PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:42 AM ET

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DAVID S. KATZ

Named as an officer, director or promoter on SEC Form D filings · IL · Oct 1, 2010 → Mar 24, 2014

16deals (issuers)
$9.21Breported sold
400investors
25Form D filings
2010–2014years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

DAVID S. KATZ is listed as an executive officer, director, and promoter on 25 SEC Form D filings by 16 issuers between Mar 2010 and Oct 2026. Largest by amount reported sold: GTCR FUND XI/A LP (Chicago, IL — pooled investment fund — 2013–2014; $3.06B reported sold to 106 investors), GTCR FUND XI/B LP (Chicago, IL — pooled investment fund — 2013–2014; $3.06B reported sold to 106 investors), GTCR FUND XI/C LP (Chicago, IL — pooled investment fund — 2013–2014; $791M reported sold to 21 investors), GTCR INVESTORS (CROWN) LP (Chicago, IL — pooled investment fund — 2014; $491.5M reported sold to 22 investors), GTCR Aggregator (FT) LP (Chicago, IL — pooled investment fund — 2011; $432.9M reported sold to 15 investors) and 11 more (all listed below).

What this means That is a lot of deals — 16 separate companies raised money with this person listed as executive officer, director, and promoter, over about 16 years. Across those companies the filings report $9.21B sold in total.

Listed alongside CONSTANTINE S. MIHAS (15 shared filings), ANNA MAY L. TRALA (14 shared filings), CHRISTIAN B. MCGRATH (14 shared filings), COLLIN E. ROCHE (14 shared filings), CRAIG A. BONDY (14 shared filings) and 23 others.

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

The issuers belong to 2 sponsor groups: Gtcr (90 issuers, $71.8B reported sold, 2009–2026) and Blue Vista (16 issuers, $958.3M reported sold, 2011–2026).

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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 3 court cases matching the name, 17 bankruptcy cases matching the name listed in Key records below.

What this means 20 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 25 public filings for DAVID S. KATZ and found 9 differences, 2 worth asking the sponsor about: DAVID S. KATZ appears on 5 deals that stopped filing before reaching their target; Form D filed 111 days after the first sale; 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 DAVID S. KATZ has not run yet — it is #20,726 of 26,125 in line; 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: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

3 cases: 2 closed (disposition not in docket feed), 1 judgment

KATZ, DAVID v. FORD MOTOR COMPANY closed
District Court, S.D. Indiana · No. 1:03-cv-05736 · Filed Mar 3, 2003 · Closed Nov 10, 2003 · Nature of suit: 890 Other statutory actions
Role of KATZ, DAVID: Plaintiff · Outcome: Terminated 2003-11-10 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in IN (not a filing state)
David Katz v. Ford Motor Company closed
District Court, C.D. California · No. 2:02-cv-07149 · Filed Sep 12, 2002 · Closed Mar 14, 2003 · Nature of suit: 890 Other statutory actions
Role of David Katz: Plaintiff · Outcome: Terminated 2003-03-14 — FJC Integrated Database disposition: Multi-district litigation transfer Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in CA (not a filing state)
DAVID KATZ v. MARTIN COHN judgment
District Court, N.D. California · No. · Filed Apr 26, 1988 · Closed Aug 11, 1988 · Nature of suit: 190 Other contract actions
Role of DAVID KATZ: Plaintiff · Outcome: Terminated 1988-08-11 — FJC Integrated Database disposition: Judgment on jury verdict; judgment for plaintiff Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in CA (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched DAVID S. KATZ..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

17 cases: 17 closed (disposition not in docket feed)

