PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:20 AM ET

Sponsor Check › Sponsor group

K

Kirkland

One sponsor team, 58 deal companies · San Francisco, CA

Grouped because: 47 shared people, same business address (48 issuers), similar issuer names (6) · 19 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

58deal companies
$59.29Breported sold
809investors
73Form D filings
2010–2025active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Feb 11, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: Oct 23, 2026, 11:46 PM ET

The short version

Kirkland is a sponsor group of 58 issuers that PartnerFacts links to one sponsor (shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, same person name on both filings; automatic match from the filings), filing 73 Form D filings between Dec 2010 and Feb 2025.

What this means One team, 58 deal companies, about 15 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: $59.29B to 809 investors (latest filing per issuer). Industries as reported: "Other" (52), Pooled Investment Fund (4), Other Technology (2). Issuers are based in CA (52), AZ (1), FL (1), TX (1) and 3 more.

What this means $59.29B raised across the group, about $73.3M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Brian N. Sheth (16 issuers, executive officer and director), Michael E. Fosnaugh (16 issuers, executive officer and director), Maneet S. Saroya (14 issuers, executive officer and director), Martin A. Taylor (12 issuers, executive officer and director), John Stalder (10 issuers, executive officer and director) and 132 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 Feb 11, 2025.

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

Adviser registration (Form ADV) on record: BOW CAPITAL MANAGEMENT, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 16 court cases matching the name, 4 bankruptcy cases matching the name, 4 property records listed in Key records below.

What this means 24 records came back, including 3 court cases still open — open cases can take years and cost money. 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 the newest 50 of 73 public filings for Kirkland and found 15 differences, 1 worth asking the sponsor about: 11 Form Ds were filed more than 15 days after the first sale; 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 Kirkland has not run yet — it is joining a line of 13,164 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

16 cases: 3 open, 2 closed (disposition not in docket feed), 8 dismissed, 3 judgment

Donald v. Roaring Fork Transportation Authority open
District Court, D. Colorado · No. 1:26-cv-02850 · Filed Jun 22, 2026
Role of Donald v. Roaring Fork Transportation Authority: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Cajka v. Roaring Fork Transportation Authority (RFTA) open
District Court, D. Colorado · No. 1:26-cv-01693 · Filed Apr 20, 2026
Role of Cajka v. Roaring Fork Transportation Authority (RFTA): Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Bell v. BMS Holdings, LP open
District Court, N.D. Texas · No. 4:25-cv-00715 · Filed Jul 7, 2025
Role of BMS Holdings, LP: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact former company name; name has one distinctive word; court in TX (not the issuer's state); different legal form (lp vs llc)
Minjock v. Roaring Fork Restaurants Inc. closed
District Court, D. Colorado · No. 1:19-cv-03229 · Filed Nov 14, 2019 · Closed Dec 12, 2019 · Nature of suit: 360 P.I.: Other · Cause: 28:1332nr - Diversity: Notice of Removal
Role of Minjock v. Roaring Fork Restaurants Inc.: Party · Outcome: Terminated 2019-12-12 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
THE TRAVELERS INDEMNITY COMPANY v. KIRKLAND, INC. dismissed matched at sponsor-group level (Kirkland)
District Court, M.D. North Carolina · No. 1:18-cv-00675 · Filed Aug 2, 2018 · Closed Jul 23, 2019 · Nature of suit: 380 Personal Property: Other · Cause: 28:1332 Diversity
Role of KIRKLAND, INC.: Defendant · Outcome: Terminated 2019-07-23 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state)
Roaring Fork Transportation Authority v. Fulstone closed
District Court, D. Colorado · No. 1:16-cv-02550 · Filed Oct 13, 2016 · Closed Jan 12, 2017 · Nature of suit: 290 Other real property actions · Cause: 28:1331(a) Fed. Question: Real Property
Role of Roaring Fork Transportation Authority v. Fulstone: Party · Outcome: Terminated 2017-01-12 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
White v. Roaring Fork Partners, LLC dismissed
District Court, D. Colorado · No. 1:14-cv-02607 · Filed Sep 19, 2014 · Closed Aug 21, 2015 · Nature of suit: Contract: Other · Cause: 28:1346 Breach of Contract
Role of White v. Roaring Fork Partners, LLC: Party · Outcome: Terminated 2015-08-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Roaring Fork Transportation Authority v. Burkholder dismissed
District Court, D. Colorado · No. 1:11-cv-02748 · Filed Oct 21, 2011 · Closed Feb 16, 2012 · Nature of suit: 290 Other real property actions · Cause: 49:10903 Filing and Procedure for Application to Abandon or Discontinue
Role of Roaring Fork Transportation Authority v. Burkholder: Party · Outcome: Terminated 2012-02-16 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Roaring Fork Capital Partners, Inc. v. Leuchtner dismissed
District Court, N.D. Illinois · No. 1:10-cv-02824 · Filed May 6, 2010 · Closed May 10, 2010 · Nature of suit: 196 Contract franchise
Role of Roaring Fork Capital Partners, Inc. v. Leuchtner: Party · Outcome: Terminated 2010-05-10 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Roaring Fork Capital SBIC, L.P. v. ATC Healthcare, Inc. judgment
District Court, D. Colorado · No. 1:10-cv-00338 · Filed Feb 17, 2010 · Closed Mar 29, 2011 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:78 Securities Exchange Act
Role of Roaring Fork Capital SBIC, L.P. v. ATC Healthcare, Inc.: Party · Outcome: Terminated 2011-03-29 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Roaring Fork Capital Partners, Inc. v. Zubricki dismissed
District Court, N.D. Illinois · No. 1:08-cv-05077 · Filed Sep 5, 2008 · Closed Aug 18, 2009 · Nature of suit: 196 Contract franchise
Role of Roaring Fork Capital Partners, Inc. v. Zubricki: Party · Outcome: Terminated 2009-08-18 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Roaring Fork Transportation Authority v. Rader dismissed
District Court, D. Colorado · No. 1:06-cv-00317 · Filed Feb 23, 2006 · Closed Nov 17, 2006 · Nature of suit: Real Property: Other · Cause: 28:1331(a) Fed. Question: Real Property
Role of Roaring Fork Transportation Authority v. Rader: Party · Outcome: Terminated 2006-11-17 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Roaring Fork Capital Partners, Inc. v. Lakeside Real Estate Ventures, Inc. judgment
District Court, N.D. Illinois · No. 1:05-cv-04546 · Filed Aug 9, 2005 · Closed Feb 1, 2006 · Nature of suit: 190 Other contract actions
Role of Roaring Fork Capital Partners, Inc. v. Lakeside Real Estate Ventures, Inc.: Party · Outcome: Terminated 2006-02-01 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Roaring Fork Capital Partners, Inc. v. Crane judgment
District Court, N.D. Illinois · No. 3:05-cv-50157 · Filed Aug 2, 2005 · Closed Oct 20, 2006 · Nature of suit: 190 Other contract actions
Role of Roaring Fork Capital Partners, Inc. v. Crane: Party · Outcome: Terminated 2006-10-20 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Roaring Fork Capital v. Birdview.com Inc dismissed
District Court, N.D. Illinois · No. 1:04-cv-03310 · Filed May 10, 2004 · Closed Jan 12, 2005 · Nature of suit: 890 Other statutory actions
Role of Roaring Fork Capital v. Birdview.com Inc: Party · Outcome: Terminated 2005-01-12 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
SILVERHAWK DEVELOPMENT CORPORATION OF NEVADA v. SUNQUEST HOLDINGS, INC dismissed
District Court, D. Nevada · No. 2:00-cv-00765 · Filed Jun 8, 2000 · Closed Jul 25, 2001 · Nature of suit: 190 Other contract actions
Role of SUNQUEST HOLDINGS, INC: Defendant · Outcome: Terminated 2001-07-25 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NV (not the issuer's state); filed 2000, issuer incorporated 2007
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.

