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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:47 AM ET

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John Samuel Pennington

Named as an officer, director or promoter on SEC Form D filings · UT · Jun 18, 2009 → Jun 21, 2021

67deals (issuers)
$2.1Breported sold
1,661investors
108Form D filings
2009–2021years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:18 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

John Samuel Pennington is listed as an executive officer and director on 108 SEC Form D filings by 67 issuers between Jun 2009 and Jun 2021. Largest by amount reported sold: Bridge Multifamily & Commercial Office Fund II LP (Salt Lake City, UT — pooled investment fund — 2011–2017; $595.5M reported sold to 342 investors), Bridge Seniors Housing & Medical Properties Fund LP (Salt Lake City, UT — pooled investment fund — 2015–2017; $578.4M reported sold to 517 investors), Bridge Agency MBS Fund International LP (Georgetown, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2020; $425.9M reported sold to 178 investors), REAL ESTATE OPPORTUNITY CAPITAL FUND, LP (Murray, UT — pooled investment fund — 2009–2011; $124.2M reported sold to 82 investors), Bridge Workforce & Affordable Housing Fund II LP (Sandy, UT — pooled investment fund — 2020; $87.7M reported sold to 25 investors) and 62 more (all listed below).

What this means That is a lot of deals — 67 separate companies raised money with this person listed as executive officer and director, over about 12 years. Across those companies the filings report $2.1B sold in total.

Listed alongside ROC Debt Strategies Fund II GP (9 shared filings, management entity), Donaldson Hartman (8 shared filings), Bridge MF&CO Fund III GP LLC (6 shared filings, management entity), Bridge Seniors Housing & Medical Properties Fund II GP LLC (6 shared filings, management entity), Danuel Stanger (6 shared filings) and 44 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: Bridge (55 issuers, $1.43B reported sold, 2010–2020) and Bridge (86 issuers, $12.65B reported sold, 2009–2026).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 108 public filings for John Samuel Pennington and found 7 differences, 3 worth asking the sponsor about: 6 filings report more than 10% of the money raised going to insiders; John Samuel Pennington appears on 43 deals that stopped filing before reaching their target; 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 Samuel Pennington has not run yet — it is joining a line of 60,729 names; searches run around the clock at the hosts' allowed rate. Searched so far: 703 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:18 AM ET.

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

2. Regulatory actions

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

What was searched

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

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

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

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, 2:18 AM ET.

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

4. Differences between public sources

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

7 differences found between the filings for John Samuel Pennington — 3 worth asking about (compared the newest 50 of 108 filings on Oct 24, 2026; older filings not covered)

Worth asking · Feb 22, 2017 – Nov 24, 2020

6 filings report more than 10% of the money raised going to insiders

171% of the money raised went to insiders — Bridge Seniors Housing Fund III International-A LP · 247% of the money raised went to insiders — Bridge Seniors Housing Fund III LP · 923% of the money raised went to insiders — Bridge Workforce & Affordable Housing Fund II-R LP · 34% of the money raised went to insiders — Bridge Workforce & Affordable Housing Fund II LP · 360% of the money raised went to insiders — Bridge Seniors Housing & Medical Properties Fund-B LP · and 1 more

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

Sources
Worth asking · Feb 22, 2017 – Aug 23, 2022

John Samuel Pennington appears on 43 deals that stopped filing before reaching their target

Bridge Seniors Housing Fund III LP (last filing Aug 23, 2022; $24,250,000 sold of $1,000,000,000); Bridge Seniors Housing Fund III International-A LP (last filing Aug 23, 2022; $1,750,000 sold of $1,000,000,000); BlackArch Debt Opportunity Fund LP (last filing Dec 20, 2021; $0 sold of $20,000,000); BDS IV REIT, Inc (last filing Dec 11, 2020; $0 sold of $125,000); BOF II REIT, Inc (last filing Dec 11, 2020; $0 sold of $125,000); Bridge Workforce & Affordable Housing Fund II LP (last filing Aug 28, 2020; $87,650,000 sold of $1,500,000,000); and 37 more. Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Note · Oct 10, 2014 – Aug 28, 2020

6 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Bridge Workforce & Affordable Housing Fund II-R LP (latest filing Aug 28, 2020) · No amendment in the last 12 months on an offering that may still be open — Bridge Workforce & Affordable Housing Fund II LP (latest filing Aug 28, 2020) · No amendment in the last 12 months on an offering that may still be open — Bridge Multifamily & Commercial Office Fund III International-A LP (latest filing Jun 5, 2018) · No amendment in the last 12 months on an offering that may still be open — Bridge Debt Strategies Fund II International LP (latest filing Feb 22, 2017) · No amendment in the last 12 months on an offering that may still be open — Bridge Multifamily & Commercial Office Fund III International Master LP (latest filing Feb 22, 2017) · and 1 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Worth asking · Jun 5, 2020 – Feb 14, 2024

5 people are no longer listed on a later amendment

John Samuel Pennington is no longer listed on the Feb 14, 2024 amendment — Bridge Agency MBS Fund International LP · John Samuel Pennington is no longer listed on the Feb 14, 2024 amendment — Bridge Agency MBS Fund LP · John Samuel Pennington is no longer listed on the Aug 23, 2022 amendment — Bridge Seniors Housing Fund III International-A LP · John Samuel Pennington is no longer listed on the Aug 23, 2022 amendment — Bridge Seniors Housing Fund III LP · John Samuel Pennington is no longer listed on the Dec 20, 2021 amendment — BlackArch Debt Opportunity Fund LP

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Sources
Note · Nov 13, 2014 – Jun 21, 2021

John Samuel Pennington is written 3 different ways on the filings

listed as "John Pennington" on 4 filings (from Nov 13, 2014), and "John Samuel Pennington" on 59 filings (from May 3, 2016), and "John Stephen Pennington" on the Jun 21, 2021 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Apr 6, 2015

Same name, different state: "John Pennington" (TX) is a separate record

This page covers filings where the address state is UT. A separate record, "John Pennington" with address state TX, is listed on 1 filing — most recently by South First Pizzeria Group LLC (Apr 6, 2015). Both records have filings in the same period (Apr 6, 2015).

