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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:06 AM ET

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Samuel G Spears

Named as an officer, director or promoter on SEC Form D filings · FL · Jul 6, 2020 → May 15, 2025

9deals (issuers)
$95.7Mreported sold
699investors
15Form D filings
2020–2025years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:43 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Samuel G Spears is listed as an executive officer, director, and promoter on 15 SEC Form D filings by 9 issuers between Mar 2019 and May 2025. Largest by amount reported sold: Bourne Seniors Housing V, LLC (Winter Park, FL — other real estate — 2019–2021; $48M reported sold to 376 investors), Bourne Seniors Housing VII, LLC (Winter Park, FL — other real estate — 2022–2025; $40M reported sold to 260 investors), BFG Investors V, LLC (Winter Park, FL — other real estate — 2021–2022; $7.07M reported sold to 62 investors), BFG LMI II, LLC (Winter Park, FL — other real estate — 2020; $650K reported sold to 1 investors), BFG Co-Investment II, LLC (Winter Park, FL — other real estate — 2023) and 4 more (all listed below).

What this means A repeat sponsor — 9 separate companies raised money with this person listed as executive officer, director, and promoter, over about 6 years. Across those companies the filings report $95.7M sold in total.

Listed alongside Stephen K Case (12 shared filings), Robert A. Bourne (10 shared filings), K Bourne Financial Group, LLC (6 shared filings, management entity), Robert Kyle Bourne (4 shared filings), Bourne Financial Group, LLC C. Bourne Financial Group, LLC (3 shared filings, management entity) and 14 others.

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

All 9 issuers belong to the sponsor group Bourne Seniors (17 issuers, $167.4M reported sold, 2014–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Bourne Seniors has 17 companies on file and $167.4M 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 (AZ, CA, DE, TX, WA) — 3 bankruptcy cases matching the name listed in Key records below.

What this means 3 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 15 public filings for Samuel G Spears and found 7 differences, 1 worth asking the sponsor about: Amount sold went down between filings; 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 Samuel G Spears has not run yet — it is joining a line of 6,541 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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, 2:43 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: AZ, CA, DE, TX, WA (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 Samuel G Spears..

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

3. Bankruptcies

3 cases: 3 closed (disposition not in docket feed)

Samuel A. Spears and Olga P. Spears closed
United States Bankruptcy Court, M.D. Alabama · No. 08-80742 · Filed Jun 11, 2008 · Closed Oct 4, 2013
Role of Samuel A. Spears and Olga P. Spears: Debtor · Outcome: Case closed 2013-10-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); court in AL (not a filing state); middle initial differs
Susan Spears and Samuel Spears closed
United States Bankruptcy Court, N.D. Illinois · No. 03-47212 · Filed Nov 19, 2003 · Closed Jun 10, 2004
Role of Samuel Spears: Debtor · Outcome: Case closed 2004-06-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); court in IL (not a filing state)
Samuel H. Spears and Sarah N. Spears closed
United States Bankruptcy Court, M.D. Florida · No. 8:99-bk-01225 · Filed Jan 27, 1999 · Closed May 10, 1999
Role of Samuel H. Spears and Sarah N. Spears: Debtor · Outcome: Case closed 1999-05-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); court in the person's filing state (FL); middle initial differs
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:43 AM ET.

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

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

4. Differences between public sources

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

7 differences found between the filings for Samuel G Spears — 1 worth asking about (compared 15 filings on Oct 24, 2026)

Worth asking · Aug 8, 2022 – Aug 30, 2022

Amount sold went down between filings — Bourne Seniors Housing VII, LLC

The Aug 8, 2022 filing says $40,000,000 sold; the Aug 30, 2022 Form D/A says $0 sold — $40,000,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Note · Nov 2, 2021 – Jun 9, 2022

Offering amount lowered between filings — BFG Investors V, LLC

The Nov 2, 2021 filing says $25,000,000 offered; the Jun 9, 2022 Form D/A says $7,500,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Sources
Note · Oct 14, 2021 – Jun 9, 2022

No amendment in the last 12 months on an offering that may still be open — BFG Investors V, LLC (latest filing Jun 9, 2022)

The latest filing for this offering is dated Jun 9, 2022 (first sale Oct 14, 2021). It reports $7,070,707 sold of $7,500,000 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.

Sources
Note · Apr 22, 2019 – Mar 12, 2021

No amendment in the last 12 months on an offering that may still be open — Bourne Seniors Housing V, LLC (latest filing Mar 12, 2021)

The latest filing for this offering is dated Mar 12, 2021 (first sale Apr 22, 2019). It reports $47,961,994 sold of $75,000,000 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.

Sources
Note · Sep 14, 2020

No amendment in the last 12 months on an offering that may still be open — BFG LMI II, LLC (latest filing Sep 14, 2020)

The latest filing for this offering is dated Sep 14, 2020 (first sale Sep 14, 2020). It reports $650,000 sold of $5,000,000 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.

