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

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Bert Crouch

Named as an officer, director or promoter on SEC Form D filings · TX · Jun 19, 2017 → Oct 14, 2025

18deals (issuers)
$23.64Breported sold
7,205investors
73Form D filings
2017–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Bert Crouch is listed as an executive officer and director on 73 SEC Form D filings by 18 issuers between Jun 2017 and Mar 2026. Largest by amount reported sold: Invesco Core Real Estate - U.S.A., L.P. (Dallas, TX — pooled investment fund — 2019–2025; $12.59B reported sold to 306 investors), Invesco U.S. Income Fund, L.P. (Dallas, TX — pooled investment fund — 2019–2026; $4.37B reported sold to 75 investors), Invesco Commercial Mortgage Income - U.S. Fund, L.P. (Dallas, TX — pooled investment fund — 2017–2026; $2.14B reported sold to 36 investors), Invesco Real Estate U.S. Fund VI, L.P. (Dallas, TX — pooled investment fund — 2021–2023; $1.78B reported sold to 29 investors), Invesco Commercial Real Estate Finance Trust, Inc. (Dallas, TX — reits and finance — 2023; $922.6M reported sold to 6,093 investors) and 13 more (all listed below).

What this means That is a lot of deals — 18 separate companies raised money with this person listed as executive officer and director, over about 9 years. Across those companies the filings report $23.64B sold in total.

Listed alongside R. Scott Dennis (48 shared filings), Peter Feinberg (47 shared filings), Jay Hurley (46 shared filings), INVESCO REALTY, INC. (45 shared filings, management entity), Beth Zayicek (39 shared filings) and 59 others.

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

All 18 issuers belong to the sponsor group Invesco (82 issuers, $31.3B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Invesco has 82 companies on file and $31.3B reported sold in total — the group page shows the whole track record in one place.

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) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 73 public filings for Bert Crouch and found 16 differences, 5 worth asking the sponsor about: Investor count went down between filings; 165% of the money raised went to insiders; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Bert Crouch has not run yet — it is joining a line of 49,089 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

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Bert Crouch..

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

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

16 differences found between the filings for Bert Crouch — 5 worth asking about (compared the newest 50 of 73 filings on Oct 24, 2026; older filings not covered)

Worth asking · Sep 19, 2025 – Oct 3, 2025

Investor count went down between filings — IREX III Industrial Portfolio DST

The Sep 19, 2025 filing reports 82 investors; the Oct 3, 2025 Form D/A reports 74 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Sep 19, 2025 ↗Form D/A (later) · Oct 3, 2025 ↗IREX III Industrial Portfolio DST — PartnerFacts page ↗
Sources
Worth asking · Jul 25, 2025 – Jul 29, 2025

Investor count went down between filings — Invesco Commercial Mortgage Income - U.S. Fund, L.P.

The Jul 25, 2025 filing reports 36 investors; the Jul 29, 2025 Form D/A reports 32 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 25, 2025 ↗Form D/A (later) · Jul 29, 2025 ↗Invesco Commercial Mortgage Income - U.S. Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 15, 2025

165% of the money raised went to insiders — IREX III Industrial Portfolio DST

The Jul 15, 2025 Form D reports $528,162 sold and $869,892 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons.".

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

Form D · Jul 15, 2025 ↗IREX III Industrial Portfolio DST — PartnerFacts page ↗
Sources
Worth asking · Dec 11, 2024

105% of the money raised went to insiders — IREX II Storage Portfolio DST

The Dec 11, 2024 Form D reports $817,447 sold and $856,956 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons.".

