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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:43 AM ET

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Sam Gillespie

Named as an officer, director or promoter on SEC Form D filings · TX · Feb 3, 2017 → Jan 30, 2020

10deals (issuers)
$20.01Breported sold
813investors
24Form D filings
2017–2020years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:38 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Sam Gillespie is listed as an executive officer on 24 SEC Form D filings by 10 issuers between Feb 2017 and Jan 2020. Largest by amount reported sold: Invesco Core Real Estate - U.S.A., L.P. (Dallas, TX — pooled investment fund — 2017–2020; $12.59B reported sold to 306 investors), Invesco U.S. Income Fund, L.P. (Dallas, TX — pooled investment fund — 2017–2020; $4.37B reported sold to 75 investors), Invesco Commercial Mortgage Income - U.S. Fund, L.P. (Dallas, TX — pooled investment fund — 2017–2019; $2.14B reported sold to 36 investors), Invesco U.S. Value-Add Fund V, L.P. (Dallas, TX — pooled investment fund — 2017–2019; $700M reported sold to 15 investors), Invesco Strategic Opportunities III, L.P. (Dallas, TX — pooled investment fund — 2018–2019; $205M reported sold to 6 investors) and 5 more (all listed below).

What this means That is a lot of deals — 10 separate companies raised money with this person listed as executive officer, over about 3 years. Across those companies the filings report $20.01B sold in total.

Listed alongside Michael C. Kirby (24 shared filings), Paul Michaels (24 shared filings), Peter Feinberg (24 shared filings), Beth Zayicek (23 shared filings), R. Scott Dennis (23 shared filings) and 33 others.

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

All 10 issuers belong to the sponsor group Invesco (82 issuers, $31.3B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Invesco has 82 companies on file and $31.3B 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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, 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 24 public filings for Sam Gillespie and found 18 differences, 4 worth asking the sponsor about: Investor count went down between filings; Sam Gillespie is no longer listed on the Feb 1, 2021 amendment; 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 Sam Gillespie has not run yet — it is joining a line of 26,217 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

None found in sources searched — 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, 2:38 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: VA (crawled Oct 23, 2026)

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 Sam Gillespie..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, 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, 2:38 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 Sam Gillespie — 4 worth asking about (compared 24 filings on Oct 24, 2026)

Worth asking · Feb 4, 2016 – Feb 3, 2017

Investor count went down between filings — Invesco Core Real Estate - U.S.A., L.P.

The Feb 4, 2016 filing reports 138 investors; the Feb 3, 2017 Form D/A reports 117 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) · Feb 4, 2016 ↗Form D/A (later) · Feb 3, 2017 ↗Invesco Core Real Estate - U.S.A., L.P. — PartnerFacts page ↗
Sources
Note · Jul 28, 2017 – Jan 24, 2019

No amendment in the last 12 months on an offering that may still be open — Invesco U.S. Value-Add Fund V, L.P. (latest filing Jan 24, 2019)

The latest filing for this offering is dated Jan 24, 2019 (first sale Jul 28, 2017). It reports $700,000,000 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 · Jan 24, 2019 ↗Invesco U.S. Value-Add Fund V, L.P. — PartnerFacts page ↗
Sources
Note · May 18, 2018 – Jan 18, 2019

No amendment in the last 12 months on an offering that may still be open — Invesco Strategic Opportunities III, L.P. (latest filing Jan 18, 2019)

The latest filing for this offering is dated Jan 18, 2019 (first sale May 18, 2018). It reports $205,000,000 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 · Jan 18, 2019 ↗Invesco Strategic Opportunities III, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 30, 2020 – Feb 1, 2021

Sam Gillespie is no longer listed on the Feb 1, 2021 amendment — Invesco U.S. Income Fund, L.P.

Sam Gillespie appears on the Jan 30, 2020 Form D/A (executive officer) but not on the Feb 1, 2021 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 · Jan 30, 2020 ↗Form D/A · Feb 1, 2021 ↗Sam Gillespie — PartnerFacts page ↗Invesco U.S. Income Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 30, 2020 – Feb 1, 2021

Sam Gillespie is no longer listed on the Feb 1, 2021 amendment — Invesco Core Real Estate - U.S.A., L.P.

