PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:54 PM ET

Sponsor Check › Person

Mark Bonapace

Related person on Form D filings · address states as listed: DC, NY · listed Jan 15, 2015 → Aug 15, 2022

8issuers
8Form D filings
2015–2022years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

Not yet searched.

Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. 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

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. — not yet searched; 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: not yet searched.

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3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. 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 are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

7 of 8 offerings report sales commissions totalling $43,750; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Aug 15, 2022 D/A
File 021-410146
$0$0$0J.P. Morgan Institutional Investments Inc. BrokerCheck CRD 102920 ↗
J.P. Morgan Securities plc no CRD number reported
JPMorgan Chase & Co. no CRD number reported
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
JPMorgan Asset Management (Europe) S.a.r.l. BrokerCheck CRD 304190 ↗
EDGAR ↗Jan 28, 2019 D
File 021-331474
$6,250$0$0Charles 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 ↗)

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Feb 11, 2016 D
File 021-257317
$6,250 (est.)$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
EDGAR ↗Feb 11, 2016 D
File 021-257330
$6,250 (est.)$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
EDGAR ↗Jan 15, 2015 D
File 021-232280
$6,250 (est.)$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
EDGAR ↗Jan 15, 2015 D
File 021-232285
$6,250 (est.)$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
EDGAR ↗Dec 13, 2013 D
File 021-207968
$6,250 (est.)$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Dec 13, 2013 D
File 021-207969
$6,250 (est.)$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

As reported by the issuer on Form D (Items 12–15), 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).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗U.S. Real Estate Mezzanine Debt Fund Feeder (Lux) SCSpDirector
Manager of the General Partner
Aug 15, 2022D/AIndefinite
similar: $155,000–$5,250,000
$29,297,4982
similar: 4–27
$10,000,000
similar: $1,000–$100,000
EDGAR ↗Terminal Logistics Sub REIT LLC
group: J P Morgan
Executive Officer, DirectorJan 28, 2019D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗500 Boylston & 222 Berkeley REIT Investor (DE) LLC
group: Opg
DirectorFeb 11, 2016D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
No minimum reported
similar: $1,000–$1,000
EDGAR ↗60 State REIT Investor (DE) LLC
group: Opg
DirectorFeb 11, 2016D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
No minimum reported
similar: $1,000–$1,000
EDGAR ↗One Memorial REIT Investor (DE) LLC
group: Opg
DirectorJan 15, 2015D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
No minimum reported
similar: $1,000–$1,000
EDGAR ↗225 Franklin REIT Investor (DE) LLC
group: Opg
DirectorJan 15, 2015D$125,000
similar: $125,000–$125,000
$125,000125
similar: 124–125
No minimum reported
similar: $1,000–$1,000
EDGAR ↗Carr Properties Subsidiary Corp
group: Carr
DirectorDec 13, 2013D$125,000
similar: $125,000–$125,000
$00
similar: 124–125
$1,000
similar: $1,000–$1,000
EDGAR ↗Carr Properties Corp
group: Carr
DirectorDec 13, 2013D$125,000
similar: $125,000–$125,000
$00
similar: 124–125
$1,000
similar: $1,000–$1,000

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 36 names on the same filings (6 management entities, 30 people)

People and management entities the issuers listed as related persons on the same Form D filings as Mark Bonapace. Source: the EDGAR rows in the table above.

  • Oxford I Asset Management USA Inc. entity — 2 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • J. P. Morgan Investment Management Inc. entity — 1 shared filing (1 issuer) · role as listed: Promoter · also listed on 114 other issuers
  • Back Bay Office Voting Joint Venture (DE) LP entity — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Promoter
  • Back Bay Office Economic Joint Venture (DE) LP entity — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Promoter
  • Boston Office Economic Joint Venture (DE) LP entity — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Promoter
  • Boston Office Voting Joint Venture (DE) LP entity — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Promoter
  • Andrea Pierce — 6 shared filings (6 issuers) · role as listed: Director
  • Andrew Trickett — 4 shared filings (4 issuers) · roles as listed: Executive Officer, Director · also listed on 12 other issuers
  • Robert Aziz — 4 shared filings (4 issuers) · role as listed: Executive Officer · also listed on 4 other issuers
  • Kevin Egan — 4 shared filings (4 issuers) · role as listed: Executive Officer · also listed on 10 other issuers
  • Elizabeth M. Murphy — 4 shared filings (4 issuers) · role as listed: Executive Officer · also listed on 8 other issuers
  • Neil Jacob — 4 shared filings (4 issuers) · roles as listed: Executive Officer, Director · also listed on 12 other issuers
  • Christopher P. Mundy — 4 shared filings (4 issuers) · role as listed: Executive Officer · also listed on 10 other issuers
  • Alysha C. Valenti — 4 shared filings (4 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • Kieran Mulroy — 4 shared filings (4 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • Christopher Lankin — 4 shared filings (4 issuers) · role as listed: Executive Officer · also listed on 10 other issuers
  • Colin Loudon — 3 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 3 other issuers
  • Iria Statiris — 3 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • Douglas Schwartz — 2 shared filings (2 issuers) · role as listed: Director · also listed on 6 other issuers
  • Oliver T. Carr, III — 2 shared filings (2 issuers) · roles as listed: Executive Officer, Director · also listed on 13 other issuers
  • Barry H. Bass — 2 shared filings (2 issuers) · roles as listed: Director, Executive Officer
  • Sara Cassidy — 2 shared filings (2 issuers) · role as listed: Director
  • Aviram Wertheim — 2 shared filings (2 issuers) · role as listed: Director · also listed on 3 other issuers
  • Moti Barzilay — 2 shared filings (2 issuers) · role as listed: Director · also listed on 6 other issuers
  • Nathan Hetz — 2 shared filings (2 issuers) · role as listed: Director · also listed on 6 other issuers
  • Rebecca Owen — 2 shared filings (2 issuers) · role as listed: Director · also listed on 1 other issuer
  • Erik Grabowski — 2 shared filings (2 issuers) · role as listed: Director
  • Steven Greenspan — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director · also listed on 49 other issuers
  • Alfred Dort — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director · also listed on 12 other issuers
  • Jean-Christophe Ehlinger — 1 shared filing (1 issuer) · role as listed: Director · also listed on 9 other issuers
  • Michael Kelly — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director · also listed on 7 other issuers
  • Chad Remis — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director · also listed on 15 other issuers
  • Stephen Eng — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Tria Statiris — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Nicholas Firth — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director
  • Mark Doherty — 1 shared filing (1 issuer) · role as listed: Director · also listed on 5 other issuers

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

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