PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:34 AM ET

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Robert W. Holmes

Named as an officer, director or promoter on SEC Form D filings · TX · May 15, 2020 → Jul 10, 2026

35deals (issuers)
$43.6Mreported sold
587investors
45Form D filings
2020–2026years on file
Follow this personLook further ↓PDF

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

The short version

Robert W. Holmes is listed as an executive officer, director, and promoter on 45 SEC Form D filings by 35 issuers between May 2020 and Jul 2026. Largest by amount reported sold: BKAI jade owls Preferred Equity LLC (Rockwall, TX — investing — 2025; $5M reported sold to 62 investors), ForgeNow Holdings LLC (Rockwall, TX — industry reported as "Other" — 2020–2022; $4.51M reported sold to 26 investors), BKAI BMG I LLC (Rockwall, TX — investing — 2023; $3M reported sold to 33 investors), Genesis Alternative Finance Holdings LLC (Dallas, TX — other health care — 2020; $2.85M reported sold to 1 investors), BKAI CAS Hudson Oaks LLC (Rockwall, TX — investing — 2026; $2.8M reported sold to 38 investors) and 30 more (all listed below).

What this means That is a lot of deals — 35 separate companies raised money with this person listed as executive officer, director, and promoter, over about 6 years. Across those companies the filings report $43.6M sold in total.

Listed alongside Michael Christians (35 shared filings), Marvin E. Key (5 shared filings), Todd A. Mehall (4 shared filings) and Calvin L. Hines (1 shared filing).

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

The issuers belong to 2 sponsor groups: Bkai (32 issuers, $38.5M reported sold, 2020–2026) and Oak (4 issuers, $65.8M reported sold, 2020–2024).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 court case matching the name, 14 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 45 public filings for Robert W. Holmes and found 10 differences, 2 worth asking the sponsor about: Robert W. Holmes appears on 4 deals that stopped filing before reaching their target; 6 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 W. Holmes has not run yet — it is joining a line of 35,944 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

1 case: 1 dismissed

HALL, WILLIAM C. v. HOLMES, ROBERT H. dismissed
District Court, N.D. Texas · No. · Filed Dec 11, 1986 · Closed Aug 31, 1987 · Nature of suit: 190 Other contract actions
Role of HOLMES, ROBERT H.: Defendant · Outcome: Terminated 1987-08-31 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX); middle initial differs
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, 2:23 AM ET.

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

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

2. Regulatory actions

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 W. Holmes..

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

14 cases: 1 open, 13 closed (disposition not in docket feed)

