PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:36 AM ET

Sponsor Check › Sponsor group

B

Bluemountain

One sponsor team, 16 deal companies · New York, NY

Grouped because: 12 shared people, 2 shared management entities, same business address (16 issuers), similar issuer names (16) (automatic match from the filings) · not the same sponsor?

16deal companies
$7.73Breported sold
2,465investors
50Form D filings
2012–2019active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Aug 13, 2019 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Bluemountain is a sponsor group of 16 issuers that PartnerFacts links to one sponsor (shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 50 Form D filings between Oct 2012 and Aug 2019.

What this means One team, 16 deal companies, about 7 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $7.73B to 2,465 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (15), REITS and Finance (1). Issuers are based in NY (16).

What this means $7.73B raised across the group, about $3.13M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: BlueMountain Capital Management, LLC (15 issuers, executive officer and director, entity), Gary Linford (15 issuers, director), Andrew Feldstein (13 issuers, executive officer, director, and promoter), Elizabeth Gile (10 issuers, director), Mark Shapiro (10 issuers, executive officer and director) and 20 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Aug 13, 2019.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 1 state regulator order, 3 bankruptcy cases matching the name listed in Key records below.

What this means 4 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 50 public filings for Bluemountain and found 20 differences, 12 worth asking the sponsor about: Regulator action naming a team member: Mark David Shapiro (CPA) (Sep 12, 2008); Paid seller listed without a CRD number: Teneo Partners Japan Limited; 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 Bluemountain has not run yet — it is joining a line of 36,650 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

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, 2:16 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

1 state regulator order

Consent order AR · Arkansas Securities Department
Order date Mar 25, 2016 · Regulator: Arkansas Securities Department · S-16-0023-16-CO01 & S-16-0024-16-CO01 · Parties (regulator's caption): BLUE MOUNTAIN CASIS CA L.P. and BLUE MOUNTAIN CREDIT ALTERNATIVES FUND L.P.
As listed by the regulator: Consent order entered in connection with a filing violation of the Arkansas Securities Act and Rules of the Arkansas Securities Commissioner as a notice filer for covered securities failed to file its Form D with the Department within the required time frame after the first sale in Arkansas. Order / docket ↗ Regulator's list ↗
exact company name in the order; regulator in AR, issuer in NY
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 Bluemountain..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

3 cases: 2 closed (disposition not in docket feed), 1 open

Rowe v. Bluemountain Inc. closed matched at sponsor-group level (Bluemountain)
United States Bankruptcy Court, D. Utah · No. 24-02128 · Filed Oct 7, 2024 · Closed Oct 24, 2024
Role of Bluemountain Inc.: Defendant · Outcome: Case closed 2024-10-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in UT (not the issuer's state)
Bluemountain Inc. open matched at sponsor-group level (Bluemountain)
United States Bankruptcy Court, D. Utah · No. 24-20481 · Filed Feb 5, 2024
Role of Bluemountain Inc.: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in UT (not the issuer's state)
Official Committee of Unsecured Creditors of Verit v. Bluemountain Guadalupe Peak Fund L.P., A Delaware closed
United States Bankruptcy Court, C.D. California · No. 2:20-ap-01616 · Filed Aug 28, 2020 · Closed Oct 24, 2022 · Nature of suit: 13 Recovery of money/property - 548 fraudulent transfer; 91 Declaratory judgment
Role of Official Committee of Unsecured Creditors of Verit v. Bluemountain Guadalupe Peak Fund L.P., A Delaware: Party · Outcome: Case closed 2022-10-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's 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, 2:16 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

No comparisons published

What is compared

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 from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

20 differences found between the filings for Bluemountain — 12 worth asking about (compared 50 filings on Oct 24, 2026)

Worth asking · Sep 12, 2008

Regulator action naming a team member: Mark David Shapiro (CPA) (Sep 12, 2008)

A ap release dated Sep 12, 2008 names Mark Shapiro (listed on the same filings). Our match estimate: 70%. The release is the source; we do not summarize its outcome here.

What this means A regulator filed or announced an action naming this person or company (or someone on the same filings). Read the release; ask the sponsor what it was and how it ended.

