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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:57 AM ET

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Robert Goldstein

Named as an officer, director or promoter on SEC Form D filings · CA · Nov 18, 2014 → Apr 4, 2025

10deals (issuers)
$436.9Mreported sold
260investors
50Form D filings
2014–2025years on file

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 Goldstein is listed as an executive officer, director, and promoter on 50 SEC Form D filings by 10 issuers between Aug 2013 and Apr 2025. Largest by amount reported sold: Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC (San Francisco, CA — pooled investment fund — 2015–2023; $170.2M reported sold to 61 investors), Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC (San Francisco, CA — pooled investment fund — 2015–2020; $107.6M reported sold to 39 investors), Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC (San Francisco, CA — pooled investment fund — 2015–2016; $54.6M reported sold to 78 investors), LATAM Impact Fund, L.P. (San Francisco, CA — pooled investment fund — 2021–2023; $50.5M reported sold to 6 investors), Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC (Dublin 1, Ireland (as filed: L2) — pooled investment fund — 2016–2023; $25.4M reported sold to 12 investors) and 5 more (all listed below).

What this means That is a lot of deals — 10 separate companies raised money with this person listed as executive officer, director, and promoter, over about 12 years. Across those companies the filings report $436.9M sold in total.

Listed alongside Raul Pomares (39 shared filings), Stuart Davidson (30 shared filings), Investment Manager Sonen Capital LLC (19 shared filings, management entity), David Hood (17 shared filings), Sonen Capital LLC (15 shared filings, management entity) and 16 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.

7 of the issuers belong to the sponsor group Sonen (9 issuers, $320.8M reported sold, 2012–2023).

What this means A sponsor group is one team that sets up a new company for each deal. Sonen has 9 companies on file and $320.8M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 5 court cases matching the name, 1 SEC release, 44 bankruptcy cases matching the name listed in Key records below.

What this means 50 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 50 public filings for Robert Goldstein and found 15 differences, 4 worth asking the sponsor about: 11 offerings reported less sold on a later filing than an earlier one; 8 offerings reported fewer investors on a later filing; 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 Goldstein has not run yet — it is joining a line of 29,225 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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

5 cases: 2 closed (disposition not in docket feed), 3 dismissed

Goldstein, Robert v. United States closed
District Court, S.D. Florida · No. 9:24-cv-80050 · Filed Jan 17, 2024 · Closed Jan 21, 2024
Role of Goldstein, Robert: Plaintiff · Outcome: Terminated 2024-01-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in FL (not a filing state)
Matthew Pliskin v. Robert Goldstein dismissed
District Court, N.D. Texas · No. 3:19-cv-01179 · Filed May 16, 2019 · Closed Jul 16, 2019 · Nature of suit: 190 Contract: Other Contract · Cause: 28:1332 Diversity-Breach of Fiduciary Duty
Role of Robert Goldstein: Defendant · Outcome: Terminated 2019-07-16 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in TX (not a filing state)
Matthew Pliskin v. Robert Goldstein closed
District Court, C.D. California · No. 2:18-cv-09491 · Filed Nov 8, 2018 · Closed May 15, 2019 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Fiduciary Duty
Role of Robert Goldstein: Defendant · Outcome: Terminated 2019-05-15 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (CA)
GOLDSTEIN, ROBERT A. v. CREDIT PROTECTION ASSOCIATION dismissed
District Court, D. Nevada · No. · Filed Apr 24, 1996 · Closed Jul 30, 1996 · Nature of suit: 890 Other statutory actions
Role of GOLDSTEIN, ROBERT A.: Plaintiff · Outcome: Terminated 1996-07-30 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NV (not a filing state)
GOLDSTEIN, ROBERT v. DIETRICH, GUY dismissed
District Court, N.D. Texas · No. · Filed Sep 11, 1986 · Closed Sep 22, 1987 · Nature of suit: 370 Other fraud
Role of GOLDSTEIN, ROBERT: Plaintiff · Outcome: Terminated 1987-09-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in TX (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, 2:29 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

1 SEC release

Murdoch Security and Investigations, Inc., Robert Goldstein, and William Vassell Litigation release
SEC · Oct 11, 2011 · Parties as named in the release: Murdoch Security and Investigations, Inc., Robert Goldstein, and William Vassell Read the release ↗
same full name in the release title; 11 people with this name in Form D filings; the person's filing state is not named
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 Goldstein..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

