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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:42 AM ET

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Robert Morse

Named as an officer, director or promoter on SEC Form D filings · UT, NY, Hong Kong (as filed: K3) · May 24, 2021 → Mar 9, 2026

57deals (issuers)
$6.77Breported sold
3,197investors
106Form D filings
2021–2026years on file
Follow this personLook further ↓PDF

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

The short version

Robert Morse is listed as an executive officer and director on 106 SEC Form D filings by 57 issuers between May 2010 and Mar 2026. Largest by amount reported sold: Bridge Multifamily Fund V LP (Sandy, UT — pooled investment fund — 2021–2022; $1B reported sold), Bridge Multifamily Fund V-A LP (Sandy, UT — pooled investment fund — 2021–2022; $1B reported sold), Bridge Multifamily Fund V International-A LP (Sandy, UT — pooled investment fund — 2021–2022; $1B reported sold), Bridge Multifamily & Commercial Office Fund II LP (Salt Lake City, UT — pooled investment fund — 2011–2012; $595.5M reported sold to 342 investors), Bridge Agency MBS Fund International LP (Georgetown, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2024–2025; $425.9M reported sold to 178 investors) and 52 more (all listed below).

What this means That is a lot of deals — 57 separate companies raised money with this person listed as executive officer and director, over about 16 years. Across those companies the filings report $6.77B sold in total.

Listed alongside Jonathan Slager (89 shared filings), Dean Allara (74 shared filings), Adam O'Farrell (49 shared filings), Brandon Flickinger (21 shared filings), Matt Tucker (21 shared filings) and 78 others.

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

The issuers belong to 2 sponsor groups: Bridge (86 issuers, $12.65B reported sold, 2009–2026) and Bridge (55 issuers, $1.43B reported sold, 2010–2020).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 10 bankruptcy cases matching the name listed in Key records below.

What this means 10 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 the newest 50 of 106 public filings for Robert Morse and found 16 differences, 7 worth asking the sponsor about: Amount sold went down between filings; Investor count 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 Morse has not run yet — it is #27,298 of 39,118 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

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

What was searched

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

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

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

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

10 cases: 10 closed (disposition not in docket feed)

Robert E Morse closed
United States Bankruptcy Court, D. Utah · No. 21-24155 · Filed Sep 28, 2021 · Closed May 13, 2022
Role of Robert E Morse: Debtor · Outcome: Case closed 2022-05-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (UT)
Robert E. Morse and Nicole L. Morse closed
United States Bankruptcy Court, D. Utah · No. 12-23656 · Filed Mar 26, 2012 · Closed Jun 13, 2016
Role of Robert E. Morse and Nicole L. Morse: Debtor · Outcome: Case closed 2016-06-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (UT)
Robert Morse and Kathryn Morse closed
United States Bankruptcy Court, E.D. New York · No. 8-06-70087 · Filed Jan 18, 2006 · Closed Oct 17, 2006
Role of Robert Morse and Kathryn Morse: Debtor · Outcome: Case closed 2006-10-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (NY)
Robert L. Morse and Pearl F. Morse closed
United States Bankruptcy Court, N.D. New York · No. 02-15754 · Filed Sep 6, 2002 · Closed Jun 11, 2003
Role of Robert L. Morse and Pearl F. Morse: Debtor · Outcome: Case closed 2003-06-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (NY)
Robert E. Morse and Jill M. Morse closed
United States Bankruptcy Court, W.D. New York · No. 1-99-17031 · Filed Dec 27, 1999 · Closed May 3, 2000
Role of Robert E. Morse and Jill M. Morse: Debtor · Outcome: Case closed 2000-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (NY)
Robert A. Morse closed
United States Bankruptcy Court, W.D. New York · No. 2-98-22341 · Filed Jun 19, 1998 · Closed Oct 26, 1998
Role of Robert A. Morse: Debtor · Outcome: Case closed 1998-10-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (NY)
Robert Morse closed
United States Bankruptcy Court, W.D. New York · No. 1-96-13652 · Filed Aug 19, 1996 · Closed Mar 23, 2001
Role of Robert Morse: Debtor · Outcome: Case closed 2001-03-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (NY)
Robert N. Morse closed
United States Bankruptcy Court, W.D. New York · No. 2-95-21235 · Filed Jun 1, 1995 · Closed Sep 22, 1999
Role of Robert N. Morse: Debtor · Outcome: Case closed 1999-09-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (NY)
Robert E. Morse and Deborah A. Morse closed
United States Bankruptcy Court, W.D. New York · No. 1-90-12846 · Filed Sep 27, 1990 · Closed Feb 14, 1991
Role of Robert E. Morse and Deborah A. Morse: Debtor · Outcome: Case closed 1991-02-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (NY)
Robert C. Morse and Mary Ann Morse closed
United States Bankruptcy Court, N.D. New York · No. 86-10251 · Filed Feb 24, 1986 · Closed Oct 10, 1986
Role of Robert C. Morse and Mary Ann Morse: Debtor · Outcome: Case closed 1986-10-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 155 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (NY)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

4. Differences between public sources

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

16 differences found between the filings for Robert Morse — 7 worth asking about (compared the newest 50 of 106 filings on Oct 24, 2026; older filings not covered)

Note · Jun 22, 1999 – Jan 14, 2000

Bankruptcy case: Faubion Associates, Inc. v. Weickert — filed Jun 22, 1999

United States Bankruptcy Court, N.D. Texas docket "Faubion Associates, Inc. v. Weickert" filed Jun 22, 1999, closed Jan 14, 2000. Tyler Faubion (listed on the same filings) is listed as Plaintiff ("Faubion Associates, Inc."). 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.

Docket · United States Bankruptcy Court, N.D. Texas ↗Tyler Faubion — PartnerFacts page ↗
Sources
Worth asking · Mar 6, 2025 – Mar 9, 2026

Amount sold went down between filings — Bridge Logistics Value Fund II LP

The Mar 6, 2025 filing says $290,190,000 sold; the Mar 9, 2026 Form D/A says $211,378,000 sold — $78,812,000 less.

