PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:41 AM ET

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ANDREW BRUCE

Named as an officer, director or promoter on SEC Form D filings · TX · Oct 5, 2011 → May 30, 2023

40deals (issuers)
$1.2Breported sold
2,671investors
49Form D filings
2011–2023years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:21 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

ANDREW BRUCE is listed as an executive officer and director on 49 SEC Form D filings by 40 issuers between Jan 2010 and Dec 2024. Largest by amount reported sold: Dunes Point Capital Fund III, L.P. (Rye, NY — pooled investment fund — 2023; $800M reported sold to 90 investors), LIONSTONE U.S. VALUE-ADD FIVE, L.P. (Houston, TX — pooled investment fund — 2018–2019; $220M reported sold to 3 investors), LIONSTONE RDP PLATFORM INVESTORS, L.P. (Houston, TX — pooled investment fund — 2021–2022; $48.8M reported sold to 3 investors), LIONSTONE RALEIGH DEVELOPMENT PARTNERS, L.P. (Houston, TX — pooled investment fund — 2021–2022; $48.6M reported sold to 3 investors), LIONSTONE RDP PCS PHASE I INVESTORS, L.P. (Houston, TX — pooled investment fund — 2021–2022; $45.1M reported sold to 4 investors) and 35 more (all listed below).

What this means That is a lot of deals — 40 separate companies raised money with this person listed as executive officer and director, over about 14 years. Across those companies the filings report $1.2B sold in total.

Listed alongside JOHN ENERSON (25 shared filings), BRYAN SANCHEZ (23 shared filings), ANDREW LUSK (20 shared filings), DANIEL DUBROWSKI (20 shared filings), SACHIN GROVER (18 shared filings) and 51 others.

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

The issuers belong to 3 sponsor groups: Lva5 (30 issuers, $986.4M reported sold, 2010–2024), Behringer Harvard (24 issuers, $12.2M reported sold, 2010–2025) and Dunes Point (8 issuers, $3.23B reported sold, 2017–2026).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, 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) — 9 bankruptcy cases matching the name listed in Key records below.

What this means 9 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 49 public filings for ANDREW BRUCE and found 13 differences, 5 worth asking the sponsor about: 4 bankruptcy cases name the subject or team members; 210% of the money raised went to insiders; 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 ANDREW BRUCE has not run yet — it is joining a line of 59,248 names; searches run around the clock at the hosts' allowed rate. Searched so far: 671 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, 2:21 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 ANDREW BRUCE..

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

9 cases: 1 open, 8 closed (disposition not in docket feed)

Andrew Bruce and Meredith Lynn Bruce open
United States Bankruptcy Court, S.D. Texas · No. 25-33113 · Filed Jun 2, 2025
Role of Andrew Bruce and Meredith Lynn Bruce: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (TX)
Andrew R. Bruce and Shonda N. Bruce closed
United States Bankruptcy Court, W.D. Louisiana · No. 07-80506 · Filed Jun 1, 2007 · Closed Jan 28, 2008
Role of Andrew R. Bruce and Shonda N. Bruce: Debtor · Outcome: Case closed 2008-01-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in LA (not a filing state)
Andrew Bruce and Norah C. Bruce closed
United States Bankruptcy Court, E.D. Michigan · No. 04-65485 · Filed Sep 9, 2004 · Closed Feb 10, 2005
Role of Andrew Bruce and Norah C. Bruce: Debtor · Outcome: Case closed 2005-02-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in MI (not a filing state)
Andrew M. Bruce and Lynn T. Bruce closed
United States Bankruptcy Court, W.D. Louisiana · No. 02-11235 · Filed Apr 17, 2002 · Closed Sep 24, 2002
Role of Andrew M. Bruce and Lynn T. Bruce: Debtor · Outcome: Case closed 2002-09-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in LA (not a filing state)
Andrew M. Bruce and Lynn T. Bruce closed
United States Bankruptcy Court, W.D. Louisiana · No. 00-13313 · Filed Dec 4, 2000 · Closed Mar 11, 2002
Role of Andrew M. Bruce and Lynn T. Bruce: Debtor · Outcome: Case closed 2002-03-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in LA (not a filing state)
Andrew E. Bruce and Ronda S. Bruce closed
United States Bankruptcy Court, W.D. New York · No. 2-99-23544 · Filed Nov 15, 1999 · Closed Feb 8, 2001
Role of Andrew E. Bruce and Ronda S. Bruce: Debtor · Outcome: Case closed 2001-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)
Andrew J. Bruce and Lee Ann Bruce closed
United States Bankruptcy Court, E.D. Michigan · No. 96-57064 · Filed Dec 18, 1996 · Closed Jul 15, 1997
Role of Andrew J. Bruce and Lee Ann Bruce: Debtor · Outcome: Case closed 1997-07-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in MI (not a filing state)
ANDREW L. BRUCE and DIANA BRUCE closed
United States Bankruptcy Court, D. Montana · No. 90-20068 · Filed Jan 19, 1990 · Closed Jun 7, 1993
Role of ANDREW L. BRUCE and DIANA BRUCE: Debtor · Outcome: Case closed 1993-06-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in MT (not a filing state)
Andrew H Bruce closed
United States Bankruptcy Court, N.D. Illinois · No. 87-03795 · Filed Mar 12, 1987 · Closed Aug 14, 1987
Role of Andrew H Bruce: Debtor · Outcome: Case closed 1987-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 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, 2:21 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 ANDREW BRUCE — 5 worth asking about (compared 49 filings on Oct 24, 2026)

