PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:04 AM ET

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Robert A. Bourne

Named as an officer, director or promoter on SEC Form D filings · FL · Jun 17, 2009 → May 15, 2025

16deals (issuers)
$201.9Mreported sold
2,150investors
28Form D filings
2009–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:18 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert A. Bourne is listed as an executive officer, director, and promoter on 28 SEC Form D filings by 16 issuers between Jun 2009 and May 2025. Largest by amount reported sold: Bourne Seniors Housing V, LLC (Winter Park, FL — other real estate — 2019–2021; $48M reported sold to 376 investors), Bourne Seniors Housing VII, LLC (Winter Park, FL — other real estate — 2022–2025; $40M reported sold to 260 investors), Bourne Seniors Housing IV, LLC (Winter Park, FL — investing — 2018; $38.1M reported sold to 513 investors), Bourne Seniors Housing III, LLC (Winter Park, FL — investing — 2016–2017; $33.2M reported sold to 500 investors), Triloma Bourne Seniors Housing II, LLC (Winter Park, FL — investing — 2015–2016; $17M reported sold to 218 investors) and 11 more (all listed below).

What this means That is a lot of deals — 16 separate companies raised money with this person listed as executive officer, director, and promoter, over about 16 years. Across those companies the filings report $201.9M sold in total.

Listed alongside Samuel G Spears (10 shared filings), R. Kyle Bourne (9 shared filings), Kyle Bourne R. (7 shared filings), Stephen K Case (7 shared filings), Bourne Financial Group, LLC C. Bourne Financial Group, LLC (5 shared filings, management entity) and 38 others.

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

The issuers belong to 2 sponsor groups: Bourne Seniors (17 issuers, $167.4M reported sold, 2014–2025) and Cnl (13 issuers, $102.9M reported sold, 2009–2026).

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 (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) — 18 bankruptcy cases matching the name listed in Key records below.

What this means 18 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 28 public filings for Robert A. Bourne and found 12 differences, 6 worth asking the sponsor about: Amount sold went down between filings; 31% of the money raised went to insiders; 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 Robert A. Bourne has not run yet — it is #6,816 of 46,397 in line; 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, 2:18 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 Robert A. Bourne..

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

18 cases: 18 closed (disposition not in docket feed)

