PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:40 AM ET

Sponsor Check › Person

David Adelman

Related person on Form D filings · address states as listed: PA, NY · listed Nov 26, 2014 → Aug 21, 2026

17issuers
33Form D filings
2014–2026years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 12:01 AM ET · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

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 24, 2026, 12:01 AM 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.

2. Regulatory actions

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.

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3. Bankruptcies

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 24, 2026, 12:01 AM 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.

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

11 of 23 offerings report sales commissions totalling $15,337,102; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Aug 21, 2026 D
File 021-594956
$314,000 (est.)$0$0None listed on this filing
EDGAR ↗Jun 24, 2026 D
File 021-588361
$0$0$0None listed on this filing
EDGAR ↗Jun 24, 2026 D
File 021-588362
$43,000 (est.)$0$0None listed on this filing
EDGAR ↗Feb 13, 2026 D/A
File 021-433540
$0$0$0None listed on this filing
EDGAR ↗Jan 30, 2026 D
File 021-571881
$0$0$0None listed on this filing
EDGAR ↗Jan 12, 2023 D/A
File 021-346357
$331,645$0$0
The Issuer will pay management fees to its general partner.
PJT PARTNERS LP BrokerCheck CRD 171058 ↗
EDGAR ↗Oct 19, 2022 D
File 021-462262
$0$0$0None listed on this filing
EDGAR ↗Dec 31, 2020 D
File 021-384966
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Aug 16, 2019 D
File 021-346830
$3,000,000$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
EDGAR ↗Oct 12, 2017 D
File 021-296556
$3,000,000 (est.)$0$0Jeffries LLC BrokerCheck CRD 2347 ↗
via Jeffries LLC (CRD 2347 ↗)

UBS Securities LLC BrokerCheck CRD 7654 ↗
via UBS Securities LLC (CRD 7654 ↗)