Robert Holmes open
United States Bankruptcy Court, S.D. Texas · No. 25-35108 · Filed Aug 29, 2025
Role of Robert Holmes: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX)
Robert C Holmes closed
United States Bankruptcy Court, S.D. Texas · No. 08-36787 · Filed Oct 27, 2008 · Closed Jan 26, 2009
Role of Robert C Holmes: Debtor · Outcome: Case closed 2009-01-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX); middle initial differs
Robert Holmes closed
United States Bankruptcy Court, S.D. Texas · No. 07-34041 · Filed Jun 15, 2007 · Closed Jan 27, 2008
Role of Robert Holmes: Debtor · Outcome: Case closed 2008-01-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX)
Robert H. Holmes, II closed
United States Bankruptcy Court, N.D. Texas · No. 07-32340 · Filed May 18, 2007 · Closed Dec 3, 2009
Role of Robert H. Holmes, II: Debtor · Outcome: Case closed 2009-12-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX); middle initial differs
Robert Holmes and Letitia Holmes closed
United States Bankruptcy Court, S.D. Texas · No. 07-30895 · Filed Feb 5, 2007 · Closed Sep 11, 2007
Role of Robert Holmes and Letitia Holmes: Debtor · Outcome: Case closed 2007-09-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX); middle initial differs
Robert Holmes closed
United States Bankruptcy Court, W.D. Texas · No. 06-10426 · Filed Mar 29, 2006 · Closed Jul 24, 2006
Role of Robert Holmes: Debtor · Outcome: Case closed 2006-07-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX)
Robert W. Holmes and Carol R. Holmes closed
United States Bankruptcy Court, S.D. Texas · No. 06-31113 · Filed Mar 23, 2006 · Closed Jun 21, 2012
Role of Robert W. Holmes and Carol R. Holmes: Debtor · Outcome: Case closed 2012-06-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX)
Robert M. Holmes closed
United States Bankruptcy Court, S.D. Texas · No. 05-82528 · Filed Sep 20, 2005 · Closed Jan 6, 2006
Role of Robert M. Holmes: Debtor · Outcome: Case closed 2006-01-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX); middle initial differs
Robert P. Holmes closed
United States Bankruptcy Court, N.D. Texas · No. 04-30398 · Filed Jan 5, 2004 · Closed Mar 29, 2004
Role of Robert P. Holmes: Debtor · Outcome: Case closed 2004-03-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX); middle initial differs
Robert Holmes closed
United States Bankruptcy Court, S.D. Texas · No. 01-40459 · Filed Sep 26, 2001 · Closed Jul 29, 2002
Role of Robert Holmes: Debtor · Outcome: Case closed 2002-07-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX)
Robert L Holmes closed
United States Bankruptcy Court, S.D. Texas · No. 01-34243 · Filed Apr 17, 2001 · Closed Dec 27, 2005
Role of Robert L Holmes: Debtor · Outcome: Case closed 2005-12-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX); middle initial differs
Robert W Holmes and Patricia R Holmes closed
United States Bankruptcy Court, S.D. Texas · No. 00-34765 · Filed May 22, 2000 · Closed Oct 29, 2004
Role of Robert W Holmes and Patricia R Holmes: Debtor · Outcome: Case closed 2004-10-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX)
Robert Holmes and Stacy Holmes closed
United States Bankruptcy Court, N.D. Texas · No. 98-37034 · Filed Aug 13, 1998 · Closed Aug 13, 1999
Role of Robert Holmes and Stacy Holmes: Debtor · Outcome: Case closed 1999-08-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX); middle initial differs
Robert D. Holmes and Pat G. Holmes closed
United States Bankruptcy Court, W.D. Texas · No. 97-53810 · Filed Jul 24, 1997 · Closed Nov 12, 1997
Role of Robert D. Holmes and Pat G. Holmes: Debtor · Outcome: Case closed 1997-11-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 453 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (TX); middle initial differs
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, 2:23 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

10 differences found between the filings for Robert W. Holmes — 2 worth asking about (compared 45 filings on Oct 24, 2026)

Worth asking · May 15, 2020 – Oct 23, 2024

Robert W. Holmes appears on 4 deals that stopped filing before reaching their target

BKAI Palladium Notes LLC (last filing Oct 23, 2024; $0 sold of $245,582); BKAI ForgeNow Preferred Equity LLC (last filing Oct 31, 2023; $1,253,750 sold of $3,253,750); BKAI Frontier Global UW LLC (last filing Mar 10, 2023; $0 sold of $2,250,000); Training Command Career Academy LLC (last filing May 15, 2020; $200,000 sold of $500,000). 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.

BKAI Palladium Notes LLC — PartnerFacts page ↗BKAI ForgeNow Preferred Equity LLC — PartnerFacts page ↗BKAI Frontier Global UW LLC — PartnerFacts page ↗Training Command Career Academy LLC — PartnerFacts page ↗
Sources
Worth asking · Aug 13, 2020 – Feb 4, 2026

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

Form D filed 86 days after the first sale — BKAI Palladium Notes LLC · Form D filed 585 days after the first sale — BKAI BMG I LLC · Form D filed 51 days after the first sale — BKAI Sail Shallow Bay LLC · Form D filed 19 days after the first sale — BKAI MC Westport LLC · Form D filed 20 days after the first sale — BKAI ForgeNow Notes LLC · and 1 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 · Oct 23, 2024 ↗BKAI Palladium Notes LLC — PartnerFacts page ↗Form D · Mar 10, 2023 ↗BKAI BMG I LLC — PartnerFacts page ↗
Sources
Note · May 1, 2020 – Oct 23, 2024

7 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 — BKAI Palladium Notes LLC (latest filing Oct 23, 2024) · No amendment in the last 12 months on an offering that may still be open — BKAI ForgeNow Preferred Equity LLC (latest filing Oct 31, 2023) · No amendment in the last 12 months on an offering that may still be open — BKAI SFR Savannah LLC (latest filing Jun 24, 2022) · No amendment in the last 12 months on an offering that may still be open — Genesis Alternative Finance Holdings LLC (latest filing Dec 16, 2020) · No amendment in the last 12 months on an offering that may still be open — ForgeNow Holdings LLC (latest filing Nov 18, 2020) · and 2 more

