PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:31 AM ET

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Stephen SULLIVAN

Named as an officer, director or promoter on SEC Form D filings · MA · Jul 25, 2025 → Mar 2, 2026

3deals (issuers)
$19.1Breported sold
417investors
7Form D filings
2025–2026years on file
Follow this personLook further ↓PDF

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

The short version

Stephen SULLIVAN is listed as an executive officer on 7 SEC Form D filings by 3 issuers between Jul 2025 and Mar 2026: Invesco Core Real Estate - U.S.A., L.P. (Dallas, TX — pooled investment fund — 2025; $12.59B reported sold to 306 investors), Invesco U.S. Income Fund, L.P. (Dallas, TX — pooled investment fund — 2025–2026; $4.37B reported sold to 75 investors) and Invesco Commercial Mortgage Income - U.S. Fund, L.P. (Dallas, TX — pooled investment fund — 2026; $2.14B reported sold to 36 investors).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as executive officer. Across those companies the filings report $19.1B sold in total.

Listed alongside Bert Crouch (7 shared filings), Chris Cleghorn (7 shared filings), E Elizabeth Day (7 shared filings), HALEY WALDRON (7 shared filings), INVESCO REALTY, INC. (7 shared filings, management entity) and 21 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 Invesco (82 issuers, $31.3B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Invesco has 82 companies on file and $31.3B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 15 bankruptcy cases matching the name listed in Key records below.

What this means 15 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 7 public filings for Stephen SULLIVAN and found 10 differences: Industry group changed between filings; Same name, different state: "Stephen Sullivan" (WY) is a separate record; 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 SULLIVAN has not run yet — it is joining a line of 18,068 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 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: 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 SULLIVAN..

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

15 cases: 1 open, 14 closed (disposition not in docket feed)

Stephen R. Sullivan and Randi E. Sullivan open
United States Bankruptcy Court, E.D. Texas · No. 25-42732 · Filed Sep 17, 2025
Role of Stephen R. Sullivan and Randi E. Sullivan: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (TX)
Stephen R. Sullivan and Randi E. Sullivan closed
United States Bankruptcy Court, E.D. Texas · No. 14-42267 · Filed Oct 24, 2014 · Closed Mar 16, 2015
Role of Stephen R. Sullivan and Randi E. Sullivan: Debtor · Outcome: Case closed 2015-03-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (TX)
Stephen J. Sullivan and Neda Valaityte closed
United States Bankruptcy Court, D. Massachusetts · No. 14-10354 · Filed Jan 31, 2014 · Closed May 16, 2014
Role of Stephen J. Sullivan and Neda Valaityte: Debtor · Outcome: Case closed 2014-05-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen B. Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 13-16630 · Filed Nov 14, 2013 · Closed Feb 24, 2014
Role of Stephen B. Sullivan: Debtor · Outcome: Case closed 2014-02-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen M. O'Sullivan and Karen E. O'Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 12-17896 · Filed Sep 28, 2012 · Closed Mar 14, 2014
Role of Stephen M. O'Sullivan and Karen E. O'Sullivan: Debtor · Outcome: Case closed 2014-03-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen P. Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 11-16461 · Filed Jul 6, 2011 · Closed Jun 22, 2012
Role of Stephen P. Sullivan: Debtor · Outcome: Case closed 2012-06-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen Sullivan and Christine Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 10-19752 · Filed Sep 7, 2010 · Closed Dec 21, 2010
Role of Stephen Sullivan and Christine Sullivan: Debtor · Outcome: Case closed 2010-12-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen J Sullivan and Christine M Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 09-11730 · Filed Mar 3, 2009 · Closed Nov 7, 2014
Role of Stephen J Sullivan and Christine M Sullivan: Debtor · Outcome: Case closed 2014-11-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen L. Sullivan and Trudy A. Sullivan closed
United States Bankruptcy Court, S.D. Texas · No. 07-33117 · Filed May 6, 2007 · Closed Aug 14, 2007
Role of Stephen L. Sullivan and Trudy A. Sullivan: Debtor · Outcome: Case closed 2007-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (TX)
Stephen F. Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 06-14426 · Filed Nov 27, 2006 · Closed Mar 22, 2007
Role of Stephen F. Sullivan: Debtor · Outcome: Case closed 2007-03-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen T. Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 05-12491 · Filed Mar 29, 2005 · Closed Jul 25, 2005
Role of Stephen T. Sullivan: Debtor · Outcome: Case closed 2005-07-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen J. Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 03-17986 · Filed Sep 24, 2003 · Closed Mar 30, 2004
Role of Stephen J. Sullivan: Debtor · Outcome: Case closed 2004-03-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen J. Sullivan and Marie A. Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 99-44978 · Filed Jul 30, 1999 · Closed Nov 10, 1999
Role of Stephen J. Sullivan and Marie A. Sullivan: Debtor · Outcome: Case closed 1999-11-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen G. Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 98-46138 · Filed Aug 17, 1998 · Closed Dec 16, 1998
Role of Stephen G. Sullivan: Debtor · Outcome: Case closed 1998-12-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
Stephen Sullivan closed
United States Bankruptcy Court, D. Massachusetts · No. 90-14547 · Filed Aug 17, 1990 · Closed May 12, 1995
Role of Stephen Sullivan: Debtor · Outcome: Case closed 1995-05-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 138 federal dockets); 12 people with this name in Form D filings; court in the person's filing state (MA)
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

