PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:08 AM ET

Sponsor Check › Sponsor group

TS

Trilogy Search

One sponsor team, 5 deal companies · Seattle, WA

Grouped because: 4 shared people, same business address (2 issuers), similar issuer names (4) (automatic match from the filings) · not the same sponsor?

5deal companies
$299.1Mreported sold
211investors
8Form D filings
2016–2026active
2new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 27, 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

Trilogy Search is a sponsor group of 5 issuers that PartnerFacts links to one sponsor (shared people, similar issuer names, same business address; automatic match from the filings), filing 8 Form D filings between Dec 2016 and Jul 2026.

What this means One team, 5 deal companies, about 10 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: $299.1M to 211 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (4), Computers (1). Issuers are based in WA (5).

What this means $299.1M raised across the group, about $1.42M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Aaron Perrine (5 issuers, executive officer and director), Scott Alderman (5 issuers, director), Mitchell Cohen (4 issuers, director), Dylan Rebois (2 issuers, director), Benjamin J. Litjen (1 issuer, executive officer and director) and 7 more.

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

Activity: 2 new offerings in the last 12 months; latest filing Jul 27, 2026.

What this means 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) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 8 public filings for Trilogy Search and found 11 differences, 1 worth asking the sponsor about: Scott Alderman is no longer listed on the Feb 27, 2020 amendment; 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 Trilogy Search has not run yet — it is joining a line of 7,639 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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 Trilogy Search..

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

3. Bankruptcies

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

What was searched

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

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

4. Differences between public sources

No comparisons published

What is compared

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

11 differences found between the filings for Trilogy Search — 1 worth asking about (compared 8 filings on Oct 24, 2026)

Worth asking · Mar 7, 2019 – Feb 27, 2020

Scott Alderman is no longer listed on the Feb 27, 2020 amendment — Roman Road Capital Partners, LLC

Scott Alderman appears on the Mar 7, 2019 Form D (director) but not on the Feb 27, 2020 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Note · Jul 10, 2026 – Jul 27, 2026

Form D filed 17 days after the first sale — Trilogy Search Partners SP1, L.P.

The filing says the first sale was Jul 10, 2026. The Form D was filed Jul 27, 2026 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Mar 7, 2019 – Feb 27, 2020

Aaron Perrine's role changed at Roman Road Capital Partners, LLC: executive officer → executive officer, director

The Mar 7, 2019 filing lists Aaron Perrine as executive officer; the Feb 27, 2020 Form D/A lists executive officer, 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 · Jul 1, 2022 – Jun 26, 2023

Offering amount changed between filings — Trilogy Search Partners 3, L.P.

The Jul 1, 2022 filing says $100,000,000 offered; the Jun 26, 2023 Form D/A says $125,000,000.

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 · Mar 7, 2019 – Feb 27, 2020

Offering amount changed between filings — Roman Road Capital Partners, LLC

The Mar 7, 2019 filing says $3,000,000 offered; the Feb 27, 2020 Form D/A says $4,500,000.

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 · Jun 16, 2022 – Jun 26, 2023

No amendment in the last 12 months on an offering that may still be open — Trilogy Search Partners 3, L.P. (latest filing Jun 26, 2023)

The latest filing for this offering is dated Jun 26, 2023 (first sale Jun 16, 2022). It reports $111,935,360 sold of $125,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Feb 28, 2019 – Feb 27, 2020

No amendment in the last 12 months on an offering that may still be open — Roman Road Capital Partners, LLC (latest filing Feb 27, 2020)

The latest filing for this offering is dated Feb 27, 2020 (first sale Feb 28, 2019). It reports $4,454,850 sold of $4,500,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Jul 12, 2019 – Jul 26, 2019

No amendment in the last 12 months on an offering that may still be open — Trilogy Search Partners 2, L.P. (latest filing Jul 26, 2019)

The latest filing for this offering is dated Jul 26, 2019 (first sale Jul 12, 2019). It reports $44,400,000 sold of $75,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Dec 29, 2016 – Mar 7, 2019

Address moved from Austin, TX to Seattle, WA — Roman Road Capital Partners, LLC

The people listed on the Dec 29, 2016 filing give Austin, TX; on the Mar 7, 2019 filing they give Seattle, WA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Jun 26, 2023

Address on file is a registered agent / shared office — Trilogy Search Partners 3, L.P.

The latest filing lists 155 108th Avenue Ne, Suite 400, Bellevue, WA. That address is used by 8 issuers in our index (8 issuers in 5 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
Note · Jul 26, 2019

Address on file is a registered agent / shared office — Trilogy Search Partners 2, L.P.

