PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:44 AM ET

Sponsor Check › Person

RF

ROBERT FORDI

Named as an officer, director or promoter on SEC Form D filings · MD · Jul 12, 2013 → Jan 22, 2026

26deals (issuers)
$6.46Breported sold
1,222investors
40Form D filings
2013–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: not yet

The short version

ROBERT FORDI is listed as an executive officer, director, and promoter on 40 SEC Form D filings by 26 issuers between Jan 2010 and Jan 2026. Largest by amount reported sold: REALTERM LOGISTICS INCOME FUND, L.P. (Annapolis, MD — pooled investment fund — 2017–2025; $2.45B reported sold to 32 investors), REALTERM LOGISTICS INCOME QFPF FUND, L.P. (Annapolis, MD — pooled investment fund — 2021–2025; $2.45B reported sold to 2 investors), REALTERM AIRPORT LOGISTICS PROPERTIES, LP (Annapolis, MD — pooled investment fund — 2020–2022; $733.2M reported sold to 12 investors), RLIF CO-INVESTMENT FUND I, L.P. (Annapolis, MD — pooled investment fund — 2023; $532.3M reported sold to 6 investors), REALTERM LOGISTICS FUND III, L.P. (Annapolis, MD — pooled investment fund — 2019; $160M reported sold to 7 investors) and 21 more (all listed below).

What this means That is a lot of deals — 26 separate companies raised money with this person listed as executive officer, director, and promoter, over about 16 years. Across those companies the filings report $6.46B sold in total.

Listed alongside KENNETH S. CODE (37 shared filings), AARON M. SACKS (36 shared filings), JOHN W. CAMMETT (35 shared filings), DUNCAN PICKETT (30 shared filings), STEPHEN PANOS (13 shared filings) and 11 others.

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

All 26 issuers belong to the sponsor group Realterm Logistics (28 issuers, $6.2B reported sold, 2010–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Realterm Logistics has 28 companies on file and $6.2B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), state securities regulators (AZ, CA, DE, TX, WA) — none found. Not yet searched: SEC enforcement releases (search queued; results are added automatically).

What this means Nothing turned up where we looked (2 sources). That does not prove there is nothing — it means none was found in those sources on that date.

What the community is saying

Nothing found on Reddit, BiggerPockets or community forums for high-net-worth investors (searched Oct 24, 2026) — search queued; this line updates when it has run.

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not yet searched. 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

Not yet searched — search queued

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. — not yet searched.

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

SEC search queued. Results are added automatically.

3. Bankruptcies

None found in sources searched

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not yet searched. 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

Not made for individual people — comparisons cover issuers and sponsor groups

5. Money to insiders

9 of 26 offerings report sales commissions totalling $56,250; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 22, 2026 D
RLCF RT, LLC
File 021-570707
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 31, 2025 D
Realterm Logistics Fund V, L.P.
File 021-568656
$0$0$0 (est.)
The general partner is entitled to a carried interest. The manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 31, 2025 D
Realterm Logistics Fund V-A, L.P.
File 021-568655
$0$0$0 (est.)
The general partner is entitled to a carried interest. The manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 14, 2025 D
RLCF Co-Investment, LLC
File 021-554713
$0$0$0 (est.)
The Sole Member or certain affiliates of the Sole Member may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
None listed on this filingEDGAR ↗
Feb 5, 2025 D/A
REALTERM LOGISTICS INCOME FUND, L.P.
File 021-293983
$0$0$0 (est.)
The Issuer's general partner is entitled to a performance allocation. The Issuer's manager is entitled to an asset management fee. The performance allocation and asset management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 5, 2025 D/A
REALTERM LOGISTICS INCOME QFPF FUND, L.P.
File 021-396715
$0$0$0 (est.)
The Issuer's general partner is entitled to a performance allocation. The Issuer's manager is entitled to an asset management fee. The performance allocation and asset management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 19, 2024 D
RLIF CO-INVESTMENT FUND II, L.P.
File 021-524544
$0$0$0 (est.)
The Issuer's general partner is entitled to a carried interest. The Issuer's manager is entitled to an asset management fee. The carried interest and asset management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 11, 2023 D
RLIF CO-INVESTMENT FUND I, L.P.
File 021-481520
$0$0$0 (est.)
The Issuer's general partner is entitled to a performance allocation. The Issuer's manager is entitled to an asset management fee. The performance allocation and asset management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 18, 2023 D
RLF IV REIT, LLC
File 021-471103
$6,250$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H & L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
May 9, 2022 D
RLF IV FEEDER, L.P.
File 021-445057
$0$0$0 (est.)
The general partner is entitled to a carried interest. The manager is entitled to a management fee. The carried interest and management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 24, 2022 D
REALTERM LOGISTICS FUND IV, L.P.
File 021-434923
$0$0$0 (est.)
The general partner is entitled to a carried interest. The manager is entitled to a management fee. The carried interest and management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 2, 2022 D
RLIF MA SUB-REIT, LLC
File 021-431896
$6,250$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

