PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:50 AM ET

Sponsor Check › Person

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

Emily Stephens

Named as an officer, director or promoter on SEC Form D filings · CA · Feb 24, 2014 → Sep 8, 2016

3deals (issuers)
$637.6Mreported sold
155investors
4Form D filings
2014–2016years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 3:05 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Emily Stephens is listed as a director on 4 SEC Form D filings by 3 issuers between Feb 2014 and Sep 2016: Charger Shale Oil Co., LLC (Midland, TX — oil and gas — 2016; $631M reported sold to 23 investors), GENESIS CAPITAL, LLC (Los Angeles, CA — investing — 2014; $6.5M reported sold to 7 investors) and Opps X REIT Funding, LLC (Los Angeles, CA — reits and finance — 2016; $125K reported sold to 125 investors).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as director, over about 2 years. Across those companies the filings report $637.6M sold in total.

Listed alongside Robert O'Leary (3 shared filings), Allen Li (2 shared filings), Brian Laibow (2 shared filings), Charles E. Lundeen (2 shared filings), Joseph E. Magoto (2 shared filings) and 13 others.

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

2 of the issuers belong to the sponsor group Oaktree (322 issuers, $132.91B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Oaktree has 322 companies on file and $132.91B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 10 bankruptcy cases matching the name listed in Key records below.

What this means 10 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 Emily Stephens and found 4 differences, 1 worth asking the sponsor about: 30% of the money raised went to insiders; 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 Emily Stephens has not run yet — it is joining a line of 41,772 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

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 3:05 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

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

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

10 cases: 1 open, 9 closed (disposition not in docket feed)

Emily A Stephens and Philip K Stephens, III open
United States Bankruptcy Court, E.D. Virginia · No. 23-11966 · Filed Nov 30, 2023
Role of Emily A Stephens and Philip K Stephens, III: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in VA (not a filing state)
David Elwin Stephens and Emily Stephens closed
United States Bankruptcy Court, D. Utah · No. 17-28168 · Filed Sep 18, 2017 · Closed Jan 30, 2018
Role of Emily Stephens: Debtor · Outcome: Case closed 2018-01-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in UT (not a filing state)
Emily A. Stephens closed
United States Bankruptcy Court, N.D. Illinois · No. 12-26747 · Filed Jul 3, 2012 · Closed Nov 4, 2015
Role of Emily A. Stephens: Debtor · Outcome: Case closed 2015-11-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in IL (not a filing state)
Emily Stephens closed
United States Bankruptcy Court, S.D. Mississippi · No. 09-00243 · Filed Jan 27, 2009 · Closed May 22, 2009
Role of Emily Stephens: Debtor · Outcome: Case closed 2009-05-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in MS (not a filing state)
Emily Stephens closed
United States Bankruptcy Court, N.D. Georgia · No. 08-42736 · Filed Aug 25, 2008 · Closed Jun 25, 2009
Role of Emily Stephens: Debtor · Outcome: Case closed 2009-06-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in GA (not a filing state)
Philip K Stephens and Emily A Stephens closed
United States Bankruptcy Court, E.D. Virginia · No. 08-10191 · Filed Jan 15, 2008 · Closed Apr 25, 2008
Role of Emily A Stephens: Debtor · Outcome: Case closed 2008-04-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in VA (not a filing state)
Emily L. Stephens closed
United States Bankruptcy Court, D. Maryland · No. 07-10418 · Filed Jan 15, 2007 · Closed May 1, 2007
Role of Emily L. Stephens: Debtor · Outcome: Case closed 2007-05-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in MD (not a filing state)
Emily Stephens closed
United States Bankruptcy Court, N.D. Georgia · No. 04-76209 · Filed Oct 1, 2004 · Closed Jan 12, 2005
Role of Emily Stephens: Debtor · Outcome: Case closed 2005-01-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in GA (not a filing state)
Vernon Williams and Emily Stephens closed
United States Bankruptcy Court, D. Maryland · No. 04-13580 · Filed Feb 17, 2004 · Closed May 21, 2004
Role of Vernon Williams and Emily Stephens: Debtor · Outcome: Case closed 2004-05-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in MD (not a filing state)
David Elwin Stephens and Emily Stephens closed
United States Bankruptcy Court, D. Utah · No. 00-33225 · Filed Nov 15, 2000 · Closed Mar 20, 2001
Role of Emily Stephens: Debtor · Outcome: Case closed 2001-03-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); court in UT (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, 3:05 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

4 differences found between the filings for Emily Stephens — 1 worth asking about (compared 4 filings on Oct 24, 2026)

Note · Jul 6, 1999 – Nov 24, 1999

Bankruptcy case: American Express Travel Related Services Company v. Bintliff — filed Jul 6, 1999

United States Bankruptcy Court, N.D. Texas docket "American Express Travel Related Services Company v. Bintliff" filed Jul 6, 1999, closed Nov 24, 1999. Robert Lawrence Bintliff (listed on the same filings) is listed as Defendant ("Bintliff"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. Texas ↗Robert Lawrence Bintliff — PartnerFacts page ↗
Sources
Worth asking · Feb 5, 2016