Robert Bourne closed
United States Bankruptcy Court, W.D. Washington · No. 16-13816 · Filed Jul 25, 2016 · Closed Oct 31, 2016
Role of Robert Bourne: Debtor · Outcome: Case closed 2016-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in WA (not a filing state)
Robert L Bourne closed
United States Bankruptcy Court, S.D. Ohio · No. 1:14-bk-14271 · Filed Oct 15, 2014 · Closed Feb 18, 2015
Role of Robert L Bourne: Debtor · Outcome: Case closed 2015-02-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in OH (not a filing state); middle initial differs
Robert A Bourne, Jr and Heidi L Bourne closed
United States Bankruptcy Court, W.D. Washington · No. 12-19297 · Filed Sep 10, 2012 · Closed Apr 5, 2013
Role of Robert A Bourne, Jr: Debtor · Outcome: Case closed 2013-04-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in WA (not a filing state)
Robert F. Bourne, Sr. and Ellen L. Bourne closed
United States Bankruptcy Court, S.D. California · No. 11-19628 · Filed Dec 1, 2011 · Closed May 23, 2014
Role of Robert F. Bourne, Sr.: Debtor · Outcome: Case closed 2014-05-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in CA (not a filing state); middle initial differs
Robert E Bourne and Peggy M Bourne closed
United States Bankruptcy Court, W.D. Virginia · No. 11-61171 · Filed May 6, 2011 · Closed Aug 3, 2011
Role of Robert E Bourne and Peggy M Bourne: Debtor · Outcome: Case closed 2011-08-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in VA (not a filing state); middle initial differs
Robert Bourne, Jr closed
United States Bankruptcy Court, N.D. Illinois · No. 08-27515 · Filed Oct 14, 2008 · Closed Jan 30, 2009
Role of Robert Bourne, Jr: Debtor · Outcome: Case closed 2009-01-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in IL (not a filing state)
Robert A. Bourne and Patricia I. Bourne closed
United States Bankruptcy Court, W.D. New York · No. 2-05-22759 · Filed Jun 2, 2005 · Closed May 9, 2008
Role of Robert A. Bourne and Patricia I. Bourne: Debtor · Outcome: Case closed 2008-05-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in NY (not a filing state)
Robert S. Bourne closed
United States Bankruptcy Court, D. Connecticut · No. 04-21502 · Filed May 14, 2004 · Closed Aug 26, 2004
Role of Robert S. Bourne: Debtor · Outcome: Case closed 2004-08-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in CT (not a filing state); middle initial differs
Robert H. Bourne and Eve E. Bourne closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 03-15042 · Filed Apr 1, 2003 · Closed Aug 22, 2003
Role of Robert H. Bourne and Eve E. Bourne: Debtor · Outcome: Case closed 2003-08-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in PA (not a filing state); middle initial differs
Robert S. Bourne closed
United States Bankruptcy Court, D. Maryland · No. 02-19269 · Filed Aug 9, 2002 · Closed Nov 14, 2002
Role of Robert S. Bourne: Debtor · Outcome: Case closed 2002-11-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in MD (not a filing state); middle initial differs
ROBERT G. BOURNE closed
United States Bankruptcy Court, D. Arizona · No. 2:02-bk-11198 · Filed Jul 19, 2002 · Closed Jan 29, 2003
Role of ROBERT G. BOURNE: Debtor · Outcome: Case closed 2003-01-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in AR (not a filing state); middle initial differs
Robert E Bourne and Peggy M Bourne closed
United States Bankruptcy Court, W.D. Virginia · No. 01-04358 · Filed Nov 29, 2001 · Closed Mar 6, 2002
Role of Robert E Bourne and Peggy M Bourne: Debtor · Outcome: Case closed 2002-03-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in VA (not a filing state); middle initial differs
Robert C. Bourne closed
United States Bankruptcy Court, D. Maryland · No. 00-12794 · Filed Mar 14, 2000 · Closed Jun 27, 2000
Role of Robert C. Bourne: Debtor · Outcome: Case closed 2000-06-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in MD (not a filing state); middle initial differs
Robert Bourne closed
United States Bankruptcy Court, C.D. California · No. 6:98-bk-33336 · Filed Nov 25, 1998 · Closed Mar 26, 1999
Role of Robert Bourne: Debtor · Outcome: Case closed 1999-03-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in CA (not a filing state)
Robert L Bourne closed
United States Bankruptcy Court, S.D. Ohio · No. 1:98-bk-17040 · Filed Nov 17, 1998 · Closed Feb 26, 1999
Role of Robert L Bourne: Debtor · Outcome: Case closed 1999-02-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in OH (not a filing state); middle initial differs
Robert Bourne closed
United States Bankruptcy Court, D. Alaska · No. 98-01268 · Filed Nov 2, 1998 · Closed Mar 25, 1999
Role of Robert Bourne: Debtor · Outcome: Case closed 1999-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in AK (not a filing state)
Robert G Bourne closed
United States Bankruptcy Court, N.D. Illinois · No. 96-01660 · Filed Jan 22, 1996 · Closed May 23, 1996
Role of Robert G Bourne: Debtor · Outcome: Case closed 1996-05-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in IL (not a filing state); middle initial differs
ROBERT O. BOURNE closed
United States Bankruptcy Court, S.D. Mississippi · No. 86-07540 · Filed Apr 14, 1986 · Closed Dec 4, 1990
Role of ROBERT O. BOURNE: Debtor · Outcome: Case closed 1990-12-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 28 federal dockets); 4 people with this name in Form D filings; court in MS (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, 2:18 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

12 differences found between the filings for Robert A. Bourne — 6 worth asking about (compared 28 filings on Oct 24, 2026)

Worth asking · Aug 8, 2022 – Aug 30, 2022

Amount sold went down between filings — Bourne Seniors Housing VII, LLC

The Aug 8, 2022 filing says $40,000,000 sold; the Aug 30, 2022 Form D/A says $0 sold — $40,000,000 less.

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

Form D/A (earlier) · Aug 8, 2022 ↗Form D/A (later) · Aug 30, 2022 ↗Bourne Seniors Housing VII, LLC — PartnerFacts page ↗
Sources
Worth asking · Sep 14, 2020

31% of the money raised went to insiders — BFG LMI II, LLC

The Sep 14, 2020 Form D reports $650,000 sold and $202,500 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Manager will be reimbursed organization expenses and receive an acquisition fee. Estimate is based on the offering being fully subscribed for maximum amount of $5,000,000.".

