PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:29 AM ET

Sponsor Check › Person

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

Patrick Wakeman

Named as an officer, director or promoter on SEC Form D filings · CA · Jan 9, 2019 → Jun 12, 2026

35deals (issuers)
$105.1Mreported sold
893investors
39Form D filings
2019–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Patrick Wakeman is listed as an executive officer, director, and promoter on 39 SEC Form D filings by 35 issuers between Sep 2011 and Jun 2026. Largest by amount reported sold: CCSO 5200 North Lamar Blvd, LLC (Pasadena, CA — commercial — 2022; $7M reported sold to 19 investors), 4777 Tramway Boulevard NE, LLC (Pasadena, CA — commercial — 2019; $6.63M reported sold to 1 investors), 200 Industrial Boulevard, LLC (Pasadena, CA — commercial — 2021; $5.95M reported sold to 36 investors), 18 South Boniface Lane, LLC (Pasadena, CA — commercial — 2025; $5.08M reported sold to 30 investors), 500 Northwest 63rd Street, LLC (Pasadena, CA — commercial — 2023; $4.83M reported sold to 35 investors) and 30 more (all listed below).

What this means That is a lot of deals — 35 separate companies raised money with this person listed as executive officer, director, and promoter, over about 15 years. Across those companies the filings report $105.1M sold in total.

Listed alongside Edward M. Aloe (39 shared filings), Mark A. Mozilo (39 shared filings), Drew R. Buccino (14 shared filings), California Capital Real Estate Advisors, Inc. (11 shared filings, management entity), CALCAP Asset Management II, LLC (6 shared filings, management entity) and 10 others.

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

All 35 issuers belong to the sponsor group Calcap (37 issuers, $111.2M reported sold, 2011–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Calcap has 37 companies on file and $111.2M 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) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record 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 39 public filings for Patrick Wakeman and found 8 differences, 4 worth asking the sponsor about: Bankruptcy case: Patrick C. Wakeman; Amount sold went down between filings; 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 Patrick Wakeman has not run yet — it is joining a line of 22,526 names; searches run around the clock at the hosts' allowed rate. Searched so far: 637 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).

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, 2:17 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: VA (crawled Oct 23, 2026)

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 Patrick Wakeman..

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).

3. Bankruptcies

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

Patrick C. Wakeman closed
United States Bankruptcy Court, D. Nebraska · No. 05-42457 · Filed Jun 16, 2005 · Closed Oct 18, 2010
Role of Patrick C. Wakeman: Debtor · Outcome: Case closed 2010-10-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets)
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, 2:17 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 Patrick Wakeman — 4 worth asking about (compared 39 filings on Oct 24, 2026)

Worth asking · Jun 16, 2005 – Oct 18, 2010

Bankruptcy case: Patrick C. Wakeman — filed Jun 16, 2005

United States Bankruptcy Court, D. Nebraska docket "Patrick C. Wakeman" filed Jun 16, 2005, closed Oct 18, 2010. Patrick Wakeman is listed as Debtor ("Patrick C. Wakeman"). Our match estimate: 40%.

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.

Docket · United States Bankruptcy Court, D. Nebraska ↗
Sources
Note · Jul 13, 2012 – Feb 11, 2014

Bankruptcy case: 1634 W 127th Street LLC — filed Jul 13, 2012

United States Bankruptcy Court, C.D. California docket "1634 W 127th Street LLC" filed Jul 13, 2012, closed Feb 11, 2014. 15901 West 127th Street, LLC (related issuer) is listed as Party ("1634 W 127th Street LLC"). Our match estimate: 60%.

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.

