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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:31 AM ET

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Aaron Perlmutter

Named as an officer, director or promoter on SEC Form D filings · CA, TX · Apr 11, 2012 → Oct 14, 2025

13deals (issuers)
$1.3Breported sold
137investors
18Form D filings
2012–2025years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Aaron Perlmutter is listed as an executive officer, director, and promoter on 18 SEC Form D filings by 13 issuers between Feb 2011 and Oct 2025. Largest by amount reported sold: Charger Investment Partners Fund I LP (El Segundo, CA — pooled investment fund — 2020–2021; $275M reported sold to 24 investors), Charger Investment Partners Fund I-A LP (El Segundo, CA — pooled investment fund — 2020–2021; $275M reported sold), Charger Investment Partners Fund I-F LP (El Segundo, CA — pooled investment fund — 2020–2021; $275M reported sold to 29 investors), Shoreline Aggregator LLC (El Segundo, CA — pooled investment fund — 2025; $83.5M reported sold to 9 investors), Charger Investment Partners Catalyst Fund LP (El Segundo, CA — pooled investment fund — 2025; $72M reported sold to 11 investors) and 8 more (all listed below).

What this means That is a lot of deals — 13 separate companies raised money with this person listed as executive officer, director, and promoter, over about 14 years. Across those companies the filings report $1.3B sold in total.

Listed alongside Christopher Boyle (14 shared filings), Kimberly Pollack (11 shared filings), Charger Investment Partners Fund I GP LP (6 shared filings, management entity), Charger Investment Partners Fund I UGP LLC (6 shared filings, management entity), LAUREN B. LEICHTMAN (4 shared filings) and 26 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Aaron. Each name links to their own page.

The issuers belong to 2 sponsor groups: Charger (11 issuers, $1.31B reported sold, 2020–2025) and Levine Leichtman (26 issuers, $18.4B reported sold, 2011–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 18 public filings for Aaron Perlmutter and found 8 differences, 1 worth asking the sponsor about: 4 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 Aaron Perlmutter has not run yet — it is #14,962 of 22,955 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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, 2:17 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: VA (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 Aaron Perlmutter..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

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, 2:17 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

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

8 differences found between the filings for Aaron Perlmutter — 1 worth asking about (compared 18 filings on Oct 24, 2026)

Note · Nov 12, 2002 – May 30, 2003

Bankruptcy case: Levine Leichtman Capital Partners, Inc. v. Rabinowitz — filed Nov 12, 2002

United States Bankruptcy Court, C.D. California docket "Levine Leichtman Capital Partners, Inc. v. Rabinowitz" filed Nov 12, 2002, closed May 30, 2003. Levine Leichtman Capital Partners, Inc. (listed on the same filings) is listed as Plaintiff ("Levine Leichtman Capital Partners, Inc."). Our match estimate: 80%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Note · Nov 12, 2002 – Feb 13, 2003

Bankruptcy case: F Unsecure v. Levine Leichtman Cap Part Lp — filed Nov 12, 2002

United States Bankruptcy Court, C.D. California docket "F Unsecure v. Levine Leichtman Cap Part Lp" filed Nov 12, 2002, closed Feb 13, 2003. Levine Leichtman Capital Partners, Inc. (listed on the same filings) is listed as Party ("F Unsecure v. Levine Leichtman Cap Part Lp"). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Note · Sep 29, 1995 – Jan 29, 1996

Bankruptcy case: FCC National Bank dba First Card v. Figura — filed Sep 29, 1995

United States Bankruptcy Court, N.D. California docket "FCC National Bank dba First Card v. Figura" filed Sep 29, 1995, closed Jan 29, 1996. Aaron Figura (listed on the same filings) is listed as Defendant ("Figura"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Aug 31, 2015 – Mar 19, 2025

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

Form D filed 820 days after the first sale — Shoreline Aggregator LLC · Form D filed 404 days after the first sale — Charger Diamond Aggregator LLC · Form D filed 323 days after the first sale — Charger WG Aggregator LLC · Form D filed 57 days after the first sale — TAC Holdings, Inc.

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 · Feb 1, 2011 – Oct 14, 2025

9 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 — Charger Investment Partners Catalyst Fund LP (latest filing Oct 14, 2025) · No amendment in the last 12 months on an offering that may still be open — Shoreline Aggregator LLC (latest filing Mar 19, 2025) · No amendment in the last 12 months on an offering that may still be open — Charger Diamond Aggregator LLC (latest filing Mar 19, 2025) · No amendment in the last 12 months on an offering that may still be open — Charger WG Aggregator LLC (latest filing Mar 19, 2025) · No amendment in the last 12 months on an offering that may still be open — Charger Investment Partners Fund I-F LP (latest filing Aug 24, 2021) · and 4 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 · Feb 8, 2011 – Apr 11, 2012

Aaron Perlmutter is written 2 different ways on the filings

listed as "Aaron M. Perlmutter" on the Feb 8, 2011 filing, and "Aaron Perlmutter" on 17 filings (from Apr 11, 2012).

