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

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Robert C. Morgan

Named as an officer, director or promoter on SEC Form D filings · NM, NY · Aug 7, 2013 → Jan 31, 2018

17deals (issuers)
$873.4Mreported sold
1,908investors
26Form D filings
2013–2018years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:29 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert C. Morgan is listed as an executive officer, director, and promoter on 26 SEC Form D filings by 17 issuers between Mar 2010 and Jan 2018. Largest by amount reported sold: Royal Oak Realty Trust Inc. (Rochester, NY — reits and finance — 2014–2018; $445.1M reported sold to 1,422 investors), Prime Storage Strategic Value Fund, LLC (Saratoga Springs, NY — commercial — 2017; $318M reported sold to 236 investors), Prime Storage Fund II IDF, LP (Saratoga Springs, NY — commercial — 2017; $51M reported sold to 6 investors), Prime Storage Fund II (Cayman), LP (Saratoga Springs, NY — commercial — 2017; $16.2M reported sold to 6 investors), Morgan 11 Notes Fund QP LLC (Pittsford, NY — pooled investment fund — 2013–2014; $13.2M reported sold to 32 investors) and 12 more (all listed below).

What this means That is a lot of deals — 17 separate companies raised money with this person listed as executive officer, director, and promoter, over about 8 years. Across those companies the filings report $873.4M sold in total.

Listed alongside Chase S. Chavin (16 shared filings), Kevin J. Morgan (14 shared filings), Morgan Management, LLC (14 shared filings, management entity), Morgan Mezzanine Fund Manager LLC (10 shared filings, management entity), Sharon Zinser (9 shared filings) and 33 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 4 sponsor groups: Morgan (12 issuers, $42.6M reported sold, 2010–2018), Prime Storage (17 issuers, $2.92B reported sold, 2015–2026), Crimson (2 issuers, $640K reported sold, 2018–2019) and Royal (2 issuers, $451.4M reported sold, 2014–2026).

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 (AZ, CA, DE, TX, WA) — 2 court cases matching the name, 2 SEC releases, 25 bankruptcy cases matching the name listed in Key records below.

What this means 29 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 26 public filings for Robert C. Morgan and found 13 differences, 1 worth asking the sponsor about: 6 people are no longer listed on a later amendment; 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 C. Morgan has not run yet — it is joining a line of 14,127 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 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

2 cases: 1 dismissed, 1 closed (disposition not in docket feed)

Robert Morgan v. San Bernardino County dismissed
District Court, C.D. California · No. 5:06-cv-00214 · Filed Feb 24, 2006 · Closed Mar 15, 2006 · Nature of suit: 190 Other contract actions
Role of Robert Morgan: Plaintiff · Outcome: Terminated 2006-03-15 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA)
Robert A Morgan v. Jo Anne Barnhart closed
District Court, C.D. California · No. 2:00-cv-12856 · Filed Dec 7, 2000 · Closed Jan 3, 2002 · Nature of suit: 864 S.S.I.D.
Role of Robert A Morgan: Plaintiff · Outcome: Terminated 2002-01-03 — FJC Integrated Database disposition: Remanded to U.S. agency Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
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, 2:29 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.

2. Regulatory actions

2 SEC releases

Robert C. Morgan Litigation release
SEC · Nov 9, 2020 · Parties as named in the release: Robert C. Morgan Read the release ↗
same full name in the release title; 12 people with this name in Form D filings; the person's filing state is named in the release
Robert C. Morgan Litigation release
SEC · May 23, 2019 · Parties as named in the release: Robert C. Morgan Read the release ↗
same full name in the release title; 12 people with this name in Form D filings; the person's filing state is named in the release
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 C. Morgan..

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

25 cases: 1 open, 24 closed (disposition not in docket feed)

