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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:37 AM ET

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Robert Underhill

Named as an officer, director or promoter on SEC Form D filings · NY, CA · Sep 10, 2018 → Sep 3, 2019

6deals (issuers)
$2.66Breported sold
522investors
9Form D filings
2018–2019years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:40 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert Underhill is listed as an executive officer and director on 9 SEC Form D filings by 6 issuers between Feb 2012 and Sep 2019. Largest by amount reported sold: Shorenstein Realty Investors Twelve, L.P. (San Francisco, CA — commercial — 2018–2019; $846.5M reported sold to 44 investors), Shorenstein Realty Investors Eleven, L.P. (San Francisco, CA — commercial — 2014; $715.4M reported sold to 55 investors), SRI Twelve REIT (San Francisco, CA — reits and finance — 2018–2019; $591.8M reported sold to 125 investors), SRI Eleven REIT (San Francisco, CA — reits and finance — 2014; $468.5M reported sold to 125 investors), SRI Investors Ten LLC (San Francisco, CA — commercial — 2012; $33.1M reported sold to 48 investors) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer and director, over about 7 years. Across those companies the filings report $2.66B sold in total.

Listed alongside Glenn A. Shannon (9 shared filings), Charles Malet (6 shared filings), Douglas W. Shorenstein (3 shared filings) and Shorenstein Properties LLC (1 shared filing, management entity).

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 6 issuers belong to the sponsor group Shorenstein (32 issuers, $4.62B reported sold, 2010–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Shorenstein has 32 companies on file and $4.62B 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, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 15 bankruptcy cases matching the name listed in Key records below.

What this means 15 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 9 public filings for Robert Underhill and found 8 differences, 2 worth asking the sponsor about: Bankruptcy case: Robert F. Underhill and Grace A. Underhill; 5 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 Underhill has not run yet — it is joining a line of 57,774 names; searches run around the clock at the hosts' allowed rate. Searched so far: 644 names.

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

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:40 AM ET.

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

2. Regulatory actions

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

What was searched

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

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

3. Bankruptcies

15 cases: 15 closed (disposition not in docket feed)

Robert L. Underhill closed
United States Bankruptcy Court, M.D. Florida · No. 8:16-bk-04197 · Filed May 16, 2016 · Closed Aug 22, 2016
Role of Robert L. Underhill: Debtor · Outcome: Case closed 2016-08-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
Robert A Underhill and Lynn M Underhill closed
United States Bankruptcy Court, N.D. Illinois · No. 12-49815 · Filed Dec 20, 2012 · Closed Aug 14, 2014
Role of Robert A Underhill and Lynn M Underhill: Debtor · Outcome: Case closed 2014-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in IL (not a filing state)
Robert Underhill and Robin Underhill closed
United States Bankruptcy Court, D. New Jersey · No. 11-39497 · Filed Oct 11, 2011 · Closed Aug 14, 2015
Role of Robert Underhill and Robin Underhill: Debtor · Outcome: Case closed 2015-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
Robert B Underhill and Wanda C Underhill closed
United States Bankruptcy Court, N.D. Indiana · No. 11-23223 · Filed Aug 18, 2011 · Closed Jan 10, 2012
Role of Robert B Underhill and Wanda C Underhill: Debtor · Outcome: Case closed 2012-01-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in IN (not a filing state)
Robert D Underhill and Beth Underhill closed
United States Bankruptcy Court, S.D. Ohio · No. 1:10-bk-10061 · Filed Jan 6, 2010 · Closed Dec 10, 2014
Role of Robert D Underhill and Beth Underhill: Debtor · Outcome: Case closed 2014-12-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in OH (not a filing state)
Robert M. Underhill and Melissa J. Underhill closed
United States Bankruptcy Court, E.D. Kentucky · No. 07-30005 · Filed Jan 5, 2007 · Closed Apr 20, 2012
Role of Robert M. Underhill and Melissa J. Underhill: Debtor · Outcome: Case closed 2012-04-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in KY (not a filing state)
Robert J. Underhill closed
United States Bankruptcy Court, M.D. Florida · No. 3:05-bk-11089 · Filed Sep 29, 2005 · Closed Jul 6, 2006
Role of Robert J. Underhill: Debtor · Outcome: Case closed 2006-07-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
Robert F. Underhill and Grace A. Underhill closed
United States Bankruptcy Court, E.D. California · No. 04-29525 · Filed Sep 21, 2004 · Closed Jan 3, 2005
Role of Robert F. Underhill and Grace A. Underhill: Debtor · Outcome: Case closed 2005-01-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (CA)
Robert H. Underhill closed
United States Bankruptcy Court, W.D. Kentucky · No. 02-38819 · Filed Dec 5, 2002 · Closed Dec 10, 2004
Role of Robert H. Underhill: Debtor · Outcome: Case closed 2004-12-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in KY (not a filing state)
ROBERT F UNDERHILL closed
United States Bankruptcy Court, D. Montana · No. 02-60088 · Filed Aug 26, 2002 · Closed Jan 24, 2003
Role of ROBERT F UNDERHILL: Debtor · Outcome: Case closed 2003-01-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in MT (not a filing state)
Robert H. Underhill and Jude I. Underhill closed
United States Bankruptcy Court, W.D. Kentucky · No. 98-34740 · Filed Aug 28, 1998 · Closed Dec 8, 1998
Role of Robert H. Underhill and Jude I. Underhill: Debtor · Outcome: Case closed 1998-12-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in KY (not a filing state)
Robert F. Underhill closed
United States Bankruptcy Court, W.D. North Carolina · No. 98-30093 · Filed Jan 13, 1998 · Closed Mar 18, 1999
Role of Robert F. Underhill: Debtor · Outcome: Case closed 1999-03-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in NC (not a filing state)
Robert Underhill and Sharon Underhill closed
United States Bankruptcy Court, M.D. Florida · No. 3:95-bk-00555 · Filed Feb 8, 1995 · Closed Jun 24, 1997
Role of Robert Underhill and Sharon Underhill: Debtor · Outcome: Case closed 1997-06-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
Robert R. Underhill and Robin S. Underhill closed
United States Bankruptcy Court, D. New Jersey · No. 91-13588 · Filed Jul 26, 1991 · Closed Feb 21, 1992
Role of Robert R. Underhill and Robin S. Underhill: Debtor · Outcome: Case closed 1992-02-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
Robert Underhill closed
United States Bankruptcy Court, D. Connecticut · No. 90-52596 · Filed Dec 26, 1990 · Closed Jul 26, 1991
Role of Robert Underhill: Debtor · Outcome: Case closed 1991-07-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in CT (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:40 AM ET.

