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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:57 AM ET

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KM
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Ken Morrison

Named as an officer, director or promoter on SEC Form D filings · CA · Nov 14, 2013 → Apr 30, 2018

3deals (issuers)
$4.38Mreported sold
58investors
6Form D filings
2013–2018years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:30 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Ken Morrison is listed as an executive officer on 6 SEC Form D filings by 3 issuers between Nov 2013 and Apr 2018: Strategic Storage Operating Partnership, L.P. (Ladera Ranch, CA — reits and finance — 2013–2014; $2.35M reported sold to 30 investors), Strategic Student & Senior Housing Trust, Inc. (Ladera Ranch, CA — reits and finance — 2017; $2.03M reported sold to 28 investors) and SmartStop Asset Management, LLC (Ladera Ranch, CA — other real estate — 2016–2018).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as executive officer, over about 5 years. Across those companies the filings report $4.38M sold in total.

Listed alongside H. Michael Schwartz (6 shared filings), James Berg (6 shared filings), Michael S. McClure (6 shared filings), Paula Mathews (6 shared filings), Wayne Johnson (6 shared filings) and 2 others.

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

All 3 issuers belong to the sponsor group Strategic Storage (18 issuers, $395M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Strategic Storage has 18 companies on file and $395M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 3 bankruptcy cases matching the name listed in Key records below.

What this means 3 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 6 public filings for Ken Morrison and found 8 differences, 5 worth asking the sponsor about: Bankruptcy case: Ken W Morrison; Bankruptcy case: Ken Morrison; 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 Ken Morrison has not run yet — it is joining a line of 29,245 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

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

Key records

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

1. Lawsuits

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, 2:30 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: VA (crawled Oct 23, 2026)

What was searched

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

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

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

Ken W Morrison closed
United States Bankruptcy Court, E.D. Texas · No. 05-47408 · Filed Oct 13, 2005 · Closed Apr 11, 2006
Role of Ken W Morrison: Debtor · Outcome: Case closed 2006-04-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in TX (not a filing state)
Ken Morrison closed
United States Bankruptcy Court, C.D. California · No. 6:01-bk-26654 · Filed Oct 5, 2001 · Closed Oct 25, 2002
Role of Ken Morrison: Debtor · Outcome: Case closed 2002-10-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in the person's filing state (CA)
Ken Morrison closed
United States Bankruptcy Court, C.D. California · No. 6:01-bk-23186 · Filed Aug 3, 2001 · Closed Oct 30, 2001
Role of Ken Morrison: Debtor · Outcome: Case closed 2001-10-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in the person's filing state (CA)
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, 2:30 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

8 differences found between the filings for Ken Morrison — 5 worth asking about (compared 6 filings on Oct 24, 2026)

Worth asking · Oct 13, 2005 – Apr 11, 2006

Bankruptcy case: Ken W Morrison — filed Oct 13, 2005

United States Bankruptcy Court, E.D. Texas docket "Ken W Morrison" filed Oct 13, 2005, closed Apr 11, 2006. Ken Morrison is listed as Debtor ("Ken W Morrison"). Our match estimate: 40%.

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.

Sources
Worth asking · Oct 5, 2001 – Oct 25, 2002

Bankruptcy case: Ken Morrison — filed Oct 5, 2001

United States Bankruptcy Court, C.D. California docket "Ken Morrison" filed Oct 5, 2001, closed Oct 25, 2002. Ken Morrison is listed as Debtor. Our match estimate: 70%.

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.

Sources
Worth asking · Aug 3, 2001 – Oct 30, 2001

Bankruptcy case: Ken Morrison — filed Aug 3, 2001

United States Bankruptcy Court, C.D. California docket "Ken Morrison" filed Aug 3, 2001, closed Oct 30, 2001. Ken Morrison is listed as Debtor. Our match estimate: 70%.

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.

Sources
Worth asking · Aug 7, 2017

153% of the money raised went to insiders — Strategic Student & Senior Housing Trust, Inc.

The Aug 7, 2017 Form D/A reports $2,027,300 sold and $3,100,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Includes payments to affiliates of issuer, including organizational and offering expenses payable to issuer's sponsor and acquisition fees and expenses payable to issuer's advisor, all of which are un".

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 5, 2014 – Apr 30, 2018

Ken Morrison appears on 3 deals that stopped filing before reaching their target

SmartStop Asset Management, LLC (last filing Apr 30, 2018; $0 sold of $25,000,000); Strategic Student & Senior Housing Trust, Inc. (last filing Aug 7, 2017; $2,027,300 sold of $108,790,000); Strategic Storage Operating Partnership, L.P. (last filing Feb 5, 2014; $2,347,806 sold of $11,113,700). 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 · Jul 12, 2017 – Aug 7, 2017

No amendment in the last 12 months on an offering that may still be open — Strategic Student & Senior Housing Trust, Inc. (latest filing Aug 7, 2017)

The latest filing for this offering is dated Aug 7, 2017 (first sale Jul 12, 2017). It reports $2,027,300 sold of $108,790,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Jan 22, 2014 – Feb 5, 2014

No amendment in the last 12 months on an offering that may still be open — Strategic Storage Operating Partnership, L.P. (latest filing Feb 5, 2014)

The latest filing for this offering is dated Feb 5, 2014 (first sale Jan 22, 2014). It reports $2,347,806 sold of $3,358,721 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Nov 1, 2013 – Nov 14, 2013

No amendment in the last 12 months on an offering that may still be open — Strategic Storage Operating Partnership, L.P. (latest filing Nov 14, 2013)

The latest filing for this offering is dated Nov 14, 2013 (first sale Nov 1, 2013). It reports $1,632,544 sold of $11,113,700 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

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. As of Oct 24, 2026.

