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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:48 AM ET

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Stuart Rothstein

Named as an officer, director or promoter on SEC Form D filings · NY · Oct 13, 2009 → Oct 19, 2026

59deals (issuers)
$11.81Breported sold
4,967investors
128Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 3:01 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Stuart Rothstein is listed as an executive officer and director on 128 SEC Form D filings by 59 issuers between Oct 2009 and Oct 2026. Largest by amount reported sold: Apollo European Principal Finance Fund IV (Euro B1), L.P. (Greenwich, CT — pooled investment fund — 2021–2022; $2.01B reported sold to 40 investors), Apollo European Principal Finance Fund IV (Dollar B), L.P. (Greenwich, CT — pooled investment fund — 2021–2022; $2.01B reported sold to 40 investors), Apollo European Principal Finance Fund IV (Dollar A), L.P. (Greenwich, CT — pooled investment fund — 2021–2022; $2.01B reported sold to 40 investors), Apollo Asset Backed Credit Co LLC (New York, NY — industry reported as "Other" — 2024–2025; $1.59B reported sold to 3,507 investors), Apollo Aligned Alternatives IDF, LP (New York, NY — pooled investment fund — 2022–2026; $1.42B reported sold to 88 investors) and 54 more (all listed below).

What this means That is a lot of deals — 59 separate companies raised money with this person listed as executive officer and director, over about 17 years. Across those companies the filings report $11.81B sold in total.

Listed alongside Jessica L. Lomm (92 shared filings), William B. Kuesel (89 shared filings), Martin B. Kelly (88 shared filings), Matthew Breitfelder (81 shared filings), Brian Carney (78 shared filings) and 126 others.

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

All 59 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, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 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 the newest 50 of 128 public filings for Stuart Rothstein and found 9 differences, 4 worth asking the sponsor about: Bankruptcy case: Stuart A. Rothstein; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Stuart Rothstein has not run yet — it is #25,906 of 41,164 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

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, 3:01 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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Stuart Rothstein..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), 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), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

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

Stuart A. Rothstein closed
United States Bankruptcy Court, E.D. Michigan · No. 95-51357 · Filed Oct 20, 1995 · Closed Feb 5, 1996
Role of Stuart A. Rothstein: Debtor · Outcome: Case closed 1996-02-05 (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, 3:01 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

9 differences found between the filings for Stuart Rothstein — 4 worth asking about (compared the newest 50 of 128 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 20, 1995 – Feb 5, 1996

Bankruptcy case: Stuart A. Rothstein — filed Oct 20, 1995

United States Bankruptcy Court, E.D. Michigan docket "Stuart A. Rothstein" filed Oct 20, 1995, closed Feb 5, 1996. Stuart Rothstein is listed as Debtor ("Stuart A. Rothstein"). 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.

Docket · United States Bankruptcy Court, E.D. Michigan ↗
Sources
Note · Mar 25, 1998 – Aug 21, 2000

Bankruptcy case: Richard C. Breeden, Esq. v. Lotito — filed Mar 25, 1998

United States Bankruptcy Court, N.D. New York docket "Richard C. Breeden, Esq. v. Lotito" filed Mar 25, 1998, closed Aug 21, 2000. Michael Lotito (listed on the same filings) is listed as Defendant ("Lotito"). Our match estimate: 70%.

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.

Docket · United States Bankruptcy Court, N.D. New York ↗Michael Lotito — PartnerFacts page ↗
Sources
Note · Dec 7, 1992 – Jul 17, 1998

Bankruptcy case: Philip I Mintz — filed Dec 7, 1992

United States Bankruptcy Court, E.D. New York docket "Philip I Mintz" filed Dec 7, 1992, closed Jul 17, 1998. Philip Mintz (listed on the same filings) is listed as Debtor ("Philip I Mintz"). Our match estimate: 70%.

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.

Docket · United States Bankruptcy Court, E.D. New York ↗Philip Mintz — PartnerFacts page ↗
Sources
Worth asking · Jun 5, 2025 – Jun 5, 2026

Investor count went down between filings — Apollo Debt Solutions IDF Series Feeder, LP - Series II

The Jun 5, 2025 filing reports 2 investors; the Jun 5, 2026 Form D/A reports 1 investor.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jun 5, 2025 ↗Form D/A (later) · Jun 5, 2026 ↗Apollo Debt Solutions IDF Series Feeder, LP - Series II — PartnerFacts page ↗
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.

Form D · Jul 31, 2026 ↗AX Diversified Retail Portfolio, DST — PartnerFacts page ↗Form D · Jul 30, 2025 ↗AX DG St. Louis, DST — PartnerFacts page ↗
Sources
Worth asking · Jun 28, 2024 – Feb 14, 2025

Form D filed 231 days after the first sale — Apollo Asset Backed Credit Co LLC

The filing says the first sale was Jun 28, 2024. The Form D was filed Feb 14, 2025 — 231 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 216 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Feb 14, 2025 ↗Apollo Asset Backed Credit Co LLC — PartnerFacts page ↗
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.

