executive officer; the Dec 30, 2014 Form D lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · May 6, 2014 – Dec 30, 2014

Glenn A. Shannon's role changed at SRI Eleven REIT: executive officer → director

The May 6, 2014 filing lists Glenn A. Shannon as executive officer; the Dec 30, 2014 Form D lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Oct 12, 2010 – Oct 14, 2010

Offering amount changed between filings — SRI Ten REIT

The Oct 12, 2010 filing says $1,000,000,000 offered; the Oct 14, 2010 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Oct 12, 2010 – Oct 14, 2010

Offering amount changed between filings — Shorenstein Realty Investors Ten, L.P.

The Oct 12, 2010 filing says $1,000,000,000 offered; the Oct 14, 2010 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Oct 1, 2010 – Dec 14, 2023

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

No amendment in the last 12 months on an offering that may still be open — SRI Investors Fourteen LLC (latest filing Dec 14, 2023) · No amendment in the last 12 months on an offering that may still be open — SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P. (latest filing Apr 13, 2023) · No amendment in the last 12 months on an offering that may still be open — SHORENSTEIN REALTY INVESTORS FOURTEEN-B, L.P. (latest filing Apr 13, 2023) · No amendment in the last 12 months on an offering that may still be open — SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P. (latest filing Apr 13, 2023) · No amendment in the last 12 months on an offering that may still be open — Block 24 Holding LLC (latest filing Dec 19, 2019) · and 7 more

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

Sources
Note · Dec 30, 2020 – Jan 5, 2022

Colby Wick is written 2 different ways on the filings

listed as "Colby Wick" on 5 filings (from Dec 30, 2020), and "Colby Y. Wick" on 2 filings (from Jan 5, 2022).

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

Sources
Note · Dec 30, 2014 – Oct 5, 2017

Charles Malet is written 2 different ways on the filings

listed as "Charles Malet" on 26 filings (from Dec 30, 2014), and "Charles W. Malet" on 5 filings (from Oct 5, 2017).

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

Sources
Note · Feb 21, 2012 – May 6, 2014

Robert Underhill is written 2 different ways on the filings

listed as "Robert S. Underhill" on 3 filings (from Feb 21, 2012), and "Robert Underhill" on 6 filings (from May 6, 2014).

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

Sources
Note · May 6, 2014 – Dec 30, 2014

Industry group changed between filings — SRI Eleven REIT

"Commercial" (May 6, 2014); then "REITS and Finance" (Dec 30, 2014).

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

Sources
Note · Dec 30, 2014

Address on file is a registered agent / shared office — SRI Eleven REIT

The latest filing lists 235 Montgomery Street, San Francisco, CA. That address is used by 24 issuers in our index (24 issuers in 12 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Sources
What is compared