10 differences found between the filings for Stephen SULLIVAN (compared 7 filings on Oct 24, 2026)

Note · May 2, 2013 – Jul 14, 2015

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

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

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

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

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

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

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

Form D/A · Jul 14, 2010 ↗Form D/A · Jan 16, 2015 ↗Form D/A · Apr 13, 2015 ↗Form D/A · Jul 14, 2015 ↗
Sources
Note · Mar 15, 2012 – Jan 19, 2024

Same name, different state: "Stephen Sullivan" (WY) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen Sullivan" with address state WY, is listed on 9 filings — most recently by Metafund I, LP (Jan 19, 2024). The two records do not overlap in time: this page runs Jul 25, 2025 to Mar 2, 2026; the other runs Mar 15, 2012 to Jan 19, 2024.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Sullivan (WY) — PartnerFacts page ↗Form D/A · Jan 19, 2024 ↗Metafund I, LP — PartnerFacts page ↗Stephen SULLIVAN (MA) — this page ↗
Sources
Note · Jul 29, 2009 – May 24, 2016

Same name, different state: "Stephen Sullivan" (CA) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen Sullivan" with address state CA, is listed on 6 filings — most recently by Calyx Brands, Inc. (May 24, 2016). The two records do not overlap in time: this page runs Jul 25, 2025 to Mar 2, 2026; the other runs Jul 29, 2009 to May 24, 2016.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Sullivan (CA) — PartnerFacts page ↗Form D · May 24, 2016 ↗Calyx Brands, Inc. — PartnerFacts page ↗Stephen SULLIVAN (MA) — this page ↗
Sources
Note · May 21, 2013 – Jul 2, 2015

Same name, different state: "Stephen J. Sullivan" (CT) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen J. Sullivan" with address state CT, is listed on 2 filings — most recently by Analytical Lab Group, LLC (Jul 2, 2015). The two records do not overlap in time: this page runs Jul 25, 2025 to Mar 2, 2026; the other runs May 21, 2013 to Jul 2, 2015.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen J. Sullivan (CT) — PartnerFacts page ↗Form D · Jul 2, 2015 ↗Analytical Lab Group, LLC — PartnerFacts page ↗Stephen SULLIVAN (MA) — this page ↗
Sources
Note · Oct 2, 2013 – Dec 23, 2014

Same name, different state: "Stephen Sullivan" (MI) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen Sullivan" with address state MI, is listed on 2 filings — most recently by Molecular Imaging, Inc. (Dec 23, 2014). The two records do not overlap in time: this page runs Jul 25, 2025 to Mar 2, 2026; the other runs Oct 2, 2013 to Dec 23, 2014.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Sullivan (MI) — PartnerFacts page ↗Form D · Dec 23, 2014 ↗Molecular Imaging, Inc. — PartnerFacts page ↗Stephen SULLIVAN (MA) — this page ↗
Sources
Note · May 27, 2010

Same name, different state: "Stephen G. Sullivan" (NY) is a separate record

This page covers filings where the address state is MA. A separate record, "Stephen G. Sullivan" with address state NY, is listed on 1 filing — most recently by Firebird Ventures, LLC (May 27, 2010). The two records do not overlap in time: this page runs Jul 25, 2025 to Mar 2, 2026; the other has one filing dated May 27, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen G. Sullivan (NY) — PartnerFacts page ↗Form D · May 27, 2010 ↗Firebird Ventures, LLC — PartnerFacts page ↗Stephen SULLIVAN (MA) — this page ↗
Sources
Note · May 2, 2013 – Jul 14, 2015

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

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

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

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

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

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

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

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

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

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

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

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

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 3 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 2, 2026 D/A
Invesco Commercial Mortgage Income - U.S. Fund, L.P.
File 021-286326
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
via Invesco Distributors, Inc. (CRD 7369 ↗)
EDGAR ↗
Jan 21, 2026 D/A
Invesco U.S. Income Fund, L.P.
File 021-195917
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
Invesco Hong Kong Limited BrokerCheck CRD 109923 ↗		EDGAR ↗
Dec 23, 2025 D/A
Invesco Core Real Estate - U.S.A., L.P.
File 021-69951
$0$0$0Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗
Invesco Hong Kong Limited BrokerCheck CRD 109923 ↗		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 SULLIVAN on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