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.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 11:46 PM ET for 4 of 58 issuers.

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 are not covered.

Searched so far: 4 of 58 issuers in this group; 54 still to be searched. Results are added automatically.

3. Bankruptcies

4 cases: 4 closed (disposition not in docket feed)

Roaring Fork Lodge, LLC closed
United States Bankruptcy Court, D. Colorado · No. 09-36638 · Filed Dec 15, 2009 · Closed Jul 7, 2010
Role of Roaring Fork Lodge, LLC: Party · Outcome: Case closed 2010-07-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
BMS Holdings, Inc. closed
United States Bankruptcy Court, D. New Jersey · No. 05-60216 · Filed Nov 2, 2005 · Closed May 18, 2006
Role of BMS Holdings, Inc.: Debtor · Outcome: Case closed 2006-05-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact former company name; name has one distinctive word; court in NJ (not the issuer's state); different legal form (inc vs llc)
Kirkland Corporation closed matched at sponsor-group level (Kirkland)
United States Bankruptcy Court, D. New Hampshire · No. 01-10676 · Filed Mar 12, 2001 · Closed Jun 27, 2002
Role of Kirkland Corporation: Debtor · Outcome: Case closed 2002-06-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NH (not the issuer's state); filed 2001, issuer incorporated 2007
The Kirkland Company, Inc. closed matched at sponsor-group level (Kirkland)
United States Bankruptcy Court, D. South Carolina · No. 93-72260 · Filed Apr 29, 1993 · Closed Sep 27, 1993
Role of The Kirkland Company, Inc.: Debtor · Outcome: Case closed 1993-09-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in SC (not the issuer's state); filed 1993, issuer incorporated 2007
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.

15 differences found between the filings for Kirkland — 1 worth asking about (compared the newest 50 of 73 filings on Oct 24, 2026; older filings not covered)

Worth asking · May 15, 2018 – Feb 11, 2025

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

Form D filed 118 days after the first sale — Bow Capital 2021-1, LLC · Form D filed 20 days after the first sale — EINSTEIN TOPCO, L.P. · Form D filed 20 days after the first sale — EINSTEIN AGGREGATOR, L.P. · Form D filed 17 days after the first sale — PICARD HOLDCO, INC. · Form D filed 19 days after the first sale — BRAVE TOPCO, INC. · and 6 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 18, 2021 ↗Bow Capital 2021-1, LLC — PartnerFacts page ↗Form D · Feb 11, 2025 ↗EINSTEIN TOPCO, L.P. — PartnerFacts page ↗
Sources
Note · Nov 13, 2017 – Nov 21, 2022

CHARLES GUAN's role changed at Jamf Holding Corp.: executive officer, director → director

The Nov 13, 2017 filing lists CHARLES GUAN as executive officer, director; the Nov 21, 2022 Form D lists 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 · Nov 13, 2017 ↗Form D · Nov 21, 2022 ↗CHARLES GUAN — PartnerFacts page ↗Jamf Holding Corp. — PartnerFacts page ↗
Sources
Note · Nov 13, 2017 – Aug 4, 2020

MICHAEL E. FOSNAUGH's role changed at Jamf Holding Corp.: executive officer, director → director

The Nov 13, 2017 filing lists MICHAEL E. FOSNAUGH as executive officer, director; the Aug 4, 2020 Form D lists 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 · Nov 13, 2017 ↗Form D · Aug 4, 2020 ↗MICHAEL E. FOSNAUGH — PartnerFacts page ↗Jamf Holding Corp. — PartnerFacts page ↗
Sources
Note · Jul 16, 2019 – Sep 20, 2019

KEVIN MACDONALD's role changed at BLUEFIN TOPCO, LLC: executive officer, director → director

The Jul 16, 2019 filing lists KEVIN MACDONALD as executive officer, director; the Sep 20, 2019 Form D lists 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 · Jul 16, 2019 ↗Form D · Sep 20, 2019 ↗KEVIN MACDONALD — PartnerFacts page ↗BLUEFIN TOPCO, LLC — PartnerFacts page ↗
Sources
Note · Jan 15, 2019 – Jan 29, 2019

Offering amount changed between filings — BELLEVUE TOPCO, INC.

