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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:31 AM ET

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John Schaefer

Named as an officer, director or promoter on SEC Form D filings · OH, CA · Jul 14, 2011 → Oct 13, 2026

13deals (issuers)
$3.57Breported sold
1,886investors
127Form D filings
2011–2026years on file
Follow this personLook further ↓PDF

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

The short version

John Schaefer is listed as an executive officer and director on 127 SEC Form D filings by 13 issuers between Jul 2011 and Oct 2026. Largest by amount reported sold: Townsend Real Estate Alpha Fund III, L.P. (Cleveland, OH — pooled investment fund — 2018–2020; $623.2M reported sold to 183 investors), Townsend Core Real Estate Fund - US, L.P. (Cleveland, OH — pooled investment fund — 2024–2025; $622M reported sold to 24 investors), Townsend Real Estate Capital Solutions IV, L.P. (Cleveland, OH — pooled investment fund — 2025–2026; $500.3M reported sold to 26 investors), Townsend Real Estate Alpha Fund II, L.P. (Cleveland, OH — pooled investment fund — 2014–2016; $495.9M reported sold to 229 investors), TOWNSEND DIVERSIFIED REAL ESTATE FUND, L.P. (Cleveland, OH — pooled investment fund — 2011–2026; $396.9M reported sold to 680 investors) and 8 more (all listed below).

What this means That is a lot of deals — 13 separate companies raised money with this person listed as executive officer and director, over about 15 years. Across those companies the filings report $3.57B sold in total.

Listed alongside Terrance R. Ahern (92 shared filings), Anthony D. Frammartino (74 shared filings), Joseph P. Olszak (70 shared filings), Kevin W. Lynch (35 shared filings), Tony Pietro (30 shared filings) and 38 others.

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

The issuers belong to 2 sponsor groups: Townsend (20 issuers, $4.66B reported sold, 2008–2026) and Cypress (7 issuers, $427.5M reported sold, 2013–2020).

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 (AZ, CA, DE, TX, WA) — 1 court case matching the name, 15 bankruptcy cases matching the name listed in Key records below.

What this means 16 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 the newest 50 of 127 public filings for John Schaefer and found 5 differences, 1 worth asking the sponsor about: Amount sold went down between filings; 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 John Schaefer has not run yet — it is joining a line of 17,842 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

1 case: 1 judgment

JOHN M. SCHAEFER v. MARY A. SCHAEFER; judgment
District Court, S.D. California · No. · Filed Jan 28, 1988 · Closed Feb 22, 1988 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of JOHN M. SCHAEFER: Plaintiff · Outcome: Terminated 1988-02-22 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for both plaintiff and defendant Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 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, 2:17 AM ET.

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

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

2. Regulatory actions

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

What was searched

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

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 are not covered.

3. Bankruptcies

15 cases: 15 closed (disposition not in docket feed)

