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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:18 AM ET

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Bryan J. Klein

Named as an officer, director or promoter on SEC Form D filings · MT · May 31, 2016 → Apr 18, 2025

18deals (issuers)
$189.1Mreported sold
568investors
19Form D filings
2016–2025years on file
Follow this personLook further ↓PDF

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

The short version

Bryan J. Klein is listed as an executive officer, director, and promoter on 19 SEC Form D filings by 18 issuers between Jun 2014 and Apr 2025. Largest by amount reported sold: NWX Apartments LLC (Bozeman, MT — residential — 2023; $33.5M reported sold to 68 investors), Graf Apartments Phase II QOF LLC (Bozeman, MT — residential — 2023; $26.9M reported sold to 66 investors), Knoxville Apartment Group Phase II LLC (Bozeman, MT — residential — 2023; $18.5M reported sold to 48 investors), CDA Hotel LLC (Bozeman, MT — commercial — 2024; $16.7M reported sold to 76 investors), Graf Apartments LLC (Bozeman, MT — residential — 2022; $14.8M reported sold to 32 investors) and 13 more (all listed below).

What this means That is a lot of deals — 18 separate companies raised money with this person listed as executive officer, director, and promoter, over about 11 years. Across those companies the filings report $189.1M sold in total.

Listed alongside Andrew B. Braxton (16 shared filings), Jonathan S. Braxton (16 shared filings), Vance P Braxton III (2 shared filings), Graf Manager LLC (1 shared filing, management entity) and Nicole Warwood (1 shared filing).

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

All 18 issuers belong to the sponsor group Cda Hotel (18 issuers, $189.1M reported sold, 2014–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Cda Hotel has 18 companies on file and $189.1M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 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 19 public filings for Bryan J. Klein and found 8 differences, 2 worth asking the sponsor about: 17 filings report more than 10% of the money raised going to insiders; Bryan J. Klein 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 Bryan J. Klein has not run yet — it is joining a line of 30,308 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 Bryan J. Klein..

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)

Bryan K. Klein closed
United States Bankruptcy Court, D. New Jersey · No. 13-36189 · Filed Nov 29, 2013 · Closed Mar 20, 2014
Role of Bryan K. Klein: Debtor · Outcome: Case closed 2014-03-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in NJ (not a filing state); middle initial differs
Bryan E Klein and Michele L Klein closed
United States Bankruptcy Court, N.D. Illinois · No. 12-14083 · Filed Apr 6, 2012 · Closed Aug 17, 2012
Role of Bryan E Klein and Michele L Klein: Debtor · Outcome: Case closed 2012-08-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in IL (not a filing state); middle initial differs
Bryan G Klein and Tina M Harris Klein closed
United States Bankruptcy Court, S.D. Illinois · No. 10-40881 · Filed Jun 4, 2010 · Closed Apr 4, 2014
Role of Bryan G Klein and Tina M Harris Klein: Debtor · Outcome: Case closed 2014-04-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in IL (not a filing state); middle initial differs
Tina M. Klein and Bryan G. Klein closed
United States Bankruptcy Court, S.D. Illinois · No. 03-42346 · Filed Sep 29, 2003 · Closed Jan 20, 2004
Role of Bryan G. Klein: Debtor · Outcome: Case closed 2004-01-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in IL (not a filing state); middle initial differs
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

8 differences found between the filings for Bryan J. Klein — 2 worth asking about (compared 19 filings on Oct 24, 2026)

Worth asking · Jun 11, 2014 – Apr 18, 2025

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

30% of the money raised went to insiders — Graf Apartments LLC · 28% of the money raised went to insiders — Bozeman Apartment Group Phase II LLC · 31% of the money raised went to insiders — Knoxville Apartment Group LLC · 29% of the money raised went to insiders — Bozeman Apartment Group LLC · 39% of the money raised went to insiders — NF Development LLC · and 12 more

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 · Mar 21, 2022 ↗Graf Apartments LLC — PartnerFacts page ↗Form D · Feb 2, 2021 ↗Bozeman Apartment Group Phase II LLC — PartnerFacts page ↗
Sources
Worth asking · Jun 11, 2014 – Sep 27, 2018

Bryan J. Klein appears on 4 deals that stopped filing before reaching their target

Tukwila Hotel Group LLC (last filing Sep 27, 2018; $0 sold of $15,000,000); BD Creekside Apartments Phase II, LLC (last filing Sep 29, 2017; $550,125 sold of $2,282,000); Oregon Development Ventures LLC (last filing Jan 27, 2017; $442,300 sold of $5,749,900); BD Creekside Apartments Phase I, LLC (last filing Jun 11, 2014; $100,000 sold of $5,700,000). 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.

