Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:33 AM ET

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ROBERT PERRY

Named as an officer, director or promoter on SEC Form D filings · CA · Feb 5, 2018 → Sep 22, 2020

4deals (issuers)

$1.21Breported sold

144investors

5Form D filings

2018–2020years on file

Follow this person Look further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:41 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

ROBERT PERRY is listed as an executive officer and director on 5 SEC Form D filings by 4 issuers between Feb 2018 and Sep 2020: CBRE Strategic Partners U.S. Value 9, LP (Los Angeles, CA — pooled investment fund — 2019–2020; $1.11B reported sold to 16 investors), CBRE Strategic Partners 9 Tiger, LP (Los Angeles, CA — pooled investment fund — 2020; $100.5M reported sold to 2 investors), CBRE Venture Debt REIT, LLC (Los Angeles, CA — reits and finance — 2018; $63K reported sold to 125 investors) and CBRE Strategic Partners U.S. Value 9 Holdings, LLC (Los Angeles, CA — reits and finance — 2020; $55K reported sold to 1 investors).

What this means A repeat sponsor — 4 separate companies raised money with this person listed as executive officer and director, over about 2 years. Across those companies the filings report $1.21B sold in total.

Listed alongside JOHN GILB (5 shared filings), DIANN HSUEH (4 shared filings), MARK ZIKAKIS (4 shared filings), MING LEE (4 shared filings), ROBERT JUE (3 shared filings) and 8 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.

All 4 issuers belong to the sponsor group Cbre (15 issuers, $4.39B reported sold, 2011–2024).

What this means A sponsor group is one team that sets up a new company for each deal. Cbre has 15 companies on file and $4.39B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 2 court cases matching the name, 3 SEC releases, 16 bankruptcy cases matching the name listed in Key records below.

What this means 21 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 5 public filings for ROBERT PERRY and found 9 differences, 3 worth asking the sponsor about: Regulator action: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller (Jan 15, 2009); Regulator action: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller (Aug 8, 2007); 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 PERRY has not run yet — it is joining a line of 23,880 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

2 cases: 2 closed (disposition not in docket feed)

Zions Bancorporation, N.A. v. Robert Perry closed

District Court, C.D. California · No. 2:23-cv-07825 · Filed Sep 19, 2023 · Closed Sep 20, 2023

Role of Robert Perry: Defendant · Outcome: Terminated 2023-09-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Zions Bancorporation, N.A. v. Robert Perry closed

District Court, C.D. California · No. 5:23-cv-01926 · Filed Sep 19, 2023 · Closed Nov 7, 2023

Role of Robert Perry: Defendant · Outcome: Terminated 2023-11-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

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, 2:41 AM ET.

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

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

2. Regulatory actions

3 SEC releases

Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller Litigation release

SEC · Jan 15, 2009 · Parties as named in the release: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller Read the release ↗

same full name in the release title; 4 people with this name in Form D filings; the person's filing state is named in the release

Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller Litigation release

SEC · Aug 8, 2007 · Parties as named in the release: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller Read the release ↗

same full name in the release title; 4 people with this name in Form D filings; the person's filing state is named in the release

Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller Litigation release

SEC · Oct 25, 2004 · Parties as named in the release: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller Read the release ↗

same full name in the release title; 4 people with this name in Form D filings; the person's filing state is named in the release

What was searched

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

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

16 cases: 16 closed (disposition not in docket feed)

Robert J. Perry and Jennifer R. Perry closed

United States Bankruptcy Court, S.D. California · No. 18-06815 · Filed Nov 14, 2018 · Closed May 24, 2021

Role of Robert J. Perry and Jennifer R. Perry: Debtor · Outcome: Case closed 2021-05-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert L. Perry closed

United States Bankruptcy Court, N.D. California · No. 13-55914 · Filed Nov 8, 2013 · Closed Feb 20, 2014

Role of Robert L. Perry: Debtor · Outcome: Case closed 2014-02-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert J. Perry and Victoria R. Perry closed

United States Bankruptcy Court, N.D. California · No. 12-47954 · Filed Sep 27, 2012 · Closed Dec 27, 2012

Role of Robert J. Perry and Victoria R. Perry: Debtor · Outcome: Case closed 2012-12-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Christina Perry and Robert J Perry closed