Worth asking · Nov 15, 1999 – Jun 2, 2025

4 bankruptcy cases name the subject or team members

Bankruptcy case: Andrew Bruce and Meredith Lynn Bruce — filed Jun 2, 2025 · Bankruptcy case: Andrew E. Bruce and Ronda S. Bruce — filed Nov 15, 1999 · Bankruptcy case: Behringer Harvard Frisco Square, LP — filed Jun 13, 2012 · Bankruptcy case: BHFS I, LLC v. Behringer Harvard Frisco Square LP — filed Aug 8, 2012

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, S.D. Texas ↗Docket · United States Bankruptcy Court, W.D. New York ↗Docket · United States Bankruptcy Court, E.D. Texas ↗Behringer Harvard M Multifamily Advisors II, LLC — PartnerFacts page ↗
Sources
Worth asking · Oct 21, 2014

210% of the money raised went to insiders — National Income Properties DST III

The Oct 21, 2014 Form D reports $525,000 sold and $1,100,206 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "NATIONAL INCOME PROPERTIES DEPOSITOR III, LLC WILL BE RESPONSBILE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $795,988.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Oct 21, 2014 ↗National Income Properties DST III — PartnerFacts page ↗
Sources
Worth asking · Oct 5, 2011 – Jun 30, 2020

ANDREW BRUCE appears on 10 deals that stopped filing before reaching their target

LVA5 CO-INVESTMENT IV, L.P. (last filing Jun 30, 2020; $0 sold of $150,000,000); LIONSTONE U.S. VALUE-ADD FIVE, L.P. (last filing Oct 30, 2019; $220,000,000 sold of $600,000,000); LVA5 CO-INVESTMENT III, L.P. (last filing Jan 8, 2019; $0 sold of $20,000,000); LVA5 CO-INVESTMENT II, L.P. (last filing Nov 6, 2018; $0 sold of $100,000,000); LVA5 CO-INVESTMENT I, L.P. (last filing Nov 6, 2018; $0 sold of $100,000,000); National Income Properties DST III (last filing Oct 21, 2014; $525,000 sold of $5,730,000); and 4 more. 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.

LVA5 CO-INVESTMENT IV, L.P. — PartnerFacts page ↗LIONSTONE U.S. VALUE-ADD FIVE, L.P. — PartnerFacts page ↗LVA5 CO-INVESTMENT III, L.P. — PartnerFacts page ↗LVA5 CO-INVESTMENT II, L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 19, 2017 – Nov 14, 2018

Form D filed 330 days after the first sale — Data Gumbo Corp

The filing says the first sale was Dec 19, 2017. The Form D was filed Nov 14, 2018 — 330 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 315 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Nov 14, 2018 ↗Data Gumbo Corp — PartnerFacts page ↗
Sources
Note · Dec 15, 2010 – Nov 21, 2022

13 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — LIONSTONE RDP PCS PHASE I INVESTORS, L.P. (latest filing Nov 21, 2022) · No amendment in the last 12 months on an offering that may still be open — LIONSTONE RDP CHANNEL HOUSE INVESTORS, L.P. (latest filing Aug 18, 2022) · No amendment in the last 12 months on an offering that may still be open — LIONSTONE RALEIGH DEVELOPMENT PARTNERS, L.P. (latest filing Jun 22, 2022) · No amendment in the last 12 months on an offering that may still be open — LIONSTONE RDP PLATFORM INVESTORS, L.P. (latest filing Jun 22, 2022) · No amendment in the last 12 months on an offering that may still be open — Data Gumbo Corp (latest filing Sep 24, 2020) · and 8 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Nov 21, 2022 ↗LIONSTONE RDP PCS PHASE I INVESTORS, L.P. — PartnerFacts page ↗Form D/A · Aug 18, 2022 ↗LIONSTONE RDP CHANNEL HOUSE INVESTORS, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 25, 2023 – Feb 28, 2024

ANDREW BRUCE is no longer listed on the Feb 28, 2024 amendment — Dunes Point Capital Fund III, L.P.

