PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:34 AM ET

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Patrick W Keene

Named as an officer, director or promoter on SEC Form D filings · MN, MS · Mar 16, 2009 → Dec 12, 2019

35deals (issuers)
$527.8Mreported sold
3,018investors
130Form D filings
2009–2019years 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 W Keene is listed as an executive officer and promoter on 130 SEC Form D filings by 35 issuers between Mar 2009 and Dec 2019. Largest by amount reported sold: AEI NATIONAL INCOME PROPERTY FUND VII LP (St. Paul, MN — commercial — 2010–2013; $92M reported sold to 842 investors), AEI NATIONAL INCOME PROPERTY FUND VIII LP (St. Paul, MN — commercial — 2013–2016; $82.6M reported sold to 845 investors), AEI Accredited Investor Fund VI LP (St. Paul, MN — commercial — 2009–2013; $50.7M reported sold to 491 investors), AEI Net Lease Income Fund 36 LP (St. Paul, MN — commercial — 2016–2019; $50.3M reported sold to 317 investors), AEI HEALTHCARE PORTFOLIO III DST (St. Paul, MN — commercial — 2018; $26.1M reported sold to 67 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 and promoter, over about 10 years. Across those companies the filings report $527.8M sold in total.

Listed alongside Robert P Johnson (130 shared filings), Advisors, Inc. W AEI Trust (51 shared filings, management entity), Manager, LLC W AEI Trust (51 shared filings, management entity), Securities, Inc. AEI (30 shared filings), XVIII, Inc AEI Fund Management (16 shared filings, management entity) and 35 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 Aei Net Lease (49 issuers, $838.6M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Aei Net Lease has 49 companies on file and $838.6M 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) — 4 bankruptcy cases matching the name listed in Key records below.

What this means 4 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 130 public filings for Patrick W Keene and found 8 differences, 3 worth asking the sponsor about: 45 filings report more than 10% of the money raised going to insiders; Paid seller listed without a CRD number: FINRA Member Broker-Dealers; 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 W Keene has not run yet — it is joining a line of 56,691 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, 2:17 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: 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 Patrick W Keene..

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

4 cases: 1 open, 3 closed (disposition not in docket feed)

Patrick M Keene open
United States Bankruptcy Court, W.D. Kentucky · No. 25-32154 · Filed Sep 3, 2025
Role of Patrick M Keene: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in KY (not a filing state); middle initial differs
Patrick Keene and Jeanne Keene closed
United States Bankruptcy Court, E.D. Michigan · No. 13-41705 · Filed Jan 30, 2013 · Closed May 6, 2013
Role of Patrick Keene and Jeanne Keene: Debtor · Outcome: Case closed 2013-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in MI (not a filing state); middle initial differs
Patrick J. Keene closed
United States Bankruptcy Court, N.D. Ohio · No. 02-20925 · Filed Sep 30, 2002 · Closed Mar 20, 2003
Role of Patrick J. Keene: Debtor · Outcome: Case closed 2003-03-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in OH (not a filing state); middle initial differs
Patrick M. Keene and Kathleen M. Hayes-Keene closed
United States Bankruptcy Court, E.D. California · No. 00-25661 · Filed May 12, 2000 · Closed Dec 31, 2002
Role of Patrick M. Keene and Kathleen M. Hayes-Keene: Debtor · Outcome: Case closed 2002-12-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in CA (not a filing state); middle initial differs
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 W Keene — 3 worth asking about (compared the newest 50 of 130 filings on Oct 24, 2026; older filings not covered)

Worth asking · Mar 8, 2017 – Dec 12, 2019

45 filings report more than 10% of the money raised going to insiders

167% of the money raised went to insiders — AEI Healthcare Portfolio IV DST · 33% of the money raised went to insiders — AEI Net Lease Income Fund 36 LP · 275% of the money raised went to insiders — AEI Healthcare Portfolio IV DST · 40% of the money raised went to insiders — AEI Net Lease Income Fund 36 LP · 38% of the money raised went to insiders — AEI Net Lease Portfolio XII DST · and 40 more

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D/A · Dec 12, 2019 ↗AEI Healthcare Portfolio IV DST — PartnerFacts page ↗Form D/A · Dec 12, 2019 ↗AEI Net Lease Income Fund 36 LP — PartnerFacts page ↗
Sources
Note · Jan 16, 2019 – Oct 18, 2021

Patrick W Keene appears on 2 deals that stopped filing before reaching their target

AEI Net Lease Income Fund 36 LP (last filing Oct 18, 2021; $50,274,641 sold of $200,000,000); AEI Net Lease Income Fund 37 LP (last filing Jan 16, 2019; $0 sold of $300,000,000). 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.

AEI Net Lease Income Fund 36 LP — PartnerFacts page ↗AEI Net Lease Income Fund 37 LP — PartnerFacts page ↗
Sources
Worth asking · Feb 1, 2017 – Jun 7, 2017

Paid seller listed without a CRD number: FINRA Member Broker-Dealers — AEI NET LEASE PORTFOLIO VII DST

FINRA Member Broker-Dealers is listed as receiving sales compensation on 6 filings (Feb 1, 2017 to Jun 7, 2017) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jun 7, 2017 ↗BrokerCheck search: FINRA Member Broker-Dealers ↗AEI NET LEASE PORTFOLIO VII DST — PartnerFacts page ↗
Sources
Note · Nov 6, 2019 – Dec 12, 2019

No amendment in the last 12 months on an offering that may still be open — AEI Healthcare Portfolio IV DST (latest filing Dec 12, 2019)

The latest filing for this offering is dated Dec 12, 2019 (first sale Nov 6, 2019). It reports $19,049,000 sold of $21,368,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Dec 12, 2019 ↗AEI Healthcare Portfolio IV DST — PartnerFacts page ↗
Sources
Note · Jul 1, 2019 – Aug 16, 2019

No amendment in the last 12 months on an offering that may still be open — AEI Net Lease Portfolio XII DST (latest filing Aug 16, 2019)

The latest filing for this offering is dated Aug 16, 2019 (first sale Jul 1, 2019). It reports $16,818,000 sold of $18,226,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Aug 16, 2019 ↗AEI Net Lease Portfolio XII DST — PartnerFacts page ↗
Sources
Note · May 24, 2017 – Aug 10, 2017

No amendment in the last 12 months on an offering that may still be open — AEI HEALTHCARE PORTFOLIO DST (latest filing Aug 10, 2017)

The latest filing for this offering is dated Aug 10, 2017 (first sale May 24, 2017). It reports $21,696,000 sold of $21,748,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Aug 10, 2017 ↗AEI HEALTHCARE PORTFOLIO DST — PartnerFacts page ↗
Sources
Worth asking · Dec 12, 2019 – Dec 21, 2020