CHARLES MATHES BrokerCheck CRD 5980160 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 2, 2022 D
REALTERM LOGISTICS INCOME SUB-REIT, LLC
File 021-431895
$6,250$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

CHARLES MATHES BrokerCheck CRD 5980160 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 26, 2022 D/A
REALTERM AIRPORT LOGISTICS PROPERTIES, LP
File 021-358790
$0$0$0 (est.)
The Issuer's general partner is entitled to a performance allocation. The Issuer's manager is entitled to an asset management fee. The performance allocation and asset management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 19, 2021 D
RLF III REIT, LLC
File 021-386713
$6,250$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON no CRD number reported
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 24, 2020 D
RLF II PARALLEL REIT, LLC
File 021-358854
$6,250$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

CHARLES MATHES BrokerCheck CRD 5980160 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 4, 2019 D
REALTERM EUROPE LOGISTICS FUND, SCSP
File 021-352530
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2019 D
REALTERM LOGISTICS FUND III, L.P.
File 021-350530
$0$0$0 (est.)
The general partner is entitled to a carried interest. The manager is entitled to a management fee. The carried interest and management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 10, 2019 D
REALTERM LOGISTICS INCOME REIT, L.P.
File 021-330134
$6,250$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 4, 2017 D/A
REALTERM LOGISTICS FUND II-A, L.P.
File 021-296472
$0$0$0 (est.)
THE ISSUER'S GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE PERFORMANCE ALLOCATION IS DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Dec 4, 2017 D
REALTERM LOGISTICS REIT II, LLC
File 021-299967
$6,250$0$0CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

LORI MAYFIELD BrokerCheck CRD 4899271 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

SCOTT HARRISON BrokerCheck CRD 4981070 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)

PHYLLIS JOHNSON BrokerCheck CRD 1020488 ↗
via H&L EQUITIES, LLC (CRD 113794 ↗)
EDGAR ↗
Jun 9, 2016 D
REALTERM LOGISTICS FUND II, L.P.
File 021-264639
$0$0$0 (est.)
THE ISSUER'S GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE ISSUER'S MANAGER IS ENTITLED TO AN ASSET MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND ASSET MANAGEMENT FEE ARE DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Jun 24, 2014 D
Realterm Logistics Fund-A, L.P.
File 021-219731
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 27, 2013 D/A
Realterm Logistics REIT, LLC
File 021-200185
$6,250 (est.)$0$0 (est.)Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jul 12, 2013 D
Realterm Logistics Fund, L.P.
File 021-199537
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 25, 2010 D
NAT Investors DP TA Holding, L.P.
File 021-138143
$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 26

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

REITS and Finance · group: Realterm Logistics

RLCF RT, LLC

Annapolis, MD · Jan 22, 2026
  • Jan 22, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

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.

Pooled Investment Fund · group: Realterm Logistics

Realterm Logistics Fund V, L.P.

Annapolis, MD · Dec 31, 2025
  • Dec 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, promoter.

Sources

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

Pooled Investment Fund · group: Realterm Logistics

Realterm Logistics Fund V-A, L.P.

Annapolis, MD · Dec 31, 2025
  • Dec 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, promoter.

Sources

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

Pooled Investment Fund · group: Realterm Logistics

RLCF Co-Investment, LLC

Annapolis, MD · Aug 14, 2025
  • Aug 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, promoter.

Sources

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

Pooled Investment Fund · group: Realterm Logistics

REALTERM LOGISTICS INCOME FUND, L.P.

Annapolis, MD · Sep 1, 2017 → Feb 5, 2025 · 7 filings
  • Feb 5, 2025 · D/A · $2,322,505,635 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Feb 5, 2024 · D/A · $2,451,320,183 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jan 26, 2023 · D/A · $2,342,470,899 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jan 26, 2022 · D/A · $1,761,200,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jan 29, 2021 · D/A · $877,000,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jan 23, 2020 · D/A · $285,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Sep 1, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.45B from 32 investors as of the latest filing. Robert is listed as executive officer, promoter on 7 filings for this deal.