Mark David Shapiro (CPA) ↗Mark Shapiro — PartnerFacts page ↗
Sources
Note · Mar 25, 1998 – Mar 17, 2005

Bankruptcy case: Richard C. Breeden, Esq. v. Gerstein — filed Mar 25, 1998

United States Bankruptcy Court, N.D. New York docket "Richard C. Breeden, Esq. v. Gerstein" filed Mar 25, 1998, closed Mar 17, 2005. Alan Gerstein (listed on the same filings) is listed as Defendant ("Gerstein"). Our match estimate: 65%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. New York ↗Alan Gerstein — PartnerFacts page ↗
Sources
Note · Mar 26, 1998 – Aug 22, 2000

Bankruptcy case: Richard C. Breeden, Esq. v. Gerstein — filed Mar 26, 1998

United States Bankruptcy Court, N.D. New York docket "Richard C. Breeden, Esq. v. Gerstein" filed Mar 26, 1998, closed Aug 22, 2000. Alan Gerstein (listed on the same filings) is listed as Defendant ("Gerstein"). Our match estimate: 65%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. New York ↗Alan Gerstein — PartnerFacts page ↗
Sources
Worth asking · Aug 13, 2019

Paid seller listed without a CRD number: Teneo Partners Japan Limited — BlueMountain Fixed Income Relative Value Fund Ltd.

Teneo Partners Japan Limited is listed as receiving sales compensation on 1 filing (Aug 13, 2019) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Aug 13, 2019 ↗BrokerCheck search: Teneo Partners Japan Limited ↗BlueMountain Fixed Income Relative Value Fund Ltd. — PartnerFacts page ↗
Sources
Worth asking · Nov 30, 2015 – Jan 25, 2016

Paid seller listed without a CRD number: Teneo Partners Japan Limited — Blue Mountain Credit Alternatives Fund L.P.

Teneo Partners Japan Limited is listed as receiving sales compensation on 3 filings (Nov 30, 2015 to Jan 25, 2016) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jan 25, 2016 ↗BrokerCheck search: Teneo Partners Japan Limited ↗Blue Mountain Credit Alternatives Fund L.P. — PartnerFacts page ↗
Sources
Worth asking · Nov 30, 2015

Paid seller listed without a CRD number: Teneo Partners Japan Limited — Blue Mountain Credit Alternatives Fund Ltd.

Teneo Partners Japan Limited is listed as receiving sales compensation on 1 filing (Nov 30, 2015) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Nov 30, 2015 ↗BrokerCheck search: Teneo Partners Japan Limited ↗Blue Mountain Credit Alternatives Fund Ltd. — PartnerFacts page ↗
Sources
Worth asking · Oct 19, 2012 – Feb 12, 2014

22 other issuers file from the same address — 2 member issuers (BlueMountain Credit Opportunities Fund I L.P.; BlueMountain Guadalupe Peak Fund L.P.)

The address on file, 280 Park Avenue, 5th Floor East, New York, NY, is used by 24 issuers in our index across 3 sponsor groups; 22 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

BlueMountain Credit Opportunities Fund I L.P. — PartnerFacts page ↗BlueMountain Guadalupe Peak Fund L.P. — PartnerFacts page ↗EDGAR filer page · BlueMountain Credit Opportunities Fund I L.P. ↗
Sources
Worth asking · Nov 1, 2003 – Jan 17, 2017

9 Form Ds were filed more than 15 days after the first sale

Form D filed 2,892 days after the first sale — BlueMountain Global Volatility Fund L.P. · Form D filed 3,196 days after the first sale — BlueMountain Global Volatility Fund Ltd. · Form D filed 943 days after the first sale — BlueMountain CAIS CA L.P. · Form D filed 882 days after the first sale — BlueMountain CAIS CA Ltd. · Form D filed 4,412 days after the first sale — Blue Mountain Credit Alternatives Fund L.P. · and 4 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Nov 30, 2015 ↗BlueMountain Global Volatility Fund L.P. — PartnerFacts page ↗Form D · Nov 30, 2015 ↗BlueMountain Global Volatility Fund Ltd. — PartnerFacts page ↗
Sources
Note · Nov 1, 2003 – Aug 13, 2019

