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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:07 AM ET

Sponsor Check › Person

Matthew Davis

Related person on Form D filings · address state as listed: MA · listed Sep 28, 2018 → Apr 21, 2026

8issuers
13Form D filings
2018–2026years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 12:02 AM ET · 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

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:02 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

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.

Not yet searched.

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3. Bankruptcies

None found in sources 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, 12:02 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.

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

4 of 8 offerings report sales commissions totalling $17,423,879; 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 ↗Apr 21, 2026 D
File 021-581244
$0$0$0 (est.)
Acquisition fee of two percent (2%) of the Property purchase price which shall be paid to Manager at closing of the purchase of the Property
None listed on this filing
EDGAR ↗Jun 10, 2024 D
File 021-515543
$0$0$0None listed on this filing
EDGAR ↗Jul 17, 2023 D
File 021-487115
$0 (est.)$0 (est.)$0 (est.)
Acquisition Fee - one-time fee of One percent (1%) of the purchase price of each Property, which shall be paid to Manager at closing of the purchase of the Property
None listed on this filing
EDGAR ↗Sep 27, 2019 D/A
File 021-128688
$278,709 (est.)$0 (est.)$0
The fund charges a management fee that is described in the fund's offering documents.
Boston Partners Securities, L.L.C. BrokerCheck CRD 2998 ↗
EDGAR ↗Sep 27, 2019 D/A
File 021-117616
$5,928,189 (est.)$0 (est.)$0
The fund charges a management fee that is described in the fund's offering documents.
Boston Partners Securities, L.L.C. BrokerCheck CRD 2998 ↗
EDGAR ↗Sep 27, 2019 D/A
File 021-102257
$1,166,173 (est.)$0 (est.)$0
The fund charges a management fee that is described in the fund's offering documents.
Boston Partners Securities, L.L.C. BrokerCheck CRD 2998 ↗
EDGAR ↗Sep 27, 2019 D/A
File 021-76867
$10,050,808 (est.)$0 (est.)$0
The fund charges a management fee that is described in the fund's offering documents.
Boston Partners Securities, L.L.C. BrokerCheck CRD 2998 ↗
EDGAR ↗Sep 27, 2019 D/A
File 021-155200
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filing

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 ↗1019 MAIN, LLC
group: Mhg
Executive Officer
Manager of Manager
Apr 21, 2026D$350,000
similar: $500,000–$7,000,000
$250,0005
similar: 2–14
$25,000
similar: $5,000–$50,000
EDGAR ↗BC BELMONT, LLC
group: Mhg
Executive OfficerJun 10, 2024D$900,000
similar: $1,815,000–$10,000,000
$610,00011
similar: 7–33
$10,000
similar: $20,000–$50,000
EDGAR ↗Blue Canyon New Bedford, LLC
group: Mhg
Executive OfficerJul 17, 2023D$2,000,000
similar: $500,000–$7,000,000
$00
similar: 2–14
$50,000
similar: $5,000–$50,000
EDGAR ↗WPG Partners Opportunistic Value Fund, L.P.
group: Robeco
Executive OfficerSep 27, 2019D/AIndefinite
similar: $155,000–$5,250,000
$83,219,266108
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Alpha Blue Capital L.P.
group: Robeco
Executive OfficerSep 27, 2019D/AIndefinite
similar: $155,000–$5,250,000
$7,350,0003
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Boston Partners Long/Short Equity, L.P.
group: Robeco
Executive OfficerSep 27, 2019D/AIndefinite
similar: $155,000–$5,250,000
$82,887,21926
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗BP Transtrend Diversified Fund LLC
group: Robeco
Executive OfficerSep 27, 2019D/AIndefinite
similar: $155,000–$5,250,000
$1,539,353,050145
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Boston Partners Portfolio Trust
group: Robeco
Executive OfficerSep 27, 2019D/AIndefinite
similar: $155,000–$5,250,000
$2,040,050,684139
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Alpha Blue Capital L.P.
group: Robeco
Executive OfficerSep 28, 2018D/AIndefinite
similar: $155,000–$5,250,000
$7,350,0003
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Boston Partners Long/Short Equity, L.P.
group: Robeco
Executive OfficerSep 28, 2018D/AIndefinite
similar: $155,000–$5,250,000
$82,137,22026
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Boston Partners Portfolio Trust
group: Robeco
Executive OfficerSep 28, 2018D/AIndefinite
similar: $155,000–$5,250,000
$2,035,050,684136
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗BP Transtrend Diversified Fund LLC
group: Robeco
Executive OfficerSep 28, 2018D/AIndefinite
similar: $155,000–$5,250,000
$1,503,610,050139
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗WPG Partners Opportunistic Value Fund, L.P.
group: Robeco
Executive OfficerSep 28, 2018D/AIndefinite
similar: $155,000–$5,250,000
$83,219,266108
similar: 4–27
No minimum reported
similar: $1,000–$100,000

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: Other / 506(b) (18,678 filings); Commercial / 506(b) (6,713 filings); Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other listings under the same name

Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.

  • Matthew Davis — address state DC,VA,CO, 8 issuers, Jun 10, 2020 → Dec 29, 2023
  • Matthew P Davis — address state MA, 2 issuers, Jun 20, 2025 → Mar 26, 2026
  • Matthew T. Davis — address state TN, 1 issuer, Oct 24, 2025 → Oct 24, 2025
  • Matthew C. Davis — address state NC, 1 issuer, Sep 9, 2010 → Sep 9, 2010
  • Matthew Davis — address state DE, 1 issuer, Sep 25, 2015 → Sep 25, 2015
  • Matthew Davis — address state MI, 1 issuer, Mar 15, 2024 → Mar 15, 2024
  • Matthew Davis — address state TX, 1 issuer, Jun 23, 2026 → Jun 23, 2026
  • Matthew Davis — address state NY, 1 issuer, Mar 10, 2010 → Sep 28, 2017
  • Matthew J. Davis — address state NY, 1 issuer, Aug 27, 2010 → Mar 11, 2013
  • Matthew Davis — address state TN, 1 issuer, May 27, 2022 → May 27, 2022

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

Listed alongside — 15 names on the same filings (5 management entities, 10 people)

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

  • Boston Partners Global Investors, Inc. entity — 10 shared filings (5 issuers) · roles as listed: Executive Officer, Promoter
  • Boston Partners Hedged Equity, LLC entity — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • WPG Opportunistic Value Manager Fund, L.L.C. entity — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Mellon Trust of Delaware, NA entity — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • BNY Mellon Trust of Delaware, NA entity — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Joseph Feeney — 10 shared filings (5 issuers) · role as listed: Executive Officer · also listed on 1 other issuer
  • Mark Donovan — 10 shared filings (5 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • Greg A. Varner — 10 shared filings (5 issuers) · role as listed: Executive Officer
  • Ryan Emrich — 3 shared filings (3 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • John Marchese — 2 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • Zachary Gray — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 2 other issuers
  • Andrew Freed — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 2 other issuers
  • Jonathan Bombaci — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 8 other issuers
  • Todd Wheatley — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 6 other issuers
  • Matthew Perimian — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 7 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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