The Jan 15, 2019 filing says $1,351,775,702 offered; the Jan 29, 2019 Form D/A says $1,422,475,702.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jan 15, 2019 ↗Form D/A (later) · Jan 29, 2019 ↗BELLEVUE TOPCO, INC. — PartnerFacts page ↗
Sources
Note · Nov 16, 2022 – Nov 21, 2022

No amendment in the last 12 months on an offering that may still be open — Jamf Holding Corp. (latest filing Nov 21, 2022)

The latest filing for this offering is dated Nov 21, 2022 (first sale Nov 16, 2022). It reports $19,188,657 sold of $19,200,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Nov 21, 2022 ↗Jamf Holding Corp. — PartnerFacts page ↗
Sources
Note · Oct 30, 2019 – Nov 26, 2019

No amendment in the last 12 months on an offering that may still be open — MERRITT TOPCO, INC. (latest filing Nov 26, 2019)

The latest filing for this offering is dated Nov 26, 2019 (first sale Oct 30, 2019). It reports $1,165,946 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Nov 26, 2019 ↗MERRITT TOPCO, INC. — PartnerFacts page ↗
Sources
Note · Feb 15, 2019 – Feb 25, 2019

No amendment in the last 12 months on an offering that may still be open — TORREYS TOPCO, INC. (latest filing Feb 25, 2019)

The latest filing for this offering is dated Feb 25, 2019 (first sale Feb 15, 2019). It reports $900,646,000 sold of $1,430,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Feb 25, 2019 ↗TORREYS TOPCO, INC. — PartnerFacts page ↗
Sources
Note · Aug 21, 2017 – Oct 2, 2023

7 people are written more than one way across the filings

JACOB H. HODGMAN is written 2 different ways on the filings · MARC V. TEILLON is written 2 different ways on the filings · PATRICK M. SEVERSON is written 2 different ways on the filings · Martin A. Taylor is written 2 different ways on the filings · MICHAEL E. FOSNAUGH is written 2 different ways on the filings · and 2 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · Feb 19, 2021 ↗Form D · Oct 2, 2023 ↗JACOB H. HODGMAN — PartnerFacts page ↗Form D · Jun 2, 2022 ↗
Sources
Note · Nov 13, 2017 – Aug 4, 2020

Industry group changed between filings — Jamf Holding Corp.

"Other" (Nov 13, 2017); then "Other Technology" (Aug 4, 2020 to Nov 21, 2022).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Nov 13, 2017 ↗Form D · Aug 4, 2020 ↗Jamf Holding Corp. — PartnerFacts page ↗
Sources
Note · Nov 13, 2017 – Aug 4, 2020

Address moved from San Francisco, CA to Minneapolis, MN — Jamf Holding Corp.

The people listed on the Nov 13, 2017 filing give San Francisco, CA; on the Aug 4, 2020 filing they give Minneapolis, MN. The address now on file (100 Washington Ave. S, Suite 1100, Minneapolis, MN) is a registered-agent or shared-office address used by 9 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D · Nov 13, 2017 ↗Form D · Aug 4, 2020 ↗Jamf Holding Corp. — PartnerFacts page ↗
Sources
Note · Nov 13, 2017 – Aug 4, 2020

Reported revenue range changed between filings — Jamf Holding Corp.

"Decline to Disclose" (Nov 13, 2017); then "Over $100,000,000" (Aug 4, 2020).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Nov 13, 2017 ↗Form D · Aug 4, 2020 ↗Jamf Holding Corp. — PartnerFacts page ↗
Sources
Note · Nov 18, 2021 – Dec 28, 2023

4 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — Bow-Hico Silicon Valley Fund, LP · Address on file is a registered agent / shared office — Jamf Holding Corp. · Address on file is a registered agent / shared office — Bow Capital Fund II, LP · Address on file is a registered agent / shared office — Bow Capital 2021-1, LLC

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D · Dec 28, 2023 ↗Bow-Hico Silicon Valley Fund, LP — PartnerFacts page ↗Form D · Nov 21, 2022 ↗Jamf Holding Corp. — PartnerFacts page ↗
Sources
Note · Dec 27, 2010 – Feb 11, 2025

Member companies list addresses in 7 different states

CA (52), AZ (1), IL (1), FL (1), WI (1), TX (1), MN (1). 6 members use a registered-agent or shared-office address: BigMachines Holdings, Inc. (570 Lake Cook Road, Suite 225, Deerfield, IL); Tomahawk Holdings, Inc. (401 Congress Avenue, Suite 3100, Austin, TX); Jamf Holding Corp. (100 Washington Ave. S, Suite 1100, Minneapolis, MN); Bow Capital 2021-1, LLC (2440 Sand Hill Road, Suite 1010, Menlo Park, CA).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Kirkland — sponsor group page ↗BigMachines Holdings, Inc. — PartnerFacts page ↗Tomahawk Holdings, Inc. — PartnerFacts page ↗Jamf Holding Corp. — PartnerFacts page ↗
Sources
Note · Nov 13, 2017 – Apr 7, 2023

4 issuers used a different name before

Issuer used a different name before — DISCO TOPCO, INC. · Issuer used a different name before — ORANJE TOPCO, INC. · Issuer used a different name before — Jamf Holding Corp. · Issuer used a different name before — BLUEFIN TOPCO, LLC