Patrick W Keene is no longer listed on the Dec 21, 2020 amendment — AEI Net Lease Income Fund 36 LP

Patrick W Keene appears on the Dec 12, 2019 Form D/A (executive officer) but not on the Dec 21, 2020 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Dec 12, 2019 ↗Form D/A · Dec 21, 2020 ↗Patrick W Keene — PartnerFacts page ↗AEI Net Lease Income Fund 36 LP — PartnerFacts page ↗
Sources
Note · Feb 8, 2018

Formed in 2019 per the latest filing, but activity is dated 2018 — AEI Net Lease Portfolio VIII DST

The issuer's latest filing says it was formed in 2019. The Feb 8, 2018 filing says the first sale was Jan 24, 2018 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Form D · Feb 8, 2018 ↗AEI Net Lease Portfolio VIII DST — 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. We compared the newest 50 of 130 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

38 of 49 offerings report sales commissions totalling $63,956,918; 0 report finder's fees; 26 report proceeds to related persons totalling $396,438,304. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Dec 12, 2019 D/A
AEI Net Lease Income Fund 36 LP
File 021-276748
$17,000,000 (est.)$0$11,000,000 (est.)
Other offering and organization expenses, property search and acquisition cost to be paid if maximum offering amount is raised.
AEI Securities, Inc. BrokerCheck CRD 6158 ↗
via FINRA member broker-dealers that execute selling agreements

H.D. Vest Investment Services BrokerCheck CRD 13686 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Woodbury Financial Service, Inc. BrokerCheck CRD 421 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Sage Point Financial, Inc. BrokerCheck CRD 133763 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Ameritas Investment Corp BrokerCheck CRD 14869 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
M.J. Leblang, Inc. BrokerCheck CRD 2535 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Sentinus-Halo Securities, LLC BrokerCheck CRD 279029 ↗
1st Global Capital Corp. BrokerCheck CRD 30349 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗		EDGAR ↗
Dec 12, 2019 D/A
AEI Healthcare Portfolio IV DST
File 021-352291
$1,068,400 (est.)$0$31,882,530 (est.)
AEI Healthcare Portfolio IV Depositor LLC will be responsible for paying certain fees and costs of approximately $2,333,533.
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Lighthouse Capital Group BrokerCheck CRD 169135 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Avantax Investment Services, Inc BrokerCheck CRD 13686 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Great Point Capital, LLC BrokerCheck CRD 114203 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Principal Securities, Inc BrokerCheck CRD 1137 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗		EDGAR ↗
Aug 16, 2019 D/A
AEI Net Lease Portfolio XII DST
File 021-342863
$911,300 (est.)$0$2,525,200
AEI Net Lease Portfolio XII Depositor, LLC will be responsible for paying certain fees and costs of approximately $1,796,160.
Ausdal Financial Partners BrokerCheck CRD 7995 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159715 ↗
HD Vest Investment Services BrokerCheck CRD 13686 ↗
Lincoln Financial Advisors Corp BrokerCheck CRD 3978 ↗
M. H. Leblang, Inc. BrokerCheck CRD 2535 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Lighthouse Capital Group, LLC BrokerCheck CRD 169135 ↗		EDGAR ↗
Feb 14, 2019 D/A
AEI Net Lease Portfolio XI DST
File 021-329541
$1,031,250 (est.)$0$2,816,100
AEI Net Lease Portfolio XI Depositor, LLC will be responsible for paying certain fees and costs of approximately $825,000.
Capital Investment Group, Inc. BrokerCheck CRD 40657 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Chalice Capital Partners, LLC BrokerCheck CRD 288898 ↗
Kalos Capital, Inc BrokerCheck CRD 44337 ↗
KCD Financial, Inc BrokerCheck CRD 127473 ↗
Lincoln Financial Advisors Corp BrokerCheck CRD 3978 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Berthel Fisher & Company BrokerCheck CRD 13609 ↗
HD Vest Investment Services BrokerCheck CRD 13686 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Harbour Investments, Inc. BrokerCheck CRD 19285 ↗		EDGAR ↗
Jan 16, 2019 D/A
AEI Net Lease Income Fund 37 LP
File 021-319612
$0 (est.)$0$7,500,000 (est.)
5% due diligence fee to participating broker-dealers and reimbursement at cost for organization and offering expenses up to 3% of subscriptions if maximum offering amount is raised.
AEI Securities, Inc. BrokerCheck CRD 6158 ↗
via FINRA member broker-dealers that execute selling agreements
EDGAR ↗
Nov 7, 2018 D/A
AEI HEALTHCARE PORTFOLIO III DST
File 021-318902
$1,303,900 (est.)$0$3,457,500 (est.)
AEI Healthcare Portfolio III Depositor, LLC will be responsible for paying certain fees and costs of approximately $1,043,120.
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, Inc. BrokerCheck CRD 15576 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Ausdal Financial Partners, INc BrokerCheck CRD 7995 ↗
BD4RIA, Inc. BrokerCheck CRD 290240 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
CFD Investments, Inc. BrokerCheck CRD 25427 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
HD Vest Investment Services BrokerCheck CRD 13686 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Securities America, Inc BrokerCheck CRD 10205 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Ameritas Investment Corp BrokerCheck CRD 14869 ↗
Berthel Fischer BrokerCheck CRD 13609 ↗
Capital Investment Brokerage, Inc BrokerCheck CRD 40657 ↗
Concorde Investment Services, LL BrokerCheck CRD 151604 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
M.H. Leblang, Inc BrokerCheck CRD 2535 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗		EDGAR ↗
Oct 17, 2018 D/A
AEI Net Lease Portfolio IX DST
File 021-312099
$1,149,650 (est.)$0$22,993,000 (est.)
AEINetLeasePortfolio IX Depositor LLC is responsible for paying certain fees&costs approxmtly $1,986,461. AEI NetLeasePortfolio IX Depositor LLC will contribute real estate to the Issuer&receive approxmtly $20,881,539 in exchange for such real estate.
American Portfolios Financial Service, Inc. BrokerCheck CRD 18487 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, Inc BrokerCheck CRD 155576 ↗
HD Vest Investment Services BrokerCheck CRD 13686 ↗
Lincoln Financial Advisors Corp BrokerCheck CRD 3978 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
Lighthouse Capital Group, LLC BrokerCheck CRD 169135 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
M. H. Leblang, Inc. BrokerCheck CRD 2535 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗		EDGAR ↗
Mar 23, 2018 D/A
AEI Net Lease Portfolio VIII DST
File 021-305163
$1,024,250 (est.)$0$2,815,100 (est.)
AEI Net Lease Portfolio VIII Depositor, LLC will be responsible for paying certain fees and costs of approximately $1,995.700.
B.C. Ziegler and Company BrokerCheck CRD 61 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Harbour Investments, Inc BrokerCheck CRD 19258 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
Lighthouse Capital Group, LLC BrokerCheck CRD 169135 ↗
PrimeX BrokerCheck CRD 29394 ↗
Third Seven Capital, LLC BrokerCheck CRD 160209 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Berthel, Fisher & Company Financial Services BrokerCheck CRD 13609 ↗
Securities America, Inc BrokerCheck CRD 10205 ↗		EDGAR ↗
Feb 7, 2018 D/A
AEI Healthcare Portfolio II DST
File 021-299520
$783,050$0$2,209,100 (est.)
AEI Healthcare Portfolio II Depositor, LLC will be responsible for paying certain fees and costs associated to the offering.
Lighthouse Capital Group BrokerCheck CRD 169135 ↗
Investment Security Corporation BrokerCheck CRD 47536 ↗
Ausdal Financial Partners, Inc BrokerCheck CRD 7995 ↗
B.C. Ziegler and Company BrokerCheck CRD 61 ↗
Berthel Fisher and Company BrokerCheck CRD 13609 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
H.D. Vest Investment Services BrokerCheck CRD 13686 ↗
Investacorp, Inc BrokerCheck CRD 7684 ↗
Kalos Capital, Inc BrokerCheck CRD 44337 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Primex BrokerCheck CRD 29394 ↗
Third Seven Capital LLC BrokerCheck CRD 160209 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Parkland Securities BrokerCheck CRD 115368 ↗		EDGAR ↗
Aug 10, 2017 D/A
AEI HEALTHCARE PORTFOLIO DST
File 021-285991
$1,087,400 (est.)$0$20,660,600 (est.)B.C. Ziegler and Company BrokerCheck CRD 61 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Kalos Financial, Inc. BrokerCheck CRD 44337 ↗
Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
Ausdal Financial Partners, Inc BrokerCheck CRD 7995 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
H.D. Vest Investment Services BrokerCheck CRD 13686 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Primex BrokerCheck CRD 29394 ↗
Securities America, Inc. BrokerCheck CRD 110518 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Trident Partners LTD. BrokerCheck CRD 41258 ↗
Berthel Fisher and Company BrokerCheck CRD 13609 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Voya Financial Advisors, Inc. BrokerCheck CRD 36259 ↗		EDGAR ↗
Jun 7, 2017 D/A
AEI NET LEASE PORTFOLIO VII DST
File 021-279770
$938,100 (est.)$0$17,823,900 (est.)FINRA Member Broker-Dealers no CRD number reported
DFPG BrokerCheck CRD 155576 ↗
Harbour Investments, Inc BrokerCheck CRD 19258 ↗
H.D. Vest Investment Services BrokerCheck CRD 13686 ↗
Berthel Fisher and Company BrokerCheck CRD 13609 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Kalos Financial, Inc BrokerCheck CRD 44337 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Geneos Wealth Management, Inc. BrokerCheck CRD 120894 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Voya Financial Advisors, Inc. BrokerCheck CRD 36259 ↗
Ameritas Investment Corporation BrokerCheck CRD 14869 ↗
Huntwicke Securities BrokerCheck CRD 146993 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Securities America, Inc. BrokerCheck CRD 110518 ↗
Capital Financial Services, Inc. BrokerCheck CRD 8408 ↗		EDGAR ↗
Jan 10, 2017 D/A
AEI Net Lease Portfolio VI DST
File 021-269577
$1,098,100 (est.)$0$20,863,900 (est.)FINRA Member Broker-Dealers no CRD number reported
via Payable to selling Broker-Dealers

Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
H.D. Vest Investment Services BrokerCheck CRD 13686 ↗
Lighthouse Capital Group BrokerCheck CRD 2299254 ↗
Kalos Financial, Inc. BrokerCheck CRD 44337 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Ameritas Investment Corporation BrokerCheck CRD 14869 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗		EDGAR ↗
Sep 26, 2016 D/A
AEI NATIONAL INCOME PROPERTY FUND VIII LP
File 021-192609
$14,000,000 (est.)$0$12,000,000 (est.)
Other offering and organization expenses, property search and acquisition cost to be paid if maximum offering amount is raised.
AEI Securities, Inc BrokerCheck CRD 6158 ↗
via FINRA member broker-dealers that execute selling agreements
EDGAR ↗
Aug 25, 2016 D/A
AEI Net Lease Portfolio V DST
File 021-258998
$1,220,800 (est.)$0$23,195,200 (est.)FINRA Member Broker-Dealers no CRD number reported
via Payable to selling Broker-Dealers

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
H.D. Vest Investment Services BrokerCheck CRD 13686 ↗
Kalos Financial, Inc BrokerCheck CRD 44337 ↗
Ameritas Investment Corporation BrokerCheck CRD 14869 ↗
Berthel Fisher and Company BrokerCheck CRD 13609 ↗
Cabot Lodge Securities, LLC BrokerCheck CRD 159712 ↗
Capital Financial Services, Inc. BrokerCheck CRD 8408 ↗
EDI Financial BrokerCheck CRD 15699 ↗
Lighthouse Capital Group BrokerCheck CRD 2299254 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Primex BrokerCheck CRD 29394 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Advisory Group Equity Services, LTD BrokerCheck CRD 15427 ↗
Cambridge Investment Research Inc. BrokerCheck CRD 134139 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
IBN Financial Services, Inc BrokerCheck CRD 42360 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗		EDGAR ↗
Mar 8, 2016 D/A
AEI Net Lease Portfolio IV DST
File 021-254742
$974,750 (est.)$0$18,520,250 (est.)Ausdal Financial Partners, Inc BrokerCheck CRD 7995 ↗
Berthel Fisher and Company BrokerCheck CRD 13609 ↗
DFPG Investments, Inc BrokerCheck CRD 155576 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
Kalos Financial, Inc BrokerCheck CRD 44337 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Ameritas Investment Corporation BrokerCheck CRD 14869 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Voya Financial Advisors, Inc BrokerCheck CRD 2882 ↗
American Portfolios Financial Services, Inc BrokerCheck CRD 18487 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
McDermott Investment Advisors, LLC BrokerCheck CRD 132221 ↗
Nationwide Planning Associates BrokerCheck CRD 31029 ↗
Triad Advisors, Inc BrokerCheck CRD 25803 ↗		EDGAR ↗
Jul 16, 2015 D
AEI Net Lease Portfolio III DST
File 021-243861
$667,700 (est.)$0$13,354,000 (est.)
AEI Net Lease Portfolio III Depositor LLC is responsible for fees & costs of approximately $1,611,576.AEI Net Lease Portfolio III Depositor LLC will contribute real estate to the Issuer & receive approximately $11,742,424 in exchange for real estate
FINRA Member Broker-Dealers no CRD number reported
via Payable to selling Broker-Dealers
EDGAR ↗
Feb 5, 2015 D/A
AEI Net Lease Portfolio II DST
File 021-230635
$1,003,500 (est.)$0$20,070,000 (est.)
AEI Net Lease Portfolio II Depositor, LLC will be responsible for paying certain fees and costs of approximately $1,973,100. AEI Net Lease Portfolio II Depositor, LLC will contribute real estate to the Issuer and will receive approximately $18,006,900.
FINRA Member Broker-Dealers no CRD number reported
via Payable to selling Broker-Dealers
EDGAR ↗
Sep 8, 2014 D
AEI NET LEASE PORTFOLIO DST
File 021-224236
$716,050 (est.)$0$14,321,000 (est.)
All proceeds to the Issuer
AEI Net Lease Portfolio DST no CRD number reported
via FINRA Member Broker Dealers
EDGAR ↗
Feb 25, 2014 D
CM Lithia Springs DST
File 021-212474
$583,450 (est.)$0$11,669,000 (est.)
All proceeds to the Issuer
CM Lithia Springs DST no CRD number reported
via FINRA Member Broker Dealers
EDGAR ↗
Aug 23, 2013 D
AEI ACCREDITED INVESTOR FUND V LP
File 021-201833
$99,750$0$0
All proceeds to the issuer
H.D. Vest Investment Securities, Inc BrokerCheck CRD 13686 ↗
via H.D. Vest Investment Securities, Inc (CRD 13686 ↗)
EDGAR ↗
Aug 23, 2013 D
AEI INCOME & GROWTH FUND XXII LTD PARTNERSHIP
File 021-201835
$39,045$0$0 (est.)
All proceeds to the Issuer
H. D. Vest Investment Securities, Inc BrokerCheck CRD 13686 ↗
via H. D. Vest Investment Securities, Inc (CRD 13686 ↗)
EDGAR ↗
Aug 23, 2013 D
AEI INCOME & GROWTH FUND XXI LTD PARTNERSHIP
File 021-201836
$63,705$0$0 (est.)
All proceeds to the issuer
H. D. Vest Investment Securities, Inc BrokerCheck CRD 13686 ↗
