Sponsor Check › Sponsor group
12 issuers linked to one sponsor · LOS ANGELES, CA
Grouped because: 33 shared people, 4 shared management entities, similar issuer names (12) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Oct 14, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found so far in sources searched for 12 of 12 issuers in this group.
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 23, 2026, 11:54 PM ET. Searched so far: 12 of 12 issuers in this group; 0 not yet searched (12 queued). Results are added automatically.
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.
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. — not yet searched; 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: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
None found so far in sources searched for 12 of 12 issuers in this group.
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 23, 2026, 11:54 PM ET. Searched so far: 12 of 12 issuers in this group; 0 not yet searched (12 queued). Results are added automatically.
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.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
0 of 25 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 14, 2026 D/A File 021-323372 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 15, 2021 D File 021-425143 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 2, 2020 D/A File 021-99001 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 2, 2020 D/A File 021-123647 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 7, 2018 D File 021-311780 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 4, 2017 D File 021-296001 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2017 D File 021-284959 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 3, 2017 D/A File 021-127799 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 21, 2017 D File 021-281051 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 15, 2017 D File 021-280716 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 15, 2017 D File 021-280718 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 12, 2017 D/A File 021-255301 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 11, 2017 D File 021-278162 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 4, 2017 D File 021-277578 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 7, 2016 D File 021-260840 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 7, 2016 D File 021-260836 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 21, 2016 D File 021-259685 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 15, 2016 D File 021-255298 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 15, 2016 D File 021-255295 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 5, 2015 D/A File 021-122452 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 15, 2015 D/A File 021-171956 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 13, 2012 D File 021-181182 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 13, 2012 D File 021-181215 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 11, 2011 D/A File 021-127798 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 13, 2010 D File 021-149002 | $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 all 12 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Aspiriant in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:40 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | shared people, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 9 | $56,907,589 offering Indefinite · similar: $155,000–$5,250,000 | 103 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2009–2017 |
| EDGAR ↗ | Advanced Capital Intelligence Global Real Estate Opportunities (Cayman), Ltd. | shared people, similar issuer names | GEORGE TOWN, GRAND CAYMAN, E9 | Pooled Investment Fund | 3 | $47,449,000 offering Indefinite · similar: $155,000–$5,250,000 | 83 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2009–2011 |
| EDGAR ↗ | Advanced Capital Intelligence Global Income Opportunities Fund LP | shared people, shared management entity, similar issuer names | San Francisco, CA | Pooled Investment Fund | 8 | $346,033,000 offering Indefinite · similar: $155,000–$5,250,000 | 98 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2009–2015 |
