Sponsor Check › Person
Named as an officer, director or promoter on SEC Form D filings · IL · Nov 20, 2012 → Jan 21, 2025
Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:27 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Matthew Gerdes is listed as an executive officer and director on 15 SEC Form D filings by 11 issuers between Nov 2012 and Jan 2025. Largest by amount reported sold: Freeport First Lien Loan Fund IV LP (Chicago, IL — pooled investment fund — 2018–2019; $226.1M reported sold to 50 investors), Freeport First Lien Loan Fund III LP (Chicago, IL — pooled investment fund — 2015; $210.2M reported sold to 92 investors), FREEPORT FIRST LIEN LOAN FUND VI LP (Chicago, IL — pooled investment fund — 2023–2024; $208.4M reported sold to 46 investors), Freeport First Lien Loan Fund V LP (Chicago, IL — pooled investment fund — 2021; $172.7M reported sold to 36 investors), Freeport Financial SBIC Fund LP (Chicago, IL — pooled investment fund — 2012; $55.5M reported sold to 37 investors) and 6 more (all listed below).
What this means That is a lot of deals — 11 separate companies raised money with this person listed as executive officer and director, over about 13 years. Across those companies the filings report $946.8M sold in total.
Listed alongside Joseph Walker (15 shared filings), Joshua Howie (15 shared filings), Stephen Papalas (15 shared filings), David Allen (8 shared filings), Freeport Financial Partners LLC (7 shared filings, management entity) and 3 others.
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Matthew. Each name links to their own page.
All 11 issuers belong to the sponsor group Freeport First Lien Loan (11 issuers, $946.8M reported sold, 2012–2025).
What this means A sponsor group is one team that sets up a new company for each deal. Freeport First Lien Loan has 11 companies on file and $946.8M 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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 4 bankruptcy cases matching the name listed in Key records below.
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.
We compared 15 public filings for Matthew Gerdes and found 6 differences, 4 worth asking the sponsor about: Bankruptcy case: Matthew Gerdes; Matthew Gerdes appears on 3 deals that stopped filing before reaching their target; 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.
Community search for Matthew Gerdes has not run yet — it is joining a line of 25,033 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.
Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).
Five things investors ask first. Items still in human review are counted, not shown.
None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026
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, 2:27 AM ET.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)
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 Matthew Gerdes..
State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).
4 cases: 4 closed (disposition not in docket feed)
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, 2:27 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.
Comparisons cover issuers and sponsor groups — see the issuer pages under Deals
6 differences found between the filings for Matthew Gerdes — 4 worth asking about (compared 15 filings on Oct 24, 2026)
United States Bankruptcy Court, N.D. Illinois docket "Matthew Gerdes" filed Jul 17, 2005, closed Nov 28, 2005. Matthew Gerdes is listed as Debtor. Our match estimate: 50%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
United States Bankruptcy Court, N.D. Illinois docket "Matthew Gerdes" filed Jul 17, 2005, closed Jul 18, 2005. Matthew Gerdes is listed as Debtor. Our match estimate: 50%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
United States Bankruptcy Court, N.D. Illinois docket "Matthew Gerdes" filed Jul 17, 2005, closed Jul 18, 2005. Matthew Gerdes is listed as Debtor. Our match estimate: 50%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
Freeport First Lien Loan Fund III LP (last filing Dec 30, 2015; $210,150,000 sold of $500,000,000); Freeport First Lien Loan Fund III-B LP (last filing Oct 16, 2015; $24,000,000 sold of $500,000,000); Freeport First Lien Loan Fund III (Offshore) LP (last filing Oct 14, 2015; $30,000,000 sold of $500,000,000). 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.
No amendment in the last 12 months on an offering that may still be open — FREEPORT FIRST LIEN LOAN FUND VI LP (latest filing Apr 19, 2024) · No amendment in the last 12 months on an offering that may still be open — Freeport First Lien Loan Fund V LP (latest filing Apr 15, 2021) · No amendment in the last 12 months on an offering that may still be open — Freeport First Lien Loan Fund IV-B (Offshore) LP (latest filing Dec 24, 2019) · No amendment in the last 12 months on an offering that may still be open — Freeport First Lien Loan Fund IV LP (latest filing Apr 17, 2019) · No amendment in the last 12 months on an offering that may still be open — Freeport First Lien Loan Fund III-B LP (latest filing Oct 16, 2015) · and 2 more
What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.
The Mar 25, 2015 filing lists a minimum of $1,000,000; the Oct 16, 2015 Form D/A lists $0.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
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.