Sam Gillespie appears on the Jan 30, 2020 Form D/A (executive officer) but not on the Feb 1, 2021 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 · Jan 30, 2020 ↗Form D/A · Feb 1, 2021 ↗Sam Gillespie — PartnerFacts page ↗Invesco Core Real Estate - U.S.A., L.P. — PartnerFacts page ↗
Sources
Worth asking · Jun 26, 2019 – Jun 19, 2020

Sam Gillespie is no longer listed on the Jun 19, 2020 amendment — Invesco Commercial Mortgage Income - U.S. Fund, L.P.

Sam Gillespie appears on the Jun 26, 2019 Form D/A (executive officer) but not on the Jun 19, 2020 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 · Jun 26, 2019 ↗Form D/A · Jun 19, 2020 ↗Sam Gillespie — PartnerFacts page ↗Invesco Commercial Mortgage Income - U.S. Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jun 26, 2019 – Jun 19, 2020

Minimum investment changed between filings — Invesco Commercial Mortgage Income - U.S. Fund, L.P.

The Jun 26, 2019 filing lists a minimum of $1,578,947; the Jun 19, 2020 Form D/A lists $3,157,895.

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

Form D/A (earlier) · Jun 26, 2019 ↗Form D/A (later) · Jun 19, 2020 ↗Invesco Commercial Mortgage Income - U.S. Fund, L.P. — PartnerFacts page ↗
Sources
Note · Oct 2, 2017 – Jun 26, 2019

Minimum investment changed between filings — Invesco Commercial Mortgage Income - U.S. Fund, L.P.

The Oct 2, 2017 filing lists a minimum of $10,000,000; the Jun 26, 2019 Form D/A lists $1,578,947.

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

Form D/A (earlier) · Oct 2, 2017 ↗Form D/A (later) · Jun 26, 2019 ↗Invesco Commercial Mortgage Income - U.S. Fund, L.P. — PartnerFacts page ↗
Sources
Note · Feb 1, 2018 – Feb 1, 2019

Minimum investment changed between filings — Invesco U.S. Income Fund, L.P.

The Feb 1, 2018 filing lists a minimum of $5,000,000; the Feb 1, 2019 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) · Feb 1, 2018 ↗Form D/A (later) · Feb 1, 2019 ↗Invesco U.S. Income Fund, L.P. — PartnerFacts page ↗
Sources
Note · Feb 1, 2018 – Feb 1, 2019

Minimum investment changed between filings — Invesco Core Real Estate - U.S.A., L.P.

The Feb 1, 2018 filing lists a minimum of $500,000; the Feb 1, 2019 Form D/A lists $50,000.

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

Form D/A (earlier) · Feb 1, 2018 ↗Form D/A (later) · Feb 1, 2019 ↗Invesco Core Real Estate - U.S.A., L.P. — PartnerFacts page ↗
Sources
Note · Aug 15, 2017 – Oct 2, 2017

Minimum investment changed between filings — Invesco Commercial Mortgage Income - U.S. Fund, L.P.

The Aug 15, 2017 filing lists a minimum of $0; the Oct 2, 2017 Form D/A lists $10,000,000.

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

Form D/A (earlier) · Aug 15, 2017 ↗Form D/A (later) · Oct 2, 2017 ↗Invesco Commercial Mortgage Income - U.S. Fund, L.P. — PartnerFacts page ↗
Sources
Note · Feb 4, 2016 – Feb 3, 2017

Minimum investment changed between filings — Invesco U.S. Income Fund, L.P.

The Feb 4, 2016 filing lists a minimum of $10,000,000; the Feb 3, 2017 Form D/A lists $5,000,000.

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

Form D/A (earlier) · Feb 4, 2016 ↗Form D/A (later) · Feb 3, 2017 ↗Invesco U.S. Income Fund, L.P. — PartnerFacts page ↗
Sources
Note · Feb 4, 2016 – Feb 3, 2017

Minimum investment changed between filings — Invesco Core Real Estate - U.S.A., L.P.

The Feb 4, 2016 filing lists a minimum of $10,000,000; the Feb 3, 2017 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) · Feb 4, 2016 ↗Form D/A (later) · Feb 3, 2017 ↗Invesco Core Real Estate - U.S.A., L.P. — PartnerFacts page ↗
Sources
Note · May 2, 2013 – Jul 14, 2015

Industry group changed between filings — Invesco U.S. Income Fund, L.P.