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.

Sources
Note · Nov 13, 2014 – Dec 20, 2021

10 address changes between filings

Address moved from South Jordan, UT to Kaysville, UT — BlackArch Debt Opportunity Fund LP · Address moved from Salt Lake City, UT to Sandy, UT — Bridge Office Fund-A LP · Address moved from Salt Lake City, UT to Sandy, UT — Bridge Multifamily & Commercial Office Fund III-A LP · Address moved from Salt Lake City, UT to Sandy, UT — BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND II LP · Address moved from Salt Lake City, UT to Sandy, UT — BRIDGE DEBT STRATEGIES FUND-A LP · and 5 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

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 108 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

15 of 68 offerings report sales commissions totalling $40,267,200; 0 report finder's fees; 59 report proceeds to related persons totalling $1,471,352,038. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 21, 2021 D
BlackArch Debt Opportunity Fund LP
File 021-403426
$0 (est.)$0 (est.)$200,000 (est.)
The General Partner will receive a management fee on the original capital commitments. The above gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Dec 11, 2020 D
BDS IV REIT, Inc
File 021-382981
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 11, 2020 D
BOF II REIT, Inc
File 021-382984
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 24, 2020 D
Bridge Seniors Housing Fund III LP
File 021-381456
$0 (est.)$0 (est.)$60,000,000 (est.)
The General Partner will receive a management fee of 1.5% to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Nov 24, 2020 D
Bridge Seniors Housing Fund III International-A LP
File 021-381461
$0 (est.)$0 (est.)$3,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Aug 28, 2020 D
Bridge Workforce & Affordable Housing Fund II LP
File 021-374383
$0 (est.)$0 (est.)$30,000,000 (est.)
The General Partner will receive a management fee of 1.5% to 2.5% per annum on the original capital commitments, and thereafter based on capital contributions made in respect of assets then held by the Partnership. Above proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Aug 28, 2020 D
Bridge Workforce & Affordable Housing Fund II-R LP
File 021-374386
$0 (est.)$0 (est.)$30,000,000 (est.)
The General Partner will receive a management fee of 1.5% to 2.5% per annum on the original capital commitments, and thereafter based on capital contributions made in respect of assets then held by the Partnership. Above proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Jun 5, 2020 D
Bridge Agency MBS Fund LP
File 021-368384
$0 (est.)$0 (est.)$5,000,000 (est.)
The General Partner will receive a management fee of 0.75% to 1.5% per annum on the capital commitments. The above gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Jun 5, 2020 D
Bridge Agency MBS Fund International LP
File 021-368390
$0$0$5,000,000 (est.)
The General Partner will receive a management fee of 0.75% to 1.5% per annum on the capital commitments. The above gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
May 29, 2020 D
Bridge Opportunity Zone Fund III LP
File 021-367979
$0 (est.)$0 (est.)$15,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2% per annum on the original capital commitments, and thereafter, 1.25% to 2% per annum of capital contributions allocable to unsold investments. The above gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Mar 23, 2020 D
Bridge Office Fund II International Master LP
File 021-363407
$0 (est.)$0 (est.)$20,000,000 (est.)
General Partner will receive a management fee of 1.25% - 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period and on capital under management thereafter. The above gross proceeds estimate is per annum
None listed on this filingEDGAR ↗
Oct 21, 2019 D
Bridge Opportunity Zone Fund II-A LP
File 021-351502
$0$0$10,000,000 (est.)
The General Partner will receive a management fee of 1.5% to 2% per annum on the original capital commitments, and thereafter, 1.5% to 2% per annum of capital contributions allocable to unsold investments. The above gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Oct 21, 2019 D
Bridge Office Fund II LP
File 021-351511
$0 (est.)$0 (est.)$20,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period and on capital under management thereafter. The gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Oct 21, 2019 D
Bridge Office Fund II-A LP
File 021-351516
$0 (est.)$0 (est.)$20,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period and on capital under management thereafter. The gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Oct 21, 2019 D
Bridge Office Fund II International-A LP
File 021-351519
$0 (est.)$0 (est.)$20,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period and on capital under management thereafter. The gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Sep 10, 2019 D/A
Bridge Workforce & Affordable Housing Fund LP
File 021-290008
$0 (est.)$0 (est.)$45,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Jan 22, 2019 D/A
Bridge Opportunity Zone Fund I-A LP
File 021-328838
$0 (est.)$0 (est.)$20,000,000 (est.)
The General Partner will receive a management fee of 2% per annum on the original capital commitments, and thereafter, 2% per annum of capital contributions allocable to unsold investments. The above gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Jan 22, 2019 D
BMF IV REIT, Inc.
File 021-330983
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 14, 2018 D
Bridge Workforce & Affordable Housing Fund REIT 2, Inc.
File 021-327942
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 14, 2018 D
BDS III REIT, Inc.
File 021-327943
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jun 5, 2018 D/A
Bridge Multifamily & Commercial Office Fund III International-A LP
File 021-263132
$411,200 (est.)$0 (est.)$822,400 (est.)
The General Partner will receive a management fee of 2% per annum.
Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
May 4, 2018 D
Bridge Multifamily Fund IV-A LP
File 021-311703
$0 (est.)$0 (est.)$60,000,000 (est.)
