PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:38 AM ET

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Adam Larson

Named as an officer, director or promoter on SEC Form D filings · UT · Feb 8, 2017 → Oct 2, 2026

7deals (issuers)
$522.5Mreported sold
2,577investors
29Form D filings
2017–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:38 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Adam Larson is listed as an executive officer on 29 SEC Form D filings by 7 issuers between Feb 2017 and Oct 2026. Largest by amount reported sold: Cottonwood Residential O.P., LP (Salt Lake City, UT — residential — 2017–2026; $240.3M reported sold to 885 investors), Cottonwood Communities, Inc. (Millcreek, UT — residential — 2019–2026; $200.9M reported sold to 1,624 investors), Cottonwood Riverfront DST (Millcreek, UT — other real estate — 2025–2026; $40.3M reported sold to 64 investors), CW Cottonwood Apartments, LLC (Salt Lake City, UT — residential — 2026; $36.2M reported sold to 2 investors), Melrose II S TIC, LLC (Salt Lake City, UT — residential — 2026; $4.78M reported sold to 2 investors) and 2 more (all listed below).

What this means A repeat sponsor — 7 separate companies raised money with this person listed as executive officer, over about 9 years. Across those companies the filings report $522.5M sold in total.

Listed alongside Chad Christensen (29 shared filings), Daniel Shaeffer (29 shared filings), Enzio Cassinis (29 shared filings), Gregg Christensen (29 shared filings), Eric Marlin (27 shared filings) and 12 others.

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

All 7 issuers belong to the sponsor group Cottonwood (18 issuers, $713.7M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Cottonwood has 18 companies on file and $713.7M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 12 bankruptcy cases matching the name listed in Key records below.

What this means 12 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 29 public filings for Adam Larson and found 13 differences, 2 worth asking the sponsor about: Bankruptcy case: Adam Larson and Melissa Larson; Investor count went down between filings; 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 Adam Larson has not run yet — it is joining a line of 58,107 names; searches run around the clock at the hosts' allowed rate. Searched so far: 651 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

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, 2:38 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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Adam Larson..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), 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), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

12 cases: 12 closed (disposition not in docket feed)

Adam C Larson closed
United States Bankruptcy Court, D. Maryland · No. 19-25382 · Filed Nov 18, 2019 · Closed Feb 19, 2020
Role of Adam C Larson: Debtor · Outcome: Case closed 2020-02-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in MD (not a filing state)
Adam L Larson and Anna C Larson closed
United States Bankruptcy Court, W.D. Washington · No. 18-10488 · Filed Feb 6, 2018 · Closed Sep 14, 2018
Role of Adam L Larson and Anna C Larson: Debtor · Outcome: Case closed 2018-09-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in WA (not a filing state)
Davina Dawn Larson and Adam Larson closed
United States Bankruptcy Court, W.D. Wisconsin · No. 1-17-12393 · Filed Jul 6, 2017 · Closed Nov 13, 2017
Role of Adam Larson: Debtor · Outcome: Case closed 2017-11-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)
Adam W. Larson and Samantha L. Larson closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-16-14361 · Filed Dec 31, 2016 · Closed Jun 2, 2017
Role of Adam W. Larson and Samantha L. Larson: Debtor · Outcome: Case closed 2017-06-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)
Adam A Larson closed
United States Bankruptcy Court, N.D. Illinois · No. 13-82013 · Filed May 31, 2013 · Closed Sep 6, 2013
Role of Adam A Larson: Debtor · Outcome: Case closed 2013-09-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
Adam Larson closed
United States Bankruptcy Court, D. Massachusetts · No. 11-12887 · Filed Mar 31, 2011 · Closed Jul 5, 2011
Role of Adam Larson: Debtor · Outcome: Case closed 2011-07-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in MA (not a filing state)
Adam B Larson closed
United States Bankruptcy Court, C.D. Illinois · No. 10-83179 · Filed Oct 12, 2010 · Closed Jun 27, 2013
Role of Adam B Larson: Debtor · Outcome: Case closed 2013-06-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
Adam D. Larson and Julie A. Larson closed
United States Bankruptcy Court, E.D. California · No. 10-45634 · Filed Sep 27, 2010 · Closed Jan 14, 2011
Role of Adam D. Larson and Julie A. Larson: Debtor · Outcome: Case closed 2011-01-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
Adam Larson and Kathlene Ulrich-Larson closed
United States Bankruptcy Court, N.D. Illinois · No. 02-30467 · Filed Aug 9, 2002 · Closed Apr 27, 2005
Role of Adam Larson and Kathlene Ulrich-Larson: Debtor · Outcome: Case closed 2005-04-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
ADAM L LARSON closed
United States Bankruptcy Court, D. Minnesota · No. 02-82145 · Filed Jul 16, 2002 · Closed Nov 12, 2002
Role of ADAM L LARSON: Debtor · Outcome: Case closed 2002-11-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in MN (not a filing state)
Adam Larson and Melissa Larson closed
United States Bankruptcy Court, D. Utah · No. 01-34979 · Filed Oct 10, 2001 · Closed Nov 17, 2004
Role of Adam Larson and Melissa Larson: Debtor · Outcome: Case closed 2004-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (UT)
Adam A Larson and Vicki S Larson closed
United States Bankruptcy Court, N.D. Illinois · No. 94-52286 · Filed Dec 9, 1994 · Closed Mar 31, 1995
Role of Adam A Larson and Vicki S Larson: Debtor · Outcome: Case closed 1995-03-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:38 AM ET.

