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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:34 AM ET

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Joseph Sumberg

Named as an officer, director or promoter on SEC Form D filings · CA, NY · Oct 6, 2011 → Mar 22, 2022

36deals (issuers)
$6.46Breported sold
5,658investors
66Form D filings
2011–2022years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:25 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Joseph Sumberg is listed as an executive officer, director, and promoter on 66 SEC Form D filings by 36 issuers between Oct 2011 and Sep 2026. Largest by amount reported sold: U.S. Real Property Income Fund, L.P. (New York, NY — pooled investment fund — 2011–2022; $2.16B reported sold to 1,585 investors), West Street Real Estate Credit Partners IV, L.P. (New York, NY — pooled investment fund — 2021; $1.25B reported sold to 381 investors), 1869 Private Opportunities Partners I, LP (New York, NY — pooled investment fund — 2022; $597.9M reported sold to 443 investors), Goldman Sachs Real Estate Income Trust, Inc. (New York, NY — reits and finance — 2013; $407.6M reported sold to 1,383 investors), West Street Real Estate Secondary Partners B, L.P. (New York, NY — pooled investment fund — 2021; $266.9M reported sold to 3 investors) and 31 more (all listed below).

What this means That is a lot of deals — 36 separate companies raised money with this person listed as executive officer, director, and promoter, over about 15 years. Across those companies the filings report $6.46B sold in total.

Listed alongside David Plutzer (25 shared filings), Mitchell S. Weiss (23 shared filings), Robert Griffith (19 shared filings), Adam Van de Berghe (18 shared filings), Dirk Degenaars (18 shared filings) and 131 others.

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

The issuers belong to 2 sponsor groups: Goldman Sachs (463 issuers, $168.32B reported sold, 2009–2026) and Galvanize (8 issuers, $1.22B reported sold, 2022–2026).

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) — 7 court cases matching the name, 3 bankruptcy cases matching the name listed in Key records below.

What this means 10 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 66 public filings for Joseph Sumberg and found 10 differences, 3 worth asking the sponsor about: Investor count went down between filings; 4 paid sellers are listed without a CRD number; 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 Joseph Sumberg has not run yet — it is #3,340 of 36,089 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

7 cases: 4 closed (disposition not in docket feed), 1 judgment, 2 dismissed

Bilzin Sumberg Baena Price & Axelrod, LLP v. iStar Financial, Inc. closed
District Court, S.D. Florida · No. 1:18-mc-22944 · Filed Jul 20, 2018 · Closed Oct 16, 2018
Role of Bilzin Sumberg Baena Price & Axelrod, LLP: Plaintiff · Outcome: Terminated 2018-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); different first name (bilzin); court in FL (not a filing state)
Bilzin Sumberg Baena Price & Axelrod, LLP v. iStar Financial, Inc. closed
District Court, S.D. Florida · No. 1:15-mc-21773 · Filed May 11, 2015 · Closed May 27, 2015
Role of Bilzin Sumberg Baena Price & Axelrod, LLP: Plaintiff · Outcome: Terminated 2015-05-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); different first name (bilzin); court in FL (not a filing state)
Bilzin Sumberg Baena Price & Axelrod, LLP v. iStar Financial, Inc. closed
District Court, S.D. Florida · No. 1:15-mc-21772 · Filed May 11, 2015 · Closed May 11, 2015
Role of Bilzin Sumberg Baena Price & Axelrod, LLP: Plaintiff · Outcome: Terminated 2015-05-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); different first name (bilzin); court in FL (not a filing state)
v. Bilzin Sumberg Baena Price & Axelrod, LLC closed
District Court, S.D. Florida · No. 1:15-mc-21761 · Filed May 8, 2015 · Closed May 8, 2015
Role of v. Bilzin Sumberg Baena Price & Axelrod, LLC: Party · Outcome: Terminated 2015-05-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); different first name (bilzin); court in FL (not a filing state)
KEMPER INVESTORS LIFE INSURANCE COMPANY v. SUMBERG judgment
District Court, District of Columbia · No. 1:04-cv-00948 · Filed Jun 9, 2004 · Closed Mar 5, 2008 · Nature of suit: Other Statutory Actions · Cause: 28:1335 Interpleader Action
Role of SUMBERG: Defendant · Outcome: Terminated 2008-03-05 — FJC Integrated Database disposition: Other; judgment for plaintiff Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); surname only in the caption; court in DC (not a filing state)
Brooks Sumberg LLC v. SBC Communications dismissed
District Court, D. Connecticut · No. 3:02-cv-01787 · Filed Oct 9, 2002 · Closed Feb 23, 2004 · Nature of suit: 410 Antitrust
Role of Brooks Sumberg LLC: Plaintiff · Outcome: Terminated 2004-02-23 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); different first name (brooks); court in CT (not a filing state)
Sumberg v. Ramco Resources 1984 dismissed
District Court, S.D. Florida · No. 1:90-cv-01544 · Filed Jul 2, 1990 · Closed Sep 17, 1993 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Sumberg: Plaintiff · Outcome: Terminated 1993-09-17 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); surname only in the caption; court in FL (not a filing state)
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, 2:25 AM ET.