David Katz closed
United States Bankruptcy Court, N.D. Texas · No. 20-42716 · Filed Aug 27, 2020 · Closed Dec 23, 2020
Role of David Katz: Debtor · Outcome: Case closed 2020-12-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in TX (not a filing state)
David Katz closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 16-15208 · Filed Jul 25, 2016 · Closed Jan 3, 2022
Role of David Katz: Debtor · Outcome: Case closed 2022-01-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in PA (not a filing state)
David S. Katz closed
United States Bankruptcy Court, D. Connecticut · No. 15-22167 · Filed Dec 18, 2015 · Closed Apr 20, 2016
Role of David S. Katz: Debtor · Outcome: Case closed 2016-04-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in CT (not a filing state)
David Katz closed
United States Bankruptcy Court, E.D. New York · No. 1-15-44051 · Filed Aug 31, 2015 · Closed Feb 13, 2020
Role of David Katz: Debtor · Outcome: Case closed 2020-02-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in NY (not a filing state)
DAVID S KATZ closed
United States Bankruptcy Court, D. Arizona · No. 2:10-bk-21512 · Filed Jul 9, 2010 · Closed May 27, 2015
Role of DAVID S KATZ: Debtor · Outcome: Case closed 2015-05-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in AR (not a filing state)
David Katz closed
United States Bankruptcy Court, S.D. Florida. · No. 08-21245 · Filed Aug 7, 2008 · Closed Nov 13, 2008
Role of David Katz: Debtor · Outcome: Case closed 2008-11-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in FL (not a filing state)
David Katz closed
United States Bankruptcy Court, C.D. California · No. 9:06-bk-10231 · Filed May 9, 2006 · Closed Nov 2, 2006
Role of David Katz: Debtor · Outcome: Case closed 2006-11-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in CA (not a filing state)
David Katz closed
United States Bankruptcy Court, S.D. New York · No. 05-25602 · Filed Oct 16, 2005 · Closed Oct 31, 2006
Role of David Katz: Debtor · Outcome: Case closed 2006-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in NY (not a filing state)
David H. Katz and Rebecca G. Katz closed
United States Bankruptcy Court, C.D. Illinois · No. 05-74897 · Filed Sep 15, 2005 · Closed Jan 16, 2006
Role of David H. Katz and Rebecca G. Katz: Debtor · Outcome: Case closed 2006-01-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in the person's filing state (IL); middle initial differs
David S. Katz closed
United States Bankruptcy Court, D. Connecticut · No. 03-20426 · Filed Feb 12, 2003 · Closed Sep 3, 2003
Role of David S. Katz: Debtor · Outcome: Case closed 2003-09-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in CT (not a filing state)
DAVID S KATZ closed
United States Bankruptcy Court, D. Arizona · No. 2:02-bk-14620 · Filed Sep 13, 2002 · Closed Oct 28, 2004
Role of DAVID S KATZ: Debtor · Outcome: Case closed 2004-10-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in AR (not a filing state)
David S. Katz closed
United States Bankruptcy Court, S.D. Florida. · No. 00-18902 · Filed Oct 5, 2000 · Closed Dec 20, 2001
Role of David S. Katz: Debtor · Outcome: Case closed 2001-12-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in FL (not a filing state)
David Katz closed
United States Bankruptcy Court, E.D. New York · No. 1-98-28207 · Filed Dec 30, 1998 · Closed May 3, 1999
Role of David Katz: Debtor · Outcome: Case closed 1999-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in NY (not a filing state)
David S. Katz closed
United States Bankruptcy Court, D. New Jersey · No. 98-40769 · Filed Aug 20, 1998 · Closed Apr 3, 2000
Role of David S. Katz: Debtor · Outcome: Case closed 2000-04-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in NJ (not a filing state)
David Katz closed
United States Bankruptcy Court, C.D. California · No. 1:97-bk-20694 · Filed Aug 1, 1997 · Closed Nov 20, 1997
Role of David Katz: Debtor · Outcome: Case closed 1997-11-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in CA (not a filing state)
David Katz closed
United States Bankruptcy Court, S.D. Florida. · No. 92-23676 · Filed Aug 14, 1992 · Closed Jul 28, 1995
Role of David Katz: Debtor · Outcome: Case closed 1995-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in FL (not a filing state)
David Katz closed
United States Bankruptcy Court, D. Connecticut · No. 92-20504 · Filed Feb 12, 1992 · Closed May 21, 1992
Role of David Katz: Debtor · Outcome: Case closed 1992-05-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 72 federal dockets); 13 people with this name in Form D filings; court in CT (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, 2:17 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

9 differences found between the filings for DAVID S. KATZ — 2 worth asking about (compared 25 filings on Oct 24, 2026)

