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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:01 AM ET

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Peter Holstein

Named as an officer, director or promoter on SEC Form D filings · IL · May 12, 2011 → Sep 3, 2026

23deals (issuers)
$279.4Mreported sold
1,255investors
26Form D filings
2011–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Peter Holstein is listed as an executive officer, director, and promoter on 26 SEC Form D filings by 23 issuers between May 2011 and Sep 2026. Largest by amount reported sold: Middleton Milwaukee Investors LLC (Northbrook, IL — commercial — 2017; $41.2M reported sold to 125 investors), Middleton O2Cool Investors LLC (Northbrook, IL — industry reported as "Other" — 2018; $25.3M reported sold to 103 investors), Middleton Income Investors, LLC (Northbrook, IL — commercial — 2019; $22.2M reported sold to 93 investors), Middleton Park Place Investors LLC (Northbrook, IL — commercial — 2015; $22.1M reported sold to 92 investors), Middleton Tallgrass Investors LLC (Northbrook, ID — commercial — 2016; $20.5M reported sold to 119 investors) and 18 more (all listed below).

What this means That is a lot of deals — 23 separate companies raised money with this person listed as executive officer, director, and promoter, over about 15 years. Across those companies the filings report $279.4M sold in total.

Listed alongside Keith Jaffee (15 shared filings), Middleton Management Company, Inc. (13 shared filings, management entity), Middleton Partners, LLC (8 shared filings, management entity), Mitchel A. Greenberg (8 shared filings), Mitchell Greenberg (8 shared filings) and 32 others.

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

The issuers belong to 2 sponsor groups: Middleton (32 issuers, $289.9M reported sold, 2010–2026) and Sherman (10 issuers, $147.7M reported sold, 2009–2025).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 26 public filings for Peter Holstein and found 5 differences, 1 worth asking the sponsor about: 14 Form Ds were filed more than 15 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Peter Holstein has not run yet — it is joining a line of 4,293 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 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: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Peter Holstein..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

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

Peter B Holstein and Teri A Holstein closed
United States Bankruptcy Court, C.D. Illinois · No. 07-70699 · Filed Apr 11, 2007 · Closed Aug 3, 2007
Role of Peter B Holstein and Teri A Holstein: Debtor · Outcome: Case closed 2007-08-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 3 people with this name in Form D filings; court in the person's filing state (IL)
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, 2:16 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

5 differences found between the filings for Peter Holstein — 1 worth asking about (compared 26 filings on Oct 24, 2026)

Worth asking · Apr 18, 2011 – Jul 20, 2023

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

Form D filed 64 days after the first sale — Middleton Income Investors, LLC · Form D filed 114 days after the first sale — Middleton Arbor Michigan Avenue Investors LLC · Form D filed 242 days after the first sale — Hillsdale Property Company, LLC · Form D filed 28 days after the first sale — Middleton Pinstripes Investor SBS LLC · Form D filed 28 days after the first sale — Middleton Pinstripes Investor LLC · and 9 more

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

Sources
Note · Apr 18, 2011 – Feb 13, 2024

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

No amendment in the last 12 months on an offering that may still be open — Middleton Distressed Opportunities Fund I LLC (latest filing Feb 13, 2024) · No amendment in the last 12 months on an offering that may still be open — Middleton Pinstripes Investor SBS LLC (latest filing Jul 20, 2023) · No amendment in the last 12 months on an offering that may still be open — Middleton Pinstripes Investor LLC (latest filing Jul 20, 2023) · No amendment in the last 12 months on an offering that may still be open — Middleton Income Investors, LLC (latest filing Sep 18, 2019) · No amendment in the last 12 months on an offering that may still be open — Middleton O2Cool Investors LLC (latest filing Dec 21, 2018) · and 6 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Note · Sep 3, 2025 – Sep 3, 2026

Address moved from Glencoe, IL to Lake Forest, IL — Middleton Open Season Fund II-A LP