Robert J. Morgan open
United States Bankruptcy Court, W.D. New York · No. 2-20-20899 · Filed Dec 16, 2020
Role of Robert J. Morgan: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert T Morgan and Linda C Morgan closed
United States Bankruptcy Court, E.D. New York · No. 8-18-72022 · Filed Mar 27, 2018 · Closed Jul 11, 2018
Role of Robert T Morgan and Linda C Morgan: Debtor · Outcome: Case closed 2018-07-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert J. Morgan closed
United States Bankruptcy Court, E.D. New York · No. 8-13-70205 · Filed Jan 16, 2013 · Closed Apr 30, 2013
Role of Robert J. Morgan: Debtor · Outcome: Case closed 2013-04-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert G. Morgan closed
United States Bankruptcy Court, W.D. New York · No. 1-12-11992 · Filed Jun 22, 2012 · Closed May 12, 2015
Role of Robert G. Morgan: Debtor · Outcome: Case closed 2015-05-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert L. Morgan and Anita L. Maya closed
United States Bankruptcy Court, C.D. California · No. 2:10-bk-63650 · Filed Dec 16, 2010 · Closed Dec 16, 2011
Role of Robert L. Morgan and Anita L. Maya: Debtor · Outcome: Case closed 2011-12-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Robert J. Morgan and Kristine H. Morgan closed
United States Bankruptcy Court, S.D. California · No. 10-17963 · Filed Oct 7, 2010 · Closed Jan 18, 2011
Role of Robert J. Morgan and Kristine H. Morgan: Debtor · Outcome: Case closed 2011-01-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Robert H Morgan and Susan P. Morgan closed
United States Bankruptcy Court, N.D. California · No. 09-49381 · Filed Aug 27, 2009 · Closed Sep 1, 2015
Role of Robert H Morgan and Susan P. Morgan: Debtor · Outcome: Case closed 2015-09-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Robert H Morgan and Susan P. Morgan closed
United States Bankruptcy Court, N.D. California · No. 09-57198 · Filed Aug 27, 2009 · Closed Oct 6, 2009
Role of Robert H Morgan and Susan P. Morgan: Debtor · Outcome: Case closed 2009-10-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Robert P. Morgan and Karen Ann Morgan closed
United States Bankruptcy Court, S.D. New York · No. 09-37291 · Filed Aug 21, 2009 · Closed May 6, 2010
Role of Robert P. Morgan and Karen Ann Morgan: Debtor · Outcome: Case closed 2010-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert F. Morgan and Maria E. Morgan closed
United States Bankruptcy Court, E.D. California · No. 09-26317 · Filed Apr 4, 2009 · Closed Aug 25, 2011
Role of Robert F. Morgan and Maria E. Morgan: Debtor · Outcome: Case closed 2011-08-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Robert G. Morgan closed
United States Bankruptcy Court, W.D. New York · No. 1-08-12166 · Filed May 16, 2008 · Closed May 21, 2012
Role of Robert G. Morgan: Debtor · Outcome: Case closed 2012-05-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert A. Morgan closed
United States Bankruptcy Court, S.D. New York · No. 08-35690 · Filed Apr 4, 2008 · Closed Jul 24, 2008
Role of Robert A. Morgan: Debtor · Outcome: Case closed 2008-07-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert F. Morgan and Maria E. Morgan closed
United States Bankruptcy Court, E.D. California · No. 05-35472 · Filed Oct 11, 2005 · Closed Jul 10, 2009
Role of Robert F. Morgan and Maria E. Morgan: Debtor · Outcome: Case closed 2009-07-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Robert E Morgan and Antoinette M Morgan closed
United States Bankruptcy Court, W.D. New York · No. 2-05-24119 · Filed Aug 15, 2005 · Closed Dec 7, 2010
Role of Robert E Morgan and Antoinette M Morgan: Debtor · Outcome: Case closed 2010-12-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert Morgan closed
United States Bankruptcy Court, D. New Mexico · No. 05-15676 · Filed Jul 12, 2005 · Closed Nov 29, 2005
Role of Robert Morgan: Debtor · Outcome: Case closed 2005-11-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NM)
Kimberly Ann Morgan and Robert B. Morgan closed
United States Bankruptcy Court, E.D. California · No. 04-10845 · Filed Feb 3, 2004 · Closed Aug 14, 2006
Role of Robert B. Morgan: Debtor · Outcome: Case closed 2006-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Christine L. Morgan and Robert L. Morgan closed
United States Bankruptcy Court, N.D. California · No. 03-56908 · Filed Oct 24, 2003 · Closed Jan 20, 2004
Role of Robert L. Morgan: Debtor · Outcome: Case closed 2004-01-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Robert L. Morgan and Nancy J. Morgan closed
United States Bankruptcy Court, W.D. New York · No. 2-03-20894 · Filed Mar 13, 2003 · Closed Jan 29, 2007
Role of Robert L. Morgan and Nancy J. Morgan: Debtor · Outcome: Case closed 2007-01-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert B Morgan closed
United States Bankruptcy Court, S.D. New York · No. 02-35745 · Filed Mar 26, 2002 · Closed Jul 3, 2002
Role of Robert B Morgan: Debtor · Outcome: Case closed 2002-07-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert C Morgan closed
United States Bankruptcy Court, C.D. California · No. 6:01-bk-30739 · Filed Dec 18, 2001 · Closed Apr 17, 2002
Role of Robert C Morgan: Debtor · Outcome: Case closed 2002-04-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA)
Robert B Morgan closed
United States Bankruptcy Court, S.D. New York · No. 01-36471 · Filed Jun 5, 2001 · Closed Oct 16, 2001
Role of Robert B Morgan: Debtor · Outcome: Case closed 2001-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert A. Morgan closed
United States Bankruptcy Court, N.D. California · No. 01-40942 · Filed Feb 26, 2001 · Closed Oct 28, 2004
Role of Robert A. Morgan: Debtor · Outcome: Case closed 2004-10-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Robert L. Morgan closed
United States Bankruptcy Court, N.D. New York · No. 00-62154 · Filed Apr 28, 2000 · Closed Oct 26, 2001
Role of Robert L. Morgan: Debtor · Outcome: Case closed 2001-10-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Robert K. Morgan and Kimberly J. Morgan closed
United States Bankruptcy Court, N.D. California · No. 00-51886 · Filed Apr 6, 2000 · Closed Apr 18, 2005
Role of Robert K. Morgan and Kimberly J. Morgan: Debtor · Outcome: Case closed 2005-04-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Robert L Morgan and Iris M Morgan closed
United States Bankruptcy Court, C.D. California · No. 8:00-bk-11155 · Filed Feb 11, 2000 · Closed Jan 17, 2002
Role of Robert L Morgan and Iris M Morgan: Debtor · Outcome: Case closed 2002-01-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 753 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (CA); 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, 2:29 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