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

EDGAR filer page ↗DISCO TOPCO, INC. — PartnerFacts page ↗EDGAR filer page ↗ORANJE TOPCO, INC. — 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. We compared the newest 50 of 73 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 71 offerings report sales commissions; 1 reports finder's fees totalling $10,161,347; 1 reports proceeds to related persons totalling $7,406,199. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 11, 2025 D
EINSTEIN AGGREGATOR, L.P.
File 021-537845
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2025 D
EINSTEIN TOPCO, L.P.
File 021-537977
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2025 D
EINSTEIN MANAGEMENT AGGREGATOR, L.P.
File 021-537595
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2024 D
MOUNTAIN TOPCO, INC.
File 021-517120
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2024 D
ICEFALL TOPCO, INC.
File 021-504510
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2023 D
Bow-Hico Silicon Valley Fund, LP
File 021-501056
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2023 D
PENN TOPCO, INC.
File 021-493550
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2023 D
DISCO TOPCO, INC.
File 021-478281
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
ORANJE TOPCO, INC.
File 021-472852
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2022 D
Jamf Holding Corp.
File 021-465495
$0$0$0None listed on this filingEDGAR ↗
Nov 2, 2022 D
LAVA TOPCO, INC.
File 021-463685
$0$0$0None listed on this filingEDGAR ↗
Oct 17, 2022 D
PICARD HOLDCO, INC.
File 021-462006
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2022 D
BRAVE TOPCO, INC.
File 021-452835
$0$10,161,347$0None listed on this filingEDGAR ↗
Jun 2, 2022 D
COWBOY TOPCO, INC.
File 021-447940
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2022 D
STAUBACH TOPCO, INC.
File 021-442121
$0$0$0None listed on this filingEDGAR ↗
Mar 8, 2022 D
TETRIS TOPCO, INC.
File 021-436342
$0$0$0None listed on this filingEDGAR ↗
Jan 5, 2022 D
SATURN ULTIMATE, INC.
File 021-427924
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2021 D
Bow Capital Fund II, LP
File 021-426513
$0$0$0None listed on this filingEDGAR ↗
Nov 18, 2021 D
Bow Capital 2021-1, LLC
File 021-421724
$0$0$0None listed on this filingEDGAR ↗
May 21, 2021 D
TRIBECA PARK HOLDINGS LP
File 021-400282
$0$0$0None listed on this filingEDGAR ↗
May 4, 2021 D
PROJECT ESSENTIAL TOPCO, INC.
File 021-398143
$0$0$0None listed on this filingEDGAR ↗
Apr 30, 2021 D
ANDOR TOPCO, INC.
File 021-397792
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2021 D
GAUCHO TOPCO, LLC
File 021-392377
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2021 D
Burgundy Topco, LLC
File 021-389970
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2021 D
GAINSTER TOPCO, INC.
File 021-386190
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2020 D
TALLINN TOPCO, INC.
File 021-383694
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2020 D
OMNITRACS TOPCO, LLC
File 021-378146
$0$0$0None listed on this filingEDGAR ↗
Aug 4, 2020 D
Jamf Holding Corp.
File 021-372481
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 2, 2020 D
SOLAR TOPCO, INC.
File 021-356938
$0$0$0None listed on this filingEDGAR ↗
Nov 26, 2019 D
MERRITT TOPCO, INC.
File 021-354242
$0$0$0None listed on this filingEDGAR ↗
Nov 8, 2019 D
CONCORD TOPCO, INC.
File 021-352944
$0$0$0None listed on this filingEDGAR ↗
Sep 20, 2019 D
BLUEFIN TOPCO, LLC
File 021-349335
$0$0$0None listed on this filingEDGAR ↗
Jul 16, 2019 D
BLUEFIN TOPCO, LLC
File 021-344444
$0$0$0None listed on this filingEDGAR ↗
Apr 23, 2019 D
ORANGE GROVE TOPCO, INC.
File 021-337893
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2019 D
RESOLUTION TOPCO, LLC
File 021-334855
$0$0$0None listed on this filingEDGAR ↗
Feb 25, 2019 D
TORREYS TOPCO, INC.
File 021-333453
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2019 D/A
BELLEVUE TOPCO, INC.
File 021-330582
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2019 D
WRANGLER TOPCO, LLC
File 021-330421
$0$0$0None listed on this filingEDGAR ↗
Dec 6, 2018 D
GRAYS TOPCO, INC.
File 021-327315
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2018 D
CERSEI TOPCO, LLC
File 021-321150
$0$0$0None listed on this filingEDGAR ↗
Sep 5, 2018 D
ACESO TOPCO, LLC
File 021-320674
$0$0$0None listed on this filingEDGAR ↗
Aug 16, 2018 D
Severin Topco, LLC
File 021-319410
$0$0$0None listed on this filingEDGAR ↗
May 31, 2018 D
Momentum Superior Holdings, Inc.
File 021-313557
$0$0$0None listed on this filingEDGAR ↗
May 17, 2018 D
GAUCHO TOPCO, LLC
File 021-312632
$0$0$0None listed on this filingEDGAR ↗
Dec 7, 2017 D
MERRITT TOPCO, INC.
File 021-300245
$0$0$0None listed on this filingEDGAR ↗
Nov 17, 2017 D
AVATAR TOPCO, INC.
File 021-299010
$0$0$0None listed on this filingEDGAR ↗
Nov 13, 2017 D
Jamf Holding Corp.
File 021-298494
$0$0$0None listed on this filingEDGAR ↗
Oct 4, 2017 D
OPTIMIZE TOPCO, INC.
File 021-296024
$0$0$0None listed on this filingEDGAR ↗
Aug 21, 2017 D
Wildebeest Topco, LLC
File 021-293201
$0$0$0None listed on this filingEDGAR ↗
Aug 2, 2017 D
Millennium Park Topco, LLC
File 021-291987
$0$0$0None listed on this filingEDGAR ↗
Aug 2, 2017 D
Burgundy Topco, LLC
File 021-292010
$0$0$0None listed on this filingEDGAR ↗
Jul 31, 2017 D
Al Dente Topco, Inc.
File 021-291822
$0$0$0None listed on this filingEDGAR ↗
Jun 14, 2017 D
Millennium Park Topco, LLC
File 021-288715
$0$0$0None listed on this filingEDGAR ↗
Dec 8, 2016 D
Papay Topco, Inc.
File 021-275917
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2016 D/A
BOW CAPITAL FUND I, LP
File 021-268087
$0$0$0None listed on this filingEDGAR ↗
Sep 21, 2016 D
Wildebeest Topco, LLC
File 021-271028
$0$0$0None listed on this filingEDGAR ↗
Aug 17, 2016 D
Roaring Fork Holding, Inc.
File 021-269058
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2016 D
Roaring Fork Holding, Inc.
File 021-267141
$0$0$0None listed on this filingEDGAR ↗
Jun 3, 2016 D
Promachos Holding, Inc.
File 021-264381
$0$0$0None listed on this filingEDGAR ↗
Mar 3, 2016 D
Hoya Topco, LLC
File 021-258509
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2015 D
Momentum Superior Holdings, Inc.
File 021-253904
$0$0$0None listed on this filingEDGAR ↗
Sep 2, 2015 D
Poseidon Holding, LLC
File 021-246915
$0$0$0None listed on this filingEDGAR ↗
Mar 4, 2015 D
Promachos Holding, Inc.
File 021-235199
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2014 D
Balboa Holdings LP
File 021-230669
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2014 D
Promachos Holding, Inc.
File 021-215057
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2013 D
Tomahawk Holdings, Inc.
File 021-198868
$0$0$0None listed on this filingEDGAR ↗
Oct 22, 2012 D
BigMachines Holdings, Inc.
File 021-185931
$0$0$0None listed on this filingEDGAR ↗
Dec 8, 2011 D
Brewer Topco LLC
File 021-169773
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2011 D
Lightning Holdings, LLC
File 021-169040
$0$0$0None listed on this filingEDGAR ↗
Jan 11, 2011 D
BigMachines Holdings, Inc.
File 021-153427
$0$0$7,406,199 (est.)None listed on this filingEDGAR ↗
Dec 27, 2010 D
Sunquest Holdings, Inc.
File 021-152534
$0$0$0None 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 58 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 1 document · 3 ownership records · last checked Oct 23, 2026, 11:26 PM ET

1 recorded document and 3 ownership records matched to Kirkland in the sources searched.