The people listed on the Sep 3, 2025 filing give Glencoe, IL; on the Sep 3, 2026 filing they give Lake Forest, IL.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Sep 3, 2025 – Sep 3, 2026

Address moved from Glencoe, IL to Lake Forest, IL — Middleton Open Season Fund II LP

The people listed on the Sep 3, 2025 filing give Glencoe, IL; on the Sep 3, 2026 filing they give Lake Forest, IL.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · May 12, 2011 – Oct 21, 2013

Reported revenue range changed between filings — 2455 Investors LLC

"$1,000,001 - $5,000,000" (May 12, 2011); then "Decline to Disclose" (Oct 21, 2013).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 24 offerings report sales commissions; 0 report finder's fees; 14 report proceeds to related persons totalling $10,541,833. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 3, 2026 D/A
Middleton Open Season Fund II LP
File 021-556481
$0$0$0
Investors in the Issuer will be subject to a management fee and carried interest as is described in the offering documents of the Issuer.
None listed on this filingEDGAR ↗
Sep 3, 2026 D/A
Middleton Open Season Fund II-A LP
File 021-556482
$0$0$0
Investors in the Issuer will be subject to a management fee and carried interest as is described in the offering documents of the Issuer.
None listed on this filingEDGAR ↗
Feb 13, 2024 D
Middleton Distressed Opportunities Fund I LLC
File 021-505124
$0$0$0 (est.)
The Manager or an affiliate of the Manager may receive compensation in exchange for its services as outlined in the offering documents. Such amount is indeterminable at this time.
None listed on this filingEDGAR ↗
Jul 20, 2023 D
Middleton Pinstripes Investor LLC
File 021-487447
$0$0$0None listed on this filingEDGAR ↗
Jul 20, 2023 D
Middleton Pinstripes Investor SBS LLC
File 021-487460
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2023 D
Middleton Chatham Investors, LLC
File 021-474340
$0$0$0 (est.)
Manager/affiliates will be entitled to reasonable fees/compensation for the performance of their duties, including acquisition fee/reimbursement of expenses. Such fees and compensation are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 18, 2019 D
Middleton Income Investors, LLC
File 021-349105
$0$0$0 (est.)
The Manager and related persons will be entitled to fees in certain instances, including an acquisition fee of .65% of each Property's purchase price. Because of the contingent nature of these fees, they have not been included in the estimate.
None listed on this filingEDGAR ↗
Dec 21, 2018 D
Middleton O2Cool Investors LLC
File 021-328818
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2018 D
Middleton Arbor Michigan Avenue Investors LLC
File 021-326913
$0$0$900,000 (est.)
An Acquisition and Asset Management Fee will be paid to the Sponsor. In addition, the Manager, the Sponsor and Affiliates will be reimbursed by the Issuer for direct out-of-pocket expenses incurred by them in connection with the Offering.
None listed on this filingEDGAR ↗
Jul 10, 2017 D
Middleton Milwaukee Investors LLC
File 021-290290
$0$0$3,500,000 (est.)
An acquisition and asset management fee of a maximum $3,500,000 will be payable to the Manager. There are additional fees paid to affiliates of downstream entities which are not Affiliates of the Issuer or the Sponsor.
None listed on this filingEDGAR ↗
Dec 28, 2016 D
Middleton Logan Investors LLC
File 021-277150
$0 (est.)$0 (est.)$380,000 (est.)
Includes an acquisition and asset management fee of $350,000. In addition, the Manager and its affiliates will be reimbursed for certain direct out-of-pocket expenses incurred by them in connection with the Offering and the formation of the Issuer.
None listed on this filingEDGAR ↗
Oct 31, 2016 D
Middleton Tallgrass Investors LLC
File 021-273504
$0 (est.)$0 (est.)$553,500 (est.)
An acquisition and asset management fee, equal to 2.7% of the offering proceeds, and property management fees will be paid to an Affiliate of Middleton Sponsor III and/or the Directors.
None listed on this filingEDGAR ↗
Oct 24, 2016 D
Middleton Montrose Investors LLC
File 021-273071
$0$0$250,000 (est.)
An asset management fee of $250,000 will be payable to the Manager. There are additional fees paid to affiliates of downstream entities which are not Affiliates of the Issuer or the Sponsor.
None listed on this filingEDGAR ↗
Dec 30, 2015 D
Middleton Park Place Investors LLC
File 021-254152
$0$0$1,800,000 (est.)
Manager's affiliates and principals will be paid acquisition and asset management fees not to exceed 2.7% of the capital invested. A portion of the proceeds may be paid to Manager, affiliates and principals for costs in the ordinary course of business.
None listed on this filingEDGAR ↗
Oct 1, 2015 D
Middleton Westbrook Investors, LLC
File 021-248601
$0$0$430,000None listed on this filingEDGAR ↗
Feb 24, 2015 D
MB1001 Investors LLC
File 021-234651
$0$0$100,000None listed on this filingEDGAR ↗
Feb 12, 2015 D
Middleton Beverly Investors LLC
File 021-233948
$0$0$1,450,000None listed on this filingEDGAR ↗
Aug 21, 2014 D
Middleton 1033 Van Buren Investors LLC
File 021-223416
$0$0$133,333None listed on this filingEDGAR ↗
Oct 21, 2013 D
2455 Investors LLC
File 021-204936
$0$0$0None listed on this filingEDGAR ↗
Aug 27, 2013 D
Hillsdale Property Company, LLC
File 021-201956
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2013 D
DCI Minneapolis Investors, LLC
File 021-191506
$0$0$190,000None listed on this filingEDGAR ↗
Nov 9, 2012 D
NORTH SHORE RESIDENTIAL FUND I, LLC
File 021-186765
$0$0$100,000 (est.)
Reimbursement of syndication and organization expenses
None listed on this filingEDGAR ↗
Dec 8, 2011 D
Champaign Portfolio Associates LLC
File 021-169792
$0$0$400,000 (est.)
Fee payable in connection with the acquisition of real estate. To be paid with offering proceeds and/or loan proceeds.
None listed on this filingEDGAR ↗
May 12, 2011 D
2455 Investors LLC
File 021-159737
$0$0$355,000 (est.)None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 23