Form D · Dec 11, 2025 ↗AX Essential Retail Portfolio, DST — PartnerFacts page ↗
Sources
Note · Dec 30, 2022 – Dec 31, 2024

Stuart Rothstein is written 2 different ways on the filings

listed as "Stuart Rothstein" on 40 filings (from Dec 30, 2022), and "Stuart A. Rothstein" on 33 filings (from Dec 31, 2024).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Dec 30, 2022 ↗Form D · Dec 31, 2024 ↗Stuart Rothstein — PartnerFacts page ↗
Sources
Note · Oct 18, 2023 – Oct 18, 2024

Reported revenue range changed between filings — Apollo Realty Income Solutions, Inc.

"$1,000,001 - $5,000,000" (Oct 18, 2023); then "Decline to Disclose" (Oct 18, 2024).

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 · Oct 18, 2023 ↗Form D/A · Oct 18, 2024 ↗Apollo Realty Income Solutions, Inc. — 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. We compared the newest 50 of 128 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

18 of 65 offerings report sales commissions totalling $52,987,778; 0 report finder's fees; 4 report proceeds to related persons totalling $3,814,500. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 19, 2026 D/A
Apollo Realty Income Solutions, Inc.
File 021-495099
$0$0$0None listed on this filingEDGAR ↗
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 ↗
Aug 31, 2026 D/A
Apollo Total Return Fund IG IDF, LP
File 021-556290
$0$0$0
The Issuer's confidential offering materials discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Jul 31, 2026 D/A
Apollo AAA IDF Series Feeder, LP - Series II
File 021-520267
$0$0$0
The Issuer's confidential offering materials discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Jul 31, 2026 D/A
Apollo AAA IDF Series Feeder, LP - Series IV
File 021-520268
$0$0$0
The Issuer's confidential offering materials discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Jun 23, 2026 D
Apollo Manufactured Housing Property Fund (892), L.P.
File 021-588290
$0$0$0None listed on this filingEDGAR ↗
Jun 23, 2026 D
Apollo Manufactured Housing Property Fund (Offshore), L.P.
File 021-588291
$0$0$0None listed on this filingEDGAR ↗
Jun 23, 2026 D
Apollo Manufactured Housing Property Fund (TE), L.P.
File 021-588292
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2026 D
Apollo Manufactured Housing Property Fund, L.P.
File 021-588132
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2026 D/A
Apollo Debt Solutions IDF Series Feeder, LP - Series II
File 021-515093
$0$0$0
The Issuer's confidential offering materials discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Feb 17, 2026 D/A
Apollo Aligned Alternatives IDF, LP
File 021-469197
$0$0$0None listed on this filingEDGAR ↗
Feb 17, 2026 D/A
Apollo Credit Strategies IDF, LP
File 021-480075
$0$0$0None listed on this filingEDGAR ↗
Feb 17, 2026 D/A
Apollo Debt Solutions IDF, LP
File 021-480076
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2026 D/A
Apollo Debt Solutions IDF Series Feeder, LP - Series III
File 021-537053
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2026 D/A
Apollo AAA IDF Series Feeder, LP - Series III
File 021-537054
$0$0$0None listed on this filingEDGAR ↗
Jan 22, 2026 D/A
Apollo S3 Private Markets IDF, LP
File 021-533923
$0$0$0None listed on this filingEDGAR ↗
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 16, 2025 D/A
Apollo Asset Backed Credit Co LLC
File 021-512270
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
via Goldman Sachs & Co LLC (CRD 361 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
via Morgan Stanley (CRD 149777 ↗)

LPL Financial LLC BrokerCheck CRD 6413 ↗
via LPL Financial LLC (CRD 6413 ↗)
EDGAR ↗
Nov 12, 2025 D
Apollo Asset Backed Credit Co LLC
File 021-563774
$22,000 (est.)$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jul 2, 2025 D/A
AX DG San Antonio, DST
File 021-486082
$2,315,000 (est.)$0 (est.)$1,065,000 (est.)
Item 16 is an estimate of offering and organizational expenses that may accrue to one or more Related Persons.
Scott Spencer BrokerCheck CRD 2384319 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Stephanie Elliott BrokerCheck CRD 2476636 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Gabriel Medina BrokerCheck CRD 5061047 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Michael Karalewich BrokerCheck CRD 2910052 ↗
via Nationwide Planning Assoicates Inc. (CRD 31029 ↗)

Brian Ragen BrokerCheck CRD 1822796 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Ehud Gersten BrokerCheck CRD 7066119 ↗
via Arkadios Capital (CRD 282710 ↗)

