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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:23 AM ET

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Brian Weinstein

Named as an officer, director or promoter on SEC Form D filings · NY · Aug 27, 2014 → Jun 30, 2026

6deals (issuers)
$2.26Breported sold
197investors
9Form D filings
2014–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:31 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Brian Weinstein is listed as an executive officer and promoter on 9 SEC Form D filings by 6 issuers between Aug 2014 and Jun 2026. Largest by amount reported sold: Apollo IG Core Replacement, L.P. (New York, NY — pooled investment fund — 2026; $1.63B reported sold to 12 investors), Apollo IG Core Replacement (STE), L.P. (New York, NY — pooled investment fund — 2026; $345M reported sold to 3 investors), Apollo IG Core Replacement (Cayman), L.P. (New York, NY — pooled investment fund — 2026; $204.9M reported sold to 2 investors), Blue Elephant Specialty Finance Fund, LP (Irvington, NY — pooled investment fund — 2014–2017; $72.3M reported sold to 172 investors), Blue Elephant Offshore P2P Income Fund, Ltd. (Irvington, NY — pooled investment fund — 2016; $2.13M reported sold to 6 investors) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer and promoter, over about 12 years. Across those companies the filings report $2.26B sold in total.

Listed alongside Ashees Jain (6 shared filings), Joseph P. Marra (6 shared filings), Blue Elephant Capital Management, LLC (5 shared filings, management entity), Blue Elephant Partners, LLC (4 shared filings, management entity), Ben Brookstone (3 shared filings) and 28 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.

The issuers belong to 2 sponsor groups: Apollo (520 issuers, $556.2B reported sold, 2009–2026) and Blue Elephant (9 issuers, $117.8M reported sold, 2013–2024).

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) — 3 bankruptcy cases matching the name listed in Key records below.

What this means 3 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 9 public filings for Brian Weinstein and found 12 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; 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 Brian Weinstein has not run yet — it is joining a line of 31,850 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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, 2:31 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 Brian Weinstein..

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

3 cases: 3 closed (disposition not in docket feed)

Brian D. Weinstein and Judith S. Weinstein closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 22-20088 · Filed Jan 13, 2022 · Closed Mar 2, 2022
Role of Brian D. Weinstein and Judith S. Weinstein: Debtor · Outcome: Case closed 2022-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in PA (not a filing state)
Brian J Weinstein closed
United States Bankruptcy Court, N.D. Illinois · No. 18-06586 · Filed Mar 7, 2018 · Closed Aug 3, 2018
Role of Brian J Weinstein: Debtor · Outcome: Case closed 2018-08-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
Brian S. Weinstein closed
United States Bankruptcy Court, D. Maryland · No. 97-17482 · Filed Jul 8, 1997 · Closed Oct 21, 1997
Role of Brian S. Weinstein: Debtor · Outcome: Case closed 1997-10-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; 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, 2:31 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

12 differences found between the filings for Brian Weinstein — 5 worth asking about (compared 9 filings on Oct 24, 2026)

Note · Mar 25, 1998 – Aug 21, 2000

Bankruptcy case: Richard C. Breeden, Esq. v. Lotito — filed Mar 25, 1998

United States Bankruptcy Court, N.D. New York docket "Richard C. Breeden, Esq. v. Lotito" filed Mar 25, 1998, closed Aug 21, 2000. Michael Lotito (listed on the same filings) is listed as Defendant ("Lotito"). 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.

Sources
Worth asking · Jun 30, 2025 – Jun 30, 2026

Amount sold went down between filings — Apollo IG Core Replacement (STE), L.P.

The Jun 30, 2025 filing says $120,000,000 sold; the Jun 30, 2026 Form D/A says $105,226,576 sold — $14,773,424 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Nov 7, 2016 – Dec 19, 2017

Amount sold went down between filings — Blue Elephant Specialty Finance Fund, LP

The Nov 7, 2016 filing says $45,081,783 sold; the Dec 19, 2017 Form D/A says $42,732,689 sold — $2,349,094 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Jun 30, 2025 – Jun 30, 2026

Investor count went down between filings — Apollo IG Core Replacement (STE), L.P.

The Jun 30, 2025 filing reports 2 investors; the Jun 30, 2026 Form D/A reports 1 investor.

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.

Sources
Worth asking · Dec 1, 2015 – Feb 11, 2016

Form D filed 72 days after the first sale — Blue Elephant Offshore P2P Income Fund, Ltd.