| EDGAR ↗ | GLOBAL REAL ESTATE OPPORTUNITIES LP | shared people, same person name on both filings, shared management entity, similar issuer names | LOS ANGELES, CA | Pooled Investment Fund | 12 | $219,733,000 offering Indefinite · similar: $155,000–$5,250,000 | 179 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2009–2020 |
| EDGAR ↗ | GLOBAL CAPITAL OPPORTUNITIES LP | shared people, same person name on both filings, shared management entity, similar issuer names | LOS ANGELES, CA | Pooled Investment Fund | 13 | $168,870,000 offering Indefinite · similar: $155,000–$5,250,000 | 116 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2009–2020 |
| EDGAR ↗ | Aspiriant Investment Advisors, LLC | shared people, same person name on both filings, shared management entity, similar issuer names | CINCINNATI, OH | Other Banking and Financial Services | 1 | $912,085 offering $912,085 · similar: $2,144,500–$20,220,000 | 12 similar: 2–24 | No minimum reported similar: $10,000–$100,000 | 2010–2010 |
| EDGAR ↗ | Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. | shared people, shared management entity, similar issuer names | San Francisco, CA | Pooled Investment Fund | 6 | $51,925,000 offering $500,000,000 · similar: $155,000–$5,250,000 | 96 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2012–2017 |
| EDGAR ↗ | ASPIRIANT, LLC | shared people, same person name on both filings, similar issuer names | LOS ANGELES, CA | Investing | 5 | $6,916,638 offering $2,634,486 · similar: $763,000–$10,000,000 | 3 similar: 4–23 | $1 similar: $10,000–$78,388 | 2012–2021 |
| EDGAR ↗ | Aspiriant Holdings, LLC | shared people, same person name on both filings, similar issuer names | LOS ANGELES, CA | Investing | 26 | $7,944,875 | 35 | $1 | 2012–2026 |
| EDGAR ↗ | ASPIRIANT HOLDINGS S3, LLC | shared people, similar issuer names | LOS ANGELES, CA | Investing | 1 | $5,694,915 offering $5,694,915 · similar: $763,000–$10,000,000 | 3 similar: 4–23 | No minimum reported similar: $10,000–$78,388 | 2016–2016 |
| EDGAR ↗ | ASPIRIANT HOLDINGS 4, LLC | shared people, similar issuer names | LOS ANGELES, CA | Other | 1 | $5,044,698 offering $5,044,698 · similar: $500,000–$7,000,000 | 1 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2016–2016 |
| EDGAR ↗ | Aspiriant Holdings S5, LLC | shared people, similar issuer names | LOS ANGELES, CA | Investing | 2 | $6,916,638 offering $6,916,638 · similar: $763,000–$10,000,000 | 4 similar: 4–23 | No minimum reported similar: $10,000–$78,388 | 2017–2017 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); Pooled Investment Fund / 506(b) (83,801 filings); Other Banking and Financial Services / 506(b) (1,630 filings); 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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Oct 14, 2026 | Aspiriant Holdings, LLC | D/A | Investing | $7,337,584 | $7,337,584 |
| EDGAR ↗ | Jul 10, 2026 | Aspiriant Holdings, LLC | D/A | Investing | $7,216,550 | $7,216,550 |
| EDGAR ↗ | May 14, 2026 | Aspiriant Holdings, LLC | D/A | Investing | $6,920,334 | $6,920,334 |
| EDGAR ↗ | Jan 14, 2026 | Aspiriant Holdings, LLC | D/A | Investing | $4,798,625 | $4,798,625 |
| EDGAR ↗ | May 13, 2025 | Aspiriant Holdings, LLC | D/A | Investing | $3,133,373 | $3,133,373 |
| EDGAR ↗ | May 14, 2024 | Aspiriant Holdings, LLC | D/A | Investing | $1,320,341 | $1,320,341 |
| EDGAR ↗ | Jul 13, 2023 | Aspiriant Holdings, LLC | D/A | Investing | $1,142,686 | $1,142,686 |
| EDGAR ↗ | May 12, 2023 | Aspiriant Holdings, LLC | D/A | Investing | $5,466,621 | $5,466,621 |
| EDGAR ↗ | May 13, 2022 | Aspiriant Holdings, LLC | D/A | Investing | $7,944,875 | $7,944,875 |
| EDGAR ↗ | Jan 27, 2022 | Aspiriant Holdings, LLC | D/A | Investing | $3,239,105 | $3,239,105 |
| EDGAR ↗ | Dec 15, 2021 | ASPIRIANT, LLC | D | Investing | $2,634,486 | $2,634,486 |
| EDGAR ↗ | Jul 8, 2021 | Aspiriant Holdings, LLC | D/A | Investing | $1,303,222 | $1,303,222 |
| EDGAR ↗ | May 11, 2021 | Aspiriant Holdings, LLC | D/A | Investing | $2,762,463 | $2,762,463 |
| EDGAR ↗ | Jan 15, 2021 | Aspiriant Holdings, LLC | D/A | Investing | $1,721,781 | $1,721,781 |
