PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:16 AM ET

Sponsor Check › Person

BP
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Brad Perry

Named as an officer, director or promoter on SEC Form D filings · TX, United States (as filed: X1) · Sep 7, 2021 → Jul 5, 2022

7deals (issuers)
$47Mreported sold
493investors
8Form D filings
2021–2022years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:49 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Brad Perry is listed as an executive officer and promoter on 8 SEC Form D filings by 7 issuers between Sep 2021 and Aug 2022. Largest by amount reported sold: ASHLAND GREENE VALUE ADD FUND IV LLC (Dallas, TX — residential — 2022; $14M reported sold to 157 investors), METRIC RM FUND I LLC (Dallas, TX — residential — 2022; $10.9M reported sold to 111 investors), EYG 6050 BRADENTON RESERVE LLC (Frisco, TX — residential — 2021; $8.95M reported sold to 106 investors), METRIC RM FUND II LLC (Dallas, TX — residential — 2022; $4.08M reported sold to 35 investors), BR BENBROOK LLC (Dallas, TX — residential — 2022; $3.29M reported sold to 20 investors) and 2 more (all listed below).

What this means A repeat sponsor — 7 separate companies raised money with this person listed as executive officer and promoter. Across those companies the filings report $47M sold in total.

Listed alongside John Monteiro (7 shared filings), Merrill Kaliser (7 shared filings), Rajesh Kashyap (7 shared filings), Cherry Chen (6 shared filings), Charlie Yue (5 shared filings) and 24 others.

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

The issuers belong to 2 sponsor groups: Group linked by Merrill Kaliser (60 issuers, $153.8M reported sold, 2010–2026) and Tmf (59 issuers, $246.5M reported sold, 2018–2024).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 4 bankruptcy cases matching the name listed in Key records below.

What this means 4 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 8 public filings for Brad Perry and found 7 differences, 2 worth asking the sponsor about: 5 filings report more than 10% of the money raised going to insiders; Brad Perry appears on 4 deals that stopped filing before reaching their target; 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 Brad Perry has not run yet — it is joining a line of 50,470 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, 2:49 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 Brad Perry..

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

4 cases: 4 closed (disposition not in docket feed)

Brad A Perry closed
United States Bankruptcy Court, S.D. Ohio · No. 2:15-bk-53859 · Filed Jun 11, 2015 · Closed Sep 30, 2015
Role of Brad A Perry: Debtor · Outcome: Case closed 2015-09-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); 2 people with this name in Form D filings; court in OH (not a filing state)
Brad Perry closed
United States Bankruptcy Court, W.D. Tennessee · No. 07-20153 · Filed Jan 5, 2007 · Closed Apr 26, 2007
Role of Brad Perry: Debtor · Outcome: Case closed 2007-04-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); 2 people with this name in Form D filings; court in TN (not a filing state)
Brad L. Perry and Peggy A. Perry closed
United States Bankruptcy Court, D. Nebraska · No. 03-43133 · Filed Sep 9, 2003 · Closed Dec 19, 2003
Role of Brad L. Perry and Peggy A. Perry: Debtor · Outcome: Case closed 2003-12-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); 2 people with this name in Form D filings
Brad K. Perry, Sr. and Sheryl J. Perry closed
United States Bankruptcy Court, E.D. Missouri · No. 94-40200 · Filed Jan 13, 1994 · Closed Apr 29, 1998
Role of Brad K. Perry, Sr.: Debtor · Outcome: Case closed 1998-04-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); 2 people with this name in Form D filings; court in MO (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:49 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

4. Differences between public sources

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

7 differences found between the filings for Brad Perry — 2 worth asking about (compared 8 filings on Oct 24, 2026)

Note · Aug 9, 2011 – Oct 7, 2011

Bankruptcy case: McCarthy, Trustee v. Plave Koch aka Legal Services Corporation of Virgi — filed Aug 9, 2011

