PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:30 AM ET

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Robert B. Hellman, Jr.

Named as an officer, director or promoter on SEC Form D filings · CA, MD, TX · Nov 17, 2009 → Mar 28, 2025

25deals (issuers)
$2.7Breported sold
2,924investors
45Form D filings
2009–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:20 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert B. Hellman, Jr. is listed as an executive officer, director, and promoter on 45 SEC Form D filings by 25 issuers between Nov 2009 and Mar 2025. Largest by amount reported sold: New American Bridges Fund, L.P. (Foster City, CA — pooled investment fund — 2016–2017; $973M reported sold to 21 investors), American Infrastructure MLP Fund II, L.P. (Foster City, CA — pooled investment fund — 2012–2013; $630.7M reported sold to 287 investors), AIM Ag Infra LP (Foster City, CA — pooled investment fund — 2016; $114.6M reported sold to 168 investors), American Infrastructure MLP Founders Fund II, L.P. (Foster City, CA — pooled investment fund — 2012–2013; $113.1M reported sold to 233 investors), AIM Marinas LP (Foster City, CA — pooled investment fund — 2016; $85.4M reported sold to 169 investors) and 20 more (all listed below).

What this means That is a lot of deals — 25 separate companies raised money with this person listed as executive officer, director, and promoter, over about 16 years. Across those companies the filings report $2.7B sold in total.

Listed alongside Matthew P. Carbone (22 shared filings), Barclay Booth (14 shared filings), Ryan Michael Barnes (14 shared filings), Travis E Booth (14 shared filings), AIM Universal Holdings, LLC (13 shared filings, management entity) and 34 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.

21 of the issuers belong to the sponsor group Aim (40 issuers, $2.39B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Aim has 40 companies on file and $2.39B 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) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 45 public filings for Robert B. Hellman, Jr. and found 11 differences, 2 worth asking the sponsor about: 4 paid sellers are listed without a CRD number; 22 Form Ds were filed more than 15 days after the first sale; 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 B. Hellman, Jr. has not run yet — it is #6,480 of 22,872 in line; 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

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, 2:20 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: VA (crawled Oct 23, 2026)

What was searched

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

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

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

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:20 AM ET.

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

4. Differences between public sources

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

11 differences found between the filings for Robert B. Hellman, Jr. — 2 worth asking about (compared 45 filings on Oct 24, 2026)

Note · Feb 1, 2006 – Apr 3, 2008

Bankruptcy case: Official Committee of Unsecured Creditors of the E v. Denbeste Transportation — filed Feb 1, 2006

United States Bankruptcy Court, N.D. California docket "Official Committee of Unsecured Creditors of the E v. Denbeste Transportation" filed Feb 1, 2006, closed Apr 3, 2008. William Denbeste (listed on the same filings) is listed as Defendant ("Denbeste Transportation"). 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. California ↗William Denbeste — PartnerFacts page ↗
Sources
Note · Nov 18, 2010 – Dec 9, 2013

Robert B. Hellman, Jr. appears on 2 deals that stopped filing before reaching their target

American Infrastructure MLP Founders Fund II, L.P. (last filing Dec 9, 2013; $113,115,000 sold of $250,000,000); AIM Midstream Holdings, LLC (last filing Nov 18, 2010; $7,000,000 sold of $100,000,000). 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.

American Infrastructure MLP Founders Fund II, L.P. — PartnerFacts page ↗AIM Midstream Holdings, LLC — PartnerFacts page ↗
Sources
Worth asking · Jun 17, 2010 – Nov 2, 2017

4 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Greenstone Advisors — New American Bridges Fund, L.P. · Paid seller listed without a CRD number: Stifel, Nicolaus & Company, Inc. — American Infrastructure MLP Founders Fund II, L.P. · Paid seller listed without a CRD number: Bruno Fortier — AMERICAN INFRASTRUCTURE MLP ASSOCIATES FUND, L.P. · Paid seller listed without a CRD number: Scott Smith — AMERICAN INFRASTRUCTURE MLP ASSOCIATES FUND, L.P.