Sources

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

Pooled Investment Fund · group: Realterm Logistics

REALTERM LOGISTICS INCOME QFPF FUND, L.P.

Annapolis, MD · Apr 22, 2021 → Feb 5, 2025 · 5 filings
  • Feb 5, 2025 · D/A · $2,322,505,635 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Feb 5, 2024 · D/A · $2,451,320,183 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jan 26, 2023 · D/A · $2,342,470,899 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Apr 14, 2022 · D/A · $2,138,700,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Apr 22, 2021 · D · $1,275,500,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.45B from 2 investors as of the latest filing. Robert is listed as executive officer, promoter on 5 filings for this deal.

Sources

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

Pooled Investment Fund · group: Realterm Logistics

RLIF CO-INVESTMENT FUND II, L.P.

Annapolis, MD · Sep 19, 2024
  • Sep 19, 2024 · D · $0 sold of $300,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, promoter.

Sources

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

Pooled Investment Fund · group: Realterm Logistics

RLIF CO-INVESTMENT FUND I, L.P.

Annapolis, MD · May 11, 2023
  • May 11, 2023 · D · $532,300,000 sold of $532,300,000 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $532.3M from 6 investors (100% of the $532.3M target) as of the latest filing. Robert is listed as executive officer, promoter.

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.

REITS and Finance · group: Realterm Logistics

RLF IV REIT, LLC

Annapolis, MD · Jan 18, 2023
  • Jan 18, 2023 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Promoter EDGAR ↗

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

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.

Pooled Investment Fund · group: Realterm Logistics

RLF IV FEEDER, L.P.

Annapolis, MD · May 9, 2022
  • May 9, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, promoter.

Sources

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

Pooled Investment Fund · group: Realterm Logistics

REALTERM LOGISTICS FUND IV, L.P.

Annapolis, MD · Feb 24, 2022
  • Feb 24, 2022 · D · $0 sold of $630,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, promoter.

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.

REITS and Finance · group: Realterm Logistics

RLIF MA SUB-REIT, LLC

Annapolis, MD · Feb 2, 2022
  • Feb 2, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Promoter EDGAR ↗

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

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: Realterm Logistics

REALTERM LOGISTICS INCOME SUB-REIT, LLC

Annapolis, MD · Feb 2, 2022
  • Feb 2, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Promoter EDGAR ↗

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

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.

Pooled Investment Fund · group: Realterm Logistics

REALTERM AIRPORT LOGISTICS PROPERTIES, LP

Annapolis, MD · Jan 23, 2020 → Jan 26, 2022 · 3 filings
  • Jan 26, 2022 · D/A · $733,200,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jan 29, 2021 · D/A · $733,200,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jan 23, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $733.2M from 12 investors as of the latest filing. Robert is listed as executive officer, promoter on 3 filings for this deal.

Sources

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

REITS and Finance · group: Realterm Logistics

RLF III REIT, LLC

Annapolis, MD · Jan 19, 2021
  • Jan 19, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Promoter EDGAR ↗

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

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: Realterm Logistics

RLF II PARALLEL REIT, LLC

Annapolis, MD · Jan 24, 2020
  • Jan 24, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Promoter EDGAR ↗

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

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.

Pooled Investment Fund · group: Realterm Logistics

REALTERM EUROPE LOGISTICS FUND, SCSP

Annapolis, MD · Nov 4, 2019
  • Nov 4, 2019 · D · $0 sold of $90,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, promoter.

Sources

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

Pooled Investment Fund · group: Realterm Logistics

REALTERM LOGISTICS FUND III, L.P.

Annapolis, MD · Oct 7, 2019
  • Oct 7, 2019 · D · $160,000,000 sold of $350,000,000 · 7 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $160M from 7 investors (46% of the $350M target) as of the latest filing. Robert is listed as executive officer, promoter.

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.

REITS and Finance · group: Realterm Logistics

REALTERM LOGISTICS INCOME REIT, L.P.

Annapolis, MD · Jan 10, 2019
  • Jan 10, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Promoter EDGAR ↗

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

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.

Pooled Investment Fund · group: Realterm Logistics

REALTERM LOGISTICS FUND II-A, L.P.

