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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:17 AM ET

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SA
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Stephen Azar

Named as an officer, director or promoter on SEC Form D filings · IL, CA · Dec 18, 2020 → Jan 4, 2023

3deals (issuers)
$1.22Breported sold
211investors
7Form D filings
2020–2023years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:47 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Stephen Azar is listed as an executive officer on 7 SEC Form D filings by 3 issuers between Dec 2020 and Jan 2023: Stockbridge Niche Logistics Fund, LP (San Francisco, CA — pooled investment fund — 2020–2022; $1.21B reported sold to 54 investors), Stockbridge Niche Logistics Fund SLP, LLC (San Francisco, CA — pooled investment fund — 2021–2023; $6.17M reported sold to 32 investors) and Stockbridge Niche Logistics Fund REIT Trust (San Francisco, CA — reits and finance — 2021; $125K reported sold to 125 investors).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as executive officer, over about 3 years. Across those companies the filings report $1.22B sold in total.

Listed alongside Breanna Staggs (7 shared filings), David J. Egan (7 shared filings), Core and Value Advisors, LLC (6 shared filings, management entity), Stockbridge Niche Logistics Fund GP, LLC (3 shared filings, management entity), Andrew Knox (1 shared filing) and 3 others.

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

All 3 issuers belong to the sponsor group Stockbridge (66 issuers, $13.3B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Stockbridge has 66 companies on file and $13.3B 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 (AZ, CA, DE, TX, WA) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record 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 7 public filings for Stephen Azar and found 4 differences, 2 worth asking the sponsor about: Stephen Azar is no longer listed on the Mar 27, 2023 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 Stephen Azar has not run yet — it is joining a line of 11,783 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, 2:47 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 Stephen Azar..

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

1 case: 1 closed (disposition not in docket feed)

Stephen Azar and Lauri Rowland closed
United States Bankruptcy Court, E.D. Michigan · No. 94-50848 · Filed Oct 28, 1994 · Closed Mar 23, 1995
Role of Stephen Azar and Lauri Rowland: Debtor · Outcome: Case closed 1995-03-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in MI (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, 2:47 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

4 differences found between the filings for Stephen Azar — 2 worth asking about (compared 7 filings on Oct 24, 2026)

Worth asking · Jan 4, 2023 – Mar 27, 2023

Stephen Azar is no longer listed on the Mar 27, 2023 amendment — Stockbridge Niche Logistics Fund SLP, LLC

Stephen Azar appears on the Jan 4, 2023 Form D/A (executive officer) but not on the Mar 27, 2023 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.

Sources
Worth asking · Dec 5, 2022 – Mar 27, 2023

Stephen Azar is no longer listed on the Mar 27, 2023 amendment — Stockbridge Niche Logistics Fund, LP

Stephen Azar appears on the Dec 5, 2022 Form D/A (executive officer) but not on the Mar 27, 2023 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.

Sources
Note · Dec 9, 2021 – Dec 27, 2021

Form D filed 18 days after the first sale — Stockbridge Niche Logistics Fund REIT Trust

The filing says the first sale was Dec 9, 2021. The Form D was filed Dec 27, 2021 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 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 · Dec 18, 2020 – Jan 4, 2023

Stephen Azar is listed with 2 different address states: IL, CA

IL on 6 filings (Dec 18, 2020 to Jan 4, 2023); CA on 1 filing (Dec 27, 2021).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

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

1 of 3 offerings reports sales commissions totalling $6,250; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 4, 2023 D/A
Stockbridge Niche Logistics Fund SLP, LLC
File 021-385745
$0$0$0 (est.)N/A no CRD number reportedEDGAR ↗
Dec 5, 2022 D/A
Stockbridge Niche Logistics Fund, LP
File 021-383633
$0$0$0 (est.)N/A no CRD number reportedEDGAR ↗
Dec 27, 2021 D
Stockbridge Niche Logistics Fund REIT Trust
File 021-426687
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
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 3

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

Pooled Investment Fund · group: Stockbridge

Stockbridge Niche Logistics Fund SLP, LLC

San Francisco, CA · Jan 8, 2021 → Jan 4, 2023 · 3 filings
  • Jan 4, 2023 · D/A · $5,179,110 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (Senior Vice President of the Manager of the Issuer) EDGAR ↗
  • Jan 5, 2022 · D/A · $4,575,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Senior Vice President of the Manager of the Issuer) EDGAR ↗
  • Jan 8, 2021 · D · $1,450,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Senior Vice President of the Manager of the Issuer) EDGAR ↗

Raised $6.17M from 32 investors as of the latest filing. Stephen 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: 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.

Pooled Investment Fund · group: Stockbridge

Stockbridge Niche Logistics Fund, LP

San Francisco, CA · Dec 18, 2020 → Dec 5, 2022 · 3 filings
  • Dec 5, 2022 · D/A · $1,198,475,000 sold of Indefinite · 52 investors · min. $5,000,000 · role: Executive Officer (Executive Vice President and Secretary of Stockbridge Niche Logistics Fund GP, LLC, the General Partner of the Issuer) EDGAR ↗
  • Dec 10, 2021 · D/A · $644,750,000 sold of Indefinite · 7 investors · min. $5,000,000 · role: Executive Officer (Executive Vice President and Secretary of Stockbridge Niche Logistics Fund GP, LLC, the General Partner of the Issuer) EDGAR ↗
  • Dec 18, 2020 · D · $352,750,000 sold of Indefinite · 6 investors · min. $5,000,000 · role: Executive Officer (Executive Vice President and Secretary of Stockbridge Niche Logistics Fund GP, LLC, the General Partner of the Issuer) EDGAR ↗

Raised $1.21B from 54 investors as of the latest filing. Stephen 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: 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.

REITS and Finance · group: Stockbridge

Stockbridge Niche Logistics Fund REIT Trust

San Francisco, CA · Dec 27, 2021
  • Dec 27, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Stephen 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: 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 Stephen 8

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

Management entity

Core and Value Advisors, LLC

Executive Officer · 6 shared filings (2 issuers) · also on 7 other issuers

Core and Value Advisors, LLC is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Breanna Staggs

Executive Officer · 7 shared filings (3 issuers) · also on 15 other issuers

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

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

David J. Egan

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

David J. Egan is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

TUBA MALINOWSKI

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

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

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

Douglas D. Sturiale

Executive Officer · 1 shared filing (1 issuer) · also on 17 other issuers

Douglas D. Sturiale is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Jennifer Rindge

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

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

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

Andrew Knox

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

Listed on the same filings as Stephen Azar. Their page shows their other deals.

The team behind the deals

Sponsor group

Stockbridge

66 issuers · 111 filings · $13.3B reported sold · 2009–2026

One team, 66 deal companies. Stephen Azar is listed on 3 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 Stephen Azar.

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 3 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Stockbridge Niche Logistics Fund SLP, LLC, Stockbridge Niche Logistics Fund, LP.

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 Stephen Azar 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 3 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Stephen Azar is listed on: none on file. No website or social profile named in Stockbridge Niche Logistics Fund, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #54,564 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 (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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