Release Hillsborough County FL
Document date: Oct 15, 2026 · Recorded: Oct 15, 2026 · Amount: not stated
Role as listed: grantee (BMS HOLDINGS LLC) · Other parties: ALABAMA LLC; 1 individual
Parties as recorded (2)
  • ALABAMA LLC — grantee
  • HIGGINS NICHOLETTE — grantor (individual — address not shown)

Property: FL — OR BK 13537 PG 0866
Matched on: exact company name; recorded in FL, not the issuer's state. Source record (Clerk daily index file, text) ↗ · Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files) · Retrieved Oct 23, 2026, 8:54 PM ET
Owner of record Dallas County TX
Parcel 002303000A0350000 · DALLAS, TX · Roll 2026
Owner as listed: TOMAHAWK HOLDINGS LLC
Matched on: exact company name; recorded in CA, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Hillsborough County FL
Parcel 192818452000001000280A · TAMPA, FL · Roll 2026
Owner as listed: BMS HOLDINGS LLC
Matched on: exact company name; recorded in FL, not the issuer's state. Hillsborough County Property Appraiser search (parcel 192818452000001000280A) ↗ · Dataset file we read (FL DOR NAL zip, 40 MB) ↗ · Florida DOR NAL roll (Hillsborough 39) · Retrieved Oct 23, 2026, 8:54 PM ET
Owner of record Hillsborough County FL
Parcel 192905488000000000780A · TAMPA, FL · Roll 2026
Owner as listed: BMS HOLDINGS LLC
Matched on: exact company name; recorded in FL, not the issuer's state. Hillsborough County Property Appraiser search (parcel 192905488000000000780A) ↗ · Dataset file we read (FL DOR NAL zip, 40 MB) ↗ · Florida DOR NAL roll (Hillsborough 39) · Retrieved Oct 23, 2026, 8:54 PM ET

