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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:58 AM ET

Sponsor Check › Person

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

Thomas J. Bartos

Named as an officer, director or promoter on SEC Form D filings · OH · Jun 4, 2009 → Jan 20, 2023

6deals (issuers)
$5.29Breported sold
309investors
14Form D filings
2009–2023years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:18 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Thomas J. Bartos is listed as an executive officer, director, and promoter on 14 SEC Form D filings by 6 issuers between Jun 2009 and Jan 2023. Largest by amount reported sold: Core Property Index Fund, LLC (Independence, OH — pooled investment fund — 2022–2023; $2.16B reported sold to 38 investors), Core Property Index Trust (Independence, OH — pooled investment fund — 2022–2023; $2.01B reported sold to 7 investors), Index Trust T (Independence, OH — pooled investment fund — 2021–2023; $990.1M reported sold to 2 investors), MAI Managed Volatility Fund, L.P. (Cleveland, OH — pooled investment fund — 2009–2010; $81.7M reported sold to 116 investors), MAI STRATEGIC EQUITY ALLOCATION FUND LP (Cleveland, OH — pooled investment fund — 2010; $37.3M reported sold to 21 investors) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer, director, and promoter, over about 14 years. Across those companies the filings report $5.29B sold in total.

Listed alongside Garrett E. Zdolshek (11 shared filings), Gary A. Zdolshek (11 shared filings), IDR Investment Management, LLC (11 shared filings, management entity), Wilmington Savings Fund Society, FSB (5 shared filings, management entity), Brian Thomas (4 shared filings) and 7 others.

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

The issuers belong to 2 sponsor groups: Core (11 issuers, $4.76B reported sold, 2010–2026) and Mai (74 issuers, $4.89B reported sold, 2009–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 14 public filings for Thomas J. Bartos and found 11 differences, 3 worth asking the sponsor about: Amount sold went down between filings; 5 people are no longer listed on a later amendment; and more below.

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

What the community is saying

Community search for Thomas J. Bartos has not run yet — it is joining a line of 3,141 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:18 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Thomas J. Bartos..

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

3. Bankruptcies

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

Thomas A. Bartos and Renee A. Bartos closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 07-21951 · Filed Nov 6, 2007 · Closed Feb 26, 2008
Role of Thomas A. Bartos and Renee A. Bartos: Debtor · Outcome: Case closed 2008-02-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in PA (not a filing state); middle initial differs
Thomas Bartos closed
United States Bankruptcy Court, E.D. New York · No. 1-03-17541 · Filed Jun 9, 2003 · Closed Oct 2, 2003
Role of Thomas Bartos: Debtor · Outcome: Case closed 2003-10-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:18 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

11 differences found between the filings for Thomas J. Bartos — 3 worth asking about (compared 14 filings on Oct 24, 2026)

Worth asking · May 28, 2021 – Jan 20, 2023

Amount sold went down between filings — Core Property Index Trust

The May 28, 2021 filing says $1,095,726,671 sold; the Jan 20, 2023 Form D/A says $754,000,000 sold — $341,726,671 less.

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

Form D/A (earlier) · May 28, 2021 ↗Form D/A (later) · Jan 20, 2023 ↗Core Property Index Trust — PartnerFacts page ↗
Sources
Worth asking · Sep 7, 2010 – Sep 7, 2011

Amount sold went down between filings — MAI STRATEGIC EQUITY ALLOCATION FUND LP

The Sep 7, 2010 filing says $37,323,782 sold; the Sep 7, 2011 Form D/A says $32,495,755 sold — $4,828,027 less.