Docket · United States Bankruptcy Court, C.D. California ↗15901 West 127th Street, LLC — PartnerFacts page ↗
Sources
Worth asking · Oct 6, 2025 – Oct 9, 2025

Amount sold went down between filings — 18 South Boniface Lane, LLC

The Oct 6, 2025 filing says $5,080,000 sold; the Oct 9, 2025 Form D/A says $5,030,000 sold — $50,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Oct 6, 2025 ↗Form D/A (later) · Oct 9, 2025 ↗18 South Boniface Lane, LLC — PartnerFacts page ↗
Sources
Worth asking · Sep 6, 2022 – Aug 27, 2024

Patrick Wakeman appears on 4 deals that stopped filing before reaching their target

CCSO Houston Portfolio I, LLC (last filing Aug 27, 2024; $865,000 sold of $2,486,167); 10401 Brockington Road, LLC (last filing Jan 10, 2024; $2,195,000 sold of $8,350,000); 500 Northwest 63rd Street, LLC (last filing Jun 20, 2023; $4,825,000 sold of $10,250,000); CCSO 700 South Story Road, LLC (last filing Sep 6, 2022; $1,300,000 sold of $5,741,345). 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.

CCSO Houston Portfolio I, LLC — PartnerFacts page ↗10401 Brockington Road, LLC — PartnerFacts page ↗500 Northwest 63rd Street, LLC — PartnerFacts page ↗CCSO 700 South Story Road, LLC — PartnerFacts page ↗
Sources
Worth asking · May 19, 2014 – Oct 6, 2025

8 Form Ds were filed more than 15 days after the first sale

Form D filed 636 days after the first sale — 4401 San Pedro Drive Northeast, LLC · Form D filed 822 days after the first sale — 5055 Tamarus Street, LLC · Form D filed 97 days after the first sale — CALCAP Texas SFR I, LLC · Form D filed 18 days after the first sale — 18 South Boniface Lane, LLC · Form D filed 21 days after the first sale — CCSO DFW Portfolio I, LLC · and 3 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Feb 13, 2020 ↗4401 San Pedro Drive Northeast, LLC — PartnerFacts page ↗Form D · Feb 13, 2020 ↗5055 Tamarus Street, LLC — PartnerFacts page ↗
Sources
Note · Dec 26, 2018 – Oct 9, 2025

12 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 — 18 South Boniface Lane, LLC (latest filing Oct 9, 2025) · No amendment in the last 12 months on an offering that may still be open — CCSO Houston Portfolio I, LLC (latest filing Aug 27, 2024) · No amendment in the last 12 months on an offering that may still be open — 10401 Brockington Road, LLC (latest filing Jan 10, 2024) · No amendment in the last 12 months on an offering that may still be open — CCSO Bradford Drive, LLC (latest filing Aug 31, 2023) · No amendment in the last 12 months on an offering that may still be open — 500 Northwest 63rd Street, LLC (latest filing Jun 20, 2023) · and 7 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.

Form D/A · Oct 9, 2025 ↗18 South Boniface Lane, LLC — PartnerFacts page ↗Form D · Aug 27, 2024 ↗CCSO Houston Portfolio I, LLC — PartnerFacts page ↗
Sources
Note · Oct 6, 2025 – Oct 9, 2025

Offering amount lowered between filings — 18 South Boniface Lane, LLC

The Oct 6, 2025 filing says $5,280,000 offered; the Oct 9, 2025 Form D/A says $5,130,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Oct 6, 2025 ↗Form D/A (later) · Oct 9, 2025 ↗18 South Boniface Lane, LLC — PartnerFacts page ↗
Sources
Note · Sep 7, 2011 – Jan 9, 2019

Patrick Wakeman is written 2 different ways on the filings

listed as "Patrick A. Wakeman" on 14 filings (from Sep 7, 2011), and "Patrick Wakeman" on 25 filings (from Jan 9, 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 · Sep 7, 2011 ↗Form D · Jan 9, 2019 ↗Patrick Wakeman — 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