The filing says the first sale was Dec 1, 2015. The Form D was filed Feb 11, 2016 — 72 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 57 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.

Sources
Note · Jul 1, 2014 – Aug 27, 2014

Form D filed 57 days after the first sale — Blue Elephant Offshore Consumer Fund, Ltd.

The filing says the first sale was Jul 1, 2014. The Form D was filed Aug 27, 2014 — 57 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 42 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.

Sources
Note · Dec 1, 2015 – Feb 11, 2016

No amendment in the last 12 months on an offering that may still be open — Blue Elephant Offshore P2P Income Fund, Ltd. (latest filing Feb 11, 2016)

The latest filing for this offering is dated Feb 11, 2016 (first sale Dec 1, 2015). It reports $2,128,374 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Jul 1, 2014 – Aug 27, 2014

No amendment in the last 12 months on an offering that may still be open — Blue Elephant Offshore Consumer Fund, Ltd. (latest filing Aug 27, 2014)

The latest filing for this offering is dated Aug 27, 2014 (first sale Jul 1, 2014). It reports $1,445,963 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Worth asking · Dec 19, 2017 – Feb 20, 2019

Brian Weinstein is no longer listed on the Feb 20, 2019 amendment — Blue Elephant Specialty Finance Fund, LP

Brian Weinstein appears on the Dec 19, 2017 Form D/A (executive officer, promoter) but not on the Feb 20, 2019 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.

Sources
Note · Aug 9, 2013 – Aug 27, 2014

Minimum investment changed between filings — Blue Elephant Specialty Finance Fund, LP

The Aug 9, 2013 filing lists a minimum of $500,000; the Aug 27, 2014 Form D/A lists $0.

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

Sources
Note · Aug 9, 2013 – Aug 27, 2014

Reported net asset value range changed between filings — Blue Elephant Specialty Finance Fund, LP

"Not Applicable" (Aug 9, 2013); then "Decline to Disclose" (Aug 27, 2014).

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.

Sources
Note · Jul 11, 2013

Same name, different state: "Brian Weinstein" (CA) is a separate record

This page covers filings where the address state is NY. A separate record, "Brian Weinstein" with address state CA, is listed on 1 filing — most recently by Mandalay Sports Media, LLC (Jul 11, 2013). The two records do not overlap in time: this page runs Aug 27, 2014 to Jun 30, 2026; the other has one filing dated Jul 11, 2013.

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.

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 6 offerings report sales commissions; 0 report finder's fees; 2 report proceeds to related persons totalling $51,362. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 30, 2026 D/A
Apollo IG Core Replacement (STE), L.P.
File 021-433582
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D/A
Apollo IG Core Replacement, L.P.
File 021-550347
$0$0$0
.
None listed on this filingEDGAR ↗
Jun 30, 2026 D/A
Apollo IG Core Replacement (Cayman), L.P.
File 021-550349
$0$0$0
.
None listed on this filingEDGAR ↗
Dec 19, 2017 D/A
Blue Elephant Specialty Finance Fund, LP
File 021-201072
$0 (est.)$0 (est.)$22,282 (est.)
The above is an estimate of the organizational expenses incurred to date.
None listed on this filingEDGAR ↗
Feb 11, 2016 D
Blue Elephant Offshore P2P Income Fund, Ltd.
File 021-257305
$0$0$0 (est.)
Estimated monthly management, equal to 1/12th of 1% of the net asset value of each Share, is payable in arrears; Performance Allocation may be issued but is not included in the estimate due to the contingent nature of the Allocation.
None listed on this filingEDGAR ↗
Aug 27, 2014 D
Blue Elephant Offshore Consumer Fund, Ltd.
File 021-223697
$0$0$29,080 (est.)
Monthly Management Fee, equal to 1/12th of 1% of the net asset value of each share, is payable in arrears; Performance fee may be issued but not included due to the contingent nature of the fee.
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 6

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

Pooled Investment Fund · group: Apollo

Apollo IG Core Replacement (Cayman), L.P.

New York, NY · Jun 30, 2026
  • Jun 30, 2026 · D/A · $204,919,134 sold of Indefinite · 2 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner) EDGAR ↗

Raised $204.9M from 2 investors as of the latest filing. Brian is listed as executive officer.

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.

Pooled Investment Fund · group: Apollo

Apollo IG Core Replacement, L.P.

New York, NY · Jun 30, 2026
  • Jun 30, 2026 · D/A · $1,631,868,277 sold of Indefinite · 12 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner) EDGAR ↗

Raised $1.63B from 12 investors as of the latest filing. Brian is listed as executive officer.

