PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:10 AM ET

Sponsor Check › Person

Bert Crouch

Related person on Form D filings · address state as listed: TX · listed Jun 19, 2017 → Oct 14, 2025

18issuers
73Form D filings
2017–2025years listed

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

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

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 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.

2. Regulatory actions

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.

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3. Bankruptcies

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 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.

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

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)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Mar 2, 2026 D/A
File 021-286326
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗Jan 21, 2026 D/A
File 021-195917
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
Invesco Hong Kong Limited BrokerCheck CRD 109923 ↗
EDGAR ↗Dec 23, 2025 D/A
File 021-69951
$0$0$0Invesco 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$0ICA, LLC BrokerCheck CRD 145235 ↗
EDGAR ↗Jun 26, 2023 D
File 021-485136
$5,550$0$0ICA, LLC BrokerCheck CRD 145235 ↗
EDGAR ↗Jan 10, 2023 D/A
File 021-406175
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗Dec 30, 2022 D
File 021-469304
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗Sep 7, 2022 D
File 021-458254
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
EDGAR ↗Jul 12, 2022 D
File 021-451899
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
EDGAR ↗Jan 20, 2021 D
File 021-386852
$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 ↗May 16, 2019 D
File 021-339811
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗Jan 24, 2019 D/A
File 021-289010
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗Jan 24, 2019 D
File 021-331326
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗Jan 18, 2019 D/A
File 021-302863
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗Nov 13, 2017 D
File 021-298539
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗
EDGAR ↗Nov 13, 2017 D
File 021-298544
$6,250$0$0Iroquois 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).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗Invesco Commercial Mortgage Income - U.S. Fund, L.P.
group: Invesco
Executive Officer
Executive Vice President of Invesco Realty Inc.
Mar 2, 2026D/AIndefinite
similar: $500,000–$16,420,250
$2,141,342,09536
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, 2026D/AIndefinite
similar: $500,000–$16,420,250
$4,371,351,22275
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, 2025D/AIndefinite
similar: $500,000–$16,420,250
$12,592,161,171306
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, 2025D/A$86,989,247
similar: $1,815,000–$10,000,000
$75,158,45899
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, 2025D/A$86,989,247
similar: $1,815,000–$10,000,000
$52,496,13774
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, 2025D/A$86,989,247
similar: $1,815,000–$10,000,000
$39,666,68682
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, 2025D/A$86,989,247
similar: $1,815,000–$10,000,000
$29,297,96844
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, 2025D/A$86,989,247
similar: $1,815,000–$10,000,000
$20,880,87226
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, 2025D/A$86,989,247
similar: $1,815,000–$10,000,000
$9,179,78416
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, 2025D/AIndefinite
similar: $155,000–$5,250,000
$3,811,101,81251
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, 2025D/AIndefinite
similar: $155,000–$5,250,000
$10,604,075,207173
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, 2025D/AIndefinite
similar: $155,000–$5,250,000
$2,133,615,42532
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, 2025D/AIndefinite
similar: $155,000–$5,250,000
$10,604,075,207173
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, 2025D/AIndefinite
similar: $155,000–$5,250,000
$3,811,101,81251
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, 2025D/AIndefinite
similar: $155,000–$5,250,000
$2,133,615,42536
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, 2025D$86,989,247
similar: $1,815,000–$10,000,000
$528,1622
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, 2025D/A$85,695,652
similar: $1,815,000–$10,000,000
$80,663,23470
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, 2025D/A$85,695,652
similar: $1,815,000–$10,000,000
$73,482,96553
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, 2025D/A$85,695,652
similar: $1,815,000–$10,000,000
$49,479,42840
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, 2025D/A$85,695,652
similar: $1,815,000–$10,000,000
$46,034,92933
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, 2025D/A$85,695,652
similar: $1,815,000–$10,000,000
$39,188,40524
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, 2025D/A$85,695,652
similar: $1,815,000–$10,000,000
$15,734,97012
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, 2025D/A$85,695,652
similar: $1,815,000–$10,000,000
$12,516,5126
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, 2024D/A$36,881,720
similar: $1,815,000–$10,000,000
$34,877,02656
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, 2024D$85,695,652
similar: $1,815,000–$10,000,000
$817,4472
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, 2024D/A$36,881,720