Tukwila Hotel Group LLC — PartnerFacts page ↗BD Creekside Apartments Phase II, LLC — PartnerFacts page ↗Oregon Development Ventures LLC — PartnerFacts page ↗BD Creekside Apartments Phase I, LLC — PartnerFacts page ↗
Sources
Note · Dec 14, 2020 – Feb 2, 2021

Form D filed 50 days after the first sale — Bozeman Apartment Group Phase II LLC

The filing says the first sale was Dec 14, 2020. The Form D was filed Feb 2, 2021 — 50 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 35 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 · Feb 2, 2021 ↗Bozeman Apartment Group Phase II LLC — PartnerFacts page ↗
Sources
Note · Apr 26, 2019 – May 13, 2019

Form D filed 17 days after the first sale — Bozeman Apartment Group LLC

The filing says the first sale was Apr 26, 2019. The Form D was filed May 13, 2019 — 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 · May 13, 2019 ↗Bozeman Apartment Group LLC — PartnerFacts page ↗
Sources
Note · Mar 29, 2019 – Apr 15, 2019

Form D filed 17 days after the first sale — NF Development LLC

The filing says the first sale was Mar 29, 2019. The Form D was filed Apr 15, 2019 — 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 · Apr 15, 2019 ↗NF Development LLC — PartnerFacts page ↗
Sources
Note · Jun 10, 2014 – Apr 18, 2025

16 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 — CDA Hotel II LLC (latest filing Apr 18, 2025) · No amendment in the last 12 months on an offering that may still be open — CDA Hotel LLC (latest filing Nov 14, 2024) · No amendment in the last 12 months on an offering that may still be open — Graf Apartments Phase II QOF LLC (latest filing Sep 22, 2023) · No amendment in the last 12 months on an offering that may still be open — Knoxville Apartment Group Phase II LLC (latest filing Mar 9, 2023) · No amendment in the last 12 months on an offering that may still be open — NWX Apartments LLC (latest filing Jan 20, 2023) · and 11 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 · Apr 18, 2025 ↗CDA Hotel II LLC — PartnerFacts page ↗Form D · Nov 14, 2024 ↗CDA Hotel LLC — PartnerFacts page ↗
Sources
Note · May 31, 2016 – Jul 18, 2017

Offering amount changed between filings — Bend Two Development LLC

The May 31, 2016 filing says an indefinite amount offered; the Jul 18, 2017 Form D/A says $7,260,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · May 31, 2016 ↗Form D/A (later) · Jul 18, 2017 ↗Bend Two Development LLC — PartnerFacts page ↗
Sources
Note · Jun 11, 2014 – Sep 29, 2017

Bryan J. Klein is written 3 different ways on the filings

listed as "Bryan Klein" on 8 filings (from Jun 11, 2014), and "Bryan John Klein" on 4 filings (from May 31, 2016), and "Bryan J. Klein" on 7 filings (from Sep 29, 2017).

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

Form D · Jun 11, 2014 ↗Form D · May 31, 2016 ↗Form D · Sep 29, 2017 ↗Bryan J. Klein — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