30% of the money raised went to insiders — Opps X REIT Funding, LLC

The Feb 5, 2016 Form D reports $125,000 sold and $37,500 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "REIT Funding LLC will be paid $25,000 from which it will pay placement and advisory fees; an affiliate of REIT Funding LLC will be paid an initial fee of $2,500 and an annual fee of $10,000 for admini".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Feb 5, 2016 ↗Opps X REIT Funding, LLC — PartnerFacts page ↗
Sources
Note · Jan 14, 2014 – Feb 24, 2014

Form D filed 41 days after the first sale — GENESIS CAPITAL, LLC

The filing says the first sale was Jan 14, 2014. The Form D was filed Feb 24, 2014 — 41 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 26 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Feb 24, 2014 ↗GENESIS CAPITAL, LLC — PartnerFacts page ↗
Sources
Note · Aug 15, 2016 – Sep 8, 2016

No amendment in the last 12 months on an offering that may still be open — Charger Shale Oil Co., LLC (latest filing Sep 8, 2016)

The latest filing for this offering is dated Sep 8, 2016 (first sale Aug 15, 2016). It reports $630,950,000 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/A · Sep 8, 2016 ↗Charger Shale Oil Co., LLC — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

2 of 3 offerings report sales commissions totalling $2,006,250; 0 report finder's fees; 1 reports proceeds to related persons totalling $37,500. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 8, 2016 D/A
Charger Shale Oil Co., LLC
File 021-269734
$2,000,000$0$0None listed on this filingEDGAR ↗
Feb 5, 2016 D
Opps X REIT Funding, LLC
File 021-256888
$6,250 (est.)$0 (est.)$37,500 (est.)
REIT Funding LLC will be paid $25,000 from which it will pay placement and advisory fees; an affiliate of REIT Funding LLC will be paid an initial fee of $2,500 and an annual fee of $10,000 for administrative services.
Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Patrick J. 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 ↗
Feb 24, 2014 D
GENESIS CAPITAL, LLC
File 021-212351
$0$0$0None 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 3

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

CS
Oil and Gas

Charger Shale Oil Co., LLC

Midland, TX · Aug 29, 2016 → Sep 8, 2016 · 2 filings
  • Sep 8, 2016 · D/A · $630,950,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Director (Member of the Board of Managers) EDGAR ↗
  • Aug 29, 2016 · D · $626,788,722 sold of Indefinite · 23 investors · min. No minimum reported · role: Director (Member of the Board of Managers) EDGAR ↗

Raised $631M from 23 investors as of the latest filing. Emily is listed as director 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: Oil and Gas / 506(b) (1,000 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.

OX
REITS and Finance · group: Oaktree

Opps X REIT Funding, LLC

Los Angeles, CA · Feb 5, 2016
  • Feb 5, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Emily 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.

GC
Investing · group: Oaktree

GENESIS CAPITAL, LLC

Los Angeles, CA · Feb 24, 2014
  • Feb 24, 2014 · D · $6,500,000 sold of $6,500,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $6.5M from 7 investors (100% of the $6.5M target) as of the latest filing. Emily 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: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Emily 18

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

RF
Management entity

REIT Funding, LLC

Promoter · 1 shared filing (1 issuer) · also on 22 other issuers

REIT Funding, LLC is on 23 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert O'Leary

Director · 3 shared filings (2 issuers) · also on 101 other issuers

Robert O'Leary is on 103 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Laibow

Director · 2 shared filings (2 issuers) · also on 9 other issuers

Brian Laibow is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Charles E. Lundeen

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

Allen Li

Director · 2 shared filings (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

Mahesh Balakrishnan

Director · 2 shared filings (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

Joseph E. Magoto

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

Randy King

Director · 2 shared filings (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

Robert Lawrence Bintliff

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

TRIXY WEISS

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

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

Rajath Shourie

Director · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

ANDREW SMITH

Executive Officer, Director · 1 shared filing (1 issuer) · also on 5 other issuers

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

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

Jason Keller

Director · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

NORMA SMITH

Director · 1 shared filing (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

BRITTANY FAIRWEATHER

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

THOMAS CRONE

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

ROBERT WASMUND

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

Listed on the same filings as Emily Stephens. Their page shows their other deals.

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

Brook Hinchman

Director · 1 shared filing (1 issuer)

Listed on the same filings as Emily Stephens. Their page shows their other deals.

The team behind the deals

O
Sponsor group

Oaktree

322 issuers · 1021 filings · $132.91B reported sold · 2009–2026

One team, 322 deal companies. Emily Stephens 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 Emily Stephens.

Same business address

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

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

A person is never an adviser firm. 1 of the 3 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): GENESIS CAPITAL, LLC.

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 Emily Stephens 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 3 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Emily Stephens is listed on: none on file. No website or social profile named in Charger Shale Oil Co., LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #282,465 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 (Midland, TX). 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 ↗Texas re:SearchTX court records ↗

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 ↗Texas Secretary of State business search ↗OpenCorporates ↗

Change history

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