BTIG, LLC BrokerCheck CRD 122225 ↗
via BTIG, LLC (CRD 122225 ↗)
EDGAR ↗Feb 24, 2017 D
File 021-281313
$0$0$0None listed on this filing
EDGAR ↗Jan 9, 2017 D
File 021-277883
$0$0$0None listed on this filing
EDGAR ↗Jan 6, 2017 D
File 021-277871
$0$0$0None listed on this filing
EDGAR ↗Jul 20, 2016 D
File 021-267403
$0$0$0None listed on this filing
EDGAR ↗Jun 13, 2016 D
File 021-264888
$2,580,476$0$0Jefferies LLC BrokerCheck CRD 2347 ↗
EDGAR ↗Feb 26, 2016 D/A
File 021-248704
$3,865,481$0$0Jefferies LLC BrokerCheck CRD 2347 ↗
EDGAR ↗Sep 28, 2015 D
File 021-248334
$0$0$0None listed on this filing
EDGAR ↗Apr 2, 2015 D/A
File 021-212544
$940,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
EDGAR ↗Nov 26, 2014 D
File 021-229092
$6,250 (est.)$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Apr 15, 2014 D
File 021-215627
$0$0$0None listed on this filing
EDGAR ↗Mar 11, 2014 D
File 021-213333
$1,250,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
EDGAR ↗Dec 17, 2013 D
File 021-208176
$0$0$0None listed on this filing
EDGAR ↗Jan 27, 2012 D
File 021-172541
$0$0$0None 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).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗KC VC 4, LP
group: Krane
Executive OfficerAug 21, 2026DIndefinite
similar: $500,000–$16,420,250
$32,400,00016
similar: 2–28
$2,500
similar: $5,000–$100,000
EDGAR ↗KC VC 3, LP
group: Krane
Executive OfficerJun 24, 2026DIndefinite
similar: $500,000–$16,420,250
$2,100,0001
similar: 2–28
$2,500
similar: $5,000–$100,000
EDGAR ↗KC VC 7, LP
group: Krane
Executive OfficerJun 24, 2026DIndefinite
similar: $500,000–$16,420,250
$4,300,00014
similar: 2–28
$2,500
similar: $5,000–$100,000
EDGAR ↗FS Credit Real Estate Income Trust, Inc.
group: Kkr
DirectorFeb 13, 2026D/A$50,000,000
similar: $2,500,000–$75,000,000
$36,922,3329
similar: 4–63
$5,000
similar: $15,000–$100,000
EDGAR ↗KC VC 2, LP
group: Krane
Executive OfficerJan 30, 2026DIndefinite
similar: $500,000–$16,420,250
$10,077,50073
similar: 2–28
$2,500
similar: $5,000–$100,000
EDGAR ↗FS Credit Real Estate Income Trust, Inc.
group: Kkr
DirectorFeb 14, 2025D/A$50,000,000
similar: $2,500,000–$75,000,000
$32,170,7327
similar: 4–63
$5,000
similar: $15,000–$100,000
EDGAR ↗FS Credit Real Estate Income Trust, Inc.
group: Kkr
DirectorFeb 14, 2024D/A$50,000,000
similar: $2,500,000–$75,000,000
$25,037,3996
similar: 4–63
$5,000
similar: $15,000–$100,000
EDGAR ↗FS Credit Real Estate Income Trust, Inc.
group: Kkr
DirectorFeb 14, 2023D/A$50,000,000
similar: $2,500,000–$75,000,000
$20,810,7324
similar: 4–63
$5,000
similar: $15,000–$100,000
EDGAR ↗CAMPUS REAL ESTATE PARTNERS II, LP
group: Cv Qoz
Executive OfficerJan 12, 2023D/AIndefinite
similar: $1,675,000–$12,980,153
$150,088,75822
similar: 5–37
No minimum reported
similar: $25,000–$86,942
EDGAR ↗Vide Beverages Inc.
group: Vyde
DirectorOct 19, 2022D$7,247,321
similar: $500,000–$7,000,000
$5,345,34422
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗FS Credit Real Estate Income Trust, Inc.
group: Kkr
DirectorFeb 14, 2022D$50,000,000
similar: $2,500,000–$75,000,000
$2,900,0001
similar: 4–63
$5,000
similar: $15,000–$100,000
EDGAR ↗CAMPUS REAL ESTATE PARTNERS II, LP
group: Cv Qoz
Executive OfficerJan 13, 2022D/AIndefinite
similar: $1,675,000–$12,980,153
$109,615,38512
similar: 5–37
No minimum reported
similar: $25,000–$86,942
EDGAR ↗CAMPUS REAL ESTATE PARTNERS II, LP
group: Cv Qoz
Executive OfficerJan 12, 2021D/AIndefinite
similar: $1,675,000–$12,980,153
$109,615,38512
similar: 5–37
$1
similar: $25,000–$86,942
EDGAR ↗Campus Real Estate Partners II Trust, LLC
group: Cv Qoz
DirectorDec 31, 2020D$125,000
similar: $125,000–$125,000
$00
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗Wheels Up Partners Holdings LLC