1 of 35 offerings reports sales commissions totalling $6,250; 0 report finder's fees; 19 report proceeds to related persons totalling $2,616,801. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 12, 2026 D
11701 West 105th Street, LLC
File 021-587195
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 9, 2025 D/A
18 South Boniface Lane, LLC
File 021-559913
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 27, 2024 D
CCSO Houston Portfolio I, LLC
File 021-522585
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 10, 2024 D
10401 Brockington Road, LLC
File 021-502067
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 31, 2023 D
CCSO Bradford Drive, LLC
File 021-491141
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 20, 2023 D
500 Northwest 63rd Street, LLC
File 021-484621
$0$0$0 (est.)None listed on this filingEDGAR ↗
Sep 6, 2022 D
CCSO 700 South Story Road, LLC
File 021-458040
$0$0$0 (est.)None listed on this filingEDGAR ↗
Sep 1, 2022 D
CCSO 5200 North Lamar Blvd, LLC
File 021-457745
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 19, 2022 D
CCSO DFW Portfolio I, LLC
File 021-456359
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 1, 2021 D
200 Industrial Boulevard, LLC
File 021-415459
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 13, 2021 D
15901 West 127th Street, LLC
File 021-409957
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 20, 2021 D
4330 South Eastern Avenue, LLC
File 021-400086
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 21, 2020 D
CCIF I REIT, LLC
File 021-383827
$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 ↗
Nov 19, 2020 D
3450 West Missouri Avenue, LLC
File 021-380993
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 13, 2020 D
5055 Tamarus Street, LLC
File 021-360548
$0$0$151,875 (est.)None listed on this filingEDGAR ↗
Feb 13, 2020 D
4401 San Pedro Drive Northeast, LLC
File 021-360561
$0$0$188,125 (est.)None listed on this filingEDGAR ↗
Dec 27, 2019 D/A
13822 South 46th Place Holdco, LLC
File 021-330048
$0$0$230,625 (est.)None listed on this filingEDGAR ↗
Dec 27, 2019 D/A
CALCAP Texas SFR I, LLC
File 021-331272
$0$0$104,392 (est.)None listed on this filingEDGAR ↗
Dec 27, 2019 D/A
1564 North Morrison Avenue, LLC
File 021-348612
$0$0$227,500 (est.)None listed on this filingEDGAR ↗
Jul 5, 2019 D
4777 Tramway Boulevard NE, LLC
File 021-343584
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 16, 2019 D
8200 Bridge Boulevard SW, LLC
File 021-339739
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 6, 2018 D
6545 North 19th Avenue, LLC
File 021-306973
$0 (est.)$0 (est.)$198,125 (est.)None listed on this filingEDGAR ↗
Apr 26, 2016 D
1000 North Arizola Road, LLC
File 021-262070
$0 (est.)$0 (est.)$125,000 (est.)None listed on this filingEDGAR ↗
May 29, 2015 D
1248 South Vineyard Street, LLC
File 021-240791
$0 (est.)$0 (est.)$122,000 (est.)None listed on this filingEDGAR ↗
Jun 4, 2014 D
1650 North Pecos Road, LLC
File 021-218553
$0$0$150,000None listed on this filingEDGAR ↗
Jun 2, 2014 D
9350 North 67th Avenue, LLC
File 021-218378
$0 (est.)$0 (est.)$180,100 (est.)None listed on this filingEDGAR ↗
Oct 22, 2013 D
4337 North 53rd Lane LLC
File 021-204989
$0 (est.)$0 (est.)$215,000 (est.)None listed on this filingEDGAR ↗
Jul 1, 2013 D
4620 West McDowell Road, LLC
File 021-198850
$0 (est.)$0 (est.)$173,750 (est.)None listed on this filingEDGAR ↗
Jun 11, 2013 D
2230 East Fort Lowell Road, LLC
File 021-197790
$0 (est.)$0 (est.)$46,375 (est.)None listed on this filingEDGAR ↗
Jan 31, 2013 D
5712 Glendale, LLC
File 021-191136
$0 (est.)$0 (est.)$58,975 (est.)None listed on this filingEDGAR ↗
Dec 11, 2012 D
5704 West Thomas Road, LLC
File 021-188174
$0 (est.)$0 (est.)$140,175 (est.)None listed on this filingEDGAR ↗
Jul 6, 2012 D
5701 North 67th Avenue, LLC
File 021-180835
$0 (est.)$0 (est.)$68,534 (est.)None listed on this filingEDGAR ↗
Jun 5, 2012 D
17646 North Cave Creek Road, LLC
File 021-179272
$0 (est.)$0 (est.)$140,000 (est.)None listed on this filingEDGAR ↗
Dec 22, 2011 D
125 North 18th Street, LLC
File 021-170563
$0 (est.)$0 (est.)$73,500 (est.)None listed on this filingEDGAR ↗
Sep 7, 2011 D
1826 North 51st Street LLC
File 021-165476
$0 (est.)$0 (est.)$22,750 (est.)None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 35