Worth asking · Oct 1, 2010 – Jan 10, 2023

DAVID S. KATZ appears on 5 deals that stopped filing before reaching their target

Blue Vista City Select Fund REIT, LLC (last filing Jan 10, 2023; $31,000 sold of $125,000); GTCR CO-INVEST X LP (last filing Jan 4, 2011; $0 sold of $20,000,000); GTCR FUND X/C LP (last filing Oct 1, 2010; $0 sold of $3,000,000,000); GTCR FUND X/B LP (last filing Oct 1, 2010; $0 sold of $3,000,000,000); GTCR FUND X/A LP (last filing Oct 1, 2010; $0 sold of $3,000,000,000). 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.

Blue Vista City Select Fund REIT, LLC — PartnerFacts page ↗GTCR CO-INVEST X LP — PartnerFacts page ↗GTCR FUND X/C LP — PartnerFacts page ↗GTCR FUND X/B LP — PartnerFacts page ↗
Sources
Worth asking · Apr 15, 2010 – Aug 4, 2010

Form D filed 111 days after the first sale — PARTNERS SOLUTIONS, LLC

The filing says the first sale was Apr 15, 2010. The Form D was filed Aug 4, 2010 — 111 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 96 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 · Aug 4, 2010 ↗PARTNERS SOLUTIONS, LLC — PartnerFacts page ↗
Sources
Note · Mar 12, 2010 – Jan 10, 2023

7 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 — Blue Vista City Select Fund REIT, LLC (latest filing Jan 10, 2023) · No amendment in the last 12 months on an offering that may still be open — GTCR FUND XI/C LP (latest filing Jan 28, 2014) · No amendment in the last 12 months on an offering that may still be open — GTCR FUND XI/B LP (latest filing Jan 28, 2014) · No amendment in the last 12 months on an offering that may still be open — GTCR FUND XI/A LP (latest filing Jan 28, 2014) · No amendment in the last 12 months on an offering that may still be open — GTCR CO-INVEST XI LP (latest filing Jan 28, 2014) · and 2 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 · Jan 10, 2023 ↗Blue Vista City Select Fund REIT, LLC — PartnerFacts page ↗Form D/A · Jan 28, 2014 ↗GTCR FUND XI/C LP — PartnerFacts page ↗
Sources
Note · Mar 24, 2010 – Oct 1, 2010

DAVID S. KATZ is written 2 different ways on the filings

listed as "David Katz" on 11 filings (from Mar 24, 2010), and "David S. Katz" on 14 filings (from Oct 1, 2010).

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 · Mar 24, 2010 ↗Form D · Oct 1, 2010 ↗DAVID S. KATZ — PartnerFacts page ↗
Sources
Note · Jul 15, 2010 – Sep 11, 2026

Same name, different state: "David Katz" (A6) is a separate record

This page covers filings where the address state is IL. A separate record, "David Katz" with address state A6, is listed on 9 filings — most recently by Radical Ventures Breakouts Fund I, L.P. (Sep 11, 2026). Both records have filings in the same period (Oct 1, 2010 to Mar 24, 2014).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

David Katz (A6) — PartnerFacts page ↗Form D · Sep 11, 2026 ↗Radical Ventures Breakouts Fund I, L.P. — PartnerFacts page ↗DAVID S. KATZ (IL) — this page ↗
Sources
Note · Jan 25, 2023 – Sep 10, 2026

Same name, different state: "David Katz" (CA or FL) is a separate record

This page covers filings where the address state is IL. A separate record, "David Katz" with address state CA or FL, is listed on 10 filings — most recently by Clifton First Offshore Fund, Ltd. (Sep 10, 2026). The two records do not overlap in time: this page runs Oct 1, 2010 to Mar 24, 2014; the other runs Jan 25, 2023 to Sep 10, 2026.

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.