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

5. Money to insiders

21 of 34 offerings report sales commissions totalling $143,300; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 23, 2026 D
Shorenstein Realty Investors Fifteen-A, L.P.
File 021-591828
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
T.H ASSOCIATES FZ-LLC no CRD number reportedEDGAR ↗
Jul 1, 2026 D
Shorenstein Realty Investors Fifteen-B, L.P.
File 021-589344
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
T.H ASSOCIATES FZ-LLC no CRD number reportedEDGAR ↗
Jan 14, 2026 D
Sterling Plaza REIT, L.P.
File 021-569859
$6,100$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 14, 2026 D
Gulch Union REIT Property, L.P.
File 021-569860
$6,100$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 14, 2026 D
901 K Street Holding, L.P.
File 021-569858
$6,100$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 4, 2024 D/A
SRI Fourteen REIT LLC
File 021-501582
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 14, 2023 D
SRI Investors Fourteen LLC
File 021-499611
$0$0$0None listed on this filingEDGAR ↗
Apr 13, 2023 D/A
SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P.
File 021-441708
$0$0$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are full discussed in the Issuer's confidential offering materials.
HODES WEILL SECURITIES, LLC BrokerCheck CRD 131848 ↗
PICTON S.A. no CRD number reported
FINEX HONG KONG LIMITED no CRD number reported
EDGAR ↗
Apr 13, 2023 D/A
SHORENSTEIN REALTY INVESTORS FOURTEEN-B, L.P.
File 021-441707
$0$0$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are full discussed in the Issuer's confidential offering materials.
HODES WEILL SECURITIES, LLC BrokerCheck CRD 131848 ↗
PICTON S.A. no CRD number reported
FINEX HONG KONG LIMITED no CRD number reported
EDGAR ↗
Apr 13, 2023 D/A
SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P.
File 021-441705
$0$0$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. Such carried interest and management fee are full discussed in the Issuer's confidential offering materials.
HODES WEILL SECURITIES, LLC BrokerCheck CRD 131848 ↗
PICTON S.A. no CRD number reported
FINEX HONG KONG LIMITED no CRD number reported
EDGAR ↗
Jan 5, 2022 D
Molinero REIT III LLC
File 021-428000
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 5, 2022 D
MBC Holdings REIT LLC
File 021-427999
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 5, 2022 D
6450 Sunset Holdings LLC
File 021-427997
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 5, 2022 D
9North Holding LLC
File 021-427998
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 3, 2022 D
1701 Platte Holdings LLC
File 021-427662
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 29, 2021 D
Block 5A Holding LLC
File 021-422679
$18,750$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 30, 2020 D
Molinero REIT II LLC
File 021-384746
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 30, 2020 D
Molinero REIT I LLC
File 021-384745
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 19, 2019 D
Block 16 Holding LLC
File 021-355923
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 19, 2019 D
Block 24 Holding LLC
File 021-355915
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Sep 3, 2019 D/A
SRI Twelve REIT
File 021-320956
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2019 D/A
Shorenstein Realty Investors Twelve, L.P.
File 021-320957
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2018 D
SRI Twelve REIT
File 021-329089
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 5, 2017 D
SRI Ten Hennepin Holdings-1 LLC
File 021-296074
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 6, 2016 D
Domain Junction 8 REIT LLC
File 021-271956
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Feb 4, 2016 D
SRI Eleven 1700 Market Holdings REIT LLC
File 021-256686
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 15, 2016 D
SRI Nine Market Square LLC
File 021-255269
$6,250 (est.)$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 29, 2015 D
SRI Eleven 1818 Market Holdings REIT LLC
File 021-253977
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 30, 2014 D
SRI Eleven REIT
File 021-231047
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
May 6, 2014 D
Shorenstein Realty Investors Eleven, L.P.
File 021-216869
$0$0$0None listed on this filingEDGAR ↗
May 6, 2014 D
SRI Eleven REIT
File 021-216872
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2012 D
SRI Investors Ten LLC
File 021-173772
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2011 D/A
SRI Ten REIT
File 021-148840
$0$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗EDGAR ↗
Oct 14, 2010 D/A
Shorenstein Realty Investors Ten, L.P.
File 021-148842
$0$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 32 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