13 differences found between the filings for Robert C. Morgan — 1 worth asking about (compared 26 filings on Oct 24, 2026)

Worth asking · Aug 31, 2015 – Jun 18, 2018

6 people are no longer listed on a later amendment

Robert C. Morgan is no longer listed on the Jun 18, 2018 amendment — Royal Oak Realty Trust Inc. · Robert C. Morgan is no longer listed on the Jan 17, 2018 amendment — Crimson Leaf Capital LLC · Robert C. Morgan is no longer listed on the Dec 28, 2017 amendment — Prime Storage Fund I,LLC · Robert C. Morgan is no longer listed on the Dec 27, 2017 amendment — Prime Storage Fund II IDF, LP · Robert C. Morgan is no longer listed on the Dec 27, 2017 amendment — Prime Storage Fund II (Cayman), LP · and 1 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Jan 31, 2018 ↗Form D/A · Jun 18, 2018 ↗Robert C. Morgan — PartnerFacts page ↗Royal Oak Realty Trust Inc. — PartnerFacts page ↗
Sources
Note · Mar 16, 2010 – Dec 29, 2017

9 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 — Morgan Notes Fund QP III LLC (latest filing Dec 29, 2017) · No amendment in the last 12 months on an offering that may still be open — Morgan Notes Fund III LLC (latest filing Dec 29, 2017) · No amendment in the last 12 months on an offering that may still be open — SC Toledo Holdings LLC (latest filing Nov 22, 2017) · No amendment in the last 12 months on an offering that may still be open — Morgan Notes Fund II LLC (latest filing Feb 13, 2015) · No amendment in the last 12 months on an offering that may still be open — Morgan 11 Notes Fund QP LLC (latest filing Nov 6, 2014) · and 4 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 · Dec 29, 2017 ↗Morgan Notes Fund QP III LLC — PartnerFacts page ↗Form D/A · Dec 29, 2017 ↗Morgan Notes Fund III LLC — PartnerFacts page ↗
Sources
Note · Mar 16, 2010 – Aug 7, 2013

Robert C. Morgan is written 2 different ways on the filings

listed as "Robert C C Morgan" on the Mar 16, 2010 filing, and "Robert C. Morgan" on 25 filings (from Aug 7, 2013).