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

1W
Commercial · group: Calcap

11701 West 105th Street, LLC

Pasadena, CA · Jun 12, 2026
  • Jun 12, 2026 · D · $1,715,000 sold of $6,230,000 · 38 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager of West 105th Street Manager) EDGAR ↗

Raised $1.72M from 38 investors (28% of the $6.23M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

1S
Commercial · group: Calcap

18 South Boniface Lane, LLC

Pasadena, CA · Oct 6, 2025 → Oct 9, 2025 · 2 filings
  • Oct 9, 2025 · D/A · $5,030,000 sold of $5,130,000 · 30 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Member of Boniface Manager) EDGAR ↗
  • Oct 6, 2025 · D · $5,080,000 sold of $5,280,000 · 30 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Member of Boniface Manager) EDGAR ↗

Raised $5.08M from 30 investors (99% of the $5.13M target) as of the latest filing. Patrick is listed as executive officer, director, promoter on 2 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: Commercial / 506(b) (6,713 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.

CH
Commercial · group: Calcap

CCSO Houston Portfolio I, LLC

Pasadena, CA · Aug 27, 2024
  • Aug 27, 2024 · D · $865,000 sold of $2,486,167 · 7 investors · min. $40,000 · role: Executive Officer, Director, Promoter (Manager of Houston Portfolio Manager) EDGAR ↗

Raised $865K from 7 investors (35% of the $2.49M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

1B
Commercial · group: Calcap

10401 Brockington Road, LLC

Pasadena, CA · Jan 10, 2024
  • Jan 10, 2024 · D · $2,195,000 sold of $8,350,000 · 18 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Member and Manager of 10401 Brockington Manager) EDGAR ↗

Raised $2.19M from 18 investors (26% of the $8.35M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

CB
Commercial · group: Calcap

CCSO Bradford Drive, LLC

Pasadena, CA · Aug 31, 2023
  • Aug 31, 2023 · D · $1,500,000 sold of $2,165,000 · 10 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Manager of Bradford Manager) EDGAR ↗

Raised $1.5M from 10 investors (69% of the $2.17M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

5N
Commercial · group: Calcap

500 Northwest 63rd Street, LLC

Pasadena, CA · Jun 20, 2023
  • Jun 20, 2023 · D · $4,825,000 sold of $10,250,000 · 35 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of 500 Northwest Manager) EDGAR ↗

Raised $4.83M from 35 investors (47% of the $10.3M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

C7
Commercial · group: Calcap

CCSO 700 South Story Road, LLC

Pasadena, CA · Sep 6, 2022
  • Sep 6, 2022 · D · $1,300,000 sold of $5,741,345 · 8 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager of South Story Manager) EDGAR ↗

Raised $1.3M from 8 investors (23% of the $5.74M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

C5
Commercial · group: Calcap

CCSO 5200 North Lamar Blvd, LLC

Pasadena, CA · Sep 1, 2022
  • Sep 1, 2022 · D · $7,000,000 sold of $7,000,000 · 19 investors · min. $30,000 · role: Executive Officer, Director, Promoter (Manager of 5200 North Lamar Manager) EDGAR ↗

Raised $7M from 19 investors (100% of the $7M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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

CD
Commercial · group: Calcap

CCSO DFW Portfolio I, LLC

Pasadena, CA · Aug 19, 2022
  • Aug 19, 2022 · D · $3,062,513 sold of $3,062,513 · 18 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of CCSO DFW Manager) EDGAR ↗

Raised $3.06M from 18 investors (100% of the $3.06M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

2I
Commercial · group: Calcap

200 Industrial Boulevard, LLC

Pasadena, CA · Oct 1, 2021
  • Oct 1, 2021 · D · $5,945,000 sold of $6,670,000 · 36 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of 200 Industrial Manager) EDGAR ↗

Raised $5.95M from 36 investors (89% of the $6.67M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