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 · Aug 24, 2020 – Oct 13, 2021

4 address changes between filings

Address moved from Hermosa Beach, CA to El Segundo, CA — OC COMPOSITE WORKS PARENT, LLC · Address moved from Hermosa Beach, CA to El Segundo, CA — Charger Investment Partners Fund I-F LP · Address moved from Hermosa Beach, CA to El Segundo, CA — Charger Investment Partners Fund I-A LP · Address moved from Hermosa Beach, CA to El Segundo, CA — Charger Investment Partners Fund I LP

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Sources
Note · Feb 8, 2011 – Oct 14, 2025

Aaron Perlmutter is listed with 2 different address states: CA, TX

CA on 16 filings (Feb 8, 2011 to Oct 14, 2025); TX on 2 filings (Oct 16, 2015 to Oct 27, 2015).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

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

2 of 15 offerings report sales commissions totalling $14,000,000; 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
Oct 14, 2025 D
Charger Investment Partners Catalyst Fund LP
File 021-560692
$0 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off the amount of securities sold.
None listed on this filingEDGAR ↗
Mar 19, 2025 D
Charger WG Aggregator LLC
File 021-541387
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2025 D
Charger Diamond Aggregator LLC
File 021-541384
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2025 D
Shoreline Aggregator LLC
File 021-541390
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2021 D
Charger Composite Works, LLC
File 021-416753
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2021 D
OC COMPOSITE WORKS PARENT, LLC
File 021-416700
$0$0$0None listed on this filingEDGAR ↗
Aug 24, 2021 D/A
Charger Investment Partners Fund I LP
File 021-373927
$7,000,000 (est.)$0$0UBS Securities LLC BrokerCheck CRD 7654 ↗
via UBS Securities LLC (CRD 7654 ↗)
EDGAR ↗
Aug 24, 2021 D/A
Charger Investment Partners Fund I-A LP
File 021-373931
$7,000,000 (est.)$0$0UBS Securities LLC BrokerCheck CRD 7654 ↗
via UBS Securities LLC (CRD 7654 ↗)
EDGAR ↗
Aug 24, 2021 D/A
Charger Investment Partners Fund I-F LP
File 021-373988
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2021 D
B&B Coffeehouse, LLC
File 021-386260
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2020 D
OC COMPOSITE WORKS PARENT, LLC
File 021-382071
$0$0$0None listed on this filingEDGAR ↗
Oct 27, 2015 D
TAC Holdings, Inc.
File 021-250129
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2015 D
TAC Holdings, Inc.
File 021-249597
$0$0$0None listed on this filingEDGAR ↗
Apr 11, 2012 D
MTS HOLDING, LLC
File 021-176526
$0$0$0None listed on this filingEDGAR ↗
Feb 8, 2011 D
Levine Leichtman Capital Partners SBIC Fund, L.P.
File 021-155057
$0 (est.)$0 (est.)$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering. Such fees cannot be estimated at this time.
None listed on this filingEDGAR ↗
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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 13

Every issuer that named Aaron Perlmutter on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Pooled Investment Fund · group: Charger

Charger Investment Partners Catalyst Fund LP

El Segundo, CA · Oct 14, 2025
  • Oct 14, 2025 · D · $72,000,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Manager of the Ultimate General Partner) EDGAR ↗

Raised $72M from 11 investors as of the latest filing. Aaron is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Charger

Shoreline Aggregator LLC

El Segundo, CA · Mar 19, 2025
  • Mar 19, 2025 · D · $83,500,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (President of the Issuer) EDGAR ↗

Raised $83.5M from 9 investors as of the latest filing. Aaron is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Charger

Charger WG Aggregator LLC

El Segundo, CA · Mar 19, 2025
  • Mar 19, 2025 · D · $48,200,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (President of the Issuer) EDGAR ↗

Raised $48.2M from 8 investors as of the latest filing. Aaron is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Charger

Charger Diamond Aggregator LLC

El Segundo, CA · Mar 19, 2025
  • Mar 19, 2025 · D · $71,500,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (President of the Issuer) EDGAR ↗

Raised $71.5M from 9 investors as of the latest filing. Aaron is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Charger

