Sponsor Check › Person
Related person on Form D filings · address state as listed: TX · listed Mar 14, 2017 → Oct 14, 2025
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:56 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:56 PM 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.
Not yet searched.
No SEC search has run yet for this person.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:56 PM 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.
5 of 8 offerings report sales commissions totalling $14,402,500; 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 ↗ | Oct 14, 2025 D/A File 021-494448 | $6,000,000 (est.) | $0 | $0 | Crow Holdings Securities, L.L.C. BrokerCheck CRD 308543 ↗ Stonehaven, LLC BrokerCheck CRD 118913 ↗ Mirae Asset Securities Co., Ltd. no CRD number reported Greshler Finance Ltd. no CRD number reported Finex Hong Kong Limited no CRD number reported |
| EDGAR ↗ | Dec 27, 2024 D File 021-533497 | $25,000 (est.) | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Nov 20, 2023 D File 021-497646 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 22, 2023 D/A File 021-430644 | $8,365,000 (est.) | $0 | $0 | Hodes Weill Securities, LLC BrokerCheck CRD 131848 ↗ ITOCHU REIT Management Co., Ltd. no CRD number reported Further Capital Partners Ltd. no CRD number reported Greshler Finance Ltd. no CRD number reported Stonehaven, LLC BrokerCheck CRD 118913 ↗ XLC Distribution Services SPA no CRD number reported Finex Hong Kong Limited no CRD number reported |
| EDGAR ↗ | Jun 10, 2022 D File 021-448805 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 3, 2022 D File 021-432148 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 3, 2022 D File 021-432144 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Mar 12, 2018 D/A File 021-282481 | $0 | $0 | $0 The issuer charges a management fee that is described in the issuer's offering documents. | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Crow Holdings Realty Income Partners, L.P. group: Crow | Executive Officer | Oct 14, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CHRP IX REIT FRED310 Building C, L.P. group: Crow | Executive Officer Vice President and Assistant Secretary of the Issuer | Dec 27, 2024 | D | $500,000 similar: $125,000–$125,000 | $488,000 | 122 similar: 124–125 | $4,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Crow Holdings Realty Income Partners, L.P. group: Crow | Executive Officer | Oct 11, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CHRP X Moore Portfolio Co-Invest, L.P. group: Crow | Executive Officer VP and Asst. Sec. of Manager of GP of Issuer | Nov 20, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Crow Holdings Realty Income Partners, L.P. group: Crow | Executive Officer | Oct 11, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Crow Holdings Realty Partners X, L.P. group: Crow | Executive Officer VP and Asst. Sec. of GP of GP of GP of Issuers 1-3 and of GP of 4th Issuer | Feb 22, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,283,270,000 | 124 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Crow Holdings Realty Partners X, L.P. group: Crow | Executive Officer VP and Asst. Sec. of GP of GP of GP of Issuers 1-3 and of GP of 4th Issuer | Jun 14, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,786,176,171 | 82 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CHRP X Otay Business Park Co-Invest, L.P. group: Crow | Executive Officer VP and Asst. Sec. of the Manager of the GP of the Issuers | Jun 10, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CHRP IX US Healthcare REIT Investor, L.L.C. group: Crow | Executive Officer Vice President & Assistant Secretary of the Issuer | Feb 3, 2022 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CHRP IX US Healthcare REIT FRED310, L.P. group: Crow | Executive Officer Vice President & Assistant Secretary of the Issuer | Feb 3, 2022 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Crow Holdings Realty Partners X, L.P. group: Crow | Executive Officer VP and Asst. Sec. of GP of GP of GP of Issuers 1-3 and of GP of 4th Issuer | Jan 25, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CHC Private Equity 2017, L.P. group: Crow | Executive Officer Vice President of the Manager of the General Partner of the Issuer | Mar 12, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $35,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CHC Private Equity 2017, L.P. group: Crow | Executive Officer Vice President of the Manager of the General Partner of the Issuer | Mar 14, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.
Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as John Dodge Carter. Source: the EDGAR rows in the table above.
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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