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Nov 2, 2017 ↗BrokerCheck search: Greenstone Advisors ↗New American Bridges Fund, L.P. — PartnerFacts page ↗Form D/A · Dec 9, 2013 ↗
Sources
Worth asking · Aug 15, 2007 – Mar 31, 2022

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

Form D filed 274 days after the first sale — American Postal Infrastructure Partner Up Fund, LP · Form D filed 343 days after the first sale — AIM Inspire America Fund, L.P. · Form D filed 97 days after the first sale — AIM Education, L.P. · Form D filed 322 days after the first sale — AIM Ag Infra LP · Form D filed 724 days after the first sale — AIM Fuel2, L.P. · and 17 more

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

Form D · Mar 31, 2022 ↗American Postal Infrastructure Partner Up Fund, LP — PartnerFacts page ↗Form D · Dec 15, 2016 ↗AIM Inspire America Fund, L.P. — PartnerFacts page ↗
Sources
Note · Nov 10, 2014 – Mar 28, 2025

4 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 — American Postal Infrastructure Partner Up Fund, LP (latest filing Mar 28, 2025) · No amendment in the last 12 months on an offering that may still be open — New American Bridges Fund, L.P. (latest filing Nov 2, 2017) · No amendment in the last 12 months on an offering that may still be open — AIM Inspire America Fund, L.P. (latest filing Dec 15, 2016) · No amendment in the last 12 months on an offering that may still be open — Empire Petroleum Partners, LLC (latest filing Jan 27, 2015)

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 · Mar 28, 2025 ↗American Postal Infrastructure Partner Up Fund, LP — PartnerFacts page ↗Form D/A · Nov 2, 2017 ↗New American Bridges Fund, L.P. — PartnerFacts page ↗
Sources
Note · May 7, 2012 – Jan 27, 2015

7 offerings changed their target amount between filings

Offering amount changed between filings — Empire Petroleum Partners, LLC · Offering amount changed between filings — American Infrastructure MLP Fund II, L.P. · Offering amount lowered between filings — American Infrastructure MLP Founders Fund II, L.P. · Offering amount changed between filings — Empire Petroleum Partners, LLC · Offering amount changed between filings — Empire Petroleum Partners, LLC · and 2 more

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Nov 24, 2014 ↗Form D/A (later) · Jan 27, 2015 ↗Empire Petroleum Partners, LLC — PartnerFacts page ↗Form D (earlier) · May 7, 2012 ↗
Sources
Note · Nov 17, 2009 – Nov 22, 2011

Robert B. Hellman, Jr. is written 4 different ways on the filings

listed as "Robert B. Hellman, Jr." on 25 filings (from Nov 17, 2009), and "Robert B. Hellman" on 12 filings (from Oct 18, 2010), and "Robert Hellman" on 2 filings (from Aug 9, 2011), and "Robert Hellman, Jr." on 6 filings (from Nov 22, 2011).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Nov 17, 2009 ↗Form D · Oct 18, 2010 ↗Form D · Aug 9, 2011 ↗Form D · Nov 22, 2011 ↗
Sources
Note · Nov 25, 2013 – Jul 17, 2023

Same name, different state: "Robert Hellman" (NY) is a separate record

This page covers filings where the address state is CA or MD or TX. A separate record, "Robert Hellman" with address state NY, is listed on 11 filings — most recently by Pembrook Community Investors I (REIT) LLC (Jul 17, 2023). Both records have filings in the same period (Nov 25, 2013 to Jul 17, 2023).