ANDREW BRUCE appears on the Jan 25, 2023 Form D/A (executive officer) but not on the Feb 28, 2024 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Jan 25, 2023 ↗Form D/A · Feb 28, 2024 ↗ANDREW BRUCE — PartnerFacts page ↗Dunes Point Capital Fund III, L.P. — PartnerFacts page ↗
Sources
Note · Jul 9, 2021 – Jun 22, 2022

Offering amount changed between filings — LIONSTONE RALEIGH DEVELOPMENT PARTNERS, L.P.

The Jul 9, 2021 filing says $50,000,000 offered; the Jun 22, 2022 Form D/A says $70,000,000.

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) · Jul 9, 2021 ↗Form D/A (later) · Jun 22, 2022 ↗LIONSTONE RALEIGH DEVELOPMENT PARTNERS, L.P. — PartnerFacts page ↗
Sources
Note · Jan 25, 2010 – Oct 5, 2011

ANDREW BRUCE is written 2 different ways on the filings

listed as "Andrew J. Bruce" on 20 filings (from Jan 25, 2010), and "Andrew Bruce" on 29 filings (from Oct 5, 2011).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jan 25, 2010 ↗Form D · Oct 5, 2011 ↗ANDREW BRUCE — PartnerFacts page ↗
Sources
Note · Nov 14, 2018

Reported revenue range changed between filings — Data Gumbo Corp

"Not Applicable" (Nov 14, 2018); then "Decline to Disclose" (Nov 14, 2018).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Nov 14, 2018 ↗Form D · Nov 14, 2018 ↗Data Gumbo Corp — PartnerFacts page ↗
Sources
Note · Mar 23, 2015 – Jun 3, 2026

Same name, different state: "Andrew E. Bruce" (WI) is a separate record

This page covers filings where the address state is TX. A separate record, "Andrew E. Bruce" with address state WI, is listed on 46 filings — most recently by MLG/LF West Grove LLC (Jun 3, 2026). Both records have filings in the same period (Mar 23, 2015 to May 30, 2023).

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.

Andrew E. Bruce (WI) — PartnerFacts page ↗Form D · Jun 3, 2026 ↗MLG/LF West Grove LLC — PartnerFacts page ↗ANDREW BRUCE (TX) — this page ↗
Sources
Note · Apr 13, 2021 – Aug 4, 2023

Same name, different state: "Andrew R. Bruce" (MA) is a separate record

This page covers filings where the address state is TX. A separate record, "Andrew R. Bruce" with address state MA, is listed on 2 filings — most recently by MediSix Therapeutics, Inc. (Aug 4, 2023). Both records have filings in the same period (Apr 13, 2021 to May 30, 2023).

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.

Andrew R. Bruce (MA) — PartnerFacts page ↗Form D/A · Aug 4, 2023 ↗MediSix Therapeutics, Inc. — PartnerFacts page ↗ANDREW BRUCE (TX) — this page ↗
Sources
Note · Jan 25, 2023 – Feb 28, 2024

Address moved from Houston, TX to Rye, NY — Dunes Point Capital Fund III, L.P.

The people listed on the Jan 25, 2023 filing give Houston, TX; on the Feb 28, 2024 filing they give Rye, NY.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Jan 25, 2023 ↗Form D/A · Feb 28, 2024 ↗Dunes Point Capital Fund III, L.P. — PartnerFacts page ↗
Sources
Note · Jan 26, 2022 – Jan 25, 2023

Address moved from Rye, NY to Houston, TX — Dunes Point Capital Fund III, L.P.

The people listed on the Jan 26, 2022 filing give Rye, NY; on the Jan 25, 2023 filing they give Houston, TX.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Jan 26, 2022 ↗Form D/A · Jan 25, 2023 ↗Dunes Point Capital Fund III, L.P. — PartnerFacts 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