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

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

4. Differences between public sources

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

13 differences found between the filings for Adam Larson — 2 worth asking about (compared 29 filings on Oct 24, 2026)

Worth asking · Oct 10, 2001 – Nov 17, 2004

Bankruptcy case: Adam Larson and Melissa Larson — filed Oct 10, 2001

United States Bankruptcy Court, D. Utah docket "Adam Larson and Melissa Larson" filed Oct 10, 2001, closed Nov 17, 2004. Adam Larson is listed as Debtor ("Adam Larson and Melissa Larson"). Our match estimate: 44%.

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.

Docket · United States Bankruptcy Court, D. Utah ↗
Sources
Worth asking · Dec 15, 2017 – Mar 28, 2023

Investor count went down between filings — Cottonwood Residential O.P., LP

The Dec 15, 2017 filing reports 9 investors; the Mar 28, 2023 Form D/A reports 0 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Dec 15, 2017 ↗Form D/A (later) · Mar 28, 2023 ↗Cottonwood Residential O.P., LP — PartnerFacts page ↗
Sources
Note · Sep 27, 2023

Eric Marlin is both a listed executive officer and a paid seller — Cottonwood Communities, Inc.

The Sep 27, 2023 Form D/A lists ERIC MARLIN as executive officer of the issuer and also as a person receiving sales compensation (CRD 3256243). Sales commissions reported on this filing: $13,500,000.

What this means The same person is listed as running the company and as being paid to sell its securities. Ask how much and on what terms.

Form D/A · Sep 27, 2023 ↗Eric Marlin — PartnerFacts page ↗Cottonwood Communities, Inc. — PartnerFacts page ↗
Sources
Note · Feb 10, 2023

Adam Larson appears on 1 deal that stopped filing before reaching its target

Cottonwood Communities Inc (last filing Feb 10, 2023; $0 sold of $100,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Cottonwood Communities Inc — PartnerFacts page ↗
Sources
Note · May 15, 2026 – Jun 30, 2026

Form D filed 46 days after the first sale — Melrose II S TIC, LLC

The filing says the first sale was May 15, 2026. The Form D was filed Jun 30, 2026 — 46 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 31 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.

Form D · Jun 30, 2026 ↗Melrose II S TIC, LLC — PartnerFacts page ↗
Sources
Note · Feb 6, 2026 – Apr 6, 2026

Form D filed 59 days after the first sale — CW Cottonwood Apartments, LLC

The filing says the first sale was Feb 6, 2026. The Form D was filed Apr 6, 2026 — 59 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 44 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.

Form D · Apr 6, 2026 ↗CW Cottonwood Apartments, LLC — PartnerFacts page ↗
Sources
Note · Feb 7, 2023 – Jan 15, 2025

No amendment in the last 12 months on an offering that may still be open — Cottonwood Communities, Inc. (latest filing Jan 15, 2025)

The latest filing for this offering is dated Jan 15, 2025 (first sale Feb 7, 2023). It reports $107,909,183 sold of $150,000,000 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.

