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

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Michael J. Forestner

Named as an officer, director or promoter on SEC Form D filings · MO, GA, DC · Feb 3, 2014 → Apr 15, 2021

10deals (issuers)
$3.2Breported sold
209investors
21Form D filings
2014–2021years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:22 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Michael J. Forestner is listed as an executive officer on 21 SEC Form D filings by 10 issuers between Oct 2010 and Aug 2026. Largest by amount reported sold: Mercer Private Investment Partners VII, LP (St. Louis, MO — pooled investment fund — 2022–2023; $735.2M reported sold to 47 investors), Mercer Private Investment Partners VIII, LP (St. Louis, MO — pooled investment fund — 2024–2025; $575.4M reported sold to 40 investors), Mercer NMSIC Private Investments, LP (Richmond, VA — pooled investment fund — 2024–2026; $551.7M reported sold to 2 investors), Mercer Private Investment Partners VI, LP (St. Louis, MO — pooled investment fund — 2020–2021; $389.4M reported sold to 34 investors), SRPMIC Mercer Private Investments, LP (Richmond, VA — pooled investment fund — 2025–2026; $240.1M reported sold to 2 investors) and 5 more (all listed below).

What this means That is a lot of deals — 10 separate companies raised money with this person listed as executive officer, over about 16 years. Across those companies the filings report $3.2B sold in total.

Listed alongside Harry B. Leggat (16 shared filings), Mercer Investments LLC (12 shared filings, management entity), Chason Beggerow (8 shared filings), David Scopelliti (7 shared filings), Mercer Investment Management, Inc. (7 shared filings, management entity) and 27 others.

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

All 10 issuers belong to the sponsor group Cais (202 issuers, $40.6B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Cais has 202 companies on file and $40.6B 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) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 21 public filings for Michael J. Forestner and found 9 differences, 1 worth asking the sponsor about: Form D filed 82 days after the first sale; 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 Michael J. Forestner has not run yet — it is joining a line of 52,893 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

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:22 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.

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 Michael J. Forestner..

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

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:22 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.

4. Differences between public sources

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

9 differences found between the filings for Michael J. Forestner — 1 worth asking about (compared 21 filings on Oct 24, 2026)

Note · Oct 29, 2010

Michael J. Forestner appears on 1 deal that stopped filing before reaching its target

HammondAssociates Access Private Investment Partners II, LP (last filing Oct 29, 2010; $21,055,000 sold of $150,000,000). 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.

Sources
Worth asking · May 24, 2024 – Aug 14, 2024

Form D filed 82 days after the first sale — Mercer NMSIC Private Investments, LP

The filing says the first sale was May 24, 2024. The Form D was filed Aug 14, 2024 — 82 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 67 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.

Sources
Note · Sep 15, 2010 – Oct 13, 2010

Form D filed 28 days after the first sale — HammondAssociates Access Private Investment Partners II, LP

The filing says the first sale was Sep 15, 2010. The Form D was filed Oct 13, 2010 — 28 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 13 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.

Sources
Note · Sep 15, 2010 – May 1, 2025

7 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Mercer Private Investment Partners VIII, LP (latest filing May 1, 2025) · No amendment in the last 12 months on an offering that may still be open — Mercer Private Investment Partners VII, LP (latest filing May 26, 2023) · No amendment in the last 12 months on an offering that may still be open — Mercer Private Investment Partners VI, LP (latest filing Apr 15, 2021) · No amendment in the last 12 months on an offering that may still be open — Mercer Private Investment Partners V, LP (latest filing Jan 7, 2019) · No amendment in the last 12 months on an offering that may still be open — Mercer Private Investment Partners IV, LP (latest filing Sep 16, 2016) · 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.

Sources
Note · Apr 15, 2020 – Apr 15, 2021

Offering amount changed between filings — Mercer Private Investment Partners VI, LP

The Apr 15, 2020 filing says $300,000,000 offered; the Apr 15, 2021 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Sep 16, 2015 – Sep 16, 2016

Offering amount changed between filings — Mercer Private Investment Partners IV, LP

The Sep 16, 2015 filing says $150,000,000 offered; the Sep 16, 2016 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · May 1, 2024 – May 1, 2025

Minimum investment changed between filings — Mercer Private Investment Partners VIII, LP

The May 1, 2024 filing lists a minimum of $1,600,000; the May 1, 2025 Form D/A lists $750,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Oct 13, 2010 – Feb 1, 2013

Michael J. Forestner is written 2 different ways on the filings

listed as "Michael Forestner" on 7 filings (from Oct 13, 2010), and "Michael J. Forestner" on 14 filings (from Feb 1, 2013).

