Sponsor Check › Person
Related person on Form D filings · address states as listed: CT, GA, TX · listed Apr 19, 2017 → May 20, 2021
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 12:01 AM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
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Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:01 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:01 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
18 of 52 offerings report sales commissions totalling $12,541,652; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | May 20, 2021 D/A File 021-362078 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Apr 9, 2021 D/A File 021-336988 | $5,000,000 (est.) | $0 | $0 | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ Bradley Merritt Epstein BrokerCheck CRD 4904999 ↗ via International Assets Advisory, LLC (CRD 10645 ↗) Craig Murchison McDaniel BrokerCheck CRD 1087979 ↗ via Capital Investment Group, Inc. (CRD 14752 ↗) Craig Murchison McDaniel Jr. BrokerCheck CRD 6010161 ↗ via Capital Investment Group, Inc. (CRD 14752 ↗) Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Mark Morelle Headrick BrokerCheck CRD 1045376 ↗ via Dempsey Lord Smith, LLC (CRD 141238 ↗) Michael David Kolacz BrokerCheck CRD 2566829 ↗ via International Assets Advisory, LLC (CRD 10645 ↗) Eldridge Michael Bourque Jr. BrokerCheck CRD 6342308 ↗ via International Assets Advisory, LLC (CRD 10645 ↗) Roger Allan Roemmich BrokerCheck CRD 1293322 ↗ via Dempsey Lord Smith, LLC (CRD 141238 ↗) Kenneth Joseph Arena BrokerCheck CRD 6997 ↗ via Newbridge Securities Corporation (CRD 104065 ↗) Dustin L. Bench BrokerCheck CRD 4643563 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Justin Coy Jacobs BrokerCheck CRD 4268827 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Louis Cosmos Ciliberti BrokerCheck CRD 2074634 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) George Flurence Crowley BrokerCheck CRD 1157117 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Michael John Harrington BrokerCheck CRD 3162983 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Eldridge Michael Bourque Jr. BrokerCheck CRD 6342308 ↗ via Alexander Capital, L.P. (CRD 40077 ↗) Daniel M. King BrokerCheck CRD 5954543 ↗ via Benchmark Investments, Inc. (CRD 103792 ↗) John B. Balmer BrokerCheck CRD 4569902 ↗ via Benchmark Investments, Inc. (CRD 103792 ↗) Kevin L. Schneider BrokerCheck CRD 860086 ↗ via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗) Gary Charles Shepard BrokerCheck CRD 302651 ↗ via Calton & Associates, Inc. (CRD 20999 ↗) |
| EDGAR ↗ | Mar 29, 2021 D File 021-393910 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Feb 23, 2021 D File 021-390224 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jan 13, 2021 D File 021-386241 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jan 5, 2021 D File 021-385311 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Dec 21, 2020 D File 021-383892 | $225,509 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Dec 9, 2020 D File 021-382736 | $552,750 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Nov 18, 2020 D File 021-380920 | $171,210 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | May 29, 2020 D/A File 021-340788 | $445,500 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Apr 27, 2020 D/A File 021-311590 | $298,908 (est.) | $0 | $0 | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jan 24, 2020 D File 021-358918 | $290,000 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jan 15, 2020 D File 021-358183 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Oct 17, 2019 D File 021-351323 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Aug 6, 2019 D File 021-345848 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jun 6, 2019 D File 021-341371 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Mar 1, 2019 D File 021-333882 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Dec 28, 2018 D File 021-329160 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Oct 30, 2018 D/A File 021-320468 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ Schneider Downs Corporate Finance, LP BrokerCheck CRD 133841 ↗ |
