PATRICK J. KASSEN is listed as an executive officer and promoter on 16 SEC Form D filings by 11 issuers between Apr 2014 and Jun 2017. Largest by amount reported sold: ZELL EQUITY INTERNATIONAL FUND VI FEEDER, L.P. (Chicago, IL — pooled investment fund — 2015–2016; $339.2M reported sold to 2 investors), ZELL EQUITY INTERNATIONAL FUND VI SPECIAL OPPORTUNITIES, L.P. (Chicago, IL — pooled investment fund — 2015–2016; $339.2M reported sold to 2 investors), ZELL EQUITY INTERNATIONAL FUND VI SPECIAL OPPORTUNITIES FEEDER, L.P. (Chicago, IL — pooled investment fund — 2015–2016; $339.2M reported sold to 1 investors), ZELL EQUITY INTERNATIONAL FUND VI, L.P. (Chicago, IL — pooled investment fund — 2015–2016; $339.2M reported sold to 4 investors), ZEI CO-INVEST 1 FUND, L.P. (Chicago, IL — pooled investment fund — 2016; $205M reported sold to 2 investors) and 6 more (all listed below).
What this means That is a lot of deals — 11 separate companies raised money with this person listed as executive officer and promoter, over about 3 years. Across those companies the filings report $2.02B sold in total.
Listed alongside THOMAS HENEGHAN (14 shared filings), SAM ZELL (11 shared filings), Samuel Zell (3 shared filings), James Gilligan (2 shared filings) and Tom Heneghan (2 shared filings).
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 11 issuers belong to the sponsor group Zell (20 issuers, $2.5B reported sold, 2012–2024).
What this means A sponsor group is one team that sets up a new company for each deal. Zell has 20 companies on file and $2.5B 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 (AZ, CA, DE, TX, WA) — 1 court case matching the name listed in Key records below.
What this means 1 record came back, including 1 court case still open — open cases can take years and cost money. 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 16 public filings for PATRICK J. KASSEN and found 7 differences: Form D filed 16 days after the first sale; Offering amount changed 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.