IC
Pooled Investment Fund · group: Invesco

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

Dallas, TX · Mar 2, 2026
  • Mar 2, 2026 · D/A · $2,141,342,095 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer (General Counsel and Vice President of Invesco Realty Inc.) EDGAR ↗

Raised $2.14B from 36 investors as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

IU
Pooled Investment Fund · group: Invesco

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

Dallas, TX · Jul 25, 2025 → Jan 21, 2026 · 3 filings
  • Jan 21, 2026 · D/A · $4,371,351,222 sold of Indefinite · 75 investors · min. No minimum reported · role: Executive Officer (General Counsel and Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jul 29, 2025 · D/A · $3,811,101,812 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (General Counsel and Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jul 25, 2025 · D/A · $3,811,101,812 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (General Counsel and Vice President of Invesco Realty Inc.) EDGAR ↗

Raised $4.37B from 75 investors as of the latest filing. Stephen is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

IC
Pooled Investment Fund · group: Invesco

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

Dallas, TX · Jul 25, 2025 → Dec 23, 2025 · 3 filings
  • Dec 23, 2025 · D/A · $12,592,161,171 sold of Indefinite · 306 investors · min. No minimum reported · role: Executive Officer (General Counsel and Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jul 29, 2025 · D/A · $10,604,075,207 sold of Indefinite · 173 investors · min. No minimum reported · role: Executive Officer (General Counsel and Vice President of Invesco Realty Inc.) EDGAR ↗
  • Jul 25, 2025 · D/A · $10,604,075,207 sold of Indefinite · 173 investors · min. No minimum reported · role: Executive Officer (General Counsel and Vice President of Invesco Realty Inc.) EDGAR ↗

Raised $12.59B from 306 investors as of the latest filing. Stephen is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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 pages with the same name (11)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

People around Stephen 26

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

IR
Management entity

INVESCO REALTY, INC.

Executive Officer · 7 shared filings (3 issuers) · also on 20 other issuers

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

IC
Management entity

IRI CORE I, L.P.

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

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

IC
Management entity

IRI CORE-GP, LLC

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

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

II
Management entity

IRI INCOME I, L.P.

Executive Officer · 3 shared filings (1 issuer)

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

II
Management entity

IRI INCOME-GP, LLC

Executive Officer · 3 shared filings (1 issuer)

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

IC
Management entity

IRI CMIF, LLC

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

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

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

MARK W. GREGSON

Executive Officer · 7 shared filings (3 issuers)

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

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

Bert Crouch

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

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

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

HALEY WALDRON

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

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

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

Tina CAREW

Executive Officer · 7 shared filings (3 issuers)

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

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

Kevin PIROZZOLI

Executive Officer · 7 shared filings (3 issuers) · also on 2 other issuers

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

ED
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Person

E Elizabeth Day

Executive Officer · 7 shared filings (3 issuers)

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

RD
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Person

R. Scott Dennis

Executive Officer, Director · 7 shared filings (3 issuers) · also on 22 other issuers

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

CC
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Person

Chris Cleghorn

Executive Officer · 7 shared filings (3 issuers) · also on 1 other issuer

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

RA
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Person

Rivka Altman

Executive Officer · 7 shared filings (3 issuers) · also on 2 other issuers

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

SH
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Person

Stephanie Holder

Executive Officer · 7 shared filings (3 issuers) · also on 5 other issuers

Stephanie Holder is on 8 issuers in total — a repeat sponsor. Their page lists every one.

TW
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Person

TONY WONG

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

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

TV
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Person

TERRY VACHERON

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

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

JH
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Person

Jay Hurley

Executive Officer · 7 shared filings (3 issuers) · also on 13 other issuers

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

PF
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Person

Peter Feinberg

Executive Officer · 7 shared filings (3 issuers) · also on 20 other issuers

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

MF
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Person

Michael Foy

Executive Officer · 5 shared filings (3 issuers)

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

CP
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Person

Courtney Popelka

Executive Officer · 5 shared filings (3 issuers) · also on 4 other issuers

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

DK
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Person

Daniel KUBIAK

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

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

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

Courney POPELKA

Executive Officer · 2 shared filings (1 issuer)

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

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

Mixhael Foy

Executive Officer · 2 shared filings (1 issuer)

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

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

David KUBIAK

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

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

The team behind the deals

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Sponsor group

Invesco

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

One team, 82 deal companies. Stephen SULLIVAN 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 SULLIVAN.

Same business address

29 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 3 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 Stephen SULLIVAN 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 SULLIVAN is listed on: none on file. No website or social profile named in Invesco Core Real Estate - U.S.A., L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #49,393 of 374,652 in line (16 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Massachusetts MassCourts ↗Texas re:SearchTX court records ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Massachusetts Secretary of State business search ↗Texas Secretary of State business search ↗OpenCorporates ↗

Change history

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