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

Form D/A (earlier) · Mar 6, 2025 ↗Form D/A (later) · Mar 9, 2026 ↗Bridge Logistics Value Fund II LP — PartnerFacts page ↗
Sources
Worth asking · Jul 14, 2023 – Jul 15, 2024

Amount sold went down between filings — Bridge Net Lease Industrial Income Fund LP

The Jul 14, 2023 filing says $288,894,080 sold; the Jul 15, 2024 Form D/A says $3,702,075 sold — $285,192,005 less.

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

Form D/A (earlier) · Jul 14, 2023 ↗Form D/A (later) · Jul 15, 2024 ↗Bridge Net Lease Industrial Income Fund LP — PartnerFacts page ↗
Sources
Worth asking · Feb 14, 2024 – Feb 10, 2025

Investor count went down between filings — Bridge Agency MBS Fund LP

The Feb 14, 2024 filing reports 9 investors; the Feb 10, 2025 Form D/A reports 7 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Feb 14, 2024 ↗Form D/A (later) · Feb 10, 2025 ↗Bridge Agency MBS Fund LP — PartnerFacts page ↗
Sources
Worth asking · Feb 14, 2024 – Feb 10, 2025

Investor count went down between filings — Bridge Agency MBS Fund International LP

The Feb 14, 2024 filing reports 178 investors; the Feb 10, 2025 Form D/A reports 125 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Feb 14, 2024 ↗Form D/A (later) · Feb 10, 2025 ↗Bridge Agency MBS Fund International LP — PartnerFacts page ↗
Sources
Worth asking · Jul 14, 2023 – Jul 15, 2024

Investor count went down between filings — Bridge Net Lease Industrial Income Fund LP

The Jul 14, 2023 filing reports 399 investors; the Jul 15, 2024 Form D/A reports 9 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 14, 2023 ↗Form D/A (later) · Jul 15, 2024 ↗Bridge Net Lease Industrial Income Fund LP — PartnerFacts page ↗
Sources
Worth asking · Feb 14, 2024 – Mar 9, 2026

20 filings report more than 10% of the money raised going to insiders

62% of the money raised went to insiders — Newbury Equity Partners VI (Cayman) L.P. · 64% of the money raised went to insiders — Newbury Equity Partners VI (Ontario) L.P. · 96% of the money raised went to insiders — Bridge Debt Strategies Fund V LP · 36% of the money raised went to insiders — Bridge Debt Strategies Fund V International LP · 30% of the money raised went to insiders — Bridge Solar Energy Development Fund LP · and 15 more

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D/A · Jun 25, 2025 ↗Newbury Equity Partners VI (Cayman) L.P. — PartnerFacts page ↗Form D/A · Jun 25, 2025 ↗Newbury Equity Partners VI (Ontario) L.P. — PartnerFacts page ↗
Sources
Note · Apr 29, 2024 – Jun 6, 2024

Robert Morse appears on 2 deals that stopped filing before reaching their target

Newbury Equity Partners VI L.P. (last filing Jun 6, 2024; $122,115,000 sold of $2,500,000,000); Bridge Opportunity Zone Fund VI LP (last filing Apr 29, 2024; $204,694,952 sold of $1,000,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Newbury Equity Partners VI L.P. — PartnerFacts page ↗Bridge Opportunity Zone Fund VI LP — PartnerFacts page ↗
Sources
Note · Jun 2, 2020 – Jun 25, 2025

16 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 — Newbury Equity Partners VI (Cayman) L.P. (latest filing Jun 25, 2025) · No amendment in the last 12 months on an offering that may still be open — Newbury Equity Partners VI (Ontario) L.P. (latest filing Jun 25, 2025) · No amendment in the last 12 months on an offering that may still be open — Bridge Debt Strategies Fund V LP (latest filing Jun 12, 2025) · No amendment in the last 12 months on an offering that may still be open — Bridge Debt Strategies Fund V International LP (latest filing Jun 12, 2025) · No amendment in the last 12 months on an offering that may still be open — Bridge Solar Energy Development Fund LP (latest filing Mar 6, 2025) · and 11 more

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

Form D/A · Jun 25, 2025 ↗Newbury Equity Partners VI (Cayman) L.P. — PartnerFacts page ↗Form D/A · Jun 25, 2025 ↗Newbury Equity Partners VI (Ontario) L.P. — PartnerFacts page ↗
Sources
Worth asking · Jun 12, 2025 – Jun 15, 2026

4 people are no longer listed on a later amendment

Robert Morse is no longer listed on the Jun 15, 2026 amendment — Bridge Workforce & Affordable Housing Fund III International LP · Robert Morse is no longer listed on the Jun 15, 2026 amendment — Bridge Workforce & Affordable Housing Fund III International Master LP · Robert Morse is no longer listed on the Jun 12, 2026 amendment — Bridge Workforce & Affordable Housing Fund III-R LP · Robert Morse is no longer listed on the Jun 12, 2026 amendment — Bridge Workforce & Affordable Housing Fund III LP

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

Form D/A · Jun 13, 2025 ↗Form D/A · Jun 15, 2026 ↗Robert Morse — PartnerFacts page ↗Bridge Workforce & Affordable Housing Fund III International LP — PartnerFacts page ↗
Sources
Note · Jul 9, 2021 – Jul 14, 2022

Industry group changed between filings — Bridge Net Lease Industrial Income Fund LP

"Other Banking and Financial Services" (Jul 9, 2021); then "Pooled Investment Fund" (Jul 12, 2021 to Jul 12, 2021); then "Other Banking and Financial Services" (Jul 14, 2022 to Jul 15, 2024).

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

Form D · Jul 9, 2021 ↗Form D/A · Jul 12, 2021 ↗Form D/A · Jul 14, 2022 ↗Bridge Net Lease Industrial Income Fund LP — PartnerFacts page ↗
Sources
Note · Nov 8, 2019 – Apr 13, 2026

Same name, different state: "Robert Morse" (TX) is a separate record

This page covers filings where the address state is UT or NY or K3. A separate record, "Robert Morse" with address state TX, is listed on 2 filings — most recently by Summus Holdings LLC (Apr 13, 2026). Both records have filings in the same period (May 24, 2021 to Mar 9, 2026).