27 of 44 offerings report sales commissions totalling $31,215,275; 0 report finder's fees; 3 report proceeds to related persons totalling $1,864,093. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Dec 19, 2024 D
LVA5 River Oaks James REIT, LLC
File 021-532721
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 4, 2024 D
LVA5 Mezz REIT, LLC
File 021-501520
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
May 30, 2023 D
LIONSTONE RDP ST ALBANS INVESTORS, L.P.
File 021-482896
$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 disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 25, 2023 D/A
Dunes Point Capital Fund III, L.P.
File 021-430959
$0 (est.)$0 (est.)$0 (est.)
The GP of the Issuer is entitled to a performance allocation. The investment manager of the Issuer is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
Strathmore Group LLC BrokerCheck CRD 306089 ↗EDGAR ↗
Jan 25, 2023 D
LIONSTONE RDP CO-INVESTMENT FUND I, L.P.
File 021-471760
$125,000 (est.)$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 disclosed in the Issuer's confidential offering materials.
CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗EDGAR ↗
Jan 5, 2023 D
LVA5 Austin 1010 Springdale REIT, LLC
File 021-469795
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 21, 2022 D/A
LIONSTONE RDP PCS PHASE I INVESTORS, L.P.
File 021-422099
$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 disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 18, 2022 D/A
LIONSTONE RDP CHANNEL HOUSE INVESTORS, L.P.
File 021-410638
$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 disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 22, 2022 D/A
LIONSTONE RDP PLATFORM INVESTORS, L.P.
File 021-403842
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 22, 2022 D/A
LIONSTONE RALEIGH DEVELOPMENT PARTNERS, L.P.
File 021-405744
$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 disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 8, 2022 D
LIONSTONE RDP TOWER V INVESTORS, L.P.
File 021-448443
$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 disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 7, 2022 D
LVA5 Redmond Phase II REIT, LLC
File 021-432620
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Feb 7, 2022 D
LVA5 Redmond Grand REIT, LLC
File 021-432619
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Feb 7, 2022 D
LVA5 Atlanta 05 Buckhead REIT, LLC
File 021-432618
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 2, 2021 D
LVA5 Raleigh Vine Holdings, LLC
File 021-423417
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 2, 2021 D
LVA5 Dallas Verandas REIT, LLC
File 021-423413
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 4, 2020 D
LVA5 El Segundo 777 Aviation Upper Holdings, LLC
File 021-382234
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Sep 24, 2020 D
Data Gumbo Corp
File 021-376282
$0$0$0None no CRD number reportedEDGAR ↗
Jun 30, 2020 D
LVA5 CO-INVESTMENT IV, L.P.
File 021-369998
$0$0$0
The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 4, 2020 D
Data Gumbo Corp
File 021-366187
$0$0$0None no CRD number reportedEDGAR ↗
Oct 30, 2019 D/A
LIONSTONE U.S. VALUE-ADD FIVE, L.P.
File 021-325162
$0$0$0
THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
May 22, 2019 D
Data Gumbo Corp
File 021-340191
$0$0$0None listed on this filingEDGAR ↗
Jan 8, 2019 D
LVA5 CO-INVESTMENT III, L.P.
File 021-329998
$0$0$0
THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Nov 14, 2018 D
Data Gumbo Corp
File 021-325837
$0$0$0n/a no CRD number reportedEDGAR ↗
Nov 14, 2018 D
Data Gumbo Corp
File 021-325849
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2018 D
LVA5 CO-INVESTMENT II, L.P.
File 021-325210
$0$0$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Nov 6, 2018 D
LVA5 CO-INVESTMENT I, L.P.
File 021-325158
$0$0$0
THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Dec 30, 2014 D
Lionstone Real Estate Venture REIT, LLC
File 021-231030
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 21, 2014 D
National Income Properties DST III
File 021-226878
$487,050 (est.)$0$1,100,206 (est.)
NATIONAL INCOME PROPERTIES DEPOSITOR III, LLC WILL BE RESPONSBILE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $795,988.
BEHRINGER SECURITIES LP BrokerCheck CRD 119539 ↗EDGAR ↗
Dec 17, 2013 D
National Income Properties DST II
File 021-208133
$118,150 (est.)$0$280,000 (est.)
National Income Properties Depositor II, LLC will be responsible for paying certain fees and costs of approximately $231,000.
Behringer Securities LP BrokerCheck CRD 119539 ↗EDGAR ↗
Jul 26, 2013 D
National Income Properties DST I
File 021-200277
$167,025 (est.)$0$483,887 (est.)
National Income Properties Depositor I, LLC will be responsible for paying certain fees and costs of approximately $383,887.
Behringer Securities LP BrokerCheck CRD 119539 ↗EDGAR ↗
Nov 14, 2012 D
Behringer Harvard Custer REIT, LLC
File 021-186939
$3,125$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 4, 2012 D
Behringer Harvard Park Crest REIT, LLC
File 021-171135
$9,375$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori D. Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 21, 2011 D
Behringer Harvard Renaissance REIT, LLC
File 021-170410
$3,125$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori D. Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Oct 5, 2011 D
Behringer Harvard Multifamily REIT II, Inc.
File 021-166803
$30,200,000 (est.)$0$0
Issuer has no paid employees. Independent directors receive an annual retainer of $15,000 (+ $5,000 annual retainer to chairman of the audit committee) + $1,000 for in-person meetings; $500 for telephonic meetings and $500 for each written consent.
Behringer Securities LP BrokerCheck CRD 119539 ↗EDGAR ↗
Jan 19, 2011 D
Behringer Harvard District REIT, LLC
File 021-153990
$3,125$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 30, 2010 D
Behringer Harvard Cherry Creek REIT, LLC
File 021-152782
$15,625 (est.)$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 1, 2010 D
BEHRINGER HARVARD CYAN REIT, LLC
File 021-138324
$3,025 (est.)$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 1, 2010 D
BEHRINGER HARVARD CALYPSO REIT, LLC
File 021-138325
$3,025 (est.)$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 1, 2010 D
BEHRINGER HARVARD SAN SEBASTIAN REIT, LLC
File 021-138326
$3,025 (est.)$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 25, 2010 D
BEHRINGER HARVARD WATERFORD PLACE REIT, LLC
File 021-138126
$3,025 (est.)$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 25, 2010 D
BEHRINGER HARVARD REDWOOD REIT, LLC
File 021-138127
$3,025 (est.)$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 25, 2010 D
Behringer Harvard Burroughs Mill REIT, LLC
File 021-138128
$3,025 (est.)$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 25, 2010 D
BEHRINGER HARVARD BRAESWOOD REIT, LLC
File 021-138129
$3,025 (est.)$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
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 40