44 cases: 43 closed (disposition not in docket feed), 1 open

ROBERT GOLDSTEIN closed
United States Bankruptcy Court, D. Nevada · No. 23-13072 · Filed Jul 27, 2023 · Closed Sep 29, 2023
Role of ROBERT GOLDSTEIN: Debtor · Outcome: Case closed 2023-09-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NV (not a filing state)
Robert L. Goldstein, Sr. and Beverly Y. Goldstein closed
United States Bankruptcy Court, D. Maryland · No. 21-11333 · Filed Mar 4, 2021 · Closed Aug 26, 2024
Role of Robert L. Goldstein, Sr.: Debtor · Outcome: Case closed 2024-08-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in MD (not a filing state)
Robert Goldstein closed
United States Bankruptcy Court, S.D. Ohio · No. 2:21-bk-50069 · Filed Jan 11, 2021 · Closed Jun 3, 2021
Role of Robert Goldstein: Debtor · Outcome: Case closed 2021-06-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in OH (not a filing state)
Robert M Goldstein open
United States Bankruptcy Court, W.D. New York · No. 1-19-10796 · Filed Apr 19, 2019
Role of Robert M Goldstein: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NY (not a filing state)
Robert Goldstein closed
United States Bankruptcy Court, S.D. Ohio · No. 2:18-bk-56120 · Filed Sep 27, 2018 · Closed Apr 8, 2019
Role of Robert Goldstein: Debtor · Outcome: Case closed 2019-04-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in OH (not a filing state)
Robert S Goldstein closed
United States Bankruptcy Court, E.D. New York · No. 1-15-43988 · Filed Aug 28, 2015 · Closed Dec 3, 2015
Role of Robert S Goldstein: Debtor · Outcome: Case closed 2015-12-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NY (not a filing state)
Robert N Goldstein closed
United States Bankruptcy Court, S.D. Florida. · No. 14-34450 · Filed Nov 3, 2014 · Closed Dec 27, 2016
Role of Robert N Goldstein: Debtor · Outcome: Case closed 2016-12-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in FL (not a filing state)
Robert Goldstein closed
United States Bankruptcy Court, C.D. California · No. 8:14-bk-14115 · Filed Jul 2, 2014 · Closed Oct 7, 2015
Role of Robert Goldstein: Debtor · Outcome: Case closed 2015-10-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (CA)
Robert A. Goldstein and Teresa K. Goldstein closed
United States Bankruptcy Court, M.D. North Carolina · No. 13-50394 · Filed Mar 28, 2013 · Closed Oct 24, 2018
Role of Robert A. Goldstein and Teresa K. Goldstein: Debtor · Outcome: Case closed 2018-10-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NC (not a filing state)
Robert M. Goldstein closed
United States Bankruptcy Court, N.D. Texas · No. 10-38765 · Filed Dec 14, 2010 · Closed Jun 1, 2016
Role of Robert M. Goldstein: Debtor · Outcome: Case closed 2016-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in TX (not a filing state)
Robert M. Goldstein closed
United States Bankruptcy Court, D. Massachusetts · No. 10-22672 · Filed Nov 19, 2010 · Closed Feb 22, 2011
Role of Robert M. Goldstein: Debtor · Outcome: Case closed 2011-02-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in MA (not a filing state)
Robert M. Goldstein closed
United States Bankruptcy Court, S.D. Florida. · No. 10-20718 · Filed Apr 22, 2010 · Closed Jan 31, 2011
Role of Robert M. Goldstein: Debtor · Outcome: Case closed 2011-01-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in FL (not a filing state)
Robert E. Goldstein closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 5:07-bk-52931 · Filed Nov 9, 2007 · Closed Mar 25, 2008
Role of Robert E. Goldstein: Debtor · Outcome: Case closed 2008-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in PA (not a filing state)
Robert O Goldstein closed
United States Bankruptcy Court, N.D. Illinois · No. 06-13740 · Filed Oct 25, 2006 · Closed Feb 1, 2007
Role of Robert O Goldstein: Debtor · Outcome: Case closed 2007-02-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in IL (not a filing state)
Robert P. Goldstein closed
United States Bankruptcy Court, S.D. Florida. · No. 05-26379 · Filed Sep 26, 2005 · Closed Feb 7, 2006
Role of Robert P. Goldstein: Debtor · Outcome: Case closed 2006-02-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in FL (not a filing state)
Robert M. Goldstein and Belinda Y. Goldstein closed