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 Morse (TX) — PartnerFacts page ↗Form D · Apr 13, 2026 ↗Summus Holdings LLC — PartnerFacts page ↗Robert Morse (UT,NY,K3) — this page ↗
Sources
Note · Jul 1, 2014 – Dec 8, 2025

Same name, different state: "Robert L. Morse Jr." (TX or CA or AZ or MO) is a separate record

This page covers filings where the address state is UT or NY or K3. A separate record, "Robert L. Morse Jr." with address state TX or CA or AZ or MO, is listed on 16 filings — most recently by Strattam Co-Invest Fund XII, L.P. (Dec 8, 2025). Both records have filings in the same period (May 24, 2021 to Dec 8, 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.

Robert L. Morse Jr. (TX,CA,AZ,MO) — PartnerFacts page ↗Form D · Dec 8, 2025 ↗Strattam Co-Invest Fund XII, L.P. — PartnerFacts page ↗Robert Morse (UT,NY,K3) — this page ↗
Sources
Note · Apr 16, 2010 – Apr 4, 2011

Same name, different state: "Robert Morse" (NV) is a separate record

This page covers filings where the address state is UT or NY or K3. A separate record, "Robert Morse" with address state NV, is listed on 2 filings — most recently by Aerion Corp (Apr 4, 2011). The two records do not overlap in time: this page runs May 24, 2021 to Mar 9, 2026; the other runs Apr 16, 2010 to Apr 4, 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 Morse (NV) — PartnerFacts page ↗Form D · Apr 4, 2011 ↗Aerion Corp — PartnerFacts page ↗Robert Morse (UT,NY,K3) — this page ↗
Sources
Note · Jun 29, 2023 – Jan 16, 2026

9 address changes between filings

Address moved from Arlington, VA to Salt Lake City, UT — Bridge Investment Group Industrial Real Estate Income Trust · Address moved from Sandy, UT to Salt Lake City, UT — Bridge Logistics Value Fund II LP · Address moved from Sandy, UT to Salt Lake City, UT — Bridge Solar Energy Development Fund LP · Address moved from Sandy, UT to Salt Lake City, UT — Bridge Solar Energy Development Fund International-A LP · Address moved from Salt Lake City, UT to Arlington, VA — Bridge Investment Group Industrial Real Estate Income Trust · and 4 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Jan 23, 2025 ↗Form D/A · Jan 16, 2026 ↗Bridge Investment Group Industrial Real Estate Income Trust — PartnerFacts page ↗Form D/A · Mar 6, 2024 ↗
Sources
Note · Jul 9, 2021 – Mar 9, 2026

Robert Morse is listed with 2 different address states: NY, UT

NY on 63 filings (Jul 9, 2021 to Mar 9, 2026); UT on 8 filings (Jan 18, 2024 to Dec 18, 2025).

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 · Jul 9, 2021 ↗Form D · Jan 18, 2024 ↗
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. We compared the newest 50 of 106 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

