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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:42 AM ET

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Shari Vershell

Named as an officer, director or promoter on SEC Form D filings · NY · Nov 17, 2014 → Oct 9, 2026

6deals (issuers)
$1.55Breported sold
232investors
32Form D filings
2014–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Shari Vershell is listed as an executive officer on 32 SEC Form D filings by 6 issuers between Nov 2014 and Oct 2026. Largest by amount reported sold: MidCap FinCo Ltd (Dublin 2, Ireland (as filed: L2) — other banking and financial services — 2014–2015; $1.28B reported sold to 14 investors), MC Feeder Ltd (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2014–2015; $94.6M reported sold to 9 investors), AX Essential Retail Portfolio, DST (New York, NY — other real estate — 2025–2026; $91.5M reported sold to 118 investors), AX DG St. Louis, DST (New York, NY — other real estate — 2025; $42.5M reported sold to 35 investors), AX Diversified Retail Portfolio, DST (New York, NY — other real estate — 2026; $25.6M reported sold to 45 investors) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer, over about 12 years. Across those companies the filings report $1.55B sold in total.

Listed alongside James Zelter (32 shared filings), Martin B. Kelly (32 shared filings), Apollo RE Exchange, LLC (23 shared filings, management entity), Benjamin Israel (23 shared filings), Brian Carney (23 shared filings) and 47 others.

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

All 6 issuers belong to the sponsor group Apollo (520 issuers, $556.2B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Apollo has 520 companies on file and $556.2B 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) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 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 32 public filings for Shari Vershell and found 7 differences, 2 worth asking the sponsor about: Bankruptcy case: Rodney Reno Reynolds and Vershell Evett Reynolds; 5 filings report more than 10% of the money raised going to insiders; 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 Shari Vershell has not run yet — it is joining a line of 26,002 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, 2:15 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 Shari Vershell..

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

2 cases: 2 closed (disposition not in docket feed)

Nina Vershell Robinson closed
United States Bankruptcy Court, N.D. Illinois · No. 18-26689 · Filed Sep 21, 2018 · Closed Jan 22, 2019
Role of Nina Vershell Robinson: Debtor · Outcome: Case closed 2019-01-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 2 federal dockets); different first name (nina); court in IL (not a filing state)
Rodney Reno Reynolds and Vershell Evett Reynolds closed
United States Bankruptcy Court, D. South Carolina · No. 08-01716 · Filed Mar 25, 2008 · Closed Aug 18, 2011
Role of Rodney Reno Reynolds and Vershell Evett Reynolds: Debtor · Outcome: Case closed 2011-08-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (1 person in Form D filings, 2 federal dockets); surname only in the caption; court in SC (not a filing state)
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, 2:15 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 Shari Vershell — 2 worth asking about (compared 32 filings on Oct 24, 2026)

Worth asking · Mar 25, 2008 – Aug 18, 2011

Bankruptcy case: Rodney Reno Reynolds and Vershell Evett Reynolds — filed Mar 25, 2008

United States Bankruptcy Court, D. South Carolina docket "Rodney Reno Reynolds and Vershell Evett Reynolds" filed Mar 25, 2008, closed Aug 18, 2011. Shari Vershell is listed as Debtor ("Rodney Reno Reynolds and Vershell Evett Reynolds"). Our match estimate: 40%.

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

Sources
Worth asking · Jul 30, 2025 – Aug 27, 2026

5 filings report more than 10% of the money raised going to insiders

101% of the money raised went to insiders — AX Diversified Retail Portfolio, DST · 135% of the money raised went to insiders — AX DG St. Louis, DST · 19% of the money raised went to insiders — AX Diversified Retail Portfolio, DST · 16% of the money raised went to insiders — AX Essential Retail Portfolio, DST · 13% of the money raised went to insiders — AX DG St. Louis, DST

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Sources
Note · Nov 25, 2025 – Dec 11, 2025

Form D filed 16 days after the first sale — AX Essential Retail Portfolio, DST

The filing says the first sale was Nov 25, 2025. The Form D was filed Dec 11, 2025 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 days past that.

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

Sources
Note · Nov 1, 2014 – Nov 17, 2014

Form D filed 16 days after the first sale — MidCap FinCo Ltd

The filing says the first sale was Nov 1, 2014. The Form D was filed Nov 17, 2014 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 days past that.

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

Sources
Note · Nov 1, 2014 – Nov 17, 2014

Form D filed 16 days after the first sale — MC Feeder Ltd

The filing says the first sale was Nov 1, 2014. The Form D was filed Nov 17, 2014 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 days past that.

