Sponsor Check › Sponsor group
11 issuers linked to one sponsor · PALM BEACH GARDENS, FL
Grouped because: 4 shared people, 2 shared management entities, same business address (10 issuers), similar issuer names (4) (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: Jun 20, 2024 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
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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.
7 of 11 offerings report sales commissions totalling $43,750; 1 reports finder's fees totalling $4,368,125; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jun 20, 2024 D/A File 021-466323 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 28, 2022 D File 021-463126 | $6,250 | $0 | $0 | H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) |
| EDGAR ↗ | Oct 28, 2022 D File 021-463133 | $6,250 | $0 | $0 | H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) |
| EDGAR ↗ | Oct 28, 2022 D File 021-463144 | $6,250 | $0 | $0 | H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) |
| EDGAR ↗ | Jan 5, 2022 D File 021-427988 | $6,250 | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 481070 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles Mathes (CRD 5980160 ↗) |
| EDGAR ↗ | Dec 7, 2021 D File 021-423998 | $6,250 (est.) | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 481070 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles Mathes (CRD 5980160 ↗) |
| EDGAR ↗ | Mar 9, 2020 D/A File 021-331553 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 28, 2020 D File 021-359064 | $6,250 | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles Mathes (CRD 5980160 ↗) |
| EDGAR ↗ | Jan 28, 2020 D File 021-359063 | $6,250 | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles Mathes (CRD 5980160 ↗) |
| EDGAR ↗ | Feb 19, 2016 D/A File 021-232933 | $0 | $0 | $0 The General Partner of the Issuer will receive quarterly management fees in an amount equal to a specified percentage of capital under management. | None listed on this filing |
| EDGAR ↗ | Nov 5, 2012 D/A File 021-168949 | $0 | $4,368,125 (est.) | $0 The General Partner of the Issuer will receive quarterly management fees in an amount equal to a specified percentage of capital under management. | Probitas Funds Group, LLC BrokerCheck CRD 115876 ↗ |
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 11 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 Westbrook 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, 11:50 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.
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 ↗ | Westbrook Real Estate Fund IX, L.P. | shared people, shared management entity, similar issuer names | PALM BEACH GARDENS, FL | Pooled Investment Fund | 4 | $1,588,750,000 offering $2,500,000,000 · similar: $155,000–$5,250,000 | 78 similar: 4–27 | $625,000 similar: $1,000–$100,000 | 2011–2012 |
| EDGAR ↗ | Westbrook Real Estate Fund X, L.P. | shared people, shared management entity, same business address, similar issuer names | PALM BEACH GARDENS, FL | Pooled Investment Fund | 2 | $2,850,000,000 offering $2,850,000,000 · similar: $155,000–$5,250,000 | 103 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | Westbrook Real Estate Fund XI, L.P. | shared people, shared management entity, same business address, similar issuer names | PALM BEACH GARDENS, FL | Pooled Investment Fund | 2 | $2,506,000,000 offering $2,506,000,000 · similar: $155,000–$5,250,000 | 60 similar: 4–27 | $10,000,000 similar: $1,000–$100,000 | 2019–2020 |
| EDGAR ↗ | FRIARS 82R REIT, LLC | shared people, same business address | PALM BEACH GARDENS, FL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | EYE ST 73R REIT, LLC | shared people, same business address | PALM BEACH GARDENS, FL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | 83R S1 REIT, LLC | shared people, same business address | PALM BEACH GARDENS, FL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | EGBW38R REIT, LLC | shared people, same business address | PALM BEACH GARDENS, FL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | 65R Wildwood REIT, LLC | shared people, same business address | PALM BEACH GARDENS, FL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | 47R Danton REIT, LLC | shared people, same business address | PALM BEACH GARDENS, FL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | 83R JMH REIT, LLC | shared people, same business address | PALM BEACH GARDENS, FL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | Westbrook Real Estate Fund XII, L.P. | shared people, shared management entity, same business address, similar issuer names | PALM BEACH GARDENS, FL | Pooled Investment Fund | 2 | $646,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2024 |