David Katz (CA,FL) — PartnerFacts page ↗Form D/A · Sep 10, 2026 ↗Clifton First Offshore Fund, Ltd. — PartnerFacts page ↗DAVID S. KATZ (IL) — this page ↗
Sources
Note · Mar 16, 2012 – Dec 8, 2025

Same name, different state: "DAVID KATZ" (NY) is a separate record

This page covers filings where the address state is IL. A separate record, "DAVID KATZ" with address state NY, is listed on 25 filings — most recently by Corner TD, LLC (Dec 8, 2025). Both records have filings in the same period (Mar 16, 2012 to Mar 24, 2014).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

DAVID KATZ (NY) — PartnerFacts page ↗Form D · Dec 8, 2025 ↗Corner TD, LLC — PartnerFacts page ↗DAVID S. KATZ (IL) — this page ↗
Sources
Note · Jun 30, 2020 – Jun 26, 2024

Same name, different state: "DAVID KATZ" (MA) is a separate record

This page covers filings where the address state is IL. A separate record, "DAVID KATZ" with address state MA, is listed on 11 filings — most recently by CHP Strategic Partners III, LLC (Jun 26, 2024). The two records do not overlap in time: this page runs Oct 1, 2010 to Mar 24, 2014; the other runs Jun 30, 2020 to Jun 26, 2024.

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.

DAVID KATZ (MA) — PartnerFacts page ↗Form D · Jun 26, 2024 ↗CHP Strategic Partners III, LLC — PartnerFacts page ↗DAVID S. KATZ (IL) — this page ↗
Sources
Note · May 11, 2015 – May 12, 2015

Same name, different state: "David Katz" (TN) is a separate record

This page covers filings where the address state is IL. A separate record, "David Katz" with address state TN, is listed on 2 filings — most recently by DivorceSecure, Inc. (May 12, 2015). The two records do not overlap in time: this page runs Oct 1, 2010 to Mar 24, 2014; the other runs May 11, 2015 to May 12, 2015.

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.

David Katz (TN) — PartnerFacts page ↗Form D/A · May 12, 2015 ↗DivorceSecure, Inc. — PartnerFacts page ↗DAVID S. KATZ (IL) — this 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

4 of 16 offerings report sales commissions totalling $4,506,250; 0 report finder's fees; 3 report proceeds to related persons totalling $810,000,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 9, 2026 D/A
Blue Vista Diversified Storage Solutions Fund, LP
File 021-560567
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to an incentive allocation. The investment manager is entitled to a management fee. The incentive allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 24, 2026 D/A
BLUE VISTA CITY SELECT FUND, LP
File 021-411548
$0$0$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 10, 2023 D
Blue Vista City Select Fund REIT, LLC
File 021-470223
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Mar 24, 2014 D
GTCR INVESTORS (CROWN) LP
File 021-214129
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2014 D/A
GTCR FUND XI/A LP
File 021-207069
$1,500,000 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
Jan 28, 2014 D/A
GTCR FUND XI/B LP
File 021-207071
$1,500,000 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
Jan 28, 2014 D/A
GTCR FUND XI/C LP
File 021-207073
$1,500,000 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
Jan 28, 2014 D
GTCR CO-INVEST XI LP
File 021-210816
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 12, 2012 D
GTCR CS INVESTORS LP
File 021-179592
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2011 D
GTCR Aggregator (FT) LP
File 021-169974
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2011 D
GTCR CO-INVEST X LP
File 021-152982
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 1, 2010 D
GTCR FUND X/C LP
File 021-148451
$0 (est.)$0 (est.)$270,000,000 (est.)
Estimated aggregate amount for the first six years; thereafter the Issuer shall continue to pay management fees.
None listed on this filingEDGAR ↗
Oct 1, 2010 D
GTCR FUND X/B LP
File 021-148448
$0 (est.)$0 (est.)$270,000,000 (est.)
Estimated aggregate amount for the first six years; thereafter the Issuer shall continue to pay managemement fees.
None listed on this filingEDGAR ↗
Oct 1, 2010 D
GTCR FUND X/A LP
File 021-148445
$0 (est.)$0 (est.)$270,000,000 (est.)
Estimated aggregate amount for the first six years; thereafter the Issuer shall continue to pay management fees.
None listed on this filingEDGAR ↗
Aug 4, 2010 D
PARTNERS SOLUTIONS, LLC
File 021-145873
$0$0$0None listed on this filingEDGAR ↗
Mar 24, 2010 D
ATHLETIC THERAPY INSTITUTE HOLDINGS LLC
File 021-139913
$0$0$0
Proceeds were used to make an investment in a subsidiary.
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 16

