PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:40 AM ET

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David Morrison

Named as an officer, director or promoter on SEC Form D filings · CA · Jan 31, 2017 → Aug 21, 2023

4deals (issuers)
$332Mreported sold
282investors
4Form D filings
2017–2023years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:38 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

David Morrison is listed as an executive officer and director on 4 SEC Form D filings by 4 issuers between Jan 2017 and Aug 2023: CBRE US Mall Partners, LP (Los Angeles, CA — pooled investment fund — 2018; $330M reported sold to 2 investors), Central Coast Ventures SLO, LLC (Morro Bay, CA — pooled investment fund — 2023; $1.84M reported sold to 30 investors), Bavaria U.S. REIT Holdings, LLC (Los Angeles, CA — reits and finance — 2018; $63K reported sold to 125 investors) and KDF REIT Investments, LLC (Los Angeles, CA — reits and finance — 2017; $63K reported sold to 125 investors).

What this means A repeat sponsor — 4 separate companies raised money with this person listed as executive officer and director, over about 6 years. Across those companies the filings report $332M sold in total.

Listed alongside Jeffrey B. Torto (2 shared filings), Andrew Glanzman (1 shared filing), Barry Liberman (1 shared filing), CBRE Global Investors, LLC (1 shared filing, management entity), CC Ventures Management, LLC (1 shared filing, management entity) and 8 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: Cbre Gip (13 issuers, $40.2M reported sold, 2014–2024) and Code (2 issuers, $5.84M reported sold, 2010–2023).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 court case matching the name, 7 bankruptcy cases matching the name listed in Key records below.

What this means 8 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 4 public filings for David Morrison and found 9 differences, 2 worth asking the sponsor about: Form D filed 293 days after the first sale; Form D filed 80 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 Morrison has not run yet — it is joining a line of 38,380 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 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

1 case: 1 dismissed

Directv Inc v. David Morrison dismissed
District Court, C.D. California · No. 2:03-cv-07839 · Filed Oct 30, 2003 · Closed Sep 27, 2004 · Nature of suit: 890 Other statutory actions
Role of David Morrison: Defendant · Outcome: Terminated 2004-09-27 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same full name (a name found in 308 federal dockets); 8 people with this name in Form D filings; court in the person's filing state (CA)
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, 2:38 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: 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 David Morrison..

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

7 cases: 7 closed (disposition not in docket feed)

David A Morrison closed
United States Bankruptcy Court, C.D. California · No. 2:15-bk-28539 · Filed Dec 4, 2015 · Closed Apr 12, 2017
Role of David A Morrison: Debtor · Outcome: Case closed 2017-04-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 308 federal dockets); 8 people with this name in Form D filings; court in the person's filing state (CA)
David K Morrison and Cathy M Morrison closed
United States Bankruptcy Court, C.D. California · No. 1:08-bk-16337 · Filed Aug 27, 2008 · Closed Jan 6, 2010
Role of David K Morrison and Cathy M Morrison: Debtor · Outcome: Case closed 2010-01-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 308 federal dockets); 8 people with this name in Form D filings; court in the person's filing state (CA)
David J. Morrison and Marsha A. Morrison closed
United States Bankruptcy Court, N.D. California · No. 05-48289 · Filed Oct 14, 2005 · Closed Mar 5, 2008
Role of David J. Morrison and Marsha A. Morrison: Debtor · Outcome: Case closed 2008-03-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 308 federal dockets); 8 people with this name in Form D filings; court in the person's filing state (CA)
David L. Morrison closed
United States Bankruptcy Court, N.D. California · No. 04-50939 · Filed Feb 17, 2004 · Closed May 18, 2004
Role of David L. Morrison: Debtor · Outcome: Case closed 2004-05-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 308 federal dockets); 8 people with this name in Form D filings; court in the person's filing state (CA)
David Morrison and Barbara Sue Morrison closed
United States Bankruptcy Court, C.D. California · No. 6:01-bk-21254 · Filed Jun 28, 2001 · Closed Oct 24, 2001
Role of David Morrison and Barbara Sue Morrison: Debtor · Outcome: Case closed 2001-10-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 308 federal dockets); 8 people with this name in Form D filings; court in the person's filing state (CA)
David H Morrison and Kathy A Morrison closed
United States Bankruptcy Court, C.D. California · No. 6:97-bk-26973 · Filed Sep 29, 1997 · Closed Jun 21, 2000
Role of David H Morrison and Kathy A Morrison: Debtor · Outcome: Case closed 2000-06-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 308 federal dockets); 8 people with this name in Form D filings; court in the person's filing state (CA)
David Morrison closed
United States Bankruptcy Court, S.D. California · No. 97-11318 · Filed Aug 1, 1997 · Closed Nov 24, 1997
Role of David Morrison: Debtor · Outcome: Case closed 1997-11-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 308 federal dockets); 8 people with this name in Form D filings; court in the person's filing state (CA)
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, 2:38 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 Morrison — 2 worth asking about (compared 4 filings on Oct 24, 2026)

