PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:15 AM ET

Sponsor Check › Person

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

Lee Levy

Named as an officer, director or promoter on SEC Form D filings · NY · Feb 13, 2018 → Apr 1, 2024

47deals (issuers)
$5.04Breported sold
4,757investors
56Form D filings
2018–2024years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:41 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Lee Levy is listed as an executive officer on 56 SEC Form D filings by 47 issuers between Feb 2018 and Apr 2024. Largest by amount reported sold: West Street Real Estate Credit Partners IV, L.P. (New York, NY — pooled investment fund — 2021–2024; $1.25B reported sold to 381 investors), Broad Street Senior Credit Partners II, L.P. (New York, NY — pooled investment fund — 2019; $1.07B reported sold to 910 investors), 1869 Private Opportunities Partners I, LP (New York, NY — pooled investment fund — 2022; $597.9M reported sold to 443 investors), West Street Real Estate Investment Partners (I), L.P. (New York, NY — pooled investment fund — 2021; $500M reported sold to 1 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 42 more (all listed below).

What this means That is a lot of deals — 47 separate companies raised money with this person listed as executive officer, over about 6 years. Across those companies the filings report $5.04B sold in total.

Listed alongside Christopher Monroe (56 shared filings), Clayton Wilmer (56 shared filings), Laurie E. Schmidt (56 shared filings), Michael Watts (56 shared filings), Richard A. Friedman (56 shared filings) and 170 others.

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

All 47 issuers belong to the sponsor group Goldman Sachs (463 issuers, $168.32B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Goldman Sachs has 463 companies on file and $168.32B 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 (AZ, CA, DE, TX, WA) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record 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 56 public filings for Lee Levy and found 4 differences: 24 Form Ds were filed more than 15 days after the first sale; 13 offerings have no amendment in the last 12 months and may still be open; 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 Lee Levy has not run yet — it is joining a line of 10,880 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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, 2:41 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: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

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

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

LEE F LEVY and RONI ANN LEVY closed
United States Bankruptcy Court, D. Nevada · No. 07-12597 · Filed May 5, 2007 · Closed Dec 27, 2010
Role of LEE F LEVY and RONI ANN LEVY: Debtor · Outcome: Case closed 2010-12-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in NV (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, 2:41 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

4 differences found between the filings for Lee Levy (compared the newest 50 of 56 filings on Oct 24, 2026; older filings not covered)

Note · Dec 17, 2020 – Jan 18, 2023

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

Form D filed 44 days after the first sale — Central Logistics Park REIT, LLC · Form D filed 44 days after the first sale — Austin Tuscany REIT, LLC · Form D filed 44 days after the first sale — Eastmark REIT, LLC · Form D filed 44 days after the first sale — Frisco Logistics Center TX REIT, LLC · Form D filed 44 days after the first sale — Lake Park REIT, LLC · and 19 more

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 18, 2023 ↗Central Logistics Park REIT, LLC — PartnerFacts page ↗Form D · Jan 18, 2023 ↗Austin Tuscany REIT, LLC — PartnerFacts page ↗
Sources
Note · Nov 28, 2018 – Apr 1, 2024

13 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 — West Street Real Estate Credit Partners IV, L.P. (latest filing Apr 1, 2024) · No amendment in the last 12 months on an offering that may still be open — REVA Buckeye REIT, LLC (latest filing Nov 16, 2023) · No amendment in the last 12 months on an offering that may still be open — Old Dowd REIT, LLC (latest filing Nov 16, 2023) · 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) · and 8 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/A · Apr 1, 2024 ↗West Street Real Estate Credit Partners IV, L.P. — PartnerFacts page ↗Form D · Nov 16, 2023 ↗REVA Buckeye REIT, LLC — PartnerFacts page ↗
Sources
Note · Apr 5, 2019 – May 3, 2022

Lee Levy is written 2 different ways on the filings

listed as "Lee Levy" on 48 filings (from Apr 5, 2019), and "Lee H. Levy" 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/A · Apr 5, 2019 ↗Form D · May 3, 2022 ↗Lee Levy — PartnerFacts page ↗
Sources
Note · Mar 24, 2010