"Pooled Investment Fund" (May 2, 2013 to Dec 10, 2013); then "Other Real Estate" (Jan 16, 2015 to Apr 8, 2015); then "Pooled Investment Fund" (Jul 14, 2015 to Jan 21, 2026).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · May 2, 2013 ↗Form D/A · Jan 16, 2015 ↗Form D/A · Jul 14, 2015 ↗Invesco U.S. Income Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jul 14, 2010 – Jul 14, 2015

Industry group changed between filings — Invesco Core Real Estate - U.S.A., L.P.

"Pooled Investment Fund" (Jul 14, 2010 to Oct 7, 2014); then "Other Real Estate" (Jan 16, 2015); then "Commercial" (Apr 13, 2015); then "Pooled Investment Fund" (Jul 14, 2015 to Dec 23, 2025).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D/A · Jul 14, 2010 ↗Form D/A · Jan 16, 2015 ↗Form D/A · Apr 13, 2015 ↗Form D/A · Jul 14, 2015 ↗
Sources
Note · May 2, 2013 – Jul 14, 2015

Reported net asset value range changed between filings — Invesco U.S. Income Fund, L.P.

"No Aggregate Net Asset Value" (May 2, 2013); then "Decline to Disclose" (Jul 14, 2015).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · May 2, 2013 ↗Form D/A · Jul 14, 2015 ↗Invesco U.S. Income Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jul 14, 2010 – Jul 14, 2015

Reported net asset value range changed between filings — Invesco Core Real Estate - U.S.A., L.P.

"Over $100,000,000" (Jul 14, 2010); then "Decline to Disclose" (Jul 14, 2015).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D/A · Jul 14, 2010 ↗Form D/A · Jul 14, 2015 ↗Invesco Core Real Estate - U.S.A., L.P. — PartnerFacts page ↗
Sources
Note · Jan 16, 2015 – Apr 13, 2015

Reported revenue range changed between filings — Invesco Core Real Estate - U.S.A., L.P.

"Decline to Disclose" (Jan 16, 2015); then "Over $100,000,000" (Apr 13, 2015).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D/A · Jan 16, 2015 ↗Form D/A · Apr 13, 2015 ↗Invesco Core Real Estate - U.S.A., L.P. — PartnerFacts 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

3 of 10 offerings report sales commissions totalling $18,750; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 30, 2020 D/A
Invesco Core Real Estate - U.S.A., L.P.
File 021-69951
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗EDGAR ↗
Jan 30, 2020 D/A
Invesco U.S. Income Fund, L.P.
File 021-195917
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Jun 26, 2019 D/A
Invesco Commercial Mortgage Income - U.S. Fund, L.P.
File 021-286326
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
May 16, 2019 D
Invesco ESC Strategic Opportunities III, L.P.
File 021-339811
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Jan 24, 2019 D/A
Invesco U.S. Value-Add Fund V, L.P.
File 021-289010
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Jan 24, 2019 D
Invesco ESC U.S. Value-Add Fund V, L.P.
File 021-331326
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Jan 18, 2019 D/A
Invesco Strategic Opportunities III, L.P.
File 021-302863
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Nov 13, 2017 D
AXIS CMI REIT, LLC
File 021-298539
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 13, 2017 D
Invesco U.S. Income Massachusetts REIT Holdings, LLC
File 021-298535
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 13, 2017 D
Invesco CMI REIT, LLC
File 021-298544
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 10

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

IU
Pooled Investment Fund · group: Invesco

Invesco U.S. Income Fund, L.P.

Dallas, TX · Feb 3, 2017 → Jan 30, 2020 · 4 filings
  • Jan 30, 2020 · D/A · $1,023,360,577 sold of Indefinite · 19 investors · min. $500,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 1, 2019 · D/A · $834,510,577 sold of Indefinite · 17 investors · min. $500,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 1, 2018 · D/A · $586,710,000 sold of Indefinite · 11 investors · min. $5,000,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 3, 2017 · D/A · $416,610,000 sold of Indefinite · 7 investors · min. $5,000,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $4.37B from 75 investors as of the latest filing. Sam is listed as executive officer on 4 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.

IC
Pooled Investment Fund · group: Invesco

Invesco Core Real Estate - U.S.A., L.P.