similar: $1,815,000–$10,000,000
$29,094,44551
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, 2024D/A$36,881,720
similar: $1,815,000–$10,000,000
$26,384,91546
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, 2024D/A$36,881,720
similar: $1,815,000–$10,000,000
$24,793,03643
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, 2024D/A$36,881,720
similar: $1,815,000–$10,000,000
$22,715,72337
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, 2024D/AIndefinite
similar: $155,000–$5,250,000
$1,950,600,00026
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, 2024D/AIndefinite
similar: $155,000–$5,250,000
$10,511,575,207173
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, 2024D/AIndefinite
similar: $155,000–$5,250,000
$3,039,091,81246
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, 2024D/A$36,881,720
similar: $1,815,000–$10,000,000
$18,775,96430
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, 2024D/A$36,881,720
similar: $1,815,000–$10,000,000
$17,917,26328
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, 2024D/A$36,881,720
similar: $1,815,000–$10,000,000
$16,359,43124
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, 2024D/A$36,881,720
similar: $1,815,000–$10,000,000
$14,455,87320
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, 2024D/AIndefinite
similar: $155,000–$5,250,000
$2,970,091,81243
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, 2024D/AIndefinite
similar: $155,000–$5,250,000
$10,511,575,207173
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, 2023D$128,128
similar: $125,000–$125,000
$119,928117
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, 2023D/AIndefinite
similar: $155,000–$5,250,000
$1,892,600,00024
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, 2023D$134,375
similar: $125,000–$125,000
$119,325111
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, 2023D/AIndefinite
similar: $155,000–$5,250,000
$10,511,575,207173
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, 2023D/AIndefinite
similar: $155,000–$5,250,000
$2,770,091,81240
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, 2023D/AIndefinite
similar: $500,000–$16,420,250
$1,783,335,00029
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, 2022DIndefinite
similar: $500,000–$16,420,250
$410,000,0002
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, 2022DIndefinite
similar: $500,000–$16,420,250
$310,000,0002
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, 2022DIndefinite
similar: $500,000–$16,420,250
$2,335,00031
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, 2022D/AIndefinite
similar: $500,000–$16,420,250
$1,296,335,00027
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, 2022D/AIndefinite
similar: $155,000–$5,250,000
$2,027,021,81231
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, 2022D/AIndefinite
similar: $155,000–$5,250,000
$10,340,005,207172
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, 2021DIndefinite
similar: $500,000–$16,420,250
$692,500,0009
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, 2021D/AIndefinite
similar: $155,000–$5,250,000
$1,632,600,00018
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, 2021D/AIndefinite
similar: $155,000–$5,250,000
$9,639,285,207172
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, 2021D/AIndefinite
similar: $155,000–$5,250,000
$1,254,129,30224
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, 2021D$125,000
similar: $125,000–$125,000
$125,000125
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, 2020D/AIndefinite
similar: $155,000–$5,250,000
$1,572,600,00016
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, 2020D/AIndefinite
similar: $155,000–$5,250,000
$1,023,360,57719
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, 2020D/AIndefinite
similar: $155,000–$5,250,000
$9,063,135,207150
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, 2019D/AIndefinite
similar: $155,000–$5,250,000
$1,265,000,00014
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, 2019DIndefinite
similar: $155,000–$5,250,000
$00
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, 2019D/AIndefinite
similar: $155,000–$5,250,000
$834,510,57717
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, 2019D/AIndefinite
similar: $155,000–$5,250,000
$8,707,014,614133
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, 2019DIndefinite
similar: $155,000–$5,250,000
$00
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, 2019D/AIndefinite
similar: $155,000–$5,250,000
$700,000,00015
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, 2019D/AIndefinite
similar: $155,000–$5,250,000
$205,000,0006
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, 2019D/AIndefinite
similar: $155,000–$5,250,000
$594,444,44413
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, 2018DIndefinite
similar: $155,000–$5,250,000
$00
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, 2017D$62,500
similar: $125,000–$125,000
$62,500125
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, 2017D$62,500
similar: $125,000–$125,000
$62,500125
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, 2017D/AIndefinite
similar: $155,000–$5,250,000
$215,000,0008
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, 2017D/AIndefinite
similar: $155,000–$5,250,000
$595,000,0009
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, 2017D/AIndefinite
similar: $155,000–$5,250,000
$00
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, 2017DIndefinite
similar: $155,000–$5,250,000
$00
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.

