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

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Robert Marc Wagman

Named as an officer, director or promoter on SEC Form D filings · CA · Oct 13, 2010 → Apr 7, 2016

9deals (issuers)
$813.1Mreported sold
543investors
36Form D filings
2010–2016years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert Marc Wagman is listed as an executive officer and director on 36 SEC Form D filings by 9 issuers between Mar 2009 and Apr 2016. Largest by amount reported sold: Advanced Capital Intelligence Global Income Opportunities Fund LP (San Francisco, CA — pooled investment fund — 2009–2015; $346M reported sold to 98 investors), GLOBAL REAL ESTATE OPPORTUNITIES LP (Los Angeles, CA — pooled investment fund — 2009–2015; $219.7M reported sold to 179 investors), GLOBAL CAPITAL OPPORTUNITIES LP (Los Angeles, CA — pooled investment fund — 2009–2015; $168.9M reported sold to 116 investors), Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. (San Francisco, CA — pooled investment fund — 2012–2016; $51.9M reported sold to 96 investors), Aspiriant Holdings, LLC (Los Angeles, CA — investing — 2012–2016; $7.94M reported sold to 35 investors) and 4 more (all listed below).

What this means A repeat sponsor — 9 separate companies raised money with this person listed as executive officer and director, over about 7 years. Across those companies the filings report $813.1M sold in total.

Listed alongside Michael Harris Kossman (36 shared filings), Robert Joseph Francais (36 shared filings), Advanced Capital Intelligence, LLC (28 shared filings, management entity), Marc Sangree Primiani (28 shared filings), Karen Ruth Blodgett (27 shared filings) and 30 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 9 issuers belong to the sponsor group Aspiriant (12 issuers, $912.7M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Aspiriant has 12 companies on file and $912.7M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.

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

We compared 36 public filings for Robert Marc Wagman and found 18 differences, 7 worth asking the sponsor about: Investor count went down between filings; Form D filed 1,476 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 Marc Wagman has not run yet — it is joining a line of 53,030 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

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

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

2. Regulatory actions

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

What was searched

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

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

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

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

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

4. Differences between public sources

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

18 differences found between the filings for Robert Marc Wagman — 7 worth asking about (compared 36 filings on Oct 24, 2026)

Note · Apr 28, 2010 – Aug 13, 2010

Bankruptcy case: Nikolai Bikoriz and Elena Kharitonova — filed Apr 28, 2010

United States Bankruptcy Court, E.D. California docket "Nikolai Bikoriz and Elena Kharitonova" filed Apr 28, 2010, closed Aug 13, 2010. Paul Nikolai (listed on the same filings) is listed as Debtor ("Nikolai Bikoriz and Elena Kharitonova"). Our match estimate: 70%.

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

Docket · United States Bankruptcy Court, E.D. California ↗Paul Nikolai — PartnerFacts page ↗
Sources
Note · Jun 5, 1992 – May 3, 1993

Bankruptcy case: Advanced Intelligence Corporation — filed Jun 5, 1992

United States Bankruptcy Court, C.D. California docket "Advanced Intelligence Corporation" filed Jun 5, 1992, closed May 3, 1993. Advanced Capital Intelligence, LLC (listed on the same filings) is listed as Party ("Advanced Intelligence Corporation"). Our match estimate: 60%.

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

Docket · United States Bankruptcy Court, C.D. California ↗Advanced Capital Intelligence, LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 6, 2014 – Mar 5, 2015

Investor count went down between filings — GLOBAL CAPITAL OPPORTUNITIES LP

The Mar 6, 2014 filing reports 109 investors; the Mar 5, 2015 Form D/A reports 108 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 6, 2014 ↗Form D/A (later) · Mar 5, 2015 ↗GLOBAL CAPITAL OPPORTUNITIES LP — PartnerFacts page ↗
Sources
Worth asking · Mar 6, 2014 – Mar 5, 2015

Investor count went down between filings — GLOBAL REAL ESTATE OPPORTUNITIES LP

The Mar 6, 2014 filing reports 178 investors; the Mar 5, 2015 Form D/A reports 173 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 6, 2014 ↗Form D/A (later) · Mar 5, 2015 ↗GLOBAL REAL ESTATE OPPORTUNITIES LP — PartnerFacts page ↗
Sources
Worth asking · Jan 15, 2014 – Jan 15, 2015

Investor count went down between filings — Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P.