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 Hellman (NY) — PartnerFacts page ↗Form D/A · Jul 17, 2023 ↗Pembrook Community Investors I (REIT) LLC — PartnerFacts page ↗Robert B. Hellman, Jr. (CA,MD,TX) — this page ↗
Sources
Note · Jun 29, 2010

Same name, different state: "Robert B. Hellman, Jr." (PA) is a separate record

This page covers filings where the address state is CA or MD or TX. A separate record, "Robert B. Hellman, Jr." with address state PA, is listed on 1 filing — most recently by STONEMOR PARTNERS LP (Jun 29, 2010). Both records have filings in the same period (Jun 29, 2010).

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 B. Hellman, Jr. (PA) — PartnerFacts page ↗Form D · Jun 29, 2010 ↗STONEMOR PARTNERS LP — PartnerFacts page ↗Robert B. Hellman, Jr. (CA,MD,TX) — this page ↗
Sources
Note · Oct 31, 2013 – Oct 8, 2014

Address moved from Gaithersburg, MD to Dallas, TX — Empire Petroleum Partners, LLC

The people listed on the Oct 31, 2013 filing give Gaithersburg, MD; on the Oct 8, 2014 filing they give Dallas, TX.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Oct 31, 2013 ↗Form D · Oct 8, 2014 ↗Empire Petroleum Partners, LLC — PartnerFacts page ↗
Sources
Note · Nov 17, 2009 – Mar 28, 2025

Robert B. Hellman, Jr. is listed with 3 different address states: CA, MD, TX

CA on 40 filings (Nov 17, 2009 to Mar 28, 2025); MD on 1 filing (Oct 31, 2013); TX on 4 filings (Oct 8, 2014 to Jan 27, 2015).

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 · Nov 17, 2009 ↗Form D · Oct 31, 2013 ↗Form D · Oct 8, 2014 ↗
Sources
What is compared

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

5. Money to insiders

1 of 34 offerings reports sales commissions totalling $22,500; 1 reports finder's fees totalling $7,770,811; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 28, 2025 D/A
American Postal Infrastructure Partner Up Fund, LP
File 021-439832
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Nov 2, 2017 D/A
New American Bridges Fund, L.P.
File 021-267446
$0$7,770,811$0
The General Partner of the Issuer (or an affiliate thereof) is entitled to a management fee.
Champlain Advisors BrokerCheck CRD 129560 ↗
via Champlain Advisors (CRD 129560 ↗)

Greenstone Advisors no CRD number reported
via Greenstone Advisors
EDGAR ↗
Dec 15, 2016 D
AIM Inspire America Fund, L.P.
File 021-276382
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Marinas LP
File 021-272910
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Dividend Growth Fund, L.P.
File 021-272955
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Bridge, LLC
File 021-272947
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Coal LLC
File 021-272916
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Fuel, LLC
File 021-272896
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Storage, LLC
File 021-272915
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Cemetery Infrastructure, L.P.
File 021-272945
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Fuel2, L.P.
File 021-272907
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Ag Infra LP
File 021-272890
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2016 D
AIM Education, L.P.
File 021-272951
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2016 D
AIM Land L.P.
File 021-272879
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2016 D
AIM Upstream LLC
File 021-272881
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2016 D
AIM Landfill, L.P.
File 021-272869
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2015 D/A
Empire Petroleum Partners, LLC
File 021-228970
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2015 D
Empire Petroleum Partners, LLC
File 021-232965
$0$0$0None listed on this filingEDGAR ↗
Oct 8, 2014 D
Empire Petroleum Partners, LLC
File 021-226035
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2013 D/A
American Infrastructure MLP Founders Fund II, L.P.
File 021-177731
$22,500$0$0
The General Partner is entitled to a management fee.
Stifel, Nicolaus & Company, Inc. no CRD number reported
via Tom White