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

BV
Pooled Investment Fund · group: Blue Vista

Blue Vista Diversified Storage Solutions Fund, LP

Chicago, IL · Oct 10, 2025 → Oct 9, 2026 · 2 filings
  • Oct 9, 2026 · D/A · $385,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $385M from 4 investors as of the latest filing. David is listed as executive officer, 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: 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.

BV
Pooled Investment Fund · group: Blue Vista

BLUE VISTA CITY SELECT FUND, LP

Chicago, IL · Aug 27, 2021 → Aug 24, 2026 · 6 filings
  • Aug 24, 2026 · D/A · $150,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Aug 26, 2025 · D/A · $150,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Aug 5, 2024 · D/A · $150,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Aug 9, 2023 · D/A · $150,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Aug 24, 2022 · D/A · $150,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Aug 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $150M from 1 investor as of the latest filing. David is listed as executive officer, promoter on 6 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: 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.

BV
REITS and Finance · group: Blue Vista

Blue Vista City Select Fund REIT, LLC

Chicago, IL · Jan 10, 2023
  • Jan 10, 2023 · D · $31,000 sold of $125,000 · 31 investors · min. $1,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $31K from 31 investors (25% of the $125K target) as of the latest filing. David 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: REITS and Finance / 506(b) (3,490 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.

GI
Pooled Investment Fund · group: Gtcr

GTCR INVESTORS (CROWN) LP

Chicago, IL · Mar 24, 2014
  • Mar 24, 2014 · D · $491,484,043 sold of $491,484,043 · 22 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $491.5M from 22 investors (100% of the $491.5M target) as of the latest filing. David 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: 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.

GF
Pooled Investment Fund · group: Gtcr

GTCR FUND XI/C LP

Chicago, IL · Nov 26, 2013 → Jan 28, 2014 · 2 filings
  • Jan 28, 2014 · D/A · $791,000,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 26, 2013 · D · $566,000,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $791M from 21 investors as of the latest filing. David is listed as executive officer, 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: 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.

GF
Pooled Investment Fund · group: Gtcr

GTCR FUND XI/B LP

Chicago, IL · Nov 26, 2013 → Jan 28, 2014 · 2 filings
  • Jan 28, 2014 · D/A · $3,059,000,000 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 26, 2013 · D · $2,672,560,000 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $3.06B from 106 investors as of the latest filing. David is listed as executive officer, 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: 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.

GF
Pooled Investment Fund · group: Gtcr

GTCR FUND XI/A LP

Chicago, IL · Nov 26, 2013 → Jan 28, 2014 · 2 filings
  • Jan 28, 2014 · D/A · $3,059,000,000 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 26, 2013 · D · $2,672,560,000 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $3.06B from 106 investors as of the latest filing. David is listed as executive officer, 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: 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.

GC
Pooled Investment Fund · group: Gtcr

GTCR CO-INVEST XI LP

Chicago, IL · Jan 28, 2014
  • Jan 28, 2014 · D · $24,225,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $24.2M from 60 investors as of the latest filing. David 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: 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.

GC
Pooled Investment Fund · group: Gtcr

GTCR CS INVESTORS LP

Chicago, IL · Jun 12, 2012
  • Jun 12, 2012 · D · $343,191,757 sold of $393,191,757 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $343.2M from 8 investors (87% of the $393.2M target) as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

GA
Pooled Investment Fund · group: Gtcr

GTCR Aggregator (FT) LP

Chicago, IL · Dec 13, 2011
  • Dec 13, 2011 · D · $432,938,652 sold of $432,938,652 · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $432.9M from 15 investors (100% of the $432.9M target) as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

GC
Pooled Investment Fund · group: Gtcr

GTCR CO-INVEST X LP

Chicago, IL · Jan 4, 2011
  • Jan 4, 2011 · D · $0 sold of $20,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David 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.