United States Bankruptcy Court, C.D. California · No. 2:11-bk-49220 · Filed Sep 15, 2011 · Closed Apr 3, 2013

Role of Robert J Perry: Debtor · Outcome: Case closed 2013-04-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert A Perry, II and Maribel Perry closed

United States Bankruptcy Court, S.D. California · No. 11-04356 · Filed Mar 18, 2011 · Closed Jun 24, 2011

Role of Robert A Perry, II: Debtor · Outcome: Case closed 2011-06-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert Perry closed

United States Bankruptcy Court, C.D. California · No. 9:10-bk-11440 · Filed Mar 26, 2010 · Closed Jun 4, 2010

Role of Robert Perry: Debtor · Outcome: Case closed 2010-06-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert Perry closed

United States Bankruptcy Court, C.D. California · No. 9:09-bk-15244 · Filed Dec 14, 2009 · Closed Mar 11, 2010

Role of Robert Perry: Debtor · Outcome: Case closed 2010-03-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert Perry closed

United States Bankruptcy Court, C.D. California · No. 9:09-bk-11685 · Filed May 7, 2009 · Closed Oct 23, 2009

Role of Robert Perry: Debtor · Outcome: Case closed 2009-10-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert Perry closed

United States Bankruptcy Court, C.D. California · No. 9:09-bk-10731 · Filed Mar 5, 2009 · Closed Apr 6, 2009

Role of Robert Perry: Debtor · Outcome: Case closed 2009-04-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert Perry and Mary Perry closed

United States Bankruptcy Court, C.D. California · No. 8:08-bk-18543 · Filed Dec 24, 2008 · Closed Jun 10, 2009

Role of Robert Perry and Mary Perry: Debtor · Outcome: Case closed 2009-06-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert J Perry closed

United States Bankruptcy Court, C.D. California · No. 2:05-bk-41225 · Filed Oct 14, 2005 · Closed Feb 1, 2006

Role of Robert J Perry: Debtor · Outcome: Case closed 2006-02-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert C Perry closed

United States Bankruptcy Court, C.D. California · No. 2:05-bk-14643 · Filed Mar 9, 2005 · Closed Jul 8, 2005

Role of Robert C Perry: Debtor · Outcome: Case closed 2005-07-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert L. Perry and Dawn C. Perry closed

United States Bankruptcy Court, E.D. California · No. 04-15796 · Filed Jul 6, 2004 · Closed Oct 22, 2004

Role of Robert L. Perry and Dawn C. Perry: Debtor · Outcome: Case closed 2004-10-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert Perry and Pamela Harris-Perry closed

United States Bankruptcy Court, C.D. California · No. 9:04-bk-10726 · Filed Mar 18, 2004 · Closed Jul 9, 2004

Role of Robert Perry and Pamela Harris-Perry: Debtor · Outcome: Case closed 2004-07-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert J Perry and Debra C Perry closed

United States Bankruptcy Court, C.D. California · No. 9:03-bk-12791 · Filed Oct 9, 2003 · Closed Jun 3, 2004

Role of Robert J Perry and Debra C Perry: Debtor · Outcome: Case closed 2004-06-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

Robert Perry closed

United States Bankruptcy Court, C.D. California · No. 1:99-bk-23564 · Filed Nov 23, 1999 · Closed Mar 15, 2000

Role of Robert Perry: Debtor · Outcome: Case closed 2000-03-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 699 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)

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, 2:41 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.

4. Differences between public sources

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

9 differences found between the filings for ROBERT PERRY — 3 worth asking about (compared 5 filings on Oct 24, 2026)

Worth asking · Jan 15, 2009

Regulator action: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller (Jan 15, 2009)

An SEC litigation release dated Jan 15, 2009 names ROBERT PERRY. Our match estimate: 44%. The release is the source; we do not summarize its outcome here.

What this means A regulator filed or announced an action naming this person or company (or someone on the same filings). Read the release; ask the sponsor what it was and how it ended.

Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller ↗

Sources

Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller ↗ (Jan 15, 2009)

Worth asking · Aug 8, 2007

Regulator action: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller (Aug 8, 2007)

An SEC litigation release dated Aug 8, 2007 names ROBERT PERRY. Our match estimate: 44%. The release is the source; we do not summarize its outcome here.