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

Form D · Dec 11, 2024 ↗IREX II Storage Portfolio DST — PartnerFacts page ↗
Sources
Note · Jun 30, 2021 – Jul 15, 2025

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

No amendment in the last 12 months on an offering that may still be open — IREX II Storage Portfolio DST (latest filing Jul 15, 2025) · No amendment in the last 12 months on an offering that may still be open — IREX Industrial Portfolio I DST (latest filing Dec 20, 2024) · No amendment in the last 12 months on an offering that may still be open — Invesco Commercial Real Estate Finance Trust, Inc. (latest filing Nov 15, 2023) · No amendment in the last 12 months on an offering that may still be open — Invesco Commercial Real Estate Finance Trust, Inc. (latest filing Jun 26, 2023) · No amendment in the last 12 months on an offering that may still be open — Invesco Real Estate U.S. Fund VI, L.P. (latest filing Jan 10, 2023) · and 3 more

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

Form D/A · Jul 15, 2025 ↗IREX II Storage Portfolio DST — PartnerFacts page ↗Form D/A · Dec 20, 2024 ↗IREX Industrial Portfolio I DST — PartnerFacts page ↗
Sources
Worth asking · Oct 14, 2025 – Dec 10, 2025

Bert Crouch is no longer listed on the Dec 10, 2025 amendment — IREX III Industrial Portfolio DST

Bert Crouch appears on the Oct 14, 2025 Form D/A (executive officer) but not on the Dec 10, 2025 Form D/A for the same offering.

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

Form D/A · Oct 14, 2025 ↗Form D/A · Dec 10, 2025 ↗Bert Crouch — PartnerFacts page ↗IREX III Industrial Portfolio DST — PartnerFacts page ↗
Sources
Note · May 26, 2021 – Jul 31, 2023

Minimum investment changed between filings — Invesco Commercial Mortgage Income - U.S. Fund, L.P.

The May 26, 2021 filing lists a minimum of $3,157,895; the Jul 31, 2023 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · May 26, 2021 ↗Form D/A (later) · Jul 31, 2023 ↗Invesco Commercial Mortgage Income - U.S. Fund, L.P. — PartnerFacts page ↗
Sources
Note · Feb 1, 2021 – Jan 31, 2022

Minimum investment changed between filings — Invesco U.S. Income Fund, L.P.

The Feb 1, 2021 filing lists a minimum of $500,000; the Jan 31, 2022 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Feb 1, 2021 ↗Form D/A (later) · Jan 31, 2022 ↗Invesco U.S. Income Fund, L.P. — PartnerFacts page ↗
Sources
Note · Feb 1, 2021 – Jan 31, 2022

Minimum investment changed between filings — Invesco Core Real Estate - U.S.A., L.P.

The Feb 1, 2021 filing lists a minimum of $50,000; the Jan 31, 2022 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Feb 1, 2021 ↗Form D/A (later) · Jan 31, 2022 ↗Invesco Core Real Estate - U.S.A., L.P. — PartnerFacts page ↗
Sources
Note · Aug 15, 2017 – Jun 26, 2023

Bert Crouch is written 2 different ways on the filings

listed as "Bert Crouch" on 55 filings (from Aug 15, 2017), and "Bert J. Crouch" on 7 filings (from Jun 26, 2023).

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

Form D/A · Aug 15, 2017 ↗Form D · Jun 26, 2023 ↗Bert Crouch — PartnerFacts page ↗
Sources
Note · May 2, 2013 – Jul 14, 2015

Industry group changed between filings — Invesco U.S. Income Fund, L.P.

"Pooled Investment Fund" (May 2, 2013 to Dec 10, 2013); then "Other Real Estate" (Jan 16, 2015 to Apr 8, 2015); then "Pooled Investment Fund" (Jul 14, 2015 to Jan 21, 2026).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · May 2, 2013 ↗Form D/A · Jan 16, 2015 ↗Form D/A · Jul 14, 2015 ↗Invesco U.S. Income Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jul 14, 2010 – Jul 14, 2015

Industry group changed between filings — Invesco Core Real Estate - U.S.A., L.P.

"Pooled Investment Fund" (Jul 14, 2010 to Oct 7, 2014); then "Other Real Estate" (Jan 16, 2015); then "Commercial" (Apr 13, 2015); then "Pooled Investment Fund" (Jul 14, 2015 to Dec 23, 2025).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D/A · Jul 14, 2010 ↗Form D/A · Jan 16, 2015 ↗Form D/A · Apr 13, 2015 ↗Form D/A · Jul 14, 2015 ↗
Sources
Note · May 2, 2013 – Jul 14, 2015

Reported net asset value range changed between filings — Invesco U.S. Income Fund, L.P.