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

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 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 Joseph Sumberg..

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

3 cases: 3 closed (disposition not in docket feed)

Richard Mark Sumberg closed
United States Bankruptcy Court, N.D. California · No. 08-11818 · Filed Aug 31, 2008 · Closed Dec 15, 2008
Role of Richard Mark Sumberg: Debtor · Outcome: Case closed 2008-12-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); different first name (mark); court in the person's filing state (CA)
Sumberg v. Fleet Bank of Massachusetts closed
United States Bankruptcy Court, S.D. Florida. · No. 96-00411 · Filed Apr 15, 1996 · Closed Jul 12, 1996
Role of Sumberg: Plaintiff · Outcome: Case closed 1996-07-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); surname only in the caption; court in FL (not a filing state)
Sumberg v. Ramco Energy Corporation closed
United States Bankruptcy Court, S.D. Florida. · No. 91-00298 · Filed Apr 17, 1991 · Closed May 14, 1991
Role of Sumberg: Plaintiff · Outcome: Case closed 1991-05-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 11 federal dockets); surname only in the caption; court in FL (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:25 AM ET.

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

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

4. Differences between public sources

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

10 differences found between the filings for Joseph Sumberg — 3 worth asking about (compared the newest 50 of 66 filings on Oct 24, 2026; older filings not covered)

Note · Apr 17, 1991 – Apr 11, 2016

13 bankruptcy cases name the subject or team members

Bankruptcy case: Cedric Lucas — filed Aug 17, 2012 · Bankruptcy case: 21 Broad Street DBT, LLC v. SML Realty of NJ, LLC — filed Aug 20, 2012 · Bankruptcy case: Broad Street Advisors, LLC — filed Dec 7, 2008 · Bankruptcy case: McCord v. 33 Broad Street Restaurant Group, LLC — filed Oct 28, 2008 · Bankruptcy case: Broad Street Advisors, LLC v. Ellsworth — filed Apr 28, 2009 · and 8 more

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

Docket · United States Bankruptcy Court, S.D. New York ↗Cedric Lucas — PartnerFacts page ↗Docket · United States Bankruptcy Court, E.D. New York ↗West Street Real Estate Investment Partners, L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 12, 2024 – Dec 12, 2025

Investor count went down between filings — GALVANIZE REAL ESTATE FUND I-A, LP

The Dec 12, 2024 filing reports 7 investors; the Dec 12, 2025 Form D/A reports 6 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Dec 12, 2024 ↗Form D/A (later) · Dec 12, 2025 ↗GALVANIZE REAL ESTATE FUND I-A, LP — PartnerFacts page ↗
Sources
Note · Dec 23, 2019

Joseph Sumberg appears on 1 deal that stopped filing before reaching its target

Real Estate Value Add LP (last filing Dec 23, 2019; $249,890,000 sold of $1,000,000,000). 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.

Real Estate Value Add LP — PartnerFacts page ↗
Sources
Worth asking · Dec 14, 2023 – Dec 12, 2025

4 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: LAZARD & CO., LIMITED — GALVANIZE REAL ESTATE FUND I-A, LP · Paid seller listed without a CRD number: LAZARD & CO., LIMITED — GALVANIZE REAL ESTATE FUND I-B, LP · Paid seller listed without a CRD number: LAZARD & CO., LIMITED — GALVANIZE REAL ESTATE FUND I-E, LP · Paid seller listed without a CRD number: LAZARD & CO., LIMITED — GALVANIZE REAL ESTATE FUND I, LP

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Dec 12, 2025 ↗BrokerCheck search: LAZARD & CO., LIMITED ↗GALVANIZE REAL ESTATE FUND I-A, LP — PartnerFacts page ↗Form D/A · Dec 12, 2025 ↗
Sources
Note · Jul 8, 2021 – Jan 24, 2022

4 Form Ds were filed more than 15 days after the first sale

Form D filed 17 days after the first sale — West Street Real Estate Investment Partners REIT, L.L.C. · Form D filed 17 days after the first sale — West Street Real Estate Secondary Partners, L.P. · Form D filed 17 days after the first sale — West Street Real Estate Secondary Partners B, L.P. · Form D filed 18 days after the first sale — Broad Street RE Ellis Partners, L.P.

