Chaudhry v. Stillwater Oz Development Fund

2025 Tex. Bus. 31
CourtTexas Business Court
DecidedAugust 12, 2025
Docket25-BC01B-0017
StatusPublished
Cited by2 cases

This text of 2025 Tex. Bus. 31 (Chaudhry v. Stillwater Oz Development Fund) is published on Counsel Stack Legal Research, covering Texas Business Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Chaudhry v. Stillwater Oz Development Fund, 2025 Tex. Bus. 31 (Tex. Super. Ct. 2025).

Opinion

FILED IN BUSINESS COURT OF TEXAS BEVERLY CRUMLEY, CLERK ENTERED 8/12/2025 2025 Tex. Bus. 31

The Business Court of Texas, 1st Division

FAISAL CHAUDHRY and § STILLWATER OZ DEVELOPMENT § FUND, LLC, individually and § derivatively on behalf of SW § TAYLOR STREET INVESTMENTS, § LLC; SW TAYLOR STREET § OWNER, LP; and SW TAYLOR § STREET DEVELOPMENT, LLC, § Chaudhry § v. § Cause No. 25-BC01B-0017 § STILLWATER CAPITAL § INVESTMENTS, LLC; SW TAYLOR § STREET MANAGER, LLC; AARON § SHERMAN; ROBERT ELLIOTT; § MCA 2800 TAYLOR LLC; and § ORIGIN BANK, Defendants § -and- § SW TAYLOR STREET § INVESTMENTS, LLC; SW TAYLOR § STREET OWNER, LP, and SW § TAYLOR STREET § DEVELOPMENT, LLC, Nominal § Defendants § ═══════════════════════════════════════ OPINION ═══════════════════════════════════════

Syllabus *

This case concerns whether (i) a party must file a separate removal notice, consent to removal, or join in another party’s notice to argue that the case is removed as to it; (ii) claims alleging common law and statutory fraud inducing a member to enter an LLC company agreement are actions “regarding” the company’s “internal affairs” or “governing documents”; (iii) the case-wide amount in controversy requirement encompasses counterclaims; and (iv) this court recognizes non-statutory grounds for declining to exercise original subject matter jurisdiction.

I. Opinion

[¶ 1] This case arises from an apartment project in Dallas, Texas. The

plaintiffs invested in a holding company intended to own and control other

entities regarding the property.

[¶ 2] Plaintiffs pled four counts. Counts one and two are derivative

causes of action asserting fiduciary breach and knowing participation causes

of action. Counts three and four allege that three defendants committed

common law and statutory real estate fraud in the fraudulent inducement of

LLC company agreements.

* This syllabus is provided for the reader’s convenience; it is not part of the court’s opinion; and it is not legal authority.

-2- [¶ 3] A defendant named in only the knowing participation count filed a

removal notice. No other defendant did so. A different defendant filed a

contract breach counterclaim arising out of the same case or controversy as

the plaintiffs’ causes of action.

[¶ 4] Plaintiffs filed two motions asking the court to (i) remand the case,

including the counterclaim, or (ii) remand or transfer parts of the case to the

district court and abate the remainder pending the district court result.

[¶ 5] The court heard oral argument on and denied the first motion

because (i) the Government Code does not require other defendants to file

separate removal notices or to formally join in or consent to a removal notice

to benefit from the removal and (ii) the court has independent original

jurisdiction over plaintiffs’ fraud causes of action.

[¶ 6] The court denied the second motion without argument because

§ 25A.004(b)’s amount in controversy requirement applies to the case as a

whole, including counterclaims.

II. The Record

[¶ 7] The court considered plaintiffs’ original and first amended

petitions, Origin Bank’s removal notice, the parties’ motions, responses,

replies, and related submissions and arguments.

-3- III. The Facts

[¶ 8] The court derives these facts from pleadings unless indicated

otherwise.1

A. The Project and Parties

[¶ 9] The “Project” is a 192-unit apartment complex on Taylor Street in

Dallas’s Deep Ellum area. 2

[¶ 10] SW Taylor Street Development, LLC (Development) was formed

to own the property.3

[¶ 11] SW Taylor Street Investments LLC (Investments) was

Development’s sole equity owner.4

[¶ 12] Defendant Stillwater Capital Investments LLC (Capital) was an

initial Investments investor.5 (The court refers to this entity as “Capital,”

instead of as “Stillwater” that Chaudhry used in his pleadings to avoid

confusion with the other entities with “Stillwater” in their names.)

