Sponsor Check › Person
Related person on Form D filings · address states as listed: OH, IL · listed Jul 15, 2013 → Jun 18, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
No SEC search has run yet for this person.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
7 of 15 offerings report sales commissions totalling $52,398,417; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jun 18, 2026 D/A File 021-517282 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 18, 2026 D/A File 021-549357 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 14, 2026 D/A File 021-292375 | $14,590,668 (est.) | $0 (est.) | $0 (est.) | Joseph Grace Holdings, Inc. BrokerCheck CRD 103580 ↗ Jones Lang LaSalle Securities, LLC BrokerCheck CRD 120738 ↗ |
| EDGAR ↗ | Jan 7, 2026 D/A File 021-204260 | $37,617,879 (est.) | $0 (est.) | $0 (est.) | Joseph Grace Holdings, Inc. BrokerCheck CRD 103580 ↗ Equitable Advisors, LLC BrokerCheck CRD 6627 ↗ XT Capital Partners, LLC BrokerCheck CRD 118719 ↗ via Robert Stephen Page (CRD 2060047 ↗) Kelson Capital BrokerCheck CRD 149477 ↗ via Robert Stephen Page (CRD 2060047 ↗) Jones Lang LaSalle Securities, LLC BrokerCheck CRD 120738 ↗ |
| EDGAR ↗ | Dec 19, 2025 D/A File 021-426657 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 14, 2025 D/A File 021-421549 | $158,620 (est.) | $0 (est.) | $0 (est.) | Joseph Grace Holdings, Inc. BrokerCheck CRD 103580 ↗ Jones Lang LaSalle Securities, LLC BrokerCheck CRD 120738 ↗ |
| EDGAR ↗ | Dec 20, 2024 D/A File 021-529000 | $0 | $0 | $0 No proceed being used to make payments to the persons identified in Item 3. | None listed on this filing |
| EDGAR ↗ | Jun 28, 2024 D File 021-517394 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 22, 2022 D File 021-468452 | $6,250 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Dec 22, 2022 D File 021-468451 | $6,250 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Dec 20, 2018 D File 021-328609 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Jul 15, 2015 D/A File 021-199677 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 7, 2014 D File 021-211530 | $12,500 | $0 | $0 | First Liberties Financial BrokerCheck CRD 14432 ↗ via Gary Cutson (CRD 6119195 ↗) |
| EDGAR ↗ | Jun 29, 2010 D/A File 021-133315 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 29, 2010 D/A File 021-132668 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Boyd Watterson Tactical CLO Fund, LP group: Nis | Executive Officer Chief Executive Officer, Chief Investment Officer | Jun 18, 2026 | D/A | Indefinite similar: $763,000–$10,000,000 | $65,000,000 | 2 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson Tactical CLO Offshore Fund, LP group: Nis | Executive Officer Chief Executive Officer, Chief Investment Officer of the Advisor | Jun 18, 2026 | D/A | Indefinite similar: $763,000–$10,000,000 | $51,100,000 | 7 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer Chief Executive Officer and Chief Investment Officer of the Advisor | Jan 14, 2026 | D/A | Indefinite similar: $763,000–$10,000,000 | $2,709,160,603 | 398 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer Chief Executive Officer and Chief Investment Officer of the Advisor | Jan 7, 2026 | D/A | Indefinite similar: $763,000–$10,000,000 | $4,799,345,584 | 896 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Diversified Government REIT II, Inc. group: Nis | Executive Officer, Director President | Dec 19, 2025 | D/A | Indefinite similar: $125,000–$125,000 | $25,276,186 | 102 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Diversified Government REIT, Inc. group: Nis | Director | Nov 14, 2025 | D/A | Indefinite similar: $125,000–$125,000 | $194,346,503 | 38 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Boyd Watterson Tactical CLO Fund, LP group: Nis | Executive Officer Chief Executive Officer, Chief Investment Officer | Jun 25, 2025 | D/A | Indefinite similar: $763,000–$10,000,000 | $45,000,000 | 2 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson Tactical CLO Offshore Fund, LP group: Nis | Executive Officer Chief Executive Officer, Co-Chief Investment Officer of the Advisor | Jun 18, 2025 | D | Indefinite similar: $763,000–$10,000,000 | $10,800,000 | 1 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer Chief Executive Officer and Chief Investment Officer of the Advisor | Jan 22, 2025 | D/A | Indefinite similar: $763,000–$10,000,000 | $2,655,517,684 | 391 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer Chief Executive Officer and Chief Investment Officer of the Advisor | Jan 8, 2025 | D/A | Indefinite similar: $763,000–$10,000,000 | $4,719,022,497 | 879 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Diversified Government REIT II, Inc. group: Nis | Executive Officer, Director President | Dec 20, 2024 | D/A | Indefinite similar: $125,000–$125,000 | $25,276,186 | 102 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | BWIG Mount Vernon LLC group: Nis | Director Board of Managers | Dec 20, 2024 | D/A | $4,201,000 similar: $763,000–$10,000,000 | $4,201,000 | 34 similar: 4–23 | $1 similar: $10,000–$78,388 |
| EDGAR ↗ | Diversified Government REIT, Inc. group: Nis | Director | Nov 15, 2024 | D/A | Indefinite similar: $125,000–$125,000 | $184,646,503 | 36 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | BWIG Mount Vernon LLC group: Nis | Director Board of Managers | Nov 8, 2024 | D | $4,201,000 similar: $155,000–$5,250,000 | $4,201,000 | 34 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | Boyd Watterson Tactical CLO Fund, LP group: Nis | Executive Officer Chief Executive Officer, Co-Chief Investment Officer of the Advisor | Jun 28, 2024 | D | Indefinite similar: $763,000–$10,000,000 | $0 | 0 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson Tactical CLO Fund, LP group: Nis | Executive Officer Chief Executive Officer, Co-Chief Investment Officer of the Advisor | Jun 28, 2024 | D | Indefinite similar: $763,000–$10,000,000 | $0 | 0 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer Chief Executive Officer, Co-Chief Investment Officer of the Advisor | Jun 14, 2024 | D/A | Indefinite similar: $763,000–$10,000,000 | $2,367,927,781 | 351 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer Chief Executive Officer, Co-Chief Investment Officer of the Advisor | Jun 14, 2024 | D/A | Indefinite similar: $763,000–$10,000,000 | $4,315,061,503 | 762 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Diversified Government REIT II, Inc. group: Nis | Executive Officer, Director | Dec 21, 2023 | D/A | Indefinite similar: $125,000–$125,000 | $21,915,000 | 89 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Diversified Government REIT, Inc. group: Nis | Director | Nov 16, 2023 | D/A | Indefinite similar: $125,000–$125,000 | $183,646,503 | 35 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer Chief Executive Officer, Co-Chief Investment Officer of the Advisor | Jun 15, 2023 | D/A | Indefinite similar: $763,000–$10,000,000 | $2,096,891,049 | 296 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer Chief Executive Officer, Co-Chief Investment Officer of the Advisor | Jun 15, 2023 | D/A | Indefinite similar: $763,000–$10,000,000 | $3,929,092,344 | 733 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Diversified Government REIT, Inc. group: Nis | Director Director | Dec 22, 2022 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Diversified Government REIT II, Inc. group: Nis | Director Director | Dec 22, 2022 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Diversified Government REIT II, Inc. group: Nis | Executive Officer, Director | Dec 20, 2022 | D/A | Indefinite similar: $125,000–$125,000 | $6,650,000 | 26 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Diversified Government REIT, Inc. group: Nis | Director | Nov 17, 2022 | D/A | Indefinite similar: $125,000–$125,000 | $56,600,000 | 16 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer Chief Executive Officer, Co-Chief Investment Officer of the Advisor | Jun 16, 2022 | D/A | Indefinite similar: $763,000–$10,000,000 | $3,455,600,707 | 642 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer Chief Executive Officer, Co-Chief Investment Officer of the Advisor | Jun 16, 2022 | D/A | Indefinite similar: $763,000–$10,000,000 | $1,603,507,992 | 257 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Diversified Government REIT II, Inc. group: Nis | Executive