United States Bankruptcy Court, S.D. Florida. · No. 03-24506 · Filed Jun 23, 2003 · Closed Oct 13, 2005
Role of Robert M. Goldstein and Belinda Y. Goldstein: Debtor · Outcome: Case closed 2005-10-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in FL (not a filing state)
Robert M Goldstein and Barbara Goldstein closed
United States Bankruptcy Court, E.D. New York · No. 1-03-10785 · Filed Jan 22, 2003 · Closed Jan 13, 2004
Role of Robert M Goldstein and Barbara Goldstein: Debtor · Outcome: Case closed 2004-01-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NY (not a filing state)
Robert M. Goldstein closed
United States Bankruptcy Court, S.D. New York · No. 02-16470 · Filed Dec 26, 2002 · Closed May 29, 2007
Role of Robert M. Goldstein: Debtor · Outcome: Case closed 2007-05-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NY (not a filing state)
Robert J Goldstein closed
United States Bankruptcy Court, N.D. Illinois · No. 01-18326 · Filed May 21, 2001 · Closed Sep 20, 2001
Role of Robert J Goldstein: Debtor · Outcome: Case closed 2001-09-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in IL (not a filing state)
Robert M. Goldstein closed
United States Bankruptcy Court, S.D. Florida. · No. 01-23629 · Filed May 15, 2001 · Closed Feb 7, 2003
Role of Robert M. Goldstein: Debtor · Outcome: Case closed 2003-02-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in FL (not a filing state)
Robert Goldstein closed
United States Bankruptcy Court, D. New Jersey · No. 01-55626 · Filed May 7, 2001 · Closed Aug 13, 2001
Role of Robert Goldstein: Debtor · Outcome: Case closed 2001-08-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NJ (not a filing state)
ROBERT M GOLDSTEIN and PRISCILLA L GOLDSTEIN closed
United States Bankruptcy Court, D. Minnesota · No. 00-42732 · Filed Jun 7, 2000 · Closed Sep 25, 2000
Role of ROBERT M GOLDSTEIN and PRISCILLA L GOLDSTEIN: Debtor · Outcome: Case closed 2000-09-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in MN (not a filing state)
Robert M Goldstein closed
United States Bankruptcy Court, E.D. New York · No. 1-00-15097 · Filed May 10, 2000 · Closed Dec 4, 2000
Role of Robert M Goldstein: Debtor · Outcome: Case closed 2000-12-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NY (not a filing state)
Robert Goldstein closed
United States Bankruptcy Court, D. Massachusetts · No. 99-13269 · Filed Apr 19, 1999 · Closed Nov 18, 1999
Role of Robert Goldstein: Debtor · Outcome: Case closed 1999-11-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in MA (not a filing state)
Robert Goldstein closed
United States Bankruptcy Court, M.D. Florida · No. 8:99-bk-05893 · Filed Apr 14, 1999 · Closed Apr 6, 2000
Role of Robert Goldstein: Debtor · Outcome: Case closed 2000-04-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in FL (not a filing state)
Nilsa Goldstein and Robert J. Goldstein closed
United States Bankruptcy Court, E.D. California · No. 99-20888 · Filed Jan 22, 1999 · Closed Apr 29, 1999
Role of Robert J. Goldstein: Debtor · Outcome: Case closed 1999-04-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (CA)
Robert Nathan Goldstein and Robert N. Goldstein closed
United States Bankruptcy Court, N.D. Texas · No. 98-37366 · Filed Aug 27, 1998 · Closed Aug 25, 2000
Role of Robert N. Goldstein: Debtor · Outcome: Case closed 2000-08-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in TX (not a filing state)
Robert Goldstein closed
United States Bankruptcy Court, D. Massachusetts · No. 98-13762 · Filed Apr 17, 1998 · Closed Jul 28, 1998
Role of Robert Goldstein: Debtor · Outcome: Case closed 1998-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in MA (not a filing state)
Robert Goldstein closed
United States Bankruptcy Court, N.D. Illinois · No. 98-11092 · Filed Apr 9, 1998 · Closed Aug 3, 1998
Role of Robert Goldstein: Debtor · Outcome: Case closed 1998-08-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in IL (not a filing state)
Robert J Goldstein closed
United States Bankruptcy Court, N.D. Illinois · No. 97-01203 · Filed Jan 15, 1997 · Closed May 21, 1997
Role of Robert J Goldstein: Debtor · Outcome: Case closed 1997-05-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in IL (not a filing state)
Robert T. Goldstein and Sally T. Goldstein closed