"No Aggregate Net Asset Value" (May 2, 2013); then "Decline to Disclose" (Jul 14, 2015).

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

Form D · May 2, 2013 ↗Form D/A · Jul 14, 2015 ↗Invesco U.S. Income Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jul 14, 2010 – Jul 14, 2015

Reported net asset value range changed between filings — Invesco Core Real Estate - U.S.A., L.P.

"Over $100,000,000" (Jul 14, 2010); then "Decline to Disclose" (Jul 14, 2015).

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

Form D/A · Jul 14, 2010 ↗Form D/A · Jul 14, 2015 ↗Invesco Core Real Estate - U.S.A., L.P. — PartnerFacts page ↗
Sources
Note · Jan 16, 2015 – Apr 13, 2015

Reported revenue range changed between filings — Invesco Core Real Estate - U.S.A., L.P.

"Decline to Disclose" (Jan 16, 2015); then "Over $100,000,000" (Apr 13, 2015).

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

Form D/A · Jan 16, 2015 ↗Form D/A · Apr 13, 2015 ↗Invesco Core Real Estate - U.S.A., L.P. — PartnerFacts page ↗
Sources
Note · Oct 1, 2021

Same name, different state: "Bert Crouch" (CA) is a separate record

This page covers filings where the address state is TX. A separate record, "Bert Crouch" with address state CA, is listed on 1 filing — most recently by Mynd Management, Inc (Oct 1, 2021). Both records have filings in the same period (Oct 1, 2021).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Bert Crouch (CA) — PartnerFacts page ↗Form D · Oct 1, 2021 ↗Mynd Management, Inc — PartnerFacts page ↗Bert Crouch (TX) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 73 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

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)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 2, 2026 D/A
Invesco Commercial Mortgage Income - U.S. Fund, L.P.
File 021-286326
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Jan 21, 2026 D/A
Invesco U.S. Income Fund, L.P.
File 021-195917
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
Invesco Hong Kong Limited BrokerCheck CRD 109923 ↗		EDGAR ↗
Dec 23, 2025 D/A
Invesco Core Real Estate - U.S.A., L.P.
File 021-69951
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
Invesco Hong Kong Limited BrokerCheck CRD 109923 ↗		EDGAR ↗
Oct 14, 2025 D/A
IREX III Industrial Portfolio DST
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
IREX II Storage Portfolio DST
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
IREX Industrial Portfolio I DST
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
Invesco Commercial Real Estate Finance Trust, Inc.
File 021-497240
$5,850$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jun 26, 2023 D
Invesco Commercial Real Estate Finance Trust, Inc.
File 021-485136
$5,550$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 10, 2023 D/A
Invesco Real Estate U.S. Fund VI, L.P.
File 021-406175
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Dec 30, 2022 D
IRE U.S. Fund VI Blocker, LLC
File 021-469304
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Sep 7, 2022 D
IRE U.S. Fund VI Feeder, L.P.
File 021-458254
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗EDGAR ↗
Jul 12, 2022 D
IRE U.S. Fund VI Employee Feeder, L.P.
File 021-451899
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗EDGAR ↗
Jan 20, 2021 D
Crystal REIT Investors, LLC
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
Invesco ESC Strategic Opportunities III, L.P.
File 021-339811
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Jan 24, 2019 D/A
Invesco U.S. Value-Add Fund V, L.P.
File 021-289010
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Jan 24, 2019 D
Invesco ESC U.S. Value-Add Fund V, L.P.
File 021-331326
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Jan 18, 2019 D/A
Invesco Strategic Opportunities III, L.P.
File 021-302863
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Nov 13, 2017 D
AXIS CMI REIT, LLC
File 021-298539
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 13, 2017 D
Invesco CMI REIT, LLC
File 021-298544
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗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 18

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

IC
Pooled Investment Fund · group: Invesco

Invesco Commercial Mortgage Income - U.S. Fund, L.P.