| EDGAR ↗ | May 14, 2020 | Aspiriant Holdings, LLC | D/A | Investing | $2,952,483 | $2,952,483 |
| EDGAR ↗ | Mar 2, 2020 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $168,870,000 |
| EDGAR ↗ | Mar 2, 2020 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $219,733,000 |
| EDGAR ↗ | Jan 15, 2020 | Aspiriant Holdings, LLC | D/A | Investing | $2,805,415 | $2,805,415 |
| EDGAR ↗ | May 16, 2019 | Aspiriant Holdings, LLC | D/A | Investing | $2,725,390 | $2,725,390 |
| EDGAR ↗ | May 15, 2019 | Aspiriant Holdings, LLC | D/A | Investing | $4,947,193 | $4,947,193 |
| EDGAR ↗ | Mar 1, 2019 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $163,880,000 |
| EDGAR ↗ | Mar 1, 2019 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $215,128,000 |
| EDGAR ↗ | Jan 11, 2019 | Aspiriant Holdings, LLC | D/A | Investing | $2,779,772 | $2,779,772 |
| EDGAR ↗ | Oct 11, 2018 | Aspiriant Holdings, LLC | D | Investing | $39,339 | $39,339 |
| EDGAR ↗ | May 7, 2018 | Aspiriant Holdings, LLC | D | Investing | $2,370,795 | $2,370,795 |
| EDGAR ↗ | Mar 2, 2018 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $157,130,000 |
| EDGAR ↗ | Mar 2, 2018 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $210,328,000 |
| EDGAR ↗ | Oct 4, 2017 | Aspiriant Holdings, LLC | D | Investing | $265,731 | $265,731 |
| EDGAR ↗ | Apr 17, 2017 | Aspiriant Holdings S5, LLC | D | Investing | $6,916,638 | $6,916,638 |
| EDGAR ↗ | Mar 3, 2017 | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $50,118,612 |
| EDGAR ↗ | Mar 3, 2017 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $153,130,000 |
| EDGAR ↗ | Mar 3, 2017 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $205,878,000 |
| EDGAR ↗ | Feb 21, 2017 | Aspiriant Holdings S5, LLC | D | Investing | $100 | $100 |
| EDGAR ↗ | Feb 15, 2017 | ASPIRIANT, LLC | D | Investing | $6,916,638 | $6,916,638 |
| EDGAR ↗ | Feb 15, 2017 | Aspiriant Holdings, LLC | D | Investing | $800,000 | $800,000 |
| EDGAR ↗ | Jan 12, 2017 | Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. | D/A | Pooled Investment Fund | $500,000,000 | $51,925,000 |
| EDGAR ↗ | Jan 11, 2017 | Aspiriant Holdings, LLC | D | Investing | $1,245,559 | $1,245,559 |
| EDGAR ↗ | Jan 4, 2017 | Aspiriant Holdings, LLC | D | Investing | $5,044,698 | $5,044,698 |
| EDGAR ↗ | Apr 7, 2016 | ASPIRIANT HOLDINGS 4, LLC | D | Other | $5,044,698 | $5,044,698 |
| EDGAR ↗ | Apr 7, 2016 | ASPIRIANT, LLC | D | Investing | $5,044,698 | $5,044,698 |
| EDGAR ↗ | Mar 24, 2016 | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $50,118,612 |
| EDGAR ↗ | Mar 24, 2016 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $152,230,000 |
| EDGAR ↗ | Mar 24, 2016 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $204,778,000 |
| EDGAR ↗ | Mar 21, 2016 | ASPIRIANT HOLDINGS S3, LLC | D | Investing | $5,694,915 | $5,694,915 |
| EDGAR ↗ | Jan 15, 2016 | Aspiriant Holdings, LLC | D | Investing | $953,746 | $953,746 |
| EDGAR ↗ | Jan 15, 2016 | Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. | D | Pooled Investment Fund | $500,000,000 | $51,925,000 |
| EDGAR ↗ | Jan 15, 2016 | ASPIRIANT, LLC | D | Investing | $5,763,576 | $5,763,576 |
| EDGAR ↗ | Mar 5, 2015 | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $49,576,612 |
| EDGAR ↗ | Mar 5, 2015 | Advanced Capital Intelligence Global Income Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $346,033,000 |
| EDGAR ↗ | Mar 5, 2015 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $147,850,000 |
| EDGAR ↗ | Mar 5, 2015 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $196,038,000 |
| EDGAR ↗ | Jan 15, 2015 | Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. | D/A | Pooled Investment Fund | $500,000,000 | $51,825,000 |
| EDGAR ↗ | Mar 6, 2014 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $170,035,000 |
| EDGAR ↗ | Mar 6, 2014 | Advanced Capital Intelligence Global Income Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $282,853,000 |
| EDGAR ↗ | Mar 6, 2014 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $126,080,000 |
| EDGAR ↗ | Mar 6, 2014 | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $49,406,612 |
| EDGAR ↗ | Jan 15, 2014 | Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. | D/A | Pooled Investment Fund | $500,000,000 | $50,442,000 |