John Schaefer and Sara Schaefer closed
United States Bankruptcy Court, W.D. Texas · No. 18-52535 · Filed Oct 30, 2018 · Closed Feb 8, 2019
Role of John Schaefer and Sara Schaefer: Debtor · Outcome: Case closed 2019-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (TX)
John Schaefer and Bonnie Schaefer closed
United States Bankruptcy Court, C.D. California · No. 6:14-bk-23654 · Filed Nov 5, 2014 · Closed Feb 18, 2015
Role of John Schaefer and Bonnie Schaefer: Debtor · Outcome: Case closed 2015-02-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)
John E. Schaefer and Melissa A. Pimentel-Schaefer closed
United States Bankruptcy Court, C.D. California · No. 8:14-bk-15617 · Filed Sep 17, 2014 · Closed Oct 23, 2015
Role of John E. Schaefer and Melissa A. Pimentel-Schaefer: Debtor · Outcome: Case closed 2015-10-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)
John E Schaefer and Donna M Schaefer closed
United States Bankruptcy Court, S.D. Ohio · No. 1:11-bk-11764 · Filed Mar 25, 2011 · Closed Jul 14, 2011
Role of John E Schaefer and Donna M Schaefer: Debtor · Outcome: Case closed 2011-07-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (OH)
John J. Schaefer closed
United States Bankruptcy Court, C.D. California · No. 6:08-bk-10053 · Filed Jan 3, 2008 · Closed Oct 30, 2008
Role of John J. Schaefer: Debtor · Outcome: Case closed 2008-10-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)
John R Schaefer closed
United States Bankruptcy Court, N.D. Ohio · No. 06-52148 · Filed Oct 19, 2006 · Closed Sep 24, 2007
Role of John R Schaefer: Debtor · Outcome: Case closed 2007-09-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (OH)
John E Schaefer closed
United States Bankruptcy Court, N.D. Ohio · No. 05-73809 · Filed Oct 12, 2005 · Closed Feb 13, 2006
Role of John E Schaefer: Debtor · Outcome: Case closed 2006-02-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (OH)
John Schaefer closed
United States Bankruptcy Court, N.D. Ohio · No. 05-23559 · Filed Sep 5, 2005 · Closed Dec 14, 2005
Role of John Schaefer: Debtor · Outcome: Case closed 2005-12-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (OH)
John E. Schaefer and Sara C. Schaefer closed
United States Bankruptcy Court, W.D. Texas · No. 03-70514 · Filed Jul 30, 2003 · Closed Oct 30, 2003
Role of John E. Schaefer and Sara C. Schaefer: Debtor · Outcome: Case closed 2003-10-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (TX)
John W. Schaefer closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 02-35996 · Filed Nov 8, 2002 · Closed Mar 13, 2003
Role of John W. Schaefer: Debtor · Outcome: Case closed 2003-03-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (PA)
John J Schaefer Jr and Diane R Schaefer closed
United States Bankruptcy Court, C.D. California · No. 1:98-bk-27247 · Filed Dec 18, 1998 · Closed Apr 8, 1999
Role of John J Schaefer Jr and Diane R Schaefer: Debtor · Outcome: Case closed 1999-04-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)
John Schaefer and Linda Schaefer closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 5:91-bk-00194 · Filed Feb 11, 1991 · Closed Nov 30, 1992
Role of John Schaefer and Linda Schaefer: Debtor · Outcome: Case closed 1992-11-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (PA)
John C. Schaefer and Susan K. Schaefer closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 89-22406 · Filed Sep 15, 1989 · Closed Mar 9, 1990
Role of John C. Schaefer and Susan K. Schaefer: Debtor · Outcome: Case closed 1990-03-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (PA)
John E. Schaefer and Helen Carole Schaefer closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 87-22142 · Filed Aug 12, 1987 · Closed Oct 11, 1988
Role of John E. Schaefer and Helen Carole Schaefer: Debtor · Outcome: Case closed 1988-10-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (PA)
John E Schaefer and Donna Schaefer closed
United States Bankruptcy Court, S.D. Ohio · No. 1:86-bk-12009 · Filed Jun 18, 1986 · Closed Apr 30, 1987
Role of John E Schaefer and Donna Schaefer: Debtor · Outcome: Case closed 1987-04-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 116 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (OH)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

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

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

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

5 differences found between the filings for John Schaefer — 1 worth asking about (compared the newest 50 of 127 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 11, 2024 – Mar 12, 2025

Amount sold went down between filings — Townsend Core Real Estate Fund - US, L.P.

The Oct 11, 2024 filing says $622,040,774 sold; the Mar 12, 2025 Form D/A says $621,386,850 sold — $653,924 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Oct 11, 2024 ↗Form D/A (later) · Mar 12, 2025 ↗Townsend Core Real Estate Fund - US, L.P. — PartnerFacts page ↗
Sources
Note · Sep 30, 2024 – Mar 12, 2025

No amendment in the last 12 months on an offering that may still be open — Townsend Core Real Estate Fund - US, L.P. (latest filing Mar 12, 2025)

The latest filing for this offering is dated Mar 12, 2025 (first sale Sep 30, 2024). It reports $621,386,850 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 · Mar 12, 2025 ↗Townsend Core Real Estate Fund - US, L.P. — PartnerFacts page ↗
Sources
Note · May 18, 2018 – Mar 4, 2020

No amendment in the last 12 months on an offering that may still be open — Townsend Real Estate Alpha Fund III, L.P. (latest filing Mar 4, 2020)

The latest filing for this offering is dated Mar 4, 2020 (first sale May 18, 2018). It reports $623,200,000 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 · Mar 4, 2020 ↗Townsend Real Estate Alpha Fund III, L.P. — PartnerFacts page ↗
Sources
Note · Jan 9, 2012 – Jun 19, 2017

Same name, different state: "John Schaefer" (AZ) is a separate record

This page covers filings where the address state is OH or CA. A separate record, "John Schaefer" with address state AZ, is listed on 12 filings — most recently by REhnu, Inc. (Jun 19, 2017). Both records have filings in the same period (Jan 9, 2012 to Jun 19, 2017).