GF
Pooled Investment Fund · group: Gtcr

GTCR FUND X/C LP

Chicago, IL · Oct 1, 2010
  • Oct 1, 2010 · D · $0 sold of $3,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David 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.

GF
Pooled Investment Fund · group: Gtcr

GTCR FUND X/B LP

Chicago, IL · Oct 1, 2010
  • Oct 1, 2010 · D · $0 sold of $3,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David 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.

GF
Pooled Investment Fund · group: Gtcr

GTCR FUND X/A LP

Chicago, IL · Oct 1, 2010
  • Oct 1, 2010 · D · $0 sold of $3,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David 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.

PS
Other Health Care

PARTNERS SOLUTIONS, LLC

Mooresville, NC · Aug 4, 2010
  • Aug 4, 2010 · D · $251,250,000 sold of $251,250,000 · 6 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $251.3M from 6 investors (100% of the $251.3M target) as of the latest filing. David is listed as director.

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.

AT
Other Health Care · group: Gtcr

ATHLETIC THERAPY INSTITUTE HOLDINGS LLC

Chicago, IL · Mar 24, 2010
  • Mar 24, 2010 · D · $225,828,977 sold of $296,385,882 · 20 investors · min. $115,000 · role: Director EDGAR ↗

Raised $225.8M from 20 investors (76% of the $296.4M target) as of the latest filing. David is listed as director.

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.

Other pages with the same name (12)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • DAVID KATZ — NY, 19 issuers, Mar 16, 2012 → Dec 8, 2025 · no shared issuer
  • David Katz — Ontario, Canada (as filed: A6), 8 issuers, Jul 15, 2010 → Sep 11, 2026 · no shared issuer
  • DAVID KATZ — MA, 8 issuers, Jun 30, 2020 → Jun 26, 2024 · no shared issuer
  • David Katz — CA, FL, 3 issuers, Jan 25, 2023 → Sep 10, 2026 · no shared issuer
  • David J. Katz — NY, 3 issuers, Aug 24, 2011 → Aug 15, 2016 · no shared issuer
  • David Katz — TN, 1 issuer, May 11, 2015 → May 12, 2015 · no shared issuer
  • David Aaron Katz — OR, 1 issuer, Nov 15, 2019 → Jun 26, 2020 · no shared issuer
  • David Katz — TX, 1 issuer, Jan 30, 2024 → Jan 30, 2024 · no shared issuer
  • David Katz — DE, 1 issuer, Jan 15, 2026 → Jul 1, 2026 · no shared issuer
  • David Alan Katz — CA, 1 issuer, Jun 6, 2011 → Apr 10, 2013 · no shared issuer
  • David A. Katz — FL, 1 issuer, Jul 14, 2014 → Jul 14, 2014 · no shared issuer
  • David L. Katz — MA, NJ, 1 issuer, Nov 8, 2023 → Nov 8, 2024 · no shared issuer

People around David 28

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

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

CONSTANTINE S. MIHAS

Director, Executive Officer, Promoter · 15 shared filings (12 issuers) · also on 60 other issuers

CONSTANTINE S. MIHAS is on 72 issuers in total — a repeat sponsor. Their page lists every one.

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

ANNA MAY L. TRALA

Executive Officer, Promoter · 14 shared filings (11 issuers) · also on 47 other issuers

ANNA MAY L. TRALA is on 58 issuers in total — a repeat sponsor. Their page lists every one.

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

COLLIN E. ROCHE

Executive Officer, Promoter · 14 shared filings (11 issuers) · also on 67 other issuers

COLLIN E. ROCHE is on 78 issuers in total — a repeat sponsor. Their page lists every one.

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

DAVID A. DONNINI

Executive Officer, Promoter · 14 shared filings (11 issuers) · also on 70 other issuers

DAVID A. DONNINI is on 81 issuers in total — a repeat sponsor. Their page lists every one.

