PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:52 AM ET

Sponsor Check › Person

MC

MARK D. CARLSON

Named as an officer, director or promoter on SEC Form D filings · CA · Jul 5, 2011 → Jan 17, 2024

29deals (issuers)
$4.97Breported sold
2,873investors
41Form D filings
2011–2024years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:24 AM ET · SEC enforcement last checked: not yet

The short version

MARK D. CARLSON is listed as an executive officer and director on 41 SEC Form D filings by 29 issuers between Jul 2011 and Jan 2026. Largest by amount reported sold: SMART MARKETS FUND, L.P. (San Francisco, CA — pooled investment fund — 2011–2023; $4.46B reported sold to 105 investors), Stockbridge Value Fund III, LP (San Francisco, CA — pooled investment fund — 2017; $247.5M reported sold to 9 investors), STOCKBRIDGE VALUE FUND II, LP (San Francisco, CA — pooled investment fund — 2014; $184.3M reported sold to 18 investors), STOCKBRIDGE VALUE FUND, LP (San Francisco, CA — pooled investment fund — 2011; $64.8M reported sold to 4 investors), Stockbridge Value Fund III SLP, LLC (San Francisco, CA — pooled investment fund — 2017; $5M reported sold to 26 investors) and 24 more (all listed below).

What this means That is a lot of deals — 29 separate companies raised money with this person listed as executive officer and director, over about 15 years. Across those companies the filings report $4.97B sold in total.

Listed alongside DANIEL S. WEAVER (27 shared filings), SOL A. RASO (27 shared filings), TUBA MALINOWSKI (16 shared filings), James Ratner (14 shared filings), Kristin Renaudin (14 shared filings) and 18 others.

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

All 29 issuers belong to the sponsor group Stockbridge (66 issuers, $13.3B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Stockbridge has 66 companies on file and $13.3B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), state securities regulators (AZ, CA, DE, TX, WA) — 4 bankruptcy cases matching the name listed in Key records below. Not yet searched: SEC enforcement releases (search queued; results are added automatically).

What this means 4 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

What the community is saying

Nothing found on Reddit, BiggerPockets or community forums for high-net-worth investors (searched Oct 24, 2026) — search queued; this line updates when it has run.

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:24 AM ET.

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

Not yet searched — search queued

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. — 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.

SEC search queued. Results are added automatically.

3. Bankruptcies

4 cases: 4 closed (disposition not in docket feed)

Mark Carlson, Jr closed
United States Bankruptcy Court, C.D. California · No. 8:22-bk-11764 · Filed Oct 17, 2022 · Closed Feb 24, 2023
Role of Mark Carlson, Jr: Debtor · Outcome: Case closed 2023-02-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 108 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)
Mark Carlson and Patricia Carlson closed
United States Bankruptcy Court, E.D. California · No. 99-35294 · Filed Nov 19, 1999 · Closed Mar 14, 2000
Role of Mark Carlson and Patricia Carlson: Debtor · Outcome: Case closed 2000-03-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 108 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Mark R Carlson closed
United States Bankruptcy Court, C.D. California · No. 2:98-bk-45021 · Filed Aug 28, 1998 · Closed Aug 6, 2002
Role of Mark R Carlson: Debtor · Outcome: Case closed 2002-08-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 108 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Mark A. Carlson and Jennifer L. Carlson closed
United States Bankruptcy Court, C.D. California · No. 8:96-bk-16677 · Filed Jun 7, 1996 · Closed Jan 9, 1997
Role of Mark A. Carlson and Jennifer L. Carlson: Debtor · Outcome: Case closed 1997-01-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 108 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:24 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 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