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 · Sep 14, 2020 ↗BFG LMI II, LLC — PartnerFacts page ↗
Sources
Worth asking · May 1, 2018

104% of the money raised went to insiders — BFG Kennewick DST

The May 1, 2018 Form D reports $4,435,187 sold and $4,610,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "BFG Kennewick Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,442,400.".

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 · May 1, 2018 ↗BFG Kennewick DST — PartnerFacts page ↗
Sources
Worth asking · Jun 17, 2009 – Aug 17, 2023

Robert A. Bourne appears on 11 deals that stopped filing before reaching their target

BFG Co-Investment II, LLC (last filing Aug 17, 2023; $0 sold of $10,000,000); BFG Co-Investment Fund, LLC (last filing Dec 12, 2022; $0 sold of $5,000,000); BFG Investors V, LLC (last filing Jun 9, 2022; $7,070,707 sold of $25,000,000); BFG LMI II, LLC (last filing Sep 14, 2020; $650,000 sold of $5,000,000); BFG Issaquah, LLC (last filing Jul 26, 2018; $0 sold of $8,654,000); BFG Kennewick DST (last filing May 1, 2018; $4,435,187 sold of $18,860,000); and 5 more. 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.

BFG Co-Investment II, LLC — PartnerFacts page ↗BFG Co-Investment Fund, LLC — PartnerFacts page ↗BFG Investors V, LLC — PartnerFacts page ↗BFG LMI II, LLC — PartnerFacts page ↗
Sources
Worth asking · May 25, 2011 – May 9, 2012

Form D filed 350 days after the first sale — CNLBancshares, Inc.

The filing says the first sale was May 25, 2011. The Form D was filed May 9, 2012 — 350 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 335 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · May 9, 2012 ↗CNLBancshares, Inc. — PartnerFacts page ↗
Sources
Worth asking · Aug 31, 2009 – Dec 17, 2009

Form D filed 108 days after the first sale — CNLBancshares, Inc.

The filing says the first sale was Aug 31, 2009. The Form D was filed Dec 17, 2009 — 108 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 93 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Dec 17, 2009 ↗CNLBancshares, Inc. — PartnerFacts page ↗
Sources
Note · May 25, 2011 – Jun 30, 2011

Form D filed 36 days after the first sale — CNLBancshares, Inc.

The filing says the first sale was May 25, 2011. The Form D was filed Jun 30, 2011 — 36 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 21 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jun 30, 2011 ↗CNLBancshares, Inc. — PartnerFacts page ↗
Sources
Note · Aug 31, 2009 – Jun 9, 2022

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

No amendment in the last 12 months on an offering that may still be open — BFG Investors V, LLC (latest filing Jun 9, 2022) · No amendment in the last 12 months on an offering that may still be open — Bourne Seniors Housing V, LLC (latest filing Mar 12, 2021) · No amendment in the last 12 months on an offering that may still be open — BFG LMI II, LLC (latest filing Sep 14, 2020) · No amendment in the last 12 months on an offering that may still be open — Bourne Seniors Housing IV, LLC (latest filing Dec 19, 2018) · No amendment in the last 12 months on an offering that may still be open — BFG Kennewick DST (latest filing May 1, 2018) · and 7 more

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

Form D/A · Jun 9, 2022 ↗BFG Investors V, LLC — PartnerFacts page ↗Form D/A · Mar 12, 2021 ↗Bourne Seniors Housing V, LLC — PartnerFacts page ↗
Sources
Note · Nov 2, 2021 – Jun 9, 2022

Offering amount lowered between filings — BFG Investors V, LLC

The Nov 2, 2021 filing says $25,000,000 offered; the Jun 9, 2022 Form D/A says $7,500,000.

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

Form D (earlier) · Nov 2, 2021 ↗Form D/A (later) · Jun 9, 2022 ↗BFG Investors V, LLC — PartnerFacts page ↗
Sources
Note · Nov 2, 2021 – Jun 9, 2022

Minimum investment changed between filings — BFG Investors V, LLC

The Nov 2, 2021 filing lists a minimum of $250,000; the Jun 9, 2022 Form D/A lists $50,000.