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.

John Schaefer (AZ) — PartnerFacts page ↗Form D/A · Jun 19, 2017 ↗REhnu, Inc. — PartnerFacts page ↗John Schaefer (OH,CA) — this page ↗
Sources
Note · Apr 2, 2013 – Apr 1, 2014

Same name, different state: "John Larkin Schaefer" (IL) is a separate record

This page covers filings where the address state is OH or CA. A separate record, "John Larkin Schaefer" with address state IL, is listed on 2 filings — most recently by Asset Allocation & Management Company, LLC (Apr 1, 2014). Both records have filings in the same period (Apr 2, 2013 to Apr 1, 2014).

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

John Larkin Schaefer (IL) — PartnerFacts page ↗Form D · Apr 1, 2014 ↗Asset Allocation & Management Company, LLC — PartnerFacts page ↗John Schaefer (OH,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. We compared the newest 50 of 127 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 13 offerings report sales commissions totalling $2,773,146; 3 report finder's fees totalling $166,750; 2 report proceeds to related persons totalling $619,500. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 13, 2026 D/A
TOWNSEND BALANCED REAL ESTATE FUND L P
File 021-85613
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 13, 2026 D/A
Townsend Real Estate Capital Solutions IV, L.P.
File 021-554962
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 1, 2026 D/A
TOWNSEND DIVERSIFIED REAL ESTATE FUND, L.P.
File 021-84177-6C
$0 (est.)$0 (est.)$0 (est.)
Payments made to the General Partner are subject to future contingencies.
None listed on this filingEDGAR ↗
Mar 12, 2025 D/A
Townsend Core Real Estate Fund - US, L.P.
File 021-526597
$0 (est.)$0 (est.)$500,000 (est.)
Item 16 is an estimate of organizational and offering expenses that may accrue to one or more Related Persons.
None listed on this filingEDGAR ↗
Mar 4, 2020 D/A
Townsend Real Estate Alpha Fund III, L.P.
File 021-313799
$1,416,396 (est.)$0 (est.)$0 (est.)AON Securities LLC BrokerCheck CRD 4138 ↗
Kelson Capital, LLC BrokerCheck CRD 149477 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗		EDGAR ↗
Feb 12, 2016 D/A
Townsend Real Estate Alpha Fund II, L.P.
File 021-230143
$918,000 (est.)$0$0Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗
via Foreside Fund Services, LLC (CRD 46106 ↗)

Kelson Capital, LLC BrokerCheck CRD 149477 ↗
via Kelson Capital, LLC (CRD 149477 ↗)

Barclays Bank PLC no CRD number reported
via Barclays Bank PLC
EDGAR ↗
Mar 26, 2015 D/A
Commonfund Strategic Solutions Real Estate Opportunity Fund 2014, L.P.
File 021-215515
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2014 D
TREA REIT Holdco, LLC
File 021-225707
$0$31,500$0Iriquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 15, 2014 D/A
TownSquare Real Estate Alpha Fund I-A, L.P.
File 021-189789
$0$119,500 (est.)$119,500 (est.)Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jan 14, 2014 D/A
Townsend Real Estate Alpha Fund I, L.P.
File 021-183404
$0$0$0 (est.)None listed on this filingEDGAR ↗
Sep 27, 2013 D
CETTG Glendale Marketplace REIT LLC
File 021-203666
$0$15,750$0Iriquois Capital Advisers, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 10, 2012 D/A
Commonfund Strategic Solutions Real Estate Opportunity Fund 2011, L.P.
File 021-167003
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2012 D/A
Townsend Select Opportunities Fund, L.P.
File 021-161854
$438,750$0$0Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗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 13