United States Bankruptcy Court, E.D. Virginia docket "McCarthy, Trustee v. Plave Koch aka Legal Services Corporation of Virgi" filed Aug 9, 2011, closed Oct 7, 2011. Josh Plave (listed on the same filings) is listed as Defendant ("Plave Koch aka Legal Services Corporation of Virgi"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, E.D. Virginia ↗Josh Plave — PartnerFacts page ↗
Sources
Note · Jan 17, 1995 – Oct 30, 1995

Bankruptcy case: CODY BARDEN DANIELS PALO INC v. DETLOFF — filed Jan 17, 1995

United States Bankruptcy Court, E.D. Washington docket "CODY BARDEN DANIELS PALO INC v. DETLOFF" filed Jan 17, 1995, closed Oct 30, 1995. Carmen Detloff (listed on the same filings) is listed as Defendant ("DETLOFF"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, E.D. Washington ↗Carmen Detloff — PartnerFacts page ↗
Sources
Worth asking · Dec 13, 2021 – Aug 30, 2022

5 filings report more than 10% of the money raised going to insiders

32% of the money raised went to insiders — BR BENBROOK LLC · 36% of the money raised went to insiders — BRAZOS BRADFORD LLC · 154% of the money raised went to insiders — ASHLAND GREENE VALUE ADD FUND III LLC · 16% of the money raised went to insiders — BRAZOS BRADFORD LLC · 21% of the money raised went to insiders — ASHLAND GREENE VALUE ADD FUND IV LLC

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 · Aug 30, 2022 ↗BR BENBROOK LLC — PartnerFacts page ↗Form D · Jun 27, 2022 ↗BRAZOS BRADFORD LLC — PartnerFacts page ↗
Sources
Worth asking · Dec 13, 2021 – Aug 30, 2022

Brad Perry appears on 4 deals that stopped filing before reaching their target

BR BENBROOK LLC (last filing Aug 30, 2022; $3,285,000 sold of $14,000,000); BRAZOS BRADFORD LLC (last filing Jul 5, 2022; $2,900,000 sold of $9,000,000); ASHLAND GREENE VALUE ADD FUND IV LLC (last filing May 16, 2022; $14,015,000 sold of $32,000,000); ASHLAND GREENE VALUE ADD FUND III LLC (last filing Dec 13, 2021; $2,860,000 sold of $30,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

BR BENBROOK LLC — PartnerFacts page ↗BRAZOS BRADFORD LLC — PartnerFacts page ↗ASHLAND GREENE VALUE ADD FUND IV LLC — PartnerFacts page ↗ASHLAND GREENE VALUE ADD FUND III LLC — PartnerFacts page ↗
Sources
Note · Sep 1, 2021 – Aug 30, 2022

7 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 — BR BENBROOK LLC (latest filing Aug 30, 2022) · No amendment in the last 12 months on an offering that may still be open — BRAZOS BRADFORD LLC (latest filing Jul 5, 2022) · No amendment in the last 12 months on an offering that may still be open — METRIC RM FUND II LLC (latest filing Jun 10, 2022) · No amendment in the last 12 months on an offering that may still be open — ASHLAND GREENE VALUE ADD FUND IV LLC (latest filing May 16, 2022) · No amendment in the last 12 months on an offering that may still be open — METRIC RM FUND I LLC (latest filing Apr 6, 2022) · and 2 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 · Aug 30, 2022 ↗BR BENBROOK LLC — PartnerFacts page ↗Form D/A · Jul 5, 2022 ↗BRAZOS BRADFORD LLC — PartnerFacts page ↗
Sources
Note · May 23, 2014

Same name, different state: "Brad Perry" (CA) is a separate record

This page covers filings where the address state is TX or X1. A separate record, "Brad Perry" with address state CA, is listed on 1 filing — most recently by Ousland Holdings, Inc. (May 23, 2014). The two records do not overlap in time: this page runs Sep 7, 2021 to Jul 5, 2022; the other has one filing dated May 23, 2014.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Brad Perry (CA) — PartnerFacts page ↗Form D · May 23, 2014 ↗Ousland Holdings, Inc. — PartnerFacts page ↗Brad Perry (TX,X1) — this page ↗
Sources
Note · Sep 7, 2021 – Aug 30, 2022

Brad Perry is listed with 2 different address states: TX, X1

TX on 7 filings (Sep 7, 2021 to Jul 5, 2022); United States (as filed: X1) on 1 filing (Aug 30, 2022).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · Sep 7, 2021 ↗Form D · Aug 30, 2022 ↗
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. As of Oct 24, 2026.