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 covered). 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 covered — not 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, 3:30 AM ET. Sources searched: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 23, 2026, 11:26 PM ET · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 11:26 PM ET · NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 11:26 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. 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 ↗SH Sunquest Holdings, Inc.shared peopleTUCSON, AZOther1$408,450,50014No minimum reported2010–2010
EDGAR ↗BH BigMachines Holdings, Inc.shared people, same person name on both filings, director listed on many unrelated issuers (not used to group)DEERFIELD, ILOther2$105,640,90030No minimum reported2011–2012
EDGAR ↗LH Lightning Holdings, LLCshared people, director listed on many unrelated issuers (not used to group)TAMPA, FLOther1$170,000,0001No minimum reported2011–2011
EDGAR ↗BT Brewer Topco LLCshared people, same person name on both filings, director listed on many unrelated issuers (not used to group)MILWAUKEE, WIOther1$250,417,50018No minimum reported2011–2011
EDGAR ↗TH Tomahawk Holdings, Inc.shared people, director listed on many unrelated issuers (not used to group)AUSTIN, TXOther1$390,000,0004No minimum reported2013–2013
EDGAR ↗PH Promachos Holding, Inc.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther3$54,532,750
offering $54,532,750 · similar: $500,000–$7,000,000
12
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2014–2016
EDGAR ↗BH Balboa Holdings LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther1$1,565,000,000
offering $1,565,000,000 · similar: $500,000–$7,000,000
2
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2014–2014
EDGAR ↗PH Poseidon Holding, LLCshared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther1$435,268,817
offering $435,268,817 · similar: $500,000–$7,000,000
7
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2015
EDGAR ↗MS Momentum Superior Holdings, Inc.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressSAN FRANCISCO, CAOther2$148,410,000
offering $10,000,000 · similar: $500,000–$7,000,000
8
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2018
EDGAR ↗HT Hoya Topco, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther1$502,071,428
offering $502,071,428 · similar: $500,000–$7,000,000
2
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2016–2016
EDGAR ↗RF Roaring Fork Holding, Inc.shared people, same person name on both filings, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther2$480,000,000
offering $8,634,645 · similar: $500,000–$7,000,000
4
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2016–2016
EDGAR ↗BC BOW CAPITAL FUND I, LPshared people, similar issuer namesPALO ALTO, CAPooled Investment Fund2$100,000,000
offering $300,000,000 · similar: $500,000–$16,420,250
1
similar: 2–28
$250,000
similar: $5,000–$100,000
2016–2016
EDGAR ↗WT Wildebeest Topco, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther2$80,200,000
offering $2,000,000 · similar: $500,000–$7,000,000
5
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2016–2017
EDGAR ↗PT Papay Topco, Inc.shared people, same business addressSAN FRANCISCO, CAOther1$1,497,621,645
offering $1,497,621,645 · similar: $500,000–$7,000,000
26
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2016–2016
EDGAR ↗MP Millennium Park Topco, LLCshared people, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther2$347,400,000
offering $257,021,603 · similar: $500,000–$7,000,000
39
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2017–2017
EDGAR ↗AD Al Dente Topco, Inc.shared principal (person on 60+ issuers) at the same address or management entity, same business addressSAN FRANCISCO, CAOther1$151,070,561
offering $151,070,561 · similar: $500,000–$7,000,000
10
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2017–2017
EDGAR ↗BT Burgundy Topco, LLCshared people, same person name on both filings, same business addressSAN FRANCISCO, CAOther2$253,225,000
offering $1,188,000 · similar: $500,000–$7,000,000
11
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2017–2021
EDGAR ↗OT OPTIMIZE TOPCO, INC.shared people, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther1$372,044,587
offering $372,044,587 · similar: $500,000–$7,000,000
7
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2017–2017
EDGAR ↗JH Jamf Holding Corp.shared people, same person name on both filings, director listed on many unrelated issuers (not used to group)MINNEAPOLIS, MNOther Technology3$561,174,123
offering $19,200,000 · similar: $1,000,000–$10,000,000
26
similar: 1–11
No minimum reported
similar: $5,000–$50,000
2017–2022
EDGAR ↗AT AVATAR TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$752,000,000
offering $752,000,000 · similar: $1,100,000–$15,000,000
8
similar: 2–17
No minimum reported
similar: $14,962–$100,000
2017–2017
EDGAR ↗MT MERRITT TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther2$1,361,411,440
offering Indefinite · similar: $500,000–$7,000,000
26
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2017–2019
EDGAR ↗GT GAUCHO TOPCO, LLCshared people, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther2$363,291,835
offering $5,257,993 · similar: $500,000–$7,000,000
13
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2018–2021
EDGAR ↗ST Severin Topco, LLCshared people, same business addressSAN FRANCISCO, CAOther Technology1$1,735,281,900
offering $1,735,281,900 · similar: $1,100,015–$10,001,163
12
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2018–2018
EDGAR ↗AT ACESO TOPCO, LLCshared people, same business addressSAN FRANCISCO, CAOther1$555,500,000
offering $555,500,000 · similar: $500,000–$7,000,000
2
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2018–2018
EDGAR ↗CT CERSEI TOPCO, LLCshared people, same business addressSAN FRANCISCO, CAOther1$853,513,828
offering $853,513,828 · similar: $500,000–$7,000,000
17
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2018–2018
EDGAR ↗GT GRAYS TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$124,830,000
offering $124,830,000 · similar: $500,000–$7,000,000
6
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2018–2018
EDGAR ↗WT WRANGLER TOPCO, LLCshared people, same business addressSAN FRANCISCO, CAOther1$569,238,413
offering $569,238,413 · similar: $500,000–$7,000,000
14
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗BT BELLEVUE TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther2$1,422,475,702
offering $1,422,475,702 · similar: $500,000–$7,000,000
12
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗TT TORREYS TOPCO, INC.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther1$900,646,000
offering $1,430,000,000 · similar: $500,000–$7,000,000
1
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗RT RESOLUTION TOPCO, LLCshared people, same business addressSAN FRANCISCO, CAOther1$197,500,000
offering $197,500,000 · similar: $500,000–$7,000,000
16
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗OG ORANGE GROVE TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$513,094,829
offering $513,094,829 · similar: $500,000–$7,000,000
4
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗BT BLUEFIN TOPCO, LLCshared people, same business addressSAN FRANCISCO, CAOther2$385,000,000
offering $385,000,000 · similar: $500,000–$7,000,000
53
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗CT CONCORD TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$569,882,605
offering $569,882,605 · similar: $500,000–$7,000,000
18
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗ST SOLAR TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$418,706,359
offering $418,706,359 · similar: $500,000–$7,000,000
18
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2020–2020
EDGAR ↗OT OMNITRACS TOPCO, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressSAN FRANCISCO, CAOther1$44,579,038
offering $44,579,038 · similar: $500,000–$7,000,000
20
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2020–2020
EDGAR ↗TT TALLINN TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$1,226,574,594
offering $1,226,574,594 · similar: $500,000–$7,000,000
21
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2020–2020
EDGAR ↗GT GAINSTER TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$936,680,840
offering $936,680,840 · similar: $500,000–$7,000,000
24
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2021
EDGAR ↗AT ANDOR TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$409,165,244
offering $409,165,244 · similar: $500,000–$7,000,000
14
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2021
EDGAR ↗PE PROJECT ESSENTIAL TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$533,315,000
offering $533,315,000 · similar: $500,000–$7,000,000
10
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2021
EDGAR ↗TP TRIBECA PARK HOLDINGS LPshared people, same business addressSAN FRANCISCO, CAOther1$1,053,967,058
offering $1,053,967,058 · similar: $500,000–$7,000,000
17
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2021