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jan 24, 2022 ↗West Street Real Estate Investment Partners REIT, L.L.C. — PartnerFacts page ↗Form D · Dec 6, 2021 ↗West Street Real Estate Secondary Partners, L.P. — PartnerFacts page ↗
Sources
Note · Sep 23, 2011 – May 3, 2022

12 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 — Broad Street RE VF Partners, L.P. (latest filing May 3, 2022) · No amendment in the last 12 months on an offering that may still be open — Broad Street RE DFW Partners, L.P. (latest filing May 3, 2022) · No amendment in the last 12 months on an offering that may still be open — U.S. Real Property Income Fund, L.P. (latest filing Mar 22, 2022) · No amendment in the last 12 months on an offering that may still be open — 1869 Private Opportunities Partners I, LP (latest filing Jan 4, 2022) · No amendment in the last 12 months on an offering that may still be open — West Street Real Estate Investment Partners, L.P. (latest filing Jan 4, 2022) · and 7 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.

Form D · May 3, 2022 ↗Broad Street RE VF Partners, L.P. — PartnerFacts page ↗Form D · May 3, 2022 ↗Broad Street RE DFW Partners, L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 17, 2021 – Dec 16, 2022

Joseph Sumberg is no longer listed on the Dec 16, 2022 amendment — West Street Real Estate Credit Partners IV, L.P.

Joseph Sumberg appears on the Dec 17, 2021 Form D (executive officer) but not on the Dec 16, 2022 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Dec 17, 2021 ↗Form D/A · Dec 16, 2022 ↗Joseph Sumberg — PartnerFacts page ↗West Street Real Estate Credit Partners IV, L.P. — PartnerFacts page ↗
Sources
Note · Mar 11, 2019 – Dec 23, 2019

Offering amount lowered between filings — Real Estate Value Add LP

The Mar 11, 2019 filing says $1,000,000,000 offered; the Dec 23, 2019 Form D/A says $500,000,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Mar 11, 2019 ↗Form D/A (later) · Dec 23, 2019 ↗Real Estate Value Add LP — PartnerFacts page ↗
Sources
Note · Oct 6, 2011 – May 3, 2022

Joseph Sumberg is written 2 different ways on the filings

listed as "Joseph Sumberg" on 58 filings (from Oct 6, 2011), and "Joseph L. Sumberg" on 2 filings (from May 3, 2022).

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.

Form D · Oct 6, 2011 ↗Form D · May 3, 2022 ↗Joseph Sumberg — PartnerFacts page ↗
Sources
Note · Oct 6, 2011 – Sep 10, 2026

Joseph Sumberg is listed with 2 different address states: NY, CA

NY on 42 filings (Oct 6, 2011 to May 3, 2022); CA on 18 filings (Oct 27, 2023 to Sep 10, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · Oct 6, 2011 ↗Form D · Oct 27, 2023 ↗
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 66 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