Same name, different state: "Lee Levy" (CA) is a separate record

This page covers filings where the address state is NY. A separate record, "Lee Levy" with address state CA, is listed on 1 filing — most recently by CANID FUND I LP (Mar 24, 2010). The two records do not overlap in time: this page runs Feb 13, 2018 to Apr 1, 2024; the other has one filing dated Mar 24, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Lee Levy (CA) — PartnerFacts page ↗Form D/A · Mar 24, 2010 ↗CANID FUND I LP — PartnerFacts page ↗Lee Levy (NY) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 56 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

26 of 49 offerings report sales commissions totalling $1,435,070; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 1, 2024 D/A
West Street Real Estate Credit Partners IV, L.P.
File 021-425535
$1,279,670 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗		EDGAR ↗
Nov 16, 2023 D
Old Dowd REIT, LLC
File 021-497470
$6,250$0$0Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles B. Harrison BrokerCheck CRD 3071551 ↗
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 ↗)
EDGAR ↗
Nov 16, 2023 D
REVA Buckeye REIT, LLC
File 021-497482
$6,250$0$0Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles B. Harrison BrokerCheck CRD 3071551 ↗
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 ↗)
EDGAR ↗
Oct 4, 2023 D
West Street U.S. Housing Partners LP
File 021-493828
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 22, 2023 D
Broad Street RE Hub Partners, L.P.
File 021-492864
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 27, 2023 D
WSRECP IV Offshore US Origination Holding REIT, L.L.C.
File 021-472028
$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 ↗)
EDGAR ↗
Jan 27, 2023 D
WSRECP IV Onshore Holding REIT, L.L.C.
File 021-472034
$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 ↗)
EDGAR ↗
Jan 20, 2023 D
Greenville Investor REIT I, LLC
File 021-471285
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
SunPort REIT II, LLC
File 021-471083
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
SunPort REIT, LLC
File 021-471082
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Palm Beach Airport REIT, LLC
File 021-471077
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Old Augusta Vertical III REIT, LLC
File 021-471076
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Old Augusta Vertical II REIT, LLC
File 021-471075
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Old Augusta Vertical I REIT, LLC
File 021-471074
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
OACC Land Venture REIT, LLC
File 021-471072
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Northern Parkway REIT, LLC
File 021-471070
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
North Dade REIT, LLC
File 021-471069
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Nashville Airport East REIT, LLC
File 021-471068
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Mesquite III REIT, LLC
File 021-471067
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Mesquite Airport REIT, LLC
File 021-471066
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Manor Downs REIT, LLC
File 021-471065
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Lake Park REIT, LLC
File 021-471062
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Frisco Logistics Center TX REIT, LLC
File 021-471061
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Eastmark REIT, LLC
File 021-471060
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Austin Tuscany REIT, LLC
File 021-471055
$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 ↗)
EDGAR ↗
Jan 18, 2023 D
Central Logistics Park REIT, LLC
File 021-471059
$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 ↗)
EDGAR ↗
Nov 1, 2022 D
Broad Street RE Hub Partners, L.P.
File 021-463450
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗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 ↗
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 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 ↗
Mar 22, 2021 D
West Street Real Estate Investment Partners (I), L.P.
File 021-393074
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 14, 2021 D
West Street REIP Co-Investment Onshore Fund I, L.P.
File 021-386331
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 2, 2020 D
Riverstone Investments Employee, L.P.
File 021-364223
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 10, 2020 D/A
StoneBridge 2020, L.P.
File 021-359919
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 5, 2019 D/A
Broad Street Senior Credit Partners II, L.P.
File 021-327584
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Feb 4, 2019 D
StoneBridge 2019, L.P.
File 021-332099
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Feb 4, 2019 D
StoneBridge 2019 Offshore, L.P.
File 021-332100
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Feb 4, 2019 D
Broad Street Senior Credit Partners II Employee Fund, L.P.
File 021-332101
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 18, 2019 D
BSRECP III Onshore Holding REIT, L.L.C.
File 021-330883
$5,400$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗EDGAR ↗
Feb 13, 2018 D
StoneBridge 2018, L.P.
File 021-305547
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Feb 13, 2018 D
StoneBridge 2018 Offshore, L.P.
File 021-305548
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗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 47