The Investment Manager will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Mar 13, 2018 D/A
Bridge Office Fund-A LP
File 021-281864
$0 (est.)$0 (est.)$10,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Mar 13, 2018 D
Bridge Workforce & Affordable Housing Fund-R LP
File 021-307552
$0 (est.)$0 (est.)$45,000,000 (est.)
The Investment Manager will receive a management fee of 1.5% per annum of such Limited Partner's capital commitment and contributions.
None listed on this filingEDGAR ↗
Mar 13, 2018 D
Bridge Workforce & Affordable Housing Fund-R2 LP
File 021-307555
$0 (est.)$0 (est.)$45,000,000 (est.)
The Investment Manager will receive a management fee of 2.0% per annum of such Limited Partner's capital commitment and contributions.
None listed on this filingEDGAR ↗
Feb 23, 2018 D
Bridge Multifamily Fund IV LP
File 021-306289
$0 (est.)$0 (est.)$60,000,000 (est.)
The Investment Manager will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 23, 2018 D
Bridge Multifamily Fund IV International-A LP
File 021-306290
$0 (est.)$0 (est.)$60,000,000 (est.)
The Investment Manager will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 23, 2018 D
Bridge Debt Strategies Fund III International Master LP
File 021-306291
$0 (est.)$0 (est.)$90,000,000 (est.)
The Investment Manager will receive a management fee of 0.85% to 1.75% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 23, 2018 D
Bridge Multifamily Fund IV International Master LP
File 021-306292
$0 (est.)$0 (est.)$60,000,000 (est.)
The Investment Manager will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 23, 2018 D
Bridge Debt Strategies Fund III LP
File 021-306293
$0 (est.)$0 (est.)$90,000,000 (est.)
The Investment Manager will receive a management fee of 0.85% to 1.75% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 23, 2018 D
Bridge Debt Strategies Fund III International LP
File 021-306294
$0 (est.)$0 (est.)$90,000,000 (est.)
The Investment Manager will receive a management fee of 0.85% to 1.75% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Jan 29, 2018 D/A
BRIDGE DEBT STRATEGIES FUND-A LP
File 021-229796
$0 (est.)$0 (est.)$7,500,000 (est.)
The GP will receive a management fee of 1.25% to 1.5% per annum, based on subscribers commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Jan 29, 2018 D/A
Bridge Multifamily & Commercial Office Fund III-A LP
File 021-229793
$0 (est.)$0 (est.)$33,750,000 (est.)
Investment mgmt fee of 2.5%/yr on commitments less then $1M; 2%/yr for commitments of $1M-$10M; and 1.5%/yr for commitments more than $10M, based on total capital commitments during the commitment period (3 yrs) on capital under management thereafter
None listed on this filingEDGAR ↗
Jan 29, 2018 D/A
BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND II LP
File 021-269385
$0 (est.)$0 (est.)$45,000,000 (est.)
The General Partner will receive a management fee of 1.5% to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Jan 16, 2018 D/A
BRIDGE DEBT STRATEGIES FUND II LP
File 021-262485
$0 (est.)$0 (est.)$7,500,000 (est.)
The General Partner will receive a management fee of 1.25% to 1.5% per annum, based on subscribers commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Jul 5, 2017 D
Bridge Seniors Housing Co-Investment Fund II Feeder LP
File 021-290010
$0 (est.)$0 (est.)$4,500,000 (est.)
The General Partner will receive a management fee of 1.0% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (up to 3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Apr 13, 2017 D
Bridge Seniors Housing & Medical Properties Fund II International-A LP
File 021-284660
$0 (est.)$0 (est.)$45,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Apr 5, 2017 D
Bridge Seniors Housing & Medical Properties Co-Investment Fund II LP
File 021-284157
$0 (est.)$0 (est.)$6,000,000 (est.)
The General Partner will receive a management fee of 1.0% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (4 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Mar 6, 2017 D
Bridge Office Fund International-A LP
File 021-281862
$0 (est.)$0 (est.)$10,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Mar 6, 2017 D
Bridge Office Fund International Master LP
File 021-281863
$0 (est.)$0 (est.)$10,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Mar 6, 2017 D
Bridge Office Fund LP
File 021-281865
$0 (est.)$0 (est.)$10,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 22, 2017 D/A
Bridge Multifamily & Commercial Office Fund II LP
File 021-170539
$1,680,625 (est.)$0 (est.)$29,000,000 (est.)
The Investment Manager will receive a management fee of 2% per annum based on total Capital Commitments during the commitment period (3 yrs from initial closing) and on Capital Under Management thereafter.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Feb 22, 2017 D/A
Bridge Multifamily & Commercial Office Fund II-A LP
File 021-173363
$0 (est.)$0 (est.)$937,500 (est.)
The investment manager will receive a management fee of 2.5% per annum based on total capital commitment during the commitment period (3 yrs from initial closing) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 22, 2017 D/A
Bridge Multifamily & Commercial Office Fund II-B LP
File 021-187916
$3,000,000 (est.)$0 (est.)$7,500,000 (est.)
THE INVESTMENT MANAGER WILL RECEIVE A MGMT FEE OF 2% PER ANNUM FOR LP'S COMMITTING LESS THAN $10M AND 1.5% PER ANNUM FOR LP'S COMMITTING $10M OR MORE, BASED ON TOTAL CAPITAL COMMITMENTS DURING COMMITMENT PERIOD AND ON CAPITAL UNDER MANAGEMENT THEREAFTER.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Feb 22, 2017 D/A
Bridge Multifamily & Commercial Office Fund II International Master LP
File 021-192308
$0 (est.)$0 (est.)$7,500,000 (est.)
THE INVESTMENT MGR WILL RECEIVE A MANAGEMENT FEE OF 1-1/2% TO 2% PER ANNUM BASED ON TOTAL CAPITAL COMMITMENTS DURING THE COMMITMENT PERIOD (3YRS FROM INITIAL CLOSING) AND ON CAPITAL UNDER MANAGEMENT THEREAFTER
None listed on this filingEDGAR ↗
Feb 22, 2017 D/A
Bridge Seniors Housing & Medical Properties Fund International Master LP
File 021-212625
$0 (est.)$0 (est.)$300,000 (est.)None listed on this filingEDGAR ↗
Feb 22, 2017 D/A
Bridge Seniors Housing & Medical Properties Co-Investment Fund LP