What this means A regulator filed or announced an action naming this person or company (or someone on the same filings). Read the release; ask the sponsor what it was and how it ended.

Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller ↗

Sources

Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller ↗ (Aug 8, 2007)

Worth asking · Oct 25, 2004

Regulator action: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller (Oct 25, 2004)

An SEC litigation release dated Oct 25, 2004 names ROBERT PERRY. Our match estimate: 44%. The release is the source; we do not summarize its outcome here.

What this means A regulator filed or announced an action naming this person or company (or someone on the same filings). Read the release; ask the sponsor what it was and how it ended.

Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller ↗

Sources

Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller ↗ (Oct 25, 2004)

Note · Mar 14, 2017 – Jul 3, 2017

Bankruptcy case: Maddocks v. Cal Coastal Rural Development Corporation — filed Mar 14, 2017

United States Bankruptcy Court, E.D. California docket "Maddocks v. Cal Coastal Rural Development Corporation" filed Mar 14, 2017, closed Jul 3, 2017. VANCE MADDOCKS (listed on the same filings) is listed as Plaintiff ("Maddocks"). Our match estimate: 68%.

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, E.D. California ↗VANCE MADDOCKS — PartnerFacts page ↗

Sources

Note · Sep 10, 2019 – Sep 22, 2020

No amendment in the last 12 months on an offering that may still be open — CBRE Strategic Partners U.S. Value 9, LP (latest filing Sep 22, 2020)

The latest filing for this offering is dated Sep 22, 2020 (first sale Sep 10, 2019). It reports $1,112,637,500 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Sep 22, 2020 ↗CBRE Strategic Partners U.S. Value 9, LP — PartnerFacts page ↗

Sources

Form D/A · Sep 22, 2020 ↗ (Sep 22, 2020)
CBRE Strategic Partners U.S. Value 9, LP — PartnerFacts page ↗ (Sep 22, 2020)

Note · Apr 22, 2020 – May 6, 2020

No amendment in the last 12 months on an offering that may still be open — CBRE Strategic Partners 9 Tiger, LP (latest filing May 6, 2020)

The latest filing for this offering is dated May 6, 2020 (first sale Apr 22, 2020). It reports $100,500,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

Form D · May 6, 2020 ↗CBRE Strategic Partners 9 Tiger, LP — PartnerFacts page ↗

Sources

Form D · May 6, 2020 ↗ (May 6, 2020)
CBRE Strategic Partners 9 Tiger, LP — PartnerFacts page ↗ (May 6, 2020)

Note · Sep 30, 2010 – Feb 27, 2026

Same name, different state: "ROBERT PERRY" (NY) is a separate record

This page covers filings where the address state is CA. A separate record, "ROBERT PERRY" with address state NY, is listed on 11 filings — most recently by CBRE U.S. Logistics Partners, LP (Feb 27, 2026). Both records have filings in the same period (Feb 5, 2018 to Sep 22, 2020).

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 PERRY (NY) — PartnerFacts page ↗Form D/A · Feb 27, 2026 ↗CBRE U.S. Logistics Partners, LP — PartnerFacts page ↗ROBERT PERRY (CA) — this page ↗

Sources

ROBERT PERRY (NY) — PartnerFacts page ↗ (Feb 27, 2026)
Form D/A · Feb 27, 2026 ↗ (Feb 27, 2026)
CBRE U.S. Logistics Partners, LP — PartnerFacts page ↗ (Feb 27, 2026)
ROBERT PERRY (CA) — this page ↗ (Sep 22, 2020)

Note · Sep 18, 2019 – Dec 9, 2020

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

This page covers filings where the address state is CA. A separate record, "Robert Perry" with address state TX, is listed on 2 filings — most recently by Hicor Technologies, Inc. (Dec 9, 2020). Both records have filings in the same period (Sep 18, 2019 to Sep 22, 2020).