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

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

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗ST SRI Ten REITshared people, same business address, similar issuer namesSAN FRANCISCO, CACommercial3$115,825,000145No minimum reported2010–2011
EDGAR ↗SR Shorenstein Realty Investors Ten, L.P.shared people, similar issuer namesSAN FRANCISCO, CACommercial2$87,150,00035No minimum reported2010–2010
EDGAR ↗SI SRI Investors Ten LLCshared people, same person name on both filings, same business address, similar issuer namesSAN FRANCISCO, CACommercial1$33,070,17548No minimum reported2012–2012
EDGAR ↗SE SRI Eleven REITshared people, same person name on both filings, similar issuer namesSAN FRANCISCO, CAREITS and Finance2$468,500,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2014–2014
EDGAR ↗SR Shorenstein Realty Investors Eleven, L.P.shared people, same person name on both filings, same business address, similar issuer namesSAN FRANCISCO, CACommercial1$715,400,000
offering $1,250,000,000 · similar: $1,815,000–$10,000,000
55
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2014–2014
EDGAR ↗SE SRI Eleven 1818 Market Holdings REIT LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2015–2015
EDGAR ↗SN SRI Nine Market Square LLCshared people, same business addressSAN FRANCISCO, CAREITS 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 ↗SE SRI Eleven 1700 Market Holdings REIT LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CAREITS 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 ↗DJ Domain Junction 8 REIT LLCshared people, same business addressSAN FRANCISCO, CAREITS 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 ↗ST SRI Ten Hennepin Holdings-1 LLCshared people, same person name on both filings, same business address, similar issuer namesSAN FRANCISCO, CAREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2017–2017
EDGAR ↗ST SRI Twelve REITshared people, same person name on both filings, same business addressSAN FRANCISCO, CAREITS and Finance3$591,800,000
offering $1,350,000,000 · similar: $125,000–$125,000
125
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2018–2019
EDGAR ↗SR Shorenstein Realty Investors Twelve, L.P.shared people, same person name on both filings, same business address, similar issuer namesSAN FRANCISCO, CACommercial2$846,550,000
offering $1,350,000,000 · similar: $1,815,000–$10,000,000
44
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2018–2019
EDGAR ↗B1 Block 16 Holding LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CAREITS and Finance1$124,000
offering $125,000 · similar: $125,000–$125,000
124
similar: 124–125
$1,000
similar: $1,000–$1,000
2019–2019
EDGAR ↗B2 Block 24 Holding LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CAREITS and Finance1$124,000
offering $125,000 · similar: $125,000–$125,000
124
similar: 124–125
$1,000
similar: $1,000–$1,000
2019–2019
EDGAR ↗MR Molinero REIT II LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CAREITS 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 ↗MR Molinero REIT I LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CAREITS 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 ↗B5 Block 5A Holding LLCshared people, same business address, similar issuer namesSan Francisco, CAREITS and Finance1$375,000
offering $375,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗1P 1701 Platte Holdings LLCshared people, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAREITS 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 ↗MR Molinero REIT III LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CAREITS 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 ↗MH MBC Holdings REIT LLCshared people, same business addressSAN FRANCISCO, CAREITS 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 ↗9H 9North Holding LLCshared people, same business addressSAN FRANCISCO, CAREITS 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 ↗6S 6450 Sunset Holdings LLCshared people, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAREITS 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 ↗SR SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P.shared people, same business address, similar issuer namesSAN FRANCISCO, CACommercial2$738,444,444
offering $1,000,000,000 · similar: $1,815,000–$10,000,000
11
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2022–2023
EDGAR ↗SR SHORENSTEIN REALTY INVESTORS FOURTEEN-B, L.P.shared people, same business address, similar issuer namesSAN FRANCISCO, CACommercial2$738,444,444
offering $1,000,000,000 · similar: $1,815,000–$10,000,000
21
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2022–2023
EDGAR ↗SR SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P.shared people, same business address, similar issuer namesSAN FRANCISCO, CACommercial2$738,444,444
offering $1,000,000,000 · similar: $1,815,000–$10,000,000
13
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2022–2023
EDGAR ↗SI SRI Investors Fourteen LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CACommercial1$8,758,333
offering $17,816,327 · similar: $1,815,000–$10,000,000