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

Form D (earlier) · Nov 2, 2021 ↗Form D/A (later) · Jun 9, 2022 ↗BFG Investors V, LLC — PartnerFacts page ↗
Sources
Note · Jun 17, 2009 – Dec 17, 2009

Robert A. Bourne is written 2 different ways on the filings

listed as "Robert Arthur Bourne" on 2 filings (from Jun 17, 2009), and "Robert A Bourne" on 26 filings (from Dec 17, 2009).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D/A · Jun 17, 2009 ↗Form D · Dec 17, 2009 ↗Robert A. Bourne — PartnerFacts page ↗
Sources
Note · Jun 17, 2009

Industry group changed between filings — CNL Income Real Estate, LLC

"Commercial" (Jun 17, 2009); then "Investing" (Jun 17, 2009).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D/A · Jun 17, 2009 ↗Form D · Jun 17, 2009 ↗CNL Income Real Estate, LLC — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

10 of 18 offerings report sales commissions totalling $28,431,715; 0 report finder's fees; 9 report proceeds to related persons totalling $10,844,925. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 15, 2025 D/A
Bourne Seniors Housing VII, LLC
File 021-455241
$3,700,000 (est.)$0$1,332,300Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗EDGAR ↗
Aug 17, 2023 D
BFG Co-Investment II, LLC
File 021-490040
$0$0$420,000
The Manager will receive an acquisition fee equal to 1.5% of the Company's share of Total Costs for the acquisition and capital improvement of senior housing communities. The total amount paid will depend on the actual amount of such costs.
None listed on this filingEDGAR ↗
Dec 12, 2022 D
BFG Co-Investment Fund, LLC
File 021-467107
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2022 D/A
BFG Investors V, LLC
File 021-419489
$0$0$426,000 (est.)
Manager was reimbursed organization and offering expenses and receive an acquisition fee.
None listed on this filingEDGAR ↗
Mar 12, 2021 D/A
Bourne Seniors Housing V, LLC
File 021-334809
$7,500,000 (est.)$0$1,125,000 (est.)
The Manager will receive acquisition fees equal to 1.5% of the acquisition and development costs of the Company's real estate assets. The total amount paid will depend on the actual amount of such costs.
Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗
Alan R. Druckenmiller BrokerCheck CRD 5191639 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Rodney Bahy Ibrahim BrokerCheck CRD 4358176 ↗
via Aegis Capital Corp. (CRD 15007 ↗)

Jason Corey Griggs BrokerCheck CRD 4795395 ↗
via Arkadios Capital (CRD 282710 ↗)

James O'Neal Mitchell Jr. BrokerCheck CRD 336937 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Jamie Mittiga Powell BrokerCheck CRD 1596875 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Brian Aurey Uphoff BrokerCheck CRD 1569323 ↗
via Calton & Associates, Inc. (CRD 20999 ↗)

Byron Keith Crosby BrokerCheck CRD 2158157 ↗
via Calton & Associates, Inc. (CRD 20999 ↗)

John Treadway Brogdon, Jr. BrokerCheck CRD 1450806 ↗
via Calton & Associates, Inc. (CRD 20999 ↗)

Marc Alan Seeherman BrokerCheck CRD 1131557 ↗
via Calton & Associates, Inc. (CRD 20999 ↗)

Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Tyler Don Sullivan BrokerCheck CRD 5401187 ↗
via Client One Securities LLC (CRD 152974 ↗)

James Franklin Shenk BrokerCheck CRD 2876098 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Benjamin Melvin Schick BrokerCheck CRD 4897243 ↗
via Cobalt Capital, Inc. (CRD 136161 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Dan Holzer BrokerCheck CRD 5779187 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Navinbhai Hirabhai Patel BrokerCheck CRD 6994505 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Sudhir G. Pai BrokerCheck CRD 5928622 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Dakota A. Lawrence BrokerCheck CRD 5255723 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Brad Whalen BrokerCheck CRD 2582276 ↗
via Green Vista Capital, LLC (CRD 293630 ↗)

Samuel Scott Bianchi BrokerCheck CRD 3036667 ↗
via IBN Financial Services, Inc. (CRD 42360 ↗)

Timothy Daniel Nihill BrokerCheck CRD 4220287 ↗
via IBN Financial Services, Inc. (CRD 42360 ↗)