Lisa Garza BrokerCheck CRD 2576056 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jacob Driver BrokerCheck CRD 7738978 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Steve Fortunato BrokerCheck CRD 7956338 ↗
via Realta Equities, Inc. (CRD 23769 ↗)
EDGAR ↗
Feb 14, 2025 D
Apollo Asset Backed Credit Co LLC
File 021-538377
$75,063 (est.)$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 27, 2024 D
Apollo Asset Backed Credit Co LLC
File 021-530702
$8,225 (est.)$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
May 7, 2024 D
Apollo Aligned Alternatives IDF Co-Investors (A), L.P.
File 021-512631
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2024 D
Apollo Aligned Alternatives (E-2), SCSp
File 021-511743
$0$0$0
The Issuer's confidential offering materials discuss management fees and allocations due to the investment advisor and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Feb 15, 2024 D/A
Apollo Credit Strategies IDF Series Feeder, LP
File 021-501216
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2024 D/A
Apollo Debt Solutions IDF Series Feeder, LP
File 021-501219
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2024 D/A
Apollo AAA IDF Series Feeder, LP
File 021-501221
$0$0$0None listed on this filingEDGAR ↗
May 8, 2023 D
APOLLO CARDINAL COINVEST FUND (TE), L.P.
File 021-481153
$0$0$0None listed on this filingEDGAR ↗
May 8, 2023 D
APOLLO CARDINAL COINVEST FUND, L.P.
File 021-481154
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2022 D/A
Apollo European Principal Finance Fund IV (Dollar A), L.P.
File 021-425730
$11,500,000 (est.)$0$0
The Issuer's confidential offering materials discuss management fees and allocations due to the investment adviser and thegeneral partner, which are affiliates of the Issuer.
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Dec 19, 2022 D/A
Apollo European Principal Finance Fund IV (Dollar B), L.P.
File 021-425731
$11,500,000 (est.)$0$0
The Issuer's confidential offering materials discuss management fees and allocations due to the investment adviser and thegeneral partner, which are affiliates of the Issuer.
Mitsubishi UFJ Trust and Banking Corporation no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
Mitsubishi UFJ Alternative Investments Co., Ltd. no CRD number reported
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗		EDGAR ↗
Dec 19, 2022 D/A
Apollo European Principal Finance Fund IV (Euro B1), L.P.
File 021-425732
$11,500,000 (est.)$0$0
The Issuer's confidential offering materials discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
Mitsubishi UFJ Trust and Banking Corporation no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
Mitsubishi UFJ Alternative Investments Co., Ltd. no CRD number reported		EDGAR ↗
Jul 28, 2022 D
APOLLO MTR COINVEST FEEDER (ONSHORE), L.P.
File 021-454063
$0$0$0None listed on this filingEDGAR ↗
Jul 28, 2022 D
APOLLO MTR COINVEST FEEDER (OFFSHORE), L.P.
File 021-454064
$0$0$0None listed on this filingEDGAR ↗
Jul 28, 2022 D
APOLLO MTR COINVEST FEEDER (TE 892), L.P.
File 021-454065
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2022 D
Apollo 100 West Putnam Investor, L.P.
File 021-443371
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2021 D
Apollo Asia Real Estate II Overseas Partners, L.P.
File 021-408248
$0$0$0
The Issuer's confidential offering materials fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Oct 5, 2020 D/A
Apollo U.S. Real Estate Partners III (Offshore), L.P.
File 021-348136
$0$0$0None listed on this filingEDGAR ↗
Oct 5, 2020 D/A
Apollo U.S. Real Estate Partners III (TE), L.P.
File 021-348140
$0$0$0None listed on this filingEDGAR ↗
Oct 5, 2020 D/A
Apollo U.S. Real Estate Fund III, L.P.
File 021-348147
$0$0$0None listed on this filingEDGAR ↗
Aug 28, 2020 D
Apollo Asia Real Estate Fund II, L.P.
File 021-374413
$0$0$0
The Issuer's confidential offering materials fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Jan 3, 2020 D
AGRE Florida Retail REIT, LLC
File 021-357100
$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 ↗
Aug 16, 2019 D
AGRE Florida Retail Coinvest, L.P.
File 021-346802
$0$0$0
The Issuer's governing documents fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Nov 9, 2018 D
AGRE MHC Coinvest L.P.
File 021-325530
$0$0$0
The Issuer's governing documents fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Jun 11, 2018 D
Bishop Senior Living Coinvest L.P.
File 021-314333
$0$0$0
The Issuer's confidential offering materials fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Jun 1, 2018 D
Apollo Asia Link Holding Ltd
File 021-313712
$0$0$0
The Issuer's confidential offering materials fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Dec 15, 2017 D
Apollo Coinvest REIT (HP Industrial Platform) LLC
File 021-300938
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 7, 2017 D
Apollo Commercial Real Estate Finance, Inc.
File 021-298201
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2017 D
Apollo Asia Real Estate Co-Investors (A), L.P.
File 021-285286
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2017 D/A
Apollo Asia Real Estate Fund, L.P.
File 021-260316
$0$0$0
The Issuer's governing documents fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Feb 16, 2017 D
Apollo Asia Sprint Co-Investment Fund, L.P.
File 021-280877
$0$0$0
The Issuer's governing documents fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Dec 12, 2016 D
Apollo USRE II REIT (HP Industrial Platform) LLC
File 021-276088
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 12, 2016 D
Apollo USRE II REIT (HS Opportunistic Industrial) LLC
File 021-276090
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 12, 2016 D
Apollo USRE II REIT (Las Olas West) LLC
File 021-276092
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 12, 2016 D
Apollo USRE II REIT (Portfolio A) LLC
File 021-276093
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Apr 28, 2016 D
Apollo U.S. Real Estate Fund II (255 Courtland) Holdings, L.P.
File 021-262231
$0$0$0None listed on this filingEDGAR ↗
Dec 16, 2015 D
Apollo U.S. Real Estate Partners II (TE) L.P.
File 021-253214
$0$0$0
The Issuer's governing documents fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Dec 11, 2015 D/A
Apollo U.S. Real Estate Fund II L.P.
File 021-229871
$0$0$0
The Issuer's governing documents fully discuss management fees and allocations due to the investment adviser and the general partner, which are affiliates of the Issuer.
None listed on this filingEDGAR ↗
Oct 6, 2015 D
Apollo Commercial Real Estate Finance, Inc.
File 021-248837
$500,000$0$0Apollo Global Securities, LLC BrokerCheck CRD 153502 ↗EDGAR ↗
Jul 30, 2012 D/A
BEA/AGRE China Real Estate Fund, L.P.
File 021-181851
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2012 D
AGRE Asia Pacific Real Estate Fund, L.P.
File 021-181212
$0$0$0None listed on this filingEDGAR ↗
Aug 11, 2011 D
Apollo Residential Mortgage, Inc.
File 021-164314
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2011 D
Apollo Commercial Real Estate Finance, Inc.
File 021-164149
$999,990$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Oct 13, 2009 D
Apollo Commercial Real Estate Finance, Inc.
File 021-135188
$0$0$0None 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 59