Worth asking · Nov 1, 2022 – Aug 21, 2023

Form D filed 293 days after the first sale — Central Coast Ventures SLO, LLC

The filing says the first sale was Nov 1, 2022. The Form D was filed Aug 21, 2023 — 293 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 278 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Aug 21, 2023 ↗Central Coast Ventures SLO, LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 16, 2018 – Jun 4, 2018

Form D filed 80 days after the first sale — CBRE US Mall Partners, LP

The filing says the first sale was Mar 16, 2018. The Form D was filed Jun 4, 2018 — 80 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 65 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 · Jun 4, 2018 ↗CBRE US Mall Partners, LP — PartnerFacts page ↗
Sources
Note · Nov 1, 2022 – Aug 21, 2023

No amendment in the last 12 months on an offering that may still be open — Central Coast Ventures SLO, LLC (latest filing Aug 21, 2023)

The latest filing for this offering is dated Aug 21, 2023 (first sale Nov 1, 2022). It reports $1,840,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D · Aug 21, 2023 ↗Central Coast Ventures SLO, LLC — PartnerFacts page ↗
Sources
Note · Mar 16, 2018 – Jun 4, 2018

No amendment in the last 12 months on an offering that may still be open — CBRE US Mall Partners, LP (latest filing Jun 4, 2018)

The latest filing for this offering is dated Jun 4, 2018 (first sale Mar 16, 2018). It reports $330,000,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D · Jun 4, 2018 ↗CBRE US Mall Partners, LP — PartnerFacts page ↗
Sources
Note · Apr 27, 2023 – Apr 26, 2024

Same name, different state: "David Morrison" (IN) is a separate record

This page covers filings where the address state is CA. A separate record, "David Morrison" with address state IN, is listed on 2 filings — most recently by PELOTON TACTICAL EQUITY FUND, LP (Apr 26, 2024). Both records have filings in the same period (Apr 27, 2023 to Aug 21, 2023).

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 Morrison (IN) — PartnerFacts page ↗Form D/A · Apr 26, 2024 ↗PELOTON TACTICAL EQUITY FUND, LP — PartnerFacts page ↗David Morrison (CA) — this page ↗
Sources
Note · Dec 9, 2020

Same name, different state: "David Victor Morrison" (TX) is a separate record

This page covers filings where the address state is CA. A separate record, "David Victor Morrison" with address state TX, is listed on 1 filing — most recently by Morf Worldwide Brands Inc (Dec 9, 2020). Both records have filings in the same period (Dec 9, 2020).

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 Victor Morrison (TX) — PartnerFacts page ↗Form D · Dec 9, 2020 ↗Morf Worldwide Brands Inc — PartnerFacts page ↗David Morrison (CA) — this page ↗
Sources
Note · Jul 16, 2019

Same name, different state: "David Morrison" (MA) is a separate record

This page covers filings where the address state is CA. A separate record, "David Morrison" with address state MA, is listed on 1 filing — most recently by TEGO INC (Jul 16, 2019). Both records have filings in the same period (Jul 16, 2019).

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 Morrison (MA) — PartnerFacts page ↗Form D · Jul 16, 2019 ↗TEGO INC — PartnerFacts page ↗David Morrison (CA) — this page ↗
Sources
Note · Mar 12, 2010 – Mar 11, 2011

Same name, different state: "David Morrison" (NY) is a separate record

This page covers filings where the address state is CA. A separate record, "David Morrison" with address state NY, is listed on 3 filings — most recently by Prime Property Fund, LLC (Mar 11, 2011). The two records do not overlap in time: this page runs Jan 31, 2017 to Aug 21, 2023; the other runs Mar 12, 2010 to Mar 11, 2011.

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 Morrison (NY) — PartnerFacts page ↗Form D/A · Mar 11, 2011 ↗Prime Property Fund, LLC — PartnerFacts page ↗David Morrison (CA) — this page ↗
Sources
Note · Mar 22, 2010

Same name, different state: "David Neal Morrison" (NC) is a separate record

This page covers filings where the address state is CA. A separate record, "David Neal Morrison" with address state NC, is listed on 1 filing — most recently by Pamlico Capital Management, LP (Mar 22, 2010). The two records do not overlap in time: this page runs Jan 31, 2017 to Aug 21, 2023; the other has one filing dated Mar 22, 2010.

