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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:54 AM ET

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Andrew Terris

Named as an officer, director or promoter on SEC Form D filings · MA · Dec 4, 2018 → Jan 7, 2026

11deals (issuers)
$1.25Mreported sold
1,250investors
11Form D filings
2018–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:42 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Andrew Terris is listed as an executive officer and director on 11 SEC Form D filings by 11 issuers between Dec 2018 and Jan 2026. Largest by amount reported sold: Atlantic Self Storage VIII REIT, LLC (Boston, MA — reits and finance — 2023; $125K reported sold to 125 investors), Atlantic SCIND REIT II, LLC (Boston, MA — reits and finance — 2021; $125K reported sold to 125 investors), Atlantic Self Storage VII REIT, LLC (Boston, MA — reits and finance — 2021; $125K reported sold to 125 investors), Atlantic Oliver REIT II, LLC (Boston, MA — reits and finance — 2021; $125K reported sold to 125 investors), Atlantic SCIND REIT, LLC (Boston, MA — reits and finance — 2020; $125K reported sold to 125 investors) and 6 more (all listed below).

What this means That is a lot of deals — 11 separate companies raised money with this person listed as executive officer and director, over about 8 years. Across those companies the filings report $1.25M sold in total.

Listed alongside Daniel W. Cummings (11 shared filings), Michael M. Epstein (10 shared filings), Ben Brady (1 shared filing), Joseph N. Marconi (1 shared filing), Kavindi Wickremage (1 shared filing) and 1 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 4 sponsor groups: Atlantic Self Storage (5 issuers, $625K reported sold, 2018–2023), Atlantic Scind (2 issuers, $250K reported sold, 2020–2021), Coral Living (7 issuers, $750K reported sold, 2018–2026) and Atlantic Oliver (2 issuers, $250K reported sold, 2019–2021).

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) — 1 court case matching the name, 1 SEC release, 11 bankruptcy cases matching the name listed in Key records below.

What this means 13 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.

What the community is saying

Community search for Andrew Terris has not run yet — it is joining a line of 43,214 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 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

1 case: 1 dismissed

TERRIS, PRAVLIK & MILLIAN, LLP v. CENTERS FOR MEDICARE & MEDICAID SERVICES dismissed
District Court, District of Columbia · No. 1:10-cv-00951 · Filed Jun 9, 2010 · Closed Oct 18, 2010 · Nature of suit: Freedom of Information Act · Cause: 05:552 Freedom of Information Act
Role of TERRIS, PRAVLIK & MILLIAN, LLP: Plaintiff · Outcome: Terminated 2010-10-18 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); different first name (pravlik); court in DC (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, 2:42 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

1 SEC release

Richard M. Kirsch and Adam Terris Litigation release
SEC · Sep 10, 2020 · Parties as named in the release: Richard M. Kirsch and Adam Terris Read the release ↗
same rare surname (4 people in Form D filings); different first name (adam); the person's filing state is not named
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 Terris..

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

11 cases: 1 open, 10 closed (disposition not in docket feed)