The Jan 15, 2014 filing reports 96 investors; the Jan 15, 2015 Form D/A reports 94 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jan 15, 2014 ↗Form D/A (later) · Jan 15, 2015 ↗Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. — PartnerFacts page ↗
Sources
Note · Jan 12, 2017

Robert Marc Wagman appears on 1 deal that stopped filing before reaching its target

Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. (last filing Jan 12, 2017; $51,925,000 sold of $500,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 31, 2011 – Jan 15, 2016

Form D filed 1,476 days after the first sale — Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P.

The filing says the first sale was Dec 31, 2011. The Form D was filed Jan 15, 2016 — 1,476 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1,461 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Jan 15, 2016 ↗Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. — PartnerFacts page ↗
Sources
Note · Dec 31, 2011 – Jan 17, 2012

Form D filed 17 days after the first sale — Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P.

The filing says the first sale was Dec 31, 2011. The Form D was filed Jan 17, 2012 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jan 17, 2012 ↗Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. — PartnerFacts page ↗
Sources
Note · Aug 1, 2008 – Mar 5, 2015

No amendment in the last 12 months on an offering that may still be open — Advanced Capital Intelligence Global Income Opportunities Fund LP (latest filing Mar 5, 2015)

The latest filing for this offering is dated Mar 5, 2015 (first sale Aug 1, 2008). It reports $346,033,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D/A · Mar 5, 2015 ↗Advanced Capital Intelligence Global Income Opportunities Fund LP — PartnerFacts page ↗
Sources
Note · Dec 31, 2011 – Jan 15, 2015

No amendment in the last 12 months on an offering that may still be open — Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. (latest filing Jan 15, 2015)

The latest filing for this offering is dated Jan 15, 2015 (first sale Dec 31, 2011). It reports $51,825,000 sold of $500,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D/A · Jan 15, 2015 ↗Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 15, 2016 – Jan 12, 2017

Robert Marc Wagman is no longer listed on the Jan 12, 2017 amendment — Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P.

Robert Marc Wagman appears on the Jan 15, 2016 Form D (director) but not on the Jan 12, 2017 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Jan 15, 2016 ↗Form D/A · Jan 12, 2017 ↗Robert Marc Wagman — PartnerFacts page ↗Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 5, 2015 – Mar 24, 2016

Robert Marc Wagman is no longer listed on the Mar 24, 2016 amendment — GLOBAL CAPITAL OPPORTUNITIES LP

Robert Marc Wagman appears on the Mar 5, 2015 Form D/A (executive officer, director) but not on the Mar 24, 2016 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Mar 5, 2015 ↗Form D/A · Mar 24, 2016 ↗Robert Marc Wagman — PartnerFacts page ↗GLOBAL CAPITAL OPPORTUNITIES LP — PartnerFacts page ↗
Sources
Worth asking · Mar 5, 2015 – Mar 24, 2016

Robert Marc Wagman is no longer listed on the Mar 24, 2016 amendment — GLOBAL REAL ESTATE OPPORTUNITIES LP

Robert Marc Wagman appears on the Mar 5, 2015 Form D/A (executive officer, director) but not on the Mar 24, 2016 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Mar 5, 2015 ↗Form D/A · Mar 24, 2016 ↗Robert Marc Wagman — PartnerFacts page ↗GLOBAL REAL ESTATE OPPORTUNITIES LP — PartnerFacts page ↗
Sources
Note · Mar 12, 2010 – Jan 15, 2016

6 role changes for the same people across filings

Robert Marc Wagman's role changed at Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P.: executive officer, director → director · Robert Marc Wagman's role changed at ASPIRIANT, LLC: executive officer, director → director · Robert Marc Wagman's role changed at Aspiriant Holdings, LLC: executive officer, director → director · Robert Marc Wagman's role changed at GLOBAL CAPITAL OPPORTUNITIES LP: executive officer → executive officer, director · Robert Marc Wagman's role changed at Advanced Capital Intelligence Global Income Opportunities Fund LP: executive officer → executive officer, director · and 1 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · Jan 15, 2015 ↗Form D · Jan 15, 2016 ↗Robert Marc Wagman — PartnerFacts page ↗Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. — PartnerFacts page ↗
Sources
Note · Mar 12, 2010 – Mar 10, 2011

Minimum investment changed between filings — GLOBAL CAPITAL OPPORTUNITIES LP

The Mar 12, 2010 filing lists a minimum of $1,000,000; the Mar 10, 2011 Form D/A lists $500,000.