EDGAR ↗BC Bow Capital 2021-1, LLCshared people, similar issuer namesMENLO PARK, CAPooled Investment Fund1$2,100,000
offering $2,100,000 · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗BC Bow Capital Fund II, LPshared people, similar issuer namesMENLO PARK, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SU SATURN ULTIMATE, INC.shared people, same business addressSAN FRANCISCO, CAOther1$2,102,329,770
offering $2,102,329,770 · similar: $500,000–$7,000,000
23
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2022
EDGAR ↗TT TETRIS TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$534,693,293
offering $534,693,293 · similar: $500,000–$7,000,000
22
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2022
EDGAR ↗ST STAUBACH TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$1,419,752,839
offering $1,419,752,839 · similar: $500,000–$7,000,000
27
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2022
EDGAR ↗CT COWBOY TOPCO, INC.shared people, same business address, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther1$328,110,667
offering $328,110,667 · similar: $500,000–$7,000,000
37
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2022
EDGAR ↗BT BRAVE TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$690,634,552
offering $690,634,552 · similar: $500,000–$7,000,000
41
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2022
EDGAR ↗PH PICARD HOLDCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$9,366,928,920
offering $9,366,928,920 · similar: $500,000–$7,000,000
72
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2022
EDGAR ↗LT LAVA TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$6,475,000,000
offering $6,475,000,000 · similar: $500,000–$7,000,000
4
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2022
EDGAR ↗OT ORANJE TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$3,410,728,416
offering $3,410,728,416 · similar: $500,000–$7,000,000
6
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2023–2023
EDGAR ↗DT DISCO TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$1,917,025,932
offering $1,917,025,932 · similar: $500,000–$7,000,000
2
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2023–2023
EDGAR ↗PT PENN TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$252,000,000
offering $252,000,000 · similar: $500,000–$7,000,000
7
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2023–2023
EDGAR ↗BH Bow-Hico Silicon Valley Fund, LPshared peopleMENLO PARK, CAPooled Investment Fund1$0
offering $50,000,000 · similar: $500,000–$16,420,250
0
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2023–2023
EDGAR ↗IT ICEFALL TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$2,887,692,312
offering $2,887,692,312 · similar: $500,000–$7,000,000
2
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2024–2024
EDGAR ↗MT MOUNTAIN TOPCO, INC.shared people, same business addressSAN FRANCISCO, CAOther1$575,000,000
offering $575,000,000 · similar: $500,000–$7,000,000
1
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2024–2024
EDGAR ↗EM EINSTEIN MANAGEMENT AGGREGATOR, L.P.shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther1$23,090,420
offering $23,090,420 · similar: $500,000–$7,000,000
3
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2025–2025
EDGAR ↗EA EINSTEIN AGGREGATOR, L.P.shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther1$4,940,000,000
offering $4,940,000,000 · similar: $500,000–$7,000,000
5
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2025–2025
EDGAR ↗ET EINSTEIN TOPCO, L.P.shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)SAN FRANCISCO, CAOther1$4,963,090,420
offering $4,963,090,420 · similar: $500,000–$7,000,000
2
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (6 industry/exemption sets on this page); 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 ↗Feb 11, 2025EINSTEIN TOPCO, L.P.DOther$4,963,090,420$4,963,090,420
EDGAR ↗Feb 11, 2025EINSTEIN AGGREGATOR, L.P.DOther$4,940,000,000$4,940,000,000
EDGAR ↗Feb 6, 2025EINSTEIN MANAGEMENT AGGREGATOR, L.P.DOther$23,090,420$23,090,420
EDGAR ↗Jun 27, 2024MOUNTAIN TOPCO, INC.DOther$575,000,000$575,000,000
EDGAR ↗Feb 6, 2024ICEFALL TOPCO, INC.DOther$2,887,692,312$2,887,692,312
EDGAR ↗Dec 28, 2023Bow-Hico Silicon Valley Fund, LPDPooled Investment Fund$50,000,000$0
EDGAR ↗Oct 2, 2023PENN TOPCO, INC.DOther$252,000,000$252,000,000
EDGAR ↗Apr 7, 2023DISCO TOPCO, INC.DOther$1,917,025,932$1,917,025,932
EDGAR ↗Feb 7, 2023ORANJE TOPCO, INC.DOther$3,410,728,416$3,410,728,416
EDGAR ↗Nov 21, 2022Jamf Holding Corp.DOther Technology$19,200,000$19,188,657
EDGAR ↗Nov 2, 2022LAVA TOPCO, INC.DOther$6,475,000,000$6,475,000,000
EDGAR ↗Oct 17, 2022PICARD HOLDCO, INC.DOther$9,366,928,920$9,366,928,920
EDGAR ↗Jul 19, 2022BRAVE TOPCO, INC.DOther$690,634,552$690,634,552
EDGAR ↗Jun 2, 2022COWBOY TOPCO, INC.DOther$328,110,667$328,110,667
EDGAR ↗Apr 15, 2022STAUBACH TOPCO, INC.DOther$1,419,752,839$1,419,752,839
EDGAR ↗Mar 8, 2022TETRIS TOPCO, INC.DOther$534,693,293$534,693,293
EDGAR ↗Jan 5, 2022SATURN ULTIMATE, INC.DOther$2,102,329,770$2,102,329,770
EDGAR ↗Dec 23, 2021Bow Capital Fund II, LPDPooled Investment FundIndefinite$0
EDGAR ↗Nov 18, 2021Bow Capital 2021-1, LLCDPooled Investment Fund$2,100,000$2,100,000
EDGAR ↗May 21, 2021TRIBECA PARK HOLDINGS LPDOther$1,053,967,058$1,053,967,058
EDGAR ↗May 4, 2021PROJECT ESSENTIAL TOPCO, INC.DOther$533,315,000$533,315,000
EDGAR ↗Apr 30, 2021ANDOR TOPCO, INC.DOther$409,165,244$409,165,244
EDGAR ↗Mar 16, 2021GAUCHO TOPCO, LLCDOther$5,257,993$5,257,993
EDGAR ↗Feb 19, 2021Burgundy Topco, LLCDOther$1,188,000$1,188,000
EDGAR ↗Jan 13, 2021GAINSTER TOPCO, INC.DOther$936,680,840$936,680,840
EDGAR ↗Dec 18, 2020TALLINN TOPCO, INC.DOther$1,226,574,594$1,226,574,594
EDGAR ↗Oct 16, 2020OMNITRACS TOPCO, LLCDOther$44,579,038$44,579,038
EDGAR ↗Aug 4, 2020Jamf Holding Corp.DOther Technology$2,232,880$2,232,880
EDGAR ↗Jan 2, 2020SOLAR TOPCO, INC.DOther$418,706,359$418,706,359
EDGAR ↗Nov 26, 2019MERRITT TOPCO, INC.DOtherIndefinite$1,165,946
EDGAR ↗Nov 8, 2019CONCORD TOPCO, INC.DOther$569,882,605$569,882,605
EDGAR ↗Sep 20, 2019BLUEFIN TOPCO, LLCDOther$385,000,000$385,000,000
EDGAR ↗Jul 16, 2019BLUEFIN TOPCO, LLCDOther$314,980,288$314,980,288
EDGAR ↗Apr 23, 2019ORANGE GROVE TOPCO, INC.DOther$513,094,829$513,094,829
EDGAR ↗Mar 14, 2019RESOLUTION TOPCO, LLCDOther$197,500,000$197,500,000
EDGAR ↗Feb 25, 2019TORREYS TOPCO, INC.DOther$1,430,000,000$900,646,000
EDGAR ↗Jan 29, 2019BELLEVUE TOPCO, INC.D/AOther$1,422,475,702$1,422,475,702
EDGAR ↗Jan 15, 2019BELLEVUE TOPCO, INC.DOther$1,351,775,702$1,351,775,702
EDGAR ↗Jan 14, 2019WRANGLER TOPCO, LLCDOther$569,238,413$569,238,413
EDGAR ↗Dec 6, 2018GRAYS TOPCO, INC.DOther$124,830,000$124,830,000
EDGAR ↗Sep 12, 2018CERSEI TOPCO, LLCDOther$853,513,828$853,513,828
EDGAR ↗Sep 5, 2018ACESO TOPCO, LLCDOther$555,500,000$555,500,000
EDGAR ↗Aug 16, 2018Severin Topco, LLCDOther Technology$1,735,281,900$1,735,281,900
EDGAR ↗May 31, 2018Momentum Superior Holdings, Inc.DOther$10,000,000$10,000,000
EDGAR ↗May 17, 2018GAUCHO TOPCO, LLCDOther$363,291,835$363,291,835
EDGAR ↗Dec 7, 2017MERRITT TOPCO, INC.DOther$1,361,411,440$1,361,411,440
EDGAR ↗Nov 17, 2017AVATAR TOPCO, INC.DOther$752,000,000$752,000,000
EDGAR ↗Nov 13, 2017Jamf Holding Corp.DOther$561,174,123$561,174,123
EDGAR ↗Oct 4, 2017OPTIMIZE TOPCO, INC.DOther$372,044,587$372,044,587
EDGAR ↗Aug 21, 2017Wildebeest Topco, LLCDOther$2,000,000$2,000,000
EDGAR ↗Aug 2, 2017Burgundy Topco, LLCDOther$253,225,000$253,225,000
EDGAR ↗Aug 2, 2017Millennium Park Topco, LLCDOther$257,021,603$257,021,603
EDGAR ↗Jul 31, 2017Al Dente Topco, Inc.DOther$151,070,561$151,070,561
EDGAR ↗Jun 14, 2017Millennium Park Topco, LLCDOther$347,400,000$347,400,000
EDGAR ↗Dec 8, 2016Papay Topco, Inc.DOther$1,497,621,645$1,497,621,645
EDGAR ↗Oct 25, 2016BOW CAPITAL FUND I, LPD/APooled Investment Fund$300,000,000$100,000,000
EDGAR ↗Sep 21, 2016Wildebeest Topco, LLCDOther$80,200,000$80,200,000
EDGAR ↗Aug 17, 2016Roaring Fork Holding, Inc.DOther$8,634,645$8,634,645
EDGAR ↗Aug 1, 2016BOW CAPITAL FUND I, LPDPooled Investment Fund$300,000,000$100,000,000
EDGAR ↗Jul 15, 2016Roaring Fork Holding, Inc.DOther$480,000,000$480,000,000
EDGAR ↗Jun 3, 2016Promachos Holding, Inc.DOther$54,532,750$54,532,750
EDGAR ↗Mar 3, 2016Hoya Topco, LLCDOther$502,071,428$502,071,428
EDGAR ↗Dec 28, 2015Momentum Superior Holdings, Inc.DOther$148,410,000$148,410,000
EDGAR ↗Sep 2, 2015Poseidon Holding, LLCDOther$435,268,817$435,268,817
EDGAR ↗Mar 4, 2015Promachos Holding, Inc.DOther$29,995,000$29,995,000
EDGAR ↗Dec 23, 2014Balboa Holdings LPDOther$1,565,000,000$1,565,000,000
EDGAR ↗Apr 7, 2014Promachos Holding, Inc.DOther$45,869,000$45,869,000
EDGAR ↗Jul 1, 2013Tomahawk Holdings, Inc.DOther$390,000,000$390,000,000
EDGAR ↗Oct 22, 2012BigMachines Holdings, Inc.DOther$2,678,517$2,250,001
EDGAR ↗Dec 8, 2011Brewer Topco LLCDOther$250,417,500$250,417,500
EDGAR ↗Nov 21, 2011Lightning Holdings, LLCDOther$170,000,000$170,000,000
EDGAR ↗Jan 11, 2011BigMachines Holdings, Inc.DOther$105,640,900$105,640,900
EDGAR ↗Dec 27, 2010Sunquest Holdings, Inc.DOther$408,450,500$408,450,500