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.

Sources
Note · Oct 13, 2010 – Aug 14, 2026

Michael J. Forestner is listed with 3 different address states: MO, GA, DC

MO on 10 filings (Oct 13, 2010 to Apr 15, 2021); GA on 5 filings (Feb 1, 2013 to Aug 14, 2024); DC on 6 filings (Mar 17, 2025 to Aug 14, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

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

None reported on 10 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 14, 2026 D/A
Mercer NMSIC Private Investments, LP
File 021-521562
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2026 D
Mercer Private Investment Partners IX, LP
File 021-580390
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2026 D/A
SRPMIC Mercer Private Investments, LP
File 021-541114
$0$0$0None listed on this filingEDGAR ↗
May 1, 2025 D/A
Mercer Private Investment Partners VIII, LP
File 021-512132
$0$0$0None listed on this filingEDGAR ↗
May 26, 2023 D/A
Mercer Private Investment Partners VII, LP
File 021-444970
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2021 D/A
Mercer Private Investment Partners VI, LP
File 021-365054
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2019 D/A
Mercer Private Investment Partners V, LP
File 021-302448
$0$0$0None listed on this filingEDGAR ↗
Sep 16, 2016 D/A
Mercer Private Investment Partners IV, LP
File 021-247724
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2014 D/A
Mercer Private Investment Partners III, LP
File 021-191258
$0$0$0None listed on this filingEDGAR ↗
Oct 29, 2010 D/A
HammondAssociates Access Private Investment Partners II, LP
File 021-148915
$0$0$0None listed on this filingEDGAR ↗

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 10

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

Pooled Investment Fund · group: Cais

Mercer NMSIC Private Investments, LP

Richmond, VA · Aug 14, 2024 → Aug 14, 2026 · 3 filings
  • Aug 14, 2026 · D/A · $551,700,000 sold of Indefinite · 2 investors · min. $1,500,000 · role: Executive Officer EDGAR ↗
  • Aug 14, 2025 · D/A · $351,600,000 sold of Indefinite · 2 investors · min. $1,500,000 · role: Executive Officer EDGAR ↗
  • Aug 14, 2024 · D · $151,500,000 sold of Indefinite · 2 investors · min. $1,500,000 · role: Executive Officer EDGAR ↗

Raised $551.7M from 2 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Cais

Mercer Private Investment Partners IX, LP

St. Louis, MO · Apr 14, 2026
  • Apr 14, 2026 · D · $178,500,000 sold of $1,100,000,000 · 6 investors · min. $2,500,000 · role: Executive Officer EDGAR ↗

Raised $178.5M from 6 investors (16% of the $1.1B target) as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Cais

SRPMIC Mercer Private Investments, LP

Richmond, VA · Mar 17, 2025 → Mar 17, 2026 · 2 filings
  • Mar 17, 2026 · D/A · $240,100,000 sold of Indefinite · 2 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 17, 2025 · D · $240,100,000 sold of Indefinite · 2 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $240.1M from 2 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Cais

Mercer Private Investment Partners VIII, LP

St. Louis, MO · May 1, 2024 → May 1, 2025 · 2 filings
  • May 1, 2025 · D/A · $575,406,700 sold of $1,000,000,000 · 40 investors · min. $750,000 · role: Executive Officer EDGAR ↗
  • May 1, 2024 · D · $113,550,000 sold of $1,000,000,000 · 8 investors · min. $1,600,000 · role: Executive Officer EDGAR ↗

Raised $575.4M from 40 investors (58% of the $1B target) as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Cais

Mercer Private Investment Partners VII, LP

St. Louis, MO · May 9, 2022 → May 26, 2023 · 2 filings
  • May 26, 2023 · D/A · $735,225,000 sold of Indefinite · 47 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • May 9, 2022 · D · $74,315,000 sold of Indefinite · 7 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $735.2M from 47 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Cais

Mercer Private Investment Partners VI, LP

St. Louis, MO · Apr 15, 2020 → Apr 15, 2021 · 2 filings
  • Apr 15, 2021 · D/A · $389,435,000 sold of Indefinite · 34 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Apr 15, 2020 · D · $130,050,000 sold of $300,000,000 · 9 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $389.4M from 34 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Cais