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

Form D/A (earlier) · Mar 12, 2010 ↗Form D/A (later) · Mar 10, 2011 ↗GLOBAL CAPITAL OPPORTUNITIES LP — PartnerFacts page ↗
Sources
Note · Mar 13, 2009 – Jul 13, 2012

Robert Marc Wagman is written 3 different ways on the filings

listed as "Robert Wagman" on 8 filings (from Mar 13, 2009), and "Robert Marc Wagman" on 21 filings (from Oct 13, 2010), and "Robert M. Wagman" on 7 filings (from Jul 13, 2012).

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

Form D/A · Mar 13, 2009 ↗Form D · Oct 13, 2010 ↗Form D · Jul 13, 2012 ↗Robert Marc Wagman — PartnerFacts page ↗
Sources
Note · May 16, 2018

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

This page covers filings where the address state is CA. A separate record, "Robert Wagman" with address state OH, is listed on 1 filing — most recently by Eleanor Holdings Inc. (May 16, 2018). The two records do not overlap in time: this page runs Oct 13, 2010 to Apr 7, 2016; the other has one filing dated May 16, 2018.

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 Wagman (OH) — PartnerFacts page ↗Form D · May 16, 2018 ↗Eleanor Holdings Inc. — PartnerFacts page ↗Robert Marc Wagman (CA) — this page ↗
Sources
Note · Jul 13, 2012 – Mar 3, 2017

5 address changes between filings

Address moved from San Francisco, CA to Los Angeles, CA — GLOBAL CAPITAL OPPORTUNITIES LP · Address moved from San Francisco, CA to Los Angeles, CA — GLOBAL REAL ESTATE OPPORTUNITIES LP · Address moved from San Francisco, CA to Los Angeles, CA — Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. · Address moved from San Francisco, CA to Los Angeles, CA — ASPIRIANT, LLC · Address moved from San Francisco, CA to Los Angeles, CA — Aspiriant Holdings, LLC

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Mar 24, 2016 ↗Form D/A · Mar 3, 2017 ↗GLOBAL CAPITAL OPPORTUNITIES LP — PartnerFacts page ↗Form D/A · Mar 24, 2016 ↗
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 13 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
Apr 7, 2016 D
ASPIRIANT, LLC
File 021-260840
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2016 D
ASPIRIANT HOLDINGS 4, LLC
File 021-260836
$0$0$0None listed on this filingEDGAR ↗
Mar 21, 2016 D
ASPIRIANT HOLDINGS S3, LLC
File 021-259685
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2016 D
ASPIRIANT, LLC
File 021-255298
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2016 D
Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P.
File 021-255301
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2016 D
Aspiriant Holdings, LLC
File 021-255295
$0$0$0None listed on this filingEDGAR ↗
Mar 5, 2015 D/A
GLOBAL REAL ESTATE OPPORTUNITIES LP
File 021-99001
$0$0$0None listed on this filingEDGAR ↗
Mar 5, 2015 D/A
Advanced Capital Intelligence Global Income Opportunities Fund LP
File 021-122452
$0$0$0None listed on this filingEDGAR ↗
Mar 5, 2015 D/A
GLOBAL CAPITAL OPPORTUNITIES LP
File 021-123647
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2015 D/A
Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P.
File 021-171956
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2012 D
Aspiriant Holdings, LLC
File 021-181182
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2012 D
ASPIRIANT, LLC
File 021-181215
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2010 D
Aspiriant Investment Advisors, LLC
File 021-149002
$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 9

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

A
Investing · group: Aspiriant

ASPIRIANT, LLC

Los Angeles, CA · Jul 13, 2012 → Apr 7, 2016 · 3 filings
  • Apr 7, 2016 · D · $5,044,698 sold of $5,044,698 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 15, 2016 · D · $5,763,576 sold of $5,763,576 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 13, 2012 · D · $4,585,958 sold of $4,585,958 · 1 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $6.92M from 3 investors (100% of the $5.04M target) as of the latest filing. Robert is listed as director, executive officer 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.