United States Bankruptcy Court, D. Connecticut · No. 95-51598 · Filed Oct 24, 1995 · Closed Oct 25, 1996
Role of Robert T. Goldstein and Sally T. Goldstein: Debtor · Outcome: Case closed 1996-10-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in CT (not a filing state)
Robert Goldstein and Shirley Goldstein closed
United States Bankruptcy Court, D. Massachusetts · No. 95-15403 · Filed Aug 10, 1995 · Closed Nov 15, 1995
Role of Robert Goldstein and Shirley Goldstein: Debtor · Outcome: Case closed 1995-11-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in MA (not a filing state)
Robert H. Goldstein closed
United States Bankruptcy Court, C.D. California · No. 8:95-bk-16752 · Filed Jul 5, 1995 · Closed Feb 15, 1996
Role of Robert H. Goldstein: Debtor · Outcome: Case closed 1996-02-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (CA)
Katherine Goldstein and Robert Goldstein closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 5:95-bk-00669 · Filed May 10, 1995 · Closed Oct 25, 1995
Role of Robert Goldstein: Debtor · Outcome: Case closed 1995-10-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in PA (not a filing state)
Robert T. Goldstein and Sally T. Goldstein closed
United States Bankruptcy Court, D. Connecticut · No. 95-50090 · Filed Jan 20, 1995 · Closed Mar 30, 1995
Role of Robert T. Goldstein and Sally T. Goldstein: Debtor · Outcome: Case closed 1995-03-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in CT (not a filing state)
Robert C. Goldstein and Gail M. Goldstein closed
United States Bankruptcy Court, D. Connecticut · No. 94-21885 · Filed May 24, 1994 · Closed Sep 9, 1994
Role of Robert C. Goldstein and Gail M. Goldstein: Debtor · Outcome: Case closed 1994-09-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in CT (not a filing state)
Robert B. Goldstein and Patricia M. Kruthers Goldstein closed
United States Bankruptcy Court, D. New Jersey · No. 94-32486 · Filed Apr 21, 1994 · Closed Sep 8, 1994
Role of Robert B. Goldstein and Patricia M. Kruthers Goldstein: Debtor · Outcome: Case closed 1994-09-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NJ (not a filing state)
Robert T. Goldstein and Sally T. Goldstein closed
United States Bankruptcy Court, D. Connecticut · No. 93-52867 · Filed Sep 3, 1993 · Closed Aug 24, 1994
Role of Robert T. Goldstein and Sally T. Goldstein: Debtor · Outcome: Case closed 1994-08-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in CT (not a filing state)
Robert S. Goldstein and Robin S. Goldstein closed
United States Bankruptcy Court, D. New Jersey · No. 92-22898 · Filed Apr 8, 1992 · Closed Aug 11, 1994
Role of Robert S. Goldstein and Robin S. Goldstein: Debtor · Outcome: Case closed 1994-08-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in NJ (not a filing state)
Robert P. Goldstein closed
United States Bankruptcy Court, D. Connecticut · No. 91-23673 · Filed Nov 12, 1991 · Closed Feb 4, 1992
Role of Robert P. Goldstein: Debtor · Outcome: Case closed 1992-02-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in CT (not a filing state)
Robert S. Goldstein closed
United States Bankruptcy Court, D. Massachusetts · No. 91-18841 · Filed Oct 21, 1991 · Closed Feb 26, 1992
Role of Robert S. Goldstein: Debtor · Outcome: Case closed 1992-02-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in MA (not a filing state)
Robert P. Goldstein closed
United States Bankruptcy Court, D. Connecticut · No. 91-22043 · Filed Jun 21, 1991 · Closed Dec 5, 1991
Role of Robert P. Goldstein: Debtor · Outcome: Case closed 1991-12-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in CT (not a filing state)
Robert Goldstein closed
United States Bankruptcy Court, M.D. Florida · No. 6:91-bk-02965 · Filed Jun 6, 1991 · Closed Nov 14, 1991
Role of Robert Goldstein: Debtor · Outcome: Case closed 1991-11-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in FL (not a filing state)
Robert P. Goldstein closed
United States Bankruptcy Court, D. Connecticut · No. 91-20540 · Filed Feb 22, 1991 · Closed Jul 31, 1991
Role of Robert P. Goldstein: Debtor · Outcome: Case closed 1991-07-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 70 federal dockets); 11 people with this name in Form D filings; court in CT (not a filing state)
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