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.

Pooled Investment Fund · group: Apollo

Apollo IG Core Replacement (STE), L.P.

New York, NY · Jun 30, 2026
  • Jun 30, 2026 · D/A · $105,226,576 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner) EDGAR ↗

Raised $345M from 3 investors as of the latest filing. Brian is listed as executive officer.

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.

Pooled Investment Fund · group: Blue Elephant

Blue Elephant Specialty Finance Fund, LP

Irvington, NY · Aug 27, 2014 → Dec 19, 2017 · 4 filings
  • Dec 19, 2017 · D/A · $42,732,689 sold of Indefinite · 108 investors · min. No minimum reported · role: Executive Officer, Promoter (Manager of Blue Elephant Partners, LLC, the General Partner) EDGAR ↗
  • Nov 7, 2016 · D/A · $45,081,783 sold of Indefinite · 108 investors · min. No minimum reported · role: Executive Officer, Promoter (Manager of Blue Elephant Partners, LLC, the General Partner) EDGAR ↗
  • Mar 14, 2016 · D/A · $37,044,685 sold of Indefinite · 84 investors · min. No minimum reported · role: Executive Officer, Promoter (Manager of Blue Elephant Partners, LLC, the General Partner) EDGAR ↗
  • Aug 27, 2014 · D/A · $19,591,627 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer, Promoter (Manager of Blue Elephant Partners, LLC, the General Partner) EDGAR ↗

Raised $72.3M from 172 investors as of the latest filing. Brian is listed as executive officer, promoter on 4 filings for this deal.

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.

Pooled Investment Fund · group: Blue Elephant

Blue Elephant Offshore P2P Income Fund, Ltd.

Irvington, NY · Feb 11, 2016
  • Feb 11, 2016 · D · $2,128,374 sold of Indefinite · 6 investors · min. $100,000 · role: Executive Officer, Promoter (Manager of Blue Elephant Capital Management, LLC, the Investment Manager of Issuer) EDGAR ↗

Raised $2.13M from 6 investors as of the latest filing. Brian is listed as executive officer, promoter.

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.

Pooled Investment Fund · group: Blue Elephant

Blue Elephant Offshore Consumer Fund, Ltd.

Irvington, NY · Aug 27, 2014
  • Aug 27, 2014 · D · $1,445,963 sold of Indefinite · 2 investors · min. $100,000 · role: Executive Officer, Promoter (Principal of Blue Elephant Capital Management, LLC, the Investment Manager of Issuer) EDGAR ↗

Raised $1.45M from 2 investors as of the latest filing. Brian is listed as executive officer, promoter.

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.

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.

  • Brian Weinstein — CA, 1 issuer, Jul 11, 2013 → Jul 11, 2013 · no shared issuer

People around Brian 33

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

Management entity

Blue Elephant Capital Management, LLC

Promoter · 5 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Brian Weinstein. Their page shows their other deals.

Management entity

Blue Elephant Partners, LLC

Promoter · 4 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Brian Weinstein. Their page shows their other deals.

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

Ashees Jain

Executive Officer, Promoter · 6 shared filings (3 issuers) · also on 5 other issuers

Ashees Jain is on 8 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

Joseph P. Marra

Executive Officer, Promoter · 6 shared filings (3 issuers) · also on 6 other issuers

Joseph P. Marra is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Shari Verschell

Executive Officer · 3 shared filings (3 issuers) · also on 397 other issuers

Shari Verschell is on 400 issuers in total — a repeat sponsor. Their page lists every one.

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

Catherine Mullarney

Executive Officer · 3 shared filings (3 issuers) · also on 248 other issuers

Catherine Mullarney is on 251 issuers in total — a repeat sponsor. Their page lists every one.

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

James Elworth

Executive Officer · 3 shared filings (3 issuers) · also on 339 other issuers

James Elworth is on 342 issuers in total — a repeat sponsor. Their page lists every one.

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

Whitney Chatterjee

Executive Officer · 3 shared filings (3 issuers) · also on 174 other issuers

Whitney Chatterjee is on 177 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

Martin B. Kelly

Executive Officer · 3 shared filings (3 issuers) · also on 367 other issuers

Martin B. Kelly is on 370 issuers in total — a repeat sponsor. Their page lists every one.

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

Leah Karlov

Executive Officer · 3 shared filings (3 issuers) · also on 58 other issuers

Leah Karlov is on 61 issuers in total — a repeat sponsor. Their page lists every one.