Todd Robert Rhine BrokerCheck CRD 2384366 ↗
via IBN Financial Services, Inc. (CRD 42360 ↗)

Barry Eugene Weed BrokerCheck CRD 816202 ↗
via Intercarolina Financial Services, Inc. (CRD 19475 ↗)

Williams Keen Butcher BrokerCheck CRD 2098675 ↗
via International Assets Advisory, LLC (CRD 10645 ↗)

Alexander Raymond Creede BrokerCheck CRD 6392369 ↗
via International Assets Advisory, LLC (CRD 10645 ↗)

Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Guy Anthony Harrigan BrokerCheck CRD 1817525 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

James Bradley Teegarden BrokerCheck CRD 2812366 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Christopher Brian Pelley BrokerCheck CRD 1008077 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

David Norval Wood BrokerCheck CRD 2306563 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

John Hubert Chaney BrokerCheck CRD 44529 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

Robert Morgan Vance BrokerCheck CRD 1887560 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
SCF Securities, Inc. BrokerCheck CRD 47275 ↗
Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Christopher Michael Dukes BrokerCheck CRD 4712873 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Patrick Morehead BrokerCheck CRD 6661646 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Sheldon Singleton BrokerCheck CRD 2060931 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

John Arthur Doane BrokerCheck CRD 4083486 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Peggy Lynn Romero BrokerCheck CRD 6227087 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Stephen Charles Olsson BrokerCheck CRD 857922 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Arturo J Rodriguez Diaz BrokerCheck CRD 1301783 ↗
via Aegis Capital Corp. (CRD 15007 ↗)

Martin Hunter McFarlin BrokerCheck CRD 2838151 ↗
via Arkadios Capital (CRD 282710 ↗)

William Louis Herford BrokerCheck CRD 2066018 ↗
via Arkadios Capital (CRD 282710 ↗)

Jason Christopher Cook BrokerCheck CRD 4349388 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Robert Boris Hardcastle BrokerCheck CRD 1101791 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

TJ Iwan Setro BrokerCheck CRD 1428815 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Douglas Stephen Drelich BrokerCheck CRD 2459757 ↗
via Client One Securities LLC (CRD 152974 ↗)

Donald Neal Sullivan BrokerCheck CRD 1979017 ↗
via Client One Securities LLC (CRD 152974 ↗)

Jay Reid Porter BrokerCheck CRD 1123708 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Roy Vincent Pfleger BrokerCheck CRD 5896655 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Michael Edward O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

William Christopher Duffy BrokerCheck CRD 6726333 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Philippus Theunis Van Staden BrokerCheck CRD 4489166 ↗
via Green Vista Capital, LLC (CRD 293630 ↗)

Randall George Skrabonja BrokerCheck CRD 1858245 ↗
via Green Vista Capital, LLC (CRD 293630 ↗)

Hantz Financial Services, Inc. BrokerCheck CRD 46047 ↗
Carnell Moore BrokerCheck CRD 2715870 ↗
via International Assets Advisory, LLC (CRD 10645 ↗)

David Peter Reiss BrokerCheck CRD 6591492 ↗
via International Assets Advisory, LLC (CRD 10645 ↗)

Reina Loree Schlager BrokerCheck CRD 2370434 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Cindy Larue Crossett BrokerCheck CRD 5868822 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Ken Levin BrokerCheck CRD 2823854 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Michael Robert Rubenstein BrokerCheck CRD 5445954 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Stephen Wayne Wingard BrokerCheck CRD 2746603 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