5. Money to insiders

0 of 7 offerings report sales commissions; 0 report finder's fees; 7 report proceeds to related persons totalling $10,370,705. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 30, 2022 D
BR BENBROOK LLC
File 021-457507
$0$0$1,060,000 (est.)None listed on this filingEDGAR ↗
Jul 5, 2022 D/A
BRAZOS BRADFORD LLC
File 021-450264
$0$0$452,000 (est.)None listed on this filingEDGAR ↗
Jun 10, 2022 D
METRIC RM FUND II LLC
File 021-448731
$0$0$294,000 (est.)None listed on this filingEDGAR ↗
May 16, 2022 D
ASHLAND GREENE VALUE ADD FUND IV LLC
File 021-445788
$0$0$2,890,000 (est.)None listed on this filingEDGAR ↗
Apr 6, 2022 D
METRIC RM FUND I LLC
File 021-440571
$0$0$669,705 (est.)None listed on this filingEDGAR ↗
Dec 13, 2021 D
ASHLAND GREENE VALUE ADD FUND III LLC
File 021-424736
$0$0$4,400,000 (est.)None listed on this filingEDGAR ↗
Sep 7, 2021 D
EYG 6050 BRADENTON RESERVE LLC
File 021-412510
$0$0$605,000 (est.)None listed on this filingEDGAR ↗
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 7

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

BB
Residential · group: Group linked by Merrill Kaliser

BR BENBROOK LLC

Dallas, TX · Aug 30, 2022
  • Aug 30, 2022 · D · $3,285,000 sold of $14,000,000 · 20 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $3.29M from 20 investors (23% of the $14M target) as of the latest filing. Brad is listed as executive officer, promoter.

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: Residential / 506(c) (1,237 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.

BB
Residential · group: Group linked by Merrill Kaliser

BRAZOS BRADFORD LLC

Dallas, TX · Jun 27, 2022 → Jul 5, 2022 · 2 filings
  • Jul 5, 2022 · D/A · $2,900,000 sold of $9,000,000 · 30 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jun 27, 2022 · D · $1,250,000 sold of $9,000,000 · 14 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $2.9M from 30 investors (32% of the $9M target) as of the latest filing. Brad is listed as executive officer, promoter 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: Residential / 506(c) (1,237 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.

MR
Residential · group: Group linked by Merrill Kaliser

METRIC RM FUND II LLC

Dallas, TX · Jun 10, 2022
  • Jun 10, 2022 · D · $4,085,000 sold of $6,500,000 · 35 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $4.08M from 35 investors (63% of the $6.5M target) as of the latest filing. Brad is listed as executive officer, promoter.

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: Residential / 506(c) (1,237 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.

AG
Residential · group: Group linked by Merrill Kaliser

ASHLAND GREENE VALUE ADD FUND IV LLC

Dallas, TX · May 16, 2022
  • May 16, 2022 · D · $14,015,000 sold of $32,000,000 · 157 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $14M from 157 investors (44% of the $32M target) as of the latest filing. Brad is listed as executive officer, promoter.

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: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

MR
Residential · group: Group linked by Merrill Kaliser

METRIC RM FUND I LLC

Dallas, TX · Apr 6, 2022
  • Apr 6, 2022 · D · $10,947,000 sold of $13,500,000 · 111 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $10.9M from 111 investors (81% of the $13.5M target) as of the latest filing. Brad is listed as executive officer, promoter.

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: Residential / 506(c) (1,237 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.