File 021-228250
$0 (est.)$0 (est.)$7,500,000 (est.)
GP will receive a mgmt fee of 1.25% per annum based on assumed capital commitment of $150M during the commitment period (4 yrs) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 22, 2017 D/A
Bridge Seniors Housing & Medical Properties Fund-B LP
File 021-228257
$0 (est.)$0 (est.)$36,000,000 (est.)
The GP will receive a mgmt fee estimated average of 2.0% per annum based on assumed capital commitment of $450M during the commitment period (4 yrs) and on capital under management thereafter
None listed on this filingEDGAR ↗
Feb 22, 2017 D/A
Bridge Multifamily & Commercial Office Fund III LP
File 021-229794
$0 (est.)$0 (est.)$33,750,000 (est.)
Investment mgmt fee of 2.5%/yr on commitments less then $1M; 2%/yr for commitments of $1M-$10M; and $1.5%/yr for commitments more than $10M, based on total capital commitments during the commitment period (3 yrs); on capital under management thereafter
None listed on this filingEDGAR ↗
Feb 22, 2017 D/A
Bridge Seniors Housing & Medical Properties Fund LP
File 021-204047
$12,105,375 (est.)$0 (est.)$59,000,000 (est.)
The Investment Manager will receive a mgmt fee of 2% per annum based on the total Capital Commitments during the commitment period (4 yrs from initial closing) and on Capital under management thereafter.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
EATON PARTNERS, LLC BrokerCheck CRD 31170 ↗
EDGAR ↗
Feb 22, 2017 D/A
Bridge Multifamily & Commercial Office Fund III International Master LP
File 021-263133
$0 (est.)$0 (est.)$1,357,720 (est.)
The General Partner will receive a management fee of 2% per annum.
None listed on this filingEDGAR ↗
Feb 22, 2017 D/A
Bridge Debt Strategies Fund II International LP
File 021-267723
$0 (est.)$0 (est.)$7,500,000 (est.)
The General Partner will receive a management fee of 1.25% to 1.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 22, 2017 D/A
Bridge Seniors Housing & Medical Properties Fund-A LP
File 021-207271
$20,000,000 (est.)$0 (est.)$9,000,000 (est.)
Est based on 2% of capital commitment during commitment period assuming $450M raised in offering. The GP is also entitled to receive a 20% carried interest on the profits over the term of the fund, a period of 10 yrs.
None no CRD number reportedEDGAR ↗
Feb 3, 2017 D/A
BRIDGE DEBT STRATEGIES FUND LP
File 021-216966
$0 (est.)$0 (est.)$7,500,000 (est.)
The General Partner will receive a management fee of 1.25% to 1.5% per annum, based on subscribers commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Feb 3, 2017 D/A
Bridge Debt Strategies Fund II-A LP
File 021-264582
$0 (est.)$0 (est.)$7,500,000 (est.)None listed on this filingEDGAR ↗
Feb 3, 2017 D/A
Bridge Debt Strategies Fund II International Master LP
File 021-270626
$0 (est.)$0 (est.)$7,500,000 (est.)
The General Partner will receive a management fee of 1.25% to 1.5% per annum, based on subscribers commitment.
None listed on this filingEDGAR ↗
Feb 3, 2017 D
Bridge Seniors Housing & Medical Properties Fund II International Master LP
File 021-279963
$0 (est.)$0 (est.)$45,000,000
The General Partner will receive a management fee of 2.0% per annum.
None listed on this filingEDGAR ↗
Feb 2, 2017 D/A
BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND II-A LP
File 021-269386
$0 (est.)$0 (est.)$45,000,000 (est.)
The General Partner will receive a management fee of 1.5% to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period(3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Jan 10, 2017 D
ROC Debt Strategies Fund II REIT-PE, Inc.
File 021-278040
$6,250 (est.)$0 (est.)$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 10, 2017 D
ROC Debt Strategies Fund II REIT, Inc.
File 021-278041
$6,250 (est.)$0 (est.)$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Sep 14, 2016 D
RDS II Black Bridge LP
File 021-270627
$0 (est.)$0 (est.)$7,500,000 (est.)
The General Partner will receive a management fee of .75% to 1.25% per annum, based on subscribers commitment.
None listed on this filingEDGAR ↗
Sep 14, 2016 D
RDS II Blue Bridge LP
File 021-270628
$0 (est.)$0 (est.)$7,500,000 (est.)
The General Partner will receive a management fee of .75% to 1.25% per annum, based on subscribers commitment.
None listed on this filingEDGAR ↗
Sep 14, 2016 D
RDS HHC LP
File 021-270629
$0 (est.)$0 (est.)$7,500,000 (est.)
The General Partner will receive a management fee of .75% to 1.25% per annum, based on subscribers commitment.
None listed on this filingEDGAR ↗
Feb 4, 2015 D
ROC Debt Strategies Fund REIT LLC
File 021-233416
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗EDGAR ↗
Dec 10, 2014 D
Bridge Multifamily & Commercial Office Fund III International Master LP
File 021-229795
$0 (est.)$0 (est.)$33,750,000
Investment mgmt fee of 2.5%/yr for commitments less than $1M; 2%/yr; 2%/yr for commitments of $1M-$10M; and 1.5%/yr for commitments more than $10M, based on total capital commitments during the commitment period (3 yrs); on capital under mgmt thereafter
None listed on this filingEDGAR ↗
Feb 13, 2013 D/A
ROC (AIV) FUND II, LP
File 021-189798
$3,000,000 (est.)$0 (est.)$7,500,000 (est.)
THE INVESTMENT MGR WILL RECEIVE A MANAGEMENT FEE OF 2% PER ANNUM BASED ON TOTAL CAPITAL COMMITMENTS DURING THE COMMITMENT PERIOD (3YRS FROM INITIAL CLOSING) AND ON CAPITAL UNDER MANAGEMENT THEREAFTER
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Sep 29, 2011 D/A
REAL ESTATE OPPORTUNITY CAPITAL FUND, LP
File 021-122656
$20,000$0$2,484,418 (est.)
"The Issuer (""LP"") will pay an annual management fee to the General Partner (""GP"")= 2% of the greater of (i) capital committed to the LP by the ltd partners, or (ii) net asset value of the LP. Funds will be used in part to compensate persons in #3."
ARI Financial Services, Inc. BrokerCheck CRD 137608 ↗
via ARI Financial Services, Inc. (CRD 137608 ↗)
EDGAR ↗
May 24, 2010 D
ROC International Fund LP
File 021-142475
$0$0$0
The GP will use a portion of its 2% management fee to pay staff and managers, but to date nothing has been called for or paid out from proceeds of this closing
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 67