Robert Perry (TX) — PartnerFacts page ↗Form D · Dec 9, 2020 ↗Hicor Technologies, Inc. — PartnerFacts page ↗ROBERT PERRY (CA) — this page ↗

Sources

Robert Perry (TX) — PartnerFacts page ↗ (Dec 9, 2020)
Form D · Dec 9, 2020 ↗ (Dec 9, 2020)
Hicor Technologies, Inc. — PartnerFacts page ↗ (Dec 9, 2020)
ROBERT PERRY (CA) — this page ↗ (Sep 22, 2020)

Note · Jun 7, 2010 – Dec 1, 2010

Same name, different state: "ROBERT PERRY" (A1) is a separate record

This page covers filings where the address state is CA. A separate record, "ROBERT PERRY" with address state A1, is listed on 2 filings — most recently by NEVGOLD RESOURCE CORP (Dec 1, 2010). The two records do not overlap in time: this page runs Feb 5, 2018 to Sep 22, 2020; the other runs Jun 7, 2010 to Dec 1, 2010.

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

ROBERT PERRY (A1) — PartnerFacts page ↗Form D · Dec 1, 2010 ↗NEVGOLD RESOURCE CORP — PartnerFacts page ↗ROBERT PERRY (CA) — this page ↗

Sources

ROBERT PERRY (A1) — PartnerFacts page ↗ (Dec 1, 2010)
Form D · Dec 1, 2010 ↗ (Dec 1, 2010)
NEVGOLD RESOURCE CORP — PartnerFacts page ↗ (Dec 1, 2010)
ROBERT PERRY (CA) — this page ↗ (Sep 22, 2020)

What is compared

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

5. Money to insiders

1 of 4 offerings reports sales commissions totalling $3,125; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)	Sales commissions	Finder's fees	To insiders	Paid to sell it	Source
Sep 22, 2020 D/A CBRE Strategic Partners U.S. Value 9, LP File 021-349479	$0	$0	$0	None listed on this filing	EDGAR ↗
May 6, 2020 D CBRE Strategic Partners 9 Tiger, LP File 021-366424	$0	$0	$0	None listed on this filing	EDGAR ↗
Feb 12, 2020 D CBRE Strategic Partners U.S. Value 9 Holdings, LLC File 021-360392	$0	$0	$0	None listed on this filing	EDGAR ↗
Feb 5, 2018 D CBRE Venture Debt REIT, LLC File 021-304778	$3,125	$0	$0	Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗)	EDGAR ↗

How this is counted

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

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

Deals 4

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

Pooled Investment Fund · group: Cbre

CBRE Strategic Partners U.S. Value 9, LP

Los Angeles, CA · Sep 24, 2019 → Sep 22, 2020 · 2 filings

Sep 22, 2020 · D/A · $1,112,637,500 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Sep 24, 2019 · D · $524,887,500 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.11B from 16 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.

Pooled Investment Fund · group: Cbre

CBRE Strategic Partners 9 Tiger, LP

Los Angeles, CA · May 6, 2020

May 6, 2020 · D · $100,500,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $100.5M from 2 investors as of the latest filing. Robert is listed as executive officer.

Latest filing on EDGAR ↗

Sources

REITS and Finance · group: Cbre

CBRE Strategic Partners U.S. Value 9 Holdings, LLC

Los Angeles, CA · Feb 12, 2020

Feb 12, 2020 · D · $55,000 sold of $55,000 · 1 investors · min. $500 · role: Executive Officer, Director EDGAR ↗

Raised $55K from 1 investor (100% of the $55K target) as of the latest filing. Robert is listed as executive officer, director.

Latest filing on EDGAR ↗

Sources

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

REITS and Finance · group: Cbre

CBRE Venture Debt REIT, LLC

Los Angeles, CA · Feb 5, 2018

Feb 5, 2018 · D · $62,500 sold of $62,500 · 125 investors · min. $500 · role: Executive Officer, Director EDGAR ↗

Raised $63K from 125 investors (100% of the $63K target) as of the latest filing. Robert is listed as executive officer, director.

Latest filing on EDGAR ↗

Sources

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

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 PERRY — NY, 3 issuers, Sep 30, 2010 → Feb 27, 2026 · no shared issuer
ROBERT PERRY — British Columbia, Canada (as filed: A1), 2 issuers, Jun 7, 2010 → Dec 1, 2010 · no shared issuer
Robert Perry — TX, 1 issuer, Sep 18, 2019 → Dec 9, 2020 · no shared issuer

People around Robert 13

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

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

Person

JOHN GILB

Director, Executive Officer · 5 shared filings (4 issuers) · also on 6 other issuers