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

LR
REITS and Finance · group: Lva5

LVA5 River Oaks James REIT, LLC

Houston, TX · Dec 19, 2024
  • Dec 19, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LM
REITS and Finance · group: Lva5

LVA5 Mezz REIT, LLC

Houston, TX · Jan 4, 2024
  • Jan 4, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LR
Pooled Investment Fund · group: Lva5

LIONSTONE RDP ST ALBANS INVESTORS, L.P.

Houston, TX · May 30, 2023
  • May 30, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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: 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.

LR
Pooled Investment Fund · group: Lva5

LIONSTONE RDP CO-INVESTMENT FUND I, L.P.

Houston, TX · Jan 25, 2023
  • Jan 25, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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: 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.

DP
Pooled Investment Fund · group: Dunes Point

Dunes Point Capital Fund III, L.P.

Rye, NY · Jan 25, 2023
  • Jan 25, 2023 · D/A · $639,791,000 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $800M from 90 investors as of the latest filing. Andrew 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: 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.

LA
REITS and Finance · group: Lva5

LVA5 Austin 1010 Springdale REIT, LLC

Houston, TX · Jan 5, 2023
  • Jan 5, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LR
Pooled Investment Fund · group: Lva5

LIONSTONE RDP PCS PHASE I INVESTORS, L.P.

Houston, TX · Nov 22, 2021 → Nov 21, 2022 · 2 filings
  • Nov 21, 2022 · D/A · $45,089,793 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 22, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $45.1M from 4 investors as of the latest filing. Andrew 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: 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.

LR
Pooled Investment Fund · group: Lva5

LIONSTONE RDP CHANNEL HOUSE INVESTORS, L.P.

Houston, TX · Aug 19, 2021 → Aug 18, 2022 · 2 filings
  • Aug 18, 2022 · D/A · $23,988,634 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 19, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $24M from 3 investors as of the latest filing. Andrew 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: 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.

LR
Pooled Investment Fund · group: Lva5

LIONSTONE RDP PLATFORM INVESTORS, L.P.

Houston, TX · Jun 22, 2021 → Jun 22, 2022 · 2 filings
  • Jun 22, 2022 · D/A · $48,818,620 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 22, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $48.8M from 3 investors as of the latest filing. Andrew 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: 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.

LR
Pooled Investment Fund · group: Lva5

LIONSTONE RALEIGH DEVELOPMENT PARTNERS, L.P.

Houston, TX · Jul 9, 2021 → Jun 22, 2022 · 2 filings
  • Jun 22, 2022 · D/A · $48,650,000 sold of $70,000,000 · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 9, 2021 · D · $0 sold of $50,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $48.6M from 3 investors (70% of the $70M target) as of the latest filing. Andrew 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: 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.

LR
Pooled Investment Fund · group: Lva5

LIONSTONE RDP TOWER V INVESTORS, L.P.

Houston, TX · Jun 8, 2022
  • Jun 8, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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: 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.