15 of 57 offerings report sales commissions totalling $80,068,600; 0 report finder's fees; 31 report proceeds to related persons totalling $841,437,500. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 9, 2026 D/A
Bridge Logistics Value Fund II LP
File 021-474674
$20,000,000 (est.)$0 (est.)$30,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum on the original capital commitments, and thereafter based on capital contributions made in respect of assets then held by the Partnership. Proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Jan 28, 2026 D/A
BIGi REIT OP LP
File 021-405793
$0 (est.)$0 (est.)$0 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jan 16, 2026 D/A
Bridge Investment Group Industrial Real Estate Income Trust
File 021-503183
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 18, 2025 D
Bridge Workforce & Affordable Housing Fund III REIT LLC
File 021-567319
$6,100$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 8, 2025 D
Bridge Multifamily Living Fund VI International LP
File 021-566135
$0 (est.)$0 (est.)$0 (est.)
The General Partner will receive a variable management fee percentage as set out in the offering documents.
None listed on this filingEDGAR ↗
Dec 8, 2025 D
Bridge Multifamily Living Fund VI International-R LP
File 021-566140
$0 (est.)$0 (est.)$0 (est.)
The General Partner will receive a variable management fee percentage as set out in the offering documents.
None listed on this filingEDGAR ↗
Dec 8, 2025 D
Bridge Multifamily Living Fund VI International Master LP
File 021-566138
$0 (est.)$0 (est.)$0 (est.)
The General Partner will receive a variable management fee percentage as set out in the offering documents.
None listed on this filingEDGAR ↗
Dec 8, 2025 D
Bridge Multifamily Living Fund VI LP
File 021-566131
$0 (est.)$0 (est.)$0 (est.)
The General Partner will receive a variable management fee percentage as set out in the offering documents.
None listed on this filingEDGAR ↗
Jun 25, 2025 D/A
Newbury Equity Partners VI (Ontario) L.P.
File 021-485514
$0 (est.)$0 (est.)$35,000,000 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jun 25, 2025 D/A
Newbury Equity Partners VI (Cayman) L.P.
File 021-485516
$0 (est.)$0 (est.)$35,000,000 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jun 13, 2025 D/A
Bridge Workforce & Affordable Housing Fund III International Master LP
File 021-515878
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager will receive a percentage based management fee per annum based on commitment amounts, as described in the offering documents.
None listed on this filingEDGAR ↗
Jun 13, 2025 D/A
Bridge Workforce & Affordable Housing Fund III International LP
File 021-515877
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager will receive a percentage based management fee per annum based on commitment amounts, as described in the offering documents.
None listed on this filingEDGAR ↗
Jun 12, 2025 D/A
Bridge Debt Strategies Fund V International LP
File 021-476245
$0 (est.)$0 (est.)$60,000,000 (est.)
The Investment Manager will receive a management fee of .85% to 1.75% per annum, based on subscriber's total commitment and total capital commitments during the commitment period and on capital under management thereafter.
None listed on this filingEDGAR ↗
Jun 12, 2025 D/A
Bridge Debt Strategies Fund V LP
File 021-476243
$0 (est.)$0 (est.)$60,000,000 (est.)
The Investment Manager will receive a management fee of .85% to 1.75% per annum, based on subscriber's total commitment and total capital commitments during the commitment period and on capital under management thereafter.
None listed on this filingEDGAR ↗
Jun 12, 2025 D/A
Bridge Workforce & Affordable Housing Fund III LP
File 021-515875
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager will receive a percentage based management fee per annum based on commitment amounts, as described in the offering documents.
None listed on this filingEDGAR ↗
Jun 12, 2025 D/A
Bridge Workforce & Affordable Housing Fund III-R LP
File 021-515876
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager will receive a percentage based management fee per annum based on commitment amounts, as described in the offering documents.
None listed on this filingEDGAR ↗
Mar 6, 2025 D/A
Bridge Solar Energy Development Fund International-A LP
File 021-474671
$0 (est.)$0 (est.)$15,000,000 (est.)
The General Partner will receive a management fee of 1.0% to 2.5% per annum on the original capital commitments, and thereafter based on capital contributions made in respect of assets then held by the Partnership. Above proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Mar 6, 2025 D/A
Bridge Solar Energy Development Fund LP
File 021-474670
$0 (est.)$0 (est.)$15,000,000 (est.)
The General Partner will receive a management fee of 1.0% to 2.5% per annum on the original capital commitments, and thereafter based on capital contributions made in respect of assets then held by the Partnership. Above proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Feb 10, 2025 D/A
Bridge Agency MBS Fund International LP
File 021-368390
$0 (est.)$0 (est.)$5,000,000 (est.)
The General Partner will receive a management fee of 0.75% to 1.5% per annum on the capital commitments. The above gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Feb 10, 2025 D/A
Bridge Agency MBS Fund LP
File 021-368384
$0 (est.)$0 (est.)$5,000,000 (est.)
The General Partner will receive a management fee of 0.75% to 1.5% per annum on the capital commitments. The above gross proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Jan 17, 2025 D/A
Bridge Net Lease Industrial Income Fund International LP
File 021-502889
$0 (est.)$0 (est.)$0 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investor's subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jan 17, 2025 D
Bridge Opportunity Zone Fund VII LP
File 021-535662
$0 (est.)$0 (est.)$0 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jan 3, 2025 D/A
Bridge Logistics Value Fund II International-A LP
File 021-474675
$20,000,000 (est.)$0 (est.)$30,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum on the original capital commitments, and thereafter based on capital contributions made in respect of assets then held by the Partnership. Proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Dec 19, 2024 D
BDS V REIT LLC
File 021-532704
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 19, 2024 D
BLV II REIT 2, LP
File 021-532705
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 19, 2024 D
BLV II REIT, LLC
File 021-532706
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 25, 2024 D
Bridge Logistics Value Fund II International LP
File 021-530456
$20,000,000 (est.)$0 (est.)$30,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum on the original capital commitments, and thereafter based on capital contributions made in respect of assets then held by the Partnership. Proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Nov 25, 2024 D
Bridge Logistics Value Fund II International-R LP
File 021-530457
$20,000,000 (est.)$0 (est.)$30,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum on the original capital commitments, and thereafter based on capital contributions made in respect of assets then held by the Partnership. Proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Jul 15, 2024 D/A
Bridge Net Lease Industrial Income Fund LP
File 021-405789
$0 (est.)$0 (est.)$5,000,000 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jun 6, 2024 D/A
Newbury Equity Partners VI L.P.
File 021-482832
$0 (est.)$0 (est.)$35,000,000 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Apr 29, 2024 D/A
Bridge Opportunity Zone Fund VI LP
File 021-480442
$0 (est.)$0 (est.)$15,000,000 (est.)
The General Partner will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Dec 27, 2023 D
Bridge Logistics US Venture II REIT LLC
File 021-500828
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jul 26, 2023 D
Bridge Multifamily CV LP
File 021-487880
$0 (est.)$0 (est.)$5,000,000 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jul 26, 2023 D
Bridge Multifamily CV PV LP
File 021-487882
$0 (est.)$0 (est.)$5,000,000 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jul 26, 2023 D
Bridge Single Family Rental Fund IV International-A LP
File 021-487986
$0 (est.)$0 (est.)$25,000,000
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jun 29, 2023 D
Bridge Investment Group Ventures Fund LP
File 021-485521
$0 (est.)$0 (est.)$0 (est.)
The General Partner or an affiliate thereof will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
May 1, 2023 D
Bridge Logistics US Venture II LP
File 021-480403
$0 (est.)$0 (est.)$30,000,000 (est.)
The General Partner will receive a management fee based on a percentage of each investors subscription as set forth in the partnership agreement.
None listed on this filingEDGAR ↗
Jan 20, 2023 D/A
Bridge Single-Family Rental Fund IV LP
File 021-431590
$0 (est.)$0 (est.)$25,000,000 (est.)
The Investment Manager will receive a management fee of 1.0 to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (4 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Jan 9, 2023 D
BSFR IV REIT LLC
File 021-470089
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145236 ↗EDGAR ↗
Jan 9, 2023 D
BSH III REIT LLC
File 021-470092
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145236 ↗EDGAR ↗
Aug 23, 2022 D/A
Bridge Seniors Housing Fund III LP
File 021-381456
$0 (est.)$0 (est.)$60,000,000 (est.)
The General Partner will receive a management fee of 1.5% to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Aug 23, 2022 D/A
Bridge Seniors Housing Fund III International-A LP
File 021-381461
$0 (est.)$0 (est.)$3,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2.5% per annum, based on subscriber's commitment and total capital commitments during the commitment period (3 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Aug 22, 2022 D/A
Bridge Multifamily Fund V LP
File 021-400434
$0 (est.)$0 (est.)$50,000,000 (est.)
The Investment Manager will receive a management fee of 1.0 to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (4 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Aug 22, 2022 D/A
Bridge Multifamily Fund V-A LP
File 021-400610
$0 (est.)$0 (est.)$50,000,000 (est.)
The Investment Manager will receive a management fee of 1.0 to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (4 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Aug 22, 2022 D/A
Bridge Multifamily Fund V International-A LP
File 021-407658
$0 (est.)$0 (est.)$50,000,000 (est.)
The Investment Manager will receive a management fee of 1.0 to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (4 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Apr 4, 2022 D
Bridge Worksforce & Affordable Housing Fund II-A LP
File 021-440199
$0$0$30,000,000 (est.)
The General Partner will receive a management fee of 1.5% to 2.5% per annum on the original capital commitments and thereafter based on capital contributions made in respect of assets held by the Partnership. Above proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Mar 30, 2022 D
Bridge Workforce & Affordable Housing Fund II International LP
File 021-439628
$0 (est.)$0 (est.)$30,000,000 (est.)
The General Partner will receive a management fee of 1.5% to 2.5% per annum on the original capital commitments, and thereafter based on capital contributions made in respect of assets held by the Partnership. Above proceeds estimate is per annum.
None listed on this filingEDGAR ↗
Mar 3, 2022 D
Bridge Opportunity Zone Fund V LP
File 021-435678
$0 (est.)$0 (est.)$15,000,000 (est.)
The General Partner will receive a management fee of 1.25% to 2% per annum on the original capital commitments, and thereafter, 1.5% to 2% per annum of capital contributions allocable to unsold investments.
None listed on this filingEDGAR ↗
Dec 20, 2021 D
BMF V REIT LLC
File 021-425882
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145236 ↗EDGAR ↗
Dec 20, 2021 D
Bridge Logistics US Venture I REIT LLC
File 021-425891
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145236 ↗EDGAR ↗
Dec 20, 2021 D
Bridge Logistics Net Lease REIT, LLC
File 021-425895
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145236 ↗EDGAR ↗
Dec 20, 2021 D
Bridge Workforce & Affordable Housing Fund II REIT, Inc
File 021-425899
$6,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145236 ↗EDGAR ↗
May 25, 2021 D
Bridge Multifamily Fund International-A LP
File 021-400621
$0 (est.)$0 (est.)$50,000,000 (est.)
The Investment Manager will receive a management fee of 1.0 to 2.5% per annum, based on subscriber's total commitment and total capital commitments during the commitment period (4 yrs from initial close) and on capital under management thereafter.
None listed on this filingEDGAR ↗
Mar 2, 2012 D/A
Bridge Multifamily & Commercial Office Fund II LP
File 021-170539
$0 (est.)$0 (est.)$7,500,000 (est.)
The Investment Manager will receive a management fee of 2% per annum based on total Capital Commitments during the commitment period (3 yrs from initial closing) and on Capital Under Management thereafter.
N/A no CRD number reportedEDGAR ↗
Mar 2, 2012 D/A
Bridge Multifamily & Commercial Office Fund II-A LP
File 021-173363
$0 (est.)$0 (est.)$937,500 (est.)
THE INVESTMENT MANAGER WILL RECEIVE A MANAGEMENT FEE OF 2.5% PER ANNUM BASED ON TOTAL CAPTIAL COMMITMENT DURING THE COMMITMENT PERIOD (3 YRS FROM INITIAL CLOSING) AND ON CAPITAL UNDER MANAGEMENT THEREAFTER.
N/A no CRD number reported
via N/A
EDGAR ↗
May 24, 2010 D/A
REAL ESTATE OPPORTUNITY CAPITAL FUND, LP
File 021-122656
$0$0$0 (est.)
The GP will use a portion of its 2% management fee to pay staff and managers.
None listed on this filingEDGAR ↗
May 24, 2010 D
ROC International Fund LP
File 021-142475
$0$0$0
The GP will use a portion of its 2% management fee to pay staff and managers, but to date nothing has been called for or paid out from proceeds of this closing
None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 57