Dallas, TX · Aug 15, 2017 → Mar 2, 2026 · 10 filings
  • Mar 2, 2026 · D/A · $2,141,342,095 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jul 29, 2025 · D/A · $2,133,615,425 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jul 25, 2025 · D/A · $2,133,615,425 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jul 26, 2024 · D/A · $1,950,600,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jul 31, 2023 · D/A · $1,892,600,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • May 26, 2021 · D/A · $1,632,600,000 sold of Indefinite · 18 investors · min. $3,157,895 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jun 19, 2020 · D/A · $1,572,600,000 sold of Indefinite · 16 investors · min. $3,157,895 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jun 26, 2019 · D/A · $1,265,000,000 sold of Indefinite · 14 investors · min. $1,578,947 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • Oct 2, 2017 · D/A · $595,000,000 sold of Indefinite · 9 investors · min. $10,000,000 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • Aug 15, 2017 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗

Raised $2.14B from 36 investors as of the latest filing. Bert is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

IU
Pooled Investment Fund · group: Invesco

Invesco U.S. Income Fund, L.P.

Dallas, TX · Feb 1, 2019 → Jan 21, 2026 · 10 filings
  • Jan 21, 2026 · D/A · $4,371,351,222 sold of Indefinite · 75 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jul 29, 2025 · D/A · $3,811,101,812 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jul 25, 2025 · D/A · $3,811,101,812 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jul 25, 2024 · D/A · $3,039,091,812 sold of Indefinite · 46 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 7, 2024 · D/A · $2,970,091,812 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 7, 2023 · D/A · $2,770,091,812 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jan 31, 2022 · D/A · $2,027,021,812 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 1, 2021 · D/A · $1,254,129,302 sold of Indefinite · 24 investors · min. $500,000 · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jan 30, 2020 · D/A · $1,023,360,577 sold of Indefinite · 19 investors · min. $500,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 1, 2019 · D/A · $834,510,577 sold of Indefinite · 17 investors · min. $500,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $4.37B from 75 investors as of the latest filing. Bert is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

IC
Pooled Investment Fund · group: Invesco

Invesco Core Real Estate - U.S.A., L.P.

Dallas, TX · Feb 1, 2019 → Dec 23, 2025 · 10 filings
  • Dec 23, 2025 · D/A · $12,592,161,171 sold of Indefinite · 306 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jul 29, 2025 · D/A · $10,604,075,207 sold of Indefinite · 173 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jul 25, 2025 · D/A · $10,604,075,207 sold of Indefinite · 173 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jul 25, 2024 · D/A · $10,511,575,207 sold of Indefinite · 173 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 7, 2024 · D/A · $10,511,575,207 sold of Indefinite · 173 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 7, 2023 · D/A · $10,511,575,207 sold of Indefinite · 173 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jan 31, 2022 · D/A · $10,340,005,207 sold of Indefinite · 172 investors · min. No minimum reported · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 1, 2021 · D/A · $9,639,285,207 sold of Indefinite · 172 investors · min. $50,000 · role: Executive Officer (Executive Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jan 30, 2020 · D/A · $9,063,135,207 sold of Indefinite · 150 investors · min. $50,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 1, 2019 · D/A · $8,707,014,614 sold of Indefinite · 133 investors · min. $50,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $12.59B from 306 investors as of the latest filing. Bert is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

II
Commercial · group: Invesco

IREX III Industrial Portfolio DST

Dallas, TX · Jul 15, 2025 → Oct 14, 2025 · 7 filings
  • Oct 14, 2025 · D/A · $75,158,458 sold of $86,989,247 · 99 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 3, 2025 · D/A · $52,496,137 sold of $86,989,247 · 74 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 19, 2025 · D/A · $39,666,686 sold of $86,989,247 · 82 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 4, 2025 · D/A · $29,297,968 sold of $86,989,247 · 44 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 11, 2025 · D/A · $20,880,872 sold of $86,989,247 · 26 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 31, 2025 · D/A · $9,179,784 sold of $86,989,247 · 16 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 15, 2025 · D · $528,162 sold of $86,989,247 · 2 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $82.8M from 109 investors (95% of the $87M target) as of the latest filing. Bert is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