LR
REITS and Finance · group: Lva5

LVA5 Redmond Phase II REIT, LLC

Houston, TX · Feb 7, 2022
  • Feb 7, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LR
REITS and Finance · group: Lva5

LVA5 Redmond Grand REIT, LLC

Houston, TX · Feb 7, 2022
  • Feb 7, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LA
REITS and Finance · group: Lva5

LVA5 Atlanta 05 Buckhead REIT, LLC

Houston, TX · Feb 7, 2022
  • Feb 7, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LR
REITS and Finance · group: Lva5

LVA5 Raleigh Vine Holdings, LLC

Houston, TX · Dec 2, 2021
  • Dec 2, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LD
REITS and Finance · group: Lva5

LVA5 Dallas Verandas REIT, LLC

Houston, TX · Dec 2, 2021
  • Dec 2, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LE
REITS and Finance · group: Lva5

LVA5 El Segundo 777 Aviation Upper Holdings, LLC

Houston, TX · Dec 4, 2020
  • Dec 4, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

DG
Other Technology

Data Gumbo Corp

Houston, TX · Nov 14, 2018 → Sep 24, 2020 · 5 filings
  • Sep 24, 2020 · D · $5,914,465 sold of $11,804,465 · 6 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • May 4, 2020 · D · $1,750,000 sold of $3,750,000 · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • May 22, 2019 · D · $5,550,000 sold of $5,550,000 · 2 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Nov 14, 2018 · D · $1,365,000 sold of $1,365,000 · 20 investors · min. $10,000 · role: Executive Officer, Director EDGAR ↗
  • Nov 14, 2018 · D · $1,050,000 sold of $2,000,000 · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $5.91M from 20 investors (50% of the $11.8M target) as of the latest filing. Andrew is listed as executive officer, director on 5 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 Technology / 506(b) (17,390 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.

LC
Pooled Investment Fund · group: Lva5

LVA5 CO-INVESTMENT IV, L.P.

Houston, TX · Jun 30, 2020
  • Jun 30, 2020 · D · $0 sold of $150,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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: 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.

LU
Pooled Investment Fund · group: Lva5

LIONSTONE U.S. VALUE-ADD FIVE, L.P.

Houston, TX · Nov 6, 2018 → Oct 30, 2019 · 2 filings
  • Oct 30, 2019 · D/A · $220,000,000 sold of $600,000,000 · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 6, 2018 · D · $0 sold of $600,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $220M from 3 investors (37% of the $600M target) as of the latest filing. Andrew 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: 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.

LC
Pooled Investment Fund · group: Lva5

LVA5 CO-INVESTMENT III, L.P.

Houston, TX · Jan 8, 2019
  • Jan 8, 2019 · D · $0 sold of $20,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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: 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.

LC
Pooled Investment Fund · group: Lva5

LVA5 CO-INVESTMENT II, L.P.

Houston, TX · Nov 6, 2018
  • Nov 6, 2018 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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: 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.

LC
Pooled Investment Fund · group: Lva5

LVA5 CO-INVESTMENT I, L.P.

Houston, TX · Nov 6, 2018
  • Nov 6, 2018 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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: 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.

LR
REITS and Finance · group: Lva5

Lionstone Real Estate Venture REIT, LLC

Houston, TX · Dec 30, 2014
  • Dec 30, 2014 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NI
Commercial · group: Behringer Harvard

National Income Properties DST III

Addison, TX · Oct 21, 2014
  • Oct 21, 2014 · D · $525,000 sold of $5,730,000 · 1 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $525K from 1 investor (9% of the $5.73M target) as of the latest filing. Andrew 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: Commercial / 506(b) (6,713 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.

NI
Commercial · group: Behringer Harvard

National Income Properties DST II

Addison, TX · Dec 17, 2013
  • Dec 17, 2013 · D · $0 sold of $1,390,000 · 0 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer and Treasurer of the Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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: Commercial / 506(b) (6,713 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.

NI
Commercial · group: Behringer Harvard

National Income Properties DST I

Addison, TX · Jul 26, 2013
  • Jul 26, 2013 · D · $0 sold of $2,227,000 · 0 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer and Treasurer of the Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

Behringer Harvard Custer REIT, LLC

Addison, TX · Nov 14, 2012
  • Nov 14, 2012 · D · $0 sold of $62,500 · 0 investors · min. $500 · role: Executive Officer (SVP-Capital Markets of the Manager of the Manager) EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

Behringer Harvard Park Crest REIT, LLC

Addison, TX · Jan 4, 2012
  • Jan 4, 2012 · D · $183,000 sold of $187,500 · 122 investors · min. $500 · role: Executive Officer (Senior Vice President - Capital Markets of the manager of the Manager) EDGAR ↗

Raised $183K from 122 investors (98% of the $188K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

Behringer Harvard Renaissance REIT, LLC

Addison, TX · Dec 21, 2011
  • Dec 21, 2011 · D · $62,000 sold of $62,500 · 124 investors · min. $500 · role: Executive Officer (Senior Vice President - Capital Markets of the manager of the Manager) EDGAR ↗

Raised $62K from 124 investors (99% of the $63K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

Behringer Harvard Multifamily REIT II, Inc.