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

Pooled Investment Fund

BlackArch Debt Opportunity Fund LP

Kaysville, UT · Jun 21, 2021
  • Jun 21, 2021 · D · $0 sold of $20,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Chief Legal Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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(c) (8,096 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.

REITS and Finance · group: Bridge

BOF II REIT, Inc

Sandy, UT · Dec 11, 2020
  • Dec 11, 2020 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

REITS and Finance · group: Bridge

BDS IV REIT, Inc

Sandy, UT · Dec 11, 2020
  • Dec 11, 2020 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing Fund III International-A LP

Sandy, UT · Nov 24, 2020
  • Nov 24, 2020 · D · $1,750,000 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

Raised $1.75M (0% of the $1B target) as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing Fund III LP

Sandy, UT · Nov 24, 2020
  • Nov 24, 2020 · D · $24,250,000 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

Raised $24.3M (2% of the $1B target) as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund II-R LP

Sandy, UT · Aug 28, 2020
  • Aug 28, 2020 · D · $3,250,000 sold of $1,500,000,000 · 5 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

Raised $3.25M from 5 investors (0% of the $1.5B target) as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund II LP

Sandy, UT · Aug 28, 2020
  • Aug 28, 2020 · D · $87,650,000 sold of $1,500,000,000 · 25 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

Raised $87.7M from 25 investors (6% of the $1.5B target) as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Agency MBS Fund International LP

Georgetown, Grand Cayman, Cayman Islands (as filed: E9) · Jun 5, 2020
  • Jun 5, 2020 · D · $59,100,000 sold of Indefinite · 19 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

Raised $425.9M from 178 investors as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Agency MBS Fund LP

Sandy, UT · Jun 5, 2020
  • Jun 5, 2020 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

Raised $5.13M from 9 investors as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Opportunity Zone Fund III LP

Sandy, UT · May 29, 2020
  • May 29, 2020 · D · $0 sold of $1,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Office Fund II International Master LP

Sandy, UT · Mar 23, 2020
  • Mar 23, 2020 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Office Fund II International-A LP

Sandy, UT · Oct 21, 2019
  • Oct 21, 2019 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Office Fund II-A LP

Sandy, UT · Oct 21, 2019
  • Oct 21, 2019 · D · $0 sold of $1,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Office Fund II LP

Sandy, UT · Oct 21, 2019
  • Oct 21, 2019 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Opportunity Zone Fund II-A LP

Sandy, UT · Oct 21, 2019
  • Oct 21, 2019 · D · $0 sold of $500,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund LP

Sandy, UT · Jul 5, 2017 → Sep 10, 2019 · 2 filings
  • Sep 10, 2019 · D/A · $0 sold of $750,000,000 · 0 investors · min. $10,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗
  • Jul 5, 2017 · D · $0 sold of $750,000,000 · 0 investors · min. $10,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Opportunity Zone Fund I-A LP

Sandy, UT · Dec 24, 2018 → Jan 22, 2019 · 2 filings
  • Jan 22, 2019 · D/A · $0 sold of $1,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Dec 24, 2018 · D · $0 sold of $1,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

REITS and Finance · group: Bridge

BMF IV REIT, Inc.

Sandy, UT · Jan 22, 2019
  • Jan 22, 2019 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

REITS and Finance · group: Bridge

Bridge Workforce & Affordable Housing Fund REIT 2, Inc.

Sandy, UT · Dec 14, 2018
  • Dec 14, 2018 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

REITS and Finance · group: Bridge

BDS III REIT, Inc.