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

Pooled Investment Fund · group: Middleton

Middleton Open Season Fund II-A LP

Lake Forest, IL · Sep 3, 2025 → Sep 3, 2026 · 2 filings
  • Sep 3, 2026 · D/A · $17,360,000 sold of $50,000,000 · 9 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Sep 3, 2025 · D · $0 sold of $50,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $17.4M from 9 investors (35% of the $50M target) as of the latest filing. Peter is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Middleton

Middleton Open Season Fund II LP

Lake Forest, IL · Sep 3, 2025 → Sep 3, 2026 · 2 filings
  • Sep 3, 2026 · D/A · $17,360,000 sold of $50,000,000 · 32 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Sep 3, 2025 · D · $0 sold of $50,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $17.4M from 32 investors (35% of the $50M target) as of the latest filing. Peter is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Commercial · group: Middleton

Middleton Distressed Opportunities Fund I LLC

Northbrook, IL · Feb 13, 2024
  • Feb 13, 2024 · D · $6,490,000 sold of $7,930,000 · 23 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $6.49M from 23 investors (82% of the $7.93M target) as of the latest filing. Peter is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Pooled Investment Fund · group: Middleton

Middleton Pinstripes Investor SBS LLC

Northbrook, IL · Jul 20, 2023
  • Jul 20, 2023 · D · $18,331,200 sold of $27,000,000 · 68 investors · min. $20,000 · role: Executive Officer EDGAR ↗

Raised $18.3M from 68 investors (68% of the $27M target) as of the latest filing. Peter is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Middleton

Middleton Pinstripes Investor LLC

Northbrook, IL · Jul 20, 2023
  • Jul 20, 2023 · D · $2,010,000 sold of $27,000,000 · 28 investors · min. $20,000 · role: Executive Officer EDGAR ↗