15 differences found between the filings for Robert Goldstein — 4 worth asking about (compared 50 filings on Oct 24, 2026)

Note · Sep 3, 2015 – Jan 19, 2016

Bankruptcy case: Pomares v. CITIMORTGAGE, INC. — filed Sep 3, 2015

United States Bankruptcy Court, C.D. California docket "Pomares v. CITIMORTGAGE, INC." filed Sep 3, 2015, closed Jan 19, 2016. Raul Pomares (listed on the same filings) is listed as Plaintiff ("Pomares"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Apr 10, 2014 – Jun 28, 2023

11 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Amount sold went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Amount sold went down between filings — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC · Amount sold went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Amount sold went down between filings — Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC · and 6 more

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Sources
Worth asking · Apr 10, 2014 – Jun 28, 2023

8 offerings reported fewer investors on a later filing

Investor count went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · Investor count went down between filings — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · Investor count went down between filings — Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC · Investor count went down between filings — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC · Investor count went down between filings — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC · and 3 more

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Sources
Worth asking · Dec 27, 2024

100% of the money raised went to insiders — US NUCLEAR CORP.

The Dec 27, 2024 Form D reports $1,878,000 sold and $1,878,000 of the proceeds used for payments to officers, directors or promoters. Issuer's note: "See Response to Item 13".

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.

Sources
Worth asking · Dec 22, 2015 – Dec 27, 2024

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

Form D filed 79 days after the first sale — US NUCLEAR CORP. · Form D filed 246 days after the first sale — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · Form D filed 24 days after the first sale — LATAM Impact Fund, L.P. · Form D filed 16 days after the first sale — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC · Form D filed 36 days after the first sale — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC · and 1 more

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

Sources
Note · Dec 7, 2012 – Dec 27, 2024

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 — US NUCLEAR CORP. (latest filing Dec 27, 2024) · No amendment in the last 12 months on an offering that may still be open — Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC (latest filing Nov 29, 2023) · No amendment in the last 12 months on an offering that may still be open — Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC (latest filing Nov 29, 2023) · No amendment in the last 12 months on an offering that may still be open — LATAM Impact Fund, L.P. (latest filing Aug 2, 2023) · No amendment in the last 12 months on an offering that may still be open — Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC (latest filing Jun 28, 2023) · 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.

Sources
Note · Apr 25, 2014 – Sep 28, 2016

6 role changes for the same people across filings

Robert Goldstein's role changed at US NUCLEAR CORP.: executive officer, director → executive officer · Robert Goldstein's role changed at Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC: executive officer → executive officer, promoter · Robert Goldstein's role changed at Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC: executive officer → executive officer, promoter · Robert Goldstein's role changed at Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC: executive officer → executive officer, promoter · Robert Goldstein's role changed at Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC: executive officer → promoter · and 1 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Sources
Note · Aug 19, 2013 – Nov 18, 2014

Robert Goldstein is written 2 different ways on the filings

listed as "Robert I Goldstein" on 3 filings (from Aug 19, 2013), and "Robert Goldstein" on 47 filings (from Nov 18, 2014).

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.

Sources
Note · Aug 19, 2013 – Dec 27, 2024

Industry group changed between filings — US NUCLEAR CORP.

"Other" (Aug 19, 2013 to Jan 3, 2014); then "Other Technology" (Apr 25, 2014); then "Other Energy" (Sep 28, 2016); then "Other" (Dec 27, 2024 to Apr 4, 2025).

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.

Sources
Note · Aug 19, 2013 – Dec 27, 2024

Reported revenue range changed between filings — US NUCLEAR CORP.

"Decline to Disclose" (Aug 19, 2013); then "$1 - $1,000,000" (Sep 28, 2016); then "Decline to Disclose" (Dec 27, 2024).

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

Sources
Note · Jul 12, 2010 – Oct 15, 2026

Same name, different state: "Robert L. Goldstein" (NY) is a separate record

This page covers filings where the address state is CA. A separate record, "Robert L. Goldstein" with address state NY, is listed on 172 filings — most recently by Gotham Balanced Value Strategies (US), LP (Oct 15, 2026). Both records have filings in the same period (Nov 18, 2014 to Apr 4, 2025).

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.

Sources
Note · Oct 15, 2010 – Jul 9, 2012

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

This page covers filings where the address state is CA. A separate record, "Robert Bernard Goldstein" with address state VA, is listed on 3 filings — most recently by HAMPTON ROADS BANKSHARES INC (Jul 9, 2012). The two records do not overlap in time: this page runs Nov 18, 2014 to Apr 4, 2025; the other runs Oct 15, 2010 to Jul 9, 2012.

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.

Sources
Note · Feb 16, 2011

Same name, different state: "ROBERT B. GOLDSTEIN" (SC) is a separate record

This page covers filings where the address state is CA. A separate record, "ROBERT B. GOLDSTEIN" with address state SC, is listed on 1 filing — most recently by PALMETTO BANCSHARES INC (Feb 16, 2011). The two records do not overlap in time: this page runs Nov 18, 2014 to Apr 4, 2025; the other has one filing dated Feb 16, 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.