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

AR
REITS and Finance · group: Apollo

Apollo Realty Income Solutions, Inc.

New York, NY · Oct 18, 2023 → Oct 19, 2026 · 4 filings
  • Oct 19, 2026 · D/A · $2,663,500 sold of $1,000,000,000 · 17 investors · min. $2,500 · role: Director EDGAR ↗
  • Oct 20, 2025 · D/A · $1,426,068 sold of $1,000,000,000 · 13 investors · min. $2,500 · role: Director EDGAR ↗
  • Oct 18, 2024 · D/A · $1,303,579 sold of $1,000,000,000 · 13 investors · min. $2,500 · role: Director EDGAR ↗
  • Oct 18, 2023 · D · $0 sold of $1,000,000,000 · 0 investors · min. $2,500 · role: Director EDGAR ↗

Raised $2.66M from 17 investors (0% of the $1B target) as of the latest filing. Stuart is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

AD
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. Stuart is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

AE
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. Stuart is listed as executive officer on 12 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: 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.

AT
Pooled Investment Fund · group: Apollo

Apollo Total Return Fund IG IDF, LP

New York, NY · Aug 29, 2025 → Aug 31, 2026 · 2 filings
  • Aug 31, 2026 · D/A · $10,237,405 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Aug 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗

Raised $10.2M from 1 investor as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AA
Pooled Investment Fund · group: Apollo

Apollo AAA IDF Series Feeder, LP - Series IV

New York, NY · Jul 31, 2024 → Jul 31, 2026 · 3 filings
  • Jul 31, 2026 · D/A · $49,231,449 sold of Indefinite · 43 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Jul 31, 2025 · D/A · $32,525,610 sold of Indefinite · 2 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Jul 31, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Vice President of the General Partner of the General Partner of the Issuer) EDGAR ↗

Raised $49.2M from 43 investors as of the latest filing. Stuart 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(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.

AA
Pooled Investment Fund · group: Apollo

Apollo AAA IDF Series Feeder, LP - Series II

New York, NY · Jul 31, 2024 → Jul 31, 2026 · 3 filings
  • Jul 31, 2026 · D/A · $13,528,619 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Jul 31, 2025 · D/A · $5,761,944 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Jul 31, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Vice President of the General Partner of the General Partner of the Issuer) EDGAR ↗

Raised $13.5M from 1 investor as of the latest filing. Stuart 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(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.

AM
Pooled Investment Fund · group: Apollo

Apollo Manufactured Housing Property Fund (TE), L.P.

New York, NY · Jun 23, 2026
  • Jun 23, 2026 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AM
Pooled Investment Fund · group: Apollo

Apollo Manufactured Housing Property Fund (Offshore), L.P.

New York, NY · Jun 23, 2026
  • Jun 23, 2026 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AM
Pooled Investment Fund · group: Apollo

Apollo Manufactured Housing Property Fund (892), L.P.

New York, NY · Jun 23, 2026
  • Jun 23, 2026 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AM
Pooled Investment Fund · group: Apollo

Apollo Manufactured Housing Property Fund, L.P.

New York, NY · Jun 22, 2026
  • Jun 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AD
Pooled Investment Fund · group: Apollo

Apollo Debt Solutions IDF Series Feeder, LP - Series II

New York, NY · Jun 5, 2025 → Jun 5, 2026 · 2 filings
  • Jun 5, 2026 · D/A · $16,397,266 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Jun 5, 2025 · D/A · $10,040,810 sold of Indefinite · 2 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗

Raised $16.4M from 2 investors as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AA
Pooled Investment Fund · group: Apollo

Apollo Aligned Alternatives IDF, LP

New York, NY · Dec 30, 2022 → Feb 17, 2026 · 5 filings
  • Feb 17, 2026 · D/A · $1,423,066,824 sold of Indefinite · 88 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Feb 14, 2025 · D/A · $736,808,767 sold of Indefinite · 56 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Feb 15, 2024 · D/A · $476,227,381 sold of Indefinite · 10 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗
  • Jan 4, 2024 · D/A · $474,223,219 sold of Indefinite · 3 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Dec 30, 2022 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the GP of the GP of the Issuer) EDGAR ↗

Raised $1.42B from 88 investors as of the latest filing. Stuart is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AC
Pooled Investment Fund · group: Apollo

Apollo Credit Strategies IDF, LP

New York, NY · Feb 15, 2024 → Feb 17, 2026 · 3 filings
  • Feb 17, 2026 · D/A · $60,170,084 sold of Indefinite · 16 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Feb 14, 2025 · D/A · $251,266 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Feb 15, 2024 · D/A · $251,266 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗

Raised $60.2M from 16 investors as of the latest filing. Stuart 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(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.