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

Form D · Oct 23, 2024 ↗BKAI Palladium Notes LLC — PartnerFacts page ↗Form D/A · Oct 31, 2023 ↗BKAI ForgeNow Preferred Equity LLC — PartnerFacts page ↗
Sources
Note · Jul 8, 2021 – Dec 9, 2024

Robert W. Holmes's role changed at BKAI ForgeNow II LLC: executive officer, director, promoter → executive officer, promoter

The Jul 8, 2021 filing lists Robert W. Holmes as executive officer, director, promoter; the Dec 9, 2024 Form D lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Jul 8, 2021 ↗Form D · Dec 9, 2024 ↗Robert W. Holmes — PartnerFacts page ↗BKAI ForgeNow II LLC — PartnerFacts page ↗
Sources
Note · Nov 8, 2022 – Oct 31, 2023

Offering amount changed between filings — BKAI ForgeNow Preferred Equity LLC

The Nov 8, 2022 filing says $1,253,750 offered; the Oct 31, 2023 Form D/A says $3,253,750.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Nov 8, 2022 ↗Form D/A (later) · Oct 31, 2023 ↗BKAI ForgeNow Preferred Equity LLC — PartnerFacts page ↗
Sources
Note · Jul 8, 2021 – May 16, 2022

Offering amount changed between filings — ForgeNow Holdings LLC

The Jul 8, 2021 filing says $3,060,000 offered; the May 16, 2022 Form D/A says $4,510,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jul 8, 2021 ↗Form D/A (later) · May 16, 2022 ↗ForgeNow Holdings LLC — PartnerFacts page ↗
Sources
Note · Nov 8, 2022 – Oct 31, 2023

Minimum investment changed between filings — BKAI ForgeNow Preferred Equity LLC

The Nov 8, 2022 filing lists a minimum of $40,000; the Oct 31, 2023 Form D/A lists $20,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Nov 8, 2022 ↗Form D/A (later) · Oct 31, 2023 ↗BKAI ForgeNow Preferred Equity LLC — PartnerFacts page ↗
Sources
Note · Jul 8, 2021 – May 16, 2022

Minimum investment changed between filings — ForgeNow Holdings LLC

The Jul 8, 2021 filing lists a minimum of $50,000; the May 16, 2022 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jul 8, 2021 ↗Form D/A (later) · May 16, 2022 ↗ForgeNow Holdings LLC — PartnerFacts page ↗
Sources
Note · Aug 27, 2024

Same name, different state: "Robert Holmes" (CO) is a separate record

This page covers filings where the address state is TX. A separate record, "Robert Holmes" with address state CO, is listed on 1 filing — most recently by ALLCITY Network Inc. (Aug 27, 2024). Both records have filings in the same period (Aug 27, 2024).

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 Holmes (CO) — PartnerFacts page ↗Form D · Aug 27, 2024 ↗ALLCITY Network Inc. — PartnerFacts page ↗Robert W. Holmes (TX) — this page ↗
Sources
Note · Sep 29, 2010

Same name, different state: "Robert Holmes" (OH) is a separate record

This page covers filings where the address state is TX. A separate record, "Robert Holmes" with address state OH, is listed on 1 filing — most recently by GREEN HARVEST ENERGY LLC (Sep 29, 2010). The two records do not overlap in time: this page runs May 15, 2020 to Jul 10, 2026; the other has one filing dated Sep 29, 2010.

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

Robert Holmes (OH) — PartnerFacts page ↗Form D · Sep 29, 2010 ↗GREEN HARVEST ENERGY LLC — PartnerFacts page ↗Robert W. Holmes (TX) — this page ↗
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