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

Sources
Note · Nov 1, 2014 – Dec 15, 2015

5 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — MC Feeder Ltd (latest filing Dec 15, 2015) · No amendment in the last 12 months on an offering that may still be open — MidCap FinCo Ltd (latest filing Dec 15, 2015) · No amendment in the last 12 months on an offering that may still be open — MidCap FinCo Ltd (latest filing May 14, 2015) · No amendment in the last 12 months on an offering that may still be open — MidCap FinCo Ltd (latest filing Apr 10, 2015) · No amendment in the last 12 months on an offering that may still be open — MC Feeder Ltd (latest filing Nov 17, 2014)

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

Sources
Note · Nov 17, 2014 – Feb 6, 2015

Minimum investment changed between filings — MidCap FinCo Ltd

The Nov 17, 2014 filing lists a minimum of $1,000,000; the Feb 6, 2015 Form D/A lists $0.

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

3 of 10 offerings report sales commissions totalling $14,530,000; 0 report finder's fees; 3 report proceeds to related persons totalling $2,749,500. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 9, 2026 D/A
AX Diversified Retail Portfolio, DST
File 021-592827
$5,817,000 (est.)$0 (est.)$1,155,000 (est.)
Item 16 is an estimate of offering and organizational expenses that may accrue to one or more Related Persons.
Orrin Barrow BrokerCheck CRD 6784158 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Richard Gann BrokerCheck CRD 4623806 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Simon Brower BrokerCheck CRD 4496781 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Thomas Olsen BrokerCheck CRD 7338381 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Michael Taromina BrokerCheck CRD 8039082 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Sarah Beth Veloz BrokerCheck CRD 6221867 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)

Brianna Armstrong BrokerCheck CRD 7570195 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Jacob Driver BrokerCheck CRD 7738978 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)
EDGAR ↗
Sep 28, 2026 D/A
AX Essential Retail Portfolio, DST
File 021-566537
$5,948,000 (est.)$0 (est.)$1,097,000 (est.)
Item 16 is an estimate of offering and organizational expenses that may accrue to one or more Related Persons.
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Michael Cody Pugh BrokerCheck CRD 5635714 ↗
via Arvest Wealth Management (CRD 42057 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Lorenzo Aufiero BrokerCheck CRD 2705500 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Steve Fortunato BrokerCheck CRD 23769 ↗
via Realta Equities, Inc. (CRD 7956338 ↗)

Sarah Beth Veloz BrokerCheck CRD 6221867 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)

Adam Young BrokerCheck CRD 6640146 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

William Taylor Deweese BrokerCheck CRD 5533217 ↗
via Arvest Wealth Management (CRD 42057 ↗)
EDGAR ↗
Dec 19, 2025 D/A
AX DG St. Louis, DST
File 021-553177
$2,765,000 (est.)$0 (est.)$497,500 (est.)
Item 16 is an estimate of offering and organizational expenses that may accrue to one or more Related Persons.
Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc. (CRD 31029 ↗)

Jamie Furlong BrokerCheck CRD 6930080 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Brianna Gieselman BrokerCheck CRD 7570195 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Drew Reynolds BrokerCheck CRD 6646813 ↗
via Realized Financial, Inc. (CRD 22333 ↗)
EDGAR ↗
Dec 15, 2015 D
MidCap FinCo Ltd
File 021-253142
$0$0$0
Certain management fees will be paid to Apollo Capital Management, L.P., an entity that may be directly controlled by certain individuals listed in Item 3 above.
None listed on this filingEDGAR ↗
Dec 15, 2015 D
MC Feeder Ltd
File 021-253144
$0$0$0
Certain management fees will be paid by an entity of which the issuer owns securities to Apollo Capital Management, L.P., an entity that may be directly controlled by certain individuals listed in Item 3 above.
None listed on this filingEDGAR ↗
May 14, 2015 D
MidCap FinCo Ltd
File 021-239862
$0$0$0
Certain management fees will be paid to Apollo Capital Management, L.P., an entity that may be directly controlled by certain individuals listed in Item 3 above.
NONE no CRD number reportedEDGAR ↗
Apr 10, 2015 D/A
MidCap FinCo Ltd
File 021-228484
$0$0$0
Certain management fees will be paid to Apollo Capital Management, L.P., an entity that may be directly controlled by certain individuals listed in Item 3 above.
NONE no CRD number reportedEDGAR ↗
Feb 5, 2015 D
MidCap FinCo Ltd
File 021-233556
$0$0$0
Certain management fees will be paid to Apollo Capital Management, L.P., an entity that may be directly controlled by certain individuals listed in Item 3 above.
None no CRD number reportedEDGAR ↗
Feb 5, 2015 D
MidCap FinCo Holdings Ltd
File 021-233576
$0$0$0
Certain management fees will be paid to Apollo Capital Management, L.P., an entity that may be directly controlled by certain individuals listed in Item 3 above.
None no CRD number reportedEDGAR ↗
Nov 17, 2014 D
MC Feeder Ltd
File 021-228504
$0$0$0
Certain management fees will be paid by an entity of which the issuer owns securities to Apollo Capital Management, L.P., an entity that may be directly controlled by certain individuals listed in Item 3 above.
None listed on this filingEDGAR ↗
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 6