Not made for individual people — comparisons cover issuers and sponsor groups

5. Money to insiders

22 of 29 offerings report sales commissions totalling $137,500; 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
Jan 30, 2026 D
Southpark Commerce Center V REIT, LLC
File 021-571764
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 30, 2026 D
Skokie Commerce Center REIT, LLC
File 021-571762
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 30, 2026 D
PDCUSIF South 15 Amigo, LLC
File 021-571760
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 30, 2026 D
NP-USICIV, LLC
File 021-571757
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 30, 2026 D
Grandview I & II REIT, LLC
File 021-571753
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 30, 2026 D
Goodyear Distribution Center REIT, LLC
File 021-571751
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 30, 2026 D
Erlanger Commerce Center I & II REIT, LLC
File 021-571748
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 30, 2026 D
Cecil Distribution Center REIT, LLC
File 021-571747
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 30, 2026 D
Carlisle Distribution Center I LLC
File 021-571746
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 30, 2026 D
Airport Business Park 1-3 REIT, LLC
File 021-571745
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 29, 2026 D
18700 Ridgeland REIT, LLC
File 021-571739
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 17, 2024 D
Stockbridge Value Fund V Holdings, LLC
File 021-502658
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Sep 15, 2023 D/A
SMART MARKETS FUND, L.P.
File 021-166549
$0$0$0 (est.)N/A no CRD number reportedEDGAR ↗
Dec 17, 2021 D
NLP III Holdings, LLC
File 021-425649
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 28, 2021 D
NLP II Holdings REIT, LLC
File 021-387662
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 20, 2021 D
Stockbridge Value Fund IV Holdings, LLC
File 021-386775
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 4, 2020 D
Stockbridge NLP, LLC
File 021-359754
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 20, 2017 D
Stockbridge Value Fund III Holdings, LLC
File 021-301206
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 19, 2017 D
Smart Markets Carolinas REIT Trust
File 021-301111
$6,250 (est.)$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 19, 2017 D
Smart Markets MA REIT, LLC
File 021-301143
$6,250 (est.)$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
May 1, 2017 D
Stockbridge Value Fund III, LP
File 021-285838
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 1, 2017 D
Stockbridge Value Fund III SLP, LLC
File 021-285834
$0$0$0 (est.)None listed on this filingEDGAR ↗
Nov 17, 2014 D
Stockbridge Value Fund II Holdings, LLC
File 021-228526
$6,250 (est.)$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 11, 2014 D
STOCKBRIDGE VALUE FUND II, LP
File 021-211706
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 11, 2014 D
STOCKBRIDGE VALUE FUND II SLP, LLC
File 021-211721
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 11, 2012 D
Smart Markets Fund REIT, LLC
File 021-171548
$6,250$0$0 (est.)CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PHYLIS 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 ↗)

LORI P. MAYFIELD BrokerCheck CRD 4899271 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 9, 2012 D
Stockbridge Value Fund Holdings, LLC
File 021-171407
$6,250$0$0 (est.)CHARLES 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 ↗)

LORI P. MAYFIELD BrokerCheck CRD 4899271 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jul 5, 2011 D
STOCKBRIDGE VALUE FUND, LP
File 021-162251
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 5, 2011 D
STOCKBRIDGE VALUE FUND SLP, LLC
File 021-162253
$0$0$0 (est.)None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 29

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

GD
REITS and Finance · group: Stockbridge

Goodyear Distribution Center REIT, LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

Grandview I & II REIT, LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

AB
REITS and Finance · group: Stockbridge

Airport Business Park 1-3 REIT, LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

CD
REITS and Finance · group: Stockbridge

Cecil Distribution Center REIT, LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

CD
REITS and Finance · group: Stockbridge

Carlisle Distribution Center I LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

PS
REITS and Finance · group: Stockbridge

PDCUSIF South 15 Amigo, LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

SC
REITS and Finance · group: Stockbridge

Southpark Commerce Center V REIT, LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

NU
REITS and Finance · group: Stockbridge

NP-USICIV, LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

EC
REITS and Finance · group: Stockbridge

Erlanger Commerce Center I & II REIT, LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

SC
REITS and Finance · group: Stockbridge

Skokie Commerce Center REIT, LLC

San Francisco, CA · Jan 30, 2026
  • Jan 30, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

1R
REITS and Finance · group: Stockbridge

18700 Ridgeland REIT, LLC

San Francisco, CA · Jan 29, 2026
  • Jan 29, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

SV
REITS and Finance · group: Stockbridge

Stockbridge Value Fund V Holdings, LLC

San Francisco, CA · Jan 17, 2024
  • Jan 17, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

SM
Pooled Investment Fund · group: Stockbridge

SMART MARKETS FUND, L.P.