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 · Mar 16, 2010 ↗Form D · Aug 7, 2013 ↗Robert C. Morgan — PartnerFacts page ↗
Sources
Note · Sep 19, 2023

Same name, different state: "Robert Morgan" (L2) is a separate record

This page covers filings where the address state is NM or NY. A separate record, "Robert Morgan" with address state L2, is listed on 1 filing — most recently by Maverick Aviation Partnership LP (Sep 19, 2023). The two records do not overlap in time: this page runs Aug 7, 2013 to Jan 31, 2018; the other has one filing dated Sep 19, 2023.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Robert Morgan (L2) — PartnerFacts page ↗Form D · Sep 19, 2023 ↗Maverick Aviation Partnership LP — PartnerFacts page ↗Robert C. Morgan (NM,NY) — this page ↗
Sources
Note · Apr 15, 2014 – Dec 16, 2014

Same name, different state: "Robert Morgan" (VA) is a separate record

This page covers filings where the address state is NM or NY. A separate record, "Robert Morgan" with address state VA, is listed on 4 filings — most recently by GoodSeeker, Inc (Feb 2, 2018). Both records have filings in the same period (Apr 15, 2014 to Dec 16, 2014).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Robert Morgan (VA) — PartnerFacts page ↗Form D · Feb 2, 2018 ↗GoodSeeker, Inc — PartnerFacts page ↗Robert C. Morgan (NM,NY) — this page ↗
Sources
Note · Jul 15, 2009 – Aug 31, 2011

Same name, different state: "Robert Morgan" (CA) is a separate record

This page covers filings where the address state is NM or NY. A separate record, "Robert Morgan" with address state CA, is listed on 3 filings — most recently by Agile Energy, Inc (Aug 31, 2011). The two records do not overlap in time: this page runs Aug 7, 2013 to Jan 31, 2018; the other runs Jul 15, 2009 to Aug 31, 2011.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Robert Morgan (CA) — PartnerFacts page ↗Form D/A · Aug 31, 2011 ↗Agile Energy, Inc — PartnerFacts page ↗Robert C. Morgan (NM,NY) — this page ↗
Sources
Note · Jan 12, 2018 – Jan 17, 2018

Address moved from Pittsford, NY to Manhattan Beach, CA — Crimson Leaf Capital LLC

The people listed on the Jan 12, 2018 filing give Pittsford, NY; on the Jan 17, 2018 filing they give Manhattan Beach, CA.

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.

Form D · Jan 12, 2018 ↗Form D/A · Jan 17, 2018 ↗Crimson Leaf Capital LLC — PartnerFacts page ↗
Sources
Note · Mar 16, 2010 – Jan 31, 2018

Robert C. Morgan is listed with 2 different address states: NM, NY

NM on 1 filing (Mar 16, 2010); NY on 25 filings (Aug 7, 2013 to Jan 31, 2018).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · Mar 16, 2010 ↗Form D · Aug 7, 2013 ↗
Sources
Note · Jan 31, 2017 – Jan 31, 2018

Minimum investment changed between filings — Royal Oak Realty Trust Inc.

The Jan 31, 2017 filing lists a minimum of $54,000; the Jan 31, 2018 Form D/A lists $75,000.

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

Form D/A (earlier) · Jan 31, 2017 ↗Form D/A (later) · Jan 31, 2018 ↗Royal Oak Realty Trust Inc. — PartnerFacts page ↗
Sources
Note · Feb 28, 2017 – Dec 27, 2017

Minimum investment changed between filings — Prime Storage Strategic Value Fund, LLC

The Feb 28, 2017 filing lists a minimum of $10,000,000; the Dec 27, 2017 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) · Feb 28, 2017 ↗Form D/A (later) · Dec 27, 2017 ↗Prime Storage Strategic Value Fund, LLC — PartnerFacts page ↗
Sources
Note · Feb 1, 2016 – Jan 31, 2017

Minimum investment changed between filings — Royal Oak Realty Trust Inc.

The Feb 1, 2016 filing lists a minimum of $53,000; the Jan 31, 2017 Form D/A lists $54,000.

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

Form D/A (earlier) · Feb 1, 2016 ↗Form D/A (later) · Jan 31, 2017 ↗Royal Oak Realty Trust Inc. — PartnerFacts page ↗
Sources
Note · Mar 13, 2015 – Feb 1, 2016

Minimum investment changed between filings — Royal Oak Realty Trust Inc.

The Mar 13, 2015 filing lists a minimum of $50,000; the Feb 1, 2016 Form D/A lists $53,000.