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

BL
Pooled Investment Fund · group: Bridge

Bridge Logistics Value Fund II LP

Sandy, UT · Mar 2, 2023 → Mar 9, 2026 · 4 filings
  • Mar 9, 2026 · D/A · $211,378,000 sold of $1,000,000,000 · 19 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2025 · D/A · $290,190,000 sold of $1,000,000,000 · 14 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2024 · D/A · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 2, 2023 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $290.2M from 19 investors (29% of the $1B target) as of the latest filing. Robert is listed as executive officer on 4 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.

BR
Pooled Investment Fund · group: Bridge

BIGi REIT OP LP

Sandy, UT · Jul 12, 2021 → Jan 28, 2026 · 7 filings
  • Jan 28, 2026 · D/A · $340,120,545 sold of Indefinite · 437 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 15, 2024 · D/A · $340,120,545 sold of Indefinite · 437 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 14, 2023 · D/A · $288,894,080 sold of Indefinite · 399 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 13, 2023 · D/A · $288,894,080 sold of Indefinite · 399 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 14, 2022 · D/A · $136,237,000 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jul 12, 2021 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jul 12, 2021 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $340.1M from 437 investors as of the latest filing. Robert is listed as executive officer on 7 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.

BI
REITS and Finance · group: Bridge

Bridge Investment Group Industrial Real Estate Income Trust

Salt Lake City, UT · Jan 23, 2024 → Jan 16, 2026 · 3 filings
  • Jan 16, 2026 · D/A · $121,067,428 sold of Indefinite · 620 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 23, 2025 · D/A · $55,005,776 sold of Indefinite · 130 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 23, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $121.1M from 620 investors as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BW
REITS and Finance · group: Bridge

Bridge Workforce & Affordable Housing Fund III REIT LLC

Sandy, UT · Dec 18, 2025
  • Dec 18, 2025 · D · $122,000 sold of $125,000 · 122 investors · min. $1,000 · role: Executive Officer (Manager) EDGAR ↗

Raised $122K from 122 investors (98% of the $125K target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily Living Fund VI International-R LP

Salt Lake City, UT · Dec 8, 2025
  • Dec 8, 2025 · D · $0 sold of $1,750,000,000 · 0 investors · min. No minimum reported · 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: 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.

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily Living Fund VI International Master LP

Salt Lake City, UT · Dec 8, 2025
  • Dec 8, 2025 · D · $0 sold of $1,750,000,000 · 0 investors · min. No minimum reported · 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: 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.

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily Living Fund VI International LP

Salt Lake City, UT · Dec 8, 2025
  • Dec 8, 2025 · D · $0 sold of $1,750,000,000 · 0 investors · min. No minimum reported · 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: 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.

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily Living Fund VI LP

Salt Lake City, UT · Dec 8, 2025
  • Dec 8, 2025 · D · $0 sold of $1,750,000,000 · 0 investors · min. No minimum reported · 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: 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.

NE
Pooled Investment Fund · group: Bridge

Newbury Equity Partners VI (Ontario) L.P.