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

TB
Pooled Investment Fund · group: Townsend

TOWNSEND BALANCED REAL ESTATE FUND L P

Cleveland, OH · Jul 14, 2011 → Oct 13, 2026 · 35 filings
  • Oct 13, 2026 · D/A · $211,464,807 sold of Indefinite · 190 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 13, 2026 · D/A · $210,164,807 sold of Indefinite · 190 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Apr 14, 2026 · D/A · $208,764,807 sold of Indefinite · 190 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Oct 3, 2025 · D/A · $206,764,807 sold of Indefinite · 190 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Apr 4, 2025 · D/A · $206,434,807 sold of Indefinite · 190 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jan 10, 2025 · D/A · $204,934,807 sold of Indefinite · 190 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 15, 2024 · D/A · $203,234,807 sold of Indefinite · 189 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 11, 2023 · D/A · $203,084,807 sold of Indefinite · 189 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Oct 11, 2022 · D/A · $202,634,807 sold of Indefinite · 188 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 13, 2022 · D/A · $202,334,807 sold of Indefinite · 188 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Apr 13, 2022 · D/A · $202,084,807 sold of Indefinite · 188 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jan 18, 2022 · D/A · $201,584,807 sold of Indefinite · 188 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 15, 2021 · D/A · $200,859,807 sold of Indefinite · 188 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Apr 14, 2021 · D/A · $199,159,807 sold of Indefinite · 186 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jan 19, 2021 · D/A · $196,619,807 sold of Indefinite · 185 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Oct 16, 2020 · D/A · $191,619,807 sold of Indefinite · 184 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Apr 16, 2020 · D/A · $191,219,807 sold of Indefinite · 184 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Oct 15, 2019 · D/A · $191,119,807 sold of Indefinite · 184 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 12, 2019 · D/A · $190,119,807 sold of Indefinite · 183 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 12, 2019 · D/A · $191,169,807 sold of Indefinite · 183 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Apr 16, 2019 · D/A · $189,969,807 sold of Indefinite · 182 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Oct 15, 2018 · D/A · $188,919,807 sold of Indefinite · 182 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 16, 2018 · D/A · $187,879,807 sold of Indefinite · 182 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Apr 16, 2018 · D/A · $187,629,807 sold of Indefinite · 182 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jan 18, 2018 · D/A · $187,504,807 sold of Indefinite · 182 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Oct 17, 2017 · D/A · $184,764,807 sold of Indefinite · 181 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 18, 2017 · D/A · $184,414,807 sold of Indefinite · 181 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jan 18, 2017 · D/A · $183,214,807 sold of Indefinite · 181 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Oct 17, 2016 · D/A · $179,714,807 sold of Indefinite · 179 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 13, 2016 · D/A · $179,614,807 sold of Indefinite · 179 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jan 15, 2016 · D/A · $179,214,807 sold of Indefinite · 179 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jan 13, 2015 · D/A · $166,839,807 sold of Indefinite · 179 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 15, 2013 · D/A · $151,929,807 sold of Indefinite · 177 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 11, 2012 · D/A · $134,529,807 sold of Indefinite · 168 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗
  • Jul 14, 2011 · D/A · $133,254,807 sold of Indefinite · 167 investors · min. $25,000 · role: Executive Officer (Vice President of TTG Core Plus Investments, LLC) EDGAR ↗

Raised $211.5M from 190 investors as of the latest filing. John is listed as executive officer on 35 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TR
Pooled Investment Fund · group: Townsend

Townsend Real Estate Capital Solutions IV, L.P.

Cleveland, OH · Aug 15, 2025 → Aug 13, 2026 · 2 filings
  • Aug 13, 2026 · D/A · $500,300,000 sold of Indefinite · 26 investors · min. $5,000,000 · role: Executive Officer (Vice President of the General Partner of the Issuer) EDGAR ↗
  • Aug 15, 2025 · D · $312,450,000 sold of Indefinite · 17 investors · min. $5,000,000 · role: Executive Officer (Vice President of the General Partner of the Issuer) EDGAR ↗

Raised $500.3M from 26 investors as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TD
Pooled Investment Fund · group: Townsend

TOWNSEND DIVERSIFIED REAL ESTATE FUND, L.P.