San Francisco, CA · Sep 29, 2011 → Sep 15, 2023 · 13 filings
  • Sep 15, 2023 · D/A · $3,283,392,322 sold of Indefinite · 98 investors · min. $500,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Sep 19, 2022 · D/A · $2,861,226,029 sold of Indefinite · 101 investors · min. $500,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Aug 17, 2021 · D/A · $2,022,830,576 sold of Indefinite · 48 investors · min. $500,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Aug 19, 2020 · D/A · $1,541,121,888 sold of Indefinite · 39 investors · min. $500,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Aug 21, 2019 · D/A · $1,486,900,000 sold of Indefinite · 29 investors · min. $500,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Aug 22, 2018 · D/A · $1,362,800,000 sold of Indefinite · 26 investors · min. $500,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Aug 28, 2017 · D/A · $1,127,100,000 sold of Indefinite · 17 investors · min. $500,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Aug 30, 2016 · D/A · $1,095,300,000 sold of Indefinite · 15 investors · min. $1,000,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Sep 17, 2015 · D/A · $945,300,000 sold of Indefinite · 11 investors · min. $1,000,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Sep 18, 2014 · D/A · $822,800,000 sold of Indefinite · 11 investors · min. $1,000,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Sep 20, 2013 · D/A · $472,500,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Sep 25, 2012 · D/A · $170,000,000 sold of Indefinite · 3 investors · min. $5,000,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Sep 29, 2011 · D · $100,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗

Raised $4.46B from 105 investors as of the latest filing. Mark is listed as executive officer on 13 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.

NH
REITS and Finance · group: Stockbridge

NLP III Holdings, LLC

San Francisco, CA · Dec 17, 2021
  • Dec 17, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Managing Director) EDGAR ↗

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

NH
REITS and Finance · group: Stockbridge

NLP II Holdings REIT, LLC

San Francisco, CA · Jan 28, 2021
  • Jan 28, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

SV
REITS and Finance · group: Stockbridge

Stockbridge Value Fund IV Holdings, LLC

San Francisco, CA · Jan 20, 2021
  • Jan 20, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

SN
REITS and Finance · group: Stockbridge

Stockbridge NLP, LLC

San Francisco, CA · Feb 4, 2020
  • Feb 4, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

SV
REITS and Finance · group: Stockbridge

Stockbridge Value Fund III Holdings, LLC

San Francisco, CA · Dec 20, 2017
  • Dec 20, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

SM
REITS and Finance · group: Stockbridge

Smart Markets MA REIT, LLC

San Francisco, CA · Dec 19, 2017
  • Dec 19, 2017 · D · $123,000 sold of $125,000 · 123 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $123K from 123 investors (98% of the $125K target) as of the latest filing. Mark 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.

SM
REITS and Finance · group: Stockbridge

Smart Markets Carolinas REIT Trust

San Francisco, CA · Dec 19, 2017
  • Dec 19, 2017 · D · $123,000 sold of $125,000 · 123 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $123K from 123 investors (98% of the $125K target) as of the latest filing. Mark 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.

SV
Pooled Investment Fund · group: Stockbridge

Stockbridge Value Fund III, LP

San Francisco, CA · May 1, 2017
  • May 1, 2017 · D · $247,500,000 sold of $500,000,000 · 9 investors · min. $2,500,000 · role: Executive Officer (Vice President of Stockbridge Value Fund Partners III, LLC, the general partner of the Issuer) EDGAR ↗

Raised $247.5M from 9 investors (50% of the $500M target) as of the latest filing. Mark 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.