Sandy, UT · Jun 29, 2023 → Jun 25, 2025 · 3 filings
  • Jun 25, 2025 · D/A · $55,000,000 sold of $2,500,000,000 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 25, 2024 · D/A · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 29, 2023 · D · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $55M from 1 investor (2% of the $2.5B target) as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

NE
Pooled Investment Fund · group: Bridge

Newbury Equity Partners VI (Cayman) L.P.

Sandy, UT · Jun 29, 2023 → Jun 25, 2025 · 3 filings
  • Jun 25, 2025 · D/A · $56,250,000 sold of $2,500,000,000 · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 25, 2024 · D/A · $19,750,000 sold of $2,500,000,000 · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 29, 2023 · D · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $56.3M from 21 investors (2% of the $2.5B target) as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BW
Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund III International Master LP

Salt Lake City, UT · Jun 13, 2024 → Jun 13, 2025 · 2 filings
  • Jun 13, 2025 · D/A · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 13, 2024 · D · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BW
Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund III International LP

Salt Lake City, UT · Jun 13, 2024 → Jun 13, 2025 · 2 filings
  • Jun 13, 2025 · D/A · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 13, 2024 · D · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BW
Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund III-R LP

Salt Lake City, UT · Jun 13, 2024 → Jun 12, 2025 · 2 filings
  • Jun 12, 2025 · D/A · $60,550,000 sold of $2,500,000,000 · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 13, 2024 · D · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $62.5M from 16 investors (3% of the $2.5B target) as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BW
Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund III LP

Salt Lake City, UT · Jun 13, 2024 → Jun 12, 2025 · 2 filings
  • Jun 12, 2025 · D/A · $153,650,000 sold of $2,500,000,000 · 26 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 13, 2024 · D · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $209.4M from 38 investors (8% of the $2.5B target) as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BD
Pooled Investment Fund · group: Bridge

Bridge Debt Strategies Fund V International LP

Sandy, UT · Mar 17, 2023 → Jun 12, 2025 · 3 filings
  • Jun 12, 2025 · D/A · $167,875,000 sold of $2,500,000,000 · 21 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Jun 12, 2024 · D/A · $24,275,000 sold of $2,500,000,000 · 17 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 17, 2023 · D · $0 sold of $2,500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $167.9M from 21 investors (7% of the $2.5B target) as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BD
Pooled Investment Fund · group: Bridge

Bridge Debt Strategies Fund V LP

Sandy, UT · Mar 17, 2023 → Jun 12, 2025 · 3 filings
  • Jun 12, 2025 · D/A · $62,640,000 sold of $2,500,000,000 · 31 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Jun 12, 2024 · D/A · $34,050,000 sold of $2,500,000,000 · 27 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 17, 2023 · D · $0 sold of $2,500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $62.6M from 31 investors (3% of the $2.5B target) as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BS
Pooled Investment Fund · group: Bridge

Bridge Solar Energy Development Fund International-A LP

Salt Lake City, UT · Mar 2, 2023 → Mar 6, 2025 · 3 filings
  • Mar 6, 2025 · D/A · $300,000 sold of $500,000,000 · 2 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2024 · D/A · $250,000 sold of $500,000,000 · 1 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 2, 2023 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $300K from 2 investors (0% of the $500M target) as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BS
Pooled Investment Fund · group: Bridge

Bridge Solar Energy Development Fund LP

Salt Lake City, UT · Mar 2, 2023 → Mar 6, 2025 · 3 filings
  • Mar 6, 2025 · D/A · $49,975,000 sold of $500,000,000 · 36 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2024 · D/A · $26,575,000 sold of $500,000,000 · 27 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 2, 2023 · D · $0 sold of $500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $50M from 36 investors (10% of the $500M target) as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BA
Pooled Investment Fund · group: Bridge

Bridge Agency MBS Fund International LP

Georgetown, Grand Cayman, Cayman Islands (as filed: E9) · Feb 14, 2024 → Feb 10, 2025 · 2 filings
  • Feb 10, 2025 · D/A · $425,922,816 sold of Indefinite · 125 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Feb 14, 2024 · D/A · $389,723,674 sold of Indefinite · 178 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $425.9M from 178 investors as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BA
Pooled Investment Fund · group: Bridge

Bridge Agency MBS Fund LP

Sandy, UT · Feb 14, 2024 → Feb 10, 2025 · 2 filings
  • Feb 10, 2025 · D/A · $5,125,000 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Feb 14, 2024 · D/A · $4,750,000 sold of Indefinite · 9 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $5.13M from 9 investors as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BN
Pooled Investment Fund · group: Bridge

Bridge Net Lease Industrial Income Fund International LP

Salt Lake City, UT · Jan 18, 2024 → Jan 17, 2025 · 2 filings
  • Jan 17, 2025 · D/A · $3,192,500 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 18, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.19M from 1 investor as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BO
Pooled Investment Fund · group: Bridge

Bridge Opportunity Zone Fund VII LP

Salt Lake City, UT · Jan 17, 2025
  • Jan 17, 2025 · D · $6,100,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $6.1M from 8 investors 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: 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.

BL
Pooled Investment Fund · group: Bridge

Bridge Logistics Value Fund II International-A LP

Salt Lake City, UT · Mar 2, 2023 → Jan 3, 2025 · 3 filings
  • Jan 3, 2025 · D/A · $1,000,000 sold of $1,000,000,000 · 1 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Dec 29, 2023 · D/A · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 2, 2023 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $1M from 1 investor (0% of the $1B target) as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BR
REITS and Finance · group: Bridge

BLV II REIT, LLC

Sandy, UT · Dec 19, 2024
  • Dec 19, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

BR
REITS and Finance · group: Bridge

BLV II REIT 2, LP

Sandy, UT · Dec 19, 2024
  • Dec 19, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

BV
REITS and Finance · group: Bridge

BDS V REIT LLC

Sandy, UT · Dec 19, 2024
  • Dec 19, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

BL
Pooled Investment Fund · group: Bridge

Bridge Logistics Value Fund II International-R LP

Salt Lake City, UT · Nov 25, 2024
  • Nov 25, 2024 · D · $108,000,000 sold of $1,000,000,000 · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $108M from 4 investors (11% of the $1B target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BL
Pooled Investment Fund · group: Bridge

Bridge Logistics Value Fund II International LP

Salt Lake City, UT · Nov 25, 2024
  • Nov 25, 2024 · D · $149,000,000 sold of $1,000,000,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $149M from 2 investors (15% of the $1B target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BN
Other Banking and Financial Services · group: Bridge

Bridge Net Lease Industrial Income Fund LP

Sandy, UT · Jul 9, 2021 → Jul 15, 2024 · 7 filings
  • Jul 15, 2024 · D/A · $3,702,075 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 14, 2023 · D/A · $288,894,080 sold of Indefinite · 399 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 13, 2023 · D/A · $288,894,080 sold of Indefinite · 399 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 14, 2022 · D/A · $2,700,000 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jul 12, 2021 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jul 12, 2021 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jul 9, 2021 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $288.9M from 399 investors as of the latest filing. Robert is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 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.