None reported on 40 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 10, 2026 D
BKAI Uptown Tower LLC
File 021-590270
$0$0$0None listed on this filingEDGAR ↗
Jul 9, 2026 D
BKAI Katy Hockley LLC
File 021-590223
$0$0$0None listed on this filingEDGAR ↗
Jul 9, 2026 D
BKAI CAS Hudson Oaks LLC
File 021-590199
$0$0$0None listed on this filingEDGAR ↗
May 1, 2026 D
BKAI Dove Ridge LLC
File 021-582641
$0$0$0None listed on this filingEDGAR ↗
Apr 22, 2026 D
BKAI OpsCompanion LLC
File 021-581515
$0$0$0None listed on this filingEDGAR ↗
Feb 4, 2026 D/A
BKAI Leaderly, LLC
File 021-572279
$0$0$0None listed on this filingEDGAR ↗
Feb 4, 2026 D
BKAI Sail Shallow Bay LLC
File 021-572283
$0$0$0None listed on this filingEDGAR ↗
May 9, 2025 D
BKAI jade owls Preferred Equity LLC
File 021-545665
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2025 D
Genesis Key Man LLC
File 021-538710
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2024 D
BKAI ForgeNow III LLC
File 021-531428
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2024 D
BKAI ForgeNow LLC
File 021-531429
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2024 D
BKAI ForgeNow II LLC
File 021-531430
$0$0$0None listed on this filingEDGAR ↗
Oct 30, 2024 D
BKAI MT Millwork LLC
File 021-528216
$0$0$0None listed on this filingEDGAR ↗
Oct 23, 2024 D
BKAI Palladium Notes LLC
File 021-527590
$0$0$0None listed on this filingEDGAR ↗
Jun 7, 2024 D
BKAI Leaderly, LLC
File 021-515455
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2024 D/A
BKAI MC San Marcos LLC
File 021-508180
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2024 D/A
BKAI Venture I LLC
File 021-508178
$0$0$0None listed on this filingEDGAR ↗
Oct 31, 2023 D/A
BKAI ForgeNow Preferred Equity LLC
File 021-464292
$0$0$0None listed on this filingEDGAR ↗
Aug 14, 2023 D
BKAI jade owls LLC
File 021-489651
$0$0$0None listed on this filingEDGAR ↗
May 8, 2023 D
BKAI Frontier Principals LLC
File 021-481020
$0$0$0None listed on this filingEDGAR ↗
May 8, 2023 D
BKAI MC Westport LLC
File 021-481022
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2023 D
BKAI BMG I LLC
File 021-475411
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2023 D
BKAI Frontier Global UW LLC
File 021-475414
$0$0$0None listed on this filingEDGAR ↗
Dec 21, 2022 D
BKAI GLS II LLC
File 021-468178
$0$0$0None listed on this filingEDGAR ↗
Nov 8, 2022 D
ForgeNow North Texas LLC
File 021-464299
$0$0$0None listed on this filingEDGAR ↗
Jun 24, 2022 D
BKAI GLS I LLC
File 021-450164
$0$0$0None listed on this filingEDGAR ↗
Jun 24, 2022 D
BKAI SFR Savannah LLC
File 021-450167
$0$0$0None listed on this filingEDGAR ↗
May 24, 2022 D
Oak Savanna Solar Investors LLC
File 021-446808
$0$0$0None listed on this filingEDGAR ↗
May 16, 2022 D/A
ForgeNow Holdings LLC
File 021-405631
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2021 D
BKAI ForgeNow Notes LLC
File 021-405941
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2021 D
BKAI ForgeNow II LLC
File 021-405654
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2021 D
BKAI ForgeNow LLC
File 021-387454
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2021 D
BKAI Genesis LLC
File 021-387457
$0$0$0None listed on this filingEDGAR ↗
Dec 16, 2020 D
Genesis Alternative Finance Holdings LLC
File 021-383343
$0$0$0None listed on this filingEDGAR ↗
Nov 18, 2020 D
ForgeNow Holdings LLC
File 021-380862
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2020 D
BKAI Palladium LLC
File 021-376975
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2020 D
Oak Savanna Solar Investors LLC
File 021-376979
$0$0$0None listed on this filingEDGAR ↗
Sep 1, 2020 D
BKAI LIMC, LLC
File 021-374642
$0$0$0None listed on this filingEDGAR ↗
May 15, 2020 D
Training Command Career Academy LLC
File 021-367106
$0$0$0None listed on this filingEDGAR ↗
May 15, 2020 D
BK Alternative Investments - TRACOM LLC
File 021-367095
$0$0$0None listed on this filingEDGAR ↗

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 35

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

BU
Investing · group: Bkai

BKAI Uptown Tower LLC

Rockwall, TX · Jul 10, 2026
  • Jul 10, 2026 · D · $1,500,000 sold of $1,500,000 · 32 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $1.5M from 32 investors (100% of the $1.5M target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BK
Investing · group: Bkai

BKAI Katy Hockley LLC

Rockwall, TX · Jul 9, 2026
  • Jul 9, 2026 · D · $1,000,000 sold of $1,000,000 · 17 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $1M from 17 investors (100% of the $1M target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BC
Investing · group: Bkai