Every issuer that named Shari Vershell 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: Apollo

AX Diversified Retail Portfolio, DST

New York, NY · Jul 31, 2026 → Oct 9, 2026 · 4 filings
  • Oct 9, 2026 · D/A · $25,594,549 sold of $89,517,000 · 45 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Sep 10, 2026 · D/A · $14,772,450 sold of $89,517,000 · 25 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Aug 27, 2026 · D/A · $6,016,254 sold of $89,517,000 · 8 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Jul 31, 2026 · D · $1,142,216 sold of $89,517,000 · 1 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗

Raised $25.6M from 45 investors (29% of the $89.5M target) as of the latest filing. Shari is listed as executive officer 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: Apollo

AX Essential Retail Portfolio, DST

New York, NY · Dec 11, 2025 → Sep 28, 2026 · 12 filings
  • Sep 28, 2026 · D/A · $91,520,000 sold of $91,520,000 · 118 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Aug 14, 2026 · D/A · $89,380,983 sold of $91,520,000 · 113 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Jul 9, 2026 · D/A · $77,577,897 sold of $91,520,000 · 103 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Jun 11, 2026 · D/A · $69,315,095 sold of $91,520,000 · 89 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • May 21, 2026 · D/A · $67,269,864 sold of $91,520,000 · 82 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Apr 30, 2026 · D/A · $57,439,268 sold of $91,520,000 · 68 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Apr 13, 2026 · D/A · $48,460,229 sold of $91,520,000 · 52 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Mar 25, 2026 · D/A · $44,776,430 sold of $91,520,000 · 42 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Mar 4, 2026 · D/A · $39,352,589 sold of $91,520,000 · 31 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Feb 17, 2026 · D/A · $27,921,232 sold of $91,520,000 · 26 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Jan 21, 2026 · D/A · $20,293,892 sold of $91,520,000 · 17 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Dec 11, 2025 · D · $6,731,493 sold of $91,520,000 · 2 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗

Raised $91.5M from 118 investors (100% of the $91.5M target) as of the latest filing. Shari is listed as executive officer on 12 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: Apollo

AX DG St. Louis, DST

New York, NY · Jul 30, 2025 → Dec 19, 2025 · 7 filings
  • Dec 19, 2025 · D/A · $42,537,500 sold of $42,537,500 · 35 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Nov 26, 2025 · D/A · $41,763,135 sold of $42,537,500 · 34 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Oct 29, 2025 · D/A · $41,342,942 sold of $42,537,500 · 33 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Oct 14, 2025 · D/A · $26,940,431 sold of $42,537,500 · 23 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Sep 24, 2025 · D/A · $7,747,657 sold of $42,537,500 · 16 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Aug 15, 2025 · D/A · $3,976,836 sold of $42,537,500 · 7 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Jul 30, 2025 · D · $422,917 sold of $42,537,500 · 1 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗

Raised $42.5M from 35 investors (100% of the $42.5M target) as of the latest filing. Shari is listed as executive officer on 7 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.

Pooled Investment Fund · group: Apollo

MC Feeder Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Nov 17, 2014 → Dec 15, 2015 · 2 filings
  • Dec 15, 2015 · D · $94,603,333 sold of Indefinite · 9 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Investment Manager of an entity of which the Issuer owns securities.) EDGAR ↗
  • Nov 17, 2014 · D · $80,000,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Investment Manager of the Issuer.) EDGAR ↗

Raised $94.6M from 9 investors as of the latest filing. Shari is listed as executive officer 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: 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.