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 Neal Morrison (NC) — PartnerFacts page ↗Form D · Mar 22, 2010 ↗Pamlico Capital Management, LP — PartnerFacts page ↗David Morrison (CA) — 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

2 of 4 offerings report sales commissions totalling $6,250; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 21, 2023 D
Central Coast Ventures SLO, LLC
File 021-490236
$0$0$0None listed on this filingEDGAR ↗
Jun 4, 2018 D
CBRE US Mall Partners, LP
File 021-313776
$0$0$0None listed on this filingEDGAR ↗
Jan 10, 2018 D
Bavaria U.S. REIT Holdings, LLC
File 021-302815
$3,125$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
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 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 31, 2017 D
KDF REIT Investments, LLC
File 021-279661
$3,125$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
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 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
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 4

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

CC
Pooled Investment Fund · group: Code

Central Coast Ventures SLO, LLC

Morro Bay, CA · Aug 21, 2023
  • Aug 21, 2023 · D · $1,840,000 sold of Indefinite · 30 investors · min. $20,000 · role: Director (Managing Member of Issuer's LLC Manager) EDGAR ↗

Raised $1.84M from 30 investors 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. "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.

CU
Pooled Investment Fund

CBRE US Mall Partners, LP

Los Angeles, CA · Jun 4, 2018
  • Jun 4, 2018 · D · $330,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $330M from 2 investors 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. "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.

BU
REITS and Finance · group: Cbre Gip

Bavaria U.S. REIT Holdings, LLC

Los Angeles, CA · Jan 10, 2018
  • Jan 10, 2018 · D · $62,500 sold of $62,500 · 125 investors · min. $500 · role: Director EDGAR ↗

Raised $63K from 125 investors (100% of the $63K 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. "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.

KR
REITS and Finance · group: Cbre Gip

KDF REIT Investments, LLC

Los Angeles, CA · Jan 31, 2017
  • Jan 31, 2017 · D · $62,500 sold of $62,500 · 125 investors · min. $500 · role: Executive Officer EDGAR ↗

Raised $63K from 125 investors (100% of the $63K 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. "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.

Other pages with the same name (7)

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

  • David J. Morrison — NY, 2 issuers, Sep 9, 2015 → Jul 11, 2017 · no shared issuer
  • David Neal Morrison — NC, 1 issuer, Mar 22, 2010 → Mar 22, 2010 · no shared issuer
  • David Morrison — NY, 1 issuer, Mar 12, 2010 → Mar 11, 2011 · no shared issuer
  • David Morrison — MA, 1 issuer, Jul 16, 2019 → Jul 16, 2019 · no shared issuer
  • David Victor Morrison — TX, 1 issuer, Dec 9, 2020 → Dec 9, 2020 · no shared issuer
  • David Morrison — IN, 1 issuer, Apr 27, 2023 → Apr 26, 2024 · no shared issuer
  • David Fred Morrison — CA, 1 issuer, Apr 12, 2018 → Apr 12, 2018 · no shared issuer

People around David 13

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

CG
Management entity

CBRE Global Investors, LLC

Promoter · 1 shared filing (1 issuer)

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

CV
Management entity

CC Ventures Management, LLC

Executive Officer · 1 shared filing (1 issuer)

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

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

Jeffrey B. Torto

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

Jeffrey B. Torto is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Daniel Udoutch

Promoter · 1 shared filing (1 issuer) · also on 1 other issuer

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

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

Andrew Glanzman

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

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

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

Timm Grun

Director · 1 shared filing (1 issuer)

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

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

Stuart C. Sziklas

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

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

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

Jo Anne Miller

Promoter · 1 shared filing (1 issuer)

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

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

Barry Liberman

Promoter · 1 shared filing (1 issuer)

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

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

Steven Larsen

Director · 1 shared filing (1 issuer)

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

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

Jolie Ditmore

Director · 1 shared filing (1 issuer)

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

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

Christopher Lowe

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

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

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

Jean-Antoine Robert

Director · 1 shared filing (1 issuer)

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

The team behind the deals

CG
Sponsor group

Cbre Gip

13 issuers · 14 filings · $40.2M reported sold · 2014–2024

One team, 13 deal companies. David Morrison is listed on 2 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 Morrison.

C
Sponsor group

Code

2 issuers · 2 filings · $5.84M reported sold · 2010–2023

One team, 2 deal companies. David Morrison is listed on 1 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 Morrison.

Same business address

51 other issuers file from the same address (first 50 shown)

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

None of the 4 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 Morrison 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 4 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David Morrison is listed on: none on file. No website or social profile named in CBRE US Mall Partners, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #252,924 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 (Los Angeles, CA). 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) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

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

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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