Mercer Private Investment Partners V, LP

St. Louis, MO · Jan 5, 2018 → Jan 7, 2019 · 3 filings
  • Jan 7, 2019 · D/A · $169,485,000 sold of $250,000,000 · 21 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 5, 2018 · D/A · $83,750,000 sold of $250,000,000 · 10 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 5, 2018 · D · $83,750,000 sold of $250,000,000 · 10 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $169.5M from 21 investors (68% of the $250M target) as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Cais

Mercer Private Investment Partners IV, LP

St. Louis, MO · Sep 16, 2015 → Sep 16, 2016 · 2 filings
  • Sep 16, 2016 · D/A · $200,750,000 sold of Indefinite · 22 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Sep 16, 2015 · D · $36,750,000 sold of $150,000,000 · 5 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $200.8M from 22 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Cais

Mercer Private Investment Partners III, LP

St. Louis, MO · Feb 1, 2013 → Feb 3, 2014 · 2 filings
  • Feb 3, 2014 · D/A · $135,350,000 sold of $150,000,000 · 26 investors · min. $1,000,000 · role: Executive Officer (Portfolio Manager of the Issuer) EDGAR ↗
  • Feb 1, 2013 · D · $78,750,000 sold of $150,000,000 · 9 investors · min. $1,000,000 · role: Executive Officer (Portfolio Manager of the Fund) EDGAR ↗

Raised $135.3M from 26 investors (90% of the $150M target) as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Cais

HammondAssociates Access Private Investment Partners II, LP

St. Louis, MO · Oct 13, 2010 → Oct 29, 2010 · 2 filings
  • Oct 29, 2010 · D/A · $21,055,000 sold of $150,000,000 · 9 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Oct 13, 2010 · D · $21,055,000 sold of $150,000,000 · 9 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $21.1M from 9 investors (14% of the $150M target) as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

People around Michael 32

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

Management entity

Mercer Investments LLC

Executive Officer · 12 shared filings (6 issuers) · also on 7 other issuers

Mercer Investments LLC is on 13 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Mercer Investment Management, Inc.

Promoter, Executive Officer · 7 shared filings (3 issuers) · also on 7 other issuers

Mercer Investment Management, Inc. is on 10 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

MPIP V GP, LLC

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

Management entity

Mercer NMSIC GP, LLC

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

Management entity

HAPIP GP 2009, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

Management entity

MPIP III GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

Management entity

MPIP IV GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

Management entity

MPIP VI GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

Management entity

MPIP VII GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

Management entity

MPIP VIII GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

Management entity

SRPMIC Mercer GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

Management entity

MPIP IX GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Harry B. Leggat

Executive Officer · 16 shared filings (8 issuers) · also on 1 other issuer

Harry B. Leggat is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Chason Beggerow

Executive Officer · 8 shared filings (4 issuers)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

David Scopelliti

Executive Officer · 7 shared filings (4 issuers) · also on 2 other issuers

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

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

Amy Ridge

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Paul Kolevsohn

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Sam Gibbens

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Raelan Lambert

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Erik Sebusch

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Anthony W. Brown

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

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Grant Leslie

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

P. Bradford Young

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Allison Yager

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

P. Bradford Young

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Reid Smith

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Michael Brand

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Olaolu Aganga

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Zoya Filippova

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

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Rohit Nerurkar

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

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

Nicholas Kocur

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Michael J. Forestner. Their page shows their other deals.

The team behind the deals

Sponsor group

Cais

202 issuers · 678 filings · $40.6B reported sold · 2009–2026

One team, 202 deal companies. Michael J. Forestner is listed on 10 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 Michael J. Forestner.

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); 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)

A person is never an adviser firm. 6 of the 10 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Mercer NMSIC Private Investments, LP, Mercer Private Investment Partners IX, LP, SRPMIC Mercer Private Investments, LP, Mercer Private Investment Partners VIII, LP, Mercer Private Investment Partners VII, LP, Mercer Private Investment Partners VI, LP.

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 Michael J. Forestner 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 10 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Michael J. Forestner is listed on: none on file. No website or social profile named in SRPMIC Mercer Private Investments, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #36,542 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 (Richmond, VA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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