Other Banking and Financial Services · group: Apollo

MidCap FinCo Ltd

Dublin 2, Ireland (as filed: L2) · Nov 17, 2014 → Dec 15, 2015 · 6 filings
  • Dec 15, 2015 · D · $65,100,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Executive Officer (Executive Officer for the Investment Manager of MidCap FinCo Limited) EDGAR ↗
  • May 14, 2015 · D · $0 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer for the Investment Manager of MidCap FinCo Limited) EDGAR ↗
  • Apr 10, 2015 · D/A · $1,281,130,608 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Executive Officer for the Investment Manager of MidCap FinCo Limited) EDGAR ↗
  • Feb 6, 2015 · D/A · $1,274,134,028 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Executive Officer for the Investment Manager of MidCap FinCo Limited) EDGAR ↗
  • Feb 5, 2015 · D · $12,086,780 sold of $12,086,780 · 11 investors · min. No minimum reported · role: Executive Officer (Executive Officer for the Investment Manager of MidCap FinCo Limited) EDGAR ↗
  • Nov 17, 2014 · D · $1,000,895,069 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer (Executive Officer for the Investment Manager of MidCap FinCo Limited) EDGAR ↗

Raised $1.28B from 14 investors as of the latest filing. Shari is listed as executive officer on 6 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 Banking and Financial Services / 506(b) (1,630 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 Banking and Financial Services · group: Apollo

MidCap FinCo Holdings Ltd

Dublin 2, Ireland (as filed: L2) · Feb 5, 2015
  • Feb 5, 2015 · D · $12,086,780 sold of $12,086,780 · 11 investors · min. No minimum reported · role: Executive Officer (Executive Officer for the Investment Manager of MidCap FinCo Limited) EDGAR ↗

Raised $12.1M from 11 investors (100% of the $12.1M target) as of the latest filing. Shari is listed as executive officer.

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 Banking and Financial Services / 506(b) (1,630 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 Shari 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

Management entity

Apollo RE Exchange, LLC

Executive Officer · 23 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Shari Vershell. Their page shows their other deals.

Management entity

AX III Depositor, LLC

Executive Officer · 12 shared filings (1 issuer)

Listed on the same filings as Shari Vershell. Their page shows their other deals.

Management entity

AX DG St. Louis Manager, LLC

Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as Shari Vershell. Their page shows their other deals.

Management entity

AX II Depositor, LLC

Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as Shari Vershell. Their page shows their other deals.

Management entity

Apollo Capital Management, L.P.

Promoter · 6 shared filings (2 issuers)

Listed on the same filings as Shari Vershell. Their page shows their other deals.

Management entity

AX Manager, LLC

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

Listed on the same filings as Shari Vershell. Their page shows their other deals.

Management entity

AX IV Depositor, LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Shari Vershell. Their page shows their other deals.

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

Martin B. Kelly

Executive Officer · 32 shared filings (6 issuers) · also on 364 other issuers

Martin B. Kelly is on 370 issuers in total — a repeat sponsor. Their page lists every one.

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

James Zelter

Executive Officer, Director · 32 shared filings (6 issuers) · also on 224 other issuers

James Zelter is on 230 issuers in total — a repeat sponsor. Their page lists every one.

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

Catherine Mullarney

Executive Officer · 23 shared filings (3 issuers) · also on 248 other issuers

Catherine Mullarney is on 251 issuers in total — a repeat sponsor. Their page lists every one.

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

Whitney Chatterjee

Executive Officer · 23 shared filings (3 issuers) · also on 174 other issuers

Whitney Chatterjee is on 177 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

Scott Kleinman

Executive Officer · 23 shared filings (3 issuers) · also on 288 other issuers

Scott Kleinman is on 291 issuers in total — a repeat sponsor. Their page lists every one.

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

Matthew Breitfelder

Executive Officer · 23 shared filings (3 issuers) · also on 293 other issuers

Matthew Breitfelder is on 296 issuers in total — a repeat sponsor. Their page lists every one.

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

William B. Kuesel

Executive Officer · 23 shared filings (3 issuers) · also on 386 other issuers

William B. Kuesel is on 389 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

Brian Carney

Executive Officer · 23 shared filings (3 issuers) · also on 220 other issuers

Brian Carney is on 223 issuers in total — a repeat sponsor. Their page lists every one.

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

Katherine G. Newman

Executive Officer · 23 shared filings (3 issuers) · also on 413 other issuers

Katherine G. Newman is on 416 issuers in total — a repeat sponsor. Their page lists every one.

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

Jessica L. Lomm

Executive Officer · 23 shared filings (3 issuers) · also on 425 other issuers

Jessica L. Lomm is on 428 issuers in total — a repeat sponsor. Their page lists every one.