Dallas, TX · Feb 3, 2017 → Jan 30, 2020 · 4 filings
  • Jan 30, 2020 · D/A · $9,063,135,207 sold of Indefinite · 150 investors · min. $50,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 1, 2019 · D/A · $8,707,014,614 sold of Indefinite · 133 investors · min. $50,000 · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Feb 1, 2018 · D/A · $7,756,025,170 sold of Indefinite · 127 investors · min. $500,000 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • Feb 3, 2017 · D/A · $7,101,708,602 sold of Indefinite · 117 investors · min. $500,000 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗

Raised $12.59B from 306 investors as of the latest filing. Sam is listed as executive officer on 4 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.

IC
Pooled Investment Fund · group: Invesco

Invesco Commercial Mortgage Income - U.S. Fund, L.P.

Dallas, TX · May 9, 2017 → Jun 26, 2019 · 5 filings
  • Jun 26, 2019 · D/A · $1,265,000,000 sold of Indefinite · 14 investors · min. $1,578,947 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • Oct 2, 2017 · D/A · $595,000,000 sold of Indefinite · 9 investors · min. $10,000,000 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • Aug 15, 2017 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jun 7, 2017 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗
  • May 9, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗

Raised $2.14B from 36 investors as of the latest filing. Sam is listed as 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.

IE
Pooled Investment Fund · group: Invesco

Invesco ESC Strategic Opportunities III, L.P.

Dallas, TX · May 16, 2019
  • May 16, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

No sales reported yet as of the latest filing. Sam is listed as executive officer.

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.

IE
Pooled Investment Fund · group: Invesco

Invesco ESC U.S. Value-Add Fund V, L.P.

Dallas, TX · Jan 24, 2019
  • Jan 24, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

No sales reported yet as of the latest filing. Sam is listed as executive officer.

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.

IU
Pooled Investment Fund · group: Invesco

Invesco U.S. Value-Add Fund V, L.P.

Dallas, TX · Jun 19, 2017 → Jan 24, 2019 · 4 filings
  • Jan 24, 2019 · D/A · $700,000,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jan 11, 2019 · D/A · $594,444,444 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Oct 20, 2017 · D/A · $215,000,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jun 19, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $700M from 15 investors as of the latest filing. Sam is listed as executive officer on 4 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.

IS
Pooled Investment Fund · group: Invesco

Invesco Strategic Opportunities III, L.P.

Dallas, TX · Jan 10, 2018 → Jan 18, 2019 · 2 filings
  • Jan 18, 2019 · D/A · $205,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗
  • Jan 10, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of Invesco Realty, Inc.) EDGAR ↗

Raised $205M from 6 investors as of the latest filing. Sam is listed as 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. "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.

IC
REITS and Finance · group: Invesco

Invesco CMI REIT, LLC

Dallas, TX · Nov 13, 2017
  • Nov 13, 2017 · D · $62,500 sold of $62,500 · 125 investors · min. $500 · role: Executive Officer (Proper Officer of Invesco Commercial Mortgage Income Fund HoldCo GP, LLC) EDGAR ↗

Raised $63K from 125 investors (100% of the $63K target) as of the latest filing. Sam is listed as executive officer.

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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AC
REITS and Finance · group: Invesco

AXIS CMI REIT, LLC

Dallas, TX · Nov 13, 2017
  • Nov 13, 2017 · D · $62,500 sold of $62,500 · 125 investors · min. $500 · role: Executive Officer (Vice President of Invesco Realty Inc.) EDGAR ↗

Raised $63K from 125 investors (100% of the $63K target) as of the latest filing. Sam is listed as executive officer.

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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

IU
REITS and Finance · group: Invesco

Invesco U.S. Income Massachusetts REIT Holdings, LLC

Dallas, TX · Nov 13, 2017
  • Nov 13, 2017 · D · $62,500 sold of $62,500 · 125 investors · min. $500 · role: Executive Officer (Vice President and Assistant Secretary of Issuer) EDGAR ↗

Raised $63K from 125 investors (100% of the $63K target) as of the latest filing. Sam is listed as executive officer.

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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Sam 38

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

IR
Management entity

INVESCO REALTY, INC.

Executive Officer · 22 shared filings (8 issuers) · also on 15 other issuers

INVESCO REALTY, INC. is on 23 issuers in total — a repeat sponsor. Their page lists every one.

