PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:39 AM ET

Sponsor Check › Person

Adam Grant

Related person on Form D filings · address state as listed: IL · listed Dec 29, 2021 → Jun 17, 2026

19issuers
22Form D filings
2021–2026years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

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

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM ET.

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

2. Regulatory actions

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

Not yet searched.

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3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.

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

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

12 of 19 offerings report sales commissions totalling $1,418,750; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Jun 17, 2026 D
File 021-587751
$0$0$0Chauner Securities, Inc. BrokerCheck CRD 10075 ↗
EDGAR ↗Jun 10, 2026 D
File 021-586881
$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.
None listed on this filing
EDGAR ↗Jan 21, 2026 D
File 021-570673
$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 ↗)
EDGAR ↗Dec 18, 2025 D
File 021-567299
$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.
None listed on this filing
EDGAR ↗Oct 22, 2025 D/A
File 021-522442
$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.
CHAUNER SECURITIES, INC. BrokerCheck CRD 10075 ↗
RBC CAPITAL MARKETS, LLC BrokerCheck CRD 31194 ↗
ROCKEFELLER FINANCIAL, LLC BrokerCheck CRD 291361 ↗
PJT PARK HILL BrokerCheck CRD 171058 ↗
EDGAR ↗Feb 11, 2025 D
File 021-537902
$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.
None listed on this filing
EDGAR ↗Jan 22, 2025 D
File 021-535918
$12,500$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 ↗)
EDGAR ↗Jan 22, 2025 D
File 021-535914
$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 ↗)
EDGAR ↗Jan 22, 2025 D
File 021-535916
$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 ↗)
EDGAR ↗Sep 5, 2024 D
File 021-523302
$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.
None listed on this filing
EDGAR ↗Jan 25, 2024 D
File 021-503372
$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 ↗)
EDGAR ↗Jan 25, 2024 D
File 021-503373
$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 ↗)
EDGAR ↗Jan 25, 2024 D
File 021-503370
$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 ↗)
EDGAR ↗Jan 25, 2024 D
File 021-503371
$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 ↗)
EDGAR ↗Jan 20, 2023 D
File 021-471272
$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 ↗)
EDGAR ↗Jan 20, 2023 D
File 021-471270
$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 ↗)
EDGAR ↗Dec 29, 2022 D/A
File 021-427105
$1,300,000$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 fully discussed in the Issuer's confidential offering materials.
EASTDIL SECURED ADVISORS LLC BrokerCheck CRD 304434 ↗
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC BrokerCheck CRD 38357 ↗
EDGAR ↗Feb 1, 2022 D
File 021-431669
$25,000$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 ↗Jan 11, 2022 D
File 021-428885
$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 fully discussed in the Issuer's confidential offering materials.
None listed on this filing

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 every filing this person is listed on (latest filing per offering, per issuer).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗Core University Living Real Estate Income Trust
group: Permanent
Executive Officer
Secretary
Jun 17, 2026DIndefinite
similar: $125,000–$125,000
$00
similar: 124–125
No minimum reported
similar: $1,000–$1,000
EDGAR ↗Columbia Co-Invest, LP
group: Core Sva
Executive Officer, PromoterJun 10, 2026DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Core SVA T3 Sub REIT 1, LLC
group: Core Sva
Executive Officer, PromoterJan 21, 2026D$375,000
similar: $125,000–$125,000
$375,000125
similar: 124–125
$3,000
similar: $1,000–$1,000
EDGAR ↗CSF IV G, LP
group: Permanent
Executive Officer, PromoterDec 18, 2025DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗CSF IV, LP
group: Permanent
Executive Officer, PromoterOct 22, 2025D/A$1,000,000,000
similar: $155,000–$5,250,000
$820,747,500963
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗CSF IV, LP
group: Permanent
Executive Officer, PromoterAug 26, 2025D/A$1,000,000,000
similar: $155,000–$5,250,000
$729,540,000721
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗CS BEVO I, LP
group: Csf
Executive Officer, PromoterFeb 11, 2025D$100,000,000
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Core PBSFR Denver Lowell Holding, LLC
group: Core Sva
Executive Officer, PromoterJan 22, 2025D$250,000
similar: $125,000–$125,000
$248,000124
similar: 124–125
$2,000
similar: $1,000–$1,000
EDGAR ↗CSF IV REIT, LLC
group: Core Sva
Executive Officer, PromoterJan 22, 2025D$125,000
similar: $125,000–$125,000
$124,000124
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗Core SVA Master REIT 3, LLC
group: Core Sva
Executive Officer, PromoterJan 22, 2025D$125,000
similar: $125,000–$125,000
$124,000124
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗CORE ATLANTA NORTHSIDE FUND, LP
group: Csf
Executive Officer, PromoterSep 5, 2024D$54,500,000
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗CSF IV, LP
group: Permanent
Executive Officer, PromoterAug 26, 2024D$1,000,000,000
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Core SVA T2 Sub REIT 3, LLC
group: Core Sva
Executive Officer, PromoterJan 25, 2024D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗Core SVA T2 Sub REIT 4, LLC
group: Core Sva
Executive Officer, PromoterJan 25, 2024D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗Core Fullerton Chapman REIT, LLC
group: Core Sva
Executive Officer, PromoterJan 25, 2024D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗Core Tucson Park REIT, LLC
group: Core Sva
Executive Officer, PromoterJan 25, 2024D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗Core SVA Sub REIT 4, LLC
group: Core Sva
Executive Officer, PromoterJan 20, 2023D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗Core SVA Master REIT II, LLC
group: Core Sva
Executive Officer, PromoterJan 20, 2023D$375,000
similar: $125,000–$125,000
$375,000125
similar: 124–125
$3,000
similar: $1,000–$1,000
EDGAR ↗CSF III, LP
group: Csf
Executive Officer, PromoterDec 29, 2022D/A$355,000,000
similar: $155,000–$5,250,000
$350,000,000130
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Core SVA Master REIT, LLC
group: Csf
Executive Officer, DirectorFeb 1, 2022D$500,000
similar: $125,000–$125,000
$500,000125
similar: 124–125
$4,000
similar: $1,000–$1,000
EDGAR ↗CSF III FEEDER, LP
group: Csf
Executive Officer, PromoterJan 11, 2022D$50,000,000
similar: $155,000–$5,250,000
$50,000,0001
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗CSF III, LP
group: Csf
Executive Officer, PromoterDec 29, 2021D$250,000,000
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 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.

Other listings under the same name

Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.

  • Adam Grant — address state NJ, 1 issuer, Aug 31, 2021 → Aug 5, 2025

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 10 names on the same filings (0 management entities, 10 people)

People and management entities the issuers listed as related persons on the same Form D filings as Adam Grant. Source: the EDGAR rows in the table above.

  • Marc Lifshin — 3 shared filings (3 issuers) · roles as listed: Executive Officer, Promoter, Director · also listed on 5 other issuers
  • Brendan F. Miller — 2 shared filings (2 issuers) · roles as listed: Executive Officer, Promoter
  • Daniel Goldberg — 1 shared filing (1 issuer) · role as listed: Director · also listed on 7 other issuers
  • Michael Gamson — 1 shared filing (1 issuer) · role as listed: Director · also listed on 7 other issuers
  • Colin Armstrong — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 1 other issuer
  • John Wieker — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 1 other issuer
  • Clifford A. Payne — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Promoter
  • Mark Langer — 1 shared filing (1 issuer) · role as listed: Director
  • G. Christopher Smith — 1 shared filing (1 issuer) · role as listed: Director
  • Merritt Poole — 1 shared filing (1 issuer) · role as listed: Executive Officer

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

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

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