BKAI CAS Hudson Oaks LLC

Rockwall, TX · Jul 9, 2026
  • Jul 9, 2026 · D · $2,800,000 sold of $2,800,000 · 38 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $2.8M from 38 investors (100% of the $2.8M target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BD
Investing · group: Bkai

BKAI Dove Ridge LLC

Rockwall, TX · May 1, 2026
  • May 1, 2026 · D · $0 sold of $2,000,000 · 0 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Investing · group: Bkai

BKAI OpsCompanion LLC

Rockwall, TX · Apr 22, 2026
  • Apr 22, 2026 · D · $100,000 sold of $100,000 · 5 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $100K from 5 investors (100% of the $100K target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BL
Investing · group: Bkai

BKAI Leaderly, LLC

Rockwall, TX · Jun 7, 2024 → Feb 4, 2026 · 3 filings
  • Feb 4, 2026 · D/A · $1,160,000 sold of $1,160,000 · 28 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 4, 2026 · D · $1,160,000 sold of $1,160,000 · 28 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jun 7, 2024 · D · $500,000 sold of $500,000 · 11 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $1.16M from 28 investors (100% of the $1.16M target) as of the latest filing. Robert is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BS
Investing · group: Bkai

BKAI Sail Shallow Bay LLC

Rockwall, TX · Feb 4, 2026
  • Feb 4, 2026 · D · $500,000 sold of $500,000 · 11 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $500K from 11 investors (100% of the $500K target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BJ
Investing · group: Bkai

BKAI jade owls Preferred Equity LLC

Rockwall, TX · May 9, 2025
  • May 9, 2025 · D · $5,000,000 sold of $5,000,000 · 62 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $5M from 62 investors (100% of the $5M target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

GK
Investing · group: Bkai

Genesis Key Man LLC

Rockwall, TX · Feb 20, 2025
  • Feb 20, 2025 · D · $0 sold of $1,130,000 · 0 investors · min. $1,000 · role: Executive Officer, Director, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BF
Investing · group: Bkai

BKAI ForgeNow III LLC

Rockwall, TX · Dec 9, 2024
  • Dec 9, 2024 · D · $1,275,905 sold of $1,275,905 · 21 investors · min. $40,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $1.28M from 21 investors (100% of the $1.28M target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BF
Investing · group: Bkai

BKAI ForgeNow II LLC

Rockwall, TX · Jul 8, 2021 → Dec 9, 2024 · 2 filings
  • Dec 9, 2024 · D · $225,179 sold of $225,179 · 8 investors · min. $4,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jul 8, 2021 · D · $200,000 sold of $200,000 · 10 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $225K from 10 investors (100% of the $225K target) as of the latest filing. Robert is listed as executive officer, promoter, 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: Investing / 506(b) (2,521 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.

BF
Investing · group: Bkai

BKAI ForgeNow LLC

Rockwall, TX · Jan 27, 2021 → Dec 9, 2024 · 2 filings
  • Dec 9, 2024 · D · $583,316 sold of $583,316 · 21 investors · min. $4,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jan 27, 2021 · D · $560,000 sold of $560,000 · 10 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $583K from 21 investors (100% of the $583K target) as of the latest filing. Robert is listed as executive officer, promoter 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: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BM
Investing · group: Bkai

BKAI MT Millwork LLC

Rockwall, TX · Oct 30, 2024
  • Oct 30, 2024 · D · $200,000 sold of $200,000 · 5 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $200K from 5 investors (100% of the $200K target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BP
Investing · group: Bkai

BKAI Palladium Notes LLC

Rockwall, TX · Oct 23, 2024
  • Oct 23, 2024 · D · $0 sold of $245,582 · 4 investors · min. $40,000 · role: Executive Officer, Promoter EDGAR ↗

4 investors reported; no amount sold yet as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
Investing · group: Bkai

BKAI Venture I LLC

Rockwall, TX · Mar 21, 2024 → Apr 4, 2024 · 2 filings
  • Apr 4, 2024 · D/A · $1,930,000 sold of $1,930,000 · 34 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 21, 2024 · D · $1,930,000 sold of $1,930,000 · 34 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $1.93M from 34 investors (100% of the $1.93M target) as of the latest filing. Robert is listed as executive officer, promoter 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: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BM
Investing · group: Bkai

BKAI MC San Marcos LLC

Rockwall, TX · Mar 21, 2024 → Apr 4, 2024 · 2 filings
  • Apr 4, 2024 · D/A · $1,790,800 sold of $1,790,800 · 32 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 21, 2024 · D · $1,790,800 sold of $1,790,800 · 32 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $1.79M from 32 investors (100% of the $1.79M target) as of the latest filing. Robert is listed as executive officer, promoter 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: Investing / 506(b) (2,521 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.