Alec Terris Lewis and Ann Marie Feeney-Lewis open
United States Bankruptcy Court, W.D. Washington · No. 24-41405 · Filed Jun 26, 2024
Role of Alec Terris Lewis and Ann Marie Feeney-Lewis: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); different first name (alec); court in WA (not a filing state)
Adrienne Terris Miller closed
United States Bankruptcy Court, D. South Carolina · No. 15-03315 · Filed Jun 23, 2015 · Closed Oct 6, 2015
Role of Adrienne Terris Miller: Debtor · Outcome: Case closed 2015-10-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); different first name (adrienne); court in SC (not a filing state)
BOBBY LEVELL WILLIAMS and TERRIS TOWANDA WILLIAMS closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:14-bk-01912 · Filed Mar 10, 2014 · Closed Jul 17, 2014
Role of BOBBY LEVELL WILLIAMS and TERRIS TOWANDA WILLIAMS: Debtor · Outcome: Case closed 2014-07-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); surname only in the caption; court in TN (not a filing state)
Shannon Terris Thompson and Katie Lynn Thompson closed
United States Bankruptcy Court, D. Minnesota · No. 13-40127 · Filed Jan 11, 2013 · Closed Jan 7, 2015
Role of Shannon Terris Thompson and Katie Lynn Thompson: Debtor · Outcome: Case closed 2015-01-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); different first name (shannon); court in MN (not a filing state)
Shannon Terris Thompson and Katie Lynn Thompson closed
United States Bankruptcy Court, D. Minnesota · No. 12-60753 · Filed Aug 29, 2012 · Closed Sep 21, 2012
Role of Shannon Terris Thompson and Katie Lynn Thompson: Debtor · Outcome: Case closed 2012-09-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); different first name (shannon); court in MN (not a filing state)
Michael Terris McGill closed
United States Bankruptcy Court, D. Maryland · No. 05-28685 · Filed Aug 22, 2005 · Closed Jul 22, 2008
Role of Michael Terris McGill: Debtor · Outcome: Case closed 2008-07-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); different first name (michael); court in MD (not a filing state)
Christopher Scott Garrett and Terris Ann Garrett closed
United States Bankruptcy Court, E.D. Tennessee · No. 3:98-bk-30267 · Filed Jan 20, 1998 · Closed Mar 10, 2004
Role of Christopher Scott Garrett and Terris Ann Garrett: Debtor · Outcome: Case closed 2004-03-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); surname only in the caption; court in TN (not a filing state)
Terris Glen Pieczonka and Kimberly Denen Grant closed
United States Bankruptcy Court, S.D. Texas · No. 97-52891 · Filed Dec 22, 1997 · Closed May 11, 1998
Role of Terris Glen Pieczonka and Kimberly Denen Grant: Debtor · Outcome: Case closed 1998-05-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); surname only in the caption; court in TX (not a filing state)
Robert Terris Whitehead, Jr. closed
United States Bankruptcy Court, N.D. Georgia · No. 97-75123 · Filed Aug 26, 1997 · Closed Jan 29, 1998
Role of Robert Terris Whitehead, Jr.: Debtor · Outcome: Case closed 1998-01-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); different first name (robert); court in GA (not a filing state)
Paul Morgan and Terris L. Morgan closed
United States Bankruptcy Court, M.D. Florida · No. 8:95-bk-07497 · Filed Jul 27, 1995 · Closed Nov 3, 1995
Role of Paul Morgan and Terris L. Morgan: Debtor · Outcome: Case closed 1995-11-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); surname only in the caption; court in FL (not a filing state)
Nicholas Terris Morgan closed
United States Bankruptcy Court, M.D. Florida · No. 3:86-bk-00170 · Filed Feb 18, 1986 · Closed Oct 2, 1986
Role of Nicholas Terris Morgan: Debtor · Outcome: Case closed 1986-10-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 21 federal dockets); different first name (nicholas); court in FL (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, 2:42 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

No differences found between the public filings we have for Andrew Terris (compared 11 filings on Oct 24, 2026).

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

10 of 11 offerings report sales commissions totalling $62,500; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 7, 2026 D
Bain Capital Real Estate Retail Core Plus Club, L.P.
File 021-569236
$0$0$0None listed on this filingEDGAR ↗
Nov 28, 2023 D
Atlantic Self Storage VIII REIT, LLC
File 021-498172
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 3, 2021 D
Atlantic SCIND REIT II, LLC
File 021-423614
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 3, 2021 D
Atlantic Self Storage VII REIT, LLC
File 021-423654
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 3, 2021 D
Atlantic Oliver REIT II, LLC
File 021-423665
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 20, 2020 D
Atlantic SCIND REIT, LLC
File 021-381141
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 20, 2019 D
Atlantic Self Storage VI REIT, LLC
File 021-356121
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 27, 2019 D
Atlantic NWI REIT, LLC
File 021-354404
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 27, 2019 D
Atlantic Self Storage V REIT, LLC
File 021-354394
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 20, 2018 D
Atlantic Self Storage II REIT, LLC
File 021-328669
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 4, 2018 D
Atlantic Oak II REIT, LLC
File 021-327106
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via Patrick J. Whelchel (CRD 113794 ↗)

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

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
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 11

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

BC
Pooled Investment Fund · group: Coral Living

Bain Capital Real Estate Retail Core Plus Club, L.P.