1W
Commercial · group: Calcap

15901 West 127th Street, LLC

Pasadena, CA · Aug 13, 2021
  • Aug 13, 2021 · D · $4,090,000 sold of $7,300,000 · 23 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of 15901 West Manager) EDGAR ↗

Raised $4.09M from 23 investors (56% of the $7.3M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

4S
Commercial · group: Calcap

4330 South Eastern Avenue, LLC

Pasadena, CA · May 20, 2021
  • May 20, 2021 · D · $2,575,000 sold of $2,625,000 · 20 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of 4330 South Manager) EDGAR ↗

Raised $2.58M from 20 investors (98% of the $2.63M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

CI
REITS and Finance · group: Calcap

CCIF I REIT, LLC

Pasadena, CA · Dec 21, 2020
  • Dec 21, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director, Promoter EDGAR ↗

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

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.

3W
Commercial · group: Calcap

3450 West Missouri Avenue, LLC

Pasadena, CA · Nov 19, 2020
  • Nov 19, 2020 · D · $4,400,000 sold of $5,000,000 · 36 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of 3450 West Manager) EDGAR ↗

Raised $4.4M from 36 investors (88% of the $5M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

4S
Commercial · group: Calcap

4401 San Pedro Drive Northeast, LLC

Pasadane, CA · Feb 13, 2020
  • Feb 13, 2020 · D · $4,040,000 sold of $4,040,000 · 35 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager/Member of San Pedro Manager) EDGAR ↗

Raised $4.04M from 35 investors (100% of the $4.04M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

5T
Commercial · group: Calcap

5055 Tamarus Street, LLC

Pasadena, CA · Feb 13, 2020
  • Feb 13, 2020 · D · $3,200,000 sold of $3,200,000 · 28 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Treasurer of Tamarus Manager) EDGAR ↗

Raised $3.2M from 28 investors (100% of the $3.2M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

1N
Commercial · group: Calcap

1564 North Morrison Avenue, LLC

Pasadena, CA · Sep 12, 2019 → Dec 27, 2019 · 2 filings
  • Dec 27, 2019 · D/A · $2,538,000 sold of $2,613,000 · 24 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of North Morrison Manager) EDGAR ↗
  • Sep 12, 2019 · D · $2,538,000 sold of $2,613,000 · 24 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of North Morrison Manager) EDGAR ↗

Raised $2.54M from 24 investors (97% of the $2.61M target) as of the latest filing. Patrick is listed as executive officer, director, promoter on 2 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: Commercial / 506(b) (6,713 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.

1S
Commercial · group: Calcap

13822 South 46th Place Holdco, LLC

Pasadena, CA · Jan 9, 2019 → Dec 27, 2019 · 2 filings
  • Dec 27, 2019 · D/A · $3,190,000 sold of $3,230,000 · 29 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of Propco Manager) EDGAR ↗
  • Jan 9, 2019 · D · $3,190,000 sold of $3,230,000 · 29 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of Propco Manager) EDGAR ↗

Raised $3.19M from 29 investors (99% of the $3.23M target) as of the latest filing. Patrick is listed as executive officer, director, promoter on 2 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: Commercial / 506(b) (6,713 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.

CT
Commercial · group: Calcap

CALCAP Texas SFR I, LLC

Pasadena, CA · Jan 24, 2019 → Dec 27, 2019 · 2 filings
  • Dec 27, 2019 · D/A · $2,450,000 sold of $2,450,000 · 12 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of Texas SFR Manager) EDGAR ↗
  • Jan 24, 2019 · D · $2,450,000 sold of $2,450,000 · 12 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of Texas SFR Manager) EDGAR ↗

Raised $2.45M from 12 investors (100% of the $2.45M target) as of the latest filing. Patrick is listed as executive officer, director, promoter on 2 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: Commercial / 506(b) (6,713 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.