group: Wheels
Director
Director
Aug 16, 2019D$128,444,569
similar: $1,010,000–$10,000,000
$128,444,569140
similar: 3–20
$5,355
similar: not enough data
EDGAR ↗CAMPUS REAL ESTATE PARTNERS II, LP
group: Cv Qoz
Executive OfficerAug 12, 2019DIndefinite
similar: $1,675,000–$12,980,153
$00
similar: 5–37
$1
similar: $25,000–$86,942
EDGAR ↗Wheels Up Partners Holdings LLC
group: Wheels
Director
Director
Oct 12, 2017D$117,443,196
similar: $1,010,000–$10,000,000
$117,443,196243
similar: 3–20
$3,526
similar: not enough data
EDGAR ↗Wheels Up Partners Holdings LLC
group: Wheels
DirectorFeb 24, 2017D$300,000
similar: $1,010,000–$10,000,000
$300,0002
similar: 3–20
No minimum reported
similar: not enough data
EDGAR ↗Wheels Up MIP LLC
group: Wheels
Director
Director of Managing Member
Jan 9, 2017D$1
similar: $500,000–$7,000,000
$135
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗Wheels Up Partners Holdings LLC
group: Wheels
DirectorJan 6, 2017D$3,000,000
similar: $1,010,000–$10,000,000
$3,000,0005
similar: 3–20
No minimum reported
similar: not enough data
EDGAR ↗FLOCKU LLC
group: Vfu
Director, PromoterJul 20, 2016D$2,500,000
similar: $1,100,015–$10,001,163
$250,0002
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗Wheels Up Partners Holdings LLC
group: Wheels
DirectorJun 13, 2016D$120,750,000
similar: $1,010,000–$10,000,000
$120,750,00043
similar: 3–20
No minimum reported
similar: not enough data
EDGAR ↗Wheels Up Partners Holdings LLC
group: Wheels
DirectorFeb 26, 2016D/A$115,000,000
similar: $1,010,000–$10,000,000
$96,637,032192
similar: 3–20
$1,000
similar: not enough data
EDGAR ↗Wheels Up Partners Holdings LLC
group: Wheels
DirectorOct 2, 2015D$115,000,000
similar: $1,010,000–$10,000,000
$66,399,99613
similar: 3–20
$1,000
similar: not enough data
EDGAR ↗Wheels Up MIP LLC
group: Wheels
Director
Director of Managing Member
Sep 28, 2015DIndefinite
similar: $500,000–$7,000,000
$05
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗Campus-Clarion Student Housing Partners, LP
group: Cv Qoz
Executive Officer
Executive Board Member of the Issuer's General Partner
Apr 2, 2015D/A$550,000,000
similar: $155,000–$5,250,000
$246,445,00028
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Campus-Clarion Student Housing Trust
group: Cv Qoz
Executive Officer, Director
Trustee and President
Nov 26, 2014D$125,000
similar: $2,250,000–$16,950,000
$125,000125
similar: 5–32
$1
similar: $15,000–$100,000
EDGAR ↗FS Investment Corp III
group: Kkr
Director
Vice Chairman/Interested Director
Apr 15, 2014D$90,000,000
similar: $155,000–$5,250,000
$11,786,75393
similar: 4–27
$5,000
similar: $1,000–$100,000
EDGAR ↗Campus-Clarion Student Housing Partners, LP
group: Cv Qoz
Executive Officer
Executive Board Member of the Issuer's General Partner
Apr 3, 2014D/A$550,000,000
similar: $155,000–$5,250,000
$114,643,0006
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Campus-Clarion Student Housing Partners Feeder Investors, LP
group: Cv Qoz
Executive Officer
Executive Board Member of the Issuer's General Partner
Mar 11, 2014D$100,000,000
similar: $155,000–$5,250,000
$2,250,0004
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Campus-Clarion Student Housing Partners, LP
group: Cv Qoz
Executive Officer
Executive Board Member of the Issuer's General Partner
Feb 26, 2014D$550,000,000
similar: $155,000–$5,250,000
$114,643,0006
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗FS Global Credit Opportunities Fund-A
group: Kkr
DirectorDec 17, 2013D$41,865,528
similar: $155,000–$5,250,000
$41,865,528229
similar: 4–27
$5,000
similar: $1,000–$100,000
EDGAR ↗FS Investment Corp II
group: Kkr
DirectorJan 27, 2012D$90,000,000
similar: $155,000–$5,250,000
$00
similar: 4–27
$100,000
similar: $1,000–$100,000