Source Capital Group BrokerCheck CRD 36719 ↗
via Janet R. Levitt (CRD 5769785 ↗)
EDGAR ↗
Dec 9, 2013 D/A
American Infrastructure MLP Fund II, L.P.
File 021-177733
$0$0$0
The General Partner of the Issuer is entitled to a management fee.
None listed on this filingEDGAR ↗
Dec 9, 2013 D
AIM II Offshore, L.P.
File 021-207601
$0$0$0
The General Partner of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Oct 31, 2013 D
Empire Petroleum Partners, LLC
File 021-205619
$0$0$0None listed on this filingEDGAR ↗
Jan 16, 2013 D/A
Empire Petroleum Partners, LLC
File 021-185489
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2012 D
Empire Petroleum Partners, LLC
File 021-181073
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2012 D
Empire Petroleum Partners, LLC
File 021-176607
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2012 D
DENBESTE WATER SOLUTIONS, LLC
File 021-176176
$0$0$0 (est.)None listed on this filingEDGAR ↗
Nov 22, 2011 D
Empire Petroleum Partners, LLC
File 021-169094
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2011 D
Nordic Cold Storage Holdings, LLC
File 021-164106
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2011 D
Empire Petroleum Partners, LLC
File 021-162978
$0$0$0None listed on this filingEDGAR ↗
Nov 18, 2010 D
AIM Midstream Holdings, LLC
File 021-150740
$0$0$0None listed on this filingEDGAR ↗
Oct 18, 2010 D
AIM Midstream Holdings, LLC
File 021-149211
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2010 D
AMERICAN INFRASTRUCTURE MLP ASSOCIATES FUND, L.P.
File 021-143650
$0$0$0
The Issuer is obligated to pay a management fee to the General Partner (or an affiliate thereof).
Karen Landry BrokerCheck CRD 1961856 ↗
via Mercury Securities LLC (CRD 40368 ↗)

Jeffrey L. Balash BrokerCheck CRD 1404297 ↗
via Comstock Capital Partners (CRD 37544 ↗)

Bruno Fortier no CRD number reported
via Bruno Fortier

Diamond Edge Capital Partners no CRD number reported
via Diamond Edge Capital Partners (CRD 132014 ↗)

Scott Smith no CRD number reported
Preston Tsao no CRD number reported
via Metcircle Securities LLC (CRD 132690 ↗)

Belvedere Global Investors LLC BrokerCheck CRD 129715 ↗
Dan Fournier BrokerCheck CRD 2659861 ↗
via Stifel Nicolaus (CRD 793 ↗)

Merrill Lynch Pierce Fenner & Smith Inc. no CRD number reported
via Merrill Lynch Pierce Fenner & Smith Inc. (CRD 7691 ↗)

Sandgrain Securities, Inc. BrokerCheck CRD 026004 ↗
Catherine Farley BrokerCheck CRD 2314911 ↗
via Telemus Investment Brokers, LLC (CRD 133957 ↗)
EDGAR ↗
Nov 17, 2009 D
AIM MIDSTREAM LLC
File 021-136194
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 25

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

AP
Pooled Investment Fund

American Postal Infrastructure Partner Up Fund, LP

Foster City, CA · Mar 31, 2022 → Mar 28, 2025 · 4 filings
  • Mar 28, 2025 · D/A · $15,907,150 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Managing Member of the Managing member of the General Partner) EDGAR ↗
  • Mar 29, 2024 · D/A · $15,907,150 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Managing Member of the Managing member of the General Partner) EDGAR ↗
  • Mar 31, 2023 · D/A · $3,850,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Managing Member of the Managing Member of the General Partner) EDGAR ↗
  • Mar 31, 2022 · D · $2,216,193 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Member of the Managing Member of the General Partner) EDGAR ↗

Raised $15.9M from 11 investors 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(c) (8,096 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.

NA
Pooled Investment Fund

New American Bridges Fund, L.P.

