Sponsor Check › Person
Related person on Form D filings · address state as listed: NY · listed Dec 20, 2011 → Dec 13, 2023
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 12:09 AM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
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Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:09 AM ET.
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:09 AM ET.
State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
11 of 24 offerings report sales commissions totalling $107,890,065; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Dec 13, 2023 D/A File 021-300024 | $14,187,064 (est.) | $0 | $0 | Various no CRD number reported via WJ Lynch Investor Services, LLC (CRD 140762 ↗) Various no CRD number reported via Fas Corp. (CRD 43586 ↗) Various no CRD number reported via J. Alden Associates, Inc. (CRD 40002 ↗) Various Agents no CRD number reported via Newport Group Securities, Inc. (CRD 29722 ↗) Various Agents no CRD number reported via SGC Securities LP (CRD 118934 ↗) Various Agents no CRD number reported via AON Consulting (CRD 4138 ↗) Various Agents no CRD number reported via FNBB Capital Markets, LLC (CRD 132091 ↗) Various Agents no CRD number reported via Safeguard Securities, Inc. (CRD 31256 ↗) Various Agents no CRD number reported via FPCM Securities, LLC (CRD 38283 ↗) Various Agents no CRD number reported via Valmark Securities, Inc. (CRD 31243 ↗) Various Agents no CRD number reported via Innovation Partners, LLC (CRD 146344 ↗) Various Agents no CRD number reported via Inverness Securities, LLC. (CRD 129914 ↗) Various Agents no CRD number reported via First Heartland Capital LLC (CRD 32460 ↗) Various Agents no CRD number reported via SBHU Life Agency, Inc.* (*agency) BD- Morgan Stanley Smith Barney (CRD 149777 ↗) Various Agents no CRD number reported via MB Schoen & Associates* (*agency) BD- Private Placement Insurance Products, LLC (CRD 140139 ↗) Various Agents no CRD number reported via Lifemark Securities Corp. (CRD 16204 ↗) Various Agents no CRD number reported via Kestra Investment Services, LLC (CRD 42046 ↗) |
| EDGAR ↗ | Dec 13, 2023 D/A File 021-300029 | $70,554,239 (est.) | $0 | $0 | Various Agents no CRD number reported via M Holdings Securities, Inc. (CRD 43285 ↗) Various Agents no CRD number reported via Westport Financial Services, LLC (CRD 38449 ↗) Various Agents no CRD number reported via Executive Services Securities, LLC (CRD 25299 ↗) Various Agents no CRD number reported via Newport Group Securities, Inc. (CRD 29722 ↗) Various Agents no CRD number reported via SGC Securities LP (CRD 118934 ↗) Various Agents no CRD number reported via AON Consulting (CRD 4138 ↗) Various Agents no CRD number reported via FNBB Capital Markets, LLC (CRD 132091 ↗) Various Agents no CRD number reported via Safeguard Securities, Inc. (CRD 31256 ↗) Various Agents no CRD number reported via J. Alden Associates, Inc. (CRD 40002 ↗) Various Agents no CRD number reported via FPCM Securities, LLC (CRD 38283 ↗) Various Agents no CRD number reported via Valmark Securities, Inc. (CRD 31243 ↗) Various Agents no CRD number reported via Innovation Partners, LLC (CRD 146344 ↗) Various Agents no CRD number reported via Fas Corp. (CRD 43536 ↗) Various Agents no CRD number reported via Inverness Securities, LLC. (CRD 129914 ↗) Various Agents no CRD number reported via Lion Street Financial, LLC (CRD 165828 ↗) Various Agents no CRD number reported via Capacuity Securities, Inc. (CRD 15384 ↗) Various Agents no CRD number reported via Kestra Investment Services, LLC (CRD 42046 ↗) |
| EDGAR ↗ | Dec 13, 2023 D/A File 021-472626 | $2,417,914 (est.) | $0 | $0 | Various Agents no CRD number reported via J. Alden Associates, Inc. (CRD 40002 ↗) Various Agents no CRD number reported via First Palladium, LLC (CRD 289822 ↗) Various Agents no CRD number reported via FAS Corp. (CRD 43536 ↗) |
| EDGAR ↗ | Dec 13, 2023 D/A File 021-424099 | $0 (est.) | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 12, 2023 D/A File 021-386487 | $169 (est.) | $0 | $0 | Various no CRD number reported via METLIFE INVESTORS DISTRIBUTION COMPANY (CRD 107622 ↗) |
| EDGAR ↗ | Dec 12, 2023 D/A File 021-466987 | $1,397 (est.) | $0 | $0 | Lucas Robustelli BrokerCheck CRD 4890691 ↗ via MetLife Investors Distribution Company (CRD 107622 ↗) |
| EDGAR ↗ | Dec 12, 2023 D/A File 021-466973 | $0 (est.) | $0 | $0 | Luke Robustelli BrokerCheck CRD 4890691 ↗ via MetLife Investors Distribution Company (CRD 107622 ↗) |
| EDGAR ↗ | Jun 27, 2023 D File 021-485292 | $2,981 | $0 | $0 | Paul Notte BrokerCheck CRD 2344640 ↗ via MetLife Investors Distribution Company (CRD 107622 ↗) |
| EDGAR ↗ | Feb 3, 2023 D/A File 021-344319 | $4,509,393 (est.) | $0 | $0 | Various no CRD number reported via Fas Corp. (CRD 43586 ↗) |
| EDGAR ↗ | Sep 7, 2022 D File 021-458229 | $0 (est.) | $0 (est.) | $0 | None listed on this filing |
