PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:36 AM ET

Sponsor Check › Person

MJ
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Mark R. Jarrell

Named as an officer, director or promoter on SEC Form D filings · NY · Jul 28, 2017 → Nov 21, 2022

6deals (issuers)
$1.13Breported sold
341investors
8Form D filings
2017–2022years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:39 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Mark R. Jarrell is listed as an executive officer and director on 8 SEC Form D filings by 6 issuers between Jul 2017 and Nov 2022. Largest by amount reported sold: Greystone Senior Debt Fund LP (New York, NY — pooled investment fund — 2018–2022; $980.8M reported sold to 11 investors), Greystone SDOF Preferred Equity LLC (New York, NY — pooled investment fund — 2022; $150M reported sold to 69 investors), Greystone Employee Investments LP (New York, NY — pooled investment fund — 2021; $1.58M reported sold to 11 investors), Greystone Bridge Loan REIT 2019-FL2 LLC (New York, NY — reits and finance — 2019; $125K reported sold to 125 investors), Greystone Senior Debt Opportunity REIT Fund (B) LLC (New York, NY — reits and finance — 2019; $125K reported sold to 125 investors) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer and director, over about 5 years. Across those companies the filings report $1.13B sold in total.

Listed alongside Jeffrey Baevsky (6 shared filings), Greystone Senior Debt Associates LLC (4 shared filings, management entity), Curtis Pollock (2 shared filings), Lisa Schwartz (2 shared filings), Arthur Hatzopoulos (1 shared filing) and 10 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 6 issuers belong to the sponsor group Monticelloam Funding (68 issuers, $3.18B reported sold, 2015–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Monticelloam Funding has 68 companies on file and $3.18B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 court case matching the name, 9 bankruptcy cases matching the name listed in Key records below.

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

We compared 8 public filings for Mark R. Jarrell and found 8 differences, 1 worth asking the sponsor about: Mark R. Jarrell is no longer listed on the Nov 22, 2023 amendment; 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 Mark R. Jarrell has not run yet — it is joining a line of 57,392 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

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

Jarrell, Mark v. Soo Line Railroad Company closed
District Court, W.D. Wisconsin · No. 3:21-cv-00162 · Filed Mar 11, 2021 · Closed May 17, 2022 · Nature of suit: 330 Federal Employer's Liability · Cause: 45:51 Railways: Fed. Employer's Liability Act
Role of Jarrell, Mark: Plaintiff · Outcome: Terminated 2022-05-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in WI (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:39 AM ET.

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

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

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

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

9 cases: 9 closed (disposition not in docket feed)

Mark D Jarrell and Rosemary Jarrell closed
United States Bankruptcy Court, E.D. Kentucky · No. 16-70281 · Filed Apr 30, 2016 · Closed Sep 19, 2016
Role of Mark D Jarrell and Rosemary Jarrell: Debtor · Outcome: Case closed 2016-09-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in KY (not a filing state); middle initial differs
Mark E. Jarrell closed
United States Bankruptcy Court, E.D. Kentucky · No. 13-51316 · Filed May 22, 2013 · Closed Sep 4, 2013
Role of Mark E. Jarrell: Debtor · Outcome: Case closed 2013-09-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in KY (not a filing state); middle initial differs
Mark M. Jarrell and Lesa M. Jarrell closed
United States Bankruptcy Court, S.D. Ohio · No. 2:04-bk-60747 · Filed Jul 7, 2004 · Closed Mar 2, 2005
Role of Mark M. Jarrell and Lesa M. Jarrell: Debtor · Outcome: Case closed 2005-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in OH (not a filing state); middle initial differs
MARK A JARRELL closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:03-bk-13964 · Filed Oct 30, 2003 · Closed Apr 14, 2004
Role of MARK A JARRELL: Debtor · Outcome: Case closed 2004-04-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in TN (not a filing state); middle initial differs
Mark Jarrell closed
United States Bankruptcy Court, S.D. Georgia · No. 01-40165 · Filed Jan 19, 2001 · Closed Jul 30, 2004
Role of Mark Jarrell: Debtor · Outcome: Case closed 2004-07-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in GA (not a filing state)
Mark R Jarrell and Aimee L Jarrell closed
United States Bankruptcy Court, S.D. Ohio · No. 2:98-bk-54136 · Filed Apr 27, 1998 · Closed Sep 16, 1998
Role of Mark R Jarrell and Aimee L Jarrell: Debtor · Outcome: Case closed 1998-09-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in OH (not a filing state)
Mark E. Jarrell closed
United States Bankruptcy Court, W.D. Louisiana · No. 96-81046 · Filed Jul 25, 1996 · Closed May 12, 1997
Role of Mark E. Jarrell: Debtor · Outcome: Case closed 1997-05-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in LA (not a filing state); middle initial differs
MARK A JARRELL closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:95-bk-06094 · Filed Aug 31, 1995 · Closed Jan 25, 1996
Role of MARK A JARRELL: Debtor · Outcome: Case closed 1996-01-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in TN (not a filing state); middle initial differs
Mark Jarrell closed
United States Bankruptcy Court, W.D. Arkansas · No. 6:87-bk-16008 · Filed Jan 9, 1987 · Closed Apr 23, 1990
Role of Mark Jarrell: Debtor · Outcome: Case closed 1990-04-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 19 federal dockets); court in AR (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, 2:39 AM ET.