0 of 18 offerings report sales commissions; 0 report finder's fees; 17 report proceeds to related persons totalling $40,122,043. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 18, 2025 D
CDA Hotel II LLC
File 021-544046
$0$0$2,500,000
Manager or its affiliates will receive a construction administration fee and/or a development fee from the proceeds of this offering and the proceeds of a commercial loan.
None listed on this filingEDGAR ↗
Nov 14, 2024 D
CDA Hotel LLC
File 021-529439
$0$0$3,400,000
Manager or its affiliates will receive a construction administration fee and/or a development fee from the proceeds of this offering and the proceeds of a commercial loan.
None listed on this filingEDGAR ↗
Sep 22, 2023 D
Graf Apartments Phase II QOF LLC
File 021-492782
$0$0$0 (est.)
The Manager of the Issuer is entitled to compensation for services performed for the benefit of the Issuer, in each case a percentage of an amount not known at this time. Accordingly, the amount of payments to the Manager is indeterminable at this time.
None listed on this filingEDGAR ↗
Mar 9, 2023 D
Knoxville Apartment Group Phase II LLC
File 021-475381
$0$0$2,883,158 (est.)
The Managers and/or their affiliates and others will directly or indirectly receive a development fee and a construction fee from proceeds of the offering and funds received from a commercial loan.
None listed on this filingEDGAR ↗
Jan 20, 2023 D
NWX Apartments LLC
File 021-471415
$0$0$4,567,487 (est.)
The Managers and/or their affiliates are expected to receive an acquisition fee and construction management fee from proceeds of the offering and funds received from a commercial loan.
None listed on this filingEDGAR ↗
Aug 31, 2022 D
Sandpoint Hotel Group LLC
File 021-457583
$0$0$2,075,000 (est.)
The Manager and/or its affiliates and others have or will directly or indirectly receive a development fee and a construction administration fee from proceeds of the offering and funds received from a commercial loan.
None listed on this filingEDGAR ↗
Apr 14, 2022 D
Bozeman Hotel III LLC
File 021-441890
$0$0$2,084,462 (est.)
The Managers and/or their affiliates and others have or will directly or indirectly receive a development fee and a construction administration fee from proceeds of the offering and funds received from a commercial loan.
None listed on this filingEDGAR ↗
Mar 21, 2022 D
Graf Apartments LLC
File 021-438225
$0$0$4,411,752 (est.)
The Managers and/or their affiliates and others have or will directly or indirectly receive a development fee and a construction administration fee from proceeds of the offering and funds received from a commercial loan.
None listed on this filingEDGAR ↗
Feb 2, 2021 D
Bozeman Apartment Group Phase II LLC
File 021-388139
$0$0$2,230,877
The Managers and/or their affiliates and others have or will directly or indirectly receive a development fee and a construction administration fee from (I) proceeds of the offering; and (ii) funds received from a commercial loan.
None listed on this filingEDGAR ↗
Nov 27, 2019 D
Bozeman Hotel Group LLC
File 021-354421
$0$0$1,996,152 (est.)None listed on this filingEDGAR ↗
Oct 21, 2019 D
Knoxville Apartment Group LLC
File 021-351528
$0$0$3,512,674 (est.)
The Manager and/or their affiliates and others will directly or indirectly receive a development fee, a financing fee, and a construction fee from (i) proceeds of the offering; and (ii) funds received from a commercial loan.
None listed on this filingEDGAR ↗
May 13, 2019 D
Bozeman Apartment Group LLC
File 021-339483
$0$0$2,957,481
The Managers will indirectly receive an administration fee, a development fee, and a financing fee from (i) proceeds of the offering; and (ii) funds received from a commercial loan.
None listed on this filingEDGAR ↗
Apr 15, 2019 D
NF Development LLC
File 021-337268
$0$0$1,500,000
The Managers will indirectly receive an administration fee and a development fee from (i) proceeds of the offering; and (ii) funds received from a commercial loan.
None listed on this filingEDGAR ↗
Sep 27, 2018 D
Tukwila Hotel Group LLC
File 021-322262
$0$0$2,340,000
The Managers will indirectly receive an administration fee and a development fee from (i) proceeds of the offering; and (ii) funds received from a commercial loan.
None listed on this filingEDGAR ↗
Sep 29, 2017 D
BD Creekside Apartments Phase II, LLC
File 021-295662
$0$0$1,245,000 (est.)
The Managers will indirectly receive an administration fee and a development fee from proceeds of the offering. This number is an estimate and excludes use of proceeds for normal salary and other compensation in the ordinary course of business.
None listed on this filingEDGAR ↗
Jul 18, 2017 D/A
Bend Two Development LLC
File 021-264080
$0$0$1,270,000 (est.)
The Managers will, directly or indirectly, receive development and administration fees from (i) the proceeds of the offering; and (ii) funds received from a commercial loan. This amount is in the aggregate, and it is only an estimate at this time.
None listed on this filingEDGAR ↗
Jan 27, 2017 D
Oregon Development Ventures LLC
File 021-279520
$0$0$1,040,000 (est.)
The Managers will, directly or indirectly, receive development and construction administration fees from (i) proceeds of the offering; and (ii) funds received from a commercial loan.
None listed on this filingEDGAR ↗
Jun 11, 2014 D
BD Creekside Apartments Phase I, LLC
File 021-218973
$0$0$108,000None 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 18