BF
Investing · group: Bkai

BKAI ForgeNow Preferred Equity LLC

Rockwall, TX · Nov 8, 2022 → Oct 31, 2023 · 2 filings
  • Oct 31, 2023 · D/A · $1,253,750 sold of $3,253,750 · 30 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Nov 8, 2022 · D · $1,253,750 sold of $1,253,750 · 30 investors · min. $40,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1.25M from 30 investors (39% of the $3.25M target) as of the latest filing. Robert is listed as executive officer, director, promoter 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: Investing / 506(b) (2,521 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.

BJ
Investing · group: Bkai

BKAI jade owls LLC

Rockwall, TX · Aug 14, 2023
  • Aug 14, 2023 · D · $1,340,000 sold of $1,340,000 · 26 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1.34M from 26 investors (100% of the $1.34M target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BF
Investing · group: Bkai

BKAI Frontier Principals LLC

Rockwall, TX · May 8, 2023
  • May 8, 2023 · D · $2,250,000 sold of $2,250,000 · 5 investors · min. $10,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $2.25M from 5 investors (100% of the $2.25M target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BM
Investing · group: Bkai

BKAI MC Westport LLC

Rockwall, TX · May 8, 2023
  • May 8, 2023 · D · $1,280,000 sold of $1,280,000 · 20 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1.28M from 20 investors (100% of the $1.28M target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BF
Investing · group: Bkai

BKAI Frontier Global UW LLC

Rockwall, TX · Mar 10, 2023
  • Mar 10, 2023 · D · $0 sold of $2,250,000 · 0 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BB
Investing · group: Bkai

BKAI BMG I LLC

Rockwall, TX · Mar 10, 2023
  • Mar 10, 2023 · D · $3,000,000 sold of $3,000,000 · 33 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $3M from 33 investors (100% of the $3M target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BG
Investing · group: Bkai

BKAI GLS II LLC

Rockwall, TX · Dec 21, 2022
  • Dec 21, 2022 · D · $1,000,000 sold of $1,000,000 · 19 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1M from 19 investors (100% of the $1M target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

FN
Other · group: Bkai

ForgeNow North Texas LLC

Rockwall, TX · Nov 8, 2022
  • Nov 8, 2022 · D · $1,253,750 sold of $1,253,750 · 1 investors · min. $1,000,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1.25M from 1 investor (100% of the $1.25M target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BS
Investing · group: Bkai

BKAI SFR Savannah LLC

Rockwall, TX · Jun 24, 2022
  • Jun 24, 2022 · D · $1,460,000 sold of $1,500,000 · 33 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1.46M from 33 investors (97% of the $1.5M target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BG
Investing · group: Bkai

BKAI GLS I LLC

Rockwall, TX · Jun 24, 2022
  • Jun 24, 2022 · D · $1,260,000 sold of $1,260,000 · 31 investors · min. $20,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1.26M from 31 investors (100% of the $1.26M target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

OS
Investing · group: Oak

Oak Savanna Solar Investors LLC

Fort Worth, TX · Oct 2, 2020 → May 24, 2022 · 2 filings
  • May 24, 2022 · D · $1,000,000 sold of $1,000,000 · 1 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Oct 2, 2020 · D · $2,000,000 sold of $2,000,000 · 3 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $2M from 3 investors (100% of the $1M target) as of the latest filing. Robert is listed as executive officer, promoter 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: Investing / 506(b) (2,521 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.