IS
Commercial · group: Invesco

IREX II Storage Portfolio DST

Dallas, TX · Dec 11, 2024 → Jul 15, 2025 · 8 filings
  • Jul 15, 2025 · D/A · $80,663,234 sold of $85,695,652 · 70 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 9, 2025 · D/A · $73,482,965 sold of $85,695,652 · 53 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 27, 2025 · D/A · $49,479,428 sold of $85,695,652 · 40 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 14, 2025 · D/A · $46,034,929 sold of $85,695,652 · 33 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 10, 2025 · D/A · $39,188,405 sold of $85,695,652 · 24 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 24, 2025 · D/A · $15,734,970 sold of $85,695,652 · 12 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 10, 2025 · D/A · $12,516,512 sold of $85,695,652 · 6 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 11, 2024 · D · $817,447 sold of $85,695,652 · 2 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $80.7M from 70 investors (94% of the $85.7M target) as of the latest filing. Bert is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

II
Commercial · group: Invesco

IREX Industrial Portfolio I DST

Dallas, TX · Apr 8, 2024 → Dec 20, 2024 · 9 filings
  • Dec 20, 2024 · D/A · $34,877,026 sold of $36,881,720 · 56 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 7, 2024 · D/A · $29,094,445 sold of $36,881,720 · 51 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 11, 2024 · D/A · $26,384,915 sold of $36,881,720 · 46 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 27, 2024 · D/A · $24,793,036 sold of $36,881,720 · 43 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 26, 2024 · D/A · $22,715,723 sold of $36,881,720 · 37 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 21, 2024 · D/A · $18,775,964 sold of $36,881,720 · 30 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 30, 2024 · D/A · $17,917,263 sold of $36,881,720 · 28 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 6, 2024 · D/A · $16,359,431 sold of $36,881,720 · 24 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 8, 2024 · D/A · $14,455,873 sold of $36,881,720 · 20 investors · min. $250,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $34.9M from 56 investors (95% of the $36.9M target) as of the latest filing. Bert is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

IC
REITS and Finance · group: Invesco

Invesco Commercial Real Estate Finance Trust, Inc.

Dallas, TX · Jun 26, 2023 → Nov 15, 2023 · 2 filings
  • Nov 15, 2023 · D · $119,928 sold of $128,128 · 117 investors · min. $1,025 · role: Executive Officer, Director (Chief Executive Officer) EDGAR ↗
  • Jun 26, 2023 · D · $119,325 sold of $134,375 · 111 investors · min. $1,075 · role: Executive Officer, Director (Chief Executive Officer) EDGAR ↗

Raised $922.6M from 6,093 investors (100% of the $128K target) as of the latest filing. Bert is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

IR
Pooled Investment Fund · group: Invesco

Invesco Real Estate U.S. Fund VI, L.P.

Dallas, TX · Jul 14, 2021 → Jan 10, 2023 · 3 filings
  • Jan 10, 2023 · D/A · $1,783,335,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jul 12, 2022 · D/A · $1,296,335,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jul 14, 2021 · D · $692,500,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗

Raised $1.78B from 29 investors as of the latest filing. Bert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

IU
Pooled Investment Fund · group: Invesco

IRE U.S. Fund VI Blocker, LLC

Dallas, TX · Dec 30, 2022
  • Dec 30, 2022 · D · $410,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $410M from 2 investors as of the latest filing. Bert 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(c) (8,096 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.

IU
Pooled Investment Fund · group: Invesco

IRE U.S. Fund VI Feeder, L.P.

Dallas, TX · Sep 7, 2022
  • Sep 7, 2022 · D · $310,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $310M from 2 investors as of the latest filing. Bert 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(c) (8,096 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.