Sandy, UT · Dec 14, 2018
  • Dec 14, 2018 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund III International-A LP

Salt Lake City, UT · May 13, 2016 → Jun 5, 2018 · 3 filings
  • Jun 5, 2018 · D/A · $20,560,000 sold of $750,000,000 · 45 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Jun 22, 2017 · D/A · $20,560,000 sold of $750,000,000 · 45 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • May 13, 2016 · D · $20,560,000 sold of $750,000,000 · 45 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

Raised $20.6M from 45 investors (3% of the $750M target) as of the latest filing. John is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily Fund IV-A LP

Sandy, UT · May 4, 2018
  • May 4, 2018 · D · $0 sold of $1,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Office Fund-A LP

Sandy, UT · Mar 6, 2017 → Mar 13, 2018 · 2 filings
  • Mar 13, 2018 · D/A · $0 sold of $500,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗
  • Mar 6, 2017 · D · $0 sold of $500,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund-R2 LP

Sandy, UT · Mar 13, 2018
  • Mar 13, 2018 · D · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund-R LP

Sandy, UT · Mar 13, 2018
  • Mar 13, 2018 · D · $0 sold of $750,000,000 · 0 investors · min. $10,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Debt Strategies Fund III International LP

Sandy, UT · Feb 23, 2018
  • Feb 23, 2018 · D · $0 sold of $1,500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Debt Strategies Fund III LP

Sandy, UT · Feb 23, 2018
  • Feb 23, 2018 · D · $0 sold of $1,500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily Fund IV International Master LP

Sandy, UT · Feb 23, 2018
  • Feb 23, 2018 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Debt Strategies Fund III International Master LP

Sandy, UT · Feb 23, 2018
  • Feb 23, 2018 · D · $0 sold of $1,500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily Fund IV International-A LP

Sandy, UT · Feb 23, 2018
  • Feb 23, 2018 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily Fund IV LP

Sandy, UT · Feb 23, 2018
  • Feb 23, 2018 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND II LP

Sandy, UT · Aug 23, 2016 → Jan 29, 2018 · 3 filings
  • Jan 29, 2018 · D/A · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Feb 2, 2017 · D/A · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Aug 23, 2016 · D · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

BRIDGE DEBT STRATEGIES FUND-A LP

Sandy, UT · Dec 10, 2014 → Jan 29, 2018 · 3 filings
  • Jan 29, 2018 · D/A · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER/PRINCIPAL) EDGAR ↗
  • Feb 3, 2017 · D/A · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER/PRINCIPAL) EDGAR ↗
  • Dec 10, 2014 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund III-A LP

Sandy, UT · Dec 10, 2014 → Jan 29, 2018 · 3 filings
  • Jan 29, 2018 · D/A · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER/PRINCIPAL) EDGAR ↗
  • Feb 22, 2017 · D/A · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER/PRINCIPAL) EDGAR ↗
  • Dec 10, 2014 · D · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

BRIDGE DEBT STRATEGIES FUND II LP

Sandy, UT · May 3, 2016 → Jan 16, 2018 · 3 filings
  • Jan 16, 2018 · D/A · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗
  • Feb 3, 2017 · D/A · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗
  • May 3, 2016 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing Co-Investment Fund II Feeder LP

Sandy, UT · Jul 5, 2017
  • Jul 5, 2017 · D · $0 sold of $150,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing & Medical Properties Fund II International-A LP

Salt Lake City, UT · Apr 13, 2017
  • Apr 13, 2017 · D · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing & Medical Properties Co-Investment Fund II LP

Salt Lake City, UT · Apr 5, 2017
  • Apr 5, 2017 · D · $0 sold of $150,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Office Fund LP

Salt Lake City, UT · Mar 6, 2017
  • Mar 6, 2017 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Office Fund International Master LP

Salt Lake City, UT · Mar 6, 2017
  • Mar 6, 2017 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Office Fund International-A LP

Salt Lake City, UT · Mar 6, 2017
  • Mar 6, 2017 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Debt Strategies Fund II International LP

Salt Lake City, UT · Jul 26, 2016 → Feb 22, 2017 · 4 filings
  • Feb 22, 2017 · D/A · $55,000,000 sold of $500,000,000 · 30 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗
  • Dec 7, 2016 · D/A · $55,000,000 sold of $500,000,000 · 30 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗
  • Sep 27, 2016 · D/A · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗
  • Jul 26, 2016 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

Raised $55M from 30 investors (11% of the $500M target) as of the latest filing. John is listed as executive officer on 4 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund III International Master LP

Salt Lake City, UT · Dec 10, 2014 → Feb 22, 2017 · 3 filings
  • Feb 22, 2017 · D/A · $67,886,000 sold of $750,000,000 · 3 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • May 13, 2016 · D · $67,886,000 sold of $750,000,000 · 3 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Dec 10, 2014 · D · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $67.9M from 3 investors (9% of the $750M target) as of the latest filing. John is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund III LP

Salt Lake City, UT · Dec 10, 2014 → Feb 22, 2017 · 2 filings
  • Feb 22, 2017 · D/A · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Dec 10, 2014 · D · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing & Medical Properties Fund-B LP

Salt Lake City, UT · Nov 13, 2014 → Feb 22, 2017 · 2 filings
  • Feb 22, 2017 · D/A · $10,000,000 sold of $450,000,000 · 1 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER/PRINCIPAL) EDGAR ↗
  • Nov 13, 2014 · D · $10,000,000 sold of $450,000,000 · 1 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER) EDGAR ↗

Raised $10M from 1 investor (2% of the $450M target) as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing & Medical Properties Co-Investment Fund LP

Salt Lake City, UT · Nov 13, 2014 → Feb 22, 2017 · 2 filings
  • Feb 22, 2017 · D/A · $77,040,000 sold of $150,000,000 · 1 investors · min. $50,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER/PRINCIPAL) EDGAR ↗
  • Nov 13, 2014 · D · $77,040,000 sold of $150,000,000 · 1 investors · min. $50,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER) EDGAR ↗

Raised $77M from 1 investor (51% of the $150M target) as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing & Medical Properties Fund International Master LP

Salt Lake City, UT · Feb 27, 2014 → Feb 22, 2017 · 2 filings
  • Feb 22, 2017 · D/A · $8,350,000 sold of $650,000,000 · 3 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Feb 27, 2014 · D · $8,350,000 sold of $650,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $8.35M from 3 investors (1% of the $650M target) as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing & Medical Properties Fund-A LP