4T
Commercial · group: Calcap

4777 Tramway Boulevard NE, LLC

Pasadena, CA · Jul 5, 2019
  • Jul 5, 2019 · D · $6,625,804 sold of $6,625,804 · 1 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of 4777 Tramway Manager) EDGAR ↗

Raised $6.63M from 1 investor (100% of the $6.63M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

8B
Commercial · group: Calcap

8200 Bridge Boulevard SW, LLC

Pasadena, CA · May 16, 2019
  • May 16, 2019 · D · $4,440,000 sold of $4,440,000 · 1 investors · min. $10,000 · role: Executive Officer, Director, Promoter (Manager and Member of 8200 Bridge Manager) EDGAR ↗

Raised $4.44M from 1 investor (100% of the $4.44M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

6N
Commercial · group: Calcap

6545 North 19th Avenue, LLC

Pasadena, CA · Mar 6, 2018
  • Mar 6, 2018 · D · $4,300,000 sold of $4,300,000 · 40 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Director and officer of Manager) EDGAR ↗

Raised $4.3M from 40 investors (100% of the $4.3M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

1N
Commercial · group: Calcap

1000 North Arizola Road, LLC

Pasadena, CA · Apr 26, 2016
  • Apr 26, 2016 · D · $2,750,000 sold of $2,750,000 · 20 investors · min. $25,000 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $2.75M from 20 investors (100% of the $2.75M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

1S
Commercial · group: Calcap

1248 South Vineyard Street, LLC

Pasadena, CA · May 29, 2015
  • May 29, 2015 · D · $2,260,000 sold of $2,260,000 · 18 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $2.26M from 18 investors (100% of the $2.26M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

1N
Commercial · group: Calcap

1650 North Pecos Road, LLC

Pasadena, CA · Jun 4, 2014
  • Jun 4, 2014 · D · $3,050,000 sold of $3,050,000 · 37 investors · min. $25,000 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $3.05M from 37 investors (100% of the $3.05M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

9N
Commercial · group: Calcap

9350 North 67th Avenue, LLC

Pasadena, CA · Jun 2, 2014
  • Jun 2, 2014 · D · $4,150,000 sold of $4,150,000 · 46 investors · min. $20,000 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $4.15M from 46 investors (100% of the $4.15M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

4N
Commercial · group: Calcap

4337 North 53rd Lane LLC

Pasadena, CA · Oct 22, 2013
  • Oct 22, 2013 · D · $3,700,000 sold of $3,700,000 · 34 investors · min. $25,000 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $3.7M from 34 investors (100% of the $3.7M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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: Commercial / 506(b) (6,713 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.

4W
Commercial · group: Calcap

4620 West McDowell Road, LLC

Pasadena, CA · Jul 1, 2013
  • Jul 1, 2013 · D · $3,930,000 sold of $3,930,000 · 37 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $3.93M from 37 investors (100% of the $3.93M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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.

2E
Commercial · group: Calcap

2230 East Fort Lowell Road, LLC

Pasadena, CA · Jun 11, 2013
  • Jun 11, 2013 · D · $925,000 sold of $925,000 · 13 investors · min. $25,000 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $925K from 13 investors (100% of the $925K target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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.

5G
Commercial · group: Calcap

5712 Glendale, LLC

Pasadena, CA · Jan 31, 2013
  • Jan 31, 2013 · D · $1,140,000 sold of $1,140,000 · 10 investors · min. $25,000 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $1.14M from 10 investors (100% of the $1.14M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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.

5W
Commercial · group: Calcap

5704 West Thomas Road, LLC

Pasadena, CA · Dec 11, 2012
  • Dec 11, 2012 · D · $2,100,000 sold of $2,100,000 · 23 investors · min. $37,500 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $2.1M from 23 investors (100% of the $2.1M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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.

5N
Commercial · group: Calcap

5701 North 67th Avenue, LLC

Pasadena, CA · Jul 6, 2012
  • Jul 6, 2012 · D · $1,260,000 sold of $1,260,000 · 18 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Director and Officer of Manager) EDGAR ↗

Raised $1.26M from 18 investors (100% of the $1.26M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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.

1N
Commercial · group: Calcap

17646 North Cave Creek Road, LLC

Pasadena, CA · Jun 5, 2012
  • Jun 5, 2012 · D · $2,260,000 sold of $2,260,000 · 17 investors · min. $25,000 · role: Executive Officer, Director, Promoter (Director and officer of Manager) EDGAR ↗

Raised $2.26M from 17 investors (100% of the $2.26M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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.