Charger Composite Works, LLC

El Segundo, CA · Oct 13, 2021
  • Oct 13, 2021 · D · $56,200,000 sold of $56,200,000 · 6 investors · min. No minimum reported · role: Executive Officer (President and Secretary of the Issuer) EDGAR ↗

Raised $56.2M from 6 investors (100% of the $56.2M target) as of the latest filing. Aaron is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Charger

OC COMPOSITE WORKS PARENT, LLC

El Segundo, CA · Dec 3, 2020 → Oct 13, 2021 · 2 filings
  • Oct 13, 2021 · D · $38,200,000 sold of $38,200,000 · 2 investors · min. No minimum reported · role: Executive Officer, Director (President and Director of the Issuer) EDGAR ↗
  • Dec 3, 2020 · D · $27,700,000 sold of $27,700,000 · 2 investors · min. No minimum reported · role: Executive Officer, Director (President, Secretary and Manager of the Issuer) EDGAR ↗

Raised $38.2M from 2 investors (100% of the $38.2M target) as of the latest filing. Aaron is listed as executive officer, director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Charger

Charger Investment Partners Fund I-A LP

El Segundo, CA · Aug 24, 2020 → Aug 24, 2021 · 2 filings
  • Aug 24, 2021 · D/A · $274,955,000 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the UGP) EDGAR ↗
  • Aug 24, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the UGP) EDGAR ↗

Raised $275M as of the latest filing. Aaron is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Charger

Charger Investment Partners Fund I LP

El Segundo, CA · Aug 24, 2020 → Aug 24, 2021 · 2 filings
  • Aug 24, 2021 · D/A · $274,955,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (Managing Member of the UGP) EDGAR ↗
  • Aug 24, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the UGP) EDGAR ↗

Raised $275M from 24 investors as of the latest filing. Aaron is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Charger

Charger Investment Partners Fund I-F LP

El Segundo, CA · Aug 25, 2020 → Aug 24, 2021 · 2 filings
  • Aug 24, 2021 · D/A · $274,955,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Managing Member of the UGP) EDGAR ↗
  • Aug 25, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the UGP) EDGAR ↗

Raised $275M from 29 investors as of the latest filing. Aaron is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Charger

B&B Coffeehouse, LLC

Hermosa Beach, CA · Jan 14, 2021
  • Jan 14, 2021 · D · $24,722,222 sold of $25,722,222 · 3 investors · min. No minimum reported · role: Executive Officer, Director (President and Manager of the Issuer) EDGAR ↗

Raised $24.7M from 3 investors (96% of the $25.7M target) as of the latest filing. Aaron is listed as executive officer, director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Other

TAC Holdings, Inc.

Dallas, TX · Oct 16, 2015 → Oct 27, 2015 · 2 filings
  • Oct 27, 2015 · D · $8,400,263 sold of $8,400,263 · 16 investors · min. $1 · role: Director EDGAR ↗
  • Oct 16, 2015 · D · $243,261 sold of $243,261 · 12 investors · min. $1 · role: Director EDGAR ↗

Raised $8.4M from 16 investors (100% of the $8.4M target) as of the latest filing. Aaron is listed as director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

Manufacturing · group: Levine Leichtman

MTS HOLDING, LLC

Beverly Hills, CA · Apr 11, 2012
  • Apr 11, 2012 · D · $3,280,000 sold of $3,450,000 · 11 investors · min. No minimum reported · role: Executive Officer (Member of Board of Managers of the Issuer) EDGAR ↗

Raised $3.28M from 11 investors (95% of the $3.45M target) as of the latest filing. Aaron is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Levine Leichtman

Levine Leichtman Capital Partners SBIC Fund, L.P.

Beverly Hills, CA · Feb 8, 2011
  • Feb 8, 2011 · D · $69,450,000 sold of $75,000,000 · 9 investors · min. $100,000 · role: Promoter (Mr. Perlmutter is a managing director of Levine Leichtman Capital Partners, Inc. and a member of LLCP SBIC GP, LLC.) EDGAR ↗

Raised $69.5M from 9 investors (93% of the $75M target) as of the latest filing. Aaron is listed as promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around Aaron 31

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

Management entity

Charger Investment Partners, LP

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

Management entity

LLCP SBIC Manager, LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

Management entity

Levine Leichtman Capital Partners, Inc.

Executive Officer, Promoter · 1 shared filing (1 issuer) · also on 5 other issuers

Levine Leichtman Capital Partners, Inc. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

LLCP SBIC GP, LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

CB
No photo found yet (own website and image search run after this page is viewed)
Person

Christopher Boyle

Executive Officer, Director · 14 shared filings (10 issuers) · also on 3 other issuers

Christopher Boyle is on 13 issuers in total — a repeat sponsor. Their page lists every one.