Foster City, CA · Jul 21, 2016 → Nov 2, 2017 · 2 filings
  • Nov 2, 2017 · D/A · $972,997,881 sold of $1,000,000,000 · 21 investors · min. No minimum reported · role: Director (Managing Member of the Managing Member of the General Partner of NABF and Chairman of the Board and Chief Executive Officer of NABFI) EDGAR ↗
  • Jul 21, 2016 · D · $725,860,987 sold of $1,000,000,000 · 8 investors · min. No minimum reported · role: Director (Managing Member of the Managing Member of the General Partner of NABF and Chairman of the Board and Chief Executive Officer of NABFI) EDGAR ↗

Raised $973M from 21 investors (97% of the $1B target) as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AI
Pooled Investment Fund · group: Aim

AIM Inspire America Fund, L.P.

Foster City, CA · Dec 15, 2016
  • Dec 15, 2016 · D · $42,865,000 sold of $50,000,000 · 125 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $42.9M from 125 investors (86% of the $50M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AD
Pooled Investment Fund · group: Aim

AIM Dividend Growth Fund, L.P.

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $31,593,857 sold of $31,593,857 · 101 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $31.6M from 101 investors (100% of the $31.6M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AE
Pooled Investment Fund · group: Aim

AIM Education, L.P.

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $78,383,000 sold of $78,383,000 · 206 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $78.4M from 206 investors (100% of the $78.4M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AB
Pooled Investment Fund · group: Aim

AIM Bridge, LLC

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $30,544,994 sold of $30,544,994 · 210 investors · min. No minimum reported · role: Director (Managing Member of the Manager of the Issuer) EDGAR ↗

Raised $30.5M from 210 investors (100% of the $30.5M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Aim

AIM Cemetery Infrastructure, L.P.

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $50,500,000 sold of $50,500,000 · 175 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $50.5M from 175 investors (100% of the $50.5M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Aim

AIM Coal LLC

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $10,474,148 sold of $10,474,148 · 102 investors · min. No minimum reported · role: Director (Managing Member of the Manager of the Issuer) EDGAR ↗

Raised $10.5M from 102 investors (100% of the $10.5M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AF
Pooled Investment Fund · group: Aim

AIM Fuel2, L.P.

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $28,000,000 sold of $28,000,000 · 136 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $28M from 136 investors (100% of the $28M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AF
Pooled Investment Fund · group: Aim

AIM Fuel, LLC

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $15,445,941 sold of $15,445,941 · 164 investors · min. No minimum reported · role: Director (Managing Member of the Manager of the Issuer) EDGAR ↗

Raised $15.4M from 164 investors (100% of the $15.4M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AA
Pooled Investment Fund · group: Aim

AIM Ag Infra LP

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $114,625,071 sold of $114,625,071 · 168 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $114.6M from 168 investors (100% of the $114.6M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AS
Pooled Investment Fund · group: Aim

AIM Storage, LLC

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $21,281,878 sold of $21,281,878 · 164 investors · min. No minimum reported · role: Director (Managing Member of the Manager of the Issuer) EDGAR ↗

Raised $21.3M from 164 investors (100% of the $21.3M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AM
Pooled Investment Fund · group: Aim

AIM Marinas LP

Foster City, CA · Oct 20, 2016
  • Oct 20, 2016 · D · $85,366,571 sold of $85,366,571 · 169 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $85.4M from 169 investors (100% of the $85.4M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AU
Pooled Investment Fund · group: Aim

AIM Upstream LLC

Foster City, CA · Oct 19, 2016
  • Oct 19, 2016 · D · $28,875,000 sold of $28,875,000 · 138 investors · min. No minimum reported · role: Director (Managing Member of the Manager of the Issuer) EDGAR ↗

Raised $28.9M from 138 investors (100% of the $28.9M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AL
Pooled Investment Fund · group: Aim

AIM Land L.P.

Foster City, CA · Oct 19, 2016
  • Oct 19, 2016 · D · $37,113,500 sold of $37,113,500 · 150 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $37.1M from 150 investors (100% of the $37.1M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AL
Pooled Investment Fund · group: Aim

AIM Landfill, L.P.