| EDGAR ↗ | Feb 5, 2019 D File 021-332151 | $37,140 (est.) | $0 | $0 | Various Agents no CRD number reported via MetLife Investors Distribution Company (CRD 107622 ↗) |
| EDGAR ↗ | Dec 13, 2018 D File 021-327881 | $4,465 | $0 | $0 | Various Agents no CRD number reported via MetLife Investors Distribution Company (CRD 107622 ↗) |
| EDGAR ↗ | Oct 11, 2018 D/A File 021-300021 | $15,585,303 | $0 | $0 | Various Agents no CRD number reported via M Holdings Securities, Inc. (CRD 43285 ↗) Various Agents no CRD number reported via New England Securities Corporation (CRD 615 ↗) Various Agents no CRD number reported via MSI Financial Services (CRD 19073 ↗) |
| EDGAR ↗ | Oct 5, 2018 D/A File 021-300027 | $0 | $0 | $0 | Various no CRD number reported |
| EDGAR ↗ | Jun 12, 2018 D File 021-314391 | $590,000 (est.) | $0 | $0 | FAS Corp BrokerCheck CRD 43536 ↗ via Matt Henebry |
| EDGAR ↗ | Jul 29, 2014 D File 021-221946 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such fees cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Jul 29, 2014 D File 021-221948 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such fees cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Jul 15, 2014 D/A File 021-130795 | $0 | $0 | $0 | RIM Securities LLC BrokerCheck CRD 18466 ↗ |
| EDGAR ↗ | Apr 29, 2014 D/A File 021-152337 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 29, 2014 D/A File 021-194424 | $0 | $0 | $0 The Issuer pays annual fees to its independent directors. | RIM Securities LLC BrokerCheck CRD 18466 ↗ via RIM Securities LLC (CRD 18466 ↗) |
| EDGAR ↗ | Apr 29, 2014 D/A File 021-194425 | $0 | $0 | $0 The Issuer pays annual fees to its independent directors. | RIM Securities LLC BrokerCheck CRD 18466 ↗ via RIM Securities LLC (CRD 18466 ↗) |
| EDGAR ↗ | Apr 29, 2014 D/A File 021-181579 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 29, 2014 D/A File 021-138925 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 7, 2013 D/A File 021-186921 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | METROPOLITAN LIFE INSURANCE CO | Executive Officer | Dec 13, 2023 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $8,729,322,718 | 78 similar: 1–1 | $4,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Dec 13, 2023 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $1,650,000,000 | 4 similar: 1–1 | $10,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Dec 13, 2023 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $2,766,528,797 | 116 similar: 1–1 | $150,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Dec 13, 2023 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $202,423,597 | 1 similar: 1–1 | No minimum reported similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Dec 12, 2023 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $19,600,000 | 6 similar: 1–1 | $1,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Dec 12, 2023 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $178,601,584 | 1 similar: 1–1 | $100,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN LIFE INSURANCE CO | Executive Officer | Dec 12, 2023 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $2,384,380 | 1 similar: 1–1 | $1,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Jun 27, 2023 | D | Indefinite similar: $3,999,996–$50,000,000 | $23,850,000 | 1 similar: 1–1 | $1,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Feb 3, 2023 | D | Indefinite similar: $3,999,996–$50,000,000 | $30,000,000 | 3 similar: 1–1 | $10,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Feb 3, 2023 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $311,750,000 | 5 similar: 1–1 | $118,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Feb 3, 2023 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $2,765,432,797 | 112 similar: 1–1 | $150,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | 67 Doors Cabot LLC group: Avgi | Executive Officer | Sep 7, 2022 | D | $1,250,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $50,000 similar: $15,000–$100,000 |
| EDGAR ↗ | METROPOLITAN LIFE INSURANCE CO | Executive Officer | Feb 5, 2019 | D | Indefinite similar: $3,999,996–$50,000,000 | $292,700,000 | 21 similar: 1–1 | $1,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN LIFE INSURANCE CO | Executive Officer | Dec 13, 2018 | D | Indefinite similar: $750,000–$13,000,000 | $22,511,609 | 1 similar: 1–13 | $22,500,000 similar: $6,403–$560,000 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer | Oct 11, 2018 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $62,365,586 | 37 similar: 1–1 | $100,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN LIFE INSURANCE CO | Executive Officer | Oct 9, 2018 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $8,581,207,808 | 78 similar: 1–1 | $4,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN LIFE INSURANCE CO | Executive Officer | Oct 5, 2018 | D/A | Indefinite similar: $750,000–$13,000,000 | $2,964,854,861 | 17 similar: 1–13 | $5,000,000 similar: $6,403–$560,000 