NE
Pooled Investment Fund · group: Bridge

Newbury Equity Partners VI L.P.

Sandy, UT · May 30, 2023 → Jun 6, 2024 · 2 filings
  • Jun 6, 2024 · D/A · $122,115,000 sold of $2,500,000,000 · 28 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 30, 2023 · D · $0 sold of $2,500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $122.1M from 28 investors (5% of the $2.5B target) as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BO
Pooled Investment Fund · group: Bridge

Bridge Opportunity Zone Fund VI LP

Sandy, UT · May 1, 2023 → Apr 29, 2024 · 2 filings
  • Apr 29, 2024 · D/A · $204,694,952 sold of $1,000,000,000 · 236 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • May 1, 2023 · D · $1,700,000 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $204.7M from 236 investors (20% of the $1B target) as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BL
REITS and Finance · group: Bridge

Bridge Logistics US Venture II REIT LLC

Sandy, UT · Dec 27, 2023
  • Dec 27, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

BS
Pooled Investment Fund · group: Bridge

Bridge Single Family Rental Fund IV International-A LP

Sandy, UT · Jul 26, 2023
  • Jul 26, 2023 · D · $125,000 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $125K (0% of the $1B target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily CV PV LP

Sandy, UT · Jul 26, 2023
  • Jul 26, 2023 · D · $0 sold of $560,000,000 · 0 investors · min. No minimum reported · 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: 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.

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily CV LP

Sandy, UT · Jul 26, 2023
  • Jul 26, 2023 · D · $0 sold of $560,000,000 · 0 investors · min. No minimum reported · 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: 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.

BI
Pooled Investment Fund · group: Bridge

Bridge Investment Group Ventures Fund LP

Sandy, UT · Jun 29, 2023
  • Jun 29, 2023 · D · $0 sold of Indefinite · 0 investors · min. $1 · 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: 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.

BL
Pooled Investment Fund · group: Bridge

Bridge Logistics US Venture II LP

Sandy, UT · May 1, 2023
  • May 1, 2023 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · 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: 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.

BS
Pooled Investment Fund · group: Bridge

Bridge Single-Family Rental Fund IV LP

Sandy, UT · Jan 31, 2022 → Jan 20, 2023 · 2 filings
  • Jan 20, 2023 · D/A · $247,105,000 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Jan 31, 2022 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $247.1M (25% of the $1B target) as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BR
REITS and Finance · group: Bridge

BSH III REIT LLC

Sandy, UT · Jan 9, 2023
  • Jan 9, 2023 · D · $125,000 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BR
REITS and Finance · group: Bridge

BSFR IV REIT LLC

Sandy, UT · Jan 9, 2023
  • Jan 9, 2023 · D · $125,000 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BS
Pooled Investment Fund · group: Bridge

Bridge Seniors Housing Fund III LP

Sandy, UT · Aug 23, 2022
  • Aug 23, 2022 · D/A · $24,250,000 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $24.3M (2% of the $1B target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BS
Pooled Investment Fund · group: Bridge

Bridge Seniors Housing Fund III International-A LP

Sandy, UT · Aug 23, 2022
  • Aug 23, 2022 · D/A · $1,750,000 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $1.75M (0% of the $1B target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily Fund V International-A LP

Sandy, UT · Jul 26, 2021 → Aug 22, 2022 · 2 filings
  • Aug 22, 2022 · D/A · $1,005,000,000 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Jul 26, 2021 · D · $0 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $1B (50% of the $2B target) as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily Fund V-A LP

Sandy, UT · May 25, 2021 → Aug 22, 2022 · 3 filings
  • Aug 22, 2022 · D/A · $1,005,000,000 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Jul 21, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • May 25, 2021 · D · $0 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $1B (50% of the $2B target) as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily Fund V LP

Sandy, UT · May 24, 2021 → Aug 22, 2022 · 4 filings
  • Aug 22, 2022 · D/A · $1,005,000,000 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Jul 21, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • May 25, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • May 24, 2021 · D · $0 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $1B (50% of the $2B target) as of the latest filing. Robert is listed as executive officer on 4 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.

BW
Pooled Investment Fund · group: Bridge

Bridge Worksforce & Affordable Housing Fund II-A LP

Sandy, UT · Apr 4, 2022
  • Apr 4, 2022 · D · $1,200,000 sold of $1,500,000,000 · 4 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $1.2M from 4 investors (0% of the $1.5B target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BW
Pooled Investment Fund · group: Bridge

Bridge Workforce & Affordable Housing Fund II International LP

Sandy, UT · Mar 30, 2022
  • Mar 30, 2022 · D · $13,500,000 sold of $1,500,000,000 · 1 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $13.5M from 1 investor (1% of the $1.5B target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BO
Pooled Investment Fund · group: Bridge

Bridge Opportunity Zone Fund V LP

Sandy, UT · Mar 3, 2022
  • Mar 3, 2022 · D · $0 sold of $1,000,000,000 · 0 investors · min. $1,000,000 · 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: 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.

BW
REITS and Finance · group: Bridge

Bridge Workforce & Affordable Housing Fund II REIT, Inc

Sandy, UT · Dec 20, 2021
  • Dec 20, 2021 · D · $125,000 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BL
REITS and Finance · group: Bridge

Bridge Logistics Net Lease REIT, LLC

Sandy, UT · Dec 20, 2021
  • Dec 20, 2021 · D · $125,000 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BL
REITS and Finance · group: Bridge

Bridge Logistics US Venture I REIT LLC

Sandy, UT · Dec 20, 2021
  • Dec 20, 2021 · D · $125,000 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BV
REITS and Finance · group: Bridge

BMF V REIT LLC

Sandy, UT · Dec 20, 2021
  • Dec 20, 2021 · D · $125,000 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily Fund International-A LP

Sandy, UT · May 25, 2021
  • May 25, 2021 · D · $0 sold of $2,000,000,000 · 0 investors · min. $1,000,000 · 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.