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

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

4. Differences between public sources

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

8 differences found between the filings for Robert Underhill — 2 worth asking about (compared 9 filings on Oct 24, 2026)

Worth asking · Sep 21, 2004 – Jan 3, 2005

Bankruptcy case: Robert F. Underhill and Grace A. Underhill — filed Sep 21, 2004

United States Bankruptcy Court, E.D. California docket "Robert F. Underhill and Grace A. Underhill" filed Sep 21, 2004, closed Jan 3, 2005. Robert Underhill is listed as Debtor ("Robert F. Underhill and Grace A. Underhill"). Our match estimate: 44%.

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

Sources
Note · Dec 30, 2014 – Sep 3, 2019

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

SRI Twelve REIT (last filing Sep 3, 2019; $591,800,000 sold of $1,350,000,000); SRI Eleven REIT (last filing Dec 30, 2014; $468,500,000 sold of $1,250,000,000). 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.

Sources
Worth asking · Sep 1, 2011 – Sep 10, 2018

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

Form D filed 173 days after the first sale — SRI Investors Ten LLC · Form D filed 60 days after the first sale — Shorenstein Realty Investors Twelve, L.P. · Form D filed 60 days after the first sale — SRI Twelve REIT · Form D filed 32 days after the first sale — SRI Eleven REIT · Form D filed 32 days after the first sale — Shorenstein Realty Investors Eleven, L.P.

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

Sources
Note · Apr 4, 2014 – Sep 3, 2019

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 — Shorenstein Realty Investors Twelve, L.P. (latest filing Sep 3, 2019) · No amendment in the last 12 months on an offering that may still be open — SRI Twelve REIT (latest filing Sep 3, 2019) · No amendment in the last 12 months on an offering that may still be open — SRI Eleven REIT (latest filing May 6, 2014) · No amendment in the last 12 months on an offering that may still be open — Shorenstein Realty Investors Eleven, L.P. (latest filing May 6, 2014)

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

Sources
Note · Feb 21, 2012 – May 6, 2014

Robert Underhill is written 2 different ways on the filings

listed as "Robert S. Underhill" on 3 filings (from Feb 21, 2012), and "Robert Underhill" on 6 filings (from May 6, 2014).

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

Sources
Note · Dec 17, 2025

Same name, different state: "Robert A. Underhill" (ID) is a separate record

This page covers filings where the address state is NY or CA. A separate record, "Robert A. Underhill" with address state ID, is listed on 1 filing — most recently by WESTERN CAPITAL CORP (Dec 17, 2025). The two records do not overlap in time: this page runs Sep 10, 2018 to Sep 3, 2019; the other has one filing dated Dec 17, 2025.