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

WS
Pooled Investment Fund · group: Goldman Sachs

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

New York, NY · Dec 17, 2021 → Apr 1, 2024 · 5 filings
  • Apr 1, 2024 · D/A · $1,245,595,000 sold of Indefinite · 381 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗
  • Jan 10, 2024 · D/A · $1,214,095,000 sold of Indefinite · 317 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗
  • Dec 15, 2023 · D/A · $1,195,370,000 sold of Indefinite · 297 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗
  • Dec 16, 2022 · D/A · $698,760,000 sold of Indefinite · 281 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗
  • 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. Lee is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

RB
REITS and Finance · group: Goldman Sachs

REVA Buckeye REIT, LLC

New York, NY · Nov 16, 2023
  • Nov 16, 2023 · D · $35,000 sold of $125,000 · 35 investors · min. $1,000 · role: Executive Officer (Vice President) EDGAR ↗

Raised $35K from 35 investors (28% of the $125K target) as of the latest filing. Lee 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.

OD
REITS and Finance · group: Goldman Sachs

Old Dowd REIT, LLC

New York, NY · Nov 16, 2023
  • Nov 16, 2023 · D · $35,000 sold of $125,000 · 35 investors · min. $1,000 · role: Executive Officer (Vice President) EDGAR ↗

Raised $35K from 35 investors (28% of the $125K target) as of the latest filing. Lee 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.

WS
Pooled Investment Fund · group: Goldman Sachs

West Street U.S. Housing Partners LP

New York, NY · Oct 4, 2023
  • Oct 4, 2023 · D · $205,175,195 sold of $205,175,195 · 4 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $205.2M from 4 investors (100% of the $205.2M target) as of the latest filing. Lee 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 Hub Partners, L.P.

New York, NY · Sep 20, 2021 → Sep 22, 2023 · 3 filings
  • Sep 22, 2023 · D · $36,095,552 sold of $36,095,552 · 2 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗
  • Nov 1, 2022 · D · $10,000,000 sold of $10,000,000 · 1 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗
  • 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 $36.1M target) as of the latest filing. Lee is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

WO
REITS and Finance · group: Goldman Sachs

WSRECP IV Onshore Holding REIT, L.L.C.

New York, NY · Jan 27, 2023
  • Jan 27, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of the Issuer) EDGAR ↗

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

WO
REITS and Finance · group: Goldman Sachs

WSRECP IV Offshore US Origination Holding REIT, L.L.C.

New York, NY · Jan 27, 2023
  • Jan 27, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of the Issuer) EDGAR ↗

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

GI
REITS and Finance · group: Goldman Sachs

Greenville Investor REIT I, LLC

New York, NY · Jan 20, 2023
  • Jan 20, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

SR
REITS and Finance · group: Goldman Sachs

SunPort REIT II, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

SR
REITS and Finance · group: Goldman Sachs

SunPort REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

PB
REITS and Finance · group: Goldman Sachs

Palm Beach Airport REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

OA
REITS and Finance · group: Goldman Sachs

Old Augusta Vertical III REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

OA
REITS and Finance · group: Goldman Sachs

Old Augusta Vertical II REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

OA
REITS and Finance · group: Goldman Sachs

Old Augusta Vertical I REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

OL
REITS and Finance · group: Goldman Sachs

OACC Land Venture REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

NP
REITS and Finance · group: Goldman Sachs

Northern Parkway REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

ND
REITS and Finance · group: Goldman Sachs

North Dade REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

NA
REITS and Finance · group: Goldman Sachs

Nashville Airport East REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

MR
REITS and Finance · group: Goldman Sachs

Mesquite III REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

MA
REITS and Finance · group: Goldman Sachs

Mesquite Airport REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

MD
REITS and Finance · group: Goldman Sachs

Manor Downs REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

LP
REITS and Finance · group: Goldman Sachs

Lake Park REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

FL
REITS and Finance · group: Goldman Sachs

Frisco Logistics Center TX REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