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 (9 industry/exemption sets on this page); 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 listings under the same name

Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.

  • David Adelman — address state MA, 1 issuer, May 18, 2015 → May 18, 2015
  • David Adelman — address state WA, 1 issuer, Apr 25, 2022 → Apr 25, 2022

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 40 names on the same filings (6 management entities, 34 people)

People and management entities the issuers listed as related persons on the same Form D filings as David Adelman. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.

  • Adam Krane Capital Management, LLC entity — 3 shared filings (3 issuers) · role as listed: Promoter · also listed on 1 other issuer
  • Wheels Up Partners Holdings LLC entity — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Darco FlockU LLC entity — 1 shared filing (1 issuer) · role as listed: Promoter
  • VFU LLC entity — 1 shared filing (1 issuer) · role as listed: Promoter
  • Adam AG Dillon Asset Management, LP entity — 1 shared filing (1 issuer) · role as listed: Promoter
  • Krane Capital Management, LLC entity — 1 shared filing (1 issuer) · role as listed: Promoter
  • Daniel Bernstein — 10 shared filings (5 issuers) · roles as listed: Executive Officer, Director · also listed on 1 other issuer
  • Kenneth Dichter — 9 shared filings (2 issuers) · roles as listed: Executive Officer, Director · also listed on 5 other issuers
  • Alan Goldfarb — 9 shared filings (2 issuers) · role as listed: Director · also listed on 23 other issuers
  • Jason Horowitz — 9 shared filings (2 issuers) · role as listed: Executive Officer
  • Michael C. Forman — 8 shared filings (4 issuers) · roles as listed: Executive Officer, Director · also listed on 5 other issuers
  • David Kaufman — 8 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 1 other issuer
  • Bill Allard — 8 shared filings (2 issuers) · roles as listed: Executive Officer, Director
  • Stephen S. Sypherd — 7 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 3 other issuers
  • Robert Withers — 6 shared filings (2 issuers) · role as listed: Executive Officer
  • Chih Cheung — 6 shared filings (2 issuers) · role as listed: Director
  • David Gilbert — 5 shared filings (3 issuers) · roles as listed: Executive Officer, Director · also listed on 33 other issuers
  • James Volk — 5 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 2 other issuers
  • Robert D. Greer, Jr. — 5 shared filings (3 issuers) · roles as listed: Executive Officer, Director
  • John A. Fry — 5 shared filings (1 issuer) · role as listed: Director · also listed on 1 other issuer
  • Terence J. Connors — 5 shared filings (1 issuer) · role as listed: Director
  • Jeffrey Krasnoff — 5 shared filings (1 issuer) · role as listed: Director
  • Ryan N. Boyer — 5 shared filings (1 issuer) · role as listed: Director
  • Karen D. Buchholz — 5 shared filings (1 issuer) · role as listed: Director
  • James W. Brown — 5 shared filings (1 issuer) · role as listed: Director
  • Carl Thorsberg — 4 shared filings (2 issuers) · role as listed: Executive Officer
  • Edward T. Gallivan — 4 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 1 other issuer
  • Mary Gallagher — 4 shared filings (2 issuers) · role as listed: Executive Officer
  • Jonathan Krane — 4 shared filings (4 issuers) · role as listed: Executive Officer · also listed on 6 other issuers
  • David M. Schiff — 4 shared filings (1 issuer) · role as listed: Director
  • Kinfai Lo — 4 shared filings (4 issuers) · role as listed: Executive Officer
  • Odette Gafner — 4 shared filings (4 issuers) · role as listed: Executive Officer
  • Jonathan Allen Shelon — 4 shared filings (4 issuers) · role as listed: Executive Officer
  • Gerald F. Stahlecker III — 3 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 6 other issuers
  • Brian Radecki — 3 shared filings (1 issuer) · role as listed: Director
  • William Goebel — 2 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 3 other issuers
  • Salvatore R. Faia — 2 shared filings (2 issuers) · role as listed: Executive Officer
  • Byron Daniel Crowe, Jr. — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • William P. Hankowsky — 2 shared filings (1 issuer) · role as listed: Director
  • Zachary Klehr — 2 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 2 other issuers

Other offering types (Regulation A and Regulation Crowdfunding)

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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