1 Origin Bank’s removal notice relied on plaintiffs’ original petition to invoke this court’s subject matter jurisdiction. Plaintiffs’ first amended petition (FAP) does not include changes material to this opinion. 2 Plaintiffs’ Original Petition (POP) ¶ 16. 3 POP ¶ 20. 4 POP ¶ 20. 5 See POP ¶s 4, 16, 20.

-4- [¶ 13] Capital created SW Taylor Street Manager, LLC (Manager) to be

the sole manager for Development.6,7

[¶ 14] Plaintiff Faisal Chaudhry invested in Investments. 8

[¶ 15] Chaudry later created and owns Stillwater OZ Development

Fund, LLC (OZ), which also invested in Investments.9

[¶ 16] Defendants Aaron Sherman and Robert Elliott are Capital

members and managers.10

[¶ 17] SW Taylor Street Owner, LP (Owner) was later formed as another

holding company between Investments and Development.11

[¶ 18] Defendant Origin Bank provided a $46,545,000 construction

loan for the Project.12

6 POP ¶ 20. 7 Plaintiffs stated in their pleadings that Manager was also the manager of Investments, as well as Development. However, Defendant Capital was manager of Investments, not Manager. See Exhibit C to Origin Bank’s Response to Plaintiffs’ Motion to Remand. 8 POP ¶s 2, 20. 9 POP ¶ 24. 10 Stillwater Capital Investments, LLC, SW Taylor Street Manager, LLC, Aaron Sherman and Robert Elliott’s Response to Motion to Remand 12, n.6 (Sherman and Elliott are [Capital] members and managers); see POP ¶ 50 (“Defendants [Capital, Sherman, and Elliott] were fiduciaries, either directly or indirectly, of Investments[.]”). Plaintiffs did not dispute that Sherman and Elliott are Capital members and managers. Chaudhry calls Elliott and Sherman Capital’s “principals.” POP ¶s 22(a), 30. 11 POP ¶ 22(b). 12 POP ¶ 22(a).

-5- [¶ 19] Defendant MCA 2800 Taylor LLC (MCA) bought a $7.5 million

participation in Origin’s loan.13

B. Chaudhry’s Investment

[¶ 20] In 2020, Capital solicited Chaudhry to invest in the Project.14

The initial pitch was that Chaudhry would invest $8 million in Investments

with certain expected returns.15 That offer was based on budget and pro forma

projections that assumed total development costs of approximately $58

million, with most of those costs covered by a $48 million HUD construction

loan.16 Chaudhry paid $3 million toward his total capital contribution.17

C. The deal changes.

[¶ 21] By 2022, the deal started to change due to increased construction

costs and financing rates. 18 For example, Capital replaced HUD financing

with a commercial loan from Origin with an interest rate higher than the

proposed HUD loan’s rates.19

13 POP ¶ 29(a). 14 POP ¶ 16. 15 POP ¶ 18. 16 POP ¶ 19 17 POP ¶ 20. 18 POP ¶ 21. 19 POP ¶ 22(a).

-6- [¶ 22] At about the same time, Capital reached a deal with another

investor, “Mount Auburn,” to provide additional equity. 20 But instead of

having that investor join Development as a member, Capital created Owner—

another holding company between Investments and Development—to assume

ownership over Development’s membership interests.21 Owner’s two limited

partners were Investments and a new entity named “The Taylor Investor LP”

(Taylor Investor), which held Mount Auburn’s interests.22 This structure

entirely subordinated Chaudry’s equity interest in the Project in favor of

Capital and Mount Auburn. 23

[¶ 23] Chaudhry and Capital agreed to increase their capital

contribution to $9.5 million and roughly $1.241 million, respectively.

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Related

Chaudhry v. Stillwater Oz Development Fund
2025 Tex. Bus. 31 (Texas Business Court, 2025)

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2025 Tex. Bus. 31, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chaudhry-v-stillwater-oz-development-fund-texbizct-2025.