IC
Management entity

IRI CMIF, LLC

Executive Officer · 6 shared filings (2 issuers)

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

IF
Management entity

IRI Fund V, LLC

Executive Officer · 5 shared filings (2 issuers)

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

IC
Management entity

IRI CORE I, L.P.

Executive Officer · 4 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

IC
Management entity

IRI CORE-GP, LLC

Executive Officer · 4 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

II
Management entity

IRI INCOME I, L.P.

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

II
Management entity

IRI INCOME-GP, LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

IU
Management entity

Invesco U.S. Income REIT, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

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

Paul Michaels

Executive Officer · 24 shared filings (10 issuers) · also on 16 other issuers

Paul Michaels is on 26 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 C. Kirby

Executive Officer · 24 shared filings (10 issuers) · also on 24 other issuers

Michael C. Kirby is on 34 issuers in total — a repeat sponsor. Their page lists every one.

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

Peter Feinberg

Executive Officer · 24 shared filings (10 issuers) · also on 13 other issuers

Peter Feinberg is on 23 issuers in total — a repeat sponsor. Their page lists every one.

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

R. Scott Dennis

Executive Officer · 23 shared filings (9 issuers) · also on 16 other issuers

R. Scott Dennis is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

Beth Zayicek

Executive Officer · 23 shared filings (9 issuers) · also on 11 other issuers

Beth Zayicek is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert Harris Rigsby

Executive Officer · 22 shared filings (8 issuers) · also on 10 other issuers

Robert Harris Rigsby is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Lee Phegley

Executive Officer · 20 shared filings (10 issuers) · also on 19 other issuers

Lee Phegley is on 29 issuers in total — a repeat sponsor. Their page lists every one.

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

Bert Crouch

Executive Officer · 17 shared filings (9 issuers) · also on 9 other issuers

Bert Crouch is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Jay Hurley

Executive Officer · 17 shared filings (9 issuers) · also on 7 other issuers

Jay Hurley is on 16 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

Bill Grubbs

Executive Officer · 17 shared filings (9 issuers) · also on 6 other issuers

Bill Grubbs is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Dan Kubiak

Executive Officer · 17 shared filings (9 issuers) · also on 4 other issuers

Dan Kubiak is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

Ronald L. Ragsdale

Executive Officer · 15 shared filings (6 issuers) · also on 10 other issuers

Ronald L. Ragsdale is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Duncan Walker

Executive Officer · 6 shared filings (4 issuers) · also on 12 other issuers

Duncan Walker is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Jason W. Geer

Executive Officer · 5 shared filings (3 issuers) · also on 11 other issuers

Jason W. Geer is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Tracy Green

Executive Officer · 4 shared filings (4 issuers) · also on 110 other issuers

Tracy Green is on 114 issuers in total — a repeat sponsor. Their page lists every one.

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

R. Lee Phegley, Jr.

Executive Officer · 4 shared filings (2 issuers) · also on 6 other issuers

R. Lee Phegley, Jr. is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

MARK W. GREGSON

Executive Officer · 2 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

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

Ron Ragsdale

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

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

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

Cain Kirk

Executive Officer · 1 shared filing (1 issuer) · also on 8 other issuers

Cain Kirk is on 9 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

Sally Kittles

Executive Officer · 1 shared filing (1 issuer) · also on 5 other issuers

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

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

Art Fong

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

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

Perry Chudnoff

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

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

Tom Hurst

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

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

Jeff Cavanaugh

Executive Officer · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

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

Ronald Ragsdale

Executive Officer · 1 shared filing (1 issuer) · also on 10 other issuers

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

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

Jason Jason Geer

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

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

Jackson Lapin

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Sam Gillespie. Their page shows their other deals.

The team behind the deals

I
Sponsor group

Invesco

82 issuers · 260 filings · $31.3B reported sold · 2009–2026

One team, 82 deal companies. Sam Gillespie is listed on 10 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 Sam Gillespie.

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

Adviser registration (Form ADV)

None of the 10 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 Sam Gillespie 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 10 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Sam Gillespie is listed on: none on file. No website or social profile named in Invesco Core Real Estate - U.S.A., L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #48,215 of 374,652 in line (1,307 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 (Dallas, TX). 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) ↗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

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