36
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2023–2023
EDGAR ↗SF SRI Fourteen REIT LLCshared people, same business address, similar issuer namesSAN FRANCISCO, CAREITS and Finance2$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗SP Sterling Plaza REIT, L.P.shared people, same business addressSAN FRANCISCO, CAREITS and Finance1$122,000
offering $125,000 · similar: $125,000–$125,000
122
similar: 124–125
$1,000
similar: $1,000–$1,000
2026–2026
EDGAR ↗GU Gulch Union REIT Property, L.P.shared people, same business addressSAN FRANCISCO, CAREITS and Finance1$122,000
offering $125,000 · similar: $125,000–$125,000
122
similar: 124–125
$1,000
similar: $1,000–$1,000
2026–2026
EDGAR ↗9K 901 K Street Holding, L.P.shared people, same business addressSAN FRANCISCO, CAREITS and Finance1$122,000
offering $125,000 · similar: $125,000–$125,000
122
similar: 124–125
$1,000
similar: $1,000–$1,000
2026–2026
EDGAR ↗SR Shorenstein Realty Investors Fifteen-B, L.P.shared people, same business address, similar issuer namesSAN FRANCISCO, CACommercial1$0
offering $1,000,000,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2026–2026
EDGAR ↗SR Shorenstein Realty Investors Fifteen-A, L.P.shared people, same business address, similar issuer namesSAN FRANCISCO, CACommercial1$0
offering $1,000,000,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
No minimum reported
similar: $20,000–$50,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); Commercial / 506(b) (6,713 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 ↗Jul 23, 2026Shorenstein Realty Investors Fifteen-A, L.P.DCommercial$1,000,000,000$0
EDGAR ↗Jul 1, 2026Shorenstein Realty Investors Fifteen-B, L.P.DCommercial$1,000,000,000$0
EDGAR ↗Jan 14, 2026901 K Street Holding, L.P.DREITS and Finance$125,000$122,000
EDGAR ↗Jan 14, 2026Gulch Union REIT Property, L.P.DREITS and Finance$125,000$122,000
EDGAR ↗Jan 14, 2026Sterling Plaza REIT, L.P.DREITS and Finance$125,000$122,000
EDGAR ↗Jan 4, 2024SRI Fourteen REIT LLCD/AREITS and Finance$125,000$125,000
EDGAR ↗Jan 4, 2024SRI Fourteen REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 14, 2023SRI Investors Fourteen LLCDCommercial$17,816,327$8,758,333
EDGAR ↗Apr 13, 2023SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P.D/ACommercial$1,000,000,000$738,444,444
EDGAR ↗Apr 13, 2023SHORENSTEIN REALTY INVESTORS FOURTEEN-B, L.P.D/ACommercial$1,000,000,000$738,444,444
EDGAR ↗Apr 13, 2023SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P.D/ACommercial$1,000,000,000$738,444,444
EDGAR ↗Apr 13, 2022SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P.DCommercial$1,000,000,000$0
EDGAR ↗Apr 13, 2022SHORENSTEIN REALTY INVESTORS FOURTEEN-B, L.P.DCommercial$1,000,000,000$0
EDGAR ↗Apr 13, 2022SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P.DCommercial$1,000,000,000$0
EDGAR ↗Jan 5, 20229North Holding LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 5, 20226450 Sunset Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 5, 2022MBC Holdings REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 5, 2022Molinero REIT III LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 3, 20221701 Platte Holdings LLCDREITS and Finance$125,000$125,000
EDGAR ↗Nov 29, 2021Block 5A Holding LLCDREITS and Finance$375,000$375,000
EDGAR ↗Dec 30, 2020Molinero REIT I LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 30, 2020Molinero REIT II LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 19, 2019Block 24 Holding LLCDREITS and Finance$125,000$124,000
EDGAR ↗Dec 19, 2019Block 16 Holding LLCDREITS and Finance$125,000$124,000
EDGAR ↗Sep 3, 2019Shorenstein Realty Investors Twelve, L.P.D/ACommercial$1,350,000,000$846,550,000
EDGAR ↗Sep 3, 2019SRI Twelve REITD/AREITS and Finance$1,350,000,000$591,800,000
EDGAR ↗Dec 28, 2018SRI Twelve REITDREITS and Finance$125,000$125,000
EDGAR ↗Sep 10, 2018Shorenstein Realty Investors Twelve, L.P.DCommercial$1,350,000,000$285,800,000
EDGAR ↗Sep 10, 2018SRI Twelve REITDREITS and Finance$1,350,000,000$232,800,000
EDGAR ↗Oct 5, 2017SRI Ten Hennepin Holdings-1 LLCDREITS and Finance$125,000$125,000
EDGAR ↗Oct 6, 2016Domain Junction 8 REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Feb 4, 2016SRI Eleven 1700 Market Holdings REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 15, 2016SRI Nine Market Square LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 29, 2015SRI Eleven 1818 Market Holdings REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 30, 2014SRI Eleven REITDREITS and Finance$125,000$125,000
EDGAR ↗May 6, 2014SRI Eleven REITDCommercial$1,250,000,000$468,500,000
EDGAR ↗May 6, 2014Shorenstein Realty Investors Eleven, L.P.DCommercial$1,250,000,000$715,400,000
EDGAR ↗Feb 21, 2012SRI Investors Ten LLCDCommercial$33,070,175$33,070,175
EDGAR ↗Oct 7, 2011SRI Ten REITD/ACommercialIndefinite$115,825,000
EDGAR ↗Oct 14, 2010SRI Ten REITD/ACommercialIndefinite$115,700,000
EDGAR ↗Oct 14, 2010Shorenstein Realty Investors Ten, L.P.D/ACommercialIndefinite$87,150,000
EDGAR ↗Oct 12, 2010Shorenstein Realty Investors Ten, L.P.DCommercial$1,000,000,000$87,150,000
EDGAR ↗Oct 12, 2010SRI Ten REITDCommercial$1,000,000,000$115,700,000

