Sponsor Check › Sponsor group
16 issuers linked to one sponsor · 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? Request a correction
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: 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 in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
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.
No SEC search has run yet for this sponsor group.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
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.
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)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Aug 13, 2019 D 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 reported |
| EDGAR ↗ | Aug 13, 2019 D 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 filing |
| EDGAR ↗ | Jul 15, 2019 D/A 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 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 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 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 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 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 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 filing |
| EDGAR ↗ | Jul 14, 2017 D/A 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 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 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 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 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 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 filing |
| EDGAR ↗ | Oct 19, 2012 D 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 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 16 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 Bluemountain 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 by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 2:18 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.
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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 1 | $736,177,728 | 44 | $1 | 2012–2012 |
| EDGAR ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 1 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 2 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 2 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 3 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 3 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 5 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 5 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 5 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 5 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 7 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 5 | $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 ↗ | Integrity Healthcare Propco, LLC | shared management entity, same business address, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $115,000 offering $115,000 · similar: $125,000–$125,000 | 115 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 3 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 1 | $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 ↗ | 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 names | NEW YORK, NY | Pooled Investment Fund | 1 | $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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Aug 13, 2019 | BlueMountain Fixed Income Relative Value Fund L.P. | D | Pooled Investment Fund | Indefinite | $5,000,000 |
| EDGAR ↗ | Aug 13, 2019 | BlueMountain Fixed Income Relative Value Fund Ltd. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 15, 2019 | BlueMountain CAIS CA Ltd. | D/A | Pooled Investment Fund | Indefinite | $13,825,656 |
| EDGAR ↗ | Jul 15, 2019 | BlueMountain Global Volatility Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $299,559,820 |
| EDGAR ↗ | Jul 15, 2019 | BlueMountain Global Volatility Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $282,690,839 |