Raised $2.01M from 28 investors (7% of the $27M target) as of the latest filing. Peter is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Commercial · group: Middleton

Middleton Chatham Investors, LLC

Northbrook, IL · Feb 27, 2023
  • Feb 27, 2023 · D · $0 sold of $12,325,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Commercial · group: Middleton

Middleton Income Investors, LLC

Northbrook, IL · Sep 18, 2019
  • Sep 18, 2019 · D · $22,233,333 sold of $50,000,000 · 93 investors · min. $100,000 · role: Executive Officer, Director, Promoter (PRINCIPAL AND SPONSOR OF MANAGER) EDGAR ↗

Raised $22.2M from 93 investors (44% of the $50M target) as of the latest filing. Peter is listed as executive officer, director, promoter.

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.

Other · group: Middleton

Middleton O2Cool Investors LLC

Northbrook, IL · Dec 21, 2018
  • Dec 21, 2018 · D · $25,318,185 sold of $32,000,000 · 92 investors · min. $10,000 · role: Executive Officer, Director (DIRECTOR/PRINCIPAL OF MIDDLETON MANAGEMENT COMPANY AND EXECUTIVE OFFICER OF ISSUER.) EDGAR ↗

Raised $25.3M from 103 investors (79% of the $32M target) as of the latest filing. Peter is listed as executive officer, director.

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: Other / 506(b) (18,678 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.

Commercial · group: Middleton

Middleton Arbor Michigan Avenue Investors LLC

Northbrook, IL · Nov 30, 2018
  • Nov 30, 2018 · D · $17,685,000 sold of $19,500,000 · 105 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (PRINCIPAL OF SPONSOR, MANAGER AFFILIATE, AND OWNER) EDGAR ↗

Raised $17.7M from 105 investors (91% of the $19.5M target) as of the latest filing. Peter is listed as executive officer, director, promoter.

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.

Commercial · group: Middleton

Middleton Milwaukee Investors LLC

Northbrook, IL · Jul 10, 2017
  • Jul 10, 2017 · D · $41,244,353 sold of $41,244,353 · 125 investors · min. No minimum reported · role: Executive Officer (Principal of Sponsor and Owner of Manager) EDGAR ↗

Raised $41.2M from 125 investors (100% of the $41.2M target) as of the latest filing. Peter is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Commercial · group: Middleton

Middleton Logan Investors LLC

Northbrook, IL · Dec 28, 2016
  • Dec 28, 2016 · D · $11,500,000 sold of $11,500,000 · 88 investors · min. No minimum reported · role: Executive Officer, Director (Director / Principal of Middleton Partners, LLC) EDGAR ↗

Raised $11.5M from 88 investors (100% of the $11.5M target) as of the latest filing. Peter is listed as executive officer, director.

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.

Commercial · group: Middleton

Middleton Tallgrass Investors LLC

Northbrook, ID · Oct 31, 2016
  • Oct 31, 2016 · D · $20,500,000 sold of $20,500,000 · 119 investors · min. No minimum reported · role: Executive Officer, Director (Director / Principal of Middleton Partners, LLC) EDGAR ↗

Raised $20.5M from 119 investors (100% of the $20.5M target) as of the latest filing. Peter is listed as executive officer, director.

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.

Commercial · group: Middleton

Middleton Montrose Investors LLC

Northbrook, IL · Oct 24, 2016
  • Oct 24, 2016 · D · $4,675,000 sold of $4,675,000 · 87 investors · min. No minimum reported · role: Executive Officer (Manager / Principal of Middleton Partners, LLC, and Affiliate of Manager) EDGAR ↗

Raised $4.67M from 87 investors (100% of the $4.67M target) as of the latest filing. Peter is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Commercial · group: Middleton

Middleton Park Place Investors LLC

Northbrook, IL · Dec 30, 2015
  • Dec 30, 2015 · D · $22,100,000 sold of $22,100,000 · 92 investors · min. $100,000 · role: Director (Principal of Manager and Affiliate) EDGAR ↗

Raised $22.1M from 92 investors (100% of the $22.1M target) as of the latest filing. Peter is listed as director.