via H.D. Vest Investment Securities, Inc (CRD 13686 ↗)
EDGAR ↗
Aug 6, 2013 D/A
AEI NATIONAL INCOME PROPERTY FUND VII LP
File 021-140066
$8,400,000 (est.)$0$6,000,000 (est.)
Other offering and organization expenses, property search and acquisition cost to be paid if maximum offering amount is raised.
AEI Securities, Inc BrokerCheck CRD 6158 ↗EDGAR ↗
Jul 31, 2013 D
AEI NET LEASE INCOME & GROWTH FUND XX LIMITED PARTNERSHIP
File 021-200520
$93,591 (est.)$0$0 (est.)
All proceeds to the Issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Jul 31, 2013 D
AEI INCOME & GROWTH FUND 24 LLC
File 021-200527
$114,389 (est.)$0$0 (est.)
All proceeds to the Issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
May 29, 2013 D
AEI ACCREDITED INVESTOR FUND V LP
File 021-197173
$95,779 (est.)$0$0 (est.)
All proceeds to the Issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
May 29, 2013 D
AEI Accredited Investor Fund VI LP
File 021-197191
$137,828 (est.)$0$0 (est.)
All proceeds to the Issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Nov 16, 2012 D
AEI Accredited Investor Fund VI LP
File 021-187160
$73,500 (est.)$0$0 (est.)
All proceeds to the Issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Nov 16, 2012 D
AEI NATIONAL INCOME PROPERTY FUND VII LP
File 021-187155
$73,550 (est.)$0$0 (est.)
All proceeds to the Issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Oct 4, 2012 D
AEI Accredited Investor Fund 2002 L P
File 021-185042
$168,853 (est.)$0$0 (est.)
All proceeds to the issuer
FINRA member broker-dealer no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Oct 3, 2012 D
AEI INCOME & GROWTH FUND XXII LTD PARTNERSHIP
File 021-184953
$112,569 (est.)$0$0 (est.)
All proceeds to the Issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Mar 6, 2012 D
AEI INCOME & GROWTH FUND 24 LLC
File 021-174415
$45,998 (est.)$0$0 (est.)
All proceeds to the issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Mar 6, 2012 D
AEI Income & Growth Fund 27 LLC
File 021-174389
$101,937 (est.)$0$0 (est.)
All proceeds to the Issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Feb 28, 2012 D/A
AEI INCOME & GROWTH FUND XXI LTD PARTNERSHIP
File 021-47801
$109,770 (est.)$0$2,623,462 (est.)FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Nov 18, 2011 D
AEI PRIVATE NET LEASE MILLENNIUM FUND L P
File 021-168971
$76,140 (est.)$0$0 (est.)
All proceeds to the issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Nov 18, 2011 D
AEI PRIVATE NET LEASE MILLENNIUM FUND L P
File 021-168979
$0$0$0N/A no CRD number reportedEDGAR ↗
Nov 18, 2011 D
AEI FUND MANAGEMENT XVII INC
File 021-168936
$0$0$0N/A no CRD number reportedEDGAR ↗
Nov 18, 2011 D
AEI INCOME & GROWTH FUND 24 LLC
File 021-168945
$195,787 (est.)$0$0 (est.)
All proceeds to the issuer
FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
May 5, 2011 D
AEI FUND MANAGEMENT XVII INC
File 021-159339
$0$0$0N/A no CRD number reportedEDGAR ↗
May 5, 2011 D
AEI FUND MANAGEMENT XVII INC
File 021-159344
$0$0$0N/A no CRD number reportedEDGAR ↗
Apr 18, 2011 D/A
AEI INCOME & GROWTH FUND 25 LLC
File 021-82366
$255,000 (est.)$0$4,845,000 (est.)FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Mar 11, 2011 D
AEI NET LEASE INCOME & GROWTH FUND XIX LIMITED PARTNERSHIP
File 021-156572
$0$0$0N/A no CRD number reportedEDGAR ↗
Mar 11, 2011 D
AEI NET LEASE INCOME & GROWTH FUND XX LIMITED PARTNERSHIP
File 021-156559
$0$0$0N/A no CRD number reportedEDGAR ↗
Mar 4, 2011 D/A
AEI NET LEASE INCOME & GROWTH FUND XIX LIMITED PARTNERSHIP
File 021-49855
$138,077 (est.)$0$2,623,462 (est.)FINRA member broker-dealers no CRD number reported
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Mar 1, 2011 D
AEI INCOME & GROWTH FUND XXII LTD PARTNERSHIP
File 021-156037
$0$0$0N/A no CRD number reportedEDGAR ↗
Feb 10, 2011 D
AEI INCOME & GROWTH FUND 23 LLC
File 021-155169
$0$0$0None no CRD number reportedEDGAR ↗
Apr 30, 2010 D
AEI CREDIT TENANT FUND 35 LP
File 021-141379
$0$0$106,800,000 (est.)No Load Fund - Institutional Investors Only no CRD number reportedEDGAR ↗
Mar 9, 2010 D/A
AEI Accredited Investor Fund VI LP
File 021-128010
$7,000,000 (est.)$0$6,550,000 (est.)
Other offering and organization expenses, property search and acquisition cost to be paid if maximum offering amount is raised.
AEI Securities, Inc BrokerCheck CRD 6158 ↗
via FINRA member broker-dealers that may execute selling agreements
EDGAR ↗
Oct 14, 2009 D/A
AEI SECURED INCOME FUND 35 LP
File 021-131420
$0$0$7,320,000 (est.)No Load Fund - Institutional Investors Only no CRD number reportedEDGAR ↗
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 W Keene on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