AD
Pooled Investment Fund · group: Apollo

Apollo Debt Solutions IDF, LP

New York, NY · Feb 15, 2024 → Feb 17, 2026 · 3 filings
  • Feb 17, 2026 · D/A · $156,112,150 sold of Indefinite · 80 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Feb 14, 2025 · D/A · $58,109,547 sold of Indefinite · 25 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Feb 15, 2024 · D/A · $20,530,625 sold of Indefinite · 6 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗

Raised $156.1M from 80 investors as of the latest filing. Stuart 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(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.

AA
Pooled Investment Fund · group: Apollo

Apollo AAA IDF Series Feeder, LP - Series III

New York, NY · Jan 31, 2025 → Feb 2, 2026 · 2 filings
  • Feb 2, 2026 · D/A · $3,111,964 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Jan 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of Issuer) EDGAR ↗

Raised $3.11M from 1 investor as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AD
Pooled Investment Fund · group: Apollo

Apollo Debt Solutions IDF Series Feeder, LP - Series III

New York, NY · Jan 31, 2025 → Feb 2, 2026 · 2 filings
  • Feb 2, 2026 · D/A · $2,920,436 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Jan 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of Issuer) EDGAR ↗

Raised $2.92M from 1 investor as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AS
Pooled Investment Fund · group: Apollo

Apollo S3 Private Markets IDF, LP

New York, NY · Dec 31, 2024 → Jan 22, 2026 · 2 filings
  • Jan 22, 2026 · D/A · $100,252,767 sold of Indefinite · 2 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗
  • Dec 31, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗

Raised $100.3M from 2 investors as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AD
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. Stuart is listed as executive officer on 7 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: 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.

AA
Other · group: Apollo

Apollo Asset Backed Credit Co LLC

New York, NY · May 2, 2024 → Dec 16, 2025 · 6 filings
  • Dec 16, 2025 · D/A · $1,589,086,605 sold of Indefinite · 3,507 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 12, 2025 · D · $440,000 sold of $440,000 · 440 investors · min. $1,000 · role: Director EDGAR ↗
  • Feb 14, 2025 · D · $1,501,258 sold of $1,501,258 · 1,540 investors · min. $974 · role: Director EDGAR ↗
  • Dec 18, 2024 · D/A · $205,939,816 sold of Indefinite · 477 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 27, 2024 · D · $38,742 sold of $38,742 · 1,540 investors · min. $25 · role: Director EDGAR ↗
  • May 2, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.59B from 3,507 investors as of the latest filing. Stuart is listed as director on 6 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: Other / 506(b) (18,678 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.

AD
Other Real Estate · group: Apollo

AX DG San Antonio, DST

New York, NY · Jul 6, 2023 → Jul 2, 2025 · 10 filings
  • Jul 2, 2025 · D/A · $38,670,000 sold of $38,670,000 · 59 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • May 22, 2025 · D/A · $35,043,270 sold of $38,670,000 · 54 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Apr 17, 2025 · D/A · $31,296,301 sold of $38,670,000 · 51 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Feb 28, 2025 · D/A · $27,000,439 sold of $38,670,000 · 43 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Dec 27, 2024 · D/A · $20,343,426 sold of $38,670,000 · 39 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Mar 27, 2024 · D/A · $10,382,799 sold of $38,670,000 · 21 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Feb 7, 2024 · D/A · $9,345,574 sold of $38,670,000 · 16 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Dec 19, 2023 · D/A · $2,023,210 sold of $38,670,000 · 12 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Aug 30, 2023 · D/A · $464,017 sold of $38,670,000 · 4 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗
  • Jul 6, 2023 · D · $269,544 sold of $38,670,000 · 2 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Manager and Signatory Trustee of the Issuer) EDGAR ↗

Raised $38.7M from 59 investors (100% of the $38.7M target) as of the latest filing. Stuart is listed as executive officer on 10 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: 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.

AA
Pooled Investment Fund · group: Apollo

Apollo Aligned Alternatives IDF Co-Investors (A), L.P.

New York, NY · May 7, 2024
  • May 7, 2024 · D · $6,904,508 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗

Raised $46.1M from 1 investor as of the latest filing. Stuart is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AA
Pooled Investment Fund · group: Apollo

Apollo Aligned Alternatives (E-2), SCSp

Luxembourg, Luxembourg (as filed: N4) · Apr 26, 2024
  • Apr 26, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Vice President of the general partner of the sole shareholder of the general partner of the issuer) EDGAR ↗

Raised $77.8M from 5 investors as of the latest filing. Stuart is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AD
Pooled Investment Fund · group: Apollo

Apollo Debt Solutions IDF Series Feeder, LP

New York, NY · Dec 29, 2023 → Feb 15, 2024 · 2 filings
  • Feb 15, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗
  • Dec 29, 2023 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AC
Pooled Investment Fund · group: Apollo

Apollo Credit Strategies IDF Series Feeder, LP

New York, NY · Dec 29, 2023 → Feb 15, 2024 · 2 filings
  • Feb 15, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗
  • Dec 29, 2023 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AA
Pooled Investment Fund · group: Apollo

Apollo AAA IDF Series Feeder, LP

New York, NY · Dec 29, 2023 → Feb 15, 2024 · 2 filings
  • Feb 15, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗
  • Dec 29, 2023 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the General Partner of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AC
Pooled Investment Fund · group: Apollo

APOLLO CARDINAL COINVEST FUND, L.P.