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

Form D/A (earlier) · Mar 13, 2015 ↗Form D/A (later) · Feb 1, 2016 ↗Royal Oak Realty Trust Inc. — PartnerFacts page ↗
Sources
Note · Aug 7, 2013 – Aug 14, 2013

Minimum investment changed between filings — Morgan Summer Wood Apartments LLC

The Aug 7, 2013 filing lists a minimum of $10,000; the Aug 14, 2013 Form D/A lists $0.

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

Form D (earlier) · Aug 7, 2013 ↗Form D/A (later) · Aug 14, 2013 ↗Morgan Summer Wood Apartments 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

3 of 17 offerings report sales commissions totalling $9,144,000; 1 reports finder's fees totalling $1,000,000; 4 report proceeds to related persons totalling $2,141,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 31, 2018 D/A
Royal Oak Realty Trust Inc.
File 021-213667
$0$0$1,500,000 (est.)
Estimate of aggregate salaries and fees to be paid to executive officers, directors or promoters, or their affiliates, in connection with the offering and based on estimated gross proceeds of $150,000,000
None listed on this filingEDGAR ↗
Jan 12, 2018 D
Crimson Leaf Capital LLC
File 021-303180
$0$0$240,000
Salary for the Issuer's principal for the next two (2) years.
None listed on this filingEDGAR ↗
Dec 29, 2017 D/A
Morgan Notes Fund QP III LLC
File 021-256645
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 29, 2017 D/A
Morgan Notes Fund III LLC
File 021-256650
$0$0$0 (est.)None listed on this filingEDGAR ↗
Nov 22, 2017 D
SC Toledo Holdings LLC
File 021-299347
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2017 D
Prime Storage Fund II (Cayman), LP
File 021-291250
$124,000$0$0Champlain Advisors, LLC BrokerCheck CRD 129560 ↗EDGAR ↗
Jul 21, 2017 D
Prime Storage Fund II IDF, LP
File 021-291248
$1,020,000$0$0Champlain Advisor, LLC BrokerCheck CRD 129560 ↗EDGAR ↗
Feb 28, 2017 D
Prime Storage Strategic Value Fund, LLC
File 021-281442
$8,000,000 (est.)$0 (est.)$0Champlain Advisors, LLC BrokerCheck CRD 129560 ↗EDGAR ↗
Jul 27, 2016 D
Morgan Westover CM Apartments LLC
File 021-267821
$0$0$0None listed on this filingEDGAR ↗
Aug 31, 2015 D
Prime Storage Fund I,LLC
File 021-246687
$0$1,000,000 (est.)$0Alternative Access Capital, LLC BrokerCheck CRD 129469 ↗EDGAR ↗
Feb 13, 2015 D
Morgan Notes Fund II LLC
File 021-234086
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2015 D
Morgan Notes Fund QP II LLC
File 021-234090
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2014 D/A
Morgan 11 Notes Fund QP LLC
File 021-205444
$0$0$0 (est.)None listed on this filingEDGAR ↗
Nov 6, 2014 D/A
Morgan 11 Notes Fund LLC
File 021-205445
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 30, 2013 D
Morgan Green Lake Apartments LLC
File 021-202130
$0$0$101,000 (est.)None listed on this filingEDGAR ↗
Aug 14, 2013 D/A
Morgan Summer Wood Apartments LLC
File 021-200930
$0$0$300,000 (est.)None listed on this filingEDGAR ↗
Mar 16, 2010 D
Morgan Group Real Estate Income & Growth Fund IV LLC
File 021-139674
$0$0$0None 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 17

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

RO
REITS and Finance · group: Royal

Royal Oak Realty Trust Inc.

Rochester, NY · Mar 14, 2014 → Jan 31, 2018 · 5 filings
  • Jan 31, 2018 · D/A · $58,752,445 sold of Indefinite · 345 investors · min. $75,000 · role: Director EDGAR ↗
  • Jan 31, 2017 · D/A · $31,858,243 sold of Indefinite · 220 investors · min. $54,000 · role: Director EDGAR ↗
  • Feb 1, 2016 · D/A · $12,745,113 sold of Indefinite · 137 investors · min. $53,000 · role: Director EDGAR ↗
  • Mar 13, 2015 · D/A · $12,224,688 sold of Indefinite · 127 investors · min. $50,000 · role: Director EDGAR ↗
  • Mar 14, 2014 · D · $3,199,048 sold of Indefinite · 17 investors · min. $50,000 · role: Director EDGAR ↗

Raised $445.1M from 1,422 investors as of the latest filing. Robert is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CL
Other · group: Crimson

Crimson Leaf Capital LLC

Manhattan Beach, CA · Jan 12, 2018
  • Jan 12, 2018 · D · $440,000 sold of $440,000 · 20 investors · min. $10,000 · role: Executive Officer, Director (Manager of Manager of Issuer, Chairman and CEO of Morgan Management, LLC) EDGAR ↗

Raised $440K from 20 investors (100% of the $440K target) as of the latest filing. Robert is listed as executive officer, director.