AH
Commercial · group: Aei Net Lease

AEI Healthcare Portfolio IV DST

St. Paul, MN · Oct 31, 2019 → Dec 12, 2019 · 3 filings
  • Dec 12, 2019 · D/A · $19,049,000 sold of $21,368,000 · 53 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Nov 20, 2019 · D/A · $11,577,000 sold of $21,368,000 · 30 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Oct 31, 2019 · D · $0 sold of $21,368,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $19M from 53 investors (89% of the $21.4M target) as of the latest filing. Patrick is listed as executive officer on 3 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Income Fund 36 LP

St. Paul, MN · Dec 21, 2016 → Dec 12, 2019 · 12 filings
  • Dec 12, 2019 · D/A · $32,844,589 sold of $200,000,000 · 214 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Oct 31, 2019 · D/A · $27,674,589 sold of $200,000,000 · 207 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Jul 9, 2019 · D/A · $26,347,997 sold of $200,000,000 · 169 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Feb 1, 2019 · D/A · $22,363,417 sold of $200,000,000 · 169 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Aug 20, 2018 · D/A · $18,309,299 sold of $200,000,000 · 133 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • May 17, 2018 · D/A · $15,007,539 sold of $200,000,000 · 107 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 8, 2018 · D/A · $10,235,378 sold of $200,000,000 · 88 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Feb 7, 2018 · D/A · $9,615,378 sold of $200,000,000 · 80 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Jan 10, 2018 · D/A · $8,475,328 sold of $200,000,000 · 73 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Dec 1, 2017 · D/A · $7,417,891 sold of $200,000,000 · 65 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Jun 14, 2017 · D/A · $1,307,763 sold of $200,000,000 · 12 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Dec 21, 2016 · D · $0 sold of $200,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $50.3M from 317 investors (25% of the $200M target) as of the latest filing. Patrick is listed as executive officer on 12 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Portfolio XII DST

St. Paul, MN · Jun 26, 2019 → Aug 16, 2019 · 4 filings
  • Aug 16, 2019 · D/A · $16,818,000 sold of $18,226,000 · 30 investors · min. $50,000 · role: Promoter EDGAR ↗
  • Jul 26, 2019 · D/A · $6,581,800 sold of $18,226,000 · 13 investors · min. $50,000 · role: Promoter EDGAR ↗
  • Jul 12, 2019 · D/A · $5,373,800 sold of $18,226,000 · 9 investors · min. $50,000 · role: Promoter EDGAR ↗
  • Jun 26, 2019 · D · $0 sold of $18,226,000 · 0 investors · min. $50,000 · role: Promoter EDGAR ↗

Raised $16.8M from 30 investors (92% of the $18.2M target) as of the latest filing. Patrick is listed as promoter on 4 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Portfolio XI DST

St. Paul, MN · Jan 3, 2019 → Feb 14, 2019 · 4 filings
  • Feb 14, 2019 · D/A · $20,625,000 sold of $20,625,000 · 43 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Feb 7, 2019 · D/A · $20,127,000 sold of $20,625,000 · 41 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Jan 18, 2019 · D/A · $11,071,000 sold of $20,625,000 · 21 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Jan 3, 2019 · D · $2,732,600 sold of $20,625,000 · 4 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $20.6M from 43 investors (100% of the $20.6M target) as of the latest filing. Patrick is listed as executive officer on 4 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Income Fund 37 LP

St. Paul, MN · Aug 20, 2018 → Jan 16, 2019 · 2 filings
  • Jan 16, 2019 · D/A · $0 sold of $300,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Aug 20, 2018 · D · $0 sold of $300,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer 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(c) (2,639 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.

AH
Commercial · group: Aei Net Lease

AEI HEALTHCARE PORTFOLIO III DST

St. Paul, MN · Aug 9, 2018 → Nov 7, 2018 · 4 filings
  • Nov 7, 2018 · D/A · $26,078,000 sold of $26,078,000 · 67 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Sep 20, 2018 · D/A · $12,243,000 sold of $26,078,000 · 30 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Aug 20, 2018 · D/A · $3,230,375 sold of $26,078,000 · 11 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Aug 9, 2018 · D · $2,244,375 sold of $26,078,000 · 6 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $26.1M from 67 investors (100% of the $26.1M target) as of the latest filing. Patrick is listed as executive officer, promoter on 4 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Portfolio IX DST

St. Paul, MN · May 10, 2018 → Oct 17, 2018 · 6 filings
  • Oct 17, 2018 · D/A · $22,993,000 sold of $22,993,000 · 64 investors · min. $50,000 · role: Promoter EDGAR ↗
  • Aug 20, 2018 · D/A · $18,762,646 sold of $22,993,000 · 52 investors · min. $50,000 · role: Promoter EDGAR ↗
  • Aug 2, 2018 · D/A · $15,446,096 sold of $22,993,000 · 42 investors · min. $50,000 · role: Promoter EDGAR ↗
  • Jul 12, 2018 · D/A · $9,949,000 sold of $22,993,000 · 31 investors · min. $50,000 · role: Promoter EDGAR ↗
  • Jun 7, 2018 · D/A · $5,285,350 sold of $22,993,000 · 19 investors · min. $50,000 · role: Promoter EDGAR ↗
  • May 10, 2018 · D · $1,540,700 sold of $22,993,000 · 5 investors · min. $50,000 · role: Promoter EDGAR ↗

Raised $23M from 64 investors (100% of the $23M target) as of the latest filing. Patrick is listed as promoter on 6 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Portfolio VIII DST

St. Paul, MN · Feb 8, 2018 → Mar 23, 2018 · 4 filings
  • Mar 23, 2018 · D/A · $20,485,000 sold of $20,485,000 · 46 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 8, 2018 · D/A · $19,362,050 sold of $20,485,000 · 42 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 22, 2018 · D/A · $15,035,000 sold of $20,485,000 · 31 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 8, 2018 · D · $11,401,000 sold of $20,485,000 · 16 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $20.5M from 46 investors (100% of the $20.5M target) as of the latest filing. Patrick is listed as executive officer, promoter on 4 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.