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

CH
Commercial · group: Cda Hotel

CDA Hotel II LLC

Bozeman, MT · Apr 18, 2025
  • Apr 18, 2025 · D · $11,624,250 sold of $14,740,000 · 63 investors · min. $16,750 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $11.6M from 63 investors (79% of the $14.7M target) as of the latest filing. Bryan is listed as executive officer, director, 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: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CH
Commercial · group: Cda Hotel

CDA Hotel LLC

Bozeman, MT · Nov 14, 2024
  • Nov 14, 2024 · D · $16,725,000 sold of $22,000,000 · 76 investors · min. $13,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $16.7M from 76 investors (76% of the $22M target) as of the latest filing. Bryan is listed as executive officer, director, 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: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GA
Residential · group: Cda Hotel

Graf Apartments Phase II QOF LLC

Bozeman, MT · Sep 22, 2023
  • Sep 22, 2023 · D · $26,850,000 sold of $30,000,000 · 66 investors · min. No minimum reported · role: Director, Promoter (Principal of the Manager) EDGAR ↗

Raised $26.9M from 66 investors (90% of the $30M target) as of the latest filing. Bryan is listed as director, 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.

KA
Residential · group: Cda Hotel

Knoxville Apartment Group Phase II LLC

Bozeman, MT · Mar 9, 2023
  • Mar 9, 2023 · D · $18,500,000 sold of $21,500,000 · 48 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $18.5M from 48 investors (86% of the $21.5M target) as of the latest filing. Bryan is listed as executive officer, director, 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.

NA
Residential · group: Cda Hotel

NWX Apartments LLC

Bozeman, MT · Jan 20, 2023
  • Jan 20, 2023 · D · $33,450,000 sold of $36,500,000 · 68 investors · min. $33,333 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $33.5M from 68 investors (92% of the $36.5M target) as of the latest filing. Bryan is listed as executive officer, director, 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.

SH
Commercial · group: Cda Hotel

Sandpoint Hotel Group LLC

Bozeman, MT · Aug 31, 2022
  • Aug 31, 2022 · D · $8,700,000 sold of $10,000,000 · 35 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $8.7M from 35 investors (87% of the $10M target) as of the latest filing. Bryan is listed as executive officer, director, 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: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Commercial · group: Cda Hotel

Bozeman Hotel III LLC

Bozeman, MT · Apr 14, 2022
  • Apr 14, 2022 · D · $8,400,000 sold of $10,000,000 · 21 investors · min. $25,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $8.4M from 21 investors (84% of the $10M target) as of the latest filing. Bryan is listed as executive officer, director, 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: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GA
Residential · group: Cda Hotel

Graf Apartments LLC

Bozeman, MT · Mar 21, 2022
  • Mar 21, 2022 · D · $14,850,000 sold of $17,000,000 · 32 investors · min. $25,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $14.8M from 32 investors (87% of the $17M target) as of the latest filing. Bryan is listed as executive officer, director, 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.

BA
Commercial · group: Cda Hotel

Bozeman Apartment Group Phase II LLC

Bozeman, MT · Feb 2, 2021
  • Feb 2, 2021 · D · $8,000,000 sold of $10,000,000 · 28 investors · min. $12,500 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $8M from 28 investors (80% of the $10M target) as of the latest filing. Bryan is listed as executive officer, director, 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: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Commercial · group: Cda Hotel

Bozeman Hotel Group LLC

Bozeman, MT · Nov 27, 2019
  • Nov 27, 2019 · D · $8,436,000 sold of $9,712,500 · 20 investors · min. $55,500 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $8.44M from 20 investors (87% of the $9.71M target) as of the latest filing. Bryan is listed as executive officer, director, 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: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

KA
Residential · group: Cda Hotel

Knoxville Apartment Group LLC

Bozeman, MT · Oct 21, 2019
  • Oct 21, 2019 · D · $11,200,000 sold of $13,000,000 · 43 investors · min. $33,333 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $11.2M from 43 investors (86% of the $13M target) as of the latest filing. Bryan is listed as executive officer, director, 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.