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 / 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.

MN
Pooled Investment Fund · group: Morgan

Morgan Notes Fund QP III LLC

Pittsford, NY · Feb 3, 2016 → Dec 29, 2017 · 2 filings
  • Dec 29, 2017 · D/A · $12,556,024 sold of $25,000,000 · 62 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of issuer, Chairman and CEO of Morgan Management, LLC) EDGAR ↗
  • Feb 3, 2016 · D · $100,000 sold of $25,000,000 · 1 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of issuer, Chairman and CEO of Morgan Management, LLC) EDGAR ↗

Raised $12.6M from 62 investors (50% of the $25M target) as of the latest filing. Robert is listed as executive officer, director 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: 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.

MN
Pooled Investment Fund · group: Morgan

Morgan Notes Fund III LLC

Pittsford, NY · Feb 3, 2016 → Dec 29, 2017 · 2 filings
  • Dec 29, 2017 · D/A · $9,021,499 sold of $25,000,000 · 65 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer, Chairman and CEO of Morgan Management, LLC) EDGAR ↗
  • Feb 3, 2016 · D · $110,000 sold of $25,000,000 · 1 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer, Chairman and CEO of Morgan Management, LLC) EDGAR ↗

Raised $9.02M from 65 investors (36% of the $25M target) as of the latest filing. Robert is listed as executive officer, director 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: 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.

ST
Residential · group: Morgan

SC Toledo Holdings LLC

Pittsford, NY · Nov 22, 2017
  • Nov 22, 2017 · D · $1,075,000 sold of $5,273,000 · 10 investors · min. $25,000 · role: Executive Officer, Promoter (Manager of SC Toledo Management LLC, as Manager of the Issuer) EDGAR ↗

Raised $1.07M from 10 investors (20% of the $5.27M 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: Residential / 506(b) (4,183 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.

PS
Commercial · group: Prime Storage

Prime Storage Fund II IDF, LP

Saratoga Springs, NY · Jul 21, 2017
  • Jul 21, 2017 · D · $51,000,000 sold of $100,000,000 · 0 investors · min. $1,000,000 · role: Promoter (Senior Advisor) EDGAR ↗

Raised $51M from 6 investors (51% of the $100M target) as of the latest filing. Robert is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PS
Commercial · group: Prime Storage

Prime Storage Fund II (Cayman), LP

Saratoga Springs, NY · Jul 21, 2017
  • Jul 21, 2017 · D · $16,200,000 sold of $50,000,000 · 0 investors · min. $200,000 · role: Promoter (Senior Adviser) EDGAR ↗

Raised $16.2M from 6 investors (32% of the $50M target) as of the latest filing. Robert is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PS
Commercial · group: Prime Storage

Prime Storage Strategic Value Fund, LLC

Saratoga Springs, NY · Feb 28, 2017
  • Feb 28, 2017 · D · $0 sold of $500,000,000 · 0 investors · min. $10,000,000 · role: Promoter (Senior advisor) EDGAR ↗

Raised $318M from 236 investors (64% of the $500M target) as of the latest filing. Robert is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

MW
Residential · group: Morgan

Morgan Westover CM Apartments LLC

Pittsford, NY · Jul 27, 2016
  • Jul 27, 2016 · D · $0 sold of $5,560,000 · 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: Residential / 506(b) (4,183 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.

PS
Commercial · group: Prime Storage

Prime Storage Fund I,LLC

Saratoga Springs, NY · Aug 31, 2015
  • Aug 31, 2015 · D · $0 sold of $100,000,000 · 0 investors · min. $500,000 · role: Executive Officer, Director, Promoter 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: 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.

