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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:09 AM ET

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Alexander Mitzner

Named as an officer, director or promoter on SEC Form D filings · NY · Sep 8, 2017 → Sep 8, 2026

7deals (issuers)
$483.3Mreported sold
151investors
9Form D filings
2017–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:39 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Alexander Mitzner is listed as an executive officer on 9 SEC Form D filings by 7 issuers between Sep 2017 and Sep 2026. Largest by amount reported sold: Program II US LP (New York, NY — pooled investment fund — 2017; $265.9M reported sold to 52 investors), CS PE Master LP (New York, NY — pooled investment fund — 2020; $75.2M reported sold to 2 investors), CS PE US LP (New York, NY — pooled investment fund — 2020; $54M reported sold to 26 investors), 14th Street CIV US LP (New York, NY — pooled investment fund — 2019; $32.6M reported sold to 21 investors), Patterson Street CIV US LP (New York, NY — pooled investment fund — 2019; $18.7M reported sold to 19 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 $483.3M sold in total.

Listed alongside John Fraser (9 shared filings), J. P. Morgan Private Investments Inc. (6 shared filings, management entity), Michael Lynch (6 shared filings), Amy DiChiara (3 shared filings), Brian Thomas (3 shared filings) and 5 others.

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

The issuers belong to 2 sponsor groups: Junius (32 issuers, $1.13B reported sold, 2012–2019) and J P Morgan (2 issuers, $129.2M reported sold, 2020).

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 (AZ, CA, DE, TX, WA) — 2 court cases matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 3 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 9 public filings for Alexander Mitzner and found 3 differences: No amendment in the last 12 months on an offering that may still be open; 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 Alexander Mitzner has not run yet — it is joining a line of 7,935 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

2 cases: 1 dismissed, 1 closed (disposition not in docket feed)

Omega Partners, L.P. v. Mitzner dismissed
District Court, N.D. Georgia · No. 1:95-cv-01312 · Filed May 23, 1995 · Closed Aug 30, 1996 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Mitzner: Defendant · Outcome: Terminated 1996-08-30 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 5 federal dockets); surname only in the caption; court in GA (not a filing state)
Mitzner v. Charter National Bk closed
District Court, S.D. Texas · No. 4:94-cv-00748 · Filed Mar 7, 1994 · Closed Jan 26, 1995
Role of Mitzner: Plaintiff · Outcome: Terminated 1995-01-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 5 federal dockets); surname only in the caption; court in TX (not a filing state)
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, 2:39 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.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Alexander Mitzner..

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

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Eagle National Steel, L.L.C. v. Mitzner closed
United States Bankruptcy Court, W.D. Oklahoma · No. 04-01089 · Filed Mar 11, 2004 · Closed Nov 17, 2004
Role of Mitzner: Defendant · Outcome: Case closed 2004-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 5 federal dockets); surname only in the caption; court in OK (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, 2:39 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

3 differences found between the filings for Alexander Mitzner (compared 9 filings on Oct 24, 2026)

Note · Oct 22, 2020 – Oct 26, 2020

No amendment in the last 12 months on an offering that may still be open — CS PE Master LP (latest filing Oct 26, 2020)

The latest filing for this offering is dated Oct 26, 2020 (first sale Oct 22, 2020). It reports $75,185,000 sold of $225,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

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

Sources
Note · Aug 21, 2020 – Aug 27, 2020

No amendment in the last 12 months on an offering that may still be open — CS PE US LP (latest filing Aug 27, 2020)

The latest filing for this offering is dated Aug 27, 2020 (first sale Aug 21, 2020). It reports $53,985,000 sold of $225,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

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

Sources
Note · Sep 5, 2017 – Sep 8, 2017

No amendment in the last 12 months on an offering that may still be open — Program II US LP (latest filing Sep 8, 2017)

The latest filing for this offering is dated Sep 8, 2017 (first sale Sep 5, 2017). It reports $265,909,090 sold of $300,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

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

Sources
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 7 offerings report sales commissions totalling $1,530,000; 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
Sep 8, 2026 D/A
JRE PF US LP
File 021-556225
$300,000 (est.)$0$0JPMorgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Oct 26, 2020 D
CS PE Master LP
File 021-378794
$0$0$0None listed on this filingEDGAR ↗
Aug 27, 2020 D
CS PE US LP
File 021-374313
$0$0$0None listed on this filingEDGAR ↗
May 23, 2019 D
Patterson Street CIV US LP
File 021-340203
$0$0$0None listed on this filingEDGAR ↗
Apr 22, 2019 D
14th Street CIV US LP
File 021-337801
$0$0$0None listed on this filingEDGAR ↗
Apr 30, 2018 D
Chicago 21 US LP
File 021-311310
$0$0$0None listed on this filingEDGAR ↗
Sep 8, 2017 D
Program II US LP
File 021-294286
$1,230,000 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗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 Alexander Mitzner 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