AG
Residential · group: Group linked by Merrill Kaliser

ASHLAND GREENE VALUE ADD FUND III LLC

Southlake, TX · Dec 13, 2021
  • Dec 13, 2021 · D · $2,860,000 sold of $30,000,000 · 34 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $2.86M from 34 investors (10% of the $30M target) as of the latest filing. Brad is listed as executive officer, promoter.

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: Residential / 506(c) (1,237 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.

E6
Residential · group: Tmf

EYG 6050 BRADENTON RESERVE LLC

Frisco, TX · Sep 7, 2021
  • Sep 7, 2021 · D · $8,945,000 sold of $11,200,000 · 106 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $8.95M from 106 investors (80% of the $11.2M target) as of the latest filing. Brad 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: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

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.

  • Brad Perry — CA, 1 issuer, May 23, 2014 → May 23, 2014 · no shared issuer

People around Brad 29

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

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

Merrill Kaliser

Executive Officer, Promoter · 7 shared filings (6 issuers) · also on 25 other issuers

Merrill Kaliser is on 31 issuers in total — a repeat sponsor. Their page lists every one.

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

John Monteiro

Executive Officer, Promoter · 7 shared filings (6 issuers) · also on 25 other issuers

John Monteiro is on 31 issuers in total — a repeat sponsor. Their page lists every one.

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

Rajesh Kashyap

Executive Officer, Promoter · 7 shared filings (6 issuers)

Rajesh Kashyap is on 6 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

Cherry Chen

Executive Officer, Promoter · 6 shared filings (5 issuers) · also on 7 other issuers

Cherry Chen is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Charlie Yue

Executive Officer, Promoter · 5 shared filings (4 issuers) · also on 2 other issuers

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

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

David Gu

Executive Officer, Promoter · 5 shared filings (4 issuers) · also on 1 other issuer

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

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

William Hancock

Executive Officer, Promoter · 3 shared filings (2 issuers) · also on 15 other issuers

William Hancock is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

James Roberts

Executive Officer, Promoter · 3 shared filings (2 issuers) · also on 15 other issuers

James Roberts is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

Priya Kashyap

Executive Officer, Promoter · 3 shared filings (2 issuers)

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

Shakti C'Ganti

Executive Officer, Promoter · 2 shared filings (2 issuers) · also on 15 other issuers

Shakti C'Ganti is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

Aalok Parikh

Executive Officer, Promoter · 2 shared filings (2 issuers) · also on 6 other issuers

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

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

Tony Arango

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

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

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

Lyndsay Hanes

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

Lyndsay Hanes is on 5 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

Mark Kenney

Executive Officer · 1 shared filing (1 issuer) · also on 82 other issuers

Mark Kenney is on 83 issuers in total — a repeat sponsor. Their page lists every one.

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

Carmen Detloff

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

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

MICHAEL MANTHEI

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

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

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

COLLIN PLACKE

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

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

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

Rick Martin

Executive Officer · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

Ryan Webster

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

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

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

RASOOL MUTAWAKKIL

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

Josh Plave

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

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

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

Jason Thiele

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

Jason Thiele is on 5 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

Ravi Ramachandran

Executive Officer · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

Sakar Kawle

Executive Officer · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

Michael Ribeiro

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

Ronny Philip

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

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

Karen Kong

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

Warren Dresner

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

Listed on the same filings as Brad Perry. Their page shows their other deals.

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

APRIL CROSSLEY

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

Listed on the same filings as Brad Perry. Their page shows their other deals.

The team behind the deals

GL
Sponsor group

Group linked by Merrill Kaliser

60 issuers · 73 filings · $153.8M reported sold · 2010–2026

One team, 60 deal companies. Brad Perry is listed on 6 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 Brad Perry.

T
Sponsor group

Tmf

59 issuers · 66 filings · $246.5M reported sold · 2018–2024

One team, 59 deal companies. Brad Perry is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Brad Perry.

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 7 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 Brad Perry 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 7 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Brad Perry is listed on: none on file. No website or social profile named in ASHLAND GREENE VALUE ADD FUND IV LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #155,357 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 ↗

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 ↗OpenCorporates ↗

Change history

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