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

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Robert Chartener

Named as an officer, director or promoter on SEC Form D filings · CA, CT · Apr 30, 2009 → May 18, 2009

2deals (issuers)
$17.5Mreported sold
29investors
3Form D filings
2009year on file

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 Chartener is listed as a director on 3 SEC Form D filings by 2 issuers between Apr 2009 and Jun 2010: Universal Building Products Inc. (Westminster, CA — other real estate — 2009; $14.5M reported sold to 4 investors) and FOUNDATION SOURCE PHILANTHROPIC SERVICES INC (Fairfield, CT — business services — 2010; $2.99M reported sold to 25 investors).

What this means 2 separate companies raised money with this person listed as director. Across those companies the filings report $17.5M sold in total.

Listed alongside Michael Stone (3 shared filings), Gregory Waller (2 shared filings), Jeffrey Church (2 shared filings), Ransom A. Langford (2 shared filings), Andrew C Bangser (1 shared filing) and 3 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.

1 of the issuers belongs to the sponsor group Whitney (2 issuers, $31.4M reported sold, 2009).

What this means A sponsor group is one team that sets up a new company for each deal. Whitney has 2 companies on file and $31.4M reported sold in total — the group page shows the whole track record in one place.

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

What this means 1 record came back. 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 3 public filings for Robert Chartener and found 5 differences, 1 worth asking the sponsor about: Amount sold went down between filings; and more below.

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

What the community is saying

Community search for Robert Chartener has not run yet — it is joining a line of 14,702 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

1 case: 1 dismissed

CHARTENER v. PROVIDENT MUTUAL LIFE INSURANCE COMPANY dismissed
District Court, E.D. Pennsylvania · No. 2:02-cv-08045 · Filed Oct 24, 2002 · Closed May 14, 2004 · Nature of suit: 160 Stockholder's suits
Role of CHARTENER: Plaintiff · Outcome: Terminated 2004-05-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 1 federal dockets); surname only in the caption; court in PA (not a filing state)
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.

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

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

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

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

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

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.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

5 differences found between the filings for Robert Chartener — 1 worth asking about (compared 3 filings on Oct 24, 2026)

Worth asking · Apr 30, 2009 – May 18, 2009

Amount sold went down between filings — Universal Building Products Inc.

The Apr 30, 2009 filing says $14,500,000 sold; the May 18, 2009 Form D says $9,250,000 sold — $5,250,000 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.

Sources
Note · Apr 6, 2010 – Jun 1, 2010

Form D filed 56 days after the first sale — FOUNDATION SOURCE PHILANTHROPIC SERVICES INC

The filing says the first sale was Apr 6, 2010. The Form D was filed Jun 1, 2010 — 56 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 41 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.

Sources
Note · Apr 14, 2009 – Apr 30, 2009

Form D filed 16 days after the first sale — Universal Building Products Inc.

The filing says the first sale was Apr 14, 2009. The Form D was filed Apr 30, 2009 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 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.

Sources
Note · Apr 30, 2009 – May 18, 2009

Offering amount lowered between filings — Universal Building Products Inc.

The Apr 30, 2009 filing says $14,500,000 offered; the May 18, 2009 Form D says $9,250,000.

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.

Sources
Note · Apr 30, 2009 – Jun 1, 2010

Robert Chartener is listed with 2 different address states: CA, CT

CA on 2 filings (Apr 30, 2009 to May 18, 2009); CT on 1 filing (Jun 1, 2010).

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.

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

None reported on 2 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 1, 2010 D
FOUNDATION SOURCE PHILANTHROPIC SERVICES INC
File 021-142763
$0$0$0None listed on this filingEDGAR ↗
May 18, 2009 D
Universal Building Products Inc.
File 021-130606
$0$0$0None listed on this filingEDGAR ↗

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 2

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

Business Services

FOUNDATION SOURCE PHILANTHROPIC SERVICES INC

Fairfield, CT · Jun 1, 2010
  • Jun 1, 2010 · D · $2,993,778 sold of $2,993,778 · 25 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.99M from 25 investors (100% of the $2.99M target) as of the latest filing. Robert is listed as director.

Sources

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

Other Real Estate · group: Whitney

Universal Building Products Inc.

Westminster, CA · Apr 30, 2009 → May 18, 2009 · 2 filings
  • May 18, 2009 · D · $9,250,000 sold of $9,250,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 30, 2009 · D · $14,500,000 sold of $14,500,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $14.5M from 4 investors (100% of the $9.25M target) as of the latest filing. Robert is listed as director on 2 filings for this deal.

Sources

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

People around Robert 8

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

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

Michael Stone

Director · 3 shared filings (2 issuers) · also on 22 other issuers

Michael Stone is on 24 issuers in total — a repeat sponsor. Their page lists every one.

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

Ransom A. Langford

Director · 2 shared filings (1 issuer)

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

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

Gregory Waller

Executive Officer, Director · 2 shared filings (1 issuer)

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

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

Jeffrey Church

Executive Officer, Director · 2 shared filings (1 issuer) · also on 5 other issuers

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

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

Frank Medici

Director · 1 shared filing (1 issuer)

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

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

Daniel M. Schley

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

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

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

William Mahone

Director · 1 shared filing (1 issuer)

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

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

Andrew C Bangser

Executive Officer · 1 shared filing (1 issuer)

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

The team behind the deals

Sponsor group

Whitney

2 issuers · 3 filings · $31.4M reported sold · 2009–2009

One team, 2 deal companies. Robert Chartener 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 Chartener.

Registrations and other filings

Adviser registration (Form ADV)

None of the 2 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 Chartener 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 2 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert Chartener is listed on: none on file. No website or social profile named in Universal Building Products Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #372,217 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 (Westminster, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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