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

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

Person

MARK ZIKAKIS

Executive Officer · 4 shared filings (3 issuers) · also on 4 other issuers

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

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

Person

MING LEE

Executive Officer · 4 shared filings (3 issuers) · also on 4 other issuers

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

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

Person

DIANN HSUEH

Executive Officer, Director · 4 shared filings (3 issuers)

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

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

Person

ROBERT JUE

Executive Officer · 3 shared filings (3 issuers) · also on 4 other issuers

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

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

Person

VANCE MADDOCKS

Director · 2 shared filings (2 issuers) · also on 11 other issuers

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

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

Person

JEROME NICHOLS

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

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

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

Person

TY GERSCHICK

Executive Officer · 1 shared filing (1 issuer)

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

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

Person

STEVE GULLO

Executive Officer · 1 shared filing (1 issuer)

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

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

Person

GARDNER ELLNER

Executive Officer · 1 shared filing (1 issuer)

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

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

Person

GARY JAYE

Executive Officer · 1 shared filing (1 issuer)

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

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

Person

JANE HUFNAGEL

Executive Officer · 1 shared filing (1 issuer)

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

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

Person

MAURA BILAFER

Executive Officer · 1 shared filing (1 issuer)

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

The team behind the deals

Sponsor group

Cbre

15 issuers · 18 filings · $4.39B reported sold · 2011–2024

SG SREI GP-1, LP Pooled Investment Fund · 2024
CS CBRE Strategic Partners U.S. Value 9, LP Pooled Investment Fund · $1.11B sold · 2019 · listed
CS CBRE Strategic Partners 9 Tiger, LP Pooled Investment Fund · $100.5M sold · 2020 · listed
CS CBRE Strategic Partners U.S. Value 9 Holdings, LLC REITS and Finance · $55K sold · 2020 · listed
UM USDP5 MCMILLAN CO-INVESTMENT, LP Pooled Investment Fund · $175.5M sold · 2018
CU CBRE U.S. Development Partners 5, LP Pooled Investment Fund · $200M sold · 2018
CV CBRE Venture Debt REIT, LLC REITS and Finance · $63K sold · 2018 · listed
CS CBRE Strategic Partners U.S. Value 8, LP Pooled Investment Fund · $1.07B sold · 2016
CW CBRE Wood Partners Development 4, LP Pooled Investment Fund · $204M sold · 2015
CS CBRE Strategic Partners U.S. Value 7 Holdings, LLC REITS and Finance · $55K sold · 2015
CS CBRE Strategic Partners U.S. Value 7, LP Pooled Investment Fund · $943.5M sold · 2014
CW CBRE WOOD PARTNERS DEVELOPMENT FUND 3, LP Pooled Investment Fund · $105.6M sold · 2012
CS CBRE Strategic Partners U.S. Value 6, L.P. Pooled Investment Fund · $275.4M sold · 2011
SW SP5 WOOD PARTNERS CO-INVESTMENT VENTURE 2, L.P. Pooled Investment Fund · $50M sold · 2011
SW SP5 WOOD PARTNERS DEVELOPMENT, L.P. Pooled Investment Fund · $156.3M sold · 2011

One team, 15 deal companies. Robert Perry is listed on 4 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name ROBERT PERRY.