14 of 36 offerings report sales commissions totalling $87,500; 2 report finder's fees totalling $1,400,000; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 10, 2026 D
Liberty Logistics Industrial REIT LLC
File 021-597022
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 19, 2026 D
Galvanize Real Estate Fund I Feeder, LP
File 021-574091
$0$0$0 (est.)
The general partner is entitled to receive carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's governing documents.
None listed on this filingEDGAR ↗
Dec 12, 2025 D/A
GALVANIZE REAL ESTATE FUND I-A, LP
File 021-495768
$0$700,000 (est.)$0 (est.)
The general partner is entitled to receive carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's governing documents.
LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗
LAZARD & CO., LIMITED no CRD number reported		EDGAR ↗
Dec 12, 2025 D/A
GALVANIZE REAL ESTATE FUND I-B, LP
File 021-495769
$0$0$0 (est.)
The general partner is entitled to receive carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's governing documents.
LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗
LAZARD & CO., LIMITED no CRD number reported		EDGAR ↗
Dec 12, 2025 D/A
GALVANIZE REAL ESTATE FUND I-E, LP
File 021-495770
$0$0$0 (est.)
The general partner is entitled to receive carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's governing documents.
LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗
LAZARD & CO., LIMITED no CRD number reported		EDGAR ↗
Dec 12, 2025 D/A
GALVANIZE REAL ESTATE FUND I, LP
File 021-495767
$0$700,000 (est.)$0 (est.)
The general partner is entitled to receive carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's governing documents.
LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗
LAZARD & CO., LIMITED no CRD number reported		EDGAR ↗
May 3, 2022 D
Broad Street RE DFW Partners, L.P.
File 021-444223
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 3, 2022 D
Broad Street RE VF Partners, L.P.
File 021-444184
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 22, 2022 D/A
U.S. Real Property Income Fund, L.P.
File 021-166866
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 1, 2022 D/A
640 Columbia REIT Sub LLC
File 021-432309
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 24, 2022 D
West Street Real Estate Investment Partners REIT, L.L.C.
File 021-430455
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 4, 2022 D/A
West Street Real Estate Investment Partners Tax Exempt, L.P.
File 021-385134
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 4, 2022 D/A
West Street Real Estate Investment Partners, L.P.
File 021-385133
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 4, 2022 D
1869 Private Opportunities Partners I, LP
File 021-427865
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 22, 2021 D
Broad Street RE Douglas Partners, L.P.
File 021-426352
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 17, 2021 D
West Street Real Estate Credit Partners IV, L.P.
File 021-425535
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 6, 2021 D
West Street Real Estate Secondary Partners B, L.P.
File 021-423834
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 6, 2021 D
West Street Real Estate Secondary Partners, L.P.
File 021-423835
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 20, 2021 D
Broad Street RE Hub Partners, L.P.
File 021-413861
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 26, 2021 D
Broad Street RE Ellis Partners, L.P.
File 021-407687
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 21, 2021 D
EPF ALL CAP REIT (ROCKVUE APARTMENTS) LLC
File 021-386956
$6,250$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)

H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles Mathes (CRD 5980160 ↗)
EDGAR ↗
Jan 20, 2021 D
Exchange Place All Cap REIT, Inc.
File 021-386784
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Welchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles Mathes (CRD 5980160 ↗)
EDGAR ↗
Jan 23, 2020 D
US Real Estate Value Add REIT LLC
File 021-358794
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick Welchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles Mathes (CRD 5980160 ↗)
EDGAR ↗
Dec 23, 2019 D/A
Real Estate Value Add LP
File 021-334530
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 21, 2019 D
GSAM Private Real Estate Participants I LLC
File 021-335442
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 18, 2019 D
SURE II REIT LLC
File 021-330954
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick Welchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Jul 27, 2018 D/A
U.S. Real Property Income Fund Offshore, L.P.
File 021-200620
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 25, 2018 D
SURE I REIT A LLC
File 021-304101
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Jan 25, 2018 D
SURE I REIT B LLC
File 021-304104
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
May 3, 2017 D
Sampension U.S. Real Estate II, L.P.
File 021-285983
$0$0$0Goldman, Sachs & Co. BrokerCheck CRD 361 ↗EDGAR ↗
Jan 23, 2017 D
EPF REIT (294 Washington) LLC
File 021-278954
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
May 2, 2016 D
EPF REIT Corp.
File 021-262407
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Dec 29, 2015 D
EPF REIT (Town Center) LLC
File 021-254003
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Jan 22, 2015 D
EPF REIT (Mariners Key) LLC
File 021-232685
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Jul 30, 2013 D
Sampension U.S. Real Estate I, L.P.
File 021-200464
$0$0$0Goldman, Sachs & Co. BrokerCheck CRD 361 ↗EDGAR ↗
Jan 7, 2013 D
Goldman Sachs Real Estate Income Trust, Inc.
File 021-189654
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
How this is counted

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

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

Deals 36

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

LL
REITS and Finance · group: Galvanize

Liberty Logistics Industrial REIT LLC

San Francisco, CA · Sep 10, 2026
  • Sep 10, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joseph is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GR
Pooled Investment Fund · group: Galvanize

Galvanize Real Estate Fund I Feeder, LP

San Francisco, CA · Feb 19, 2026
  • Feb 19, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Joseph is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

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

GR
Pooled Investment Fund · group: Galvanize

GALVANIZE REAL ESTATE FUND I-E, LP

San Francisco, CA · Oct 27, 2023 → Dec 12, 2025 · 4 filings
  • Dec 12, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 12, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 14, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 27, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Joseph is listed as executive officer, promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GR
Pooled Investment Fund · group: Galvanize

GALVANIZE REAL ESTATE FUND I-B, LP

San Francisco, CA · Oct 27, 2023 → Dec 12, 2025 · 4 filings
  • Dec 12, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 12, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 14, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 27, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Joseph is listed as executive officer, promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GR
Pooled Investment Fund · group: Galvanize