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

Sources
Note · Nov 13, 2015 – Jul 18, 2019

Same name, different state: "Robert D. Underhill" (OH) is a separate record

This page covers filings where the address state is NY or CA. A separate record, "Robert D. Underhill" with address state OH, is listed on 4 filings — most recently by Simple-Fill, Inc. (Jul 18, 2019). Both records have filings in the same period (Sep 10, 2018 to Jul 18, 2019).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Feb 21, 2012 – Sep 3, 2019

Robert Underhill is listed with 2 different address states: NY, CA

NY on 3 filings (Feb 21, 2012 to May 6, 2014); CA on 6 filings (Oct 5, 2017 to Sep 3, 2019).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Sources
What is compared

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

5. Money to insiders

2 of 7 offerings report sales commissions totalling $12,500; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 3, 2019 D/A
SRI Twelve REIT
File 021-320956
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2019 D/A
Shorenstein Realty Investors Twelve, L.P.
File 021-320957
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2018 D
SRI Twelve REIT
File 021-329089
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 5, 2017 D
SRI Ten Hennepin Holdings-1 LLC
File 021-296074
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
May 6, 2014 D
Shorenstein Realty Investors Eleven, L.P.
File 021-216869
$0$0$0None listed on this filingEDGAR ↗
May 6, 2014 D
SRI Eleven REIT
File 021-216872
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2012 D
SRI Investors Ten LLC
File 021-173772
$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 6

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

Commercial · group: Shorenstein

Shorenstein Realty Investors Twelve, L.P.

San Francisco, CA · Sep 10, 2018 → Sep 3, 2019 · 2 filings
  • Sep 3, 2019 · D/A · $846,550,000 sold of $1,350,000,000 · 44 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 10, 2018 · D · $285,800,000 sold of $1,350,000,000 · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $846.5M from 44 investors (63% of the $1.35B target) as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 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: Shorenstein

SRI Twelve REIT

San Francisco, CA · Sep 10, 2018 → Sep 3, 2019 · 3 filings
  • Sep 3, 2019 · D/A · $591,800,000 sold of $1,350,000,000 · 34 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 28, 2018 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (trustee) EDGAR ↗
  • Sep 10, 2018 · D · $232,800,000 sold of $1,350,000,000 · 6 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $591.8M from 125 investors (44% of the $1.35B target) as of the latest filing. Robert is listed as director on 3 filings for this deal.

Sources

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

SRI Ten Hennepin Holdings-1 LLC

San Francisco, CA · Oct 5, 2017
  • Oct 5, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

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

Sources

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

Commercial · group: Shorenstein

SRI Eleven REIT

San Francisco, CA · May 6, 2014
  • May 6, 2014 · D · $468,500,000 sold of $1,250,000,000 · 27 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $468.5M from 125 investors (37% of the $1.25B target) as of the latest filing. Robert is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 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.

Commercial · group: Shorenstein

Shorenstein Realty Investors Eleven, L.P.

San Francisco, CA · May 6, 2014
  • May 6, 2014 · D · $715,400,000 sold of $1,250,000,000 · 55 investors · min. No minimum reported · role: Executive Officer (Mr. Underhill is an Executive Officer.) EDGAR ↗

Raised $715.4M from 55 investors (57% of the $1.25B target) as of the latest filing. Robert is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 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.

Commercial · group: Shorenstein

SRI Investors Ten LLC

San Francisco, CA · Feb 21, 2012
  • Feb 21, 2012 · D · $33,070,175 sold of $33,070,175 · 48 investors · min. No minimum reported · role: Executive Officer (Mr. Underhill is an execurtive officer of Shorenstein Properties LLC, the managing member of the issuer.) EDGAR ↗

Raised $33.1M from 48 investors (100% of the $33.1M target) as of the latest filing. Robert is listed as executive officer.

Sources

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

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 4

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

Management entity

Shorenstein Properties LLC

Promoter · 1 shared filing (1 issuer)

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

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

Glenn A. Shannon

Executive Officer, Director · 9 shared filings (6 issuers) · also on 4 other issuers

Glenn A. Shannon is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Charles Malet

Executive Officer, Director · 6 shared filings (3 issuers) · also on 21 other issuers

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

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

Douglas W. Shorenstein

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

Douglas W. Shorenstein is on 7 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Shorenstein

32 issuers · 43 filings · $4.62B reported sold · 2010–2026

One team, 32 deal companies. Robert Underhill is listed on 6 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 Underhill.

Same business address

41 other issuers file from the same address

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

None of the 6 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 Underhill 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 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert Underhill is listed on: none on file. No website or social profile named in Shorenstein Realty Investors Eleven, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #317,605 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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