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

Matthew Breitfelder

Executive Officer · 3 shared filings (3 issuers) · also on 293 other issuers

Matthew Breitfelder is on 296 issuers in total — a repeat sponsor. Their page lists every one.

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

William B. Kuesel

Executive Officer · 3 shared filings (3 issuers) · also on 386 other issuers

William B. Kuesel is on 389 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Carney

Executive Officer · 3 shared filings (3 issuers) · also on 220 other issuers

Brian Carney is on 223 issuers in total — a repeat sponsor. Their page lists every one.

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

Katherine G. Newman

Executive Officer · 3 shared filings (3 issuers) · also on 413 other issuers

Katherine G. Newman is on 416 issuers in total — a repeat sponsor. Their page lists every one.

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

Jessica L. Lomm

Executive Officer · 3 shared filings (3 issuers) · also on 425 other issuers

Jessica L. Lomm is on 428 issuers in total — a repeat sponsor. Their page lists every one.

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

Mandee Lee

Executive Officer · 3 shared filings (3 issuers) · also on 184 other issuers

Mandee Lee is on 187 issuers in total — a repeat sponsor. Their page lists every one.

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

Brett Rieders

Executive Officer · 3 shared filings (3 issuers) · also on 30 other issuers

Brett Rieders is on 33 issuers in total — a repeat sponsor. Their page lists every one.

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

Yael Levy

Executive Officer · 3 shared filings (3 issuers) · also on 259 other issuers

Yael Levy is on 262 issuers in total — a repeat sponsor. Their page lists every one.

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

Nari Na

Executive Officer · 3 shared filings (3 issuers) · also on 228 other issuers

Nari Na is on 231 issuers in total — a repeat sponsor. Their page lists every one.

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

Byron Vielehr

Executive Officer · 3 shared filings (3 issuers) · also on 68 other issuers

Byron Vielehr is on 71 issuers in total — a repeat sponsor. Their page lists every one.

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

John Zito

Executive Officer · 3 shared filings (3 issuers) · also on 80 other issuers

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

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

Michael Lotito

Executive Officer · 3 shared filings (3 issuers) · also on 79 other issuers

Michael Lotito is on 82 issuers in total — a repeat sponsor. Their page lists every one.

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

Susan Kendall

Executive Officer · 3 shared filings (3 issuers) · also on 54 other issuers

Susan Kendall is on 57 issuers in total — a repeat sponsor. Their page lists every one.

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

Ben Brookstone

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Brian Weinstein. Their page shows their other deals.

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

Scott Kleinman

Executive Officer · 2 shared filings (2 issuers) · also on 289 other issuers

Scott Kleinman is on 291 issuers in total — a repeat sponsor. Their page lists every one.

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

Stephanie Sundel

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

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

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

Kristen Hester

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

Kristen Hester is on 5 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

Jeff Horowitz

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Brian Weinstein. Their page shows their other deals.

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

Kristin Hester

Executive Officer · 1 shared filing (1 issuer) · also on 80 other issuers

Kristin Hester is on 81 issuers in total — a repeat sponsor. Their page lists every one.

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

Stefanie Sundel

Executive Officer · 1 shared filing (1 issuer) · also on 172 other issuers

Stefanie Sundel is on 173 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

Jeffrey Horowitz

Executive Officer · 1 shared filing (1 issuer) · also on 68 other issuers

Jeffrey Horowitz is on 69 issuers in total — a repeat sponsor. Their page lists every one.

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

Scott M. Kleinman

Executive Officer · 1 shared filing (1 issuer) · also on 49 other issuers

Scott M. Kleinman is on 50 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Apollo

520 issuers · 957 filings · $556.2B reported sold · 2009–2026

One team, 520 deal companies. Brian Weinstein is listed on 3 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 Brian Weinstein.

Sponsor group

Blue Elephant

9 issuers · 36 filings · $117.8M reported sold · 2013–2024

One team, 9 deal companies. Brian Weinstein is listed on 3 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 Brian Weinstein.

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)

A person is never an adviser firm. 1 of the 6 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Blue Elephant Specialty Finance Fund, LP.

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 Brian Weinstein 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 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Brian Weinstein is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

apollo.com ↗ found on Apollo IG Core Replacement (Cayman), L.P. (apollo.com — same registered sponsor family (group "Apollo"); known from issuer CIK 1882850 (search:bing))

Change history

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