MN
Pooled Investment Fund · group: Morgan

Morgan Notes Fund QP II LLC

Pittsford, NY · Feb 13, 2015
  • Feb 13, 2015 · D · $0 sold of $25,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer; Chairman and CEO of Morgan Management, LLC) EDGAR ↗

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

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: 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.

MN
Pooled Investment Fund · group: Morgan

Morgan Notes Fund II LLC

Pittsford, NY · Feb 13, 2015
  • Feb 13, 2015 · D · $685,000 sold of $25,000,000 · 5 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer; Chairman and CEO of Morgan Management, LLC) EDGAR ↗

Raised $685K from 5 investors (3% of the $25M target) as of the latest filing. Robert is listed as executive officer, director.

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: 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.

M1
Pooled Investment Fund · group: Morgan

Morgan 11 Notes Fund QP LLC

Pittsford, NY · Oct 29, 2013 → Nov 6, 2014 · 2 filings
  • Nov 6, 2014 · D/A · $13,155,000 sold of $25,000,000 · 32 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer, Chairman and CEO of Morgan Management, LLC) EDGAR ↗
  • Oct 29, 2013 · D · $0 sold of $25,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer, Chairman and CEO of Morgan Management, LLC) EDGAR ↗

Raised $13.2M from 32 investors (53% of the $25M target) as of the latest filing. Robert is listed as executive officer, director 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: 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.

M1
Pooled Investment Fund · group: Morgan

Morgan 11 Notes Fund LLC

Pittsford, NY · Oct 29, 2013 → Nov 6, 2014 · 2 filings
  • Nov 6, 2014 · D/A · $4,390,900 sold of $25,000,000 · 38 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer, Chairman and CEO of Morgan Management, LLC) EDGAR ↗
  • Oct 29, 2013 · D · $0 sold of $25,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer, Chairman and CEO of Morgan Management, LLC) EDGAR ↗

Raised $4.39M from 38 investors (18% of the $25M target) as of the latest filing. Robert is listed as executive officer, director 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: 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.

MG
Residential · group: Morgan

Morgan Green Lake Apartments LLC

Pittsford, NY · Aug 30, 2013
  • Aug 30, 2013 · D · $500,000 sold of $2,600,000 · 2 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer and Class A Member, Chairman & CEO of Morgan Management, LLC) EDGAR ↗

Raised $500K from 2 investors (19% of the $2.6M target) as of the latest filing. Robert is listed as executive officer, director.

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.

MS
Residential · group: Morgan

Morgan Summer Wood Apartments LLC

Pittsford, NY · Aug 7, 2013 → Aug 14, 2013 · 2 filings
  • Aug 14, 2013 · D/A · $1,150,000 sold of $9,880,000 · 3 investors · min. No minimum reported · role: Executive Officer, Director (Manager of Manager of Issuer and Class A Member, Chairman and CEO of Morgan Management, LLC) EDGAR ↗
  • Aug 7, 2013 · D · $1,150,000 sold of $9,880,000 · 3 investors · min. $10,000 · role: Executive Officer, Director (Manager of Manager of Issuer and Class A Member, Chairman and CEO of Morgan Management, LLC) EDGAR ↗

Raised $1.15M from 3 investors (12% of the $9.88M target) as of the latest filing. Robert is listed as executive officer, director 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.

MG
Pooled Investment Fund · group: Morgan

Morgan Group Real Estate Income & Growth Fund IV LLC

Pittsford, NY · Mar 16, 2010
  • Mar 16, 2010 · D · $100,000 sold of $30,000,000 · 1 investors · min. $25,000 · role: Executive Officer (Executive Officer of Managing Member) EDGAR ↗

Raised $100K from 1 investor (0% of the $30M 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.

Other pages with the same name (11)

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

  • ROBERT P. MORGAN — IL, 101 issuers, Sep 18, 2009 → Sep 17, 2026 · no shared issuer
  • Robert Morgan — CA, 2 issuers, Jul 15, 2009 → Aug 31, 2011 · no shared issuer
  • Robert D Morgan — TX, 2 issuers, Sep 28, 2016 → Mar 4, 2019 · no shared issuer
  • Robert Morgan — VA, 2 issuers, Apr 15, 2014 → Dec 16, 2014 · no shared issuer
  • ROBERT LEE MORGAN — PA, 1 issuer, May 18, 2010 → May 18, 2010 · no shared issuer
  • ROBERT R. MORGAN, JR. — SC, 1 issuer, Dec 15, 2014 → Dec 29, 2014 · no shared issuer
  • Robert Bruce Morgan — CO, 1 issuer, Mar 15, 2016 → Jun 8, 2018 · no shared issuer
  • Robert Morgan — Ireland (as filed: L2), 1 issuer, Sep 19, 2023 → Sep 19, 2023 · no shared issuer
  • Robert D. Morgan — CA, 1 issuer, Jun 12, 2012 → Jun 12, 2012 · no shared issuer
  • Robert Eugene Morgan — CA, 1 issuer, Apr 28, 2015 → Apr 28, 2015 · no shared issuer
  • Robert Mahon Morgan, Sr. — SC, 1 issuer, Aug 30, 2017 → Aug 30, 2017 · no shared issuer