| EDGAR ↗ | Oct 30, 2018 D/A File 021-322970 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ Schneider Downs Corporate Finance, LP BrokerCheck CRD 133841 ↗ |
| EDGAR ↗ | Oct 5, 2018 D File 021-322971 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Oct 1, 2018 D File 021-322536 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Sep 27, 2018 D File 021-322347 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Aug 6, 2018 D File 021-318571 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jul 3, 2018 D File 021-316035 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jul 2, 2018 D File 021-315946 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jun 5, 2018 D File 021-313941 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Apr 9, 2018 D File 021-309671 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Mar 2, 2018 D File 021-306862 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Feb 15, 2018 D File 021-305743 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jan 10, 2018 D File 021-302823 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jan 3, 2018 D File 021-302264 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Dec 21, 2017 D File 021-301437 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Dec 7, 2017 D File 021-300274 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Nov 16, 2017 D File 021-298968 | $0 | $0 | $0 | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Nov 14, 2017 D File 021-298740 | $0 | $0 | $0 | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ Schneider Downs Corporate Finance, LP BrokerCheck CRD 133841 ↗ |
| EDGAR ↗ | Oct 24, 2017 D File 021-297335 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Sep 14, 2017 D File 021-294768 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Aug 2, 2017 D File 021-291978 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jul 13, 2017 D File 021-290679 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jul 7, 2017 D File 021-290220 | $0 (est.) | $0 (est.) | $0 (est.) | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Apr 27, 2017 D/A File 021-285555 | $1,130,000 (est.) | $0 | $0 | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Apr 26, 2017 D File 021-285556 | $1,130,000 (est.) | $0 | $0 | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Apr 20, 2017 D File 021-285263 | $450,000 (est.) | $0 | $0 | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Apr 19, 2017 D File 021-285144 | $265,250 | $0 (est.) | $0 | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Feb 17, 2017 D File 021-280900 | $372,650 | $0 | $0 | WAYPOINT DIRECT INVESTMENTS, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Feb 8, 2017 D File 021-280235 | $379,250 | $0 | $0 | WAYPOINT DIRECT INVESTMENTS, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jan 19, 2017 D File 021-278734 | $509,000 | $0 | $0 | WAYPOINT DIRECT INVESTMENTS, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Jan 4, 2017 D File 021-277592 | $213,125 | $0 | $0 | WAYPOINT DIRECT INVESTMENTS, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Nov 29, 2016 D File 021-275229 | $477,500 | $0 | $0 | BROADWAY DIRECT INVESTMENTS, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Nov 9, 2016 D File 021-274104 | $338,000 | $0 | $0 | Waypoint Direct Investments, LLC BrokerCheck CRD 132475 ↗ |
| EDGAR ↗ | Nov 9, 2016 D File 021-274105 | $293,000 | $0 | $0 | WAYPOINT DIRECT INVESTMENTS, LLC BrokerCheck CRD 132475 ↗ |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Waypoint Acquisition Portfolio 2020-A, LP group: Waypoint | Executive Officer | May 20, 2021 | D/A | $48,600,000 similar: $2,250,000–$16,950,000 | $41,019,739 | 219 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Development Fund, LLC group: Waypoint | Executive Officer Vice President of the Issuer's Manager | Apr 9, 2021 | D/A | $50,000,000 similar: $1,675,000–$12,980,153 | $7,724,950 | 82 similar: 5–37 | $50,000 similar: $25,000–$86,942 |