Sources
Note · Mar 14, 2019 – Jul 6, 2020

Samuel G Spears is written 2 different ways on the filings

listed as "Samuel Spears" on 3 filings (from Mar 14, 2019), and "Samuel G Spears" on 12 filings (from Jul 6, 2020).

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.

Sources
Note · Nov 2, 2021 – Jun 9, 2022

Minimum investment changed between filings — BFG Investors V, LLC

The Nov 2, 2021 filing lists a minimum of $250,000; the Jun 9, 2022 Form D/A lists $50,000.

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

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

5 of 9 offerings report sales commissions totalling $15,386,000; 0 report finder's fees; 8 report proceeds to related persons totalling $5,410,600. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 15, 2025 D/A
Bourne Seniors Housing VII, LLC
File 021-455241
$3,700,000 (est.)$0$1,332,300Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗EDGAR ↗
Aug 17, 2023 D
BFG Co-Investment II, LLC
File 021-490040
$0$0$420,000
The Manager will receive an acquisition fee equal to 1.5% of the Company's share of Total Costs for the acquisition and capital improvement of senior housing communities. The total amount paid will depend on the actual amount of such costs.
None listed on this filingEDGAR ↗
Dec 12, 2022 D
BFG Co-Investment Fund, LLC
File 021-467107
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2022 D/A
BFG Investors V, LLC
File 021-419489
$0$0$426,000 (est.)
Manager was reimbursed organization and offering expenses and receive an acquisition fee.
None listed on this filingEDGAR ↗
Jul 20, 2021 D
Bourne Seniors Housing VI, LLC
File 021-406870
$3,700,000 (est.)$0$1,332,300Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗EDGAR ↗
Mar 12, 2021 D/A
Bourne Seniors Housing V, LLC
File 021-334809
$7,500,000 (est.)$0$1,125,000 (est.)
The Manager will receive acquisition fees equal to 1.5% of the acquisition and development costs of the Company's real estate assets. The total amount paid will depend on the actual amount of such costs.
Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗
Alan R. Druckenmiller BrokerCheck CRD 5191639 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Rodney Bahy Ibrahim BrokerCheck CRD 4358176 ↗
via Aegis Capital Corp. (CRD 15007 ↗)

Jason Corey Griggs BrokerCheck CRD 4795395 ↗
via Arkadios Capital (CRD 282710 ↗)

James O'Neal Mitchell Jr. BrokerCheck CRD 336937 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Jamie Mittiga Powell BrokerCheck CRD 1596875 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Brian Aurey Uphoff BrokerCheck CRD 1569323 ↗
via Calton & Associates, Inc. (CRD 20999 ↗)

Byron Keith Crosby BrokerCheck CRD 2158157 ↗
via Calton & Associates, Inc. (CRD 20999 ↗)

John Treadway Brogdon, Jr. BrokerCheck CRD 1450806 ↗
via Calton & Associates, Inc. (CRD 20999 ↗)

Marc Alan Seeherman BrokerCheck CRD 1131557 ↗
via Calton & Associates, Inc. (CRD 20999 ↗)

Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Tyler Don Sullivan BrokerCheck CRD 5401187 ↗
via Client One Securities LLC (CRD 152974 ↗)

James Franklin Shenk BrokerCheck CRD 2876098 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Benjamin Melvin Schick BrokerCheck CRD 4897243 ↗
via Cobalt Capital, Inc. (CRD 136161 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Dan Holzer BrokerCheck CRD 5779187 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Navinbhai Hirabhai Patel BrokerCheck CRD 6994505 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Sudhir G. Pai BrokerCheck CRD 5928622 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Dakota A. Lawrence BrokerCheck CRD 5255723 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Brad Whalen BrokerCheck CRD 2582276 ↗
via Green Vista Capital, LLC (CRD 293630 ↗)

Samuel Scott Bianchi BrokerCheck CRD 3036667 ↗
via IBN Financial Services, Inc. (CRD 42360 ↗)

Timothy Daniel Nihill BrokerCheck CRD 4220287 ↗
via IBN Financial Services, Inc. (CRD 42360 ↗)

Todd Robert Rhine BrokerCheck CRD 2384366 ↗
via IBN Financial Services, Inc. (CRD 42360 ↗)

Barry Eugene Weed BrokerCheck CRD 816202 ↗
via Intercarolina Financial Services, Inc. (CRD 19475 ↗)

Williams Keen Butcher BrokerCheck CRD 2098675 ↗
via International Assets Advisory, LLC (CRD 10645 ↗)

Alexander Raymond Creede BrokerCheck CRD 6392369 ↗
via International Assets Advisory, LLC (CRD 10645 ↗)

Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Guy Anthony Harrigan BrokerCheck CRD 1817525 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

James Bradley Teegarden BrokerCheck CRD 2812366 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Christopher Brian Pelley BrokerCheck CRD 1008077 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

David Norval Wood BrokerCheck CRD 2306563 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

John Hubert Chaney BrokerCheck CRD 44529 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

Robert Morgan Vance BrokerCheck CRD 1887560 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
SCF Securities, Inc. BrokerCheck CRD 47275 ↗
Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Christopher Michael Dukes BrokerCheck CRD 4712873 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Patrick Morehead BrokerCheck CRD 6661646 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Sheldon Singleton BrokerCheck CRD 2060931 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

John Arthur Doane BrokerCheck CRD 4083486 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Peggy Lynn Romero BrokerCheck CRD 6227087 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Stephen Charles Olsson BrokerCheck CRD 857922 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Arturo J Rodriguez Diaz BrokerCheck CRD 1301783 ↗
via Aegis Capital Corp. (CRD 15007 ↗)

Martin Hunter McFarlin BrokerCheck CRD 2838151 ↗
via Arkadios Capital (CRD 282710 ↗)

William Louis Herford BrokerCheck CRD 2066018 ↗
via Arkadios Capital (CRD 282710 ↗)

Jason Christopher Cook BrokerCheck CRD 4349388 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Robert Boris Hardcastle BrokerCheck CRD 1101791 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

TJ Iwan Setro BrokerCheck CRD 1428815 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Douglas Stephen Drelich BrokerCheck CRD 2459757 ↗
via Client One Securities LLC (CRD 152974 ↗)

Donald Neal Sullivan BrokerCheck CRD 1979017 ↗
via Client One Securities LLC (CRD 152974 ↗)

Jay Reid Porter BrokerCheck CRD 1123708 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Roy Vincent Pfleger BrokerCheck CRD 5896655 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Michael Edward O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

William Christopher Duffy BrokerCheck CRD 6726333 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Philippus Theunis Van Staden BrokerCheck CRD 4489166 ↗
via Green Vista Capital, LLC (CRD 293630 ↗)

Randall George Skrabonja BrokerCheck CRD 1858245 ↗
via Green Vista Capital, LLC (CRD 293630 ↗)

Hantz Financial Services, Inc. BrokerCheck CRD 46047 ↗
Carnell Moore BrokerCheck CRD 2715870 ↗
via International Assets Advisory, LLC (CRD 10645 ↗)

David Peter Reiss BrokerCheck CRD 6591492 ↗
via International Assets Advisory, LLC (CRD 10645 ↗)

Reina Loree Schlager BrokerCheck CRD 2370434 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Cindy Larue Crossett BrokerCheck CRD 5868822 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Ken Levin BrokerCheck CRD 2823854 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Michael Robert Rubenstein BrokerCheck CRD 5445954 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Stephen Wayne Wingard BrokerCheck CRD 2746603 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

John Patrick Shortal BrokerCheck CRD 2233172 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)
EDGAR ↗
Sep 14, 2020 D
BFG LMI II, LLC
File 021-375402
$0$0$202,500 (est.)
Manager will be reimbursed organization expenses and receive an acquisition fee. Estimate is based on the offering being fully subscribed for maximum amount of $5,000,000.
None listed on this filingEDGAR ↗
Jul 6, 2020 D
BFG Murrells Inlet Investors, LLC
File 021-370288
$226,000 (est.)$0$282,500 (est.)
Use of Proceeds includes organization and offering expenses, selling commissions, marketing and due diligence, placement and wholesaler fees. The estimate is based on the offering being fully subscribed for a total maximum offering of $11,300,000.
Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
EDGAR ↗
Jul 6, 2020 D
BFG LMI, LLC
File 021-370296
$260,000 (est.)$0$290,000 (est.)
Use of Proceeds includes organization and offering expenses, selling commissions, marketing and due diligence, placement and wholesaler fees. The estimate is based on the offering being fully subscribed for a total maximum offering of $4,000,000.
Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗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 9

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

Other Real Estate · group: Bourne Seniors

Bourne Seniors Housing VII, LLC

Winter Park, FL · Aug 8, 2022 → May 15, 2025 · 4 filings
  • May 15, 2025 · D/A · $15,175,425 sold of $40,000,000 · 260 investors · min. $25,000 · role: Promoter EDGAR ↗
  • Aug 30, 2022 · D/A · $0 sold of $40,000,000 · 0 investors · min. $25,000 · role: Promoter EDGAR ↗
  • Aug 8, 2022 · D/A · $40,000,000 sold of $40,000,000 · 0 investors · min. $25,000 · role: Promoter EDGAR ↗
  • Aug 8, 2022 · D · $40,000,000 sold of $40,000,000 · 0 investors · min. $25,000 · role: Promoter EDGAR ↗