Cleveland, OH · Jul 14, 2011 → Jul 1, 2026 · 48 filings
  • Jul 1, 2026 · D/A · $396,851,967 sold of Indefinite · 680 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 5, 2026 · D/A · $396,776,967 sold of Indefinite · 680 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 14, 2025 · D/A · $396,501,967 sold of Indefinite · 680 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 15, 2025 · D/A · $394,181,967 sold of Indefinite · 675 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 4, 2025 · D/A · $393,231,967 sold of Indefinite · 673 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 10, 2025 · D/A · $391,036,967 sold of Indefinite · 672 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 10, 2024 · D/A · $388,961,967 sold of Indefinite · 670 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 15, 2024 · D/A · $386,966,967 sold of Indefinite · 669 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 12, 2024 · D/A · $385,666,967 sold of Indefinite · 669 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 10, 2024 · D/A · $385,041,967 sold of Indefinite · 669 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 4, 2023 · D/A · $383,891,967 sold of Indefinite · 669 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 11, 2023 · D/A · $376,631,967 sold of Indefinite · 667 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 4, 2023 · D/A · $372,881,967 sold of Indefinite · 662 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 12, 2023 · D/A · $366,731,967 sold of Indefinite · 660 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 11, 2022 · D/A · $365,481,967 sold of Indefinite · 658 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 13, 2022 · D/A · $364,481,967 sold of Indefinite · 657 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 13, 2022 · D/A · $360,126,967 sold of Indefinite · 653 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 18, 2022 · D/A · $358,590,717 sold of Indefinite · 653 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 14, 2021 · D/A · $355,315,717 sold of Indefinite · 652 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 15, 2021 · D/A · $351,525,717 sold of Indefinite · 648 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 14, 2021 · D/A · $348,190,717 sold of Indefinite · 645 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 19, 2021 · D/A · $339,520,717 sold of Indefinite · 642 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 16, 2020 · D/A · $326,050,717 sold of Indefinite · 635 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 16, 2020 · D/A · $323,375,717 sold of Indefinite · 635 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 16, 2020 · D/A · $322,575,717 sold of Indefinite · 633 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 17, 2020 · D/A · $319,175,717 sold of Indefinite · 632 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 15, 2019 · D/A · $313,889,717 sold of Indefinite · 617 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 12, 2019 · D/A · $312,198,717 sold of Indefinite · 617 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 16, 2019 · D/A · $306,083,717 sold of Indefinite · 611 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 22, 2019 · D/A · $303,313,717 sold of Indefinite · 609 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 16, 2019 · D/A · $303,313,717 sold of Indefinite · 609 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 15, 2018 · D/A · $297,388,717 sold of Indefinite · 602 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 16, 2018 · D/A · $294,918,717 sold of Indefinite · 600 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 13, 2018 · D/A · $284,663,717 sold of Indefinite · 589 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 17, 2018 · D/A · $280,275,717 sold of Indefinite · 585 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 17, 2017 · D/A · $267,575,717 sold of Indefinite · 566 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 18, 2017 · D/A · $259,045,717 sold of Indefinite · 558 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 12, 2017 · D/A · $253,130,717 sold of Indefinite · 550 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 18, 2017 · D/A · $252,645,717 sold of Indefinite · 549 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 17, 2016 · D/A · $245,860,717 sold of Indefinite · 543 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 13, 2016 · D/A · $242,820,717 sold of Indefinite · 542 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Apr 13, 2016 · D/A · $239,895,717 sold of Indefinite · 540 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 15, 2016 · D/A · $233,920,717 sold of Indefinite · 535 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Oct 13, 2015 · D/A · $227,445,717 sold of Indefinite · 531 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jan 13, 2015 · D/A · $225,565,717 sold of Indefinite · 531 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 15, 2013 · D/A · $200,105,717 sold of Indefinite · 509 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 17, 2012 · D/A · $172,060,717 sold of Indefinite · 480 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗
  • Jul 14, 2011 · D/A · $159,555,717 sold of Indefinite · 462 investors · min. $10,000 · role: Executive Officer (Vice President of the General Partner) EDGAR ↗

Raised $396.9M from 680 investors as of the latest filing. John is listed as executive officer on 48 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TC
Pooled Investment Fund · group: Townsend

Townsend Core Real Estate Fund - US, L.P.

Cleveland, OH · Oct 11, 2024 → Mar 12, 2025 · 2 filings
  • Mar 12, 2025 · D/A · $621,386,850 sold of Indefinite · 24 investors · min. $5,000,000 · role: Executive Officer (Vice President of the General Partner of the Issuer) EDGAR ↗
  • Oct 11, 2024 · D · $622,040,774 sold of Indefinite · 24 investors · min. $5,000,000 · role: Executive Officer (Vice President of the General Partner of the Issuer) EDGAR ↗

Raised $622M from 24 investors as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TR
Pooled Investment Fund · group: Townsend

Townsend Real Estate Alpha Fund III, L.P.