| EDGAR ↗ | WREI 2021 Development Fund, LLC group: Waypoint | Executive Officer | Mar 29, 2021 | D | $150,000,000 similar: $2,250,000–$16,950,000 | $25,749,250 | 79 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | WP BoerneMC MF-TX Investors, LP group: Waypoint | Executive Officer | Feb 23, 2021 | D | $16,375,000 similar: $2,250,000–$16,950,000 | $14,380,000 | 97 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | WP VerandaPSL MF-FL Investors, LP group: Waypoint | Executive Officer | Jan 13, 2021 | D | $20,400,000 similar: $2,250,000–$16,950,000 | $9,725,451 | 72 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | WP Trinity Lakes Investors, LP group: Waypoint | Executive Officer | Jan 5, 2021 | D | $8,240,000 similar: $2,250,000–$16,950,000 | $8,240,000 | 55 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Acquisition Portfolio 2020-B, LP group: Waypoint | Executive Officer | Dec 21, 2020 | D | $73,775,000 similar: $2,250,000–$16,950,000 | $7,516,950 | 31 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | WP ToscanaPSL MF-FL Investors, LP group: Waypoint | Executive Officer | Dec 9, 2020 | D | $21,700,000 similar: $2,250,000–$16,950,000 | $18,425,000 | 85 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | WP Augusta MF-GA Investors, LP group: Waypoint | Executive Officer | Nov 18, 2020 | D | $18,365,281 similar: $2,250,000–$16,950,000 | $5,707,000 | 40 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | WP Fremaux Slidell-LA Investors, LP group: Waypoint | Executive Officer | May 29, 2020 | D/A | $14,850,000 similar: $2,250,000–$16,950,000 | $12,559,320 | 135 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Multifamily Open-End Fund, LP group: Waypoint | Executive Officer Executive Officer of the Issuer's sponsor. The Issuer is managed by its General Partner. | Apr 27, 2020 | D/A | Indefinite similar: $1,815,000–$10,000,000 | $26,527,248 | 90 similar: 7–33 | $50,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Waypoint Development Fund, LLC group: Waypoint | Executive Officer Vice President of the Issuer's Manager | Apr 7, 2020 | D/A | $50,000,000 similar: $1,675,000–$12,980,153 | $921,150 | 9 similar: 5–37 | $50,000 similar: $25,000–$86,942 |
| EDGAR ↗ | Waypoint Acquisition Portfolio 2020-A, LP group: Waypoint | Executive Officer | Mar 5, 2020 | D | $48,600,000 similar: $2,250,000–$16,950,000 | $27,023,820 | 144 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | WREI Direct Funding, LLC group: Waypoint | Executive Officer | Jan 24, 2020 | D | $10,000,000 similar: $2,250,000–$16,950,000 | $7,250,000 | 9 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Student Portfolio II-A Investors, LP group: Waypoint | Executive Officer | Jan 15, 2020 | D | $20,283,000 similar: $2,250,000–$16,950,000 | $12,379,300 | 141 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Acquisition Portfolio 2019-D, LP group: Waypoint | Executive Officer | Oct 17, 2019 | D | $52,225,000 similar: $2,250,000–$16,950,000 | $12,126,365 | 61 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Acquisition Portfolio 2019-C, LP group: Waypoint | Executive Officer | Aug 6, 2019 | D | $40,400,000 similar: $2,250,000–$16,950,000 | $22,287,120 | 81 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Acquisition Portfolio 2019-B, LP group: Waypoint | Executive Officer | Jun 6, 2019 | D | $31,500,000 similar: $2,250,000–$16,950,000 | $4,721,550 | 86 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | WP Fremaux Slidell-LA Investors, LP group: Waypoint | Executive Officer | May 30, 2019 | D | $14,850,000 similar: $2,250,000–$16,950,000 | $8,817,100 | 91 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Multifamily Open-End Fund, LP group: Waypoint | Executive Officer Executive Officer of the Issuer's sponsor. The Issuer is managed by its General Partner. | May 2, 2019 | D/A | Indefinite similar: $1,815,000–$10,000,000 | $15,609,735 | 52 similar: 7–33 | $50,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Waypoint Development Fund, LLC group: Waypoint | Executive Officer Vice President of the Issuer's Manager | Apr 11, 2019 | D | $50,000,000 similar: $1,675,000–$12,980,153 | $0 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 |