FH
Other · group: Bkai

ForgeNow Holdings LLC

Rockwall, TX · Nov 18, 2020 → May 16, 2022 · 3 filings
  • May 16, 2022 · D/A · $4,510,000 sold of $4,510,000 · 26 investors · min. $10,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Jul 8, 2021 · D · $3,060,000 sold of $3,060,000 · 16 investors · min. $50,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Nov 18, 2020 · D · $1,390,000 sold of $2,000,000 · 1 investors · min. $50,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $4.51M from 26 investors (100% of the $4.51M target) as of the latest filing. Robert is listed as executive officer, director, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

BF
Investing · group: Bkai

BKAI ForgeNow Notes LLC

Rockwall, TX · Jul 13, 2021
  • Jul 13, 2021 · D · $650,000 sold of $650,000 · 10 investors · min. $50,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $650K from 10 investors (100% of the $650K target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

BG
Investing · group: Bkai

BKAI Genesis LLC

Rockwall, TX · Jan 27, 2021
  • Jan 27, 2021 · D · $500,000 sold of $500,000 · 10 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $500K from 10 investors (100% of the $500K target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

GA
Other Health Care · group: Oak

Genesis Alternative Finance Holdings LLC

Dallas, TX · Dec 16, 2020
  • Dec 16, 2020 · D · $2,850,000 sold of $3,330,000 · 1 investors · min. $100,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $2.85M from 1 investor (86% of the $3.33M target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 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.

BP
Investing · group: Bkai

BKAI Palladium LLC

Rockwall, TX · Oct 2, 2020
  • Oct 2, 2020 · D · $360,000 sold of $360,000 · 7 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $360K from 7 investors (100% of the $360K target) as of the latest filing. Robert is listed as executive officer, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BL
Investing · group: Bkai

BKAI LIMC, LLC

Rockwall, TX · Sep 1, 2020
  • Sep 1, 2020 · D · $147,619 sold of $147,619 · 7 investors · min. $18,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $148K from 7 investors (100% of the $148K target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

TC
Other

Training Command Career Academy LLC

Dallas, TX · May 15, 2020
  • May 15, 2020 · D · $200,000 sold of $500,000 · 1 investors · min. $50,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $200K from 1 investor (40% of the $500K target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BA
Investing · group: Bkai

BK Alternative Investments - TRACOM LLC

Rockwall, TX · May 15, 2020
  • May 15, 2020 · D · $200,000 sold of $250,000 · 4 investors · min. $50,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $200K from 4 investors (80% of the $250K target) as of the latest filing. Robert is listed as executive officer, director, 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (8)

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

  • Robert N Holmes, Jr. — KS, 1 issuer, Aug 3, 2009 → Aug 3, 2009 · no shared issuer
  • Robert A Holmes — GA, 1 issuer, Oct 30, 2009 → Oct 30, 2009 · no shared issuer
  • Robert Holmes — OH, 1 issuer, Sep 29, 2010 → Sep 29, 2010 · no shared issuer
  • Robert Alastair Holmes — United Kingdom (as filed: X0), 1 issuer, Dec 4, 2013 → Jan 21, 2015 · no shared issuer
  • Robert H Holmes — NJ, 1 issuer, Oct 23, 2015 → Oct 23, 2015 · no shared issuer
  • Robert Holmes — CO, 1 issuer, Aug 27, 2024 → Aug 27, 2024 · no shared issuer
  • Robert E Holmes — TX, 1 issuer, Feb 22, 2011 → Feb 22, 2011 · no shared issuer
  • Robert R. Holmes, Jr. — TX, 1 issuer, Jan 31, 2022 → Apr 18, 2022 · no shared issuer

People around Robert 4

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

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

Michael Christians

Executive Officer, Director, Promoter · 35 shared filings (28 issuers)

Michael Christians is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

Marvin E. Key

Executive Officer, Director, Promoter · 5 shared filings (3 issuers)

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

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

Todd A. Mehall

Executive Officer, Director, Promoter · 4 shared filings (3 issuers) · also on 2 other issuers

Todd A. Mehall is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Calvin L. Hines

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

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

The team behind the deals

B
Sponsor group

Bkai

32 issuers · 41 filings · $38.5M reported sold · 2020–2026

One team, 32 deal companies. Robert W. Holmes is listed on 32 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 W. Holmes.

O
Sponsor group

Oak

4 issuers · 5 filings · $65.8M reported sold · 2020–2024

One team, 4 deal companies. Robert W. Holmes is listed on 2 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 W. Holmes.

Same business address

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

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

None of the 35 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 W. Holmes 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 35 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert W. Holmes is listed on: none on file. No website or social profile named in BKAI jade owls Preferred Equity LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #71,009 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 (Rockwall, TX). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Texas re:SearchTX court records ↗

Securities regulators

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

Business registries

Texas Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

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