GALVANIZE REAL ESTATE FUND I-A, LP

San Francisco, CA · Oct 27, 2023 → Dec 12, 2025 · 4 filings
  • Dec 12, 2025 · D/A · $53,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 12, 2024 · D/A · $39,000,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 14, 2023 · D/A · $39,000,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 27, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $53M from 7 investors as of the latest filing. Joseph is listed as executive officer, promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GR
Pooled Investment Fund · group: Galvanize

GALVANIZE REAL ESTATE FUND I, LP

San Francisco, CA · Oct 27, 2023 → Dec 12, 2025 · 4 filings
  • Dec 12, 2025 · D/A · $148,220,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 12, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Dec 14, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 27, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $148.2M from 44 investors as of the latest filing. Joseph is listed as executive officer, promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BS
Pooled Investment Fund · group: Goldman Sachs

Broad Street RE DFW Partners, L.P.

New York, NY · May 3, 2022
  • May 3, 2022 · D · $35,010,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Vice President of the General Partner of the Issuer) EDGAR ↗

Raised $35M from 2 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

BS
Pooled Investment Fund · group: Goldman Sachs

Broad Street RE VF Partners, L.P.

New York, NY · May 3, 2022
  • May 3, 2022 · D · $63,650,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Vice President of the General Partner of the Issuer) EDGAR ↗

Raised $63.6M from 3 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

US
Pooled Investment Fund · group: Goldman Sachs

U.S. Real Property Income Fund, L.P.

New York, NY · Oct 6, 2011 → Mar 22, 2022 · 12 filings
  • Mar 22, 2022 · D/A · $2,157,127,432 sold of Indefinite · 1,585 investors · min. No minimum reported · role: Executive Officer (Co-President of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Mar 11, 2021 · D/A · $1,960,735,690 sold of Indefinite · 1,457 investors · min. No minimum reported · role: Executive Officer (Co-President of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Mar 11, 2020 · D/A · $1,782,984,231 sold of Indefinite · 1,398 investors · min. No minimum reported · role: Executive Officer (Co-President of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Mar 11, 2019 · D/A · $1,462,356,395 sold of Indefinite · 1,252 investors · min. No minimum reported · role: Executive Officer (Co-President of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Oct 11, 2018 · D/A · $1,399,701,395 sold of Indefinite · 1,219 investors · min. No minimum reported · role: Executive Officer (Co-President of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Oct 11, 2017 · D/A · $1,002,763,409 sold of Indefinite · 999 investors · min. No minimum reported · role: Executive Officer (Co-President of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Oct 11, 2016 · D/A · $469,013,842 sold of Indefinite · 537 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Oct 9, 2015 · D/A · $296,811,263 sold of Indefinite · 327 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Oct 9, 2014 · D/A · $239,836,763 sold of Indefinite · 229 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Oct 9, 2013 · D/A · $177,307,000 sold of Indefinite · 165 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Oct 9, 2012 · D/A · $105,225,000 sold of Indefinite · 94 investors · min. No minimum reported · role: Executive Officer (Executive Officer of G.P. (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Oct 6, 2011 · D · $73,015,000 sold of Indefinite · 71 investors · min. No minimum reported · role: Executive Officer (Executive Officer of G.P. (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗

Raised $2.16B from 1,585 investors as of the latest filing. Joseph is listed as executive officer on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(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.

6C
REITS and Finance · group: Goldman Sachs

640 Columbia REIT Sub LLC

New York, NY · Feb 4, 2022 → Mar 1, 2022 · 2 filings
  • Mar 1, 2022 · D/A · $125,000 sold of $125,000 · 125 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 4, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joseph is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WS
REITS and Finance · group: Goldman Sachs

West Street Real Estate Investment Partners REIT, L.L.C.

New York, NY · Jan 24, 2022
  • Jan 24, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

1P
Pooled Investment Fund · group: Goldman Sachs

1869 Private Opportunities Partners I, LP

New York, NY · Jan 4, 2022
  • Jan 4, 2022 · D · $597,925,000 sold of Indefinite · 443 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $597.9M from 443 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WS
Pooled Investment Fund · group: Goldman Sachs

West Street Real Estate Investment Partners Tax Exempt, L.P.

New York, NY · Jan 4, 2022
  • Jan 4, 2022 · D/A · $152,100,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $152.1M from 4 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WS
Pooled Investment Fund · group: Goldman Sachs

West Street Real Estate Investment Partners, L.P.