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer | Oct 3, 2018 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $838,561,207 | 103 similar: 1–1 | $150,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer | Jun 29, 2018 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $61,978,794 | 69 similar: 1–1 | $100,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer | Jun 29, 2018 | D/A | Indefinite similar: $3,999,996–$50,000,000 | $838,561,207 | 97 similar: 1–1 | $150,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer | Jun 12, 2018 | D | Indefinite similar: $3,999,996–$50,000,000 | $118,000,000 | 1 similar: 1–1 | $118,000,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Dec 4, 2017 | D | Indefinite similar: $3,999,996–$50,000,000 | $413,193,707 | 65 similar: 1–1 | $150,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | METROPOLITAN TOWER LIFE INSURANCE CO | Executive Officer, Director | Dec 4, 2017 | D | Indefinite similar: $3,999,996–$50,000,000 | $60,645,373 | 69 similar: 1–1 | $100,000 similar: $1,000,000–$19,713,626 |
| EDGAR ↗ | SPECIAL OPPORTUNITIES FUND LTD. group: City | Executive Officer Mr. O'Donnell is the Chief Financial Officer of both the Issuer and the Investment Manager of the Issuer. | Jul 29, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $10,205,475 | 12 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DIVERSIFIED OPPORTUNITIES FUND LTD. group: City | Executive Officer Mr. O'Donnell is the Chief Financial Officer of both the Issuer and the Investment Manager of the Issuer. | Jul 29, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $1,223,044 | 6 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Rochdale GML Trade Finance Income Fund Ltd group: City | Executive Officer Chief Financial Officer | Jul 15, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,268,000 | 89 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | City National Rochdale Structured Claims Fixed Income Fund LLC group: City | Executive Officer William O'Donnell is the Treasurer of the Fund. | Apr 29, 2014 | D/A | $50,000,000 similar: $155,000–$5,250,000 | $40,733,611 | 185 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | City National Rochdale International Trade Fixed Income Fund group: City | Executive Officer William O'Donnell is the Treasurer of the Fund. | Apr 29, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $37,545,000 | 214 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | City National Rochdale High Yield Alternative Strategies Fund TEI LLC group: City | Executive Officer William O'Donnell is the Treasurer of the Fund. | Apr 29, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $54,933,355 | 350 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | City National Rochdale High Yield Alternative Strategies Fund LLC group: City | Executive Officer William O'Donnell is the Treasurer of the Fund. | Apr 29, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $33,284,136 | 137 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | City National Rochdale Alternative Total Return Fund LLC group: City | Executive Officer William O'Donnell is the Treasurer of the Fund. | Apr 29, 2014 | D/A | $60,000,000 similar: $155,000–$5,250,000 | $39,450,988 | 129 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Rochdale Royalty Rights Fund LLC group: City | Executive Officer William O'Donnell is the Chief Financial Officer of the Issuer. | Aug 7, 2013 | D/A | Indefinite | $7,900,000 | 33 | $25,000 |
| EDGAR ↗ | City National Rochdale International Trade Fixed Income Fund group: City | Executive Officer William O'Donnell is the Chief Financial Officer of the Issuer. | Aug 7, 2013 | D/A | Indefinite | $27,200,000 | 97 | $25,000 |
| EDGAR ↗ | City National Rochdale High Yield Alternative Strategies Fund TEI LLC group: City | Executive Officer William O'Donnell is the Chief Financial Officer of the Issuer. | Apr 3, 2013 | D | Indefinite | $0 | 0 | $25,000 |
| EDGAR ↗ | City National Rochdale High Yield Alternative Strategies Fund LLC group: City | Executive Officer William O'Donnell is the Chief Financial Officer of the Issuer. | Apr 3, 2013 | D | Indefinite | $0 | 0 | $25,000 |
| EDGAR ↗ | City National Rochdale Alternative Total Return Fund LLC group: City | Executive Officer Mr. O'Donnell is the Treasurer of the Fund. | Dec 20, 2012 | D/A | $60,000,000 | $32,844,716 | 124 | $50,000 |
| EDGAR ↗ | City National Rochdale Alternative Total Return Fund LLC group: City | Executive Officer Mr. O'Donnell is the Treasurer of the Fund. | Dec 20, 2011 | D/A | $60,000,000 | $20,155,000 | 93 | $50,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 filings); Other Real Estate / 506(b) (5,033 filings); Insurance / 506(b) (687 filings); 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.
Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as William O'Donnell. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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