Sponsor Check › Person
Related person on Form D filings · address state as listed: WI · listed May 16, 2022 → Mar 19, 2024
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 12:07 AM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:07 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
No SEC search has run yet for this person.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:07 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
3 of 3 offerings report sales commissions totalling $9,668,101; 0 report finder's fees; 3 report proceeds to related persons totalling $19,641,937. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Mar 19, 2024 D/A File 021-470004 | $4,599,563 (est.) | $0 | $9,609,687 (est.) BT Mankato Student Housing Depositor, LLC is required to pay approximately $7,241,312 in costs and expenses related to the offering and acquisition of the property. | GREEN VISTA CAPITAL, LLC BrokerCheck CRD 293630 ↗ Daniel Coral Goodwin BrokerCheck CRD 5752768 ↗ via AAG CAPITAL, INC. (CRD 188 ↗) CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗ DAI SECURITIES, LLC BrokerCheck CRD 36673 ↗ DFPG INVESTMENTS, LLC BrokerCheck CRD 155576 ↗ Kristin Marie Pearson BrokerCheck CRD 4522677 ↗ via INVICTA CAPITAL LLC (CRD 288101 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via WEALTHFORGE SECURITIES, LLC (CRD 152550 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Realized Financial, Inc. (CRD 22333 ↗) |
| EDGAR ↗ | Oct 11, 2022 D File 021-461217 | $2,486,250 (est.) | $0 | $4,947,250 (est.) BT Ames Student Housing Depositor, LLC is required to pay approximately $3,722,250 in costs and expenses related to the offering and acquisition of the property. | Orchard Securities, LLC BrokerCheck CRD 866719 ↗ |
| EDGAR ↗ | May 16, 2022 D File 021-445702 | $2,582,288 (est.) | $0 | $5,085,000 (est.) BT Student Housing Depositor, LLC is required to pay approximately $3,735,000 in costs and expenses related to the offering and acquisition of the property. | Orchard Securities, LLC BrokerCheck CRD 133378 ↗ Tim Clairmont BrokerCheck CRD 2847591 ↗ via ClearFP Securities, LLC (CRD 312370 ↗) Daniel Raupp BrokerCheck CRD 4079107 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Jamie Furlong BrokerCheck CRD 6930080 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Jeffrey Kiesnoski BrokerCheck CRD 2688017 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Justin Kiehne BrokerCheck CRD 7076691 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Raymond DeWitt BrokerCheck CRD 2894063 ↗ via Concorde Investments Services, LLC (CRD 151604 ↗) Jonathan R Creighton BrokerCheck CRD 1495897 ↗ via DAI Securities, LLC (CRD 36673 ↗) Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗ via DAI SECURITIES, LLC (CRD 36673 ↗) Michael Edward O'Toole BrokerCheck CRD 6336251 ↗ via DAI SECURITIES, LLC (CRD 36673 ↗) Amy Leeds BrokerCheck CRD 6807268 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Jeffrey Bangerter BrokerCheck CRD 1687028 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Colin Mansfield BrokerCheck CRD 4643275 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Darren Speight BrokerCheck CRD 5347461 ↗ via DFPG Investments, LLC (CRD 155576 ↗) James Raine BrokerCheck CRD 2360466 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Michael Franklin BrokerCheck CRD 5390262 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Scott Sheehan BrokerCheck CRD 2328614 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Taylor Ashland BrokerCheck CRD 5732470 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Tony Nijmeh BrokerCheck CRD 2314585 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Ian McElreath BrokerCheck CRD 4754189 ↗ via Emerson Equity LLC (CRD 130032 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | BT Mankato Student Housing DST group: Edelman | Promoter | Mar 19, 2024 | D/A | $49,725,000 similar: $4,000,000–$20,000,000 | $17,060,568 | 52 similar: 4–46 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BT Mankato Student Housing DST group: Edelman | Promoter | Aug 29, 2023 | D/A | $49,725,000 similar: $1,675,000–$12,980,153 | $2,466,232 | 5 similar: 5–37 | $100,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BT Mankato Student Housing DST group: Edelman | Promoter | Jan 9, 2023 | D | $49,000,000 similar: $1,675,000–$12,980,153 | $0 | 0 similar: 5–37 | $100,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BT Ames Student Housing DST group: Edelman | Executive Officer | Oct 11, 2022 | D | $25,500,000 similar: $1,675,000–$12,980,153 | $0 | 0 similar: 5–37 | $100,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BT Bloomington Student Housing DST group: Edelman | Promoter | May 16, 2022 | D | $26,485,000 similar: $1,675,000–$12,980,153 | $15,528,989 | 41 similar: 5–37 | $100,000 similar: $25,000–$86,942 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(c) (1,237 filings); Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as Angela MacPhee. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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