Form D/A · Jan 15, 2025 ↗Cottonwood Communities, Inc. — PartnerFacts page ↗
Sources
Note · Sep 13, 2023 – Jul 9, 2024

No amendment in the last 12 months on an offering that may still be open — Cottonwood Communities, Inc. (latest filing Jul 9, 2024)

The latest filing for this offering is dated Jul 9, 2024 (first sale Sep 13, 2023). It reports $2,950,000 sold of $10,000,000 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.

Form D/A · Jul 9, 2024 ↗Cottonwood Communities, Inc. — PartnerFacts page ↗
Sources
Note · Dec 11, 2019 – Nov 9, 2020

No amendment in the last 12 months on an offering that may still be open — Cottonwood Communities, Inc. (latest filing Nov 9, 2020)

The latest filing for this offering is dated Nov 9, 2020 (first sale Dec 11, 2019). It reports $25,588,408 sold of $50,000,000 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.

Form D/A · Nov 9, 2020 ↗Cottonwood Communities, Inc. — PartnerFacts page ↗
Sources
Note · Sep 17, 2025 – Oct 2, 2026

Offering amount changed between filings — Cottonwood Communities, Inc.

The Sep 17, 2025 filing says $150,000,000 offered; the Oct 2, 2026 Form D/A says $200,000,000.

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.

Form D/A (earlier) · Sep 17, 2025 ↗Form D/A (later) · Oct 2, 2026 ↗Cottonwood Communities, Inc. — PartnerFacts page ↗
Sources
Note · Feb 17, 2023 – Sep 27, 2023

Offering amount changed between filings — Cottonwood Communities, Inc.

The Feb 17, 2023 filing says $100,000,000 offered; the Sep 27, 2023 Form D/A says $150,000,000.

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.

Form D (earlier) · Feb 17, 2023 ↗Form D/A (later) · Sep 27, 2023 ↗Cottonwood Communities, Inc. — PartnerFacts page ↗
Sources
Note · Nov 7, 2019 – Jan 28, 2026

Industry group changed between filings — Cottonwood Communities, Inc.

"Residential" (Nov 7, 2019 to Jan 15, 2025); then "REITS and Finance" (Jan 23, 2025); then "Residential" (Jan 23, 2025 to Jan 2, 2026); then "REITS and Finance" (Jan 23, 2026); then "Residential" (Jan 28, 2026 to Oct 2, 2026).

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

Form D · Nov 7, 2019 ↗Form D · Jan 23, 2025 ↗Form D/A · Jan 23, 2025 ↗Form D/A · Jan 23, 2026 ↗
Sources
Note · Mar 10, 2017

Same name, different state: "Adam Larson" (WA) is a separate record

This page covers filings where the address state is UT. A separate record, "Adam Larson" with address state WA, is listed on 1 filing — most recently by Seklarity Corp (Mar 10, 2017). Both records have filings in the same period (Mar 10, 2017).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Adam Larson (WA) — PartnerFacts page ↗Form D · Mar 10, 2017 ↗Seklarity Corp — PartnerFacts page ↗Adam Larson (UT) — this page ↗
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

9 of 14 offerings report sales commissions totalling $54,378,741; 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 2, 2026 D/A
Cottonwood Communities, Inc.
File 021-492774
$12,092,405 (est.)$0$0Arkadios Capital BrokerCheck CRD 282710 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cambridge Investment Research Inc BrokerCheck CRD 39543 ↗
Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Charles Roy Bigbie III BrokerCheck CRD 1158301 ↗
via Geneos Wealth Management, Inc. (CRD 120894 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Glenn William Fiocca BrokerCheck CRD 2566013 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Richard M Benedetti BrokerCheck CRD 4779697 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Eric Richard Marlin BrokerCheck CRD 3256243 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Michelle Rebecca Langer BrokerCheck CRD 5048331 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Saul Damien Santoscoy-Dougherty BrokerCheck CRD 3269304 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Raymond Cripps De Witt Jr. BrokerCheck CRD 2894063 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Reed Michael O'Brien BrokerCheck CRD 2123928 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Thomas Samuel Lisk BrokerCheck CRD 5010650 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Jack Robert Thacker Jr. BrokerCheck CRD 2754773 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Amy White Widener BrokerCheck CRD 3111888 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Cheryl Lyn Knight BrokerCheck CRD 1854248 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Kevin William Cassidy BrokerCheck CRD 3208815 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Jason Rocco D'Amelio BrokerCheck CRD 4495800 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Shane Harold Siederman BrokerCheck CRD 2563921 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Warren D Prehmus BrokerCheck CRD 1875927 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Carmine Joseph Passante BrokerCheck CRD 4151032 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