Raised $40M from 260 investors (100% of the $40M target) as of the latest filing. Samuel is listed as promoter on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Real Estate · group: Bourne Seniors

BFG Co-Investment II, LLC

Winter Park, FL · Aug 17, 2023
  • Aug 17, 2023 · D · $0 sold of $10,000,000 · 0 investors · min. $50,000 · role: Executive Officer, Promoter (CFO and Member of Board of Managers of Sole Member of Manager.) EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Real Estate · group: Bourne Seniors

BFG Co-Investment Fund, LLC

Winter Park, FL · Dec 12, 2022
  • Dec 12, 2022 · D · $0 sold of $5,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Director, Promoter (Chief Financial Officer and Member of Board of Managers of Sole Member of Issuer's Manager) EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Real Estate · group: Bourne Seniors

BFG Investors V, LLC

Winter Park, FL · Nov 2, 2021 → Jun 9, 2022 · 2 filings
  • Jun 9, 2022 · D/A · $7,070,707 sold of $7,500,000 · 62 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Nov 2, 2021 · D · $0 sold of $25,000,000 · 0 investors · min. $250,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $7.07M from 62 investors (94% of the $7.5M target) as of the latest filing. Samuel is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Real Estate · group: Bourne Seniors

Bourne Seniors Housing VI, LLC

Winter Park, FL · Jul 20, 2021
  • Jul 20, 2021 · D · $0 sold of $40,000,000 · 0 investors · min. $25,000 · role: Promoter EDGAR ↗

No sales reported yet as of the latest filing. Samuel is listed as promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Real Estate · group: Bourne Seniors

Bourne Seniors Housing V, LLC

Winter Park, FL · Mar 14, 2019 → Mar 12, 2021 · 3 filings
  • Mar 12, 2021 · D/A · $47,961,994 sold of $75,000,000 · 376 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2020 · D/A · $27,680,979 sold of $75,000,000 · 225 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2019 · D · $0 sold of $75,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $48M from 376 investors (64% of the $75M target) as of the latest filing. Samuel is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Real Estate · group: Bourne Seniors

BFG LMI II, LLC

Winter Park, FL · Sep 14, 2020
  • Sep 14, 2020 · D · $650,000 sold of $5,000,000 · 1 investors · min. $500,000 · role: Executive Officer, Promoter (Chief Financial Officer of the Sole Member of the Issuer's Manager) EDGAR ↗

Raised $650K from 1 investor (13% of the $5M target) as of the latest filing. Samuel is listed as executive officer, promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Real Estate · group: Bourne Seniors

BFG LMI, LLC

Winter Park, FL · Jul 6, 2020
  • Jul 6, 2020 · D · $0 sold of $4,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Promoter (Chief Financial Officer of the Sole Member of the Issuer's Manager) EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Real Estate · group: Bourne Seniors

BFG Murrells Inlet Investors, LLC

Winter Park, FL · Jul 6, 2020
  • Jul 6, 2020 · D · $0 sold of $11,300,000 · 0 investors · min. $100,000 · role: Executive Officer, Promoter (Chief Financial Officer of the Sole Member of the Issuer's Manager) EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Samuel 19

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

Management entity

K Bourne Financial Group, LLC

Director, Promoter · 6 shared filings (3 issuers)

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

Management entity

G BFG Murrells Inlet Manager, LLC

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

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

Management entity

G Bourne Financial Group, LLC

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

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

Management entity

G Cobalt Capital, Inc.

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

Management entity

Kyle Bourne Financial Group, LLC

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

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

Management entity

K Bel Air Co-Invest Manager, LLC

Director, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

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

Stephen K Case

Executive Officer, Promoter, Director · 12 shared filings (8 issuers)

Stephen K Case is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert A. Bourne

Executive Officer, Promoter, Director · 10 shared filings (6 issuers) · also on 10 other issuers

Robert A. Bourne is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert Kyle Bourne

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

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

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

R. Kyle Bourne

Executive Officer · 3 shared filings (1 issuer) · also on 5 other issuers

R. Kyle Bourne is on 6 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. Kelley

Executive Officer · 3 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

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

Robert A. Bourne Financial Group

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

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

Robert Bourne

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

Listed on the same filings as Samuel G Spears. Their page shows their other deals.

The team behind the deals

Sponsor group

Bourne Seniors

17 issuers · 28 filings · $167.4M reported sold · 2014–2025

One team, 17 deal companies. Samuel G Spears 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 Samuel G Spears.

Same business address

20 other issuers file from the same address

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 9 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 Samuel G Spears 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 Samuel G Spears is listed on: none on file. No website or social profile named in Bourne Seniors Housing VII, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #71,422 of 374,652 in line (14 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 (Winter Park, FL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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