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.

Commercial · group: Middleton

Middleton Westbrook Investors, LLC

Northbrook, IL · Oct 1, 2015
  • Oct 1, 2015 · D · $7,250,000 sold of $7,550,000 · 36 investors · min. No minimum reported · role: Executive Officer, Director (Treasurer of Manager of Issuer) EDGAR ↗

Raised $7.25M from 36 investors (96% of the $7.55M target) as of the latest filing. Peter is listed as executive officer, director.

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.

Commercial · group: Middleton

MB1001 Investors LLC

Northbrook, IL · Feb 24, 2015
  • Feb 24, 2015 · D · $3,800,000 sold of $4,000,000 · 18 investors · min. No minimum reported · role: Executive Officer, Director (Treasurer of the Manager of Issuer's Manager) EDGAR ↗

Raised $3.8M from 18 investors (95% of the $4M target) as of the latest filing. Peter is listed as executive officer, director.

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.

Commercial · group: Middleton

Middleton Beverly Investors LLC

Northbrook, IL · Feb 12, 2015
  • Feb 12, 2015 · D · $18,350,000 sold of $18,750,000 · 76 investors · min. No minimum reported · role: Executive Officer, Director (Treasurer of Manager of Issuer) EDGAR ↗

Raised $18.4M from 76 investors (98% of the $18.8M target) as of the latest filing. Peter is listed as executive officer, director.

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.

Commercial · group: Middleton

Middleton 1033 Van Buren Investors LLC

Northbrook, IL · Aug 21, 2014
  • Aug 21, 2014 · D · $2,500,000 sold of $2,500,000 · 45 investors · min. $25,000 · role: Executive Officer (Mr. Holstein is an executive officer of the Manager of the Issuer. The Manager is Middleton Management Company, Inc.) EDGAR ↗

Raised $2.5M from 45 investors (100% of the $2.5M target) as of the latest filing. Peter is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

Other Real Estate · group: Middleton

2455 Investors LLC

Northbrook, IL · May 12, 2011 → Oct 21, 2013 · 2 filings
  • Oct 21, 2013 · D · $0 sold of $850,000 · 0 investors · min. No minimum reported · role: Executive Officer (Vice-President of the Manager of the Issuer) EDGAR ↗
  • May 12, 2011 · D · $1,550,000 sold of $4,100,000 · 9 investors · min. $200,000 · role: Executive Officer EDGAR ↗

Raised $1.55M from 9 investors (100% of the $850K target) as of the latest filing. Peter is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 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.

Commercial · group: Middleton

Hillsdale Property Company, LLC

Northbrook, IL · Aug 27, 2013
  • Aug 27, 2013 · D · $6,700,000 sold of $6,700,000 · 55 investors · min. No minimum reported · role: Executive Officer (Principal of Romanek Hillsdale Manager, LLC listed above) EDGAR ↗

Raised $6.7M from 55 investors (100% of the $6.7M target) as of the latest filing. Peter is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Commercial · group: Middleton

DCI Minneapolis Investors, LLC

Northbrook, IL · Feb 7, 2013
  • Feb 7, 2013 · D · $2,300,000 sold of $2,300,000 · 14 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Vice President, Treasurer and Secretary of Issuer; Manager of the Manager of Issuer) EDGAR ↗

Raised $2.3M from 14 investors (100% of the $2.3M target) as of the latest filing. Peter is listed as executive officer, director, promoter.

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.

Residential · group: Sherman

NORTH SHORE RESIDENTIAL FUND I, LLC

Deerfield, IL · Nov 9, 2012
  • Nov 9, 2012 · D · $10,175,000 sold of $11,000,000 · 30 investors · min. $500,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $10.2M from 30 investors (93% of the $11M target) as of the latest filing. Peter is listed as executive officer, director, promoter.