| EDGAR ↗ | Jul 15, 2019 | BlueMountain CAIS CA L.P. | D/A | Pooled Investment Fund | Indefinite | $77,741,763 |
| EDGAR ↗ | Jul 15, 2019 | Blue Mountain Credit Alternatives Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $2,963,310,494 |
| EDGAR ↗ | Jul 15, 2019 | Blue Mountain Credit Alternatives Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $2,330,791,318 |
| EDGAR ↗ | Jul 16, 2018 | BlueMountain Global Volatility Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $299,559,820 |
| EDGAR ↗ | Jul 16, 2018 | BlueMountain Global Volatility Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $282,690,839 |
| EDGAR ↗ | Jul 16, 2018 | BlueMountain Systematic Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $288,286,874 |
| EDGAR ↗ | Jul 16, 2018 | BlueMountain CAIS CA Ltd. | D/A | Pooled Investment Fund | Indefinite | $13,825,656 |
| EDGAR ↗ | Jul 16, 2018 | BlueMountain CAIS CA L.P. | D/A | Pooled Investment Fund | Indefinite | $77,741,763 |
| EDGAR ↗ | Jul 16, 2018 | Blue Mountain Credit Alternatives Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $2,963,310,494 |
| EDGAR ↗ | Jul 16, 2018 | Blue Mountain Credit Alternatives Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $2,322,591,318 |
| EDGAR ↗ | Jul 14, 2017 | BlueMountain Systematic Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $283,550,000 |
| EDGAR ↗ | Jul 14, 2017 | BlueMountain Long/Short Equity Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $168,680,136 |
| EDGAR ↗ | Jul 14, 2017 | BlueMountain Long/Short Equity Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $150,124,645 |
| EDGAR ↗ | Jul 14, 2017 | BlueMountain CAIS CA Ltd. | D/A | Pooled Investment Fund | Indefinite | $13,725,656 |
| EDGAR ↗ | Jul 14, 2017 | BlueMountain CAIS CA L.P. | D/A | Pooled Investment Fund | Indefinite | $77,741,763 |
| EDGAR ↗ | Jul 14, 2017 | BlueMountain Global Volatility Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $299,559,820 |
| EDGAR ↗ | Jul 14, 2017 | BlueMountain Global Volatility Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $182,690,839 |
| EDGAR ↗ | Jul 14, 2017 | Blue Mountain Credit Alternatives Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $2,946,018,475 |
| EDGAR ↗ | Jul 14, 2017 | Blue Mountain Credit Alternatives Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $2,300,027,807 |
| EDGAR ↗ | Jan 17, 2017 | BlueMountain Systematic Fund L.P. | D | Pooled Investment Fund | Indefinite | $5,750,000 |
| EDGAR ↗ | Jul 15, 2016 | BlueMountain Long/Short Equity Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $164,608,136 |
| EDGAR ↗ | Jul 15, 2016 | BlueMountain Long/Short Equity Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $132,501,159 |
| EDGAR ↗ | Jul 15, 2016 | BlueMountain CAIS CA Ltd. | D/A | Pooled Investment Fund | Indefinite | $10,150,111 |
| EDGAR ↗ | Jul 15, 2016 | BlueMountain CAIS CA L.P. | D/A | Pooled Investment Fund | Indefinite | $75,506,796 |
| EDGAR ↗ | Jul 15, 2016 | BlueMountain Global Volatility Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $224,559,820 |
| EDGAR ↗ | Jul 15, 2016 | BlueMountain Global Volatility Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $32,190,839 |
| EDGAR ↗ | Jul 15, 2016 | Blue Mountain Credit Alternatives Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $2,776,288,123 |
| EDGAR ↗ | Jul 15, 2016 | Blue Mountain Credit Alternatives Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $2,182,854,511 |
| EDGAR ↗ | Jan 29, 2016 | Integrity Healthcare Propco, LLC | D | REITS and Finance | $115,000 | $115,000 |
| EDGAR ↗ | Jan 25, 2016 | Blue Mountain Credit Alternatives Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $1,932,727,498 |
| EDGAR ↗ | Dec 10, 2015 | Blue Mountain Credit Alternatives Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $1,904,329,740 |
| EDGAR ↗ | Nov 30, 2015 | BlueMountain Global Volatility Fund L.P. | D | Pooled Investment Fund | Indefinite | $31,800,534 |
| EDGAR ↗ | Nov 30, 2015 | BlueMountain Global Volatility Fund Ltd. | D | Pooled Investment Fund | Indefinite | $224,559,820 |
