Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:09 AM ET

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Brian Bomstein

Named as an officer, director or promoter on SEC Form D filings · FL · Jul 30, 2021 → Feb 4, 2026

2deals (issuers)

$496Mreported sold

38investors

2Form D filings

2021–2026years on file

Follow this person Look 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

Brian Bomstein is listed as an executive officer on 2 SEC Form D filings by 2 issuers between Jul 2021 and Feb 2026: Lakeview Loan Servicing, LLC (Coral Gables, FL — other real estate — 2021; $496M reported sold to 38 investors) and BAM MIPCo, LLC (Coral Gables, FL — other banking and financial services — 2026).

What this means 2 separate companies raised money with this person listed as executive officer, over about 5 years. Across those companies the filings report $496M sold in total.

Listed alongside BAM Intermediate HoldCo (1 shared filing, management entity), Brett Evenson (1 shared filing), Carlos Portugal (1 shared filing), Ester McEwan (1 shared filing), Gregory Geiling (1 shared filing) and 4 others.

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

All 2 issuers belong to the sponsor group Lakeview (2 issuers, $496M reported sold, 2021–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Lakeview has 2 companies on file and $496M 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 (AZ, CA, DE, TX, WA) — 1 court case matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 2 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 2 public filings for Brian Bomstein and found 1 difference: Form D filed 17 days after the first sale.

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 Brian Bomstein has not run yet — it is joining a line of 8,033 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 dismissed

LEVIEN v. BOMSTEIN AGENCY, INC dismissed

District Court, District of Columbia · No. 1:91-cv-02835 · Filed Nov 4, 1991 · Closed Jan 29, 1992 · Nature of suit: 190 Other contract actions

Role of BOMSTEIN AGENCY, INC: Defendant · Outcome: Terminated 1992-01-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same rare surname (1 person in Form D filings, 2 federal dockets); surname only in the caption; court in DC (not a filing state)

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.

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.

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: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

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 Brian Bomstein..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Guttman v. The Bomstein Agency, Inc. closed

United States Bankruptcy Court, D. Maryland · No. 00-05547 · Filed Mar 9, 2000 · Closed Sep 28, 2001

Role of The Bomstein Agency, Inc.: Defendant · Outcome: Case closed 2001-09-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (1 person in Form D filings, 2 federal dockets); surname only in the caption; court in MD (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.

4. Differences between public sources

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

1 difference found between the filings for Brian Bomstein (compared 2 filings on Oct 24, 2026)

Note · Jul 13, 2021 – Jul 30, 2021

Form D filed 17 days after the first sale — Lakeview Loan Servicing, LLC

The filing says the first sale was Jul 13, 2021. The Form D was filed Jul 30, 2021 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jul 30, 2021 ↗Lakeview Loan Servicing, LLC — PartnerFacts page ↗

Sources

Form D · Jul 30, 2021 ↗ (Jul 30, 2021)
Lakeview Loan Servicing, LLC — PartnerFacts page ↗ (Jul 30, 2021)

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

None reported on 2 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail

Offering (latest filing)	Sales commissions	Finder's fees	To insiders	Paid to sell it	Source
Feb 4, 2026 D BAM MIPCo, LLC File 021-572410	$0	$0	$0	None listed on this filing	EDGAR ↗
Jul 30, 2021 D Lakeview Loan Servicing, LLC File 021-408397	$0	$0	$0	None listed on this filing	EDGAR ↗

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 2

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

Other Banking and Financial Services · group: Lakeview

BAM MIPCo, LLC

Coral Gables, FL · Feb 4, 2026

Feb 4, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Senior Vice President and Secretary of the Managing Member) EDGAR ↗

No sales reported yet as of the latest filing. Brian 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: Other Banking and Financial Services / 506(b) (1,630 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 Real Estate · group: Lakeview

Lakeview Loan Servicing, LLC

Coral Gables, FL · Jul 30, 2021

Jul 30, 2021 · D · $496,000,000 sold of $496,000,000 · 38 investors · min. $1 · role: Executive Officer (Senior Vice President, Lakeview Loan Servicing, LLC) EDGAR ↗

Raised $496M from 38 investors (100% of the $496M target) as of the latest filing. Brian 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: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Brian 9

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

Management entity