# Robert Schwartz

Robert Schwartz of New York, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 46 filing roles across Form D (43), Form ADV (3).

## Filings (46)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-09-29 | Form ADV | [RCM WEALTH ADVISORS](https://search.stillhousedata.com/firm/153641) | MEMBER | CHICAGO, IL |
| 2025-09-22 | Form ADV | [IOLITE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/338911) | MEMBER | CHICAGO, IL |
| 2026-01-13 | Form ADV | [S3 CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/322956) | TRUSTEE | NEW YORK, NY |
| 2009-06-25 | Form D | [Enphase Energy, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1463101&type=&dateb=&owner=include&count=40) | Director | PETALUMA, CA |
| 2016-04-27 | Form D | [R2 SEMICONDUCTOR INC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1454762&type=&dateb=&owner=include&count=40) | Director | SUNNYVALE, CA |
| 2009-04-14 | Form D | [SEQUOIA COMMUNICATIONS CORP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1237798&type=&dateb=&owner=include&count=40) | Director | SAN DIEGO, CA |
| 2015-11-02 | Form D | [COOPER CREEK PARTNERS LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1450774&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2014-05-30 | Form D | [Apigee Corp](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1324772&type=&dateb=&owner=include&count=40) | Director | PALO ALTO, CA |
| 2012-10-19 | Form D | [INTELLEFLEX Corp](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1373461&type=&dateb=&owner=include&count=40) | Director | SANTA CLARA, CA |
| 2026-02-27 | Form D | [Cooper Creek Partners Ltd.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1543550&type=&dateb=&owner=include&count=40) | Related Person | GRAND CAYMAN, E9 |
| 2015-03-13 | Form D | [Elastica, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1548752&type=&dateb=&owner=include&count=40) | Director | SANTA CLARA, CA |
| 2015-02-13 | Form D | [CLOUDVELOX, INC.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1562922&type=&dateb=&owner=include&count=40) | Director | SANTA CLARA, CA |
| 2016-06-10 | Form D | [Burgess Creek Fund, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1577052&type=&dateb=&owner=include&count=40) | Executive Officer | STEAMBOAT SPRINGS, CO |
| 2021-02-24 | Form D | [Sentinel Labs, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1583708&type=&dateb=&owner=include&count=40) | Director | Mountain View, CA |
| 2013-11-04 | Form D | [Kumu Networks, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1558708&type=&dateb=&owner=include&count=40) | Director | PALO ALTO, CA |
| 2018-10-09 | Form D | [Krimmeni Technologies, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1553552&type=&dateb=&owner=include&count=40) | Director | Austin, TX |
| 2021-10-26 | Form D | [KENTIK TECHNOLOGIES, INC.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1620624&type=&dateb=&owner=include&count=40) | Director | SAN FRANCISCO, CA |
| 2016-07-12 | Form D | [Formation Data Systems, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1619133&type=&dateb=&owner=include&count=40) | Director | FREMONT, CA |
| 2023-06-01 | Form D | [Autonomix Medical, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1617867&type=&dateb=&owner=include&count=40) | Executive Officer | THE WOODLANDS, TX |
| 2015-12-10 | Form D | [Perion Network Ltd.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1338940&type=&dateb=&owner=include&count=40) | Executive Officer | HOLON, L3 |
| 2015-08-14 | Form D | [S3 Capital Partners LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1650846&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2017-03-02 | Form D | [Upstart Holdings, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1647639&type=&dateb=&owner=include&count=40) | Director | San Carlos, CA |
| 2016-07-07 | Form D | [SBF Opportunities Fund, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1647554&type=&dateb=&owner=include&count=40) | Executive Officer | Steamboats Springs, CO |
| 2018-09-12 | Form D | [Packet Host, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1675222&type=&dateb=&owner=include&count=40) | Director | NEW YORK, NY |
| 2018-02-13 | Form D | [Neptune Financial Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1695372&type=&dateb=&owner=include&count=40) | Director | SAN FRANCISCO, CA |
| 2017-06-29 | Form D | [S3 Capital Partners Fund II LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1710511&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2021-06-04 | Form D | [Ciphertrace. Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1737686&type=&dateb=&owner=include&count=40) | Director | Los Gatos, CA |
| 2025-02-13 | Form D | [USHUR, INC.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1747969&type=&dateb=&owner=include&count=40) | Director | SANTA CLARA, CA |
| 2019-02-11 | Form D | [S3 Capital Fund III REIT LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1767527&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2019-02-07 | Form D | [Aura Health Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1766434&type=&dateb=&owner=include&count=40) | Director | TORONTO, A6 |
| 2025-11-17 | Form D | [LifeLens Technologies, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1782780&type=&dateb=&owner=include&count=40) | Director | IVYLAND, PA |
| 2021-02-10 | Form D | [S3 Capital Fund IV REIT LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1843298&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2022-11-03 | Form D | [S3 Real Estate Credit A II LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1951670&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2022-11-03 | Form D | [S3 Real Estate Credit II LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1951619&type=&dateb=&owner=include&count=40) | Director | NEW YORK, NY |
| 2023-02-07 | Form D | [S3 Real Estate Credit REIT II LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1963497&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2023-02-07 | Form D | [S3 Real Estate Credit A REIT II LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1963586&type=&dateb=&owner=include&count=40) | Director | NEW YORK, NY |
| 2024-03-15 | Form D | [Homeware, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1971023&type=&dateb=&owner=include&count=40) | Promoter | NASHVILLE, TN |
| 2024-07-08 | Form D | [S3 SB Real Estate Capital Fund VI LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2024702&type=&dateb=&owner=include&count=40) | Executive Officer | New York, NY |
| 2025-01-28 | Form D | [S3 LB Real Estate Credit REIT III LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2047667&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2025-01-28 | Form D | [S3 LB Real Estate Credit A REIT III LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2047671&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2025-10-30 | Form D | [S3 LB Real Estate Credit A III LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043105&type=&dateb=&owner=include&count=40) | Executive Officer | New York, NY |
| 2025-10-30 | Form D | [S3 LB Real Estate Credit III LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043099&type=&dateb=&owner=include&count=40) | Executive Officer | New York, NY |
| 2026-06-30 | Form D | [S3 Small Balance RE Credit A Foreign LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2074318&type=&dateb=&owner=include&count=40) | Related Person | New York, NY |
| 2026-06-30 | Form D | [S3 Small Balance RE Credit A Domestic LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2073942&type=&dateb=&owner=include&count=40) | Related Person | New York, NY |
| 2025-11-18 | Form D | [S3 RE Perpetual Yield LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2095546&type=&dateb=&owner=include&count=40) | Executive Officer | New York, NY |
| 2026-02-06 | Form D | [S3 RE Perpetual Yield REIT LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2108970&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.