New York, NY · May 8, 2023
  • May 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the general partner of the general partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AC
Pooled Investment Fund · group: Apollo

APOLLO CARDINAL COINVEST FUND (TE), L.P.

New York, NY · May 8, 2023
  • May 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the general partner of the general partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AE
Pooled Investment Fund · group: Apollo

Apollo European Principal Finance Fund IV (Dollar B), L.P.

Greenwich, CT · Dec 17, 2021 → Dec 19, 2022 · 2 filings
  • Dec 19, 2022 · D/A · $2,008,112,962 sold of Indefinite · 40 investors · min. $1 · role: Executive Officer (Executive Officer of the GP of the GP of the Issuer) EDGAR ↗
  • Dec 17, 2021 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗

Raised $2.01B from 40 investors as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AE
Pooled Investment Fund · group: Apollo

Apollo European Principal Finance Fund IV (Euro B1), L.P.

Greenwich, CT · Dec 17, 2021 → Dec 19, 2022 · 2 filings
  • Dec 19, 2022 · D/A · $2,008,112,962 sold of Indefinite · 40 investors · min. $1 · role: Executive Officer (Executive Officer of the GP of the GP of the Issuer) EDGAR ↗
  • Dec 17, 2021 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗

Raised $2.01B from 40 investors as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AE
Pooled Investment Fund · group: Apollo

Apollo European Principal Finance Fund IV (Dollar A), L.P.

Greenwich, CT · Dec 17, 2021 → Dec 19, 2022 · 2 filings
  • Dec 19, 2022 · D/A · $2,008,112,962 sold of Indefinite · 40 investors · min. $1 · role: Executive Officer (Executive Officer of the GP of the GP of the Issuer) EDGAR ↗
  • Dec 17, 2021 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the general partner of the general partner of the Issuer) EDGAR ↗

Raised $2.01B from 40 investors as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AM
Pooled Investment Fund · group: Apollo

APOLLO MTR COINVEST FEEDER (TE 892), L.P.

New York, NY · Jul 28, 2022
  • Jul 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the general partner of the general partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AM
Pooled Investment Fund · group: Apollo

APOLLO MTR COINVEST FEEDER (OFFSHORE), L.P.

New York, NY · Jul 28, 2022
  • Jul 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the general partner of the general partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AM
Pooled Investment Fund · group: Apollo

APOLLO MTR COINVEST FEEDER (ONSHORE), L.P.

New York, NY · Jul 28, 2022
  • Jul 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President of the general partner of the general partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

A1
Pooled Investment Fund · group: Apollo

Apollo 100 West Putnam Investor, L.P.

New York, NY · Apr 26, 2022
  • Apr 26, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AA
Pooled Investment Fund · group: Apollo

Apollo Asia Real Estate II Overseas Partners, L.P.

New York, NY · Jul 29, 2021
  • Jul 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Executive Officer of the GP of the GP of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
Pooled Investment Fund · group: Apollo

Apollo U.S. Real Estate Partners III (TE), L.P.

New York, NY · Sep 6, 2019 → Oct 5, 2020 · 2 filings
  • Oct 5, 2020 · D/A · $60,836,070 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗
  • Sep 6, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

Raised $60.8M from 3 investors as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
Pooled Investment Fund · group: Apollo

Apollo U.S. Real Estate Partners III (Offshore), L.P.

New York, NY · Sep 6, 2019 → Oct 5, 2020 · 2 filings
  • Oct 5, 2020 · D/A · $12,789,110 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗
  • Sep 6, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

Raised $12.8M from 4 investors as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
Pooled Investment Fund · group: Apollo

Apollo U.S. Real Estate Fund III, L.P.

New York, NY · Sep 6, 2019 → Oct 5, 2020 · 2 filings
  • Oct 5, 2020 · D/A · $444,224,820 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗
  • Sep 6, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

Raised $444.2M from 17 investors as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AA
Pooled Investment Fund · group: Apollo

Apollo Asia Real Estate Fund II, L.P.

Purchase, NY · Aug 28, 2020
  • Aug 28, 2020 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the GP of the GP of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AF
REITS and Finance · group: Apollo

AGRE Florida Retail REIT, LLC

New York, NY · Jan 3, 2020
  • Jan 3, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Board Representative) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Stuart is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AF
Pooled Investment Fund · group: Apollo

AGRE Florida Retail Coinvest, L.P.

New York, NY · Aug 16, 2019
  • Aug 16, 2019 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AM
Pooled Investment Fund · group: Apollo

AGRE MHC Coinvest L.P.

New York, NY · Nov 9, 2018
  • Nov 9, 2018 · D · $247,650,000 sold of $247,650,000 · 8 investors · min. $1 · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

Raised $247.7M from 8 investors (100% of the $247.7M target) as of the latest filing. Stuart is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BS
Pooled Investment Fund · group: Apollo

Bishop Senior Living Coinvest L.P.