Cleveland, OH · Jun 4, 2018 → Mar 4, 2020 · 7 filings
  • Mar 4, 2020 · D/A · $623,200,000 sold of Indefinite · 183 investors · min. $5,000,000 · role: Executive Officer (Vice President and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Dec 3, 2019 · D/A · $556,725,000 sold of Indefinite · 167 investors · min. $5,000,000 · role: Executive Officer (Vice President and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Oct 15, 2019 · D/A · $454,900,000 sold of Indefinite · 140 investors · min. $5,000,000 · role: Executive Officer (Vice President and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Jul 12, 2019 · D/A · $435,250,000 sold of Indefinite · 128 investors · min. $5,000,000 · role: Executive Officer (Vice President and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Feb 13, 2019 · D/A · $292,175,000 sold of Indefinite · 93 investors · min. $5,000,000 · role: Executive Officer (Vice President and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Oct 12, 2018 · D/A · $267,075,000 sold of Indefinite · 79 investors · min. $5,000,000 · role: Executive Officer (Vice President and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Jun 4, 2018 · D · $186,075,000 sold of Indefinite · 39 investors · min. $5,000,000 · role: Executive Officer (Vice President and Secretary of the General Partner of the Issuer) EDGAR ↗

Raised $623.2M from 183 investors as of the latest filing. John is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TR
Pooled Investment Fund · group: Townsend

Townsend Real Estate Alpha Fund II, L.P.

Cleveland, OH · Dec 15, 2014 → Feb 12, 2016 · 8 filings
  • Feb 12, 2016 · D/A · $495,910,000 sold of Indefinite · 229 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 5, 2016 · D/A · $463,600,000 sold of Indefinite · 202 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 14, 2016 · D/A · $375,200,000 sold of Indefinite · 192 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 4, 2015 · D/A · $298,025,000 sold of Indefinite · 122 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 13, 2015 · D/A · $246,300,000 sold of Indefinite · 83 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 11, 2015 · D/A · $204,975,000 sold of Indefinite · 64 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 28, 2015 · D/A · $182,625,000 sold of Indefinite · 53 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 15, 2014 · D · $132,500,000 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $495.9M from 229 investors as of the latest filing. John is listed as director on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CS
Pooled Investment Fund · group: Townsend

Commonfund Strategic Solutions Real Estate Opportunity Fund 2014, L.P.

Cleveland, OH · Apr 14, 2014 → Mar 26, 2015 · 4 filings
  • Mar 26, 2015 · D/A · $127,025,000 sold of $150,000,000 · 49 investors · min. $250,000 · role: Executive Officer (Executive Officer of CFSSG Real Estate Partners II, LLC) EDGAR ↗
  • Jan 9, 2015 · D/A · $120,075,000 sold of $150,000,000 · 45 investors · min. $250,000 · role: Executive Officer (Executive Officer of CFSSG Real Estate Partners II, LLC) EDGAR ↗
  • Sep 11, 2014 · D/A · $72,975,000 sold of $150,000,000 · 33 investors · min. $250,000 · role: Executive Officer (Executive Officer of CFSSG Real Estate Partners II, LLC) EDGAR ↗
  • Apr 14, 2014 · D · $49,125,000 sold of $150,000,000 · 21 investors · min. $250,000 · role: Executive Officer (Executive Officer of CFSSG Real Estate Partners II, LLC) EDGAR ↗

Raised $127M from 49 investors (85% of the $150M target) as of the latest filing. John is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TR
REITS and Finance · group: Townsend

TREA REIT Holdco, LLC

Cleveland, OH · Oct 2, 2014
  • Oct 2, 2014 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

TR
Pooled Investment Fund · group: Townsend

TownSquare Real Estate Alpha Fund I-A, L.P.

Radnor, PA · Jan 9, 2013 → Jan 15, 2014 · 5 filings
  • Jan 15, 2014 · D/A · $112,600,000 sold of Indefinite · 58 investors · min. $250,000 · role: Executive Officer (Executive Officer of the General Partmer) EDGAR ↗
  • Sep 12, 2013 · D/A · $73,550,000 sold of Indefinite · 47 investors · min. $250,000 · role: Executive Officer (Executive Officer of the General Partmer) EDGAR ↗
  • Jul 29, 2013 · D/A · $67,450,000 sold of Indefinite · 40 investors · min. $250,000 · role: Executive Officer (Executive Officer of the General Partmer) EDGAR ↗
  • Apr 10, 2013 · D/A · $52,400,000 sold of Indefinite · 18 investors · min. $250,000 · role: Executive Officer (Executive Officer of the General Partner) EDGAR ↗
  • Jan 9, 2013 · D · $47,900,000 sold of Indefinite · 11 investors · min. $250,000 · role: Executive Officer (Executive Officer of the General Partmer) EDGAR ↗

Raised $112.6M from 58 investors as of the latest filing. John is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TR
Pooled Investment Fund · group: Townsend

Townsend Real Estate Alpha Fund I, L.P.