Officer, Director | Dec 23, 2021 | D | Indefinite similar: $125,000–$125,000 | $1,600,000 | 4 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Diversified Government REIT, Inc. group: Nis | Director | Nov 17, 2021 | D | Indefinite similar: $125,000–$125,000 | $0 | 0 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Jun 17, 2021 | D/A | Indefinite similar: $763,000–$10,000,000 | $2,869,479,281 | 491 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Jun 17, 2021 | D/A | Indefinite similar: $763,000–$10,000,000 | $903,065,804 | 178 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Jul 29, 2020 | D/A | Indefinite similar: $763,000–$10,000,000 | $1,902,211,813 | 346 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Jul 29, 2020 | D/A | Indefinite similar: $763,000–$10,000,000 | $500,386,761 | 118 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Jul 29, 2019 | D/A | Indefinite similar: $763,000–$10,000,000 | $262,835,000 | 56 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Jul 29, 2019 | D/A | Indefinite similar: $763,000–$10,000,000 | $1,487,268,196 | 300 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson State Government REIT group: Nis | Executive Officer | Dec 20, 2018 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Aug 7, 2018 | D/A | Indefinite similar: $763,000–$10,000,000 | $26,237,500 | 24 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Aug 7, 2018 | D/A | Indefinite similar: $763,000–$10,000,000 | $774,137,215 | 255 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson State Government Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Aug 8, 2017 | D | Indefinite similar: $763,000–$10,000,000 | $0 | 0 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Aug 7, 2017 | D/A | Indefinite similar: $763,000–$10,000,000 | $728,832,619 | 221 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer CEO/CIO of the Advisor | Aug 5, 2016 | D/A | Indefinite similar: $763,000–$10,000,000 | $528,000,000 | 125 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson Ltd Duration Mid-Grade Fund, LLC group: Nis | Executive Officer, Promoter of Managing Member | Jul 15, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $54,365,762 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer CEO/CIO of Titanium Asset Management Corp., parent company of the Advisor. | Mar 17, 2015 | D/A | Indefinite similar: $763,000–$10,000,000 | $197,998,000 | 39 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson Ltd Duration Mid-Grade Fund, LLC group: Nis | Executive Officer, Promoter of Managing Member | Sep 26, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $39,490,787 | 5 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Titanium GSA REIT group: Nis | Executive Officer Trustee of the Issuer | Feb 7, 2014 | D | $125,000 similar: $125,000–$125,000 | $118,000 | 118 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Boyd Watterson GSA Fund, LP group: Nis | Executive Officer CEO/CIO of Titanium Asset Management Corp., parent company of the Advisor. | Oct 9, 2013 | D | Indefinite similar: $763,000–$10,000,000 | $22,500,000 | 6 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Boyd Watterson Ltd Duration Mid-Grade Fund, LLC group: Nis | Executive Officer, Promoter of Managing Member | Jul 15, 2013 | D | Indefinite | $15,000,000 | 1 | $1,000,000 |
| EDGAR ↗ | Titanium TALF Access Fund, Ltd. group: Nis | Executive Officer Director | Jun 29, 2010 | D/A | Indefinite | $5,000,000 | 1 | $2,000,000 |
| EDGAR ↗ | Titanium TALF Opportunity Fund, LLC group: Nis | Executive Officer, Director Chief Operating Officer and Director | Jun 29, 2010 | D/A | Indefinite | $36,000,000 | 4 | $2,000,000 |
| EDGAR ↗ | Titanium TALF Access Fund, Ltd. group: Nis | Executive Officer Director | Aug 4, 2009 | D | Indefinite | $5,000,000 | 1 | $2,000,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); REITS and Finance / 506(b) (3,490 filings); 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.
People and management entities the issuers listed as related persons on the same Form D filings as Brian L. Gevry. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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