Same business address

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

TCW Steel City Senior Lending Cayman Feeder LP Los Angeles, CA · 2026
TCW EM Opportunistic Credit Total Return Fund, L.P. Los Angeles, CA · 2016
TCW Securitized Opportunities (Cayman), L.P. Los Angeles, CA · 2011
TCW CORPORATE BOND L P Los Angeles, CA · 2009
TCW Securitized Opportunities, L.P. Los Angeles, CA · 2011
TCW Sepulveda Long/Short Equity Fund I LP Los Angeles, CA · 2013
TCW Emerging Markets Income Focus Fund, L.P. Los Angeles, CA · 2016
TCW Sepulveda Long/Short Equity Fund II LP Los Angeles, CA · 2017
TCW EM Local Currency Absolute Return Fund, L.P. Los Angeles, CA · 2017
TCW Sepulveda Focused Value Fund, L.P. Los Angeles, CA · 2019
TCW Steel City Rated Note Feeder LP Los Angeles, CA · 2025
HSI TH-P I LLC Los Angeles, CA · 2024
TCW PPF Private Credit LP Los Angeles, CA · 2026
Cypress Partners L.P. Los Angeles, CA · 2015
TCW Direct Lending VIII LLC Los Angeles, CA · 2022
TCW TRANSFORM SYSTEMS PRIVATE FUND, L.P. Los Angeles, CA · 2026
TCW SPECIALTY LENDING LLC Los Angeles, CA · 2026
HSI Fund II Warehouse LLC Los Angeles, CA · 2026
Foothill Road, LP Los Angeles, CA · 2015
TCW MARINA SL LLC Los Angeles, CA · 2026
HSI M42 SPV LP Los Angeles, CA · 2025
Helena Special Investments Fund II LP Los Angeles, CA · 2025
Somera Road, LLC Los Angeles, CA · 2025
HSI Phaidra III LLC Los Angeles, CA · 2025
Isadora Lane Partners, LLC Los Angeles, CA · 2025
HSI CFS-TH I LLC Los Angeles, CA · 2025
HSI CFS II LLC Los Angeles, CA · 2025
TCW Spirit Direct Lending LLC Los Angeles, CA · 2024
TCW Rescue Financing Fund II Notes LP Los Angeles, CA · 2024
HSI Phaidra II LLC Los Angeles, CA · 2023
HSI MAPS PBC I LLC Los Angeles, CA · 2023
HSI Fund I F&F LP Los Angeles, CA · 2021
Helena Special Investments Fund I LP Los Angeles, CA · 2021
HSI Twin Health II LLC Los Angeles, CA · 2022
HSI Phaidra I LLC Los Angeles, CA · 2022
HSI CFS I LLC Los Angeles, CA · 2022
HSI Fund I GS LP Los Angeles, CA · 2022
HSI AETHER SPV I LLC Los Angeles, CA · 2022
DRM US Core REIT LLC Los Angeles, CA · 2019
DREAM US Core Fund 2, L.P. Los Angeles, CA · 2019
CBRE U.S. Credit Partners REIT Holdings, LLC Los Angeles, CA · 2021
USDP5 MCMILLAN CO-INVESTMENT, LP Los Angeles, CA · 2018
US VGV REIT Holdings, LLC Los Angeles, CA · 2018
CBRE GIP Senior Housing REIT, LLC Los Angeles, CA · 2018
CBRE GIP Medical Office REIT, LLC Los Angeles, CA · 2018
Bavaria U.S. REIT Holdings, LLC Los Angeles, CA · 2018
KDF REIT Investments, LLC Los Angeles, CA · 2017
CBRE GIP West Coast Retail Holdings REIT, LLC Los Angeles, CA · 2016
CBRE Wood Partners Development 4, LP Los Angeles, CA · 2015
CBRE Strategic Partners U.S. Value 7 Holdings, LLC Los Angeles, CA · 2015

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

Registrations and other filings

Adviser registration (Form ADV)

None of the 4 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 PERRY 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 4 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert Perry is listed on: none on file. No website or social profile named in CBRE Strategic Partners U.S. Value 9, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #208,856 of 374,652 in line (1,195 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 (Los Angeles, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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ROBERT PERRY

The short version

What the community is saying

Key records

1. Lawsuits

2. Regulatory actions

3. Bankruptcies

4. Differences between public sources

Regulator action: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller (Jan 15, 2009)

Regulator action: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller (Aug 8, 2007)

Regulator action: Platforms Wireless International Corp., William C. Martin, Charles B. Nelson, Robert D. Perry, Francois M. Draper, and Victor L. Ziller (Oct 25, 2004)

Bankruptcy case: Maddocks v. Cal Coastal Rural Development Corporation — filed Mar 14, 2017

No amendment in the last 12 months on an offering that may still be open — CBRE Strategic Partners U.S. Value 9, LP (latest filing Sep 22, 2020)

No amendment in the last 12 months on an offering that may still be open — CBRE Strategic Partners 9 Tiger, LP (latest filing May 6, 2020)

Same name, different state: "ROBERT PERRY" (NY) is a separate record

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

Same name, different state: "ROBERT PERRY" (A1) is a separate record

5. Money to insiders

Deals 4

People around Robert 13

The team behind the deals

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

Registrations and other filings

Adviser registration (Form ADV)

Other offering types (Regulation A and Regulation Crowdfunding)

Public profiles and social

Look further

Social and web

Courts

Securities regulators

Business registries

Change history

Request a correction

Add a response

Monitor this person