New York, NY · Jun 11, 2018
  • Jun 11, 2018 · D · $74,000,000 sold of $74,000,000 · 5 investors · min. $1 · role: Executive Officer (Vice President of the General Partner of the General Partner) EDGAR ↗

Raised $74M from 5 investors (100% of the $74M target) as of the latest filing. Stuart is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AA
Pooled Investment Fund · group: Apollo

Apollo Asia Link Holding Ltd

Tortola, Virgin Islands, British (as filed: D8) · Jun 1, 2018
  • Jun 1, 2018 · D · $200,000,000 sold of $200,000,000 · 5 investors · min. $100,000 · role: Executive Officer (Vice President of the General Partner of the General Partner of the Sole Shareholder) EDGAR ↗

Raised $200M from 5 investors (100% of the $200M target) as of the latest filing. Stuart is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AC
REITS and Finance · group: Apollo

Apollo Coinvest REIT (HP Industrial Platform) LLC

New York, NY · Dec 15, 2017
  • Dec 15, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Board Member) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Stuart is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AC
REITS and Finance · group: Apollo

Apollo Commercial Real Estate Finance, Inc.

New York, NY · Oct 13, 2009 → Nov 7, 2017 · 4 filings
  • Nov 7, 2017 · D · $30,794,800 sold of $30,794,800 · 1 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Oct 6, 2015 · D · $347,679,993 sold of $347,679,993 · 1 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 9, 2011 · D · $49,980,000 sold of $49,980,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 13, 2009 · D · $10,000,000 sold of $10,000,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $347.7M from 2 investors (100% of the $30.8M target) as of the latest filing. Stuart is listed as executive officer, director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

AA
Pooled Investment Fund · group: Apollo

Apollo Asia Real Estate Co-Investors (A), L.P.

New York, NY · Apr 21, 2017
  • Apr 21, 2017 · D · $3,475,000 sold of $3,475,000 · 9 investors · min. $1 · role: Executive Officer (Executive Officer of the GP of the Issuer) EDGAR ↗

Raised $3.48M from 9 investors (100% of the $3.48M target) as of the latest filing. Stuart is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AA
Pooled Investment Fund · group: Apollo

Apollo Asia Real Estate Fund, L.P.

New York, NY · Mar 30, 2016 → Mar 30, 2017 · 2 filings
  • Mar 30, 2017 · D/A · $281,775,000 sold of Indefinite · 7 investors · min. $1 · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗
  • Mar 30, 2016 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

Raised $281.8M from 7 investors as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AA
Pooled Investment Fund · group: Apollo

Apollo Asia Sprint Co-Investment Fund, L.P.

New York, NY · Feb 16, 2017
  • Feb 16, 2017 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
REITS and Finance · group: Apollo

Apollo USRE II REIT (Portfolio A) LLC

New York, NY · Dec 12, 2016
  • Dec 12, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Board Member) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Stuart is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
REITS and Finance · group: Apollo

Apollo USRE II REIT (Las Olas West) LLC

New York, NY · Dec 12, 2016
  • Dec 12, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Board Member) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Stuart is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
REITS and Finance · group: Apollo

Apollo USRE II REIT (HS Opportunistic Industrial) LLC

New York, NY · Dec 12, 2016
  • Dec 12, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Board Member) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Stuart is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
REITS and Finance · group: Apollo

Apollo USRE II REIT (HP Industrial Platform) LLC

New York, NY · Dec 12, 2016
  • Dec 12, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Board Member) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Stuart is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
Pooled Investment Fund · group: Apollo

Apollo U.S. Real Estate Fund II (255 Courtland) Holdings, L.P.

New York, NY · Apr 28, 2016
  • Apr 28, 2016 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
Pooled Investment Fund · group: Apollo

Apollo U.S. Real Estate Partners II (TE) L.P.

New York, NY · Dec 16, 2015
  • Dec 16, 2015 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AU
Pooled Investment Fund · group: Apollo

Apollo U.S. Real Estate Fund II L.P.

New York, NY · Dec 11, 2014 → Dec 11, 2015 · 2 filings
  • Dec 11, 2015 · D/A · $354,275,000 sold of $750,000,000 · 11 investors · min. $1 · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗
  • Dec 11, 2014 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Executive Officer of the GP to the GP of the Issuer) EDGAR ↗

Raised $354.3M from 11 investors (47% of the $750M target) as of the latest filing. Stuart is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BA
Pooled Investment Fund · group: Apollo

BEA/AGRE China Real Estate Fund, L.P.

New York, NY · Jul 26, 2012 → Jul 30, 2012 · 2 filings
  • Jul 30, 2012 · D/A · $0 sold of $150,000,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP of the GP of the Issuer) EDGAR ↗
  • Jul 26, 2012 · D · $0 sold of $600,000,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP of the GP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stuart is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

AA
Pooled Investment Fund · group: Apollo

AGRE Asia Pacific Real Estate Fund, L.P.

New York, NY · Jul 13, 2012
  • Jul 13, 2012 · D · $0 sold of $600,000,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP of the GP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Stuart is listed as director.

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.

AR
REITS and Finance · group: Apollo

Apollo Residential Mortgage, Inc.

New York, NY · Aug 11, 2011
  • Aug 11, 2011 · D · $5,000,000 sold of $5,000,000 · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $5M from 4 investors (100% of the $5M target) as of the latest filing. Stuart 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.

People around Stuart 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.

AR
Management entity

Apollo RE Exchange, LLC

Executive Officer · 33 shared filings (4 issuers)

Listed on the same filings as Stuart Rothstein. Their page shows their other deals.