Eastmark REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

CL
REITS and Finance · group: Goldman Sachs

Central Logistics Park REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

AT
REITS and Finance · group: Goldman Sachs

Austin Tuscany REIT, LLC

New York, NY · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

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. Lee 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. Lee 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
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. Lee 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. Lee 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, 2021 → Jan 4, 2022 · 2 filings
  • 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 ↗
  • Jan 4, 2021 · D · $151,500,000 sold of Indefinite · 3 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. Lee 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.

WS
Pooled Investment Fund · group: Goldman Sachs

West Street Real Estate Investment Partners, L.P.

New York, NY · Jan 4, 2021 → Jan 4, 2022 · 2 filings
  • 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 ↗
  • Jan 4, 2021 · D · $241,750,000 sold of Indefinite · 35 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. Lee 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.

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. Lee 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. Lee 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. Lee 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. Lee 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 (I), L.P.

New York, NY · Mar 22, 2021
  • Mar 22, 2021 · D · $500,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $500M from 1 investor as of the latest filing. Lee 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 REIP Co-Investment Onshore Fund I, L.P.

New York, NY · Jan 14, 2021
  • Jan 14, 2021 · D · $125,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

Raised $125M from 2 investors as of the latest filing. Lee 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.

RI
Pooled Investment Fund · group: Goldman Sachs

Riverstone Investments Employee, L.P.

New York, NY · Apr 2, 2020
  • Apr 2, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Lee 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.

S2
Pooled Investment Fund · group: Goldman Sachs

StoneBridge 2020, L.P.

New York, NY · Feb 6, 2020 → Mar 10, 2020 · 2 filings
  • Mar 10, 2020 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗
  • Feb 6, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

BS
Pooled Investment Fund · group: Goldman Sachs

Broad Street Senior Credit Partners II, L.P.

New York, NY · Apr 5, 2019
  • Apr 5, 2019 · D/A · $1,070,135,000 sold of Indefinite · 910 investors · min. No minimum reported · role: Executive Officer (Vice President of the General Partner of the Issuer) EDGAR ↗

Raised $1.07B from 910 investors as of the latest filing. Lee 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 Senior Credit Partners II Employee Fund, L.P.

New York, NY · Feb 4, 2019
  • Feb 4, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Lee 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.

S2
Pooled Investment Fund · group: Goldman Sachs

StoneBridge 2019 Offshore, L.P.

New York, NY · Feb 4, 2019
  • Feb 4, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Lee 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.

S2
Pooled Investment Fund · group: Goldman Sachs

StoneBridge 2019, L.P.

New York, NY · Feb 4, 2019
  • Feb 4, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Lee 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.

BO
Pooled Investment Fund · group: Goldman Sachs

BSRECP III Onshore Holding REIT, L.L.C.

New York, NY · Jan 18, 2019
  • Jan 18, 2019 · D · $108,000 sold of Indefinite · 108 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $108K from 108 investors as of the latest filing. Lee 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.

S2
Pooled Investment Fund · group: Goldman Sachs

StoneBridge 2018 Offshore, L.P.

New York, NY · Feb 13, 2018
  • Feb 13, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Lee 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.

S2
Pooled Investment Fund · group: Goldman Sachs

StoneBridge 2018, L.P.

New York, NY · Feb 13, 2018
  • Feb 13, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the Issuer's General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Lee 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.

Other pages with the same name (1)

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

  • Lee Levy — CA, 1 issuer, Mar 24, 2010 → Mar 24, 2010 · no shared issuer

People around Lee 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.