Annapolis, MD · Oct 12, 2017 → Dec 4, 2017 · 2 filings
  • Dec 4, 2017 · D/A · $0 sold of $5,025,000 · 14 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 12, 2017 · D · $0 sold of $4,475,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

14 investors reported; no amount sold yet as of the latest filing. Robert is listed as executive officer, promoter on 2 filings for this deal.

Sources

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

REITS and Finance · group: Realterm Logistics

REALTERM LOGISTICS REIT II, LLC

Annapolis, MD · Dec 4, 2017
  • Dec 4, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Promoter EDGAR ↗

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

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.

Pooled Investment Fund · group: Realterm Logistics

REALTERM LOGISTICS FUND II, L.P.

Annapolis, MD · Jun 9, 2016
  • Jun 9, 2016 · D · $0 sold of $240,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, promoter.

Sources

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

Other Real Estate · group: Realterm Logistics

Realterm Logistics Fund-A, L.P.

Annapolis, MD · Jun 24, 2014
  • Jun 24, 2014 · D · $4,310,000 sold of $4,310,000 · 9 investors · min. No minimum reported · role: Executive Officer (President & CEO of the General Partner of the Issuer) EDGAR ↗

Raised $4.31M from 9 investors (100% of the $4.31M 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: Other Real Estate / 506(b) (5,033 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: Realterm Logistics

Realterm Logistics REIT, LLC

Annapolis, MD · Jul 24, 2013 → Aug 27, 2013 · 2 filings
  • Aug 27, 2013 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director (Manager of the General Partner of the Manager of the Issuer) EDGAR ↗
  • Jul 24, 2013 · D · $0 sold of Indefinite · 0 investors · min. $1,000 · role: Executive Officer, Director (Manager of the General Partner of the Manager of the Issuer) EDGAR ↗

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

Other Real Estate · group: Realterm Logistics

Realterm Logistics Fund, L.P.

Annapolis, MD · Jul 12, 2013
  • Jul 12, 2013 · D · $115,000,000 sold of $200,000,000 · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $115M from 3 investors (57% of the $200M 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.

Commercial · group: Realterm Logistics

NAT Investors DP TA Holding, L.P.

Annapolis, MD · Jan 25, 2010
  • Jan 25, 2010 · D · $9,478,796 sold of $9,478,796 · 12 investors · min. $25,000 · role: Promoter (Member of the Issuer's General Partner) EDGAR ↗

Raised $9.48M from 12 investors (100% of the $9.48M target) as of the latest filing. Robert is listed as promoter.

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.

People around Robert 16

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

Management entity

NAT Investors Holding GP, LLC

Promoter · 1 shared filing (1 issuer)

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

Management entity

RLCF GP, LLC

Promoter, Director · 1 shared filing (1 issuer)

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

Person

KENNETH S. CODE

Executive Officer, Promoter · 37 shared filings (24 issuers) · also on 1 other issuer

KENNETH S. CODE is on 25 issuers in total — a repeat sponsor. Their page lists every one.

Person

AARON M. SACKS

Executive Officer, Promoter, Director · 36 shared filings (23 issuers) · also on 1 other issuer

AARON M. SACKS is on 24 issuers in total — a repeat sponsor. Their page lists every one.

Person

JOHN W. CAMMETT

Executive Officer, Promoter · 35 shared filings (22 issuers) · also on 1 other issuer

JOHN W. CAMMETT is on 23 issuers in total — a repeat sponsor. Their page lists every one.

Person

DUNCAN PICKETT

Executive Officer, Promoter · 30 shared filings (19 issuers)

DUNCAN PICKETT is on 19 issuers in total — a repeat sponsor. Their page lists every one.

Person

STEPHEN PANOS

Executive Officer, Promoter · 13 shared filings (8 issuers) · also on 1 other issuer

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

Person

MELANIE LUNDQUIST

Executive Officer, Promoter · 6 shared filings (5 issuers) · also on 2 other issuers

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

Person

EDWARD BRICKLEY

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

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

Person

David Rose

Executive Officer, Promoter · 3 shared filings (1 issuer) · also on 8 other issuers

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

Person

John W Camett

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

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

Person

Paul Underwood

Executive Officer · 1 shared filing (1 issuer)

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

Person

DAVID PANOS

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

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

Person

STEVE PANOS

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

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

The team behind the deals

Sponsor group

Realterm Logistics

28 issuers · 44 filings · $6.2B reported sold · 2010–2026

One team, 28 deal companies. Robert Fordi is listed on 26 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 FORDI.

Registrations and other filings

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

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