New York, NY · Jan 4, 2022
  • Jan 4, 2022 · D/A · $265,210,000 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $265.2M from 64 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

BS
Pooled Investment Fund · group: Goldman Sachs

Broad Street RE Douglas Partners, L.P.

New York, NY · Dec 22, 2021
  • Dec 22, 2021 · D · $69,579,258 sold of $69,579,258 · 3 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $69.6M from 3 investors (100% of the $69.6M target) as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WS
Pooled Investment Fund · group: Goldman Sachs

West Street Real Estate Credit Partners IV, L.P.

New York, NY · Dec 17, 2021
  • Dec 17, 2021 · D · $366,235,000 sold of Indefinite · 201 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $1.25B from 381 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WS
Pooled Investment Fund · group: Goldman Sachs

West Street Real Estate Secondary Partners, L.P.

New York, NY · Dec 6, 2021
  • Dec 6, 2021 · D · $266,910,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $266.9M from 4 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

WS
Pooled Investment Fund · group: Goldman Sachs

West Street Real Estate Secondary Partners B, L.P.

New York, NY · Dec 6, 2021
  • Dec 6, 2021 · D · $266,910,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $266.9M from 3 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

BS
Pooled Investment Fund · group: Goldman Sachs

Broad Street RE Hub Partners, L.P.

New York, NY · Sep 20, 2021
  • Sep 20, 2021 · D · $33,650,000 sold of $33,650,000 · 2 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $36.1M from 2 investors (100% of the $33.6M target) as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

BS
Pooled Investment Fund · group: Goldman Sachs

Broad Street RE Ellis Partners, L.P.

New York, NY · Jul 26, 2021
  • Jul 26, 2021 · D · $135,300,000 sold of $135,300,000 · 3 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $135.3M from 3 investors (100% of the $135.3M target) as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

EA
REITS and Finance · group: Goldman Sachs

EPF ALL CAP REIT (ROCKVUE APARTMENTS) LLC

New York, NY · Jan 21, 2021
  • Jan 21, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joseph is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EP
REITS and Finance · group: Goldman Sachs

Exchange Place All Cap REIT, Inc.

New York, NY · Jan 20, 2021
  • Jan 20, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joseph is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

UR
REITS and Finance · group: Goldman Sachs

US Real Estate Value Add REIT LLC

New York, NY · Jan 23, 2020
  • Jan 23, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joseph is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RE
Pooled Investment Fund · group: Goldman Sachs

Real Estate Value Add LP

New York, NY · Mar 11, 2019 → Dec 23, 2019 · 2 filings
  • Dec 23, 2019 · D/A · $249,890,000 sold of $500,000,000 · 88 investors · min. No minimum reported · role: Executive Officer (Co-President of the Issuer's General Partner) EDGAR ↗
  • Mar 11, 2019 · D · $122,000,000 sold of $1,000,000,000 · 6 investors · min. No minimum reported · role: Executive Officer (Co-President of the Issuer's General Partner) EDGAR ↗

Raised $249.9M from 88 investors (50% of the $500M target) as of the latest filing. Joseph is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(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.

GP
Pooled Investment Fund · group: Goldman Sachs

GSAM Private Real Estate Participants I LLC

New York, NY · Mar 21, 2019
  • Mar 21, 2019 · D · $1,000,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Vice President of GSAM GEN-PAR, L.L.C., the Issuer's Manager) EDGAR ↗

Raised $1M from 9 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

SR
REITS and Finance · group: Goldman Sachs

SURE II REIT LLC

New York, NY · Jan 18, 2019
  • Jan 18, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joseph is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

US
Pooled Investment Fund · group: Goldman Sachs

U.S. Real Property Income Fund Offshore, L.P.

New York, NY · Aug 1, 2013 → Jul 27, 2018 · 6 filings
  • Jul 27, 2018 · D/A · $1,250,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Co-President of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Jul 27, 2017 · D/A · $1,250,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Co-President of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Jul 29, 2016 · D/A · $1,250,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Jul 30, 2015 · D/A · $1,250,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Jul 30, 2014 · D/A · $1,250,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗
  • Aug 1, 2013 · D · $1,250,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of GP (U.S. Real Property Income Fund Advisors, LLC)) EDGAR ↗

Raised $1.25M from 1 investor as of the latest filing. Joseph is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SI
REITS and Finance · group: Goldman Sachs

SURE I REIT B LLC

New York, NY · Jan 25, 2018
  • Jan 25, 2018 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joseph is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

SI
REITS and Finance · group: Goldman Sachs

SURE I REIT A LLC

New York, NY · Jan 25, 2018
  • Jan 25, 2018 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joseph is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

SU
Pooled Investment Fund · group: Goldman Sachs

Sampension U.S. Real Estate II, L.P.