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

Laurie E. Schmidt

Executive Officer, Director · 56 shared filings (47 issuers) · also on 129 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 · 56 shared filings (47 issuers) · also on 134 other issuers

Richard A. Friedman is on 181 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 · 56 shared filings (47 issuers) · also on 104 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 · 56 shared filings (47 issuers) · also on 36 other issuers

Michael Watts is on 83 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 · 56 shared filings (47 issuers) · also on 93 other issuers

Scott Kilpatrick is on 140 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 · 56 shared filings (47 issuers) · also on 16 other issuers

Christopher Monroe is on 63 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 · 55 shared filings (46 issuers) · also on 88 other issuers

William Y. Eng is on 134 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 · 55 shared filings (47 issuers) · also on 3 other issuers

Alexander Cheek is on 50 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 · 49 shared filings (44 issuers) · also on 14 other issuers

Kyle Kendall is on 58 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 · 47 shared filings (42 issuers) · also on 109 other issuers

David Thomas is on 151 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 · 47 shared filings (42 issuers) · also on 45 other issuers

Alan S. Kava is on 87 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 · 47 shared filings (44 issuers) · also on 42 other issuers

Jeffrey M. Fine is on 86 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 · 45 shared filings (39 issuers) · also on 42 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 · 45 shared filings (39 issuers) · also on 40 other issuers

Daniel Farrar is on 79 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 · 43 shared filings (37 issuers) · also on 18 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 · 42 shared filings (36 issuers) · also on 3 other issuers

Andrew White is on 39 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 · 41 shared filings (36 issuers) · also on 5 other issuers

Kirsten Frivold Imohiosen is on 41 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 · 40 shared filings (37 issuers) · also on 37 other issuers

Harvey Shapiro is on 74 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 · 39 shared filings (34 issuers) · also on 9 other issuers

Getty Chin is on 43 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 · 38 shared filings (33 issuers) · also on 15 other issuers

Dirk Degenaars is on 48 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 · 38 shared filings (33 issuers) · also on 4 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 · 38 shared filings (33 issuers) · also on 3 other issuers

Sherry Wang is on 36 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 · 38 shared filings (33 issuers) · also on 3 other issuers

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

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

Larry Kleinman

Executive Officer · 38 shared filings (33 issuers) · also on 3 other issuers

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

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

Katherine Bloom

Executive Officer · 38 shared filings (33 issuers) · also on 5 other issuers

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

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

Christopher Nelson

Executive Officer · 38 shared filings (33 issuers) · also on 3 other issuers

Christopher Nelson is on 36 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 · 37 shared filings (34 issuers) · also on 7 other issuers

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

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

David Bell

Executive Officer · 35 shared filings (30 issuers) · also on 17 other issuers

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

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

Gaurav Seth

Executive Officer · 33 shared filings (32 issuers) · also on 6 other issuers

Gaurav Seth is on 38 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 · 31 shared filings (30 issuers)

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

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

Ryan Kaplan

Executive Officer · 30 shared filings (26 issuers) · also on 2 other issuers

Ryan Kaplan is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

Nora Creedon

Executive Officer · 29 shared filings (25 issuers) · also on 7 other issuers

Nora Creedon is on 32 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 · 27 shared filings (27 issuers) · also on 5 other issuers

Charles Cognata is on 32 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 · 27 shared filings (27 issuers)

Andrea Gift is on 27 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 · 23 shared filings (20 issuers) · also on 14 other issuers

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

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

Martha Kelley

Executive Officer · 23 shared filings (23 issuers)

Martha Kelley is on 23 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

Cris Zertuche Wong

Executive Officer · 20 shared filings (20 issuers)

Cris Zertuche Wong is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

Susan Hodgkinson

Executive Officer, Director · 17 shared filings (16 issuers) · also on 64 other issuers

Susan Hodgkinson is on 80 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. Lee Levy is listed on 47 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 Lee Levy.

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

None of the 47 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 Lee Levy 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 47 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Lee Levy is listed on: none on file. No website or social profile named in Broad Street Senior Credit Partners II, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #238,086 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (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) ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Lee Levy appears on a new Form D, or when a court case or SEC action is matched to them. See plans →