AM
Management entity

AX Manager, LLC

Executive Officer · 14 shared filings (2 issuers)

Listed on the same filings as Stuart Rothstein. Their page shows their other deals.

AD
Management entity

AX III Depositor, LLC

Executive Officer · 12 shared filings (1 issuer)

Listed on the same filings as Stuart Rothstein. Their page shows their other deals.

AI
Management entity

AX I Depositor, LLC

Executive Officer · 10 shared filings (1 issuer)

Listed on the same filings as Stuart Rothstein. Their page shows their other deals.

AD
Management entity

AX DG St. Louis Manager, LLC

Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as Stuart Rothstein. Their page shows their other deals.

AD
Management entity

AX II Depositor, LLC

Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as Stuart Rothstein. Their page shows their other deals.

AD
Management entity

AX IV Depositor, LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Stuart Rothstein. Their page shows their other deals.

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

Jessica L. Lomm

Executive Officer · 92 shared filings (38 issuers) · also on 390 other issuers

Jessica L. Lomm is on 428 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 · 89 shared filings (36 issuers) · also on 353 other issuers

William B. Kuesel is on 389 issuers in total — a repeat sponsor. Their page lists every one.

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

Martin B. Kelly

Executive Officer · 88 shared filings (35 issuers) · also on 335 other issuers

Martin B. Kelly is on 370 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 · 81 shared filings (29 issuers) · also on 267 other issuers

Matthew Breitfelder is on 296 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 · 78 shared filings (26 issuers) · also on 225 other issuers

Catherine Mullarney is on 251 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 · 78 shared filings (35 issuers) · also on 256 other issuers

Scott Kleinman is on 291 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 · 78 shared filings (26 issuers) · also on 197 other issuers

Brian Carney is on 223 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 · 78 shared filings (26 issuers) · also on 236 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 · 78 shared filings (26 issuers) · also on 205 other issuers

Nari Na is on 231 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 · 76 shared filings (32 issuers) · also on 384 other issuers

Katherine G. Newman is on 416 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 · 73 shared filings (34 issuers) · also on 196 other issuers

James Zelter is on 230 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 · 72 shared filings (23 issuers) · also on 164 other issuers

Mandee Lee is on 187 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 · 71 shared filings (23 issuers) · also on 154 other issuers

Whitney Chatterjee is on 177 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 · 71 shared filings (23 issuers) · also on 150 other issuers

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

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

Shari Verschell

Executive Officer · 69 shared filings (35 issuers) · also on 365 other issuers

Shari Verschell is on 400 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 · 54 shared filings (18 issuers) · also on 134 other issuers

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

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

James Elworth

Executive Officer · 48 shared filings (25 issuers) · also on 317 other issuers

James Elworth is on 342 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 · 35 shared filings (5 issuers) · also on 1 other issuer

Benjamin Israel is on 6 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

Michael Lotito

Executive Officer · 35 shared filings (15 issuers) · also on 67 other issuers

Michael Lotito is on 82 issuers in total — a repeat sponsor. Their page lists every one.

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

Kristin Hester

Executive Officer · 34 shared filings (15 issuers) · also on 66 other issuers

Kristin Hester is on 81 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 · 34 shared filings (14 issuers) · also on 69 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 · 33 shared filings (4 issuers) · also on 7 other issuers

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

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

Loretta Shaw-Lorello

Executive Officer · 31 shared filings (15 issuers) · also on 110 other issuers

Loretta Shaw-Lorello is on 125 issuers in total — a repeat sponsor. Their page lists every one.

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

Philip Mintz

Director, Executive Officer · 25 shared filings (18 issuers) · also on 1 other issuer

Philip Mintz is on 19 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 · 24 shared filings (17 issuers) · also on 294 other issuers

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

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

Shari Vershell

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

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

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

Joseph D. Glatt

Executive Officer · 21 shared filings (17 issuers) · also on 165 other issuers

Joseph D. Glatt is on 182 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 · 20 shared filings (15 issuers) · also on 223 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 · 20 shared filings (15 issuers) · also on 218 other issuers

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

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

Laurie D. Medley

Executive Officer · 20 shared filings (15 issuers) · also on 213 other issuers

Laurie D. Medley is on 228 issuers in total — a repeat sponsor. Their page lists every one.

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

Byron Vielehr

Executive Officer · 19 shared filings (10 issuers) · also on 61 other issuers

Byron Vielehr is on 71 issuers in total — a repeat sponsor. Their page lists every one.

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

Daniel Duval

Executive Officer · 18 shared filings (10 issuers) · also on 60 other issuers

Daniel Duval is on 70 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

A
Sponsor group

Apollo

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

One team, 520 deal companies. Stuart Rothstein is listed on 59 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 Stuart Rothstein.

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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 59 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 1 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to Stuart Rothstein 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 59 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 Stuart Rothstein 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 (New York, NY). 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 Apollo Realty Income Solutions, Inc. (apollo.com — web search (bing) for "Apollo New York NY"; homepage names "Apollo") linkedin — linkedin — found on apollo.com ↗ found on Apollo Realty Income Solutions, Inc. youtube — youtube — found on apollo.com ↗ found on Apollo Realty Income Solutions, Inc.

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) ↗New York WebCivil Supreme ↗Connecticut Judicial Branch case look-up ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗Connecticut Secretary of State business search ↗OpenCorporates ↗

Change history

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