| EDGAR ↗ | Mar 7, 2013 | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $54,635,853 |
| EDGAR ↗ | Mar 7, 2013 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $117,520,000 |
| EDGAR ↗ | Mar 7, 2013 | Advanced Capital Intelligence Global Income Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $268,107,000 |
| EDGAR ↗ | Mar 7, 2013 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $159,920,000 |
| EDGAR ↗ | Jan 15, 2013 | Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. | D/A | Pooled Investment Fund | $500,000,000 | $49,827,000 |
| EDGAR ↗ | Jul 13, 2012 | ASPIRIANT, LLC | D | Investing | $4,585,958 | $4,585,958 |
| EDGAR ↗ | Jul 13, 2012 | Aspiriant Holdings, LLC | D | Investing | $4,585,958 | $4,585,958 |
| EDGAR ↗ | Mar 8, 2012 | Advanced Capital Intelligence Global Income Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $194,685,000 |
| EDGAR ↗ | Mar 8, 2012 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $134,778,021 |
| EDGAR ↗ | Mar 8, 2012 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $99,660,000 |
| EDGAR ↗ | Mar 8, 2012 | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $52,045,853 |
| EDGAR ↗ | Jan 17, 2012 | Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. | D | Pooled Investment Fund | $500,000,000 | $26,718,815 |
| EDGAR ↗ | Mar 11, 2011 | Advanced Capital Intelligence Global Real Estate Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $47,449,000 |
| EDGAR ↗ | Mar 11, 2011 | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $56,907,589 |
| EDGAR ↗ | Mar 10, 2011 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $85,030,000 |
| EDGAR ↗ | Mar 10, 2011 | Advanced Capital Intelligence Global Income Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $126,480,000 |
| EDGAR ↗ | Mar 10, 2011 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $101,940,000 |
| EDGAR ↗ | Oct 13, 2010 | Aspiriant Investment Advisors, LLC | D | Other Banking and Financial Services | $912,085 | $912,085 |
| EDGAR ↗ | Mar 12, 2010 | Advanced Capital Intelligence Global Real Estate Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $32,879,000 |
| EDGAR ↗ | Mar 12, 2010 | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $41,714,452 |
| EDGAR ↗ | Mar 12, 2010 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $77,000,000 |
| EDGAR ↗ | Mar 12, 2010 | Advanced Capital Intelligence Global Income Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $90,434,447 |
| EDGAR ↗ | Mar 12, 2010 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $85,310,000 |
| EDGAR ↗ | Mar 13, 2009 | Advanced Capital Intelligence Global Real Estate Opportunities (Cayman), Ltd. | D | Pooled Investment Fund | Indefinite | $30,969,000 |
| EDGAR ↗ | Mar 13, 2009 | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | D | Pooled Investment Fund | Indefinite | $40,734,452 |
| EDGAR ↗ | Mar 13, 2009 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $64,835,000 |
| EDGAR ↗ | Mar 13, 2009 | GLOBAL CAPITAL OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $64,835,000 |
| EDGAR ↗ | Mar 13, 2009 | Advanced Capital Intelligence Global Income Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $49,200,000 |
| EDGAR ↗ | Mar 13, 2009 | Advanced Capital Intelligence Global Income Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $49,200,000 |
| EDGAR ↗ | Mar 13, 2009 | GLOBAL REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $52,015,000 |
Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 14, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009), Other Banking and Financial Services (2010), Pooled Investment Fund (2012), Investing (2012–2016), Pooled Investment Fund (2016), Investing (2016), Other (2016). Latest offering: Investing (2017–2021; most recent Dec 15, 2021).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Michael Harris Kossman | Executive Officer, Director | 12 | Mar 13, 2009 → May 13, 2022 |
| Robert Joseph Francais | Executive Officer, Director | 10 | Mar 13, 2009 → Oct 14, 2026 |
| Thomas G. Tracy | Executive Officer, Director | 10 | Oct 13, 2010 → Jul 13, 2023 |
| Marc Sangree Primiani | Executive Officer | 10 | Oct 13, 2010 → May 13, 2022 |
| Bret Magpiong | Executive Officer, Director | 10 | Jan 15, 2013 → Dec 15, 2021 |