William Lapiana BrokerCheck CRD 4580411 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Sanctuary Securities, Inc. BrokerCheck CRD 205 ↗
Edwin James Woolley BrokerCheck CRD 4143172 ↗
via United Planners' Financial Services of America A Limited Partner (CRD 20804 ↗)

Marc Alan Lippincott BrokerCheck CRD 3253234 ↗
via United Planners' Financial Services of America A Limited Partner (CRD 20804 ↗)

Christopher Michael Dukes BrokerCheck CRD 4712873 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Stephen Anthony Valovich BrokerCheck CRD 1068297 ↗
via PEAK BROKERAGE SERVICES, LLC (CRD 157045 ↗)
EDGAR ↗
Oct 2, 2026 D/A
Cottonwood Riverfront DST
File 021-559326
$2,966,958 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
BRIAN AKERS BrokerCheck CRD 2124313 ↗
via Arkadios Capital (CRD 282710 ↗)

ALEXANDER MONK BrokerCheck CRD 6234104 ↗
via Arkadios Capital (CRD 282710 ↗)

KEVIN L SCHNEIDER BrokerCheck CRD 860086 ↗
via BERTHEL, FISHER & COMPANY FINANCIAL (CRD 13609 ↗)

ERIC G KUCHHERZKI BrokerCheck CRD 2529623 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

GEORGE S SIRACUSE BrokerCheck CRD 5796192 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

JOHN A BRINKERHOFF BrokerCheck CRD 3240913 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

SHERRI L DESJARDINS BrokerCheck CRD 6310011 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

BRYAN C HAKOLA BrokerCheck CRD 4161289 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

ERIC S SCAFF BrokerCheck CRD 5281210 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

TOMMY J THOMPSON BrokerCheck CRD 6626035 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

MICHAEL J GHIRARDO BrokerCheck CRD 7314050 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

TANIA R JERNIGAN BrokerCheck CRD 2007819 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
DONOVAN L MARTUCCI BrokerCheck CRD 7684529 ↗
via KESTRA INVESTMENT SERVICES, LLC (CRD 42046 ↗)

MARCUS J HERNANDEZ BrokerCheck CRD 4902687 ↗
via KESTRA INVESTMENT SERVICES, LLC (CRD 42046 ↗)

PAUL W HOLJES BrokerCheck CRD 3166198 ↗
via KESTRA INVESTMENT SERVICES, LLC (CRD 42046 ↗)

MATTHEW T NADEAU BrokerCheck CRD 4637541 ↗
via KINGSWOOD CAPITAL PARTNERS, LLC (CRD 288898 ↗)

ROBERT A HORNING BrokerCheck CRD 2311640 ↗
via MCDERMOTT INVESTMENT SERVICES, LLC (CRD 154926 ↗)

ERIC A BICKNESE BrokerCheck CRD 2829451 ↗
via NATIONWIDE PLANNING ASSOCIATES INC (CRD 31029 ↗)

ADAM YOUNG BrokerCheck CRD 6640146 ↗
via NATIONWIDE PLANNING ASSOCIATES INC (CRD 31029 ↗)

ERIC R MARLIN BrokerCheck CRD 3256243 ↗
via ORCHARD SECURITIES, LLC (CRD 133378 ↗)

MICHELLE LANGER BrokerCheck CRD 5048331 ↗
via ORCHARD SECURITIES, LLC (CRD 133378 ↗)

JORDON L PLAPINGER BrokerCheck CRD 4554671 ↗
via ORCHARD SECURITIES, LLC (CRD 133378 ↗)

JASON C SHERWOOD BrokerCheck CRD 5899859 ↗
via OSAIC INSTITUTIONS, INC (CRD 35371 ↗)