Addison, TX · Oct 5, 2011
  • Oct 5, 2011 · D · $0 sold of $300,000,000 · 0 investors · min. $10,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

Behringer Harvard District REIT, LLC

Addison, TX · Jan 19, 2011
  • Jan 19, 2011 · D · $50,500 sold of $62,500 · 101 investors · min. $500 · role: Executive Officer (Vice President of Manager) EDGAR ↗

Raised $51K from 101 investors (81% of the $63K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

Behringer Harvard Cherry Creek REIT, LLC

Addison, TX · Dec 30, 2010
  • Dec 30, 2010 · D · $250,000 sold of $312,500 · 100 investors · min. $2,500 · role: Executive Officer (Vice President of Manager) EDGAR ↗

Raised $250K from 100 investors (80% of the $313K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

BEHRINGER HARVARD SAN SEBASTIAN REIT, LLC

Addison, TX · Feb 1, 2010
  • Feb 1, 2010 · D · $60,500 sold of $60,500 · 121 investors · min. $500 · role: Executive Officer (VICE PRESIDENT OF BEHRINGER HARVARD SAN SEBASTIAN, LLC, THE MANAGER OF BEHRINGER HARVARD SAN SEBASTIAN VENTURE, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $61K from 121 investors (100% of the $61K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

BEHRINGER HARVARD CALYPSO REIT, LLC

Addison, TX · Feb 1, 2010
  • Feb 1, 2010 · D · $60,500 sold of $60,500 · 121 investors · min. $500 · role: Executive Officer (VICE PRESIDENT OF BEHRINGER HARVARD CALYPSO, LLC, THE MANAGER OF BEHRINGER HARVARD CALYPSO VENTURE, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $61K from 121 investors (100% of the $61K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

BEHRINGER HARVARD CYAN REIT, LLC

Addison, TX · Feb 1, 2010
  • Feb 1, 2010 · D · $60,500 sold of $60,500 · 121 investors · min. $500 · role: Executive Officer (VICE PRESIDENT OF BEHRINGER HARVARD CYAN, LLC, THE MANAGER OF BEHRINGER HARVARD CYAN VENTURE, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $61K from 121 investors (100% of the $61K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

BEHRINGER HARVARD BRAESWOOD REIT, LLC

Addison, TX · Jan 25, 2010
  • Jan 25, 2010 · D · $60,500 sold of $60,500 · 121 investors · min. $500 · role: Executive Officer (VICE PRESIDENT OF BEHRINGER HARVARD BRAESWOOD, LLC, THE MANAGER OF BEHRINGER HARVARD BRAESWOOD VENTURE, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $61K from 121 investors (100% of the $61K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

Behringer Harvard Burroughs Mill REIT, LLC

Addison, TX · Jan 25, 2010
  • Jan 25, 2010 · D · $60,500 sold of $60,500 · 121 investors · min. $500 · role: Executive Officer (VICE PRESIDENT OF BEHRINGER HARVARD BURROUGHS MILL, LLC, THE MANAGER OF BEHRINGER HARVARD BURROUGHS MILL VENTURE, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $61K from 121 investors (100% of the $61K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

BEHRINGER HARVARD REDWOOD REIT, LLC

Addison, TX · Jan 25, 2010
  • Jan 25, 2010 · D · $60,500 sold of $60,500 · 121 investors · min. $500 · role: Executive Officer (VICE PRESIDENT OF BEHRINGER HARVARD REDWOOD, LLC, THE MANAGER OF BEHRINGER HARVARD REDWOOD VENTURE, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $61K from 121 investors (100% of the $61K target) as of the latest filing. Andrew 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.

BH
REITS and Finance · group: Behringer Harvard

BEHRINGER HARVARD WATERFORD PLACE REIT, LLC

Addison, TX · Jan 25, 2010
  • Jan 25, 2010 · D · $60,500 sold of $60,500 · 121 investors · min. $500 · role: Executive Officer (VICE PRESIDENT OF BEHRINGER HARVARD WATERFORD PLACE, LLC, THE MANAGER OF BEHRINGER HARVARD WATERFORD PLACE VENTURE, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $61K from 121 investors (100% of the $61K target) as of the latest filing. Andrew 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.

Other pages with the same name (2)

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

  • Andrew E. Bruce — WI, 29 issuers, Mar 23, 2015 → Jun 3, 2026 · no shared issuer
  • Andrew R. Bruce — MA, 1 issuer, Apr 13, 2021 → Aug 4, 2023 · no shared issuer

People around Andrew 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

LV
Management entity

Lionstone VA Five, LLC

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

Listed on the same filings as Andrew Bruce. Their page shows their other deals.

