Sponsor Check › Person
Related person on Form D filings · address state as listed: TX · listed Jun 19, 2017 → Oct 14, 2025
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet
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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 23, 2026, 11:55 PM 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.
8 of 19 offerings report sales commissions totalling $13,461,104; 0 report finder's fees; 3 report proceeds to related persons totalling $2,095,666. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Mar 2, 2026 D/A File 021-286326 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) |
| EDGAR ↗ | Jan 21, 2026 D/A File 021-195917 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ Invesco Hong Kong Limited BrokerCheck CRD 109923 ↗ |
| EDGAR ↗ | Dec 23, 2025 D/A File 021-69951 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ Invesco Hong Kong Limited BrokerCheck CRD 109923 ↗ |
| EDGAR ↗ | Oct 14, 2025 D/A File 021-551870 | $5,219,354 (est.) | $0 (est.) | $869,892 (est.) Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons. | Beth Veloz BrokerCheck CRD 6221867 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ |
| EDGAR ↗ | Jul 15, 2025 D/A File 021-531748 | $5,998,697 (est.) | $0 (est.) | $856,956 (est.) Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons. | Matt Terwilliger BrokerCheck CRD 6010823 ↗ via Sanctuary Securities, Inc. (CRD 205 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) Lance Stafford BrokerCheck CRD 2900449 ↗ via Arkadios Capital (CRD 282710 ↗) Orrin Barrow BrokerCheck CRD 6784158 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Joe Nugent BrokerCheck CRD 4019776 ↗ via Arkadios Capital (CRD 282710 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ |
| EDGAR ↗ | Dec 20, 2024 D/A File 021-494164 | $2,212,903 (est.) | $0 (est.) | $368,818 (est.) Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons. | Richard Gann BrokerCheck CRD 4623806 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) William Aubry Morrow BrokerCheck CRD 836500 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Realized Financial, Inc. BrokerCheck CRD 22333 ↗ Steve Filiaci BrokerCheck CRD 3016353 ↗ via Sanctuary Securities, Inc. (CRD 205 ↗) |
| EDGAR ↗ | Nov 15, 2023 D File 021-497240 | $5,850 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Jun 26, 2023 D File 021-485136 | $5,550 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Jan 10, 2023 D/A File 021-406175 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) |
| EDGAR ↗ | Dec 30, 2022 D File 021-469304 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) |
| EDGAR ↗ | Sep 7, 2022 D File 021-458254 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ |
| EDGAR ↗ | Jul 12, 2022 D File 021-451899 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ |
| EDGAR ↗ | Jan 20, 2021 D File 021-386852 | $6,250 | $0 | $0 | Charles 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 ↗ | May 16, 2019 D File 021-339811 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) |
| EDGAR ↗ | Jan 24, 2019 D/A File 021-289010 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) |
| EDGAR ↗ | Jan 24, 2019 D File 021-331326 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) |
| EDGAR ↗ | Jan 18, 2019 D/A File 021-302863 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) |
| EDGAR ↗ | Nov 13, 2017 D File 021-298539 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Nov 13, 2017 D File 021-298544 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
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 ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty Inc. | Mar 2, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $2,141,342,095 | 36 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Jan 21, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $4,371,351,222 | 75 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Dec 23, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $12,592,161,171 | 306 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | IREX III Industrial Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Oct 14, 2025 | D/A | $86,989,247 similar: $1,815,000–$10,000,000 | $75,158,458 | 99 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX III Industrial Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Oct 3, 2025 | D/A | $86,989,247 similar: $1,815,000–$10,000,000 | $52,496,137 | 74 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX III Industrial Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Sep 19, 2025 | D/A | $86,989,247 similar: $1,815,000–$10,000,000 | $39,666,686 | 82 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX III Industrial Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Sep 4, 2025 | D/A | $86,989,247 similar: $1,815,000–$10,000,000 | $29,297,968 | 44 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX III Industrial Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Aug 11, 2025 | D/A | $86,989,247 similar: $1,815,000–$10,000,000 | $20,880,872 | 26 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX III Industrial Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Jul 31, 2025 | D/A | $86,989,247 similar: $1,815,000–$10,000,000 | $9,179,784 | 16 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Jul 29, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,811,101,812 | 51 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Jul 29, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,604,075,207 | 173 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty Inc. | Jul 29, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,133,615,425 | 32 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Jul 25, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,604,075,207 | 173 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Jul 25, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,811,101,812 | 51 