People around Robert 38

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

MM
Management entity

Morgan Management, LLC

Promoter · 14 shared filings (9 issuers)

Morgan Management, LLC is on 9 issuers in total — a repeat sponsor. Their page lists every one.

MM
Management entity

Morgan Mezzanine Fund Manager LLC

Director · 10 shared filings (6 issuers)

Morgan Mezzanine Fund Manager LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

MS
Management entity

Morgan Summer Wood Realty LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

SC
Management entity

Sponsor C. Prime Group Holdings, LLC

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

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

MG
Management entity

Morgan Green Lake Realty LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

MG
Management entity

Morgan Green Lake Management LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

ST
Management entity

SC Toledo Management LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Chase S. Chavin

Executive Officer, Director, Promoter · 16 shared filings (11 issuers)

Chase S. Chavin is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Kevin J. Morgan

Executive Officer · 14 shared filings (9 issuers)

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

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

Timothy A. Florczak

Executive Officer · 9 shared filings (6 issuers)

Timothy A. Florczak is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Sharon Zinser

Executive Officer · 9 shared filings (6 issuers)

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

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

Robert J. Moser

Executive Officer, Director, Promoter · 8 shared filings (7 issuers) · also on 13 other issuers

Robert J. Moser is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

David L Rumsey

Executive Officer, Promoter · 7 shared filings (5 issuers)

David L Rumsey is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Charles E. Lannon

Director · 5 shared filings (1 issuer) · also on 7 other issuers

Charles E. Lannon is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Shawn Reynolds

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

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

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

Thomas F. Bonadio

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

Thomas F. Bonadio is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Daniel J. Goldstein

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

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Truman N Tolfree

Executive Officer · 5 shared filings (3 issuers)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Michael J Tremiti

Executive Officer · 5 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

E. Philip Saunders

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

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Bruce E. Bender

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Charles R. Knittle

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Herbert Morgan

Director · 3 shared filings (2 issuers)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Kenneth O Hall

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Michele Yurcich

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Mark T. Allen

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Paul White

Executive Officer · 2 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Scott Cresswell

Executive Officer · 2 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Laurence C. Glazer

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

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Chase S. chagin

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Truman N Tolefree

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

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

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

Dustin Mann

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

Listed on the same filings as Robert C. Morgan. Their page shows their other deals.

The team behind the deals

M
Sponsor group

Morgan

12 issuers · 17 filings · $42.6M reported sold · 2010–2018

One team, 12 deal companies. Robert C. Morgan is listed on 11 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 C. Morgan.

PS
Sponsor group

Prime Storage

17 issuers · 28 filings · $2.92B reported sold · 2015–2026

One team, 17 deal companies. Robert C. Morgan is listed on 4 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 C. Morgan.

C
Sponsor group

Crimson

2 issuers · 3 filings · $640K reported sold · 2018–2019

One team, 2 deal companies. Robert C. Morgan 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 Robert C. Morgan.

R
Sponsor group

Royal

2 issuers · 14 filings · $451.4M reported sold · 2014–2026

One team, 2 deal companies. Robert C. Morgan 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 Robert C. Morgan.

Same business address

17 other issuers file from the same address

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

Registrations and other filings

Adviser registration (Form ADV)

None of the 17 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 C. Morgan 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 17 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert C. Morgan is listed on: none on file. No website or social profile named in Prime Storage Fund II IDF, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #262,430 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 (Saratoga Springs, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New Mexico state courts — find the court ↗New York WebCivil Supreme ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

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

Business registries

New Mexico Secretary of State business search ↗New York Secretary of State business search ↗California Secretary of State business search ↗OpenCorporates ↗

Change history

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