John Patrick Shortal BrokerCheck CRD 2233172 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)
EDGAR ↗
Sep 14, 2020 D
BFG LMI II, LLC
File 021-375402
$0$0$202,500 (est.)
Manager will be reimbursed organization expenses and receive an acquisition fee. Estimate is based on the offering being fully subscribed for maximum amount of $5,000,000.
None listed on this filingEDGAR ↗
Dec 19, 2018 D/A
Bourne Seniors Housing IV, LLC
File 021-302257
$6,300,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
via Orchard Securities, LLC (CRD 133378 ↗)
EDGAR ↗
Jul 26, 2018 D
BFG Issaquah, LLC
File 021-317840
$0$0$264,000 (est.)None listed on this filingEDGAR ↗
May 1, 2018 D
BFG Kennewick DST
File 021-311414
$1,697,400 (est.)$0$4,610,000 (est.)
BFG Kennewick Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,442,400.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Nov 22, 2017 D/A
Bourne Seniors Housing III, LLC
File 021-274483
$3,500,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
via Orchard Securities, LLC (CRD 133378 ↗)
EDGAR ↗
Jul 17, 2017 D
BFG POCONO DST
File 021-290855
$733,875 (est.)$0$2,325,125 (est.)
BFG POCONO DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $1,675,000.
ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Jun 29, 2016 D/A
Triloma Bourne Seniors Housing II, LLC
File 021-243364
$2,625,000 (est.)$0$0Triloma Securities, LLC BrokerCheck CRD 173059 ↗
via Triloma Securities, LLC (CRD 173059 ↗)
EDGAR ↗
Mar 23, 2016 D
TBSH II Feeder, LLC
File 021-259870
$0$0$0Triloma Securities, LLC BrokerCheck CRD 173059 ↗
via Triloma Securities, LLC (CRD 173059 ↗)
EDGAR ↗
Jun 25, 2015 D/A
Bourne Healthcare Properties, LLC
File 021-227504
$1,370,000 (est.)$0$0G. A. Repple BrokerCheck CRD 17486 ↗EDGAR ↗
May 9, 2012 D
CNLBancshares, Inc.
File 021-177970
$25,440$0$0Spencer-Winston Securities Corporation BrokerCheck CRD 8300 ↗EDGAR ↗
Jun 30, 2011 D
CNLBancshares, Inc.
File 021-162145
$0$0$0None listed on this filingEDGAR ↗
Dec 17, 2009 D
CNLBancshares, Inc.
File 021-137003
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2009 D/A
CNL Income Real Estate, LLC
File 021-132040
$980,000 (est.)$0$140,000 (est.)CNL Securities Corp. BrokerCheck CRD 10356 ↗EDGAR ↗
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 16

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

BS
Other Real Estate · group: Bourne Seniors

Bourne Seniors Housing VII, LLC

Winter Park, FL · Aug 8, 2022 → May 15, 2025 · 3 filings
  • May 15, 2025 · D/A · $15,175,425 sold of $40,000,000 · 260 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗
  • Aug 30, 2022 · D/A · $0 sold of $40,000,000 · 0 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗
  • Aug 8, 2022 · D/A · $40,000,000 sold of $40,000,000 · 0 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $40M from 260 investors (100% of the $40M target) as of the latest filing. Robert 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: 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.

BC
Other Real Estate · group: Bourne Seniors

BFG Co-Investment II, LLC

Winter Park, FL · Aug 17, 2023
  • Aug 17, 2023 · D · $0 sold of $10,000,000 · 0 investors · min. $50,000 · role: Executive Officer, Director, Promoter (CEO and Member of the Board of Managers of Sole Member of Issuer's Manager.) EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, director, promoter.

Latest filing on EDGAR ↗
Sources

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

BC
Other Real Estate · group: Bourne Seniors

BFG Co-Investment Fund, LLC

Winter Park, FL · Dec 12, 2022
  • Dec 12, 2022 · D · $0 sold of $5,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Director, Promoter (Chief Executive Officer and Member of Board of Managers of Sole Member of Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, director, promoter.

Latest filing on EDGAR ↗
Sources

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

BI
Other Real Estate · group: Bourne Seniors

BFG Investors V, LLC

Winter Park, FL · Jun 9, 2022
  • Jun 9, 2022 · D/A · $7,070,707 sold of $7,500,000 · 62 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $7.07M from 62 investors (94% of the $7.5M target) as of the latest filing. Robert is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

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

BS
Other Real Estate · group: Bourne Seniors

Bourne Seniors Housing V, LLC

Winter Park, FL · Mar 14, 2019 → Mar 12, 2021 · 3 filings
  • Mar 12, 2021 · D/A · $47,961,994 sold of $75,000,000 · 376 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2020 · D/A · $27,680,979 sold of $75,000,000 · 225 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2019 · D · $0 sold of $75,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $48M from 376 investors (64% of the $75M target) as of the latest filing. Robert 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: 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.