AH
Other · group: Aspiriant

ASPIRIANT HOLDINGS 4, LLC

Los Angeles, CA · Apr 7, 2016
  • Apr 7, 2016 · D · $5,044,698 sold of $5,044,698 · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $5.04M from 1 investor (100% of the $5.04M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AH
Investing · group: Aspiriant

ASPIRIANT HOLDINGS S3, LLC

Los Angeles, CA · Mar 21, 2016
  • Mar 21, 2016 · D · $5,694,915 sold of $5,694,915 · 3 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $5.69M from 3 investors (100% of the $5.69M target) as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Aspiriant

Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P.

San Francisco, CA · Jan 17, 2012 → Jan 15, 2016 · 5 filings
  • Jan 15, 2016 · D · $51,925,000 sold of $500,000,000 · 88 investors · min. $250,000 · role: Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Jan 15, 2015 · D/A · $51,825,000 sold of $500,000,000 · 94 investors · min. $250,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Jan 15, 2014 · D/A · $50,442,000 sold of $500,000,000 · 96 investors · min. $250,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Jan 15, 2013 · D/A · $49,827,000 sold of $500,000,000 · 82 investors · min. $250,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Jan 17, 2012 · D · $26,718,815 sold of $500,000,000 · 71 investors · min. $250,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗

Raised $51.9M from 96 investors (10% of the $500M target) as of the latest filing. Robert is listed as director, executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AH
Investing · group: Aspiriant

Aspiriant Holdings, LLC

Los Angeles, CA · Jul 13, 2012 → Jan 15, 2016 · 2 filings
  • Jan 15, 2016 · D · $953,746 sold of $953,746 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 13, 2012 · D · $4,585,958 sold of $4,585,958 · 10 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $7.94M from 35 investors (100% of the $954K target) as of the latest filing. Robert is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Aspiriant

Advanced Capital Intelligence Global Income Opportunities Fund LP

San Francisco, CA · Mar 13, 2009 → Mar 5, 2015 · 8 filings
  • Mar 5, 2015 · D/A · $346,033,000 sold of Indefinite · 98 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 6, 2014 · D/A · $282,853,000 sold of Indefinite · 98 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 7, 2013 · D/A · $268,107,000 sold of Indefinite · 95 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 8, 2012 · D/A · $194,685,000 sold of Indefinite · 68 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 10, 2011 · D/A · $126,480,000 sold of Indefinite · 51 investors · min. $500,000 · role: Executive Officer, Director (of Aspiriant, LLC, the the sole managing member of Advanced Capital Intelligence, LLC, the general partner of the issuer) EDGAR ↗
  • Mar 12, 2010 · D/A · $90,434,447 sold of Indefinite · 31 investors · min. $500,000 · role: Executive Officer (of Aspiriant, LLC, the investment adviser of the issuer.) EDGAR ↗
  • Mar 13, 2009 · D/A · $49,200,000 sold of Indefinite · 20 investors · min. $500,000 · role: Executive Officer (of Aspiriant, LLC, the sole member of Advance Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 13, 2009 · D/A · $49,200,000 sold of Indefinite · 20 investors · min. $500,000 · role: Executive Officer (of Aspiriant, LLC, the sole member of Advance Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗

Raised $346M from 98 investors as of the latest filing. Robert is listed as executive officer, director on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GC
Pooled Investment Fund · group: Aspiriant