LE
Management entity

LVA5 El Segundo Aggregator, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Andrew Bruce. Their page shows their other deals.

DF
Management entity

DPC Fund III GP, L.P.

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

Listed on the same filings as Andrew Bruce. Their page shows their other deals.

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

JOHN ENERSON

Executive Officer · 25 shared filings (20 issuers) · also on 2 other issuers

JOHN ENERSON is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

BRYAN SANCHEZ

Executive Officer · 23 shared filings (18 issuers)

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

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

DANIEL DUBROWSKI

Executive Officer, Promoter · 20 shared filings (15 issuers) · also on 7 other issuers

DANIEL DUBROWSKI is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

ANDREW LUSK

Executive Officer · 20 shared filings (15 issuers)

ANDREW LUSK is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

SACHIN GROVER

Executive Officer · 18 shared filings (13 issuers)

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

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

Robert S. Aisner

Executive Officer, Director · 16 shared filings (16 issuers) · also on 5 other issuers

Robert S. Aisner is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

ROBERT J. CHAPMAN

Executive Officer · 16 shared filings (16 issuers) · also on 4 other issuers

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

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

TOM PATERSON

Executive Officer · 16 shared filings (11 issuers)

TOM PATERSON is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

M. Jason Mattox

Executive Officer, Director · 13 shared filings (13 issuers) · also on 1 other issuer

M. Jason Mattox is on 14 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

DANIEL ROSENBERG

Executive Officer · 13 shared filings (13 issuers) · also on 3 other issuers

DANIEL ROSENBERG is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

HOWARD GARFIELD

Executive Officer · 13 shared filings (13 issuers) · also on 3 other issuers

HOWARD GARFIELD is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark T. Alfieri

Executive Officer · 13 shared filings (13 issuers) · also on 4 other issuers

Mark T. Alfieri is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

JANE PAGE

Executive Officer, Director · 13 shared filings (12 issuers) · also on 1 other issuer

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

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

Robert T. Poynter

Executive Officer · 12 shared filings (12 issuers) · also on 3 other issuers

Robert T. Poynter is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Ross P. Odland

Executive Officer · 12 shared filings (12 issuers) · also on 3 other issuers

Ross P. Odland is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

BAILEY JONES

Executive Officer · 10 shared filings (8 issuers)

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

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

GARY S. BRESKY

Executive Officer · 9 shared filings (9 issuers) · also on 1 other issuer

GARY S. BRESKY 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

GERALD J. REIHSEN, III

Executive Officer · 9 shared filings (9 issuers) · also on 1 other issuer

GERALD J. REIHSEN, III is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

GLENN LOWENSTEIN

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

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

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

THOMAS BACON

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

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

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

Ove Sandve

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Andrew Bruce. Their page shows their other deals.

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

FAITH HINDMAN

Executive Officer · 5 shared filings (5 issuers)

FAITH HINDMAN is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

William Fox

Executive Officer, Director · 5 shared filings (1 issuer)

Listed on the same filings as Andrew Bruce. Their page shows their other deals.

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

Michael J. O'Hanlon

Director, Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Andrew Bruce. Their page shows their other deals.

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

Michael D Cohen

Executive Officer · 3 shared filings (3 issuers) · also on 6 other issuers

Michael D Cohen is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Bradford L. Watt

Executive Officer · 3 shared filings (3 issuers) · also on 4 other issuers

Bradford L. Watt is on 7 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

James A. Fadley

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

James A. Fadley is on 6 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

L
Sponsor group

Lva5

30 issuers · 35 filings · $986.4M reported sold · 2010–2024

One team, 30 deal companies. Andrew Bruce is listed on 22 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 ANDREW BRUCE.

BH
Sponsor group

Behringer Harvard

24 issuers · 25 filings · $12.2M reported sold · 2010–2025

One team, 24 deal companies. Andrew Bruce is listed on 16 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 ANDREW BRUCE.

DP
Sponsor group

Dunes Point

8 issuers · 16 filings · $3.23B reported sold · 2017–2026

One team, 8 deal companies. Andrew Bruce is listed on 1 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 ANDREW BRUCE.

Same business address

51 other issuers file from the same address (first 50 shown)

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

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 40 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 1 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to ANDREW BRUCE 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 40 issuers this person is listed on — 1 issuer has property records: BEHRINGER HARVARD BRAESWOOD REIT, LLC (1).

Public profiles and social

Websites and social links of the issuers Andrew Bruce is listed on: none on file. No website or social profile named in Dunes Point Capital Fund III, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #105,381 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 (Rye, NY). 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) ↗Texas re:SearchTX court records ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

Texas Secretary of State business search ↗New York Secretary of State business search ↗OpenCorporates ↗

Change history

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