0 of 11 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Jan 21, 2025 D Freeport First Lien Loan Fund VI-B (Offshore) LP File 021-535739 | $0 | $0 | $0 The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials. | Briarcliffe Credit Partners, LLC BrokerCheck CRD 313453 ↗ BA SECURITIES, LLC BrokerCheck CRD 153489 ↗ | EDGAR ↗ |
| Apr 19, 2024 D/A FREEPORT FIRST LIEN LOAN FUND VI LP File 021-487593 | $0 | $0 | $0 The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials. | Briarcliffe Credit Partners, LLC BrokerCheck CRD 313453 ↗ BA SECURITIES, LLC BrokerCheck CRD 153489 ↗ | EDGAR ↗ |
| Apr 19, 2024 D Freeport First Lien Loan Fund VI (Offshore) LP File 021-511068 | $0 | $0 | $0 The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials. | Briarcliffe Credit Partners, LLC BrokerCheck CRD 313453 ↗ BA SECURITIES, LLC BrokerCheck CRD 153489 ↗ | EDGAR ↗ |
| Dec 10, 2021 D Freeport First Lien Loan Fund V-B (Offshore) LP File 021-424515 | $0 | $0 | $0 The Investment Manager of the Issuer receives a management fee equal to a specified percentage of the Issuer's capital commitments. The General Partner of the Issuer is entitled to receive a carried interest in respect of the Issuer's profits. | None listed on this filing | EDGAR ↗ |
| Apr 15, 2021 D Freeport First Lien Loan Fund V LP File 021-396045 | $0 | $0 | $0 The Investment Manager of the Issuer receives a management fee equal to a specified percentage of the Issuer's capital commitments. The General Partner of the Issuer is entitled to receive a carried interest in respect of the Issuer's profits. | None listed on this filing | EDGAR ↗ |
| Dec 24, 2019 D Freeport First Lien Loan Fund IV-B (Offshore) LP File 021-356386 | $0 | $0 | $0 The Investment Manager of the Issuer receives a management fee equal to a specified percentage of the Issuer's capital commitments. The General Partner of the Issuer is entitled to receive a carried interest in respect of the Issuer's profits. | None listed on this filing | EDGAR ↗ |
| Apr 17, 2019 D/A Freeport First Lien Loan Fund IV LP File 021-310719 | $0 | $0 | $0 The Investment Manager of the Issuer receives a management fee equal to a specified percentage of the Issuer's capital commitments. The General Partner of the Issuer is entitled to receive a carried interest in respect of the Issuer's profits. | None listed on this filing | EDGAR ↗ |
| Dec 30, 2015 D/A Freeport First Lien Loan Fund III LP File 021-236614 | $0 (est.) | $0 | $0 | FAP USA, L.P. BrokerCheck CRD 145860 ↗ | EDGAR ↗ |
| Oct 16, 2015 D/A Freeport First Lien Loan Fund III-B LP File 021-236615 | $0 (est.) | $0 | $0 | FAP USA, L.P. BrokerCheck CRD 145860 ↗ | EDGAR ↗ |
| Oct 14, 2015 D Freeport First Lien Loan Fund III (Offshore) LP File 021-249323 | $0 | $0 | $0 | FAP USA, L.P. BrokerCheck CRD 145860 ↗ | EDGAR ↗ |
| Nov 20, 2012 D Freeport Financial SBIC Fund LP File 021-187303 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
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).
Every issuer that named Matthew Gerdes on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.
No sales reported yet as of the latest filing. Matthew is listed as executive officer.
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.
No sales reported yet as of the latest filing. Matthew is listed as executive officer.
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.
Raised $208.4M from 46 investors as of the latest filing. Matthew is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. Matthew is listed as executive officer.
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.
Raised $172.7M from 36 investors as of the latest filing. Matthew is listed as executive officer.
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.
Raised $20M from 2 investors as of the latest filing. Matthew is listed as executive officer.
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.
Raised $226.1M from 50 investors as of the latest filing. Matthew is listed as executive officer on 2 filings for this deal.
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.
Raised $210.2M from 92 investors (42% of the $500M target) as of the latest filing. Matthew is listed as executive officer on 2 filings for this deal.
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.
Raised $24M from 2 investors (5% of the $500M target) as of the latest filing. Matthew is listed as executive officer on 2 filings for this deal.
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.
Raised $30M from 1 investor (6% of the $500M target) as of the latest filing. Matthew is listed as executive officer.
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.
Raised $55.5M from 37 investors (74% of the $75M target) as of the latest filing. Matthew is listed as director.
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.
Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.
Freeport Financial Partners LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Matthew Gerdes. Their page shows their other deals.
Listed on the same filings as Matthew Gerdes. Their page shows their other deals.
Listed on the same filings as Matthew Gerdes. Their page shows their other deals.
Stephen Papalas is on 11 issuers in total — a repeat sponsor. Their page lists every one.
Joseph Walker is on 11 issuers in total — a repeat sponsor. Their page lists every one.
Joshua Howie is on 11 issuers in total — a repeat sponsor. Their page lists every one.
David Allen is on 5 issuers in total — a repeat sponsor. Their page lists every one.
One team, 11 deal companies. Matthew Gerdes is listed on 11 of them.
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 Matthew Gerdes.
A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.
A person is never an adviser firm. 6 of the 11 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Freeport First Lien Loan Fund VI-B (Offshore) LP, FREEPORT FIRST LIEN LOAN FUND VI LP, Freeport First Lien Loan Fund VI (Offshore) LP, Freeport First Lien Loan Fund V-B (Offshore) LP, Freeport First Lien Loan Fund V LP, Freeport First Lien Loan Fund IV-B (Offshore) LP.
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 are matched to companies only, never to individuals, so none are matched to Matthew Gerdes 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 11 issuers this person is listed on — nothing matched.
Websites and social links of the issuers Matthew Gerdes is listed on: none on file. No website or social profile named in FREEPORT FIRST LIEN LOAN FUND VI LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #100,930 of 374,652 in line (1,270 issuers searched so far). One-tap searches: Look further ↓
One-tap searches on sites we do not index ourselves, with the name pre-filled (Chicago, IL). Each opens in a new tab; what you find there is not verified by PartnerFacts.
No corrections have been requested for this page.
Free. Logged with status: received → under review → fixed / confirmed with source.
If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.
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