| EDGAR ↗ | Nov 30, 2015 | BlueMountain CAIS CA L.P. | D | Pooled Investment Fund | Indefinite | $70,602,391 |
| EDGAR ↗ | Nov 30, 2015 | BlueMountain CAIS CA Ltd. | D | Pooled Investment Fund | Indefinite | $7,302,316 |
| EDGAR ↗ | Nov 30, 2015 | Blue Mountain Credit Alternatives Fund L.P. | D | Pooled Investment Fund | Indefinite | $1,885,024,740 |
| EDGAR ↗ | Nov 30, 2015 | Blue Mountain Credit Alternatives Fund Ltd. | D | Pooled Investment Fund | Indefinite | $2,342,752,478 |
| EDGAR ↗ | Aug 18, 2015 | BlueMountain Summit Opportunities Fund II (Cayman) L.P. | D/A | Pooled Investment Fund | Indefinite | $24,940,500 |
| EDGAR ↗ | Aug 18, 2015 | BlueMountain Summit Opportunities Fund II (US) L.P. | D/A | Pooled Investment Fund | Indefinite | $76,600,000 |
| EDGAR ↗ | Jul 17, 2015 | BlueMountain Long/Short Equity Fund Ltd. | D | Pooled Investment Fund | Indefinite | $25,158,136 |
| EDGAR ↗ | Jul 17, 2015 | BlueMountain Long/Short Equity Fund L.P. | D | Pooled Investment Fund | Indefinite | $73,066,200 |
| EDGAR ↗ | Jan 30, 2015 | BlueMountain Summit Opportunities Fund II (Cayman) L.P. | D | Pooled Investment Fund | Indefinite | $20,700,000 |
| EDGAR ↗ | Jan 30, 2015 | BlueMountain Summit Opportunities Fund II (US) L.P. | D | Pooled Investment Fund | Indefinite | $51,675,000 |
| EDGAR ↗ | Feb 12, 2014 | BlueMountain Guadalupe Peak Fund L.P. | D | Pooled Investment Fund | Indefinite | $309,033,820 |
| EDGAR ↗ | Oct 19, 2012 | BlueMountain Credit Opportunities Fund I L.P. | D | Pooled 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).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Gary Linford | Director | 15 | Oct 19, 2012 → Aug 13, 2019 |
| BlueMountain Capital Management, LLC entity | Executive Officer, Director | 15 | Feb 12, 2014 → Aug 13, 2019 |
| Andrew Feldstein | Director, Promoter, Executive Officer | 13 | Oct 19, 2012 → Aug 13, 2019 |
| Elizabeth Gile | Director | 10 | Oct 19, 2012 → Aug 13, 2019 |
| Mark Shapiro | Director, Executive Officer | 10 | Oct 19, 2012 → Jul 15, 2019 |
| Alan Gerstein | Director | 6 | Jan 30, 2015 → Jul 15, 2019 |
| Stephen Siderow | Director, Executive Officer | 3 | Nov 30, 2015 → Jul 15, 2019 |
| Derek Smith | Director, Executive Officer | 3 | Oct 19, 2012 → Jan 17, 2017 |
| David Rubenstein | Director | 3 | Feb 12, 2014 → Jul 15, 2016 |
| Paul Friedman | Director | 2 | Nov 30, 2015 → Jul 15, 2019 |
| William Reeves | Director | 2 | Nov 30, 2015 → Jul 15, 2019 |
| John R. Erickson | Director | 2 | Jul 15, 2019 → Jul 15, 2019 |
| Nathaniel Dalton | Director | 2 | Nov 30, 2015 → Jul 16, 2018 |
| BlueMountain Summut Opportunities GP II, LLC entity | Executive Officer | 2 | Jan 30, 2015 → Aug 18, 2015 |
| BlueMountain Fixed Income Relative Value GP, LLC entity | Executive Officer | 1 | Aug 13, 2019 → Aug 13, 2019 |
| Blue Mountain Credit GP, LLC entity | Executive Officer | 1 | Nov 30, 2015 → Jul 15, 2019 |
| BlueMountain CAIS GP, LLC entity | Executive Officer | 1 | Nov 30, 2015 → Jul 15, 2019 |
| BlueMountain Global Volatility GP, LLC entity | Executive Officer | 1 | Jul 16, 2018 → Jul 15, 2019 |
| BlueMountain Systematic GP, LLC entity | Executive Officer | 1 | Jan 17, 2017 → Jul 16, 2018 |
| Betsy Gile | Director | 1 | Jul 14, 2017 → Jul 16, 2018 |
| BlueMountain Equity GP, LLC entity | Executive Officer | 1 | Nov 30, 2015 → Jul 14, 2017 |
| BlueMountain Long/Short Equity GP, LLC entity | Executive Officer | 1 | Jul 15, 2016 → Jul 14, 2017 |
| BlueMountain Capital Mangement, LLC entity | Executive Officer | 1 | Jul 17, 2015 → Jul 17, 2015 |
| BlueMountain Long/Short Equity Fund GP, LLC entity | Executive Officer | 1 | Jul 17, 2015 → Jul 17, 2015 |
| BlueMountain Long/Short Credit GP, LLC entity | Executive Officer | 1 | Feb 12, 2014 → Feb 12, 2014 |
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Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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