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty Inc. | Jul 25, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,133,615,425 | 36 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | IREX III Industrial Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Jul 15, 2025 | D | $86,989,247 similar: $1,815,000–$10,000,000 | $528,162 | 2 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX II Storage Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Jul 15, 2025 | D/A | $85,695,652 similar: $1,815,000–$10,000,000 | $80,663,234 | 70 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX II Storage Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Apr 9, 2025 | D/A | $85,695,652 similar: $1,815,000–$10,000,000 | $73,482,965 | 53 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX II Storage Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Mar 27, 2025 | D/A | $85,695,652 similar: $1,815,000–$10,000,000 | $49,479,428 | 40 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX II Storage Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Mar 14, 2025 | D/A | $85,695,652 similar: $1,815,000–$10,000,000 | $46,034,929 | 33 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX II Storage Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Feb 10, 2025 | D/A | $85,695,652 similar: $1,815,000–$10,000,000 | $39,188,405 | 24 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX II Storage Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Jan 24, 2025 | D/A | $85,695,652 similar: $1,815,000–$10,000,000 | $15,734,970 | 12 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX II Storage Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Jan 10, 2025 | D/A | $85,695,652 similar: $1,815,000–$10,000,000 | $12,516,512 | 6 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX Industrial Portfolio I DST group: Invesco | Executive Officer President of the Manager of the Issuer | Dec 20, 2024 | D/A | $36,881,720 similar: $1,815,000–$10,000,000 | $34,877,026 | 56 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX II Storage Portfolio DST group: Invesco | Executive Officer President of the Manager of the Issuer | Dec 11, 2024 | D | $85,695,652 similar: $1,815,000–$10,000,000 | $817,447 | 2 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX Industrial Portfolio I DST group: Invesco | Executive Officer President of the Manager of the Issuer | Nov 7, 2024 | D/A | $36,881,720 similar: $1,815,000–$10,000,000 | $29,094,445 | 51 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX Industrial Portfolio I DST group: Invesco | Executive Officer President of the Manager of the Issuer | Oct 11, 2024 | D/A | $36,881,720 similar: $1,815,000–$10,000,000 | $26,384,915 | 46 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX Industrial Portfolio I DST group: Invesco | Executive Officer President of the Manager of the Issuer | Sep 27, 2024 | D/A | $36,881,720 similar: $1,815,000–$10,000,000 | $24,793,036 | 43 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX Industrial Portfolio I DST group: Invesco | Executive Officer President of the Manager of the Issuer | Jul 26, 2024 | D/A | $36,881,720 similar: $1,815,000–$10,000,000 | $22,715,723 | 37 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty Inc. | Jul 26, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,950,600,000 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Jul 25, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,511,575,207 | 173 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Jul 25, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,039,091,812 | 46 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | IREX Industrial Portfolio I DST group: Invesco | Executive Officer President of the Manager of the Issuer | Jun 21, 2024 | D/A | $36,881,720 similar: $1,815,000–$10,000,000 | $18,775,964 | 30 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX Industrial Portfolio I DST group: Invesco | Executive Officer President of the Manager of the Issuer | May 30, 2024 | D/A | $36,881,720 similar: $1,815,000–$10,000,000 | $17,917,263 | 28 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX Industrial Portfolio I DST group: Invesco | Executive Officer President of the Manager of the Issuer | May 6, 2024 | D/A | $36,881,720 similar: $1,815,000–$10,000,000 | $16,359,431 | 24 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | IREX Industrial Portfolio I DST group: Invesco | Executive Officer President of the Manager of the Issuer | Apr 8, 2024 | D/A | $36,881,720 similar: $1,815,000–$10,000,000 | $14,455,873 | 20 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Feb 7, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,970,091,812 | 43 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Feb 7, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,511,575,207 | 173 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Commercial Real Estate Finance Trust, Inc. group: Invesco | Executive Officer, Director Chief Executive Officer | Nov 15, 2023 | D | $128,128 similar: $125,000–$125,000 | $119,928 | 117 similar: 124–125 | $1,025 similar: $1,000–$1,000 |