BL
Other Real Estate · group: Bourne Seniors

BFG LMI II, LLC

Winter Park, FL · Sep 14, 2020
  • Sep 14, 2020 · D · $650,000 sold of $5,000,000 · 1 investors · min. $500,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Sole Member of Issuer's Manager) EDGAR ↗

Raised $650K from 1 investor (13% of the $5M target) as of the latest filing. Robert is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

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

BS
Investing · group: Bourne Seniors

Bourne Seniors Housing IV, LLC

Winter Park, FL · Jan 3, 2018 → Dec 19, 2018 · 2 filings
  • Dec 19, 2018 · D/A · $38,112,996 sold of $60,000,000 · 513 investors · min. $25,000 · role: Executive Officer, Promoter (Executive Officer of the Sponsor and Promoter of the Issuer) EDGAR ↗
  • Jan 3, 2018 · D · $0 sold of $60,000,000 · 0 investors · min. $25,000 · role: Executive Officer, Promoter (Executive Officer of the Sponsor and Promoter of the Issuer) EDGAR ↗

Raised $38.1M from 513 investors (64% of the $60M target) as of the latest filing. Robert is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BI
Other Real Estate · group: Bourne Seniors

BFG Issaquah, LLC

Winter Park, FL · Jul 26, 2018
  • Jul 26, 2018 · D · $0 sold of $8,654,000 · 0 investors · min. $50,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Robert 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: 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.

BK
Other Real Estate · group: Bourne Seniors

BFG Kennewick DST

Winter Park, FL · May 1, 2018
  • May 1, 2018 · D · $4,435,187 sold of $18,860,000 · 14 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $4.44M from 14 investors (24% of the $18.9M target) as of the latest filing. Robert 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: 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.

BS
Investing · group: Bourne Seniors

Bourne Seniors Housing III, LLC

Winter Park, FL · Nov 15, 2016 → Nov 22, 2017 · 2 filings
  • Nov 22, 2017 · D/A · $33,195,070 sold of $50,000,000 · 500 investors · min. $25,000 · role: Executive Officer, Promoter (Executive Officer of Sponsor and Promoter of Issuer) EDGAR ↗
  • Nov 15, 2016 · D · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer, Promoter (Executive Officer of Sponsor and Promoter of Issuer) EDGAR ↗

Raised $33.2M from 500 investors (66% of the $50M target) as of the latest filing. Robert is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BP
Other Real Estate · group: Bourne Seniors

BFG POCONO DST

Winter Park, FL · Jul 17, 2017
  • Jul 17, 2017 · D · $0 sold of $7,725,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Robert 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: 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.

TB
Investing · group: Bourne Seniors

Triloma Bourne Seniors Housing II, LLC

Winter Park, FL · Jul 9, 2015 → Jun 29, 2016 · 3 filings
  • Jun 29, 2016 · D/A · $16,951,620 sold of $25,000,000 · 218 investors · min. $25,000 · role: Executive Officer, Promoter (Executive Officer of Sponsor and Promoter of Issuer) EDGAR ↗
  • Mar 28, 2016 · D/A · $7,509,520 sold of $25,000,000 · 74 investors · min. $25,000 · role: Executive Officer, Promoter (Executive Officer of Sponsor and Promoter of Issuer) EDGAR ↗
  • Jul 9, 2015 · D · $0 sold of $25,000,000 · 0 investors · min. $25,000 · role: Executive Officer, Promoter (Executive Officer of Sponsor and Promoter of Issuer) EDGAR ↗

Raised $17M from 218 investors (68% of the $25M target) as of the latest filing. Robert 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: Investing / 506(b) (2,521 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.

TF
Investing · group: Bourne Seniors

TBSH II Feeder, LLC

Winter Park, FL · Mar 23, 2016
  • Mar 23, 2016 · D · $65,000 sold of $6,250,000 · 2 investors · min. $25,000 · role: Executive Officer, Promoter (Executive Officer of the Sole Owner of the Non-Member Manager) EDGAR ↗

Raised $65K from 2 investors (1% of the $6.25M target) as of the latest filing. Robert is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BH
Investing · group: Bourne Seniors

Bourne Healthcare Properties, LLC

Winter Park, FL · Oct 31, 2014 → Jun 25, 2015 · 2 filings
  • Jun 25, 2015 · D/A · $3,735,000 sold of $13,700,000 · 78 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗
  • Oct 31, 2014 · D · $0 sold of $13,700,000 · 0 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $3.73M from 78 investors (27% of the $13.7M target) as of the latest filing. Robert is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

C
Commercial Banking · group: Cnl

CNLBancshares, Inc.