AH
Commercial · group: Aei Net Lease

AEI Healthcare Portfolio II DST

St. Paul, MN · Nov 27, 2017 → Feb 7, 2018 · 3 filings
  • Feb 7, 2018 · D/A · $15,661,000 sold of $15,661,000 · 45 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Dec 14, 2017 · D/A · $11,279,550 sold of $15,661,000 · 35 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Nov 27, 2017 · D · $761,000 sold of $15,661,000 · 3 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $15.7M from 45 investors (100% of the $15.7M target) as of the latest filing. Patrick is listed as executive officer, promoter on 3 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.

AH
Commercial · group: Aei Net Lease

AEI HEALTHCARE PORTFOLIO DST

St. Paul, MN · May 3, 2017 → Aug 10, 2017 · 5 filings
  • Aug 10, 2017 · D/A · $21,696,000 sold of $21,748,000 · 49 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Jul 19, 2017 · D/A · $19,726,060 sold of $21,748,000 · 42 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Jun 28, 2017 · D/A · $6,931,060 sold of $21,748,000 · 15 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Jun 7, 2017 · D/A · $925,400 sold of $21,748,000 · 6 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • May 3, 2017 · D · $0 sold of $21,748,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $21.7M from 49 investors (100% of the $21.7M target) as of the latest filing. Patrick is listed as executive officer on 5 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.

AN
Commercial · group: Aei Net Lease

AEI NET LEASE PORTFOLIO VII DST

St. Paul, MN · Feb 1, 2017 → Jun 7, 2017 · 6 filings
  • Jun 7, 2017 · D/A · $18,762,000 sold of $18,762,000 · 54 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • May 11, 2017 · D/A · $18,122,075 sold of $18,762,000 · 52 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Mar 29, 2017 · D/A · $11,690,000 sold of $18,762,000 · 30 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Mar 8, 2017 · D/A · $10,305,000 sold of $18,762,000 · 30 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Feb 8, 2017 · D/A · $5,385,000 sold of $18,762,000 · 16 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Feb 1, 2017 · D · $0 sold of $18,762,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $18.8M from 54 investors (100% of the $18.8M target) as of the latest filing. Patrick is listed as executive officer on 6 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Portfolio VI DST

St. Paul, MN · Aug 25, 2016 → Jan 10, 2017 · 5 filings
  • Jan 10, 2017 · D/A · $20,699,000 sold of $21,962,000 · 50 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Dec 8, 2016 · D/A · $17,482,000 sold of $21,962,000 · 37 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Nov 3, 2016 · D/A · $10,218,000 sold of $21,962,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Oct 18, 2016 · D/A · $4,777,000 sold of $21,962,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Aug 25, 2016 · D · $0 sold of $21,962,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $20.7M from 50 investors (94% of the $22M target) as of the latest filing. Patrick is listed as executive officer on 5 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.

AN
Commercial · group: Aei Net Lease

AEI NATIONAL INCOME PROPERTY FUND VIII LP

St. Paul, MN · Mar 1, 2013 → Sep 26, 2016 · 7 filings
  • Sep 26, 2016 · D/A · $82,573,865 sold of $200,000,000 · 845 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Sep 7, 2016 · D/A · $80,910,904 sold of $200,000,000 · 829 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Jun 28, 2016 · D/A · $72,934,520 sold of $200,000,000 · 769 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Feb 11, 2016 · D/A · $60,388,294 sold of $200,000,000 · 630 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Feb 18, 2015 · D/A · $26,975,666 sold of $200,000,000 · 290 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Feb 25, 2014 · D/A · $5,991,200 sold of $200,000,000 · 62 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 1, 2013 · D · $0 sold of $200,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $82.6M from 845 investors (41% of the $200M target) as of the latest filing. Patrick is listed as executive officer on 7 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Portfolio V DST

St. Paul, MN · Mar 10, 2016 → Aug 25, 2016 · 5 filings
  • Aug 25, 2016 · D/A · $19,817,000 sold of $24,416,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Jun 1, 2016 · D/A · $7,654,000 sold of $24,416,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • May 12, 2016 · D/A · $6,380,000 sold of $24,416,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Apr 21, 2016 · D/A · $2,550,000 sold of $24,416,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Mar 10, 2016 · D · $0 sold of $24,416,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $19.8M (81% of the $24.4M target) as of the latest filing. Patrick is listed as executive officer on 5 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Portfolio IV DST

St. Paul, MN · Jan 7, 2016 → Mar 8, 2016 · 4 filings
  • Mar 8, 2016 · D/A · $18,003,000 sold of $19,495,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Feb 11, 2016 · D/A · $15,977,000 sold of $19,495,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Feb 4, 2016 · D/A · $294,000 sold of $19,495,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Jan 7, 2016 · D · $294,000 sold of $19,495,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $18M (92% of the $19.5M target) as of the latest filing. Patrick is listed as executive officer on 4 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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Portfolio III DST

St. Paul, MN · Jul 16, 2015
  • Jul 16, 2015 · D · $0 sold of $13,354,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

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.

AN
Commercial · group: Aei Net Lease

AEI Net Lease Portfolio II DST

St. Paul, MN · Dec 22, 2014 → Feb 5, 2015 · 2 filings
  • Feb 5, 2015 · D/A · $375,000 sold of $20,070,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Dec 22, 2014 · D · $0 sold of $20,070,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

Raised $375K (2% of the $20.1M target) as of the latest filing. Patrick is listed as executive officer 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.

AN
Commercial · group: Aei Net Lease

AEI NET LEASE PORTFOLIO DST

St. Paul, MN · Sep 8, 2014
  • Sep 8, 2014 · D · $0 sold of $14,321,000 · 0 investors · min. $5,000 · role: Executive Officer (Chief Financial Officer, Secretary and Treasurer of the Issuer's Manager and of the Sole Member of Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

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.

CL
Commercial · group: Aei Net Lease

CM Lithia Springs DST

St. Paul, MN · Feb 25, 2014
  • Feb 25, 2014 · D · $0 sold of $11,669,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

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.

AI
Commercial · group: Aei Net Lease

AEI INCOME & GROWTH FUND XXI LTD PARTNERSHIP

St Paul, MN · Mar 17, 2009 → Aug 23, 2013 · 9 filings
  • Aug 23, 2013 · D · $2,123,500 sold of $2,123,500 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2012 · D/A · $1,575,000 sold of $2,195,400 · 7 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 8, 2011 · D/A · $955,780 sold of $2,761,539 · 4 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Apr 22, 2010 · D/A · $1,015,500 sold of $3,100,000 · 4 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 9, 2010 · D/A · $1,225,000 sold of $3,120,400 · 4 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • May 8, 2009 · D/A · $197,000 sold of $3,100,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • May 8, 2009 · D · $0 sold of $3,100,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 17, 2009 · D/A · $1,109,090 sold of $3,120,400 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 17, 2009 · D · $0 sold of $2,700,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

Raised $2.12M from 7 investors (100% of the $2.12M target) as of the latest filing. Patrick is listed as executive officer on 9 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.