Sources
Note · Jun 16, 2010

Same name, different state: "Robert B. Goldstein" (FL) is a separate record

This page covers filings where the address state is CA. A separate record, "Robert B. Goldstein" with address state FL, is listed on 2 filings — most recently by SEACOAST BANKING CORP OF FLORIDA (Jun 16, 2010). The two records do not overlap in time: this page runs Nov 18, 2014 to Apr 4, 2025; the other has one filing dated Jun 16, 2010.

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.

Sources
Note · Jul 16, 2009

Same name, different state: "Robert G Goldstein" (IL) is a separate record

This page covers filings where the address state is CA. A separate record, "Robert G Goldstein" with address state IL, is listed on 1 filing — most recently by New Trier Real Estate Partners II, LP (Jul 16, 2009). The two records do not overlap in time: this page runs Nov 18, 2014 to Apr 4, 2025; the other has one filing dated Jul 16, 2009.

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.

Sources
What is compared

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

5. Money to insiders

0 of 17 offerings report sales commissions; 0 report finder's fees; 1 reports proceeds to related persons totalling $1,878,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 4, 2025 D
US NUCLEAR CORP.
File 021-542959
$0$0$0None listed on this filingEDGAR ↗
Dec 27, 2024 D
US NUCLEAR CORP.
File 021-533493
$0$0$1,878,000
See Response to Item 13
None listed on this filingEDGAR ↗
Dec 27, 2024 D
US NUCLEAR CORP.
File 021-533494
$0$0$0None listed on this filingEDGAR ↗
Nov 29, 2023 D/A
Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC
File 021-260410
$0$0$0None listed on this filingEDGAR ↗
Nov 29, 2023 D/A
Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC
File 021-275103
$0$0$0None listed on this filingEDGAR ↗
Aug 2, 2023 D/A
LATAM Impact Fund, L.P.
File 021-409253
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2023 D/A
Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC
File 021-191361
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 19, 2020 D/A
Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC
File 021-191362
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 28, 2016 D
US NUCLEAR CORP.
File 021-271449
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2016 D/A
Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC
File 021-215272
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2016 D/A
Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC
File 021-215271
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2016 D
Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC
File 021-260796
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2016 D
National Lighting Solutions, LLC
File 021-254748
$0$0$0None listed on this filingEDGAR ↗
Nov 18, 2014 D
Sonen Capital LLC
File 021-228594
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 25, 2014 D
US NUCLEAR CORP.
File 021-216300
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2014 D
US NUCLEAR CORP.
File 021-209241
$0$0$0None listed on this filingEDGAR ↗
Aug 19, 2013 D
US NUCLEAR CORP.
File 021-201529
$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 10

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

Other

US NUCLEAR CORP.

Canoga Park, CA · Aug 19, 2013 → Apr 4, 2025 · 7 filings
  • Apr 4, 2025 · D · $0 sold of $240,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗
  • Dec 27, 2024 · D · $0 sold of $72,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗
  • Dec 27, 2024 · D · $1,878,000 sold of $10,000,000 · 2 investors · min. $1,000 · role: Executive Officer EDGAR ↗
  • Sep 28, 2016 · D · $99,000 sold of $600,000 · 1 investors · min. $35,000 · role: Executive Officer EDGAR ↗
  • Apr 25, 2014 · D · $13,000 sold of $100,000 · 3 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 3, 2014 · D · $45 sold of $45 · 1 investors · min. No minimum reported · role: Executive Officer, Director (PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD OF DIRECTORS) EDGAR ↗
  • Aug 19, 2013 · D · $70 sold of $70 · 1 investors · min. No minimum reported · role: Executive Officer, Director (President and Chief Executive Officer, Chairman of the Board of Directors.) EDGAR ↗

Raised $1.88M from 3 investors (100% of the $240K target) as of the latest filing. Robert is listed as executive officer, director on 7 filings for this deal.

Sources

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

Pooled Investment Fund · group: Sonen

Sonen Global Multistrategy (Irish) Fund, a series of the Sonen Invest Mgmt Private Acc Plat PLC

Dublin 1, Ireland (as filed: L2) · Mar 31, 2016 → Nov 29, 2023 · 10 filings
  • Nov 29, 2023 · D/A · $25,430,000 sold of Indefinite · 9 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager and Promoter of Fund) EDGAR ↗
  • Nov 29, 2022 · D/A · $21,400,000 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager and Promoter of Fund) EDGAR ↗
  • Nov 30, 2021 · D/A · $21,400,000 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager and Promoter of Fund) EDGAR ↗
  • Nov 20, 2020 · D/A · $20,230,000 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager and Promoter of Fund) EDGAR ↗
  • Nov 22, 2019 · D/A · $22,774,951 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager and Promoter of Fund) EDGAR ↗
  • Dec 21, 2018 · D/A · $18,230,000 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager and Promoter of Fund) EDGAR ↗
  • Nov 22, 2017 · D/A · $19,230,000 sold of Indefinite · 9 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager and Promoter of Fund) EDGAR ↗
  • Nov 23, 2016 · D/A · $14,330,000 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager and Promoter of Fund) EDGAR ↗
  • Apr 8, 2016 · D/A · $10,330,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager and Promoter of Fund) EDGAR ↗
  • Mar 31, 2016 · D · $10,330,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $25.4M from 12 investors as of the latest filing. Robert is listed as executive officer, promoter on 10 filings for this deal.