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

Form D/A (earlier) · Sep 7, 2010 ↗Form D/A (later) · Sep 7, 2011 ↗MAI STRATEGIC EQUITY ALLOCATION FUND LP — PartnerFacts page ↗
Sources
Worth asking · Sep 7, 2010 – Jan 19, 2024

5 people are no longer listed on a later amendment

Thomas J. Bartos is no longer listed on the Jan 19, 2024 amendment — Core Property Index Fund, LLC · Thomas J. Bartos is no longer listed on the Jan 19, 2024 amendment — Core Property Index Trust · Thomas J. Bartos is no longer listed on the Jan 19, 2024 amendment — Index Trust T · Thomas J. Bartos is no longer listed on the Sep 7, 2011 amendment — MAI STRATEGIC EQUITY ALLOCATION FUND LP · Thomas J. Bartos is no longer listed on the Sep 7, 2011 amendment — MAI Managed Volatility Fund, L.P.

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Jan 20, 2023 ↗Form D/A · Jan 19, 2024 ↗Thomas J. Bartos — PartnerFacts page ↗Core Property Index Fund, LLC — PartnerFacts page ↗
Sources
Note · May 1, 2009 – Jun 4, 2009

Form D filed 34 days after the first sale — MAI Managed Volatility Fund, L.P.

The filing says the first sale was May 1, 2009. The Form D was filed Jun 4, 2009 — 34 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 19 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 · Jun 4, 2009 ↗MAI Managed Volatility Fund, L.P. — PartnerFacts page ↗
Sources
Note · Apr 1, 2022 – Jan 20, 2023

No amendment in the last 12 months on an offering that may still be open — IDR Core Property Index Fund Ltd (latest filing Jan 20, 2023)

The latest filing for this offering is dated Jan 20, 2023 (first sale Apr 1, 2022). It reports $4,782,809 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jan 20, 2023 ↗IDR Core Property Index Fund Ltd — PartnerFacts page ↗
Sources
Note · Apr 1, 2021 – Oct 1, 2021

No amendment in the last 12 months on an offering that may still be open — IDR Core Property Index Fund Ltd (latest filing Oct 1, 2021)

The latest filing for this offering is dated Oct 1, 2021 (first sale Apr 1, 2021). It reports $5,836,700 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Oct 1, 2021 ↗IDR Core Property Index Fund Ltd — PartnerFacts page ↗
Sources
Note · Nov 8, 2018 – Jul 15, 2021

No amendment in the last 12 months on an offering that may still be open — Index Trust T (latest filing Jul 15, 2021)

The latest filing for this offering is dated Jul 15, 2021 (first sale Nov 8, 2018). It reports $990,075,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jul 15, 2021 ↗Index Trust T — PartnerFacts page ↗
Sources
Note · Jul 15, 2021 – Jul 12, 2022

Address moved from Cleveland, OH to Independence, OH — Index Trust T

The people listed on the Jul 15, 2021 filing give Cleveland, OH; on the Jul 12, 2022 filing they give Independence, OH.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Jul 15, 2021 ↗Form D · Jul 12, 2022 ↗Index Trust T — PartnerFacts page ↗
Sources
Note · May 28, 2021 – Jan 20, 2022

Address moved from Cleveland, OH to Independence, OH — Core Property Index Trust

The people listed on the May 28, 2021 filing give Cleveland, OH; on the Jan 20, 2022 filing they give Independence, OH.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · May 28, 2021 ↗Form D · Jan 20, 2022 ↗Core Property Index Trust — PartnerFacts page ↗
Sources
Note · Oct 2, 2020 – Oct 1, 2021

Address moved from Cleveland, OH to Independence, OH — IDR Core Property Index Fund Ltd

The people listed on the Oct 2, 2020 filing give Cleveland, OH; on the Oct 1, 2021 filing they give Independence, OH.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Oct 2, 2020 ↗Form D/A · Oct 1, 2021 ↗IDR Core Property Index Fund Ltd — PartnerFacts page ↗
Sources
Note · Oct 2, 2020 – Oct 1, 2021

Minimum investment changed between filings — IDR Core Property Index Fund Ltd

The Oct 2, 2020 filing lists a minimum of $0; the Oct 1, 2021 Form D/A lists $5,000,000.