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

CRAIG A. BONDY

Executive Officer, Promoter · 14 shared filings (11 issuers) · also on 20 other issuers

CRAIG A. BONDY is on 31 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

CHRISTIAN B. MCGRATH

Executive Officer, Promoter · 14 shared filings (11 issuers) · also on 10 other issuers

CHRISTIAN B. MCGRATH is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

PHILIP CANFIELD

Executive Officer, Promoter · 14 shared filings (11 issuers) · also on 9 other issuers

PHILIP CANFIELD is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

Peter Stelian

Executive Officer, Promoter · 9 shared filings (3 issuers) · also on 12 other issuers

Peter Stelian is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

BRANDON GOETZMAN

Executive Officer, Promoter · 9 shared filings (3 issuers)

Listed on the same filings as David S. Katz. Their page shows their other deals.

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

MARK M. ANDERSON

Executive Officer, Promoter · 8 shared filings (5 issuers) · also on 69 other issuers

MARK M. ANDERSON is on 74 issuers in total — a repeat sponsor. Their page lists every one.

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

SEAN L. CUNNINGHAM

Executive Officer, Promoter · 8 shared filings (5 issuers) · also on 62 other issuers

SEAN L. CUNNINGHAM is on 67 issuers in total — a repeat sponsor. Their page lists every one.

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

AARON D. COHEN

Executive Officer, Promoter · 8 shared filings (5 issuers) · also on 65 other issuers

AARON D. COHEN is on 70 issuers in total — a repeat sponsor. Their page lists every one.

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

JAMES STREZEWSKI

Executive Officer, Promoter · 8 shared filings (3 issuers) · also on 3 other issuers

JAMES STREZEWSKI is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

ROBERT G. BYRON

Executive Officer, Promoter · 8 shared filings (3 issuers) · also on 10 other issuers

ROBERT G. BYRON is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

LAURIE SMITH

Executive Officer, Promoter · 7 shared filings (3 issuers) · also on 2 other issuers

LAURIE SMITH is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

JOSEPH P. NOLAN

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

JOSEPH P. NOLAN is on 9 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

BRUCE V. RAUNER

Executive Officer, Promoter · 6 shared filings (6 issuers)

BRUCE V. RAUNER is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Maria Scherer

Executive Officer, Promoter · 5 shared filings (2 issuers) · also on 4 other issuers

Maria Scherer is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

MATTHEW SCHOAF

Executive Officer, Promoter · 5 shared filings (2 issuers)

Listed on the same filings as David S. Katz. Their page shows their other deals.

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

Erick Harris

Executive Officer, Promoter · 4 shared filings (2 issuers) · also on 6 other issuers

Erick Harris is on 8 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

Joshua Earl

Director · 2 shared filings (2 issuers)

Listed on the same filings as David S. Katz. Their page shows their other deals.

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

John Egofske

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

Listed on the same filings as David S. Katz. Their page shows their other deals.

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

Dylan Bates

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as David S. Katz. Their page shows their other deals.

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

Gregory F Steil

Executive Officer, Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as David S. Katz. Their page shows their other deals.

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

Ronald Marino

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as David S. Katz. Their page shows their other deals.

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

Alice Ann Schwartz

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

Listed on the same filings as David S. Katz. Their page shows their other deals.

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

Larry Graham

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as David S. Katz. Their page shows their other deals.

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

ROBERT G. BRYON

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

Listed on the same filings as David S. Katz. Their page shows their other deals.

The team behind the deals

G
Sponsor group

Gtcr

90 issuers · 130 filings · $71.8B reported sold · 2009–2026

One team, 90 deal companies. David S. Katz is listed on 12 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 DAVID S. KATZ.

BV
Sponsor group

Blue Vista

16 issuers · 29 filings · $958.3M reported sold · 2011–2026

One team, 16 deal companies. David S. Katz 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 DAVID S. KATZ.

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

Adviser registration (Form ADV)

None of the 16 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 DAVID S. KATZ 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 16 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David S. Katz is listed on: none on file. No website or social profile named in GTCR FUND XI/B LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #321,374 of 374,652 in line (1,303 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 (Chicago, IL). 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) ↗Cook County Clerk of Court case search ↗North Carolina eCourts portal ↗

Securities regulators

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

Business registries

Illinois Secretary of State business search ↗North Carolina Secretary of State business search ↗OpenCorporates ↗

Change history

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