13 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — BlueMountain Fixed Income Relative Value Fund L.P. (latest filing Aug 13, 2019) · No amendment in the last 12 months on an offering that may still be open — BlueMountain CAIS CA Ltd. (latest filing Jul 15, 2019) · No amendment in the last 12 months on an offering that may still be open — BlueMountain Global Volatility Fund Ltd. (latest filing Jul 15, 2019) · No amendment in the last 12 months on an offering that may still be open — BlueMountain Global Volatility Fund L.P. (latest filing Jul 15, 2019) · No amendment in the last 12 months on an offering that may still be open — BlueMountain CAIS CA L.P. (latest filing Jul 15, 2019) · and 8 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Aug 13, 2019 ↗BlueMountain Fixed Income Relative Value Fund L.P. — PartnerFacts page ↗Form D/A · Jul 15, 2019 ↗BlueMountain CAIS CA Ltd. — PartnerFacts page ↗
Sources
Worth asking · Jul 17, 2015 – Jul 15, 2019

11 people are no longer listed on a later amendment

Nathaniel Dalton is no longer listed on the Jul 15, 2019 amendment — Blue Mountain Credit Alternatives Fund Ltd. · Nathaniel Dalton is no longer listed on the Jul 15, 2019 amendment — Blue Mountain Credit Alternatives Fund L.P. · BlueMountain Equity GP, LLC is no longer listed on the Jul 16, 2018 amendment — BlueMountain Global Volatility Fund L.P. · Andrew Feldstein is no longer listed on the Jul 14, 2017 amendment — BlueMountain Global Volatility Fund Ltd. · Andrew Feldstein is no longer listed on the Jul 14, 2017 amendment — BlueMountain Global Volatility Fund L.P. · and 6 more

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

Form D/A · Jul 16, 2018 ↗Form D/A · Jul 15, 2019 ↗Nathaniel Dalton — PartnerFacts page ↗Blue Mountain Credit Alternatives Fund Ltd. — PartnerFacts page ↗
Sources
Note · Jan 17, 2017 – Jul 14, 2017

Andrew Feldstein's role changed at BlueMountain Systematic Fund L.P.: executive officer → executive officer, director

The Jan 17, 2017 filing lists Andrew Feldstein as executive officer; the Jul 14, 2017 Form D/A lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Jan 17, 2017 ↗Form D/A · Jul 14, 2017 ↗Andrew Feldstein — PartnerFacts page ↗BlueMountain Systematic Fund L.P. — PartnerFacts page ↗
Sources
Note · Jul 15, 2019

John R. Erickson is written 2 different ways on the filings

listed as "John R. Erickson" on the Jul 15, 2019 filing, and "John Erickson" on the Jul 15, 2019 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D/A · Jul 15, 2019 ↗Form D/A · Jul 15, 2019 ↗John R. Erickson — PartnerFacts page ↗
Sources
Note · Oct 19, 2012 – Feb 12, 2014

Andrew Feldstein is written 2 different ways on the filings

listed as "Andrew Feldstein" on 22 filings (from Oct 19, 2012), and "Andrew Tomilson Feldstein" on 11 filings (from Feb 12, 2014).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 19, 2012 ↗Form D · Feb 12, 2014 ↗Andrew Feldstein — PartnerFacts page ↗
Sources
Worth asking · Aug 13, 2019

2 separate companies in this group use the same name: "BlueMountain Fixed Income Relative Value Fund Ltd."

CIK 1784621 (first filed Aug 13, 2019, New York, NY); CIK 1784620 (first filed Aug 13, 2019, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

BlueMountain Fixed Income Relative Value Fund Ltd. — PartnerFacts page ↗BlueMountain Fixed Income Relative Value Fund L.P. — PartnerFacts page ↗EDGAR filer page · CIK 1784621 ↗EDGAR filer page · CIK 1784620 ↗
Sources
Worth asking · Nov 30, 2015

2 separate companies in this group use the same name: "BlueMountain Global Volatility Fund Ltd."