Cleveland, OH · Aug 29, 2012 → Jan 14, 2014 · 7 filings
  • Jan 14, 2014 · D/A · $357,490,000 sold of $600,000,000 · 79 investors · min. $100,000 · role: Executive Officer (Executive Officer of Townsend Alpha Manager I, LLC) EDGAR ↗
  • Sep 12, 2013 · D/A · $252,240,000 sold of $600,000,000 · 70 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Townsend Alpha Manager I, LLC) EDGAR ↗
  • Jul 29, 2013 · D/A · $204,790,000 sold of $600,000,000 · 56 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Townsend Alpha Manager I, LLC) EDGAR ↗
  • Apr 10, 2013 · D/A · $169,065,000 sold of $600,000,000 · 34 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Townsend Alpha Manager I, LLC) EDGAR ↗
  • Jan 8, 2013 · D/A · $161,475,000 sold of $600,000,000 · 26 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Townsend Alpha Manager I, LLC) EDGAR ↗
  • Oct 11, 2012 · D/A · $111,525,000 sold of $600,000,000 · 21 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Townsend Alpha Manager I, LLC) EDGAR ↗
  • Aug 29, 2012 · D · $86,525,000 sold of $600,000,000 · 19 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of Townsend Alpha Manager I, LLC) EDGAR ↗

Raised $357.5M from 79 investors (60% of the $600M target) as of the latest filing. John is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CG
REITS and Finance · group: Cypress

CETTG Glendale Marketplace REIT LLC

Dallas, TX · Sep 27, 2013
  • Sep 27, 2013 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Director of the Issuer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. John 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(c) (253 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.

CS
Pooled Investment Fund · group: Townsend

Commonfund Strategic Solutions Real Estate Opportunity Fund 2011, L.P.

Cleveland, OH · Oct 11, 2011 → Oct 10, 2012 · 4 filings
  • Oct 10, 2012 · D/A · $73,125,000 sold of $150,000,000 · 36 investors · min. $25,000 · role: Executive Officer (Vice President of CFSSG Real Estate Partners I, LLC) EDGAR ↗
  • Jul 11, 2012 · D/A · $61,550,000 sold of $150,000,000 · 25 investors · min. $25,000 · role: Executive Officer (Vice President of CFSSG Real Estate Partners I, LLC) EDGAR ↗
  • Jan 12, 2012 · D/A · $56,200,000 sold of $150,000,000 · 21 investors · min. $25,000 · role: Executive Officer (Vice President of CFSSG Real Estate Partners I, LLC) EDGAR ↗
  • Oct 11, 2011 · D · $42,700,000 sold of $150,000,000 · 16 investors · min. $25,000 · role: Executive Officer (Vice President of CFSSG Real Estate Partners I, LLC) EDGAR ↗

Raised $73.1M from 36 investors (49% of the $150M target) as of the latest filing. John is listed as executive officer on 4 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.

TS
Pooled Investment Fund · group: Townsend

Townsend Select Opportunities Fund, L.P.

Cleveland, OH · Nov 9, 2011 → Jun 28, 2012 · 3 filings
  • Jun 28, 2012 · D/A · $53,300,000 sold of $150,000,000 · 82 investors · min. $1,000,000 · role: Executive Officer (Vice President of Townsend SO Manager I, LLC) EDGAR ↗
  • Apr 11, 2012 · D/A · $42,600,000 sold of $150,000,000 · 63 investors · min. $1,000,000 · role: Executive Officer (Vice President of Townsend SO Manager I, LLC) EDGAR ↗
  • Nov 9, 2011 · D/A · $39,675,000 sold of $150,000,000 · 54 investors · min. $1,000,000 · role: Executive Officer (Vice President of Townsend SO Manager I, LLC) EDGAR ↗

Raised $53.3M from 82 investors (36% of the $150M target) as of the latest filing. John is listed as executive officer on 3 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.

Other pages with the same name (2)

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

  • John Schaefer — AZ, 1 issuer, Jan 9, 2012 → Jun 19, 2017 · no shared issuer
  • John Larkin Schaefer — IL, 1 issuer, Apr 2, 2013 → Apr 1, 2014 · no shared issuer

People around John 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

TK
Management entity

The Key West Saxon Group, LLC

Executive Officer · 20 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

TH
Management entity

Townsend Holdings, LLC

Executive Officer · 16 shared filings (4 issuers)

Listed on the same filings as John Schaefer. Their page shows their other deals.