Activity: 5 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 Jul 23, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Commercial (2010–2014), REITS and Finance (2014–2018), Commercial (2018), REITS and Finance (2018–2022), Commercial (2022–2023), REITS and Finance (2024–2026). Latest offering: Commercial (2026; most recent Jul 23, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
CM Charles MaletDirector, Executive Officer24Dec 30, 2014 → Jul 23, 2026
BS Brandon J. ShorensteinDirector, Executive Officer14Dec 30, 2020 → Jul 23, 2026
GS Glenn A. ShannonExecutive Officer, Director10Oct 12, 2010 → Sep 3, 2019
MP MARK E. PORTNERExecutive Officer, Director9Apr 13, 2022 → Jul 23, 2026
CW Colby WickDirector, Executive Officer7Dec 30, 2020 → Jul 23, 2026
DS Douglas W. ShorensteinExecutive Officer, Promoter, Director7Oct 12, 2010 → Feb 4, 2016
DD Drew DowsettExecutive Officer6Dec 29, 2015 → Nov 29, 2021
RU Robert UnderhillExecutive Officer, Director6Feb 21, 2012 → Sep 3, 2019
JP James PierreDirector3Dec 19, 2019 → Nov 29, 2021
KM Katie McGettiganExecutive Officer3Dec 29, 2015 → Oct 6, 2016
ML Margaret LeahyExecutive Officer3Dec 29, 2015 → Oct 6, 2016
RR Ronnie E. RagoffExecutive Officer3Dec 29, 2015 → Oct 6, 2016
AD Ashia A. DerksenExecutive Officer3Dec 29, 2015 → Oct 6, 2016
MK Matthew M. KniselyDirector2Jan 14, 2026 → Jan 14, 2026
JB John BoyntonDirector2Jan 3, 2022 → Jan 5, 2022
AF Andrew FriedmanDirector2Dec 19, 2019 → Dec 19, 2019
MY Michael YooDirector2Dec 19, 2019 → Dec 19, 2019
CP Curt ParkerExecutive Officer2Dec 29, 2015 → Feb 4, 2016
RC Richard ChicotelExecutive Officer2Oct 12, 2010 → Oct 7, 2011
SR Services, L.P. Shorenstein RealtyDirector1Dec 14, 2023 → Dec 14, 2023
SF Sean FayDirector1Jan 5, 2022 → Jan 5, 2022
WI Walter IngramDirector1Nov 29, 2021 → Nov 29, 2021
GJ Gregory JohnsonDirector1Nov 29, 2021 → Nov 29, 2021
SZ Steve ZaunDirector1Dec 19, 2019 → Dec 19, 2019
BO Brian OkrentDirector1Dec 19, 2019 → Dec 19, 2019
DJ Domain Junction 8 Venture entityPromoter1Oct 6, 2016 → Oct 6, 2016
MR Michael E. RossiExecutive Officer1Oct 6, 2016 → Oct 6, 2016
SZ Steven ZaunDirector1Jan 15, 2016 → Jan 15, 2016
JM Julia McCulloughDirector1Jan 15, 2016 → Jan 15, 2016
KW Karen WilbrechtDirector1Jan 15, 2016 → Jan 15, 2016
PG Paul GrafftExecutive Officer, Director1Jan 15, 2016 → Jan 15, 2016
SP Simon PalmerDirector1Jan 15, 2016 → Jan 15, 2016
BH Benjamin L. HancockDirector1Jan 15, 2016 → Jan 15, 2016
SS Sara StrattonDirector1Jan 15, 2016 → Jan 15, 2016
SP Shorenstein Properties LLC entityPromoter1Feb 21, 2012 → Feb 21, 2012

Adviser registration (Form ADV)

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

Meta advertising

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

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Shorenstein's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #230,166 of 374,652 in line (53 issuers searched so far). One-tap searches: Look further ↓

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