Salt Lake City, UT · Feb 22, 2017
  • Feb 22, 2017 · D/A · $0 sold of $450,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing & Medical Properties Fund LP

Salt Lake City, UT · Aug 17, 2015 → Feb 22, 2017 · 2 filings
  • Feb 22, 2017 · D/A · $578,376,500 sold of $578,376,500 · 517 investors · min. $100,000 · role: Executive Officer, Director (Chief Compliance Officer/Principal) EDGAR ↗
  • Aug 17, 2015 · D/A · $578,376,500 sold of $578,376,500 · 517 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $578.4M from 517 investors (100% of the $578.4M target) as of the latest filing. John is listed as executive officer, director on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund II International Master LP

Salt Lake City, UT · Feb 25, 2013 → Feb 22, 2017 · 2 filings
  • Feb 22, 2017 · D/A · $0 sold of $375,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer, Director (CHIEF COMPLIANCE OFFICER/PRINCIPAL) EDGAR ↗
  • Feb 25, 2013 · D · $0 sold of $375,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, director on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund II-B LP

Salt Lake City, UT · Dec 5, 2012 → Feb 22, 2017 · 3 filings
  • Feb 22, 2017 · D/A · $2,010,000 sold of $375,000,000 · 3 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗
  • Feb 13, 2013 · D/A · $2,010,000 sold of $375,000,000 · 3 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗
  • Dec 5, 2012 · D · $0 sold of $375,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗

Raised $2.01M from 3 investors (1% of the $375M target) as of the latest filing. John is listed as executive officer, director on 3 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund II-A LP

Salt Lake City, UT · Feb 13, 2012 → Feb 22, 2017 · 4 filings
  • Feb 22, 2017 · D/A · $6,821,500 sold of $375,000,000 · 32 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Feb 13, 2013 · D/A · $6,821,500 sold of $375,000,000 · 32 investors · min. $250,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗
  • Mar 2, 2012 · D/A · $0 sold of $375,000,000 · 0 investors · min. $250,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗
  • Feb 13, 2012 · D · $0 sold of $375,000,000 · 0 investors · min. $250,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗

Raised $6.82M from 32 investors (2% of the $375M target) as of the latest filing. John is listed as executive officer, director on 4 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund II LP

Salt Lake City, UT · Dec 22, 2011 → Feb 22, 2017 · 5 filings
  • Feb 22, 2017 · D/A · $595,529,309 sold of $595,529,309 · 342 investors · min. $1,000,000 · role: Executive Officer, Director (CHIEF COMPLIANCE OFFICER/PRINCIPAL) EDGAR ↗
  • Nov 15, 2013 · D/A · $595,529,309 sold of $595,529,309 · 342 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗
  • Feb 13, 2013 · D/A · $185,932,500 sold of $375,000,000 · 176 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗
  • Mar 2, 2012 · D/A · $0 sold of $375,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗
  • Dec 22, 2011 · D · $0 sold of $375,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗

Raised $595.5M from 342 investors (100% of the $595.5M target) as of the latest filing. John is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Debt Strategies Fund II International Master LP

Salt Lake City, UT · Sep 14, 2016 → Feb 3, 2017 · 2 filings
  • Feb 3, 2017 · D/A · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Sep 14, 2016 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Debt Strategies Fund II-A LP

Salt Lake City, UT · Jun 8, 2016 → Feb 3, 2017 · 2 filings
  • Feb 3, 2017 · D/A · $0 sold of $500,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗
  • Jun 8, 2016 · D · $0 sold of $500,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

BRIDGE DEBT STRATEGIES FUND LP

Salt Lake City, UT · May 7, 2014 → Feb 3, 2017 · 3 filings
  • Feb 3, 2017 · D/A · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER/PRINCIPAL) EDGAR ↗
  • Oct 16, 2014 · D/A · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER) EDGAR ↗
  • May 7, 2014 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (CHIEF COMPLIANCE OFFICER) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

Bridge Seniors Housing & Medical Properties Fund II International Master LP

Salt Lake City, UT · Feb 3, 2017
  • Feb 3, 2017 · D · $0 sold of $750,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer/Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND II-A LP

Salt Lake City, UT · Aug 23, 2016 → Feb 2, 2017 · 2 filings
  • Feb 2, 2017 · D/A · $0 sold of $750,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗
  • Aug 23, 2016 · D · $0 sold of $750,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 2 filings for this deal.

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.

REITS and Finance · group: Bridge

ROC Debt Strategies Fund II REIT, Inc.

Salt Lake City, UT · Jan 10, 2017
  • Jan 10, 2017 · 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.

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.

REITS and Finance · group: Bridge

ROC Debt Strategies Fund II REIT-PE, Inc.

Salt Lake City, UT · Jan 10, 2017
  • Jan 10, 2017 · 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.

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.

Pooled Investment Fund · group: Bridge

RDS HHC LP

Salt Lake City, UT · Sep 14, 2016
  • Sep 14, 2016 · D · $0 sold of $500,000,000 · 0 investors · min. $25,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

RDS II Blue Bridge LP

Salt Lake City, UT · Sep 14, 2016
  • Sep 14, 2016 · D · $0 sold of $500,000,000 · 0 investors · min. $25,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

Pooled Investment Fund · group: Bridge

RDS II Black Bridge LP

Salt Lake City, UT · Sep 14, 2016
  • Sep 14, 2016 · D · $0 sold of $500,000,000 · 0 investors · min. $25,000,000 · role: Executive Officer (Chief Compliance Officer / Principal) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

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.

REITS and Finance · group: Bridge

ROC Debt Strategies Fund REIT LLC

Murray, UT · Feb 4, 2015
  • Feb 4, 2015 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

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

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.