New York, NY · May 3, 2017
  • May 3, 2017 · D · $220,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $220M from 3 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

ER
REITS and Finance · group: Goldman Sachs

EPF REIT (294 Washington) LLC

New York, NY · Jan 23, 2017
  • Jan 23, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joseph is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

ER
REITS and Finance · group: Goldman Sachs

EPF REIT Corp.

New York, NY · May 2, 2016
  • May 2, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

ER
REITS and Finance · group: Goldman Sachs

EPF REIT (Town Center) LLC

New York, NY · Dec 29, 2015
  • Dec 29, 2015 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

ER
REITS and Finance · group: Goldman Sachs

EPF REIT (Mariners Key) LLC

New York, NY · Jan 22, 2015
  • Jan 22, 2015 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

SU
Pooled Investment Fund · group: Goldman Sachs

Sampension U.S. Real Estate I, L.P.

New York, NY · Jul 30, 2013
  • Jul 30, 2013 · D · $90,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $90M from 1 investor as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

GS
REITS and Finance · group: Goldman Sachs

Goldman Sachs Real Estate Income Trust, Inc.

New York, NY · Jan 7, 2013
  • Jan 7, 2013 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President) EDGAR ↗

Raised $407.6M from 1,383 investors (100% of the $125K target) as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around Joseph 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.

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

David Plutzer

Executive Officer · 25 shared filings (9 issuers) · also on 28 other issuers

David Plutzer is on 37 issuers in total — a repeat sponsor. Their page lists every one.

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

Mitchell S. Weiss

Executive Officer · 23 shared filings (9 issuers) · also on 79 other issuers

Mitchell S. Weiss is on 88 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert Griffith

Executive Officer · 19 shared filings (6 issuers)

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

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

Adam Van de Berghe

Executive Officer · 18 shared filings (5 issuers) · also on 11 other issuers

Adam Van de Berghe is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Dirk Degenaars

Executive Officer, Director · 18 shared filings (13 issuers) · also on 35 other issuers

Dirk Degenaars is on 48 issuers in total — a repeat sponsor. Their page lists every one.

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

Kathryn A. Hall

Executive Officer · 17 shared filings (5 issuers) · also on 48 other issuers

Kathryn A. Hall is on 53 issuers in total — a repeat sponsor. Their page lists every one.

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

Laurie E. Schmidt

Executive Officer · 15 shared filings (13 issuers) · also on 163 other issuers

Laurie E. Schmidt is on 176 issuers in total — a repeat sponsor. Their page lists every one.

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

Richard A. Friedman

Executive Officer · 15 shared filings (13 issuers) · also on 168 other issuers

Richard A. Friedman is on 181 issuers in total — a repeat sponsor. Their page lists every one.

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

Alan S. Kava

Executive Officer · 15 shared filings (13 issuers) · also on 74 other issuers

Alan S. Kava is on 87 issuers in total — a repeat sponsor. Their page lists every one.

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

Jack Buhain

Executive Officer · 15 shared filings (7 issuers)

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

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

Clayton Wilmer

Executive Officer, Director · 15 shared filings (13 issuers) · also on 138 other issuers

Clayton Wilmer is on 151 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Watts

Executive Officer · 15 shared filings (13 issuers) · also on 70 other issuers

Michael Watts is on 83 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeffrey A. Barclay

Executive Officer · 14 shared filings (6 issuers) · also on 2 other issuers

Jeffrey A. Barclay is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

David Thomas

Executive Officer · 13 shared filings (11 issuers) · also on 140 other issuers

David Thomas is on 151 issuers in total — a repeat sponsor. Their page lists every one.

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

Carey Ziegler

Executive Officer · 12 shared filings (12 issuers) · also on 43 other issuers

Carey Ziegler is on 55 issuers in total — a repeat sponsor. Their page lists every one.

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

Andrew White

Executive Officer · 12 shared filings (12 issuers) · also on 27 other issuers

Andrew White is on 39 issuers in total — a repeat sponsor. Their page lists every one.

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

Thomas F. Steyer

Executive Officer · 12 shared filings (4 issuers) · also on 17 other issuers

Thomas F. Steyer is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

Tunde Reddy

Executive Officer · 12 shared filings (5 issuers) · also on 1 other issuer

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

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

Jeffrey M. Fine

Executive Officer · 12 shared filings (12 issuers) · also on 74 other issuers

Jeffrey M. Fine is on 86 issuers in total — a repeat sponsor. Their page lists every one.