AI
Commercial · group: Aei Net Lease

AEI INCOME & GROWTH FUND XXII LTD PARTNERSHIP

St Paul, MN · Mar 1, 2011 → Aug 23, 2013 · 3 filings
  • Aug 23, 2013 · D · $1,301,500 sold of $1,301,500 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Oct 3, 2012 · D · $0 sold of $2,251,373 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 1, 2011 · D · $8,600 sold of $8,600 · 0 investors · min. $8,600 · role: Executive Officer EDGAR ↗

Raised $1.3M (100% of the $1.3M target) as of the latest filing. Patrick is listed as executive officer on 3 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.

AA
Commercial · group: Aei Net Lease

AEI ACCREDITED INVESTOR FUND V LP

St Paul, MN · May 29, 2013 → Aug 23, 2013 · 2 filings
  • Aug 23, 2013 · D · $3,325,000 sold of $3,325,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • May 29, 2013 · D · $0 sold of $1,915,573 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

Raised $3.33M (100% of the $3.33M target) as of the latest filing. Patrick is listed as executive officer 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.

AN
Commercial · group: Aei Net Lease

AEI NATIONAL INCOME PROPERTY FUND VII LP

St. Paul, MN · Mar 30, 2010 → Aug 6, 2013 · 7 filings
  • Aug 6, 2013 · D/A · $92,030,769 sold of $120,000,000 · 842 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 1, 2013 · D/A · $65,710,617 sold of $100,000,000 · 584 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Nov 16, 2012 · D · $0 sold of $1,471,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2012 · D/A · $34,020,387 sold of $100,000,000 · 318 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 8, 2011 · D/A · $11,601,695 sold of $100,000,000 · 117 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 30, 2010 · D · $0 sold of $100,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 30, 2010 · D · $0 sold of $100,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $92M from 842 investors (77% of the $120M target) as of the latest filing. Patrick is listed as executive officer on 7 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.

AI
Commercial · group: Aei Net Lease

AEI INCOME & GROWTH FUND 24 LLC

St Paul, MN · Nov 18, 2011 → Jul 31, 2013 · 3 filings
  • Jul 31, 2013 · D · $0 sold of $2,287,772 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2012 · D · $0 sold of $915,953 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Nov 18, 2011 · D · $0 sold of $3,915,754 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer on 3 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.

AN
Commercial · group: Aei Net Lease

AEI NET LEASE INCOME & GROWTH FUND XX LIMITED PARTNERSHIP

St Paul, MN · Mar 11, 2011 → Jul 31, 2013 · 2 filings
  • Jul 31, 2013 · D · $0 sold of $1,871,811 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2011 · D · $9,800 sold of $9,800 · 0 investors · min. $9,800 · role: Executive Officer EDGAR ↗

Raised $9,800 (1% of the $1.87M target) as of the latest filing. Patrick is listed as executive officer 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.

AA
Commercial · group: Aei Net Lease

AEI Accredited Investor Fund VI LP

St. Paul, MN · Mar 16, 2009 → May 29, 2013 · 5 filings
  • May 29, 2013 · D · $0 sold of $2,756,557 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Nov 16, 2012 · D · $0 sold of $1,471,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 9, 2010 · D/A · $50,728,330 sold of $100,000,000 · 491 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 16, 2009 · D/A · $36,423,392 sold of $100,000,000 · 317 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 16, 2009 · D · $0 sold of $100,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $50.7M from 491 investors (100% of the $2.76M target) as of the latest filing. Patrick is listed as executive officer on 5 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.

AA
Commercial · group: Aei Net Lease

AEI Accredited Investor Fund 2002 L P

St Paul, MN · Oct 4, 2012
  • Oct 4, 2012 · D · $0 sold of $3,377,059 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

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.

AI
Commercial · group: Aei Net Lease

AEI Income & Growth Fund 27 LLC

St. Paul, MN · Mar 6, 2012
  • Mar 6, 2012 · D · $0 sold of $2,038,734 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

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.

AP
Commercial · group: Aei Net Lease

AEI PRIVATE NET LEASE MILLENNIUM FUND L P

St Paul, MN · Nov 18, 2011 → Nov 18, 2011 · 2 filings
  • Nov 18, 2011 · D · $0 sold of $3,800 · 0 investors · min. $8,600 · role: Executive Officer EDGAR ↗
  • Nov 18, 2011 · D · $0 sold of $1,522,794 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer 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.

AF
Commercial · group: Aei Net Lease

AEI FUND MANAGEMENT XVII INC

St. Paul, MN · May 5, 2011 → Nov 18, 2011 · 3 filings
  • Nov 18, 2011 · D · $3,100 sold of $3,100 · 0 investors · min. $8,600 · role: Executive Officer EDGAR ↗
  • May 5, 2011 · D · $0 sold of $3,500 · 0 investors · min. $3,500 · role: Executive Officer EDGAR ↗
  • May 5, 2011 · D · $0 sold of $17,550 · 0 investors · min. $17,550 · role: Executive Officer EDGAR ↗

Raised $3,100 (100% of the $3,100 target) as of the latest filing. Patrick is listed as executive officer on 3 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.

AI
Commercial · group: Aei Net Lease

AEI INCOME & GROWTH FUND 25 LLC

St Paul, MN · May 8, 2009 → Apr 18, 2011 · 4 filings
  • Apr 18, 2011 · D/A · $3,111,300 sold of $5,100,000 · 11 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Apr 22, 2010 · D/A · $1,274,200 sold of $5,100,000 · 5 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • May 8, 2009 · D/A · $477,000 sold of $5,100,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • May 8, 2009 · D · $0 sold of $5,100,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

Raised $3.11M from 11 investors (61% of the $5.1M target) as of the latest filing. Patrick is listed as executive officer on 4 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.

AN
Commercial · group: Aei Net Lease

AEI NET LEASE INCOME & GROWTH FUND XIX LIMITED PARTNERSHIP

St Paul, MN · Mar 17, 2009 → Mar 11, 2011 · 5 filings
  • Mar 11, 2011 · D · $99 sold of $99 · 0 investors · min. $99 · role: Executive Officer EDGAR ↗
  • Mar 4, 2011 · D/A · $1,012,000 sold of $2,761,539 · 4 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 9, 2010 · D/A · $1,225,000 sold of $3,120,400 · 4 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 17, 2009 · D/A · $0 sold of $3,120,400 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗
  • Mar 17, 2009 · D · $0 sold of $2,700,000 · 0 investors · min. $5,000 · role: Executive Officer EDGAR ↗

Raised $1.23M from 4 investors (100% of the $99 target) as of the latest filing. Patrick is listed as executive officer on 5 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.