Foster City, CA · Oct 19, 2016
  • Oct 19, 2016 · D · $27,821,500 sold of $27,821,500 · 77 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $27.8M from 77 investors (100% of the $27.8M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

EP
Oil and Gas

Empire Petroleum Partners, LLC

Dallas, TX · Jul 15, 2011 → Jan 27, 2015 · 14 filings
  • Jan 27, 2015 · D/A · $63,624,547 sold of $70,000,000 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 27, 2015 · D · $31,999,991 sold of $31,999,991 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 24, 2014 · D · $32,000,000 sold of $50,000,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 8, 2014 · D · $8,999,988 sold of $8,999,988 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 31, 2013 · D · $75,000 sold of $75,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 16, 2013 · D/A · $19,259,400 sold of $19,259,400 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 20, 2012 · D/A · $18,768,450 sold of $18,768,450 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 5, 2012 · D/A · $17,529,000 sold of $17,529,000 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 31, 2012 · D/A · $10,329,000 sold of $10,329,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 12, 2012 · D · $10,000,000 sold of $10,000,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 12, 2012 · D · $5,000,000 sold of $5,000,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 12, 2012 · D · $500,000 sold of $500,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 22, 2011 · D · $63,500,000 sold of $63,500,000 · 5 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 15, 2011 · D · $30,487,500 sold of $30,487,500 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $63.6M from 5 investors (91% of the $70M target) as of the latest filing. Robert is listed as director on 14 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: Oil and Gas / 506(b) (1,000 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.

AI
Pooled Investment Fund · group: Aim

American Infrastructure MLP Founders Fund II, L.P.

Foster City, CA · May 7, 2012 → Dec 9, 2013 · 2 filings
  • Dec 9, 2013 · D/A · $113,115,000 sold of $113,115,000 · 233 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • May 7, 2012 · D · $0 sold of $250,000,000 · 0 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $113.1M from 233 investors (100% of the $113.1M target) as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AO
Pooled Investment Fund · group: Aim

AIM II Offshore, L.P.

Foster City, CA · Dec 9, 2013
  • Dec 9, 2013 · D · $56,200,000 sold of $56,200,000 · 8 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $56.2M from 8 investors (100% of the $56.2M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AI
Pooled Investment Fund · group: Aim

American Infrastructure MLP Fund II, L.P.

Foster City, CA · May 7, 2012 → Dec 9, 2013 · 2 filings
  • Dec 9, 2013 · D/A · $630,685,000 sold of $630,685,000 · 287 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • May 7, 2012 · D · $0 sold of $250,000,000 · 0 investors · min. No minimum reported · role: Director (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $630.7M from 287 investors (100% of the $630.7M target) as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

DW
Oil and Gas

DENBESTE WATER SOLUTIONS, LLC

Windsor, CA · Apr 4, 2012
  • Apr 4, 2012 · D · $73,203,961 sold of $73,203,961 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $73.2M from 2 investors (100% of the $73.2M target) as of the latest filing. Robert is listed as 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.

NC
Other · group: Aim

Nordic Cold Storage Holdings, LLC

Atlanta, GA · Aug 9, 2011
  • Aug 9, 2011 · D · $40,000,000 sold of $40,000,000 · 8 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $40M from 8 investors (100% of the $40M target) as of the latest filing. Robert is listed as promoter.

Latest filing on EDGAR ↗
Sources

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

AM
Oil and Gas · group: Aim

AIM Midstream Holdings, LLC

Foster City, CA · Oct 18, 2010 → Nov 18, 2010 · 2 filings
  • Nov 18, 2010 · D · $7,000,000 sold of $7,000,000 · 9 investors · min. No minimum reported · role: Executive Officer (Managing Member of AIM Universal Holdings, LLC, Manager of the Issuer) EDGAR ↗
  • Oct 18, 2010 · D · $5,000,000 sold of $5,000,000 · 4 investors · min. No minimum reported · role: Executive Officer (Managing Member of AIM Universal Holdings, LLC, Manager of the Issuer) EDGAR ↗

Raised $7M from 9 investors (100% of the $7M 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.