The latest filing lists 155 108th Avenue Ne, Suite 400, Bellevue, WA. That address is used by 8 issuers in our index (8 issuers in 5 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

None reported on 6 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 27, 2026 D
Trilogy Search Partners SP1, L.P.
File 021-592213
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2026 D
Trilogy Search Partners 4, L.P.
File 021-580715
$0$0$0None listed on this filingEDGAR ↗
Jun 26, 2023 D/A
Trilogy Search Partners 3, L.P.
File 021-450962
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2020 D/A
Roman Road Capital Partners, LLC
File 021-334243
$0$0$0None listed on this filingEDGAR ↗
Jul 26, 2019 D
Trilogy Search Partners 2, L.P.
File 021-345185
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2016 D
Roman Road Capital Partners, LLC
File 021-277268
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗

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 5 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 Trilogy Search 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 ↗RR Roman Road Capital Partners, LLCshared peopleSeattle, WAComputers3$10,100,000
offering $4,500,000 · similar: $480,782–$5,000,000
18
similar: 1–9
No minimum reported
similar: $5,000–$50,000
2016–2020
EDGAR ↗TS Trilogy Search Partners 2, L.P.shared people, similar issuer namesBELLEVUE, WAPooled Investment Fund1$44,400,000
offering $75,000,000 · similar: $155,000–$5,250,000
21
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗TS Trilogy Search Partners 3, L.P.shared people, similar issuer namesBELLEVUE, WAPooled Investment Fund2$111,935,360
offering $125,000,000 · similar: $155,000–$5,250,000
67
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗TS Trilogy Search Partners 4, L.P.shared people, same business address, similar issuer namesMERCER ISLAND, WAPooled Investment Fund1$111,800,000
offering $150,000,000 · similar: $155,000–$5,250,000
79
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗TS Trilogy Search Partners SP1, L.P.shared people, same business address, similar issuer namesMERCER ISLAND, WAPooled Investment Fund1$26,500,000
offering $35,000,000 · similar: $155,000–$5,250,000
26
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Computers / 506(b) (499 filings); Pooled Investment Fund / 506(b) (83,801 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 27, 2026Trilogy Search Partners SP1, L.P.DPooled Investment Fund$35,000,000$26,500,000
EDGAR ↗Apr 16, 2026Trilogy Search Partners 4, L.P.DPooled Investment Fund$150,000,000$111,800,000
EDGAR ↗Jun 26, 2023Trilogy Search Partners 3, L.P.D/APooled Investment Fund$125,000,000$111,935,360
EDGAR ↗Jul 1, 2022Trilogy Search Partners 3, L.P.DPooled Investment Fund$100,000,000$75,475,000
EDGAR ↗Feb 27, 2020Roman Road Capital Partners, LLCD/AComputers$4,500,000$4,454,850
EDGAR ↗Jul 26, 2019Trilogy Search Partners 2, L.P.DPooled Investment Fund$75,000,000$44,400,000
EDGAR ↗Mar 7, 2019Roman Road Capital Partners, LLCDComputers$3,000,000$3,000,000
EDGAR ↗Dec 29, 2016Roman Road Capital Partners, LLCDComputers$10,100,000$10,100,000

Activity: 2 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 27, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Computers (2016–2019). Latest offering: Pooled Investment Fund (2019–2026; most recent Jul 27, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
SA Scott AldermanDirector5Mar 7, 2019 → Jul 27, 2026
AP Aaron PerrineExecutive Officer, Director5Mar 7, 2019 → Jul 27, 2026
MC Mitchell CohenDirector4Jul 26, 2019 → Jul 27, 2026
DR Dylan ReboisDirector2Apr 16, 2026 → Jul 27, 2026
TS TSP SP1 GP, LLC entityExecutive Officer, Director1Jul 27, 2026 → Jul 27, 2026
TG TSP4 GP, entityExecutive Officer, Director1Apr 16, 2026 → Apr 16, 2026
TG TSP3 GP, LLC entityExecutive Officer, Director1Jul 1, 2022 → Jun 26, 2023
RG Richard GustafsonDirector1Mar 7, 2019 → Feb 27, 2020
SJ Stanton JandrellDirector1Feb 27, 2020 → Feb 27, 2020
TG TSP2 GP, LLC entityExecutive Officer, Director1Jul 26, 2019 → Jul 26, 2019
CB Cregg BaumbaughDirector1Jul 26, 2019 → Jul 26, 2019
BL Benjamin J. LitjenExecutive Officer, Director1Dec 29, 2016 → Dec 29, 2016

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 Trilogy Search.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Trilogy Search 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 Trilogy Search's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #123,684 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Export this report as PDF · Premium

Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".

Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

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.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: SEATTLE), WA). Each opens in a new tab; what you find there is not verified by PartnerFacts.