GLOBAL CAPITAL OPPORTUNITIES LP

Los Angeles, CA · Mar 13, 2009 → Mar 5, 2015 · 8 filings
  • Mar 5, 2015 · D/A · $147,850,000 sold of Indefinite · 108 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer) EDGAR ↗
  • Mar 6, 2014 · D/A · $126,080,000 sold of Indefinite · 109 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer) EDGAR ↗
  • Mar 7, 2013 · D/A · $117,520,000 sold of Indefinite · 96 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer) EDGAR ↗
  • Mar 8, 2012 · D/A · $99,660,000 sold of Indefinite · 88 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $85,030,000 sold of Indefinite · 74 investors · min. $500,000 · role: Executive Officer, Director (of Aspiriant, LLC, the sole managing member of Advanced Capital Intelligence, LLC, the general partner of the issuer) EDGAR ↗
  • Mar 12, 2010 · D/A · $77,000,000 sold of Indefinite · 54 investors · min. $1,000,000 · role: Executive Officer (of Aspiriant, LLC, the investment adviser of the issuer.) EDGAR ↗
  • Mar 13, 2009 · D/A · $64,835,000 sold of Indefinite · 44 investors · min. $1,000,000 · role: Executive Officer (of Aspiriant, LLC, the sole member of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 13, 2009 · D/A · $64,835,000 sold of Indefinite · 44 investors · min. $1,000,000 · role: Executive Officer (of Aspiriant, LLC, the sole member of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗

Raised $168.9M from 116 investors as of the latest filing. Robert is listed as executive officer, director on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GR
Pooled Investment Fund · group: Aspiriant

GLOBAL REAL ESTATE OPPORTUNITIES LP

Los Angeles, CA · Mar 13, 2009 → Mar 5, 2015 · 7 filings
  • Mar 5, 2015 · D/A · $196,038,000 sold of Indefinite · 173 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 6, 2014 · D/A · $170,035,000 sold of Indefinite · 178 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 7, 2013 · D/A · $159,920,000 sold of Indefinite · 164 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 8, 2012 · D/A · $134,778,021 sold of Indefinite · 155 investors · min. $500,000 · role: Executive Officer, Director (of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗
  • Mar 10, 2011 · D/A · $101,940,000 sold of Indefinite · 140 investors · min. $500,000 · role: Executive Officer, Director (of Aspiriant, LLC, the sole managing member of Advanced Capital Intelligence, LLC, the general partner of the issuer) EDGAR ↗
  • Mar 12, 2010 · D/A · $85,310,000 sold of Indefinite · 122 investors · min. $500,000 · role: Executive Officer (of Aspiriant, LLC, the investment adviser of the issuer.) EDGAR ↗
  • Mar 13, 2009 · D/A · $52,015,000 sold of Indefinite · 108 investors · min. $500,000 · role: Executive Officer (of Aspiriant, LLC, the sole member of Advanced Capital Intelligence, LLC, the general partner of the issuer.) EDGAR ↗

Raised $219.7M from 179 investors as of the latest filing. Robert is listed as executive officer, director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AI
Other Banking and Financial Services · group: Aspiriant

Aspiriant Investment Advisors, LLC

Cincinnati, OH · Oct 13, 2010
  • Oct 13, 2010 · D · $912,085 sold of $912,085 · 12 investors · min. No minimum reported · role: Executive Officer, Director (of the Issuer) EDGAR ↗

Raised $912K from 12 investors (100% of the $912K target) as of the latest filing. Robert is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

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

Other pages with the same name (2)

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

  • Robert L. Wagman — OH, 1 issuer, Feb 6, 2019 → May 30, 2025 · no shared issuer
  • Robert Wagman — OH, 1 issuer, May 16, 2018 → May 16, 2018 · no shared issuer

People around Robert 35

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

AC
Management entity

Advanced Capital Intelligence, LLC

Executive Officer, Promoter · 28 shared filings (4 issuers)

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

AH
Management entity

Aspiriant Holdings Corporation

Executive Officer, Promoter · 17 shared filings (4 issuers)

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

A
Management entity

Aspiriant, LLC

Promoter, Executive Officer · 12 shared filings (4 issuers)

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

AH
Management entity

Aspiriant Holdings S2, LLC

Executive Officer, Promoter · 10 shared filings (3 issuers)

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

RA
Management entity

Ruth Aspiriant Holdings S2, LLC

Executive Officer, Promoter · 3 shared filings (1 issuer)