OSAIC WEALTH, INC. BrokerCheck CRD 23131 ↗		EDGAR ↗
Jun 30, 2026 D
Melrose II S TIC, LLC
File 021-589055
$346,432 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
May 8, 2026 D/A
Cottonwood Residential O.P., LP
File 021-253188
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2026 D
Cottonwood WG Investor, LLC
File 021-579237
$2,044,275 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Apr 6, 2026 D
CW Cottonwood Apartments, LLC
File 021-579240
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2026 D/A
Cottonwood Communities, Inc.
File 021-441943
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2026 D/A
Cottonwood Communities, Inc.
File 021-536076
$13,875,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
David Stewart Silberg BrokerCheck CRD 1970484 ↗
via Aegis Capital Corp. (CRD 9015007 ↗)

Stephen John Ferencik BrokerCheck CRD 3126037 ↗
via Arkadios Capital (CRD 9282710 ↗)

Ausdal Financial Partners Inc. BrokerCheck CRD 7995 ↗
BERTHEL, FISHER & COMPANY FINANCIAL BrokerCheck CRD 13609 ↗
CAMBRIDGE INVESTMENT RESEARCH INC BrokerCheck CRD 39543 ↗
CENTAURUS FINANCIAL INC BrokerCheck CRD 30833 ↗
CONCORDE INVESTMENT SERVICES LLC BrokerCheck CRD 151604 ↗
Lisa Bileydi BrokerCheck CRD 4371534 ↗
via IDB CAPITAL CORP (CRD 106032 ↗)

INDEPENDENT FINANCIAL GROUP LLC BrokerCheck CRD 7717 ↗
KOVACK SECURITIES INC BrokerCheck CRD 44848 ↗
MADISON AVENUE SECURITIES LLC BrokerCheck CRD 23224 ↗
NATIONWIDE PLANNING ASSOCIATES INC BrokerCheck CRD 31029 ↗
REED MICHAEL O'BRIEN BrokerCheck CRD 2123928 ↗
via REALTA EQUITIES, INC (CRD 23769 ↗)

SANCTUARY SECURITIES, INC BrokerCheck CRD 205 ↗
THE STRATEGIC FINANCIAL ALLIANCE INC BrokerCheck CRD 126514 ↗
UNITED PLANNERS' FINANCIAL SERVICES BrokerCheck CRD 20804 ↗		EDGAR ↗
Jan 2, 2026 D
Cottonwood Communities, Inc.
File 021-568774
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2025 D/A
Cottonwood Communities, Inc.
File 021-473778
$9,472,546 (est.)$0$0ERIC MARLIN BrokerCheck CRD 3256243 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

MICHELLE LANGER BrokerCheck CRD 5048331 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

SCOT BARRINGER BrokerCheck CRD 1385168 ↗
via AMERICAN TRUST INVESTMENT SVCS INC (CRD 3001 ↗)

KEVIN J LEBLANC BrokerCheck CRD 1744123 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

MARK D COHEN BrokerCheck CRD 2054897 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

PATRICK B HEALEY BrokerCheck CRD 2816003 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

SCOTT E BEATY BrokerCheck CRD 5234436 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗
KURT R BALDRY BrokerCheck CRD 1568930 ↗
via AUSDAL FINANCIAL PARTNERS INC (CRD 7995 ↗)

ROGER O ANDERSON BrokerCheck CRD 1898275 ↗
via AUSDAL FINANCIAL PARTNERS INC (CRD 7995 ↗)

WILLIAM G HURCKES BrokerCheck CRD 2612833 ↗
via AUSDAL FINANCIAL PARTNERS INC (CRD 7995 ↗)

BERTHEL FISHER & CO FINL SERV INC BrokerCheck CRD 13609 ↗
CAMBRIDGE INVESTMENT RESEARCH INC BrokerCheck CRD 39543 ↗
CENTAURUS FINANCIAL INC BrokerCheck CRD 30833 ↗
BRYAN C HAKOLA BrokerCheck CRD 4161289 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

FRANK T KUIPER BrokerCheck CRD 1774282 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

HERBERT ALSTON BrokerCheck CRD 5294132 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

RAYMOND C DE WITT BrokerCheck CRD 2894063 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