Orlando, FL · Dec 17, 2009 → May 9, 2012 · 3 filings
  • May 9, 2012 · D · $8,085,002 sold of $40,000,000 · 74 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 30, 2011 · D · $4,433,796 sold of $40,000,000 · 35 investors · min. $25,000 · role: Director EDGAR ↗
  • Dec 17, 2009 · D · $9,710,736 sold of $20,000,008 · 126 investors · min. $700 · role: Director EDGAR ↗

Raised $9.71M from 126 investors (24% of the $40M target) as of the latest filing. Robert is listed as director 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.

CI
Commercial · group: Cnl

CNL Income Real Estate, LLC

Orlando, FL · Jun 17, 2009 → Jun 17, 2009 · 2 filings
  • Jun 17, 2009 · D/A · $0 sold of $14,000,000 · 0 investors · min. $5,000 · role: Executive Officer (Vice President of the Manager of the Managing Member of Issuer) EDGAR ↗
  • Jun 17, 2009 · D · $0 sold of $14,000,000 · 0 investors · min. $5,000 · role: Executive Officer (Vice President of the Manager of the Managing Member of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Robert 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.

Other pages with the same name (3)

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

  • Robert Kyle Bourne — FL, 4 issuers, Jul 6, 2020 → Aug 8, 2022 · shares 1 issuer with this record
  • Robert W. Bourne — CO, 1 issuer, Apr 1, 2015 → Jul 2, 2015 · no shared issuer
  • Robert Bourne — FL, 1 issuer, Nov 2, 2021 → Nov 2, 2021 · shares 1 issuer with this record

People around Robert 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.

SB
Management entity

Sponsor Bourne Financial Group, LLC

Promoter, Executive Officer · 5 shared filings (3 issuers)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

KB
Management entity

K Bourne Financial Group, LLC

Director, Promoter · 5 shared filings (3 issuers)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

BP
Management entity

BFG POCONO DEPOSITOR, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

BF
Management entity

BOURNE FINANCIAL GROUP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

GB
Management entity

G BFG Murrells Inlet Manager, LLC

Executive Officer, Director, Promoter · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

KB
Management entity

Kyle Bourne Financial Group, LLC

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

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

KB
Management entity

K Bel Air Co-Invest Manager, LLC

Director, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Samuel G Spears

Executive Officer, Promoter, Director · 10 shared filings (6 issuers) · also on 3 other issuers

Samuel G Spears is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

R. Kyle Bourne

Executive Officer, Promoter · 9 shared filings (6 issuers)

R. Kyle Bourne is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Kyle Bourne R.

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

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Stephen K Case

Executive Officer, Promoter, Director · 7 shared filings (5 issuers) · also on 3 other issuers

Stephen K Case is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Tracy G Schmidt

Executive Officer, Director · 5 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

James M. Seneff, Jr.

Director · 5 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Michael C. Kelley

Executive Officer · 5 shared filings (3 issuers)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Sharon A. Yester

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Charles W Newman

Director · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Lee Hanna

Director · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

C Michael Collins

Executive Officer, Director · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Dianna F Morgan

Director · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Rafael Martinez

Director · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Constance A. Lowry

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

John D Race

Director · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

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

Curtis Baum McWilliams

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Robert A. Bourne. Their page shows their other deals.

The team behind the deals

BS
Sponsor group

Bourne Seniors

17 issuers · 28 filings · $167.4M reported sold · 2014–2025

One team, 17 deal companies. Robert A. Bourne is listed on 14 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 Robert A. Bourne.

C
Sponsor group

Cnl

13 issuers · 30 filings · $102.9M reported sold · 2009–2026

One team, 13 deal companies. Robert A. Bourne is listed on 2 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 Robert A. Bourne.

Same business address

28 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); 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 16 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 Robert A. Bourne 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 16 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert A. Bourne is listed on: none on file. No website or social profile named in Bourne Seniors Housing VII, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #70,610 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 (Winter Park, FL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Hillsborough County FL Clerk (HOVER) ↗Miami-Dade Clerk online case search ↗

Securities regulators

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

Business registries

Florida Secretary of State business search ↗OpenCorporates ↗

Change history

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