AI
Pooled Investment Fund · group: Aim

AMERICAN INFRASTRUCTURE MLP ASSOCIATES FUND, L.P.

Foster City, CA · Jun 17, 2010
  • Jun 17, 2010 · D · $77,000,000 sold of $77,000,000 · 131 investors · min. No minimum reported · role: Promoter (Member of the General Partner.) EDGAR ↗

Raised $77M from 131 investors (100% of the $77M target) as of the latest filing. Robert is listed as promoter.

Latest filing on EDGAR ↗
Sources

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

AM
Pooled Investment Fund · group: Aim

AIM MIDSTREAM LLC

Foster City, CA · Nov 17, 2009
  • Nov 17, 2009 · D · $46,479,500 sold of $46,479,500 · 124 investors · min. No minimum reported · role: Promoter (Promoter) EDGAR ↗

Raised $46.5M from 124 investors (100% of the $46.5M target) as of the latest filing. Robert is listed as promoter.

Latest filing on EDGAR ↗
Sources

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

Other pages with the same name (2)

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

People around Robert 39

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

AU
Management entity

AIM Universal Holdings, LLC

Director · 13 shared filings (13 issuers)

AIM Universal Holdings, LLC is on 13 issuers in total — a repeat sponsor. Their page lists every one.

AI
Management entity

American Infrastructure Partners, LLC

Executive Officer, Promoter · 4 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

BA
Management entity

B. AIM Universal Holdings, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

AC
Management entity

AIM Coal Management, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Matthew P. Carbone

Promoter, Director · 22 shared filings (20 issuers) · also on 18 other issuers

Matthew P. Carbone is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

Ryan Michael Barnes

Director · 14 shared filings (1 issuer) · also on 12 other issuers

Ryan Michael Barnes is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

Barclay Booth

Executive Officer, Director · 14 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Travis E Booth

Executive Officer · 14 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Alan Golman

Executive Officer · 13 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Judy Bornstein

Director · 13 shared filings (13 issuers) · also on 2 other issuers

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

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

Eli Kimel

Executive Officer, Director · 10 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

John DeMatteo

Director · 10 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Rick Golman

Executive Officer, Director · 8 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Klay Beavert

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Brian Donnelly

Director · 8 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Stephen Shallcross

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Michael Diebus

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Henry Heithaus

Executive Officer, Director · 5 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Richard Golman

Executive Officer, Director · 5 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Jeff Potter

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Roland L. Ho

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

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Jim Brummit

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Andrew Sachs

Director · 4 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

George E. McCown

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

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Sam Simon

Director · 2 shared filings (1 issuer)

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Brian Barlow

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Edmond Ging Leon Leung

Director, Promoter · 1 shared filing (1 issuer) · also on 13 other issuers

Edmond Ging Leon Leung is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert D. Levy

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

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Merrell Athon

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

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Donald J. Schoenl

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

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Peter S. Wareing

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

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

William Denbeste

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

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

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

Lori Denbeste

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

Listed on the same filings as Robert B. Hellman, Jr.. Their page shows their other deals.

The team behind the deals

A
Sponsor group

Aim

40 issuers · 66 filings · $2.39B reported sold · 2009–2026

One team, 40 deal companies. Robert B. Hellman, Jr. is listed on 21 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 B. Hellman, Jr..

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 1 of the 25 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): American Postal Infrastructure Partner Up Fund, LP.

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 B. Hellman, Jr. 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 25 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert B. Hellman, Jr. is listed on: none on file. No website or social profile named in New American Bridges Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #263,825 of 374,652 in line (1,149 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 (Foster City, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗Maryland Judiciary case search ↗Texas re:SearchTX court records ↗Georgia state courts — find the court ↗

Securities regulators

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

Business registries

California Secretary of State business search ↗Maryland Secretary of State business search ↗Texas Secretary of State business search ↗Georgia Secretary of State business search ↗OpenCorporates ↗

Change history

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