CARL D APPLE BrokerCheck CRD 1050406 ↗
via CROWN CAPITAL SECURITIES LP (CRD 6312 ↗)

KAREN J MAURER BrokerCheck CRD 2624379 ↗
via CROWN CAPITAL SECURITIES LP (CRD 6312 ↗)

LANNY R HOWARTER BrokerCheck CRD 813591 ↗
via CROWN CAPITAL SECURITIES LP (CRD 6312 ↗)

MARIA M BRINEZ BrokerCheck CRD 6520694 ↗
via IDB CAPITAL CORP (CRD 106032 ↗)

INDEPENDENT FINANCIAL GROUP LLC BrokerCheck CRD 7717 ↗
MADISON AVENUE SECURITIES LLC BrokerCheck CRD 23224 ↗
NATIONWIDE PLANNING ASSOCIATES INC BrokerCheck CRD 31029 ↗
PHILIP A GIBSON BrokerCheck CRD 2905474 ↗
via NEWBRIDGE SECURITIES CORPORATION (CRD 104065 ↗)

CHERYL L KNIGHT BrokerCheck CRD 1854248 ↗
via THE STRATEGIC FINANCIAL ALLIANCE INC (CRD 126514 ↗)

WARREN D PREHMUS BrokerCheck CRD 1875927 ↗
via THE STRATEGIC FINANCIAL ALLIANCE INC (CRD 126514 ↗)

United Planners' Financial Services of America A Limited Partner BrokerCheck CRD 20804 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Evan H Hayashi BrokerCheck CRD 4535238 ↗
via LPL Financial LLC (CRD 6413 ↗)

Saul D Santoscoy-Dougherty BrokerCheck CRD 3269304 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Reed Michael O'Brien BrokerCheck CRD 2123928 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Brian Richard Bennett BrokerCheck CRD 821115 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Scott Stanley Brooks BrokerCheck CRD 3235252 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)
EDGAR ↗
Jul 9, 2024 D/A
Cottonwood Communities, Inc.
File 021-488134
$81,125 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Feb 10, 2023 D
Cottonwood Communities Inc
File 021-473246
$9,000,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Nov 9, 2020 D/A
Cottonwood Communities, Inc.
File 021-352880
$4,500,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
Robert Lloyd Omohundro BrokerCheck CRD 2415942 ↗
via Alexander Capital, L.P. (CRD 40077 ↗)

Andrew N. Dutton BrokerCheck CRD 6869349 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Austin R. Dutton BrokerCheck CRD 2739167 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

David Richard Geake BrokerCheck CRD 3088891 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Jason Bryce Vanclef BrokerCheck CRD 5096529 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Ronald York BrokerCheck CRD 4308987 ↗
via Arkadios Capital (CRD 282710 ↗)

Richard Steven Berger BrokerCheck CRD 702839 ↗
via Arkadios Capital (CRD 282710 ↗)

Agnes Stutzriem Andrysiak BrokerCheck CRD 1868356 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

David Lee Frohlichstein BrokerCheck CRD 1582362 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Roger Owen Anderson BrokerCheck CRD 1898275 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Robert Boris Hardcastle BrokerCheck CRD 1101791 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Kenneth James New BrokerCheck CRD 2836918 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

Kevin James LeBlanc BrokerCheck CRD 1744123 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Edwin James Strazzulla BrokerCheck CRD 1209491 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Joseph Patrick Roop BrokerCheck CRD 2774470 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

Lauren Skidmore Ivester BrokerCheck CRD 5001776 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

Christopher Dunne BrokerCheck CRD 5780072 ↗
via IDB Capital Corp. (CRD 106032 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Guy Anthony Harrigan BrokerCheck CRD 1817525 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Ara Freedman BrokerCheck CRD 5987083 ↗
via LPL Financial LLC (CRD 6413 ↗)

Lucia Securities, LLC BrokerCheck CRD 37179 ↗
Dimitry Tikhonov BrokerCheck CRD 5451809 ↗
via Madison Avenue Securities, LLC (CRD 23224 ↗)

Richard David Williams BrokerCheck CRD 4951778 ↗
via Madison Avenue Securities, LLC (CRD 23224 ↗)

Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
Austin R. Dutton Jr. BrokerCheck CRD 2739167 ↗
via Primex (CRD 29394 ↗)

Andrew N. Dutton BrokerCheck CRD 6869349 ↗
via Primex (CRD 29394 ↗)

James Michael Vaughn BrokerCheck CRD 1349426 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)
EDGAR ↗
Feb 8, 2017 D
Cottonwood Residential O.P., LP
File 021-280280
$0 (est.)$0$0
ERIC MARLIN ACTS AS AN INTERNAL WHOLESALER FOR ORCHARD SECURITIES, LLC AND IS PAID A WHOLESALING FEE OF $0.06 FOR EACH UNIT ISSUED UNDER THE EXCHANGE OFFERING, AND 1% OF TOTAL SALES FOR UNITS ISSUED UNDER THE CASH OFFERING.
ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
How this is counted

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

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

Deals 7

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

CC
Residential · group: Cottonwood

Cottonwood Communities, Inc.

Millcreek, UT · Nov 7, 2019 → Oct 2, 2026 · 19 filings
  • Oct 2, 2026 · D/A · $166,867,931 sold of $200,000,000 · 1,624 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jan 28, 2026 · D/A · $1,134,860 sold of $5,696,460 · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 23, 2026 · D/A · $32,650,722 sold of $150,000,000 · 378 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jan 2, 2026 · D · $200,866,049 sold of Indefinite · 332 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer of CCI, the sole member of the general partner of CROP) EDGAR ↗
  • Sep 17, 2025 · D/A · $99,850,667 sold of $150,000,000 · 1,105 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jan 23, 2025 · D · $100,000 sold of $150,000,000 · 1 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jan 23, 2025 · D/A · $726,560 sold of $5,696,460 · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 15, 2025 · D/A · $107,909,183 sold of $150,000,000 · 938 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Sep 25, 2024 · D/A · $98,662,439 sold of $150,000,000 · 841 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Sep 25, 2024 · D/A · $37,234,453 sold of $150,000,000 · 471 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jul 9, 2024 · D/A · $2,950,000 sold of $10,000,000 · 16 investors · min. $100,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Sep 27, 2023 · D/A · $77,348,435 sold of $150,000,000 · 618 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Sep 22, 2023 · D · $0 sold of $150,000,000 · 0 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jul 28, 2023 · D · $0 sold of $10,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Apr 14, 2023 · D/A · $248,000 sold of $5,696,460 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 17, 2023 · D · $0 sold of $100,000,000 · 1 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Apr 14, 2022 · D · $147,473 sold of $5,696,460 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 9, 2020 · D/A · $25,588,408 sold of $50,000,000 · 252 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Nov 7, 2019 · D · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $200.9M from 1,624 investors (100% of the $200M target) as of the latest filing. Adam is listed as executive officer on 19 filings for this deal.

Latest filing on EDGAR ↗
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: Residential / 506(b) (4,183 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.

CR
Other Real Estate · group: Cottonwood

Cottonwood Riverfront DST

Millcreek, UT · Sep 30, 2025 → Oct 2, 2026 · 2 filings
  • Oct 2, 2026 · D/A · $40,283,149 sold of $74,946,000 · 64 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer of sole member of Issuer's Manager) EDGAR ↗
  • Sep 30, 2025 · D · $0 sold of $74,946,000 · 0 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer of sole member of Issuer's Manager) EDGAR ↗

Raised $40.3M from 64 investors (54% of the $74.9M target) as of the latest filing. Adam is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
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 Real Estate / 506(b) (5,033 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.

MS
Residential · group: Cottonwood

Melrose II S TIC, LLC

Salt Lake City, UT · Jun 30, 2026
  • Jun 30, 2026 · D · $4,778,368 sold of $4,778,368 · 2 investors · min. $95,924 · role: Executive Officer (Chief Financial Officer of the Sole Member of the General Partner of the Sole Member) EDGAR ↗

Raised $4.78M from 2 investors (100% of the $4.78M target) as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
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: Residential / 506(b) (4,183 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.