CIK 1547895 (first filed Nov 30, 2015, New York, NY); CIK 1547894 (first filed Nov 30, 2015, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

BlueMountain Global Volatility Fund Ltd. — PartnerFacts page ↗BlueMountain Global Volatility Fund L.P. — PartnerFacts page ↗EDGAR filer page · CIK 1547895 ↗EDGAR filer page · CIK 1547894 ↗
Sources
Worth asking · Nov 30, 2015

2 separate companies in this group use the same name: "Blue Mountain Credit Alternatives Fund Ltd."

CIK 1547971 (first filed Nov 30, 2015, New York, NY); CIK 1547901 (first filed Nov 30, 2015, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

Blue Mountain Credit Alternatives Fund Ltd. — PartnerFacts page ↗Blue Mountain Credit Alternatives Fund L.P. — PartnerFacts page ↗EDGAR filer page · CIK 1547971 ↗EDGAR filer page · CIK 1547901 ↗
Sources
Worth asking · Nov 30, 2015

2 separate companies in this group use the same name: "BlueMountain CAIS CA L.P."

CIK 1598415 (first filed Nov 30, 2015, New York, NY); CIK 1598413 (first filed Nov 30, 2015, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

BlueMountain CAIS CA L.P. — PartnerFacts page ↗BlueMountain CAIS CA Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1598415 ↗EDGAR filer page · CIK 1598413 ↗
Sources
Worth asking · Jul 17, 2015

2 separate companies in this group use the same name: "BlueMountain Long/Short Equity Fund Ltd."

CIK 1646996 (first filed Jul 17, 2015, New York, NY); CIK 1547902 (first filed Jul 17, 2015, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

BlueMountain Long/Short Equity Fund Ltd. — PartnerFacts page ↗BlueMountain Long/Short Equity Fund L.P. — PartnerFacts page ↗EDGAR filer page · CIK 1646996 ↗EDGAR filer page · CIK 1547902 ↗
Sources
Note · Oct 19, 2012 – Aug 13, 2019

Member companies were formed in 2 different states

Delaware (10), Cayman Islands (6) — out of 16 member issuers. The odd ones out: BlueMountain Global Volatility Fund Ltd. (Cayman Islands); Blue Mountain Credit Alternatives Fund Ltd. (Cayman Islands); BlueMountain CAIS CA Ltd. (Cayman Islands); BlueMountain Summit Opportunities Fund II (Cayman) L.P. (Cayman Islands); BlueMountain Long/Short Equity Fund Ltd. (Cayman Islands); BlueMountain Fixed Income Relative Value Fund Ltd. (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Bluemountain — sponsor group page ↗BlueMountain Global Volatility Fund Ltd. — PartnerFacts page ↗Blue Mountain Credit Alternatives Fund Ltd. — PartnerFacts page ↗BlueMountain CAIS CA Ltd. — PartnerFacts page ↗
Sources
Note · Oct 19, 2012 – Jul 15, 2019

4 issuers used a different name before

Issuer used a different name before — BlueMountain Global Volatility Fund Ltd. · Issuer used a different name before — BlueMountain Global Volatility Fund L.P. · Issuer used a different name before — BlueMountain Long/Short Equity Fund Ltd. · Issuer used a different name before — BlueMountain Credit Opportunities Fund I L.P.

What this means Match the CIK on your documents, not just the name.

EDGAR filer page ↗BlueMountain Global Volatility Fund Ltd. — PartnerFacts page ↗EDGAR filer page ↗BlueMountain Global Volatility Fund L.P. — 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