AI
Commercial · group: Aei Net Lease

AEI INCOME & GROWTH FUND 23 LLC

St Paul, MN · Feb 10, 2011
  • Feb 10, 2011 · D · $0 sold of $4,700 · 0 investors · min. $4,700 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

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.

AC
Commercial · group: Aei Net Lease

AEI CREDIT TENANT FUND 35 LP

St. Paul, MN · Apr 30, 2010
  • Apr 30, 2010 · D · $0 sold of $600,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

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.

AS
Commercial · group: Aei Net Lease

AEI SECURED INCOME FUND 35 LP

St. Paul, MN · May 21, 2009 → Oct 14, 2009 · 2 filings
  • Oct 14, 2009 · D/A · $0 sold of $300,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • May 21, 2009 · D · $0 sold of $600,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer 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.

People around Patrick 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

AW
Management entity

Advisors, Inc. W AEI Trust

Promoter · 51 shared filings (12 issuers)

Advisors, Inc. W AEI Trust is on 12 issuers in total — a repeat sponsor. Their page lists every one.

MW
Management entity

Manager, LLC W AEI Trust

Promoter · 51 shared filings (12 issuers)

Manager, LLC W AEI Trust is on 12 issuers in total — a repeat sponsor. Their page lists every one.

XA
Management entity

XVIII, Inc AEI Fund Management

Promoter · 16 shared filings (3 issuers)

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

MA
Management entity

Manager, Inc. AEI Income Fund

Promoter · 14 shared filings (2 issuers) · also on 1 other issuer

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

3A
Management entity

35, Inc AEI Fund Management

Promoter · 3 shared filings (2 issuers)

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

MP
Management entity

Manager, LLC P AEI Trust

Promoter · 3 shared filings (1 issuer) · also on 4 other issuers

Manager, LLC P AEI Trust is on 5 issuers in total — a repeat sponsor. Their page lists every one.

AP
Management entity

Advisors, Inc. P AEI Trust

Promoter · 3 shared filings (1 issuer) · also on 4 other issuers

Advisors, Inc. P AEI Trust is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert P Johnson

Executive Officer, Director, Promoter · 130 shared filings (35 issuers) · also on 3 other issuers

Robert P Johnson is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

Securities, Inc. AEI

Promoter · 30 shared filings (5 issuers) · also on 1 other issuer

Securities, Inc. AEI is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Depositor, LLC AEI Healthcare Portfolio

Promoter · 15 shared filings (4 issuers)

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

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

Depositor, LLC AEI Net Lease Portfolio V

Promoter · 10 shared filings (3 issuers)

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

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

Winn-Dixie Co-Tenancy Panama City Florida

Promoter · 9 shared filings (2 issuers)

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

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

Depositor, LLC AEI Net Lease Portfolio VII

Promoter · 6 shared filings (1 issuer)

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

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

IX Depositor, LLC AEI Net Lease Portfolio

Promoter · 6 shared filings (1 issuer)

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

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

Depositor, LLC AEI Net Lease Portfolio VI

Promoter · 5 shared filings (1 issuer)

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

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

Applebee's Grill & Bar Macedonia Ohio

Promoter · 4 shared filings (1 issuer)

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

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

Trust Manager, LLC AEI

Promoter · 4 shared filings (3 issuers)

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

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

Depositor, LLC AEI Net Lease Portfolio VIII

Promoter · 4 shared filings (1 issuer)

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

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

Depositor, LLC AEI Net Lease Portfolio XI

Promoter · 4 shared filings (1 issuer)

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

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

Depositor, LLC AEI Net Lease Portfolio XII

Promoter · 4 shared filings (1 issuer)

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

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

Marni J Nygard

Executive Officer · 3 shared filings (1 issuer) · also on 16 other issuers

Marni J Nygard is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

KinderCare Learning Center Ballwin Missouri

Promoter · 3 shared filings (1 issuer)

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

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

Portfolio Depositor, LLC AEI Net Lease

Promoter · 3 shared filings (2 issuers) · also on 4 other issuers

Portfolio Depositor, LLC AEI Net Lease is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Jared Galleria of Jewelry Pittsburgh Pennsylvania

Promoter · 2 shared filings (2 issuers)

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

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

Fresenius Medical Care Hiram, Georgia

Promoter · 2 shared filings (2 issuers)

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

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

Fresenius Medical Care Laurinburg North Carolina

Promoter · 2 shared filings (2 issuers)

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

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

Jared Galleria of Jewelry Sugarland Texas

Promoter · 2 shared filings (2 issuers)

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

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

Tractor Supply Company Pikeville, Kentucky

Promoter · 2 shared filings (2 issuers)

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

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

Applebee's Johnstown, PA

Promoter · 2 shared filings (2 issuers)

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

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

Applebee's Sandusky Ohio

Promoter · 2 shared filings (2 issuers)

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

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

Champps Americana Restaurant Troy Michigan

Promoter · 1 shared filing (1 issuer)

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

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

Champps Americana Restaurant Columbus Easton Ohio

Promoter · 1 shared filing (1 issuer)

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

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

Arby's Restaurant Homewood Alabama

Promoter · 1 shared filing (1 issuer)

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

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

Johnny Carino's Co-Tenancy Victoria Texas

Promoter · 1 shared filing (1 issuer)

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

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

KinderCare Learning Center Indianapolis Indiana

Promoter · 1 shared filing (1 issuer)

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

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

KinderCare Learning Center Fort Worth Texas

Promoter · 1 shared filing (1 issuer)

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

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

Applebee's Beaver Falls, PA

Promoter · 1 shared filing (1 issuer)

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

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

Depositor, LLC CM Lithia Springs

Promoter · 1 shared filing (1 issuer)

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

The team behind the deals

AN
Sponsor group

Aei Net Lease

49 issuers · 218 filings · $838.6M reported sold · 2009–2026

One team, 49 deal companies. Patrick W Keene 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 W Keene.

Same business address

17 other issuers 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

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); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 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)

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 2 records on 2 issuers

Property records are matched to companies only, never to individuals, so none are matched to Patrick W Keene 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 — 2 issuers have property records: AEI Net Lease Portfolio VIII DST (1), AEI Healthcare Portfolio II DST (1).

Public profiles and social

Websites and social links of the issuers Patrick W Keene is listed on: none on file. No website or social profile named in AEI Net Lease Portfolio VIII DST's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #219,905 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 (St. Paul, MN). 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) ↗Minnesota court records online ↗Mississippi state courts — find the court ↗

Securities regulators

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

Business registries

Minnesota Secretary of State business search ↗Mississippi Secretary of State business search ↗OpenCorporates ↗

Change history

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