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

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

4. Differences between public sources

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

8 differences found between the filings for Mark R. Jarrell — 1 worth asking about (compared 8 filings on Oct 24, 2026)

Note · Jul 28, 2017

Mark R. Jarrell appears on 1 deal that stopped filing before reaching its target

Greystone Mezzanine Fund, LP (last filing Jul 28, 2017; $0 sold of $50,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Greystone Mezzanine Fund, LP — PartnerFacts page ↗
Sources
Note · Oct 1, 2022 – Nov 21, 2022

Form D filed 51 days after the first sale — Greystone Senior Debt Fund LP

The filing says the first sale was Oct 1, 2022. The Form D was filed Nov 21, 2022 — 51 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 36 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Nov 21, 2022 ↗Greystone Senior Debt Fund LP — PartnerFacts page ↗
Sources
Note · Jul 5, 2017 – Jul 28, 2017

Form D filed 23 days after the first sale — Greystone Mezzanine Fund, LP

The filing says the first sale was Jul 5, 2017. The Form D was filed Jul 28, 2017 — 23 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 8 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jul 28, 2017 ↗Greystone Mezzanine Fund, LP — PartnerFacts page ↗
Sources
Note · Dec 29, 2020 – Jan 8, 2021

No amendment in the last 12 months on an offering that may still be open — Greystone Employee Investments LP (latest filing Jan 8, 2021)

The latest filing for this offering is dated Jan 8, 2021 (first sale Dec 29, 2020). It reports $1,583,333 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D · Jan 8, 2021 ↗Greystone Employee Investments LP — PartnerFacts page ↗
Sources
Note · Mar 2, 2018 – Apr 1, 2020

No amendment in the last 12 months on an offering that may still be open — Greystone Senior Debt Fund LP (latest filing Apr 1, 2020)

The latest filing for this offering is dated Apr 1, 2020 (first sale Mar 2, 2018). It reports $533,280,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D/A · Apr 1, 2020 ↗Greystone Senior Debt Fund LP — PartnerFacts page ↗
Sources
Note · Jul 5, 2017 – Jul 28, 2017

No amendment in the last 12 months on an offering that may still be open — Greystone Mezzanine Fund, LP (latest filing Jul 28, 2017)

The latest filing for this offering is dated Jul 28, 2017 (first sale Jul 5, 2017). It reports $0 sold of $50,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D · Jul 28, 2017 ↗Greystone Mezzanine Fund, LP — PartnerFacts page ↗
Sources
Worth asking · Nov 21, 2022 – Nov 22, 2023

Mark R. Jarrell is no longer listed on the Nov 22, 2023 amendment — Greystone Senior Debt Fund LP

Mark R. Jarrell appears on the Nov 21, 2022 Form D (executive officer) but not on the Nov 22, 2023 Form D/A for the same offering.

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

Form D · Nov 21, 2022 ↗Form D/A · Nov 22, 2023 ↗Mark R. Jarrell — PartnerFacts page ↗Greystone Senior Debt Fund LP — PartnerFacts page ↗
Sources
Note · Jul 28, 2017 – Jan 11, 2019

Mark R. Jarrell is written 2 different ways on the filings

listed as "Mark R Jarrell" on 5 filings (from Jul 28, 2017), and "Mark Jarrell" on 3 filings (from Jan 11, 2019).

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 · Jul 28, 2017 ↗Form D · Jan 11, 2019 ↗Mark R. Jarrell — PartnerFacts 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. As of Oct 24, 2026.