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

RA
Management entity

Ruth Aspiriant Holdings Corporation

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

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

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

Robert Joseph Francais

Executive Officer · 36 shared filings (9 issuers) · also on 1 other issuer

Robert Joseph Francais is on 10 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

Michael Harris Kossman

Executive Officer, Director · 36 shared filings (9 issuers) · also on 3 other issuers

Michael Harris Kossman is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Marc Sangree Primiani

Executive Officer · 28 shared filings (9 issuers) · also on 1 other issuer

Marc Sangree Primiani is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Kenneth Jeffery Anderson

Director · 27 shared filings (8 issuers) · also on 2 other issuers

Kenneth Jeffery Anderson is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Karen Ruth Blodgett

Director · 27 shared filings (8 issuers) · also on 1 other issuer

Karen Ruth Blodgett is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Jason Terrance Thomas

Executive Officer · 22 shared filings (7 issuers) · also on 2 other issuers

Jason Terrance Thomas is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Brett Allen Gookin

Director · 19 shared filings (7 issuers)

Brett Allen Gookin is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Bret Magpiong

Executive Officer · 18 shared filings (8 issuers) · also on 2 other issuers

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

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

Thomas G. Tracy

Executive Officer · 15 shared filings (9 issuers) · also on 1 other issuer

Thomas G. Tracy is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

John Allen

Executive Officer, Director · 13 shared filings (8 issuers) · also on 3 other issuers

John Allen is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Putnam Fitzhugh

Director · 13 shared filings (6 issuers)

Michael Putnam Fitzhugh is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Gregory R. Schick

Director · 9 shared filings (6 issuers)

Gregory R. Schick is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Weisman

Director · 9 shared filings (4 issuers)

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

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

Tim Kochis

Executive Officer, Director · 8 shared filings (3 issuers)

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

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

Timothy Reynolds

Director · 6 shared filings (6 issuers)

Timothy Reynolds is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

MICHAEL B. WEISSMAN

Director · 5 shared filings (4 issuers)

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

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

Carl D. Forster

Director, Executive Officer · 5 shared filings (4 issuers)

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

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

Kenneth Charles Gott

Executive Officer · 4 shared filings (4 issuers)

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

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

Jennifer Kenning

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

Jennifer Kenning is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Stephen Timothy Kochis

Director · 3 shared filings (3 issuers)

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

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

Carl D. Forster

Director · 3 shared filings (2 issuers) · also on 4 other issuers

Carl D. Forster is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

CARL FORSTER

Director · 2 shared filings (2 issuers)

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

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

Bradley A. Weber

Director · 1 shared filing (1 issuer)

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

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

John P. Petrie

Director · 1 shared filing (1 issuer)

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

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

Michael Angell

Director · 1 shared filing (1 issuer)

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

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

Michael B. Weismann

Director · 1 shared filing (1 issuer)

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

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

John P. Basford

Director · 1 shared filing (1 issuer)

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

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

David C. Grecsek

Executive Officer · 1 shared filing (1 issuer)

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

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

Paul Nikolai

Director · 1 shared filing (1 issuer) · also on 4 other issuers

Paul Nikolai is on 5 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

A
Sponsor group

Aspiriant

12 issuers · 87 filings · $912.7M reported sold · 2009–2026

One team, 12 deal companies. Robert Marc Wagman is listed on 9 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 Marc Wagman.

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)

A person is never an adviser firm. 5 of the 9 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): ASPIRIANT, LLC, GLOBAL CAPITAL OPPORTUNITIES LP, GLOBAL REAL ESTATE OPPORTUNITIES LP, Advanced Capital Intelligence Global Income Opportunities Fund LP, Aspiriant Investment Advisors, LLC.

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 Marc Wagman 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 9 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert Marc Wagman is listed on: none on file. No website or social profile named in GLOBAL CAPITAL OPPORTUNITIES LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #219,030 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 (Los Angeles, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗Franklin County OH Clerk of Courts ↗

Securities regulators

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

Business registries

California Secretary of State business search ↗Ohio Secretary of State business search ↗OpenCorporates ↗

Change history

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