| John Allen | Executive Officer | 9 | Mar 6, 2014 → Oct 14, 2026 |
| Karen Ruth Blodgett | Director | 9 | Mar 10, 2011 → May 14, 2024 |
| Kenneth Jeffery Anderson | Director | 9 | Mar 10, 2011 → Jul 8, 2021 |
| Robert Marc Wagman | Director, Executive Officer | 9 | Mar 13, 2009 → Apr 7, 2016 |
| Jason Terrance Thomas | Executive Officer, Director | 9 | Mar 13, 2009 → Mar 7, 2013 |
| Brett Allen Gookin | Director | 7 | Mar 8, 2012 → Apr 7, 2016 |
| Gregory R. Schick | Director | 6 | Mar 10, 2011 → May 13, 2025 |
| Lorraine Fox | Director | 6 | Jan 4, 2017 → Dec 15, 2021 |
| Mark Petrie | Director | 6 | Jan 4, 2017 → Dec 15, 2021 |
| NEIL HOKANSON | Director | 6 | Jan 4, 2017 → Oct 11, 2018 |
| Michael Putnam Fitzhugh | Director | 6 | Mar 10, 2011 → Mar 7, 2013 |
| Timothy Reynolds | Director | 6 | Jul 13, 2012 → Mar 7, 2013 |
| Paul Nikolai | Director | 5 | Oct 13, 2010 → Dec 15, 2021 |
| Marc Castellani | Director, Executive Officer | 4 | Jan 12, 2017 → Oct 14, 2026 |
| Doug Hendrickson | Executive Officer | 4 | Jan 4, 2017 → Dec 15, 2021 |
| Advanced Capital Intelligence, LLC entity | Executive Officer, Promoter | 4 | Mar 13, 2009 → Mar 2, 2020 |
| Aspiriant Holdings Corporation entity | Executive Officer, Promoter | 4 | Jan 17, 2012 → Mar 2, 2020 |
| Carl D. Forster | Director | 4 | Jan 15, 2015 → Mar 2, 2020 |
| MICHAEL B. WEISSMAN | Director | 4 | Jan 15, 2016 → Apr 7, 2016 |
| Michael Weisman | Director | 4 | Jan 15, 2014 → Mar 24, 2016 |
| Jennifer Kenning | Director | 4 | Jan 15, 2014 → Mar 6, 2014 |
| Aspiriant, LLC entity | Executive Officer, Promoter | 4 | Mar 13, 2009 → Mar 10, 2011 |
| Kenneth Charles Gott | Executive Officer | 4 | Oct 13, 2010 → Mar 10, 2011 |
| Douglas S. Hendrickson | Executive Officer | 3 | Mar 3, 2017 → Jul 10, 2026 |
| Aspiriant Holdings S2, LLC entity | Executive Officer, Promoter | 3 | Jan 15, 2013 → Mar 2, 2020 |
| Carl D. Forster | Director | 3 | Jan 15, 2016 → May 7, 2018 |
| Stephen Timothy Kochis | Director | 3 | Mar 10, 2011 → Mar 10, 2011 |
| Tim Kochis | Director | 3 | Mar 13, 2009 → Mar 12, 2010 |
| Summer Hammons | Executive Officer | 2 | May 11, 2021 → Oct 14, 2026 |
| Cammie Doder | Executive Officer | 2 | May 11, 2021 → Jan 14, 2026 |
| Carl R. Forster | Director | 2 | Oct 11, 2018 → Dec 15, 2021 |
| CARL FORSTER | Director | 2 | Mar 21, 2016 → Apr 7, 2016 |
| Young Kim | Executive Officer | 1 | Jan 14, 2026 → Oct 14, 2026 |
| Sandi Bragar | Executive Officer | 1 | Jan 27, 2022 → Oct 14, 2026 |
| Ryan Benson | Director | 1 | Jan 27, 2022 → Oct 14, 2026 |
| Lynne Born | Executive Officer | 1 | Jan 27, 2022 → Oct 14, 2026 |
| Michael Lavalle | Executive Officer | 1 | May 13, 2025 → Oct 14, 2026 |
| Shanda Gentry | Executive Officer | 1 | May 13, 2025 → Oct 14, 2026 |
| Helen Dietz | Director | 1 | May 13, 2025 → Oct 14, 2026 |
| Jeanette Gorgas | Director | 1 | May 13, 2025 → Oct 14, 2026 |
| Andrew Putterman | Director | 1 | May 13, 2025 → Oct 14, 2026 |
| Gavin Neil | Director | 1 | Jan 14, 2026 → Oct 14, 2026 |
| Alec Manoukian | Executive Officer | 1 | Jan 14, 2026 → Oct 14, 2026 |
| Joanna L. Lohkamp | Director | 1 | Jan 27, 2022 → May 14, 2024 |
| Marcelo Modica | Director | 1 | May 13, 2022 → May 14, 2024 |
| Robert J. Francis | Executive Officer | 1 | Oct 11, 2018 → Jul 8, 2021 |
| Ruth Aspiriant Holdings S3, LLC entity | Executive Officer, Promoter | 1 | Mar 3, 2017 → Mar 3, 2017 |
| S. Aspiriant Holdings S3, LLC entity | Executive Officer, Promoter | 1 | Mar 3, 2017 → Mar 3, 2017 |
| D. Aspiriant Holdings S3, LLC entity | Executive Officer, Promoter | 1 | Jan 12, 2017 → Jan 12, 2017 |
| D. Aspiriant Holdings 4, LLC entity | Executive Officer, Promoter | 1 | Jan 12, 2017 → Jan 12, 2017 |
| Ruth Aspiriant Holdings S2, LLC entity | Executive Officer, Promoter | 1 | Mar 7, 2013 → Mar 5, 2015 |
| David C. Grecsek | Executive Officer | 1 | Jan 15, 2014 → Jan 15, 2014 |
| Ruth Aspiriant Holdings Corporation entity | Executive Officer, Promoter | 1 | Mar 8, 2012 → Mar 8, 2012 |
| Bradley A. Weber | Director | 1 | Oct 13, 2010 → Oct 13, 2010 |
| John P. Petrie | Director | 1 | Oct 13, 2010 → Oct 13, 2010 |
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