CR
Residential · group: Cottonwood

Cottonwood Residential O.P., LP

Salt Lake City, UT · Feb 8, 2017 → May 8, 2026 · 4 filings
  • May 8, 2026 · D/A · $240,347,009 sold of Indefinite · 885 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer of the Sole Member of the General Partner) EDGAR ↗
  • Mar 21, 2025 · D/A · $40,029,955 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer of the Sole Member of the General Partner) EDGAR ↗
  • Mar 28, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer of the Sole Member of the General Partner) EDGAR ↗
  • Feb 8, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (SENIOR VICE PRESIDENT OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗

Raised $240.3M from 885 investors as of the latest filing. Adam is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
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: Residential / 506(b) (4,183 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.

CC
Residential · group: Cottonwood

CW Cottonwood Apartments, LLC

Salt Lake City, UT · Apr 6, 2026
  • Apr 6, 2026 · D · $36,200,000 sold of $36,200,000 · 2 investors · min. $362,363 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $36.2M from 2 investors (100% of the $36.2M target) as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
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: Residential / 506(b) (4,183 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.

CW
Residential · group: Cottonwood

Cottonwood WG Investor, LLC

Salt Lake City, UT · Apr 6, 2026
  • Apr 6, 2026 · D · $0 sold of $21,075,000 · 0 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
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: Residential / 506(b) (4,183 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.

CC
Residential · group: Cottonwood

Cottonwood Communities Inc

Salt Lake City, UT · Feb 10, 2023
  • Feb 10, 2023 · D · $0 sold of $100,000,000 · 0 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

No sales reported yet as of the latest filing. Adam is listed as executive officer.

Latest filing on EDGAR ↗
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: Residential / 506(b) (4,183 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 pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Adam Larson — WA, 1 issuer, Mar 10, 2017 → Mar 10, 2017 · no shared issuer

People around Adam 17

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

CE
Management entity

CC Exchange TRS, Inc.

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Adam Larson. Their page shows their other deals.

CR
Management entity

CC Riverfront Manager, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Adam Larson. Their page shows their other deals.

CR
Management entity

CC Riverfront Depositor, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Adam Larson. Their page shows their other deals.

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

Gregg Christensen

Executive Officer, Director · 29 shared filings (7 issuers) · also on 11 other issuers

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

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

Chad Christensen

Executive Officer, Director · 29 shared filings (7 issuers) · also on 12 other issuers

Chad Christensen is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Daniel Shaeffer

Executive Officer, Director · 29 shared filings (7 issuers) · also on 10 other issuers

Daniel Shaeffer is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

Enzio Cassinis

Executive Officer · 29 shared filings (7 issuers) · also on 2 other issuers

Enzio Cassinis is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Eric Marlin

Executive Officer · 27 shared filings (7 issuers) · also on 5 other issuers

Eric Marlin is on 12 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

Susan Hallenberg

Executive Officer, Director · 27 shared filings (7 issuers) · also on 5 other issuers

Susan Hallenberg is on 12 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

Stan Hanks

Executive Officer · 27 shared filings (7 issuers) · also on 1 other issuer

Stan Hanks is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Paul Fredenberg

Executive Officer · 27 shared filings (7 issuers) · also on 3 other issuers

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

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

Glenn Rand

Executive Officer, Director · 27 shared filings (7 issuers) · also on 1 other issuer

Glenn Rand is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Jonathan Gardner

Director · 24 shared filings (6 issuers) · also on 1 other issuer

Jonathan Gardner is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Philip White

Director · 24 shared filings (6 issuers) · also on 1 other issuer

Philip White is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

John Lunt

Director · 24 shared filings (6 issuers)

John Lunt is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Lance Graber

Director · 1 shared filing (1 issuer) · also on 24 other issuers

Lance Graber is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

David Robertson

Director · 1 shared filing (1 issuer) · also on 31 other issuers

David Robertson is on 32 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

C
Sponsor group

Cottonwood

18 issuers · 100 filings · $713.7M reported sold · 2009–2026

One team, 18 deal companies. Adam Larson is listed on 7 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 Adam Larson.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 7 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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 Adam Larson 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 7 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Adam Larson is listed on: none on file. No website or social profile named in CW Cottonwood Apartments, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #33,473 of 374,652 in line (1,386 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 (Salt Lake City, UT). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Utah state courts — find the court ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Utah Secretary of State business search ↗OpenCorporates ↗

Change history

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