Sponsor Check › Person
Related person on Form D filings · address states as listed: NY, CA · listed Jun 28, 2013 → Aug 21, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet
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Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM ET.
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
10 of 20 offerings report sales commissions totalling $17,767,321; 0 report finder's fees; 1 reports proceeds to related persons totalling $181,500. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Aug 21, 2026 D/A File 021-555380 | $191,667 | $0 | $0 Customary management fees are paid to the Investment Manager as disclosed in each Issuer's offering documents. | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ Gallatin Capital LLC BrokerCheck CRD 124738 ↗ Stifel, Nicolaus & Co., Inc. BrokerCheck CRD 793 ↗ Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗ |
| EDGAR ↗ | Aug 13, 2026 D/A File 021-545656 | $7,000,000 (est.) | $0 | $0 | BlackRock Investments, LLC BrokerCheck CRD 38642 ↗ via BlackRock Investments, LLC (CRD 38642 ↗) UBS Financial Services Inc. BrokerCheck CRD 8174 ↗ via UBS Financial Services Inc. (CRD 8174 ↗) Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗ via Citigroup Global Markets Inc. (CRD 7059 ↗) |
| EDGAR ↗ | Dec 30, 2025 D/A File 021-469191 | $881,109 (est.) | $0 | $0 Customary management fees are paid to the Investment Manager as set forth in the Partnership Agreement. | PJT Partners LP BrokerCheck CRD 171058 ↗ |
| EDGAR ↗ | Jul 30, 2025 D File 021-553184 | $0 | $0 | $0 Customary management fees are paid to the Investment Manager as disclosed in the Issuer's offering documents. | None listed on this filing |
| EDGAR ↗ | Dec 30, 2024 D/A File 021-501115 | $18,750 (est.) | $0 | $0 Customary management fees are paid to the Investment Manager as set forth in the Partnership Agreement | PJT Partners LP BrokerCheck CRD 171058 ↗ Keel Harbour Capital Limited no CRD number reported via Frontier Solutions, LLC (CRD 136102 ↗) |
| EDGAR ↗ | Sep 26, 2024 D File 021-525042 | $0 | $0 | $0 Customary management fees are paid to the Investment Manager as disclosed in each Issuer's offering documents. | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ Gallatin Capital LLC BrokerCheck CRD 124738 ↗ Stifel, Nicolaus & Co., Inc. BrokerCheck CRD 793 ↗ Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗ |
| EDGAR ↗ | May 10, 2023 D File 021-481399 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 2, 2023 D/A File 021-390958 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 16, 2022 D/A File 021-419556 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2022 D/A File 021-371743 | $9,644,545 (est.) | $0 | $0 Customary management fees are paid to the General Partner as disclosed in the fund documentation. | Stifel, Nicolaus & Co., Inc. BrokerCheck CRD 793 ↗ Gallatin Capital LLC BrokerCheck CRD 124738 ↗ Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗ Vigilant Distributors, LLC BrokerCheck CRD 285573 ↗ Profor Securities, LLC BrokerCheck CRD 136084 ↗ Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗ Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗ |
| EDGAR ↗ | Jan 19, 2022 D File 021-429930 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 13, 2022 D File 021-429190 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jul 14, 2021 D File 021-406153 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 22, 2021 D File 021-387064 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Aug 11, 2020 D/A File 021-318761 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 21, 2017 D/A File 021-267489 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 29, 2016 D File 021-277251 | $6,250 | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Phyllis J. Johnson (CRD 1020488 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) |
| EDGAR ↗ | Oct 1, 2014 D/A File 021-95788 | $0 | $0 | $181,500 (est.) Dollar amount is based on estimated payments per year. | None listed on this filing |
| EDGAR ↗ | Jun 27, 2014 D/A File 021-198766 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 21, 2013 D File 021-204980 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Fundamental Partners V LP group: Fco | Executive Officer Chief Financial Officer of Issuer's General Partner | Aug 21, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $57,400,000 | 16 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Monticello Debt Real Estate Investment Trust group: Blackrock | Executive Officer Secretary, General Counsel | Aug 13, 2026 | D/A | Indefinite similar: $125,000–$125,000 | $349,137,503 | 955 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Fundamental Solar Finance LP group: Fco | Executive Officer Chief Financial Officer of Issuer's General Partner | Dec 30, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $572,588,000 | 17 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Monticello Debt Real Estate Investment Trust group: Blackrock | Executive Officer Secretary, General Counsel | Dec 12, 2025 | D/A | Indefinite similar: $125,000–$125,000 | $115,183,500 | 202 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Fundamental Partners V LP group: Fco | Executive Officer Chief Financial Officer of Issuer's General Partner | Aug 20, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | Fundamental Partners V (Overflow) LP group: Fco | Executive Officer Chief Financial Officer of the Issuer's General Partner | Jul 30, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Monticello Debt Real Estate Investment Trust group: Blackrock | Executive Officer Secretary, General Counsel | May 9, 2025 | D | Indefinite similar: $125,000–$125,000 | $0 | 0 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Fundamental Solar Finance LP group: Fco | Executive Officer Chief Financial Officer of Issuer's General Partner | Dec 30, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $551,623,000 | 13 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | Fundamental Solar Finance (Insurance) LP group: Fco | Executive Officer Chief Financial Officer of the Issuer's General Partner | Dec 30, 2024 | D/A | $396,100,000 similar: $155,000–$5,250,000 | $396,100,000 | 5 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | Fundamental Partners V LP group: Fco | Executive Officer Chief Financial Officer of Issuer's General Partner | Sep 26, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | Fundamental Solar Finance (Insurance) LP group: Fco | Executive Officer Chief Financial Officer of the Issuer's General Partner | Dec 29, 2023 | D | $600,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | Fundamental Solar Finance LP group: Fco | Executive Officer Chief Financial Officer of Issuer's General Partner | Dec 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $454,250,000 | 10 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | AFV Concerto Co-Invest (US), L.P. | Executive Officer | May 10, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $8,648,385 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock US CRE Debt Fund - C7 LP group: Blackrock | Executive Officer Officer of the General Partner | Mar 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $432,770,538 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Fundamental Solar Finance LP group: Fco | Executive Officer Chief Financial Officer of Issuer's General Partner | Dec 30, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | AFV Sentinel Co-Invest (US), L.P. | Executive Officer | Nov 16, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $86,523,501 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Fundamental Partners IV LP group: Fco | Executive Officer Chief Financial Officer of Issuer's General Partner | Jul 19, 2022 | D/A | $1,382,348,000 similar: $155,000–$5,250,000 | $1,382,348,000 | 1570 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock US CRE Debt Fund - C7 LP group: Blackrock | Executive Officer Officer of the General Partner | Mar 2, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $432,770,538 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock NAF REIT LLC group: Blackrock | Executive Officer | Jan 19, 2022 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Carbon Capital VII LLC group: Blackrock | Executive Officer | Jan 13, 2022 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | AFV Sentinel Co-Invest (US), L.P. | Executive Officer | Nov 2, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $86,523,501 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | UpRoar Technologies, Inc. | Executive Officer, Director | Jul 14, 2021 | D | $8,000,000 similar: $1,100,015–$10,001,163 | $1,000,000 | 1 similar: 2–14 | $1,000,000 similar: $5,000–$50,000 |
| EDGAR ↗ | BlackRock US CRE Debt Fund - C7 LP group: Blackrock | Executive Officer Officer of the General Partner | Mar 2, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $247,040,658 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BLK RE Origination, LLC group: Blackrock | Executive Officer | Jan 22, 2021 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | BlackRock US Real Estate Senior Mezzanine Debt Fund LP group: Blackrock | Executive Officer Officer of the General Partner | Aug 11, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $715,000,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock US Real Estate Senior Mezzanine Debt Fund LP group: Blackrock | Executive Officer Officer of the General Partner | Aug 8, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $215,000,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock US Real Estate Senior Mezzanine Debt Fund LP group: Blackrock | Executive Officer Officer of the General Partner | Aug 8, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carbon Capital VI LP group: Blackrock | Executive Officer Officer of the General Partner | Jul 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $566,580,000 | 25 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carbon Capital VI LLC group: Blackrock | Executive Officer Secretary | Dec 29, 2016 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Carbon Capital VI LP group: Blackrock | Executive Officer Officer of the General Partner | Jul 21, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $270,100,000 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Granite Property Fund, Inc. group: Blackrock | Executive Officer Secretary | Oct 1, 2014 | D/A | Indefinite similar: $125,000–$125,000 | $3,682,226,612 | 197 similar: 124–125 | $400,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CARBON CAPITAL V, INC. group: Blackrock | Executive Officer | Jun 27, 2014 | D/A | $750,000,000 similar: $125,000–$125,000 | $385,500,000 | 11 similar: 124–125 | $1,000,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CARBON CAPITAL V, INC. group: Blackrock | Executive Officer | Oct 21, 2013 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CARBON CAPITAL V, INC. group: Blackrock | Executive Officer | Jun 28, 2013 | D | $750,000,000 | $385,500,000 | 11 | $1,000,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); Other Technology / 506(b) (17,390 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.
Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as Robert Weiss. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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