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

Mandee Lee

Executive Officer · 23 shared filings (3 issuers) · also on 184 other issuers

Mandee Lee is on 187 issuers in total — a repeat sponsor. Their page lists every one.

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

Stefanie Sundel

Executive Officer · 23 shared filings (3 issuers) · also on 170 other issuers

Stefanie Sundel is on 173 issuers in total — a repeat sponsor. Their page lists every one.

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

Yael Levy

Executive Officer · 23 shared filings (3 issuers) · also on 259 other issuers

Yael Levy is on 262 issuers in total — a repeat sponsor. Their page lists every one.

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

Nari Na

Executive Officer · 23 shared filings (3 issuers) · also on 228 other issuers

Nari Na is on 231 issuers in total — a repeat sponsor. Their page lists every one.

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

Benjamin Israel

Executive Officer · 23 shared filings (3 issuers) · also on 3 other issuers

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

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

John Zito

Executive Officer · 23 shared filings (3 issuers) · also on 80 other issuers

John Zito is on 83 issuers in total — a repeat sponsor. Their page lists every one.

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

Heather Glatter

Executive Officer · 23 shared filings (3 issuers) · also on 8 other issuers

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

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

Stuart Rothstein

Executive Officer · 23 shared filings (3 issuers) · also on 56 other issuers

Stuart Rothstein is on 59 issuers in total — a repeat sponsor. Their page lists every one.

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

Johannes Worsoe

Executive Officer · 19 shared filings (2 issuers) · also on 150 other issuers

Johannes Worsoe is on 152 issuers in total — a repeat sponsor. Their page lists every one.

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

George Travers

Executive Officer · 9 shared filings (3 issuers) · also on 42 other issuers

George Travers is on 45 issuers in total — a repeat sponsor. Their page lists every one.

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

Marc J. Rowan

Executive Officer · 9 shared filings (3 issuers) · also on 235 other issuers

Marc J. Rowan is on 238 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

Joshua J. Harris

Executive Officer · 9 shared filings (3 issuers) · also on 230 other issuers

Joshua J. Harris is on 233 issuers in total — a repeat sponsor. Their page lists every one.

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

John Suydam

Executive Officer · 9 shared filings (3 issuers) · also on 308 other issuers

John Suydam is on 311 issuers in total — a repeat sponsor. Their page lists every one.

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

Cindy Z. Michel

Executive Officer · 9 shared filings (3 issuers) · also on 141 other issuers

Cindy Z. Michel is on 144 issuers in total — a repeat sponsor. Their page lists every one.

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

Anthony Civale

Executive Officer · 9 shared filings (3 issuers) · also on 127 other issuers

Anthony Civale is on 130 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

Brian Goggin

Director · 9 shared filings (3 issuers)

Listed on the same filings as Shari Vershell. Their page shows their other deals.

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

Chad Leat

Director · 9 shared filings (3 issuers)

Listed on the same filings as Shari Vershell. Their page shows their other deals.

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

Leon Black

Executive Officer · 8 shared filings (3 issuers) · also on 174 other issuers

Leon Black is on 177 issuers in total — a repeat sponsor. Their page lists every one.

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

Imran M. Siddiqui

Director, Executive Officer · 7 shared filings (3 issuers) · also on 6 other issuers

Imran M. Siddiqui is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Hope Taitz

Director · 7 shared filings (3 issuers) · also on 4 other issuers

Hope Taitz is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Ian Curley

Director · 7 shared filings (3 issuers)

Listed on the same filings as Shari Vershell. Their page shows their other deals.

The team behind the deals

Sponsor group

Apollo

520 issuers · 957 filings · $556.2B reported sold · 2009–2026

One team, 520 deal companies. Shari Vershell is listed on 6 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 Shari Vershell.

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)

A person is never an adviser firm. 2 of the 6 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): MidCap FinCo Ltd, MidCap FinCo Holdings Ltd.

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 1 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to Shari Vershell 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 6 issuers this person is listed on — 1 issuer has property records: AX Diversified Retail Portfolio, DST (1).

Public profiles and social

Websites and social links of the issuers Shari Vershell is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Dublin 2, L2). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

apollo.com ↗ found on AX Diversified Retail Portfolio, DST (apollo.com — same registered sponsor family; known from issuer CIK 1882850 (a web search (Bing) for the issuer name, confirmed on the homepage)) linkedin — linkedin — found on apollo.com ↗ found on AX Diversified Retail Portfolio, DST youtube — youtube — found on apollo.com ↗ found on AX Diversified Retail Portfolio, DST

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