Boston, MA · Jan 7, 2026
  • Jan 7, 2026 · 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.

AS
REITS and Finance · group: Atlantic Self Storage

Atlantic Self Storage VIII REIT, LLC

Boston, MA · Nov 28, 2023
  • Nov 28, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

AO
REITS and Finance · group: Atlantic Oliver

Atlantic Oliver REIT II, LLC

Boston, MA · Dec 3, 2021
  • Dec 3, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

AS
REITS and Finance · group: Atlantic Self Storage

Atlantic Self Storage VII REIT, LLC

Boston, MA · Dec 3, 2021
  • Dec 3, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

AS
REITS and Finance · group: Atlantic Scind

Atlantic SCIND REIT II, LLC

Boston, MA · Dec 3, 2021
  • Dec 3, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

AS
REITS and Finance · group: Atlantic Scind

Atlantic SCIND REIT, LLC

Boston, MA · Nov 20, 2020
  • Nov 20, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

AS
REITS and Finance · group: Atlantic Self Storage

Atlantic Self Storage VI REIT, LLC

Boston, MA · Dec 20, 2019
  • Dec 20, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

AN
REITS and Finance

Atlantic NWI REIT, LLC

Boston, MA · Nov 27, 2019
  • Nov 27, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

AS
REITS and Finance · group: Atlantic Self Storage

Atlantic Self Storage V REIT, LLC

Boston, MA · Nov 27, 2019
  • Nov 27, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

AS
REITS and Finance · group: Atlantic Self Storage

Atlantic Self Storage II REIT, LLC

Boston, MA · Dec 20, 2018
  • Dec 20, 2018 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

AO
REITS and Finance

Atlantic Oak II REIT, LLC

Boston, MA · Dec 4, 2018
  • Dec 4, 2018 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Andrew is listed as director.

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.

People around Andrew 6

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

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

Daniel W. Cummings

Director, Executive Officer · 11 shared filings (11 issuers) · also on 50 other issuers

Daniel W. Cummings is on 61 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael M. Epstein

Director · 10 shared filings (10 issuers) · also on 26 other issuers

Michael M. Epstein is on 36 issuers in total — a repeat sponsor. Their page lists every one.

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

Joseph N. Marconi

Executive Officer · 1 shared filing (1 issuer) · also on 14 other issuers

Joseph N. Marconi is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Ben Brady

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

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

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

Kavindi Wickremage

Executive Officer · 1 shared filing (1 issuer) · also on 6 other issuers

Kavindi Wickremage is on 7 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

RYAN COTTON

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

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

The team behind the deals

AS
Sponsor group

Atlantic Self Storage

5 issuers · 5 filings · $625K reported sold · 2018–2023

One team, 5 deal companies. Andrew Terris is listed on 5 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 Terris.

AS
Sponsor group

Atlantic Scind

2 issuers · 2 filings · $250K reported sold · 2020–2021

One team, 2 deal companies. Andrew Terris 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 Andrew Terris.

CL
Sponsor group

Coral Living

7 issuers · 7 filings · $750K reported sold · 2018–2026

One team, 7 deal companies. Andrew Terris 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 Terris.

AO
Sponsor group

Atlantic Oliver

2 issuers · 2 filings · $250K reported sold · 2019–2021

One team, 2 deal companies. Andrew Terris 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 Terris.

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); 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 11 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Andrew Terris 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 11 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Andrew Terris is listed on: none on file. No website or social profile named in Atlantic Self Storage VIII REIT, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #111,825 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 (Boston, MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Massachusetts MassCourts ↗

Securities regulators

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

Business registries

Massachusetts Secretary of State business search ↗OpenCorporates ↗

Change history

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