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.

Pooled Investment Fund · group: Middleton

Champaign Portfolio Associates LLC

Northbrook, IL · Dec 8, 2011
  • Dec 8, 2011 · D · $0 sold of $7,250,000 · 0 investors · min. $200,000 · role: Director, Promoter (Vice President of the Managers and Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Peter is listed as director, promoter.

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.

Other pages with the same name (2)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Peter L. Holstein — IL, 3 issuers, Jan 12, 2018 → Nov 25, 2025 · shares 1 issuer with this record
  • Peter 60062 Holstein — IL, 1 issuer, Mar 29, 2016 → Mar 29, 2016 · no shared issuer

People around Peter 37

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

Management entity

Middleton Management Company, Inc.

Executive Officer, Director, Promoter · 13 shared filings (13 issuers) · also on 3 other issuers

Middleton Management Company, Inc. is on 16 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Middleton Partners, LLC

Director, Executive Officer, Promoter · 8 shared filings (8 issuers) · also on 2 other issuers

Middleton Partners, LLC is on 10 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Middleton Sponsor II LLC

Executive Officer, Director, Promoter · 3 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

Romanek CPA Manager, LLC

Director, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

RPL DCI Minneapolis Manager LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

Romanek Hillsdale Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

Hillsdale Property Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

Romanek Properties Ltd.

Director · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

MIDDLETON SPONSOR LL LLC

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

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

Middleton Sponsor III LLC

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

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

Middleton Sponsor II LLC

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

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

Middleton Sponsor IV LLC

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

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

MIDDLETON O2COOL SPONSOR LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

MIDDLETON INCOME SPONSOR LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

Middleton Chatham Sponsor, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

GW Properties, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

Management entity

MDOF I Sponsor LLC

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

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

Keith Jaffee

Executive Officer, Director, Promoter · 15 shared filings (15 issuers) · also on 6 other issuers

Keith Jaffee is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

Mitchel A. Greenberg

Executive Officer, Director, Promoter · 8 shared filings (8 issuers) · also on 7 other issuers

Mitchel A. Greenberg is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Mitchell Greenberg

Executive Officer, Director, Promoter · 8 shared filings (8 issuers) · also on 2 other issuers

Mitchell Greenberg is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

MATTHEW JAFFEE

Executive Officer, Director, Promoter · 7 shared filings (5 issuers) · also on 1 other issuer

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

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

Marvin Romanek

Executive Officer, Director, Promoter · 5 shared filings (4 issuers)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

Bruce Bachmann

Executive Officer, Promoter · 4 shared filings (3 issuers)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

MATTHEW SCHNEIDER

Executive Officer, Promoter · 4 shared filings (2 issuers)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

David Sherman

Executive Officer, Director, Promoter · 1 shared filing (1 issuer) · also on 9 other issuers

David Sherman is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark J Putterman

Executive Officer, Director, Promoter · 1 shared filing (1 issuer) · also on 8 other issuers

Mark J Putterman is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

William T. Barry

Director, Promoter · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

Bruce R Bachman

Director, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

Mitch Greenburg

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

Julia A. McCullough

Director · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

James L. Grier

Director · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

KEITH JAFEE

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

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

Matt Jaffee

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

Shai Wolkowicki

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

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

Simon Holstein

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Peter Holstein. Their page shows their other deals.

The team behind the deals

Sponsor group

Middleton

32 issuers · 36 filings · $289.9M reported sold · 2010–2026

One team, 32 deal companies. Peter Holstein is listed on 22 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 Peter Holstein.

Sponsor group

Sherman

10 issuers · 11 filings · $147.7M reported sold · 2009–2025

One team, 10 deal companies. Peter Holstein is listed on 1 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 Peter Holstein.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

None of the 23 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Peter Holstein 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 23 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Peter Holstein is listed on: none on file. No website or social profile named in Middleton Milwaukee Investors LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #270,078 of 374,652 in line (14 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 (Northbrook, IL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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