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund II-A LP

Salt Lake City, UT · Feb 13, 2012 → Mar 2, 2012 · 2 filings
  • Mar 2, 2012 · D/A · $0 sold of $375,000,000 · 0 investors · min. $250,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗
  • Feb 13, 2012 · D · $0 sold of $375,000,000 · 0 investors · min. $250,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗

Raised $6.82M from 32 investors (2% of the $375M 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.

BM
Pooled Investment Fund · group: Bridge

Bridge Multifamily & Commercial Office Fund II LP

Salt Lake City, UT · Dec 22, 2011 → Mar 2, 2012 · 2 filings
  • Mar 2, 2012 · D/A · $0 sold of $375,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer, Director (A MANAGER OF THE ISSUER'S GENERAL PARTNER) EDGAR ↗
  • Dec 22, 2011 · D · $0 sold of $375,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer, Director (CHAIRMAN OF THE ISSUER'S INVESTMENT MANAGER) EDGAR ↗

Raised $595.5M from 342 investors (100% of the $375M 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.

RE
Pooled Investment Fund

REAL ESTATE OPPORTUNITY CAPITAL FUND, LP

Murray, UT · May 24, 2010
  • May 24, 2010 · D/A · $41,690,946 sold of $500,000,000 · 36 investors · min. $100,000 · role: Executive Officer (Manager of the GP of the Issuer.) EDGAR ↗

Raised $124.2M from 82 investors (25% of the $500M 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.

RI
Pooled Investment Fund · group: Bridge

ROC International Fund LP

Murray, UT · May 24, 2010
  • May 24, 2010 · D · $5,000,000 sold of $500,000,000 · 6 investors · min. $250,000 · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗

Raised $5M from 6 investors (1% of the $500M 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 (3)

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

  • Robert L. Morse Jr. — TX, CA, AZ, MO, 10 issuers, Jul 1, 2014 → Dec 8, 2025 · no shared issuer
  • Robert Morse — TX, 2 issuers, Nov 8, 2019 → Apr 13, 2026 · no shared issuer
  • Robert Morse — NV, 1 issuer, Apr 16, 2010 → Apr 4, 2011 · no shared issuer

People around Robert 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

BL
Management entity

Bridge Logistics Value Fund II GP LLC

Promoter, Executive Officer · 11 shared filings (6 issuers)

Bridge Logistics Value Fund II GP LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

BM
Management entity

Bridge Multifamily Fund V GP LLC

Promoter · 10 shared filings (5 issuers)

Bridge Multifamily Fund V GP LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

BN
Management entity

Bridge Net Lease Income Fund GP LLC

Promoter, Executive Officer · 10 shared filings (3 issuers)

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

RB
Management entity

ROC BRIDGE GP II, LLC

Promoter · 4 shared filings (2 issuers)

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

BA
Management entity

Bridge Agency MBS Fund GP

Promoter · 4 shared filings (2 issuers)

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

PF
Management entity

Pacific Finance Holdings, LLC

Promoter · 2 shared filings (2 issuers)

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

BM
Management entity

Bridge Multifamily CV GP LLC

Promoter · 2 shared filings (2 issuers)

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

BM
Management entity

Bridge Multifamily Fund I GP

Promoter · 1 shared filing (1 issuer)

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

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

Jonathan Slager

Executive Officer · 89 shared filings (49 issuers) · also on 7 other issuers

Jonathan Slager is on 56 issuers in total — a repeat sponsor. Their page lists every one.

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

Dean Allara

Executive Officer, Director · 74 shared filings (40 issuers) · also on 1 other issuer

Dean Allara is on 41 issuers in total — a repeat sponsor. Their page lists every one.

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

Adam O'Farrell

Executive Officer · 49 shared filings (26 issuers)

Adam O'Farrell is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Matt Tucker

Executive Officer, Director · 21 shared filings (6 issuers)

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

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

Brandon Flickinger

Executive Officer · 21 shared filings (6 issuers)

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

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

Matthew DeGraw

Executive Officer · 20 shared filings (15 issuers)

Matthew DeGraw is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

John Ward

Executive Officer · 20 shared filings (5 issuers)

John Ward is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Mike Sodo

Executive Officer, Director · 19 shared filings (6 issuers)

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

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

Colin Apple

Executive Officer · 17 shared filings (11 issuers)

Colin Apple is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Inna Khidekel

Executive Officer · 17 shared filings (9 issuers)

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

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

James Freeman

Executive Officer · 14 shared filings (3 issuers)

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

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

Rachel Diller

Executive Officer · 13 shared filings (9 issuers) · also on 4 other issuers

Rachel Diller is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Gagne

Executive Officer · 13 shared filings (8 issuers)

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

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

Jay Cornforth

Executive Officer · 13 shared filings (8 issuers)

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

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

James Chung

Executive Officer · 11 shared filings (5 issuers) · also on 6 other issuers

James Chung is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Tim Reardon

Executive Officer · 11 shared filings (5 issuers)

Tim Reardon is on 5 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

Jeehae Lee

Executive Officer · 11 shared filings (5 issuers) · also on 4 other issuers

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

The team behind the deals

B
Sponsor group

Bridge

86 issuers · 179 filings · $12.65B reported sold · 2009–2026

One team, 86 deal companies. Robert Morse is listed on 53 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 Morse.

B
Sponsor group

Bridge

55 issuers · 95 filings · $1.43B reported sold · 2010–2020

One team, 55 deal companies. Robert Morse is listed on 3 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 Morse.

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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 57 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 Morse 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 57 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert Morse is listed on: none on file. No website or social profile named in Bridge Agency MBS Fund International LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #78,068 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Georgetown, Grand Cayman, E9). 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) ↗Utah state courts — find the court ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

Utah Secretary of State business search ↗New York Secretary of State business search ↗OpenCorporates ↗

Change history

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