SV
Pooled Investment Fund · group: Stockbridge

Stockbridge Value Fund III SLP, LLC

San Francisco, CA · May 1, 2017
  • May 1, 2017 · D · $5,000,000 sold of $5,000,000 · 26 investors · min. $50,000 · role: Executive Officer (Managing Director of Core and Value Advisors, LLC, the managing member of the Issuer) EDGAR ↗

Raised $5M from 26 investors (100% of the $5M target) as of the latest filing. Mark 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.

SV
REITS and Finance · group: Stockbridge

Stockbridge Value Fund II Holdings, LLC

San Francisco, CA · Nov 17, 2014
  • Nov 17, 2014 · D · $64,000 sold of $125,000 · 64 investors · min. $1,000 · role: Executive Officer (Vice President of Stockbridge Value Fund Partners II, LLC, the General Partner of the Issuer) EDGAR ↗

Raised $64K from 64 investors (51% of the $125K target) as of the latest filing. Mark 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.

SV
Pooled Investment Fund · group: Stockbridge

STOCKBRIDGE VALUE FUND II SLP, LLC

San Francisco, CA · Feb 11, 2014
  • Feb 11, 2014 · D · $4,250,000 sold of $5,000,000 · 14 investors · min. No minimum reported · role: Executive Officer (Managing Director of Core and Value Advisors, LLC, the Managing Member of the Issuer) EDGAR ↗

Raised $4.25M from 14 investors (85% of the $5M target) as of the latest filing. Mark 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.

SV
Pooled Investment Fund · group: Stockbridge

STOCKBRIDGE VALUE FUND II, LP

San Francisco, CA · Feb 11, 2014
  • Feb 11, 2014 · D · $184,250,000 sold of $500,000,000 · 18 investors · min. $5,000,000 · role: Executive Officer (VICE PRESIDENT OF STOCKBRIDGE VALUE FUND PARTNERS II, LLC THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗

Raised $184.3M from 18 investors (37% of the $500M target) as of the latest filing. Mark 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.

SM
REITS and Finance · group: Stockbridge

Smart Markets Fund REIT, LLC

San Francisco, CA · Jan 11, 2012
  • Jan 11, 2012 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (VICE PRESIDENT OF CVA SMART MARKETS, LLC, THE GENERAL PARTNER OF SMART MARKETS FUND, L.P, THE MANAGING MEMBER OF THE ISSUER) EDGAR ↗

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

SV
REITS and Finance · group: Stockbridge

Stockbridge Value Fund Holdings, LLC

San Francisco, CA · Jan 9, 2012
  • Jan 9, 2012 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (VICE PRESIDENT OF STOCKBRIDGE VALUE FUND PARTNERS, LLC, THE GENERAL PARTNER OF STOCKBRIDGE VALUE FUND, LP, THE MANAGING MEMBER OF THE ISSUER) EDGAR ↗

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

SV
Pooled Investment Fund · group: Stockbridge

STOCKBRIDGE VALUE FUND SLP, LLC

San Francisco, CA · Jul 5, 2011
  • Jul 5, 2011 · D · $5,000,000 sold of $5,000,000 · 12 investors · min. $100,000 · role: Executive Officer (MANAGING DIRECTOR OF CORE AND VALUE ADVISORS, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $5M from 12 investors (100% of the $5M target) as of the latest filing. Mark 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.

SV
Pooled Investment Fund · group: Stockbridge

STOCKBRIDGE VALUE FUND, LP

San Francisco, CA · Jul 5, 2011
  • Jul 5, 2011 · D · $64,770,000 sold of $400,000,000 · 4 investors · min. $5,000,000 · role: Executive Officer (VICE PRESIDENT OF STOCKBRIDGE VALUE FUND PARTNERS, LLC, THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗

Raised $64.8M from 4 investors (16% of the $400M target) as of the latest filing. Mark 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.