8 of 16 offerings report sales commissions totalling $52,039,409; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 13, 2019 D
BlueMountain Fixed Income Relative Value Fund Ltd.
File 021-346458
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value as set forth in the offering materials.
Teneo Partners Japan Limited no CRD number reportedEDGAR ↗
Aug 13, 2019 D
BlueMountain Fixed Income Relative Value Fund L.P.
File 021-346459
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value and the General Partner receives a performance allocation as set forth in the offering materials.
None listed on this filingEDGAR ↗
Jul 15, 2019 D/A
Blue Mountain Credit Alternatives Fund Ltd.
File 021-252092
$14,024,069 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value as set forth in the offering materials.
BUTLER CAPITAL INVESTMENTS, LLC BrokerCheck CRD 114242 ↗
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗		EDGAR ↗
Jul 15, 2019 D/A
Blue Mountain Credit Alternatives Fund L.P.
File 021-252095
$24,665,147 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value and the General Partner receives a performance allocation as set forth in the offering materials.
BUTLER CAPITAL INVESTMENTS, LLC BrokerCheck CRD 114242 ↗
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Jul 15, 2019 D/A
BlueMountain CAIS CA Ltd.
File 021-252096
$938,258 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value as set forth in the offering materials.
CAIS Capital LLC BrokerCheck CRD 154512 ↗EDGAR ↗
Jul 15, 2019 D/A
BlueMountain CAIS CA L.P.
File 021-252098
$1,558,885 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value and the General Partner receives a performance allocation as set forth in the offering materials.
CAIS Capital LLC BrokerCheck CRD 154512 ↗EDGAR ↗
Jul 15, 2019 D/A
BlueMountain Global Volatility Fund Ltd.
File 021-252101
$10,740,375 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value as set forth in the offering materials.
BUTLER CAPITAL INVESTMENTS, LLC BrokerCheck CRD 114242 ↗EDGAR ↗
Jul 15, 2019 D/A
BlueMountain Global Volatility Fund L.P.
File 021-252104
$2,792 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value and the General Partner receives a performance allocation as set forth in the offering materials.
BUTLER CAPITAL INVESTMENTS, LLC BrokerCheck CRD 114242 ↗EDGAR ↗
Jul 16, 2018 D/A
BlueMountain Systematic Fund L.P.
File 021-278593
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value and the General Partner receives a performance allocation as set forth in the offering materials.
None listed on this filingEDGAR ↗
Jul 14, 2017 D/A
BlueMountain Long/Short Equity Fund L.P.
File 021-243963
$104,133 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee based on net asset value and the General Partner receives a performance allocation as set forth in the offering materials.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 14, 2017 D/A
BlueMountain Long/Short Equity Fund Ltd.
File 021-243964
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives a monthly management fee base on net asset value and BlueMountain Long/Short Equity GP, LLC receives a performance allocation as set forth in the offering materials.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 29, 2016 D
Integrity Healthcare Propco, LLC
File 021-256328
$5,750$0$0
Proceeds will be used for working capital.
Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Aug 18, 2015 D/A
BlueMountain Summit Opportunities Fund II (US) L.P.
File 021-233208
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager may receive a quarterly management fee based on net asset value.
UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Aug 18, 2015 D/A
BlueMountain Summit Opportunities Fund II (Cayman) L.P.
File 021-233210
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager may receive a quarterly management fee based on net asset value.
UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Feb 12, 2014 D
BlueMountain Guadalupe Peak Fund L.P.
File 021-211815
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager may receive a monthly management fee based on net assts and the General Partner may receive a performance allocation as set forth in the offering materials.
None listed on this filingEDGAR ↗
Oct 19, 2012 D
BlueMountain Credit Opportunities Fund I L.P.
File 021-185809
$0$0$0 (est.)
Customary management fees will be paid to BlueMountain Capital Management, LLC as disclosed in the fund documentation.
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 all 16 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Bluemountain in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM 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; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: 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); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date 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.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗BC BlueMountain Credit Opportunities Fund I L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$736,177,72844$12012–2012
EDGAR ↗BG BlueMountain Guadalupe Peak Fund L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$309,033,820
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$300,000,000
similar: $1,000–$100,000
2014–2014
EDGAR ↗BS BlueMountain Summit Opportunities Fund II (US) L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$76,600,000
offering Indefinite · similar: $155,000–$5,250,000
68
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗BS BlueMountain Summit Opportunities Fund II (Cayman) L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$24,940,500
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
$100,000
similar: $1,000–$100,000
2015–2015
EDGAR ↗BL BlueMountain Long/Short Equity Fund L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$150,124,645
offering Indefinite · similar: $155,000–$5,250,000
96
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2017
EDGAR ↗BL BlueMountain Long/Short Equity Fund Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$168,680,136
offering Indefinite · similar: $155,000–$5,250,000
14
similar: 4–27
$100,000
similar: $1,000–$100,000
2015–2017
EDGAR ↗BG BlueMountain Global Volatility Fund L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund5$282,690,839
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2019
EDGAR ↗BG BlueMountain Global Volatility Fund Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund5$299,559,820
offering Indefinite · similar: $155,000–$5,250,000
32
similar: 4–27
$100,000
similar: $1,000–$100,000
2015–2019
EDGAR ↗BC BlueMountain CAIS CA Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund5$13,825,656
offering Indefinite · similar: $155,000–$5,250,000
75
similar: 4–27
$100,000
similar: $1,000–$100,000
2015–2019
EDGAR ↗BC BlueMountain CAIS CA L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund5$77,741,763
offering Indefinite · similar: $155,000–$5,250,000
233
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2019
EDGAR ↗BM Blue Mountain Credit Alternatives Fund L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund7$2,330,791,318
offering Indefinite · similar: $155,000–$5,250,000
1328
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2019
EDGAR ↗BM Blue Mountain Credit Alternatives Fund Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund5$2,963,310,494
offering Indefinite · similar: $155,000–$5,250,000
392
similar: 4–27
$100,000
similar: $1,000–$100,000
2015–2019
EDGAR ↗IH Integrity Healthcare Propco, LLCshared management entity, same business address, similar issuer namesNEW YORK, NYREITS and Finance1$115,000
offering $115,000 · similar: $125,000–$125,000
115
similar: 124–125
$1,000
similar: $1,000–$1,000
2016–2016
EDGAR ↗BS BlueMountain Systematic Fund L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$288,286,874
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2018
EDGAR ↗BF BlueMountain Fixed Income Relative Value Fund L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$5,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗BF BlueMountain Fixed Income Relative Value Fund Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$100,000
similar: $1,000–$100,000
2019–2019