| EDGAR ↗ | WP Acquisition Portfolio 2019-A, L.P. group: Waypoint | Executive Officer | Mar 1, 2019 | D | $44,250,000 similar: $2,250,000–$16,950,000 | $15,523,750 | 83 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | WP Lockerbie MF-IN Investors, LP group: Waypoint | Executive Officer | Dec 28, 2018 | D | $17,400,000 similar: $2,250,000–$16,950,000 | $13,405,500 | 103 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Hackensack Urban-NJ Investors, LP group: Waypoint | Executive Officer | Oct 30, 2018 | D/A | $20,075,000 similar: $2,250,000–$16,950,000 | $19,825,000 | 80 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint West Kernan-FL Investors, LP group: Waypoint | Executive Officer | Oct 30, 2018 | D/A | $16,700,000 similar: $2,250,000–$16,950,000 | $16,278,750 | 104 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Development Capital Investors III, LLC group: Waypoint | Executive Officer | Oct 5, 2018 | D | $8,000,000 similar: $2,250,000–$16,950,000 | $2,700,000 | 16 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint West Kernan-FL Investors, LP group: Waypoint | Executive Officer | Oct 5, 2018 | D | $16,700,000 similar: $2,250,000–$16,950,000 | $16,278,750 | 104 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | WP Waterstone MF-KY Investors, LP group: Waypoint | Executive Officer | Oct 1, 2018 | D | $16,967,500 similar: $2,250,000–$16,950,000 | $15,667,500 | 121 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Fort Mill SR Investors, LP group: Waypoint | Executive Officer | Sep 27, 2018 | D | $11,850,000 similar: $2,250,000–$16,950,000 | $11,800,000 | 88 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Hackensack Urban-NJ Investors, LP group: Waypoint | Executive Officer | Aug 31, 2018 | D | $20,075,000 similar: $2,250,000–$16,950,000 | $19,825,000 | 80 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Riverside/Harbor MF-FL Investors, LP group: Waypoint | Executive Officer | Aug 6, 2018 | D | $19,425,000 similar: $2,250,000–$16,950,000 | $16,818,125 | 108 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Walcott Denver Investors, LP group: Waypoint | Executive Officer | Jul 3, 2018 | D | $13,690,000 similar: $2,250,000–$16,950,000 | $7,650,000 | 57 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint ZI TXA&M ST Investors, LP group: Waypoint | Executive Officer | Jul 2, 2018 | D | $16,100,000 similar: $2,250,000–$16,950,000 | $11,450,000 | 83 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint UNCC 901 Place Investors, LP group: Waypoint | Executive Officer | Jun 5, 2018 | D | $10,800,000 similar: $2,250,000–$16,950,000 | $9,075,000 | 82 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Multifamily Open-End Fund, LP group: Waypoint | Executive Officer Executive Officer of the Issuer's sponsor. The Issuer is managed by its General Partner. | May 3, 2018 | D | Indefinite similar: $1,815,000–$10,000,000 | $4,081,068 | 18 similar: 7–33 | $50,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Waypoint Mercer ST Investors, LP group: Waypoint | Executive Officer | Apr 9, 2018 | D | $10,000,000 similar: $2,250,000–$16,950,000 | $5,700,000 | 58 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Adelaide SR Investors, LP group: Waypoint | Executive Officer | Mar 2, 2018 | D | $9,450,000 similar: $2,250,000–$16,950,000 | $6,800,000 | 58 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint CapCreek Investors, LP group: Waypoint | Executive Officer | Feb 15, 2018 | D | $13,825,000 similar: $2,250,000–$16,950,000 | $9,856,250 | 73 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Newnan Investors, LP group: Waypoint | Executive Officer | Jan 10, 2018 | D | $7,500,000 similar: $2,250,000–$16,950,000 | $7,450,000 | 64 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Schaumburg MF Investors, LP group: Waypoint | Executive Officer | Jan 3, 2018 | D | $13,500,000 similar: $2,250,000–$16,950,000 | $9,531,250 | 79 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Auburn ST1 Investors, LP group: Waypoint | Executive Officer | Dec 21, 2017 | D | $18,500,000 similar: $2,250,000–$16,950,000 | $13,606,500 | 94 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Austin Georgetown Investors, LP group: Waypoint | Executive Officer | Dec 7, 2017 | D | $13,575,000 similar: $2,250,000–$16,950,000 | $13,375,000 | 85 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Estates Investors LP group: Waypoint | Executive Officer | Nov 16, 2017 | D | $14,425,000 similar: $2,250,000–$16,950,000 | $13,756,332 | 84 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Tampa Starkey Investors, LP group: Waypoint | Executive Officer | Nov 14, 2017 | D | $15,895,000 similar: $2,250,000–$16,950,000 | $14,520,000 | 99 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Sarasota Live Oak Investors, LP group: Waypoint | Executive Officer | Oct 24, 2017 | D | $17,150,000 similar: $2,250,000–$16,950,000 | $14,950,000 | 100 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Midwest A Investors, LP group: Waypoint | Executive Officer | Sep 14, 2017 | D | $7,160,000 similar: $2,250,000–$16,950,000 | $5,800,000 | 55 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Development Capital II, LLC group: Waypoint | Executive Officer | Aug 2, 2017 | D | $10,000,000 similar: $763,000–$10,000,000 | $4,000,000 | 10 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint Student Portfolio II-A Investors, LP group: Waypoint | Executive Officer | Jul 13, 2017 | D | $34,274,000 similar: $763,000–$10,000,000 | $31,274,600 | 179 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint Toledo Club Investors, LP group: Waypoint | Executive Officer | Jul 7, 2017 | D | $19,975,000 similar: $763,000–$10,000,000 | $12,039,125 | 80 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint Student Portfolio I-A Investors, LP group: Waypoint | Executive Officer | Apr 27, 2017 | D/A | $38,000,000 similar: $2,250,000–$16,950,000 | $4,375,500 | 35 similar: 5–32 | $20,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint UTSA High View Place Investors, LP group: Waypoint | Executive Officer | Apr 26, 2017 | D | $38,000,000 similar: $2,250,000–$16,950,000 | $36,737,000 | 132 similar: 5–32 | $75,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Student Portfolio I-A Investors, LP group: Waypoint | Executive Officer | Apr 26, 2017 | D | $38,000,000 similar: $2,250,000–$16,950,000 | $4,375,500 | 35 similar: 5–32 | $20,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Waypoint Portfolio V Investors, LP group: Waypoint | Executive Officer | Apr 20, 2017 | D | $15,000,000 similar: $763,000–$10,000,000 | $2,000,000 | 27 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint Tallahassee Investors, LP group: Waypoint | Executive Officer | Apr 19, 2017 | D | $9,175,000 similar: $763,000–$10,000,000 | $9,125,000 | 61 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint Arch Street Investors, LP group: Waypoint | Executive Officer, Promoter Officer of the GP of the Issuer | Feb 17, 2017 | D | $12,755,000 similar: $763,000–$10,000,000 | $11,745,000 | 65 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint San Antonio Westover Investors, LP group: Waypoint | Executive Officer, Promoter Officer of the GP of the Issuer | Feb 8, 2017 | D | $12,975,000 similar: $763,000–$10,000,000 | $12,825,000 | 100 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | WAYPOINT BARRINGTON INVESTORS, LP group: Waypoint | Executive Officer, Promoter Officer of the GP of the Issuer | Jan 19, 2017 | D | $17,300,000 similar: $763,000–$10,000,000 | $15,161,275 | 85 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint Corpus Christi Investors, LP group: Waypoint | Executive Officer, Promoter Officer of the GP of the Issuer | Jan 4, 2017 | D | $7,437,500 similar: $763,000–$10,000,000 | $7,387,500 | 71 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint Waterlynn Investors, LP group: Waypoint | Executive Officer, Promoter Officer of the GP of the Issuer | Nov 29, 2016 | D | $16,250,000 similar: $763,000–$10,000,000 | $13,892,500 | 76 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint Sam Houston Investors, LP group: Waypoint | Executive Officer, Promoter Officer of the GP of the Issuer | Nov 9, 2016 | D | $11,600,000 similar: $763,000–$10,000,000 | $11,450,000 | 114 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | Waypoint Mountain Brook Investors, LP group: Waypoint | Executive Officer, Promoter Officer of the GP of the Issuer | Nov 9, 2016 | D | $10,100,000 similar: $763,000–$10,000,000 | $10,050,000 | 84 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); Residential / 506(b) (4,183 filings); Commercial / 506(b) (6,713 filings); 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 and management entities the issuers listed as related persons on the same Form D filings as Eric Hade. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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