Other pages with the same name (2)

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

  • Mark Carlson — MD, 1 issuer, Jun 13, 2014 → Jun 13, 2014 · no shared issuer
  • Mark Carlson — AZ, 1 issuer, Aug 13, 2014 → Feb 8, 2016 · no shared issuer

People around Mark 23

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

SR
Person

SOL A. RASO

Executive Officer, Director · 27 shared filings (15 issuers) · also on 5 other issuers

SOL A. RASO is on 20 issuers in total — a repeat sponsor. Their page lists every one.

DW
Person

DANIEL S. WEAVER

Executive Officer · 27 shared filings (15 issuers) · also on 3 other issuers

DANIEL S. WEAVER is on 18 issuers in total — a repeat sponsor. Their page lists every one.

TM
Person

TUBA MALINOWSKI

Executive Officer, Director · 16 shared filings (4 issuers) · also on 5 other issuers

TUBA MALINOWSKI is on 9 issuers in total — a repeat sponsor. Their page lists every one.

NS
Person

Nicole Stagnaro

Executive Officer · 14 shared filings (14 issuers) · also on 7 other issuers

Nicole Stagnaro is on 21 issuers in total — a repeat sponsor. Their page lists every one.

TF
Person

Terrence E. Fancher

Executive Officer, Director · 14 shared filings (14 issuers) · also on 11 other issuers

Terrence E. Fancher is on 25 issuers in total — a repeat sponsor. Their page lists every one.

SK
Person

Seth Kemper

Executive Officer · 14 shared filings (14 issuers) · also on 10 other issuers

Seth Kemper is on 24 issuers in total — a repeat sponsor. Their page lists every one.

KR
Person

Kristin Renaudin

Executive Officer, Director · 14 shared filings (14 issuers) · also on 10 other issuers

Kristin Renaudin is on 24 issuers in total — a repeat sponsor. Their page lists every one.

SS
Person

STEPHEN M. STEPPE

Executive Officer · 14 shared filings (8 issuers) · also on 1 other issuer

STEPHEN M. STEPPE is on 9 issuers in total — a repeat sponsor. Their page lists every one.

JR
Person

James Ratner

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

James Ratner is on 20 issuers in total — a repeat sponsor. Their page lists every one.

MJ
Person

Matt Jerry

Executive Officer · 14 shared filings (14 issuers)

Matt Jerry is on 14 issuers in total — a repeat sponsor. Their page lists every one.

DP
Person

David Park

Director · 11 shared filings (11 issuers) · also on 69 other issuers

David Park is on 80 issuers in total — a repeat sponsor. Their page lists every one.

DS
Person

Douglas D. Sturiale

Executive Officer · 10 shared filings (10 issuers) · also on 8 other issuers

Douglas D. Sturiale is on 18 issuers in total — a repeat sponsor. Their page lists every one.

BS
Person

Breanna Staggs

Executive Officer · 5 shared filings (5 issuers) · also on 13 other issuers

Breanna Staggs is on 18 issuers in total — a repeat sponsor. Their page lists every one.

DN
Person

David Nix

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Mark D. Carlson. Their page shows their other deals.

GH
Person

Gary Hunter

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Mark D. Carlson. Their page shows their other deals.

AJ
Person

Albert J. Jehle

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

Listed on the same filings as Mark D. Carlson. Their page shows their other deals.

BB
Person

Brian Bill

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Mark D. Carlson. Their page shows their other deals.

EK
Person

Elizabeth Kirley

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Mark D. Carlson. Their page shows their other deals.

TJ
Person

Thomas Mac Johnson

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

Listed on the same filings as Mark D. Carlson. Their page shows their other deals.

CK
Person

Charlene Kiley

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

Listed on the same filings as Mark D. Carlson. Their page shows their other deals.

DS
Person

Douglas Sturial

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark D. Carlson. Their page shows their other deals.

EW
Person

Elisabeth Whistler

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark D. Carlson. Their page shows their other deals.

The team behind the deals

S
Sponsor group

Stockbridge

66 issuers · 111 filings · $13.3B reported sold · 2009–2026

One team, 66 deal companies. Mark D. Carlson is listed on 29 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 MARK D. CARLSON.

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)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

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.

Look further

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

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Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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