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 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.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Aug 13, 2019BlueMountain Fixed Income Relative Value Fund L.P.DPooled Investment FundIndefinite$5,000,000
EDGAR ↗Aug 13, 2019BlueMountain Fixed Income Relative Value Fund Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 15, 2019BlueMountain CAIS CA Ltd.D/APooled Investment FundIndefinite$13,825,656
EDGAR ↗Jul 15, 2019BlueMountain Global Volatility Fund Ltd.D/APooled Investment FundIndefinite$299,559,820
EDGAR ↗Jul 15, 2019BlueMountain Global Volatility Fund L.P.D/APooled Investment FundIndefinite$282,690,839
EDGAR ↗Jul 15, 2019BlueMountain CAIS CA L.P.D/APooled Investment FundIndefinite$77,741,763
EDGAR ↗Jul 15, 2019Blue Mountain Credit Alternatives Fund Ltd.D/APooled Investment FundIndefinite$2,963,310,494
EDGAR ↗Jul 15, 2019Blue Mountain Credit Alternatives Fund L.P.D/APooled Investment FundIndefinite$2,330,791,318
EDGAR ↗Jul 16, 2018BlueMountain Global Volatility Fund Ltd.D/APooled Investment FundIndefinite$299,559,820
EDGAR ↗Jul 16, 2018BlueMountain Global Volatility Fund L.P.D/APooled Investment FundIndefinite$282,690,839
EDGAR ↗Jul 16, 2018BlueMountain Systematic Fund L.P.D/APooled Investment FundIndefinite$288,286,874
EDGAR ↗Jul 16, 2018BlueMountain CAIS CA Ltd.D/APooled Investment FundIndefinite$13,825,656
EDGAR ↗Jul 16, 2018BlueMountain CAIS CA L.P.D/APooled Investment FundIndefinite$77,741,763
EDGAR ↗Jul 16, 2018Blue Mountain Credit Alternatives Fund Ltd.D/APooled Investment FundIndefinite$2,963,310,494
EDGAR ↗Jul 16, 2018Blue Mountain Credit Alternatives Fund L.P.D/APooled Investment FundIndefinite$2,322,591,318
EDGAR ↗Jul 14, 2017BlueMountain Systematic Fund L.P.D/APooled Investment FundIndefinite$283,550,000
EDGAR ↗Jul 14, 2017BlueMountain Long/Short Equity Fund Ltd.D/APooled Investment FundIndefinite$168,680,136
EDGAR ↗Jul 14, 2017BlueMountain Long/Short Equity Fund L.P.D/APooled Investment FundIndefinite$150,124,645
EDGAR ↗Jul 14, 2017BlueMountain CAIS CA Ltd.D/APooled Investment FundIndefinite$13,725,656
EDGAR ↗Jul 14, 2017BlueMountain CAIS CA L.P.D/APooled Investment FundIndefinite$77,741,763
EDGAR ↗Jul 14, 2017BlueMountain Global Volatility Fund Ltd.D/APooled Investment FundIndefinite$299,559,820
EDGAR ↗Jul 14, 2017BlueMountain Global Volatility Fund L.P.D/APooled Investment FundIndefinite$182,690,839
EDGAR ↗Jul 14, 2017Blue Mountain Credit Alternatives Fund Ltd.D/APooled Investment FundIndefinite$2,946,018,475
EDGAR ↗Jul 14, 2017Blue Mountain Credit Alternatives Fund L.P.D/APooled Investment FundIndefinite$2,300,027,807