Sources

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

Pooled Investment Fund · group: Sonen

Sonen Global Multistrategy (Delaware) Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC

San Francisco, CA · Apr 7, 2016 → Nov 29, 2023 · 9 filings
  • Nov 29, 2023 · D/A · $18,200,000 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager Promoter of Fund) EDGAR ↗
  • Nov 29, 2022 · D/A · $17,700,000 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager Promoter of Fund) EDGAR ↗
  • Nov 30, 2021 · D/A · $17,700,000 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager Promoter of Fund) EDGAR ↗
  • Nov 20, 2020 · D/A · $14,700,000 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager Promoter of Fund) EDGAR ↗
  • Nov 22, 2019 · D/A · $10,404,101 sold of Indefinite · 9 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager Promoter of Fund) EDGAR ↗
  • Dec 21, 2018 · D/A · $7,200,000 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager Promoter of Fund) EDGAR ↗
  • Nov 22, 2017 · D/A · $5,600,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager Promoter of Fund) EDGAR ↗
  • Nov 23, 2016 · D · $4,600,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager Promoter of Fund) EDGAR ↗
  • Apr 7, 2016 · D · $6,550,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Director of the Investment Manager Promoter of Fund) EDGAR ↗

Raised $18.2M from 15 investors as of the latest filing. Robert is listed as executive officer, promoter on 9 filings for this deal.

Sources

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

Pooled Investment Fund

LATAM Impact Fund, L.P.

San Francisco, CA · Aug 9, 2021 → Aug 2, 2023 · 3 filings
  • Aug 2, 2023 · D/A · $50,529,722 sold of $100,000,000 · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 9, 2022 · D/A · $50,529,722 sold of $100,000,000 · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 9, 2021 · D · $50,529,722 sold of $100,000,000 · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $50.5M from 6 investors (51% of the $100M target) as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Sonen

Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC

San Francisco, CA · Jun 26, 2015 → Jun 28, 2023 · 9 filings
  • Jun 28, 2023 · D/A · $85,210,579 sold of Indefinite · 60 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 28, 2022 · D/A · $138,883,988 sold of Indefinite · 61 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 21, 2021 · D/A · $170,152,157 sold of Indefinite · 57 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 19, 2020 · D/A · $130,179,308 sold of Indefinite · 56 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 21, 2019 · D/A · $132,703,972 sold of Indefinite · 46 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 22, 2018 · D/A · $123,852,799 sold of Indefinite · 45 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 23, 2017 · D/A · $125,882,882 sold of Indefinite · 46 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 24, 2016 · D/A · $100,896,693 sold of Indefinite · 42 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 26, 2015 · D/A · $94,266,752 sold of Indefinite · 35 investors · min. $500,000 · role: Executive Officer (Managing Director of Sonen Capital LLC) EDGAR ↗

Raised $170.2M from 61 investors as of the latest filing. Robert is listed as executive officer, promoter on 9 filings for this deal.

Sources

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

Pooled Investment Fund · group: Sonen

Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC

San Francisco, CA · Jun 26, 2015 → Jun 19, 2020 · 6 filings
  • Jun 19, 2020 · D/A · $83,060,758 sold of Indefinite · 31 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 21, 2019 · D/A · $87,846,396 sold of Indefinite · 33 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 22, 2018 · D/A · $83,868,832 sold of Indefinite · 32 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 23, 2017 · D/A · $90,855,298 sold of Indefinite · 36 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 24, 2016 · D/A · $96,743,380 sold of Indefinite · 39 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Sonen Capital LLC) EDGAR ↗
  • Jun 26, 2015 · D/A · $107,565,410 sold of Indefinite · 39 investors · min. $500,000 · role: Executive Officer (Managing Director of Sonen Capital LLC) EDGAR ↗

Raised $107.6M from 39 investors as of the latest filing. Robert is listed as executive officer, promoter on 6 filings for this deal.