TC
Management entity

TTG Core Plus Investments, LLC

Executive Officer · 15 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

CP
Management entity

Core Plus Partners, L.P.

Executive Officer · 12 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

TA
Management entity

Townsend Alpha Manager I, LLC

Executive Officer, Promoter · 8 shared filings (2 issuers)

Listed on the same filings as John Schaefer. Their page shows their other deals.

TA
Management entity

Townsend Alpha Manager II, LLC

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

TA
Management entity

Townsend Alpha Manager III, LLC

Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

CR
Management entity

CFSSG Real Estate Partners I, LLC

Executive Officer, Promoter · 4 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

TA
Management entity

TOWNSQUARE ALPHA MANAGER I-A, LLC

Executive Officer, Promoter · 4 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

CR
Management entity

CFSSG Real Estate Partners II, LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

TR
Management entity

Townsend REF GP, LLC

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

Listed on the same filings as John Schaefer. Their page shows their other deals.

ET
Management entity

E. Townsend Holdings, LLC

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

Listed on the same filings as John Schaefer. Their page shows their other deals.

TT
Management entity

The Townsend Group, Inc.

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

Listed on the same filings as John Schaefer. Their page shows their other deals.

TA
Management entity

TOWNSQUARE ALPHA MANAGER I-A, LLC

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

Listed on the same filings as John Schaefer. Their page shows their other deals.

PT
Management entity

P. Townsend Holdings, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

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

Terrance R. Ahern

Executive Officer, Director · 92 shared filings (10 issuers) · also on 6 other issuers

Terrance R. Ahern is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Anthony D. Frammartino

Executive Officer, Director · 74 shared filings (7 issuers) · also on 3 other issuers

Anthony D. Frammartino is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Joseph P. Olszak

Executive Officer, Director · 70 shared filings (10 issuers) · also on 5 other issuers

Joseph P. Olszak is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Kevin W. Lynch

Executive Officer, Director · 35 shared filings (4 issuers) · also on 2 other issuers

Kevin W. Lynch is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Tony Pietro

Executive Officer · 30 shared filings (4 issuers) · also on 3 other issuers

Tony Pietro is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Kevin Lynch

Executive Officer · 16 shared filings (4 issuers) · also on 1 other issuer

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

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

Terri A. Herubin

Executive Officer · 8 shared filings (4 issuers) · also on 1 other issuer

Terri A. Herubin is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Jonathan Albro

Executive Officer · 5 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as John Schaefer. Their page shows their other deals.

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

TERRY AHERN

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

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

Jay E. Long

Executive Officer · 4 shared filings (2 issuers) · also on 3 other issuers

Jay E. Long is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

David Rehmar

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as John Schaefer. Their page shows their other deals.

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

Stephanie Bender

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as John Schaefer. Their page shows their other deals.

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

Matt Racketa

Executive Officer · 2 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as John Schaefer. Their page shows their other deals.

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

Jeff Deal

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

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

Jake Heacox

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John Schaefer. Their page shows their other deals.

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

Todd Minnis

Director · 1 shared filing (1 issuer) · also on 6 other issuers

Todd Minnis is on 7 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

T
Sponsor group

Townsend

20 issuers · 171 filings · $4.66B reported sold · 2008–2026

One team, 20 deal companies. John Schaefer is listed on 12 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name John Schaefer.

C
Sponsor group

Cypress

7 issuers · 10 filings · $427.5M reported sold · 2013–2020

One team, 7 deal companies. John Schaefer 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 John Schaefer.

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 4 of the 13 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Townsend Real Estate Capital Solutions IV, L.P., Commonfund Strategic Solutions Real Estate Opportunity Fund 2014, L.P., Townsend Real Estate Alpha Fund I, L.P., Commonfund Strategic Solutions Real Estate Opportunity Fund 2011, L.P..

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 John Schaefer 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 13 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers John Schaefer is listed on: none on file. No website or social profile named in Townsend Core Real Estate Fund - US, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #76,593 of 374,652 in line (14 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 (Cleveland, OH). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Franklin County OH Clerk of Courts ↗California — find the county court ↗Los Angeles Superior Court case search ↗Pennsylvania UJS portal 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

Ohio Secretary of State business search ↗California Secretary of State business search ↗Pennsylvania Secretary of State business search ↗Texas Secretary of State business search ↗OpenCorporates ↗

Change history

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