KP
No photo found yet (own website and image search run after this page is viewed)
Person

Kimberly Pollack

Executive Officer, Promoter, Director · 11 shared filings (8 issuers) · also on 2 other issuers

Kimberly Pollack is on 10 issuers in total — a repeat sponsor. Their page lists every one.

LL
No photo found yet (own website and image search run after this page is viewed)
Person

LAUREN B. LEICHTMAN

Executive Officer, Director, Promoter · 4 shared filings (3 issuers) · also on 24 other issuers

LAUREN B. LEICHTMAN is on 27 issuers in total — a repeat sponsor. Their page lists every one.

SH
No photo found yet (own website and image search run after this page is viewed)
Person

Steven E. Hartman

Executive Officer, Director, Promoter · 2 shared filings (2 issuers) · also on 8 other issuers

Steven E. Hartman is on 10 issuers in total — a repeat sponsor. Their page lists every one.

JH
No photo found yet (own website and image search run after this page is viewed)
Person

John E. Hofmann

Executive Officer, Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

JI
No photo found yet (own website and image search run after this page is viewed)
Person

John Iwanski

Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

DW
No photo found yet (own website and image search run after this page is viewed)
Person

DAVID WOLMER

Director · 2 shared filings (1 issuer) · also on 17 other issuers

DAVID WOLMER is on 18 issuers in total — a repeat sponsor. Their page lists every one.

AS
No photo found yet (own website and image search run after this page is viewed)
Person

Andrew Schwartz

Director · 2 shared filings (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

DL
No photo found yet (own website and image search run after this page is viewed)
Person

David Larsen

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

AR
No photo found yet (own website and image search run after this page is viewed)
Person

Adrian McCardell Remsberg

Director · 2 shared filings (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

JL
No photo found yet (own website and image search run after this page is viewed)
Person

James C. Leslie II

Director · 2 shared filings (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

SH
No photo found yet (own website and image search run after this page is viewed)
Person

STEPHEN J. HOGAN

Executive Officer, Director, Promoter · 1 shared filing (1 issuer) · also on 19 other issuers

STEPHEN J. HOGAN is on 20 issuers in total — a repeat sponsor. Their page lists every one.

AL
No photo found yet (own website and image search run after this page is viewed)
Person

ARTHUR E. LEVINE

Executive Officer, Director, Promoter · 1 shared filing (1 issuer) · also on 25 other issuers

ARTHUR E. LEVINE is on 26 issuers in total — a repeat sponsor. Their page lists every one.

RP
No photo found yet (own website and image search run after this page is viewed)
Person

Robert A. Poletti

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

TP
No photo found yet (own website and image search run after this page is viewed)
Person

Thomas Powell

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

CD
No photo found yet (own website and image search run after this page is viewed)
Person

Chris Dull

Director · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

JL
No photo found yet (own website and image search run after this page is viewed)
Person

Jeff Laramie

Director · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

KL
No photo found yet (own website and image search run after this page is viewed)
Person

Kevin Laramie

Director · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

HK
No photo found yet (own website and image search run after this page is viewed)
Person

Harley Kaplan

Director · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

AG
No photo found yet (own website and image search run after this page is viewed)
Person

Alexander Gurney

Director · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

AF
No photo found yet (own website and image search run after this page is viewed)
Person

Aaron Figura

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

KM
No photo found yet (own website and image search run after this page is viewed)
Person

Kevin McKenzie

Executive Officer · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

DS
No photo found yet (own website and image search run after this page is viewed)
Person

David Sachs

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Aaron Perlmutter. Their page shows their other deals.

The team behind the deals

Sponsor group

Charger

11 issuers · 15 filings · $1.31B reported sold · 2020–2025

One team, 11 deal companies. Aaron Perlmutter is listed on 10 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Aaron Perlmutter.

Sponsor group

Levine Leichtman

26 issuers · 44 filings · $18.4B reported sold · 2011–2026

One team, 26 deal companies. Aaron Perlmutter is listed on 2 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Aaron Perlmutter.

Same business address

28 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 2 of the 13 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Charger Investment Partners Catalyst Fund LP, Levine Leichtman Capital Partners SBIC Fund, L.P..

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.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Aaron Perlmutter by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 13 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Aaron Perlmutter is listed on: none on file. No website or social profile named in Shoreline Aggregator LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #74,871 of 374,652 in line (1,156 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (El Segundo, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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