EDGAR ↗Jan 17, 2017BlueMountain Systematic Fund L.P.DPooled Investment FundIndefinite$5,750,000
EDGAR ↗Jul 15, 2016BlueMountain Long/Short Equity Fund Ltd.D/APooled Investment FundIndefinite$164,608,136
EDGAR ↗Jul 15, 2016BlueMountain Long/Short Equity Fund L.P.D/APooled Investment FundIndefinite$132,501,159
EDGAR ↗Jul 15, 2016BlueMountain CAIS CA Ltd.D/APooled Investment FundIndefinite$10,150,111
EDGAR ↗Jul 15, 2016BlueMountain CAIS CA L.P.D/APooled Investment FundIndefinite$75,506,796
EDGAR ↗Jul 15, 2016BlueMountain Global Volatility Fund Ltd.D/APooled Investment FundIndefinite$224,559,820
EDGAR ↗Jul 15, 2016BlueMountain Global Volatility Fund L.P.D/APooled Investment FundIndefinite$32,190,839
EDGAR ↗Jul 15, 2016Blue Mountain Credit Alternatives Fund Ltd.D/APooled Investment FundIndefinite$2,776,288,123
EDGAR ↗Jul 15, 2016Blue Mountain Credit Alternatives Fund L.P.D/APooled Investment FundIndefinite$2,182,854,511
EDGAR ↗Jan 29, 2016Integrity Healthcare Propco, LLCDREITS and Finance$115,000$115,000
EDGAR ↗Jan 25, 2016Blue Mountain Credit Alternatives Fund L.P.D/APooled Investment FundIndefinite$1,932,727,498
EDGAR ↗Dec 10, 2015Blue Mountain Credit Alternatives Fund L.P.D/APooled Investment FundIndefinite$1,904,329,740
EDGAR ↗Nov 30, 2015BlueMountain Global Volatility Fund L.P.DPooled Investment FundIndefinite$31,800,534
EDGAR ↗Nov 30, 2015BlueMountain Global Volatility Fund Ltd.DPooled Investment FundIndefinite$224,559,820
EDGAR ↗Nov 30, 2015BlueMountain CAIS CA L.P.DPooled Investment FundIndefinite$70,602,391
EDGAR ↗Nov 30, 2015BlueMountain CAIS CA Ltd.DPooled Investment FundIndefinite$7,302,316
EDGAR ↗Nov 30, 2015Blue Mountain Credit Alternatives Fund L.P.DPooled Investment FundIndefinite$1,885,024,740
EDGAR ↗Nov 30, 2015Blue Mountain Credit Alternatives Fund Ltd.DPooled Investment FundIndefinite$2,342,752,478
EDGAR ↗Aug 18, 2015BlueMountain Summit Opportunities Fund II (Cayman) L.P.D/APooled Investment FundIndefinite$24,940,500
EDGAR ↗Aug 18, 2015BlueMountain Summit Opportunities Fund II (US) L.P.D/APooled Investment FundIndefinite$76,600,000
EDGAR ↗Jul 17, 2015BlueMountain Long/Short Equity Fund Ltd.DPooled Investment FundIndefinite$25,158,136
EDGAR ↗Jul 17, 2015BlueMountain Long/Short Equity Fund L.P.DPooled Investment FundIndefinite$73,066,200
EDGAR ↗Jan 30, 2015BlueMountain Summit Opportunities Fund II (Cayman) L.P.DPooled Investment FundIndefinite$20,700,000
EDGAR ↗Jan 30, 2015BlueMountain Summit Opportunities Fund II (US) L.P.DPooled Investment FundIndefinite$51,675,000
EDGAR ↗Feb 12, 2014BlueMountain Guadalupe Peak Fund L.P.DPooled Investment FundIndefinite$309,033,820
EDGAR ↗Oct 19, 2012BlueMountain Credit Opportunities Fund I L.P.DPooled Investment Fund$736,177,728$736,177,728