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

Scott Kilpatrick

Executive Officer, Director · 12 shared filings (12 issuers) · also on 128 other issuers

Scott Kilpatrick is on 140 issuers in total — a repeat sponsor. Their page lists every one.

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

Kyle Kendall

Executive Officer · 12 shared filings (12 issuers) · also on 46 other issuers

Kyle Kendall is on 58 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher Monroe

Executive Officer · 12 shared filings (12 issuers) · also on 51 other issuers

Christopher Monroe is on 63 issuers in total — a repeat sponsor. Their page lists every one.

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

Alexander Cheek

Executive Officer · 12 shared filings (12 issuers) · also on 38 other issuers

Alexander Cheek is on 50 issuers in total — a repeat sponsor. Their page lists every one.

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

Lee Levy

Executive Officer · 12 shared filings (12 issuers) · also on 35 other issuers

Lee Levy is on 47 issuers in total — a repeat sponsor. Their page lists every one.

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

Harvey Shapiro

Executive Officer · 12 shared filings (12 issuers) · also on 62 other issuers

Harvey Shapiro is on 74 issuers in total — a repeat sponsor. Their page lists every one.

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

Johanna Volpi

Executive Officer · 12 shared filings (12 issuers) · also on 69 other issuers

Johanna Volpi is on 81 issuers in total — a repeat sponsor. Their page lists every one.

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

Daniel Farrar

Executive Officer · 12 shared filings (12 issuers) · also on 67 other issuers

Daniel Farrar is on 79 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Ungari

Executive Officer · 12 shared filings (12 issuers) · also on 29 other issuers

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

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

William Y. Eng

Executive Officer, Director · 11 shared filings (11 issuers) · also on 123 other issuers

William Y. Eng is on 134 issuers in total — a repeat sponsor. Their page lists every one.

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

Casey Fries

Executive Officer · 11 shared filings (4 issuers)

Listed on the same filings as Joseph Sumberg. Their page shows their other deals.

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

Gaurav Seth

Executive Officer · 10 shared filings (10 issuers) · also on 28 other issuers

Gaurav Seth is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

James Huckaby

Executive Officer · 9 shared filings (9 issuers) · also on 25 other issuers

James Huckaby is on 34 issuers in total — a repeat sponsor. Their page lists every one.

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

Kirsten Frivold Imohiosen

Executive Officer · 9 shared filings (9 issuers) · also on 32 other issuers

Kirsten Frivold Imohiosen is on 41 issuers in total — a repeat sponsor. Their page lists every one.

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

Getty Chin

Executive Officer · 8 shared filings (8 issuers) · also on 35 other issuers

Getty Chin is on 43 issuers in total — a repeat sponsor. Their page lists every one.

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

Charles Cognata

Executive Officer · 8 shared filings (8 issuers) · also on 24 other issuers

Charles Cognata is on 32 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

Daniel Alger

Executive Officer · 8 shared filings (8 issuers) · also on 29 other issuers

Daniel Alger is on 37 issuers in total — a repeat sponsor. Their page lists every one.

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

Sherry Wang

Executive Officer · 8 shared filings (8 issuers) · also on 28 other issuers

Sherry Wang is on 36 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Dalton

Executive Officer · 8 shared filings (8 issuers) · also on 22 other issuers

Michael Dalton is on 30 issuers in total — a repeat sponsor. Their page lists every one.

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

Oksana Beard

Executive Officer · 8 shared filings (8 issuers) · also on 28 other issuers

Oksana Beard is on 36 issuers in total — a repeat sponsor. Their page lists every one.

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

Andrea Gift

Executive Officer · 8 shared filings (8 issuers) · also on 19 other issuers

Andrea Gift is on 27 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

GS
Sponsor group

Goldman Sachs

463 issuers · 1213 filings · $168.32B reported sold · 2009–2026

One team, 463 deal companies. Joseph Sumberg is listed on 30 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 Joseph Sumberg.

G
Sponsor group

Galvanize

8 issuers · 22 filings · $1.22B reported sold · 2022–2026

One team, 8 deal companies. Joseph Sumberg is listed on 6 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 Joseph Sumberg.

Same business address

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

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

None of the 36 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 Joseph Sumberg 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 36 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Joseph Sumberg is listed on: none on file. No website or social profile named in 1869 Private Opportunities Partners I, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #169,606 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 (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗New York WebCivil Supreme ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗New York Secretary of State business search ↗OpenCorporates ↗

Change history

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