"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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Jun 20, 2024 | Westbrook Real Estate Fund XII, L.P. | D/A | Pooled Investment Fund | Indefinite | $646,000,000 |
| EDGAR ↗ | Dec 1, 2022 | Westbrook Real Estate Fund XII, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 28, 2022 | 83R JMH REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Oct 28, 2022 | 47R Danton REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Oct 28, 2022 | 65R Wildwood REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 5, 2022 | EGBW38R REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 7, 2021 | 83R S1 REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Mar 9, 2020 | Westbrook Real Estate Fund XI, L.P. | D/A | Pooled Investment Fund | $2,506,000,000 | $2,506,000,000 |
| EDGAR ↗ | Jan 28, 2020 | EYE ST 73R REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 28, 2020 | FRIARS 82R REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 28, 2019 | Westbrook Real Estate Fund XI, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 19, 2016 | Westbrook Real Estate Fund X, L.P. | D/A | Pooled Investment Fund | $2,850,000,000 | $2,850,000,000 |
| EDGAR ↗ | Jan 27, 2015 | Westbrook Real Estate Fund X, L.P. | D | Pooled Investment Fund | $2,500,000,000 | $693,000,000 |
| EDGAR ↗ | Nov 5, 2012 | Westbrook Real Estate Fund IX, L.P. | D/A | Pooled Investment Fund | $2,500,000,000 | $1,588,750,000 |
| EDGAR ↗ | Oct 5, 2012 | Westbrook Real Estate Fund IX, L.P. | D/A | Pooled Investment Fund | $2,500,000,000 | $1,429,250,000 |
| EDGAR ↗ | Apr 27, 2012 | Westbrook Real Estate Fund IX, L.P. | D/A | Pooled Investment Fund | $2,500,000,000 | $1,234,500,000 |
| EDGAR ↗ | Nov 18, 2011 | Westbrook Real Estate Fund IX, L.P. | D | Pooled Investment Fund | $2,500,000,000 | $180,000,000 |
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 Jun 20, 2024. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2011–2019), REITS and Finance (2020–2022). Latest offering: Pooled Investment Fund (Dec 1, 2022).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Paul D. Kazilionis | Executive Officer | 8 | Nov 18, 2011 → Jun 20, 2024 |
| Diego Rico | Executive Officer, Director | 7 | Jan 28, 2020 → Oct 28, 2022 |
| Kashif Z. Sheikh | Executive Officer, Director | 7 | Jan 28, 2020 → Oct 28, 2022 |
| Cindy Woon | Executive Officer | 7 | Jan 28, 2020 → Oct 28, 2022 |
| The Westbrook Group, L.L.C. entity | Executive Officer, Promoter | 4 | Nov 18, 2011 → Jun 20, 2024 |
| Infinity Funding Holdings, L.L.C. entity | Executive Officer, Promoter | 4 | Nov 18, 2011 → Jun 20, 2024 |
| WRM XII GP, L.L.C. entity | Promoter | 1 | Dec 1, 2022 → Jun 20, 2024 |
| Westbrook Realty Management XII, L.P. entity | Promoter | 1 | Dec 1, 2022 → Jun 20, 2024 |
| TWBG GP, L.L.C. entity | Promoter | 1 | Dec 1, 2022 → Jun 20, 2024 |
| Min Kim | Director | 1 | Jan 5, 2022 → Jan 5, 2022 |
| Brian D Milberg | Director | 1 | Dec 7, 2021 → Dec 7, 2021 |
| TWBG, L.L.C. entity | Promoter | 1 | Jan 28, 2019 → Mar 9, 2020 |
| WRM XI GP, L.L.C. entity | Promoter | 1 | Jan 28, 2019 → Mar 9, 2020 |
| Westbrook Realty Management XI, L.P. entity | Promoter | 1 | Jan 28, 2019 → Mar 9, 2020 |
| Miles Treaster | Director | 1 | Jan 28, 2020 → Jan 28, 2020 |
| John Wolf | Director | 1 | Jan 28, 2020 → Jan 28, 2020 |
| WRM X GP, L.L.C. entity | Executive Officer | 1 | Jan 27, 2015 → Feb 19, 2016 |
| Westbrook Realty Management X L.P. entity | Executive Officer | 1 | Jan 27, 2015 → Feb 19, 2016 |
| N.A Infinity Funding Holdings, L.L.C. entity | Executive Officer | 1 | Feb 19, 2016 → Feb 19, 2016 |
| WRM IX GP, L.L.C. entity | Executive Officer | 1 | Nov 18, 2011 → Nov 5, 2012 |
| Westbrook Realty Management IX, L.P. entity | Executive Officer | 1 | Nov 18, 2011 → Nov 5, 2012 |
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.
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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.
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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