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

Form D (earlier) · Oct 2, 2020 ↗Form D/A (later) · Oct 1, 2021 ↗IDR Core Property Index Fund Ltd — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

0 of 9 offerings report sales commissions; 0 report finder's fees; 2 report proceeds to related persons totalling $268,784. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 20, 2023 D/A
Core Property Index Fund, LLC
File 021-430065
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Jan 20, 2023 D/A
IDR Core Property Index Fund Ltd
File 021-430061
$0$0$215,485
Management fee, Directors' fees and Chief Compliance Officer fees.
None listed on this filingEDGAR ↗
Jan 20, 2023 D/A
Index Trust T
File 021-451936
$0$0$0
The fund bears a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Jan 20, 2023 D/A
Core Property Index Trust
File 021-340785
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Jan 20, 2022 D
Core Property Index Trust
File 021-430064
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Oct 1, 2021 D/A
IDR Core Property Index Fund Ltd
File 021-376960
$0$0$53,299
Management fee, Directors' fees and Chief Compliance Officer fees.
None listed on this filingEDGAR ↗
Jul 15, 2021 D/A
Index Trust T
File 021-326348
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Sep 7, 2010 D/A
MAI Managed Volatility Fund, L.P.
File 021-131712
$0$0$0 (est.)
The Issuer's confidential offering materials fully discuss the annual fees entitled by the Investment Manager, an affiliate.
None listed on this filingEDGAR ↗
Sep 7, 2010 D/A
MAI STRATEGIC EQUITY ALLOCATION FUND LP
File 021-122733
$0$0$0 (est.)
Issuer's confidential offering materials fully discuss the annual fees entitled by the Investment Manager, an affiliate.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 6

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

IC
Pooled Investment Fund · group: Core

IDR Core Property Index Fund Ltd

Independence, OH · Oct 2, 2020 → Jan 20, 2023 · 4 filings
  • Jan 20, 2023 · D/A · $4,782,809 sold of Indefinite · 125 investors · min. No minimum reported · role: Executive Officer, Director (Director, Chief Financial Officer and Treasurer) EDGAR ↗
  • Jan 20, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Director, Chief Financial Officer and Treasurer) EDGAR ↗
  • Oct 1, 2021 · D/A · $5,836,700 sold of Indefinite · 17 investors · min. $5,000,000 · role: Executive Officer, Director (Director, Chief Financial Officer and Treasurer) EDGAR ↗
  • Oct 2, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Director, Chief Financial Officer and Treasurer) EDGAR ↗

Raised $5.84M from 125 investors as of the latest filing. Thomas 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: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CP
Pooled Investment Fund · group: Core

Core Property Index Fund, LLC

Independence, OH · Jan 20, 2022 → Jan 20, 2023 · 2 filings
  • Jan 20, 2023 · D/A · $138,325,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer & Treasurer of the Investment Manager) EDGAR ↗
  • Jan 20, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer & Treasurer of the Investment Manager) EDGAR ↗

Raised $2.16B from 38 investors as of the latest filing. Thomas 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(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CP
Pooled Investment Fund · group: Core

Core Property Index Trust

Independence, OH · Jan 20, 2022 → Jan 20, 2023 · 2 filings
  • Jan 20, 2023 · D/A · $754,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer & Treasurer of the Investment Manager) EDGAR ↗
  • Jan 20, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer & Treasurer of the Investment Manager) EDGAR ↗

Raised $2.01B from 7 investors as of the latest filing. Thomas 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(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

IT
Pooled Investment Fund · group: Core

Index Trust T

Independence, OH · Jul 15, 2021 → Jan 20, 2023 · 3 filings
  • Jan 20, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer & Treasurer of the Investment Manager) EDGAR ↗
  • Jul 12, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer & Treasurer of the Investment Manager) EDGAR ↗
  • Jul 15, 2021 · D/A · $990,075,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer & Treasurer of the Investment Manager) EDGAR ↗

Raised $990.1M from 2 investors as of the latest filing. Thomas is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MS
Pooled Investment Fund · group: Mai

MAI STRATEGIC EQUITY ALLOCATION FUND LP

Cleveland, OH · Sep 7, 2010
  • Sep 7, 2010 · D/A · $37,323,782 sold of Indefinite · 19 investors · min. $500,000 · role: Executive Officer, Promoter (Manager of Issuer's general partner: MAI Wealth GP, LLC) EDGAR ↗

Raised $37.3M from 21 investors as of the latest filing. Thomas is listed as executive officer, promoter.