5. Money to insiders

4 of 7 offerings report sales commissions totalling $54,737,500; 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
Nov 21, 2022 D
Greystone Senior Debt Fund LP
File 021-465499
$50,000,000 (est.)$0$0Hodes Weill Securities, LLC BrokerCheck CRD 131848 ↗EDGAR ↗
Jan 7, 2022 D
Greystone SDOF Preferred Equity LLC
File 021-428434
$4,725,000$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗EDGAR ↗
Jan 8, 2021 D
Greystone Employee Investments LP
File 021-385712
$0$0$0None listed on this filingEDGAR ↗
Apr 1, 2020 D/A
Greystone Senior Debt Fund LP
File 021-306214
$0$0$0N/A no CRD number reportedEDGAR ↗
Dec 31, 2019 D
Greystone Bridge Loan REIT 2019-FL2 LLC
File 021-356757
$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 ↗
Jan 11, 2019 D
Greystone Senior Debt Opportunity REIT Fund (B) LLC
File 021-330259
$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 ↗
Jul 28, 2017 D
Greystone Mezzanine Fund, LP
File 021-291730
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 6

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

GS
Pooled Investment Fund · group: Monticelloam Funding

Greystone Senior Debt Fund LP

New York, NY · Feb 22, 2018 → Nov 21, 2022 · 3 filings
  • Nov 21, 2022 · D · $751,235,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (President of the General Partner of the Issuer) EDGAR ↗
  • Apr 1, 2020 · D/A · $533,280,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (President of the General Partner of the Issuer) EDGAR ↗
  • Feb 22, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (President of the General Partner of the Issuer) EDGAR ↗

Raised $980.8M from 11 investors as of the latest filing. Mark 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(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.

GS
Pooled Investment Fund · group: Monticelloam Funding

Greystone SDOF Preferred Equity LLC

New York, NY · Jan 7, 2022
  • Jan 7, 2022 · D · $150,000,000 sold of $150,000,000 · 69 investors · min. $50,000 · role: Executive Officer (President) EDGAR ↗

Raised $150M from 69 investors (100% of the $150M 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.

GE
Pooled Investment Fund · group: Monticelloam Funding

Greystone Employee Investments LP

New York, NY · Jan 8, 2021
  • Jan 8, 2021 · D · $1,583,333 sold of Indefinite · 11 investors · min. No minimum reported · role: Director (Authorized Officer of the General Partner of the Issuer) EDGAR ↗

Raised $1.58M from 11 investors as of the latest filing. Mark is listed as director.

Latest filing on EDGAR ↗
Sources

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

GB
REITS and Finance · group: Monticelloam Funding

Greystone Bridge Loan REIT 2019-FL2 LLC

New York, NY · Dec 31, 2019
  • Dec 31, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (President) 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.

GS
REITS and Finance · group: Monticelloam Funding

Greystone Senior Debt Opportunity REIT Fund (B) LLC

New York, NY · Jan 11, 2019
  • Jan 11, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (President 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. "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.

GM
Pooled Investment Fund · group: Monticelloam Funding

Greystone Mezzanine Fund, LP

New York, NY · Jul 28, 2017
  • Jul 28, 2017 · D · $0 sold of $50,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet 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.

People around Mark 15

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

GM
Management entity

Greystone Mezzanine Advisors, LLC

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Mark R. Jarrell. Their page shows their other deals.

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

Jeffrey Baevsky

Executive Officer · 6 shared filings (4 issuers) · also on 2 other issuers

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

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

Curtis Pollock

Executive Officer · 2 shared filings (2 issuers) · also on 10 other issuers

Curtis Pollock is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Lisa Schwartz

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Mark R. Jarrell. Their page shows their other deals.

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

Marc Fox

Executive Officer · 1 shared filing (1 issuer) · also on 4 other issuers

Marc Fox is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

John Palmer

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

Listed on the same filings as Mark R. Jarrell. Their page shows their other deals.

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

Neil Roberson

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark R. Jarrell. Their page shows their other deals.

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

Robert Russell

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark R. Jarrell. Their page shows their other deals.

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

Arthur Hatzopoulos

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark R. Jarrell. Their page shows their other deals.

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

Stephen Rosenberg

Director · 1 shared filing (1 issuer) · also on 10 other issuers

Stephen Rosenberg is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

James O'Connell

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

Listed on the same filings as Mark R. Jarrell. Their page shows their other deals.

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

eric Welby

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark R. Jarrell. Their page shows their other deals.

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

Ross Gusler

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark R. Jarrell. Their page shows their other deals.

The team behind the deals

MF
Sponsor group

Monticelloam Funding

68 issuers · 93 filings · $3.18B reported sold · 2015–2026

One team, 68 deal companies. Mark R. Jarrell is listed on 6 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Mark R. Jarrell.

Same business address

34 other issuers file from the same address

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

None of the 6 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 Mark R. Jarrell 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 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Mark R. Jarrell is listed on: none on file. No website or social profile named in Greystone SDOF Preferred Equity LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #169,436 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗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

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