Sources

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

Pooled Investment Fund · group: Sonen

Sonen Global Sustainable Real Assets (Delaware) Feeder Fund, a series of the Sonen Invest Mgmt Private Acc Plat LLC

San Francisco, CA · Apr 16, 2015 → Apr 18, 2016 · 2 filings
  • Apr 18, 2016 · D/A · $54,575,000 sold of Indefinite · 78 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Director of Investment Manager and Promoter of Fund) EDGAR ↗
  • Apr 16, 2015 · D/A · $33,225,000 sold of Indefinite · 45 investors · min. $500,000 · role: Executive Officer (Managing Director of Investment Manager) EDGAR ↗

Raised $54.6M from 78 investors as of the latest filing. Robert is listed as executive officer, promoter on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Sonen

Sonen Global Sustainable Real Assets (Irish) Feeder Fund, a Series of the Sonen Invt Mgmt Private Acc Plat PLC

San Francisco, CA · Apr 16, 2015 → Apr 18, 2016 · 2 filings
  • Apr 18, 2016 · D/A · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Promoter (Promoter of Fund, Managing Director of Investment Manager) EDGAR ↗
  • Apr 16, 2015 · D/A · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Executive Officer (Managing Director of Investment Manager) EDGAR ↗

Raised $5.6M from 6 investors as of the latest filing. Robert is listed as promoter, executive officer on 2 filings for this deal.

Sources

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

Other Technology

National Lighting Solutions, LLC

Rancho Dominguez, CA · Jan 7, 2016
  • Jan 7, 2016 · D · $251 sold of $251 · 4 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $251 from 4 investors (100% of the $251 target) as of the latest filing. Robert is listed as executive officer, director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 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.

Investing · group: Sonen

Sonen Capital LLC

San Francisco, CA · Nov 18, 2014
  • Nov 18, 2014 · D · $1,290,000 sold of $2,000,000 · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.98M from 36 investors (100% of the $2M target) as of the latest filing. Robert is listed as executive officer.

Sources

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

Other pages with the same name (10)

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

People around Robert 21

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

Management entity

Investment Manager Sonen Capital LLC

Executive Officer, Promoter · 19 shared filings (3 issuers)

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

Management entity

Sonen Capital LLC

Executive Officer, Promoter · 15 shared filings (2 issuers) · also on 2 other issuers

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

Management entity

KBA Consulting Management Limited

Promoter · 9 shared filings (1 issuer) · also on 1 other issuer

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

Management entity

Manager Sonen Capital LLC

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

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

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

Raul Pomares

Director, Executive Officer, Promoter · 39 shared filings (7 issuers) · also on 2 other issuers

Raul Pomares is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Stuart Davidson

Director, Executive Officer · 30 shared filings (7 issuers) · also on 5 other issuers

Stuart Davidson is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

David Hood

Executive Officer, Promoter, Director · 17 shared filings (6 issuers) · also on 2 other issuers

David Hood is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Nick Koukopoulos

Executive Officer, Promoter · 12 shared filings (2 issuers) · also on 2 other issuers

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

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

Roy Finucane

Executive Officer, Promoter, Director · 11 shared filings (2 issuers)

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

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

Peadar De Barra

Executive Officer, Promoter, Director · 11 shared filings (2 issuers)

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

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

Nick Koukopolous

Executive Officer, Promoter · 6 shared filings (1 issuer)

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

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

Nick Koukopoulus

Executive Officer, Promoter · 6 shared filings (1 issuer)

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

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

Maurice Murphy

Executive Officer, Promoter, Director · 4 shared filings (2 issuers) · also on 6 other issuers

Maurice Murphy is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Nick Koukopoulous

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

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

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

Tom Bird

Executive Officer · 2 shared filings (2 issuers) · also on 4 other issuers

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

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

Justina Lai

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

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

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

Manager KBA Consulting Management Limited

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

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

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

Julia Sze

Director · 1 shared filing (1 issuer) · also on 6 other issuers

Julia Sze is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Nicholas Koukopoulos

Director · 1 shared filing (1 issuer)

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

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

Lionel Brown

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

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

The team behind the deals

Sponsor group

Sonen

9 issuers · 50 filings · $320.8M reported sold · 2012–2023

One team, 9 deal companies. Robert Goldstein is listed on 7 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 Goldstein.

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 3 of the 10 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Sonen Global Public Equity Fund, a series of Sonen Investment Management Public Access Platform, LLC, Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC, Sonen Capital LLC.

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 Goldstein 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 10 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert Goldstein is listed on: none on file. No website or social profile named in Sonen Global Fixed Income Fund, a series of Sonen Investment Management Public Access Platform, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #213,415 of 374,652 in line (1,381 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 (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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