5. Money to insiders

5 of 5 offerings report sales commissions totalling $13,974,564; 0 report finder's fees; 3 report proceeds to related persons totalling $3,575,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 30, 2018 D
SmartStop Asset Management, LLC
File 021-311245
$2,375,000 (est.)$0$250,000 (est.)
Includes offering expenses borne by the Issuer, which is under the control of persons named in Item 3 above.
Select Capital Corporation BrokerCheck CRD 145997 ↗EDGAR ↗
Aug 7, 2017 D/A
Strategic Student & Senior Housing Trust, Inc.
File 021-281885
$10,000,000 (est.)$0$3,100,000 (est.)
Includes payments to affiliates of issuer, including organizational and offering expenses payable to issuer's sponsor and acquisition fees and expenses payable to issuer's advisor, all of which are under the control of persons named in Item 3 above.
Select Capital Corporation BrokerCheck CRD 145997 ↗EDGAR ↗
Sep 14, 2016 D
SmartStop Asset Management, LLC
File 021-270647
$1,350,000 (est.)$0$225,000 (est.)
Includes payments to affiliates of Issuer, including organizational and offering expenses payable to the sponsor, which is under the control of persons named in Item 3 above.
Select Capital Corporation BrokerCheck CRD 145997 ↗EDGAR ↗
Feb 5, 2014 D
Strategic Storage Operating Partnership, L.P.
File 021-211364
$167,936 (est.)$0$0None listed on this filingEDGAR ↗
Nov 14, 2013 D
Strategic Storage Operating Partnership, L.P.
File 021-206377
$81,628 (est.)$0$0None 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 3

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

Other Real Estate · group: Strategic Storage

SmartStop Asset Management, LLC

Ladera Ranch, CA · Sep 14, 2016 → Apr 30, 2018 · 2 filings
  • Apr 30, 2018 · D · $0 sold of $25,000,000 · 0 investors · min. $15,000 · role: Executive Officer EDGAR ↗
  • Sep 14, 2016 · D · $0 sold of $15,000,000 · 0 investors · min. $15,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Ken 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: Other Real Estate / 506(b) (5,033 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: Strategic Storage

Strategic Student & Senior Housing Trust, Inc.

Ladera Ranch, CA · Mar 6, 2017 → Aug 7, 2017 · 2 filings
  • Aug 7, 2017 · D/A · $2,027,300 sold of $108,790,000 · 28 investors · min. $15,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2017 · D · $0 sold of $108,790,000 · 0 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $2.03M from 28 investors (2% of the $108.8M target) as of the latest filing. Ken 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: 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: Strategic Storage

Strategic Storage Operating Partnership, L.P.

Ladera Ranch, CA · Nov 14, 2013 → Feb 5, 2014 · 2 filings
  • Feb 5, 2014 · D · $2,347,806 sold of $3,358,721 · 8 investors · min. No minimum reported · role: Executive Officer (Executive officer of the General Partner) EDGAR ↗
  • Nov 14, 2013 · D · $1,632,544 sold of $11,113,700 · 7 investors · min. No minimum reported · role: Executive Officer (Executive officer of the General Partner) EDGAR ↗

Raised $2.35M from 30 investors (70% of the $3.36M target) as of the latest filing. Ken 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: 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.

People around Ken 7

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

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

Wayne Johnson

Executive Officer · 6 shared filings (3 issuers) · also on 10 other issuers

Wayne Johnson is on 13 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

H. Michael Schwartz

Executive Officer, Director · 6 shared filings (3 issuers) · also on 15 other issuers

H. Michael Schwartz is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael S. McClure

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

Michael S. McClure is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Paula Mathews

Executive Officer · 6 shared filings (3 issuers) · also on 5 other issuers

Paula Mathews is on 8 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

James Berg

Executive Officer · 6 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Ken Morrison. Their page shows their other deals.

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

Michael O. Terjung

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

Listed on the same filings as Ken Morrison. Their page shows their other deals.

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

John Strockis

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as Ken Morrison. Their page shows their other deals.

The team behind the deals

Sponsor group

Strategic Storage

18 issuers · 57 filings · $395M reported sold · 2009–2026

One team, 18 deal companies. Ken Morrison is listed on 3 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 Ken Morrison.

Same business address

14 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

Adviser registration (Form ADV)

None of the 3 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 Ken Morrison 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 3 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Ken Morrison is listed on: none on file. No website or social profile named in Strategic Storage Operating Partnership, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #320,941 of 374,652 in line (1,381 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 (Ladera Ranch, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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