BA
Residential · group: Cda Hotel

Bozeman Apartment Group LLC

Bozeman, MT · May 13, 2019
  • May 13, 2019 · D · $10,200,000 sold of $13,000,000 · 32 investors · min. $100,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $10.2M from 32 investors (78% of the $13M target) as of the latest filing. Bryan is listed as executive officer, director, 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.

ND
Commercial · group: Cda Hotel

NF Development LLC

Bozeman, MT · Apr 15, 2019
  • Apr 15, 2019 · D · $3,800,000 sold of $5,000,000 · 13 investors · min. $100,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $3.8M from 13 investors (76% of the $5M target) as of the latest filing. Bryan is listed as executive officer, director, 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: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TH
Commercial · group: Cda Hotel

Tukwila Hotel Group LLC

Bozeman, MT · Sep 27, 2018
  • Sep 27, 2018 · D · $0 sold of $15,000,000 · 0 investors · min. $200,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

No sales reported yet as of the latest filing. Bryan is listed as executive officer, director, 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: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Residential · group: Cda Hotel

BD Creekside Apartments Phase II, LLC

Bozeman, MT · Sep 29, 2017
  • Sep 29, 2017 · D · $550,125 sold of $2,282,000 · 2 investors · min. $20,375 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $550K from 2 investors (24% of the $2.28M target) as of the latest filing. Bryan is listed as executive officer, director, 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.

BT
Lodging and Conventions · group: Cda Hotel

Bend Two Development LLC

Bozeman, MT · May 31, 2016 → Jul 18, 2017 · 2 filings
  • Jul 18, 2017 · D/A · $7,260,000 sold of $7,260,000 · 19 investors · min. $250,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗
  • May 31, 2016 · D · $2,805,000 sold of Indefinite · 4 investors · min. $250,000 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $7.26M from 19 investors (100% of the $7.26M target) as of the latest filing. Bryan is listed as executive officer, director, 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: Lodging and Conventions / 506(b) (141 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.

OD
Lodging and Conventions · group: Cda Hotel

Oregon Development Ventures LLC

Bozeman, MT · Jan 27, 2017
  • Jan 27, 2017 · D · $442,300 sold of $5,749,900 · 1 investors · min. $20,192 · role: Executive Officer, Director, Promoter (Manager) EDGAR ↗

Raised $442K from 1 investor (8% of the $5.75M target) as of the latest filing. Bryan is listed as executive officer, director, 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: Lodging and Conventions / 506(b) (141 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.

BC
Residential · group: Cda Hotel

BD Creekside Apartments Phase I, LLC

Bozeman, MT · Jun 11, 2014
  • Jun 11, 2014 · D · $100,000 sold of $5,700,000 · 1 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $100K from 1 investor (2% of the $5.7M target) as of the latest filing. Bryan 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.

People around Bryan 5

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

GM
Management entity

Graf Manager LLC

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

Listed on the same filings as Bryan J. Klein. Their page shows their other deals.

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

Andrew B. Braxton

Executive Officer, Promoter, Director · 16 shared filings (15 issuers)

Andrew B. Braxton is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Jonathan S. Braxton

Executive Officer, Promoter, Director · 16 shared filings (15 issuers)

Jonathan S. Braxton is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Vance P Braxton III

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

Listed on the same filings as Bryan J. Klein. Their page shows their other deals.

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

Nicole Warwood

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

Listed on the same filings as Bryan J. Klein. Their page shows their other deals.

The team behind the deals

CH
Sponsor group

Cda Hotel

18 issuers · 19 filings · $189.1M reported sold · 2014–2025

One team, 18 deal companies. Bryan J. Klein is listed on 18 of them.

Sources

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

Same business address

1 other issuer file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 18 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Bryan J. Klein by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 18 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Bryan J. Klein is listed on: none on file. No website or social profile named in NWX Apartments LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #134,415 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 (Bozeman, MT). 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) ↗Montana state courts — find the court ↗

Securities regulators

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

Business registries

Montana Secretary of State business search ↗OpenCorporates ↗

Change history

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