IU
Pooled Investment Fund · group: Invesco

IRE U.S. Fund VI Employee Feeder, L.P.

Dallas, TX · Jul 12, 2022
  • Jul 12, 2022 · D · $2,335,000 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $2.33M from 31 investors as of the latest filing. Bert 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(c) (8,096 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.

CR
REITS and Finance · group: Invesco

Crystal REIT Investors, LLC

Toledo, OH · Jan 20, 2021
  • Jan 20, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President and Assistant Secretary) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Bert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

IE
Pooled Investment Fund · group: Invesco

Invesco ESC Strategic Opportunities III, L.P.

Dallas, TX · May 16, 2019
  • May 16, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

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

IE
Pooled Investment Fund · group: Invesco

Invesco ESC U.S. Value-Add Fund V, L.P.

Dallas, TX · Jan 24, 2019
  • Jan 24, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

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

IU
Pooled Investment Fund · group: Invesco

Invesco U.S. Value-Add Fund V, L.P.

Dallas, TX · Jun 19, 2017 → Jan 24, 2019 · 4 filings
  • Jan 24, 2019 · D/A · $700,000,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jan 11, 2019 · D/A · $594,444,444 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Oct 20, 2017 · D/A · $215,000,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jun 19, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $700M from 15 investors as of the latest filing. Bert is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

IS
Pooled Investment Fund · group: Invesco

Invesco Strategic Opportunities III, L.P.

Dallas, TX · Jan 10, 2018 → Jan 18, 2019 · 2 filings
  • Jan 18, 2019 · D/A · $205,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jan 10, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $205M from 6 investors as of the latest filing. Bert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

IC
REITS and Finance · group: Invesco

Invesco CMI REIT, LLC

Dallas, TX · Nov 13, 2017
  • Nov 13, 2017 · D · $62,500 sold of $62,500 · 125 investors · min. $500 · role: Executive Officer (Proper Officer of Invesco Commercial Mortgage Income Fund HoldCo GP, LLC) EDGAR ↗

Raised $63K from 125 investors (100% of the $63K target) as of the latest filing. Bert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AC
REITS and Finance · group: Invesco

AXIS CMI REIT, LLC

Dallas, TX · Nov 13, 2017
  • Nov 13, 2017 · D · $62,500 sold of $62,500 · 125 investors · min. $500 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗

Raised $63K from 125 investors (100% of the $63K target) as of the latest filing. Bert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (1)

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

  • Bert Crouch — CA, 1 issuer, Oct 1, 2021 → Oct 1, 2021 · no shared issuer

People around Bert 40

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

IR
Management entity

INVESCO REALTY, INC.

Executive Officer · 45 shared filings (12 issuers) · also on 11 other issuers

INVESCO REALTY, INC. is on 23 issuers in total — a repeat sponsor. Their page lists every one.

IR
Management entity

Invesco Real Estate Exchange LLC

Executive Officer · 24 shared filings (3 issuers) · also on 2 other issuers

Invesco Real Estate Exchange LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

ID
Management entity

Invesco DST Manager LLC

Executive Officer · 24 shared filings (3 issuers) · also on 2 other issuers

Invesco DST Manager LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

ID
Management entity

IREX Depositor LLC

Executive Officer · 24 shared filings (3 issuers) · also on 2 other issuers

IREX Depositor LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

IC
Management entity

IRI CMIF, LLC

Executive Officer · 11 shared filings (2 issuers)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

IC
Management entity

IRI CORE I, L.P.

Executive Officer · 10 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Bert Crouch. Their page shows their other deals.

IC
Management entity

IRI CORE-GP, LLC

Executive Officer · 10 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Bert Crouch. Their page shows their other deals.

II
Management entity

IRI INCOME I, L.P.