Other listings under the same name

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.

  • Bert Crouch — address state CA, 1 issuer, Oct 1, 2021 → Oct 1, 2021

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 40 names on the same filings (15 management entities, 25 people)

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.

  • INVESCO REALTY, INC. entity — 45 shared filings (12 issuers) · role as listed: Executive Officer · also listed on 11 other issuers
  • Invesco Real Estate Exchange LLC entity — 24 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • Invesco DST Manager LLC entity — 24 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • IREX Depositor LLC entity — 24 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • IRI CMIF, LLC entity — 11 shared filings (2 issuers) · role as listed: Executive Officer
  • IRI CORE I, L.P. entity — 10 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 1 other issuer
  • IRI CORE-GP, LLC entity — 10 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 1 other issuer
  • IRI INCOME I, L.P. entity — 10 shared filings (1 issuer) · role as listed: Executive Officer
  • IRI INCOME-GP, LLC entity — 10 shared filings (1 issuer) · role as listed: Executive Officer
  • IRI FUND VI, LLC entity — 6 shared filings (4 issuers) · role as listed: Executive Officer
  • IRI Fund V, LLC entity — 5 shared filings (2 issuers) · role as listed: Executive Officer
  • Invesco Strategic Opportunities III GP, LLC entity — 3 shared filings (2 issuers) · role as listed: Executive Officer
  • Invesco Commercial Mortgage Income Fund HoldCo, L.P. entity — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Invesco Commercial Mortgage Income Fund HoldCo GP, LLC entity — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Crystal JV, LLC entity — 1 shared filing (1 issuer) · role as listed: Promoter
  • R. Scott Dennis — 48 shared filings (14 issuers) · roles as listed: Executive Officer, Director · also listed on 11 other issuers
  • Peter Feinberg — 47 shared filings (14 issuers) · role as listed: Executive Officer · also listed on 9 other issuers
  • Jay Hurley — 46 shared filings (13 issuers) · role as listed: Executive Officer · also listed on 3 other issuers
  • Beth Zayicek — 39 shared filings (14 issuers) · roles as listed: Executive Officer, Director · also listed on 6 other issuers
  • Robert Harris Rigsby — 36 shared filings (12 issuers) · role as listed: Executive Officer · also listed on 6 other issuers
  • Michael C. Kirby — 35 shared filings (14 issuers) · roles as listed: Executive Officer, Director · also listed on 20 other issuers
  • Dan Kubiak — 34 shared filings (13 issuers) · role as listed: Executive Officer
  • Bill Grubbs — 32 shared filings (13 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • Lee Phegley — 30 shared filings (13 issuers) · role as listed: Executive Officer · also listed on 16 other issuers
  • MARK W. GREGSON — 23 shared filings (3 issuers) · role as listed: Executive Officer
  • Duncan Walker — 23 shared filings (8 issuers) · role as listed: Executive Officer · also listed on 8 other issuers
  • Chris Cleghorn — 21 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 1 other issuer
  • Jason W. Geer — 20 shared filings (7 issuers) · role as listed: Executive Officer · also listed on 7 other issuers
  • Paul Michaels — 17 shared filings (9 issuers) · role as listed: Executive Officer · also listed on 17 other issuers
  • Sam Gillespie — 17 shared filings (9 issuers) · role as listed: Executive Officer · also listed on 1 other issuer
  • Kevin PIROZZOLI — 13 shared filings (4 issuers) · role as listed: Executive Officer · also listed on 1 other issuer
  • HALEY WALDRON — 12 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 3 other issuers
  • E Elizabeth Day — 12 shared filings (3 issuers) · role as listed: Executive Officer
  • Stephanie Holder — 12 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 5 other issuers
  • Michael Foy — 10 shared filings (3 issuers) · role as listed: Executive Officer
  • Courtney Popelka — 10 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 4 other issuers
  • R. Lee Phegley, Jr. — 10 shared filings (5 issuers) · role as listed: Executive Officer · also listed on 3 other issuers
  • Tina CAREW — 9 shared filings (3 issuers) · role as listed: Executive Officer
  • Daniel KUBIAK — 9 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 1 other issuer
  • Rivka Altman — 9 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 2 other issuers

Other offering types (Regulation A and Regulation Crowdfunding)

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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