JRE PF US LP

New York, NY · Aug 29, 2025 → Sep 8, 2026 · 3 filings
  • Sep 8, 2026 · D/A · $18,470,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 3, 2026 · D/A · $18,047,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $18.5M from 17 investors as of the latest filing. Alexander is listed as executive officer on 3 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: J P Morgan

CS PE Master LP

New York, NY · Oct 26, 2020
  • Oct 26, 2020 · D · $75,185,000 sold of $225,000,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $75.2M from 2 investors (33% of the $225M target) as of the latest filing. Alexander 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: J P Morgan

CS PE US LP

New York, NY · Aug 27, 2020
  • Aug 27, 2020 · D · $53,985,000 sold of $225,000,000 · 26 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $54M from 26 investors (24% of the $225M target) as of the latest filing. Alexander 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: Junius

Patterson Street CIV US LP

New York, NY · May 23, 2019
  • May 23, 2019 · D · $18,674,134 sold of $18,674,134 · 19 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $18.7M from 19 investors (100% of the $18.7M target) as of the latest filing. Alexander 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: Junius

14th Street CIV US LP

New York, NY · Apr 22, 2019
  • Apr 22, 2019 · D · $32,570,000 sold of $32,570,000 · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $32.6M from 21 investors (100% of the $32.6M target) as of the latest filing. Alexander 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: Junius

Chicago 21 US LP

New York, NY · Apr 30, 2018
  • Apr 30, 2018 · D · $18,500,000 sold of $18,500,000 · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $18.5M from 14 investors (100% of the $18.5M target) as of the latest filing. Alexander 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: Junius

Program II US LP

New York, NY · Sep 8, 2017
  • Sep 8, 2017 · D · $265,909,090 sold of $300,000,000 · 52 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $265.9M from 52 investors (89% of the $300M target) as of the latest filing. Alexander 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.

People around Alexander 10

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

Management entity

J. P. Morgan Private Investments Inc.

Promoter · 6 shared filings (6 issuers) · also on 403 other issuers

J. P. Morgan Private Investments Inc. is on 409 issuers in total — a repeat sponsor. Their page lists every one.

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

John Fraser

Executive Officer · 9 shared filings (7 issuers) · also on 25 other issuers

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

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

Michael Lynch

Executive Officer · 6 shared filings (6 issuers) · also on 7 other issuers

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

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

Brian Thomas

Executive Officer · 3 shared filings (1 issuer) · also on 11 other issuers

Brian Thomas is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Georgina Camazza

Director · 3 shared filings (1 issuer)

Listed on the same filings as Alexander Mitzner. Their page shows their other deals.

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

Amy DiChiara

Director · 3 shared filings (1 issuer)

Listed on the same filings as Alexander Mitzner. Their page shows their other deals.

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

Shannon Lovetree

Director · 2 shared filings (1 issuer)

Listed on the same filings as Alexander Mitzner. Their page shows their other deals.

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

John Cooper

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

Listed on the same filings as Alexander Mitzner. Their page shows their other deals.

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

Mike Tompkins

Director · 1 shared filing (1 issuer)

Listed on the same filings as Alexander Mitzner. Their page shows their other deals.

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

Shannon Lovetere

Director · 1 shared filing (1 issuer)

Listed on the same filings as Alexander Mitzner. Their page shows their other deals.

The team behind the deals

Sponsor group

Junius

32 issuers · 32 filings · $1.13B reported sold · 2012–2019

One team, 32 deal companies. Alexander Mitzner is listed on 4 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 Alexander Mitzner.

Sponsor group

J P Morgan

2 issuers · 2 filings · $129.2M reported sold · 2020–2020

One team, 2 deal companies. Alexander Mitzner 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 Alexander Mitzner.

Same business address

17 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. 6 of the 7 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): CS PE Master LP, CS PE US LP, Patterson Street CIV US LP, 14th Street CIV US LP, Chicago 21 US LP, Program II US LP.

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 Alexander Mitzner 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 Alexander Mitzner is listed on: none on file. No website or social profile named in Program II US LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #267,331 of 374,652 in line (14 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 (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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