Executive Officer · 10 shared filings (1 issuer)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

II
Management entity

IRI INCOME-GP, LLC

Executive Officer · 10 shared filings (1 issuer)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

IF
Management entity

IRI FUND VI, LLC

Executive Officer · 6 shared filings (4 issuers)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

IF
Management entity

IRI Fund V, LLC

Executive Officer · 5 shared filings (2 issuers)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

CJ
Management entity

Crystal JV, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

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

R. Scott Dennis

Executive Officer, Director · 48 shared filings (14 issuers) · also on 11 other issuers

R. Scott Dennis is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

Peter Feinberg

Executive Officer · 47 shared filings (14 issuers) · also on 9 other issuers

Peter Feinberg is on 23 issuers in total — a repeat sponsor. Their page lists every one.

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

Jay Hurley

Executive Officer · 46 shared filings (13 issuers) · also on 3 other issuers

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

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

Beth Zayicek

Executive Officer, Director · 39 shared filings (14 issuers) · also on 6 other issuers

Beth Zayicek is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert Harris Rigsby

Executive Officer · 36 shared filings (12 issuers) · also on 6 other issuers

Robert Harris Rigsby is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael C. Kirby

Executive Officer, Director · 35 shared filings (14 issuers) · also on 20 other issuers

Michael C. Kirby is on 34 issuers in total — a repeat sponsor. Their page lists every one.

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

Dan Kubiak

Executive Officer · 34 shared filings (13 issuers)

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

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

Bill Grubbs

Executive Officer · 32 shared filings (13 issuers) · also on 2 other issuers

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

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

Lee Phegley

Executive Officer · 30 shared filings (13 issuers) · also on 16 other issuers

Lee Phegley is on 29 issuers in total — a repeat sponsor. Their page lists every one.

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

MARK W. GREGSON

Executive Officer · 23 shared filings (3 issuers)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

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

Duncan Walker

Executive Officer · 23 shared filings (8 issuers) · also on 8 other issuers

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

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

Chris Cleghorn

Executive Officer · 21 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Bert Crouch. Their page shows their other deals.

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

Jason W. Geer

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

Jason W. Geer is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Paul Michaels

Executive Officer · 17 shared filings (9 issuers) · also on 17 other issuers

Paul Michaels is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Sam Gillespie

Executive Officer · 17 shared filings (9 issuers) · also on 1 other issuer

Sam Gillespie is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Kevin PIROZZOLI

Executive Officer · 13 shared filings (4 issuers) · also on 1 other issuer

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

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

HALEY WALDRON

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

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

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

E Elizabeth Day

Executive Officer · 12 shared filings (3 issuers)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

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

Stephanie Holder

Executive Officer · 12 shared filings (3 issuers) · also on 5 other issuers

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

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

Michael Foy

Executive Officer · 10 shared filings (3 issuers)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

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

Courtney Popelka

Executive Officer · 10 shared filings (3 issuers) · also on 4 other issuers

Courtney Popelka is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

R. Lee Phegley, Jr.

Executive Officer · 10 shared filings (5 issuers) · also on 3 other issuers

R. Lee Phegley, Jr. is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Tina CAREW

Executive Officer · 9 shared filings (3 issuers)

Listed on the same filings as Bert Crouch. Their page shows their other deals.

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

Daniel KUBIAK

Executive Officer · 9 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Bert Crouch. Their page shows their other deals.

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

Rivka Altman

Executive Officer · 9 shared filings (3 issuers) · also on 2 other issuers

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

The team behind the deals

I
Sponsor group

Invesco

82 issuers · 260 filings · $31.3B reported sold · 2009–2026

One team, 82 deal companies. Bert Crouch is listed on 18 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 Bert Crouch.

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 18 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 Bert Crouch 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 18 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Bert Crouch is listed on: none on file. No website or social profile named in Invesco Core Real Estate - U.S.A., L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #48,487 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 (Dallas, TX). 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) ↗Texas re:SearchTX court records ↗Franklin County OH Clerk of Courts ↗

Securities regulators

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

Business registries

Texas Secretary of State business search ↗Ohio Secretary of State business search ↗OpenCorporates ↗

Change history

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