| EDGAR ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty Inc. | Jul 31, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,892,600,000 | 24 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Commercial Real Estate Finance Trust, Inc. group: Invesco | Executive Officer, Director Chief Executive Officer | Jun 26, 2023 | D | $134,375 similar: $125,000–$125,000 | $119,325 | 111 similar: 124–125 | $1,075 similar: $1,000–$1,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Feb 7, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,511,575,207 | 173 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Feb 7, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,770,091,812 | 40 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Real Estate U.S. Fund VI, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jan 10, 2023 | D/A | Indefinite similar: $500,000–$16,420,250 | $1,783,335,000 | 29 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | IRE U.S. Fund VI Blocker, LLC group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Dec 30, 2022 | D | Indefinite similar: $500,000–$16,420,250 | $410,000,000 | 2 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | IRE U.S. Fund VI Feeder, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Sep 7, 2022 | D | Indefinite similar: $500,000–$16,420,250 | $310,000,000 | 2 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | IRE U.S. Fund VI Employee Feeder, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jul 12, 2022 | D | Indefinite similar: $500,000–$16,420,250 | $2,335,000 | 31 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Invesco Real Estate U.S. Fund VI, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty Inc. | Jul 12, 2022 | D/A | Indefinite similar: $500,000–$16,420,250 | $1,296,335,000 | 27 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Jan 31, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,027,021,812 | 31 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Jan 31, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,340,005,207 | 172 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Real Estate U.S. Fund VI, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty Inc. | Jul 14, 2021 | D | Indefinite similar: $500,000–$16,420,250 | $692,500,000 | 9 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty Inc. | May 26, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,632,600,000 | 18 similar: 4–27 | $3,157,895 similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Feb 1, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,639,285,207 | 172 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Executive Vice President of Invesco Realty, Inc. | Feb 1, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,254,129,302 | 24 similar: 4–27 | $500,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Crystal REIT Investors, LLC group: Invesco | Executive Officer Vice President and Assistant Secretary | Jan 20, 2021 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty Inc. | Jun 19, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,572,600,000 | 16 similar: 4–27 | $3,157,895 similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jan 30, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,023,360,577 | 19 similar: 4–27 | $500,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jan 30, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,063,135,207 | 150 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty Inc. | Jun 26, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,265,000,000 | 14 similar: 4–27 | $1,578,947 similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco ESC Strategic Opportunities III, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | May 16, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Income Fund, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Feb 1, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $834,510,577 | 17 similar: 4–27 | $500,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Core Real Estate - U.S.A., L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Feb 1, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $8,707,014,614 | 133 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco ESC U.S. Value-Add Fund V, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jan 24, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Value-Add Fund V, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jan 24, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $700,000,000 | 15 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Strategic Opportunities III, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jan 18, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $205,000,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Value-Add Fund V, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jan 11, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $594,444,444 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Strategic Opportunities III, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jan 10, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco CMI REIT, LLC group: Invesco | Executive Officer Proper Officer of Invesco Commercial Mortgage Income Fund HoldCo GP, LLC | Nov 13, 2017 | D | $62,500 similar: $125,000–$125,000 | $62,500 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 |
| EDGAR ↗ | AXIS CMI REIT, LLC group: Invesco | Executive Officer Vice President of Invesco Realty Inc. | Nov 13, 2017 | D | $62,500 similar: $125,000–$125,000 | $62,500 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 |
| EDGAR ↗ | Invesco U.S. Value-Add Fund V, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Oct 20, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $215,000,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty Inc. | Oct 2, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $595,000,000 | 9 similar: 4–27 | $10,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco Commercial Mortgage Income - U.S. Fund, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty Inc. | Aug 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Invesco U.S. Value-Add Fund V, L.P. group: Invesco | Executive Officer Vice President of Invesco Realty, Inc. | Jun 19, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
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: Pooled Investment Fund / 506(c) (8,096 filings); Commercial / 506(b) (6,713 filings); Pooled Investment Fund / 506(b) (83,801 filings); 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.
Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as Bert Crouch. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
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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