Pooled Investment Fund · group: Bridge

ROC (AIV) FUND II, LP

Salt Lake City, UT · Jan 9, 2013 → Feb 13, 2013 · 2 filings
  • Feb 13, 2013 · D/A · $1,400,000 sold of $375,000,000 · 4 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗
  • Jan 9, 2013 · D · $1,400,000 sold of $375,000,000 · 4 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗

Raised $1.4M from 4 investors (0% of the $375M target) as of the latest filing. John is listed as executive officer, director on 2 filings for this deal.

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.

Pooled Investment Fund

REAL ESTATE OPPORTUNITY CAPITAL FUND, LP

Murray, UT · Jun 18, 2009 → Sep 29, 2011 · 3 filings
  • Sep 29, 2011 · D/A · $124,220,945 sold of $500,000,000 · 82 investors · min. $100,000 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • May 24, 2010 · D/A · $41,690,946 sold of $500,000,000 · 36 investors · min. $100,000 · role: Executive Officer (Manager of the GP of the Issuer.) EDGAR ↗
  • Jun 18, 2009 · D · $16,028,245 sold of $500,000,000 · 11 investors · min. $160,000 · role: Executive Officer (Chief Operating Officer) EDGAR ↗

Raised $124.2M from 82 investors (25% of the $500M target) as of the latest filing. John is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Bridge

ROC International Fund LP

Murray, UT · May 24, 2010
  • May 24, 2010 · D · $5,000,000 sold of $500,000,000 · 6 investors · min. $250,000 · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗

Raised $5M from 6 investors (1% of the $500M target) as of the latest filing. John is listed as executive officer.

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 (1)

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

  • John Pennington — TX, 1 issuer, Apr 6, 2015 → Apr 6, 2015 · 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.

Management entity

ROC Debt Strategies Fund II GP

Promoter · 9 shared filings (7 issuers)

ROC Debt Strategies Fund II GP is on 7 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

ROC FUND II GP, LLC

Promoter · 6 shared filings (5 issuers)

ROC FUND II GP, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Bridge MF&CO Fund III GP LLC

Promoter · 6 shared filings (4 issuers)

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

Management entity

Bridge Office Fund GP LLC

Promoter · 5 shared filings (4 issuers)

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

Management entity

Bridge Multifamily Fund IV GP

Promoter, Executive Officer · 5 shared filings (5 issuers)

Bridge Multifamily Fund IV GP is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Bridge Office Fund II GP LLC

Promoter · 5 shared filings (5 issuers)

Bridge Office Fund II GP LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

ROC BRIDGE GP II, LLC

Promoter · 4 shared filings (2 issuers)

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

Management entity

ROC SENIORS HOUSING FUND GP, LLC

Promoter · 4 shared filings (4 issuers)

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

Management entity

ROC DEBT STRATEGIES FUND GP, LLC

Promoter, Executive Officer · 4 shared filings (3 issuers)

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

Management entity

ROC FUND III GP, LLC

Promoter · 4 shared filings (3 issuers)

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

Management entity

Bridge Debt Strategies Fund III GP

Promoter, Executive Officer · 4 shared filings (4 issuers)

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

Management entity

BRIDGE DEBT STRATEGIES FUND GP LLC

Promoter · 3 shared filings (2 issuers)

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

Management entity

Pacific Finance Holdings, LLC

Promoter · 2 shared filings (2 issuers)

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

Management entity

Bridge MF&CO Fund II GP LLC

Promoter · 2 shared filings (2 issuers)

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

Management entity

Samuel Bridge MF&CO Fund II GP LLC

Promoter · 2 shared filings (2 issuers)

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

Management entity

Bridge Opportunity Zone Fund GP

Promoter · 2 shared filings (1 issuer)

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

Management entity

Bridge Agency MBS Fund GP

Promoter · 2 shared filings (2 issuers)

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

Management entity

S. Pacific Finance Holdings, LLC

Executive Officer · 1 shared filing (1 issuer)

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

Management entity

C

Promoter · 1 shared filing (1 issuer)

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

Management entity

Bridge Opportunity Zone Fund II GP

Promoter · 1 shared filing (1 issuer)

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

Management entity

Bridge Debt Strategies Fund IV GP LLC

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

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

Management entity

BlackArch Debt Opportunity Fund GP

Promoter · 1 shared filing (1 issuer)

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

DH
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Person

Donaldson Hartman

Executive Officer, Director · 8 shared filings (4 issuers)

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

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

Robert Morse

Executive Officer, Director · 6 shared filings (4 issuers) · also on 53 other issuers

Robert Morse is on 57 issuers in total — a repeat sponsor. Their page lists every one.

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

Danuel Stanger

Executive Officer, Director · 6 shared filings (3 issuers) · also on 2 other issuers

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

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

Dean Allara

Executive Officer, Director · 5 shared filings (3 issuers) · also on 38 other issuers

Dean Allara is on 41 issuers in total — a repeat sponsor. Their page lists every one.

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

Douglas K. Anderson

Executive Officer · 4 shared filings (2 issuers)

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

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

WINSTON CHIU

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

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

The team behind the deals

Sponsor group

Bridge

55 issuers · 95 filings · $1.43B reported sold · 2010–2020

One team, 55 deal companies. John Samuel Pennington is listed on 55 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 Samuel Pennington.

Sponsor group

Bridge

86 issuers · 179 filings · $12.65B reported sold · 2009–2026

One team, 86 deal companies. John Samuel Pennington is listed on 10 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 Samuel Pennington.

Same business address

38 other issuers file from the same address

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

None of the 67 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to John Samuel Pennington 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 67 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers John Samuel Pennington is listed on: none on file. No website or social profile named in Bridge Seniors Housing & Medical Properties Fund LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #275,226 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Salt Lake City, UT). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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