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 Aug 13, 2019. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2012–2015), REITS and Finance (2016). Latest offering: Pooled Investment Fund (2017–2019; most recent Aug 13, 2019).

People across the group

NameRolesIssuers hereFirst → last listed
GL Gary LinfordDirector15Oct 19, 2012 → Aug 13, 2019
BC BlueMountain Capital Management, LLC entityExecutive Officer, Director15Feb 12, 2014 → Aug 13, 2019
AF Andrew FeldsteinDirector, Promoter, Executive Officer13Oct 19, 2012 → Aug 13, 2019
EG Elizabeth GileDirector10Oct 19, 2012 → Aug 13, 2019
MS Mark ShapiroDirector, Executive Officer10Oct 19, 2012 → Jul 15, 2019
AG Alan GersteinDirector6Jan 30, 2015 → Jul 15, 2019
SS Stephen SiderowDirector, Executive Officer3Nov 30, 2015 → Jul 15, 2019
DS Derek SmithDirector, Executive Officer3Oct 19, 2012 → Jan 17, 2017
DR David RubensteinDirector3Feb 12, 2014 → Jul 15, 2016
PF Paul FriedmanDirector2Nov 30, 2015 → Jul 15, 2019
WR William ReevesDirector2Nov 30, 2015 → Jul 15, 2019
JE John R. EricksonDirector2Jul 15, 2019 → Jul 15, 2019
ND Nathaniel DaltonDirector2Nov 30, 2015 → Jul 16, 2018
BS BlueMountain Summut Opportunities GP II, LLC entityExecutive Officer2Jan 30, 2015 → Aug 18, 2015
BF BlueMountain Fixed Income Relative Value GP, LLC entityExecutive Officer1Aug 13, 2019 → Aug 13, 2019
BM Blue Mountain Credit GP, LLC entityExecutive Officer1Nov 30, 2015 → Jul 15, 2019
BC BlueMountain CAIS GP, LLC entityExecutive Officer1Nov 30, 2015 → Jul 15, 2019
BG BlueMountain Global Volatility GP, LLC entityExecutive Officer1Jul 16, 2018 → Jul 15, 2019
BS BlueMountain Systematic GP, LLC entityExecutive Officer1Jan 17, 2017 → Jul 16, 2018
BG Betsy GileDirector1Jul 14, 2017 → Jul 16, 2018
BE BlueMountain Equity GP, LLC entityExecutive Officer1Nov 30, 2015 → Jul 14, 2017
BL BlueMountain Long/Short Equity GP, LLC entityExecutive Officer1Jul 15, 2016 → Jul 14, 2017
BC BlueMountain Capital Mangement, LLC entityExecutive Officer1Jul 17, 2015 → Jul 17, 2015
BL BlueMountain Long/Short Equity Fund GP, LLC entityExecutive Officer1Jul 17, 2015 → Jul 17, 2015
BL BlueMountain Long/Short Credit GP, LLC entityExecutive Officer1Feb 12, 2014 → Feb 12, 2014

Business registration (state registry / Secretary of State)

1 of 16 issuers have a matched state registry record — records by status: active 1.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Bluemountain.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Bluemountain as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

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.

Public profiles and social

No website or social profile named in Bluemountain's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #231,432 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Business registries

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