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.

MM
Pooled Investment Fund · group: Mai

MAI Managed Volatility Fund, L.P.

Cleveland, OH · Jun 4, 2009 → Sep 7, 2010 · 2 filings
  • Sep 7, 2010 · D/A · $33,214,601 sold of Indefinite · 78 investors · min. $500,000 · role: Executive Officer, Promoter (Manager of Issuer's general partner: MAI Wealth GP, LLC) EDGAR ↗
  • Jun 4, 2009 · D · $10,594,198 sold of Indefinite · 25 investors · min. $500,000 · role: Executive Officer, Promoter (Manager of Issuer's general partner: MAI Wealth GP, LLC) EDGAR ↗

Raised $81.7M from 116 investors as of the latest filing. Thomas is listed as executive officer, promoter 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.

Other pages with the same name (1)

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

  • Thomas M. Bartos — PA, 1 issuer, Jan 29, 2015 → Jan 29, 2015 · no shared issuer

People around Thomas 12

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

II
Management entity

IDR Investment Management, LLC

Promoter · 11 shared filings (4 issuers) · also on 1 other issuer

IDR Investment Management, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Gary A. Zdolshek

Executive Officer, Director · 11 shared filings (4 issuers) · also on 7 other issuers

Gary A. Zdolshek is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Garrett E. Zdolshek

Executive Officer · 11 shared filings (4 issuers) · also on 1 other issuer

Garrett E. Zdolshek is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Lawrence Wolf

Director · 4 shared filings (1 issuer)

Listed on the same filings as Thomas J. Bartos. Their page shows their other deals.

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

Steven H. Reiff

Director, Promoter · 4 shared filings (1 issuer)

Listed on the same filings as Thomas J. Bartos. Their page shows their other deals.

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

Brian Thomas

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Thomas J. Bartos. Their page shows their other deals.

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

Geoffery Dohrmann

Director · 4 shared filings (1 issuer)

Listed on the same filings as Thomas J. Bartos. Their page shows their other deals.

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

Richard J. Buoncore

Executive Officer, Promoter · 3 shared filings (2 issuers) · also on 29 other issuers

Richard J. Buoncore is on 31 issuers in total — a repeat sponsor. Their page lists every one.

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

Gerald H. Gray

Executive Officer, Promoter · 3 shared filings (2 issuers)

Listed on the same filings as Thomas J. Bartos. Their page shows their other deals.

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

Brandon Kipp

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Thomas J. Bartos. Their page shows their other deals.

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

Roger Pries

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Thomas J. Bartos. Their page shows their other deals.

The team behind the deals

C
Sponsor group

Core

11 issuers · 42 filings · $4.76B reported sold · 2010–2026

One team, 11 deal companies. Thomas J. Bartos is listed on 4 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 Thomas J. Bartos.

M
Sponsor group

Mai

74 issuers · 144 filings · $4.89B reported sold · 2009–2026

One team, 74 deal companies. Thomas J. Bartos is listed on 2 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 Thomas J. Bartos.

Same business address

13 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 4 of the 6 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Index Trust T, Core Property Index Fund, LLC, Core Property Index Trust, IDR Core Property Index Fund Ltd.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Thomas J. Bartos by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Thomas J. Bartos 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 (Independence, OH). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

votem.com ↗ found on MAI STRATEGIC EQUITY ALLOCATION FUND LP (votem.com — same registered sponsor family (group "Altair", confidence 0.84); known from issuer CIK 1729124 (form-c))

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) ↗Franklin County OH Clerk of Courts ↗

Securities regulators

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

Business registries

Ohio Secretary of State business search ↗OpenCorporates ↗

Change history

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