1N
Commercial · group: Calcap

125 North 18th Street, LLC

Pasadena, CA · Dec 22, 2011
  • Dec 22, 2011 · D · $1,350,000 sold of $1,350,000 · 16 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Director and officer of Manager) EDGAR ↗

Raised $1.35M from 16 investors (100% of the $1.35M target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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.

1N
Commercial · group: Calcap

1826 North 51st Street LLC

Pasadena, CA · Sep 7, 2011
  • Sep 7, 2011 · D · $800,000 sold of $800,000 · 11 investors · min. $50,000 · role: Executive Officer, Director, Promoter (Director and officer of Manager) EDGAR ↗

Raised $800K from 11 investors (100% of the $800K target) as of the latest filing. Patrick is listed as executive officer, director, promoter.

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.

People around Patrick 15

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

CC
Management entity

California Capital Real Estate Advisors, Inc.

Executive Officer, Director, Promoter · 11 shared filings (11 issuers)

California Capital Real Estate Advisors, Inc. is on 11 issuers in total — a repeat sponsor. Their page lists every one.

CA
Management entity

CALCAP Asset Management III, LLC

Executive Officer, Director, Promoter · 6 shared filings (5 issuers)

CALCAP Asset Management III, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

CA
Management entity

CALCAP Asset Management II, LLC

Executive Officer, Director, Promoter · 6 shared filings (5 issuers)

CALCAP Asset Management II, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

CO
Management entity

C/O CCSO SPV I, LLC

Executive Officer, Director, Promoter · 4 shared filings (4 issuers)

Listed on the same filings as Patrick Wakeman. Their page shows their other deals.

CA
Management entity

CALCAP Asset Management I, Inc.

Executive Officer, Director, Promoter · 3 shared filings (3 issuers) · also on 2 other issuers

CALCAP Asset Management I, Inc. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

CO
Management entity

C/O CALCAP Asset Management II, LLC

Executive Officer, Director, Promoter · 3 shared filings (2 issuers)

Listed on the same filings as Patrick Wakeman. Their page shows their other deals.

CS
Management entity

CALCAP Senior Healthcare I, LLC

Executive Officer, Director, Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Patrick Wakeman. Their page shows their other deals.

CA
Management entity

II CALCAP Asset Management II, LLC

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

Listed on the same filings as Patrick Wakeman. Their page shows their other deals.

CO
Management entity

C/O CALCAP Asset Management I, Inc.

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

Listed on the same filings as Patrick Wakeman. Their page shows their other deals.

CO
Management entity

C/O CALCAP Strategic Opportunities, LLC

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

Listed on the same filings as Patrick Wakeman. Their page shows their other deals.

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

Edward M. Aloe

Executive Officer, Director, Promoter · 39 shared filings (35 issuers)

Edward M. Aloe is on 35 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark A. Mozilo

Executive Officer, Director, Promoter · 39 shared filings (35 issuers)

Mark A. Mozilo is on 35 issuers in total — a repeat sponsor. Their page lists every one.

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

Drew R. Buccino

Executive Officer, Director, Promoter · 14 shared filings (13 issuers) · also on 1 other issuer

Drew R. Buccino is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

John J. Holman

Executive Officer, Director, Promoter · 3 shared filings (2 issuers)

Listed on the same filings as Patrick Wakeman. Their page shows their other deals.

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

Holman J. John

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

Listed on the same filings as Patrick Wakeman. Their page shows their other deals.

The team behind the deals

C
Sponsor group

Calcap

37 issuers · 42 filings · $111.2M reported sold · 2011–2026

One team, 37 deal companies. Patrick Wakeman is listed on 35 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 Patrick Wakeman.

Same business address

1 other issuer 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

Adviser registration (Form ADV)

None of the 35 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 Patrick Wakeman 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 35 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Patrick Wakeman is listed on: none on file. No website or social profile named in CCSO 5200 North Lamar Blvd, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #145,745 of 374,652 in line (1,122 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 (Pasadena, CA). 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) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Patrick Wakeman appears on a new Form D, or when a court case or SEC action is matched to them. See plans →