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 Feb 11, 2025. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2010–2016), Pooled Investment Fund (2016), Other (2016–2018), Other Technology (2018), Other (2018–2020), Other Technology (2020), Other (2020–2021), Pooled Investment Fund (2021), Other (2022), Other Technology (2022), Other (2023), Pooled Investment Fund (2023). Latest offering: Other (2024–2025; most recent Feb 11, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
MF MICHAEL E. FOSNAUGHDirector, Executive Officer16Dec 27, 2010 → Jun 27, 2024
BS Brian N. ShethDirector, Executive Officer16Dec 23, 2014 → Nov 26, 2019
MS MANEET S. SAROYAExecutive Officer, Director14Mar 3, 2016 → Feb 11, 2025
MT Martin A. TaylorDirector, Executive Officer12Nov 21, 2011 → Oct 2, 2023
JS JOHN STALDERDirector, Executive Officer10Dec 23, 2014 → Feb 11, 2025
PS PATRICK M. SEVERSONExecutive Officer, Director10Apr 7, 2014 → Jul 19, 2022
RS Robert F. SmithExecutive Officer, Director8Dec 23, 2014 → Oct 16, 2020
NP NICHOLAS PRICKELExecutive Officer, Director7Jan 13, 2021 → Feb 11, 2025
RA ROD ALIABADIExecutive Officer, Director7Jul 15, 2016 → Feb 7, 2023
RA RYAN ATLASExecutive Officer, Director6Sep 21, 2016 → Jun 2, 2022
AC Alan C. ClineExecutive Officer, Director6Jan 11, 2011 → May 17, 2018
JD JACK DILLONDirector, Executive Officer5Aug 16, 2018 → Feb 6, 2024
VR Vivek RanadiveDirector5Dec 23, 2014 → Dec 28, 2023
CS Christian B. SowulDirector, Executive Officer5Jan 11, 2011 → Dec 6, 2018
JW JEFF WILSONExecutive Officer, Director4Oct 4, 2017 → Apr 7, 2023
NS NADEEM SYEDDirector4Jul 16, 2019 → Feb 7, 2023
BB BRET R. BOLINDirector, Executive Officer4Jun 3, 2016 → May 4, 2021
DB DAVID W. BONNETTEExecutive Officer, Director4Oct 22, 2012 → Feb 19, 2021
JH James P. HickeyDirector, Executive Officer4Nov 21, 2011 → Aug 2, 2017
VB Vincent L. BurkettDirector4Nov 21, 2011 → Jul 31, 2017
MB Martin BrandExecutive Officer3Feb 6, 2025 → Feb 11, 2025
SB Sachin BavishiExecutive Officer3Feb 6, 2025 → Feb 11, 2025
SC STEVEN COOKExecutive Officer3Feb 6, 2025 → Feb 11, 2025
BL BRIAN LORINGExecutive Officer, Director3Jan 2, 2020 → Jul 19, 2022
MT MARC V. TEILLONExecutive Officer, Director3Feb 19, 2021 → Jun 2, 2022
DW DIRK WAKEHAMExecutive Officer, Director3May 31, 2018 → Jun 2, 2022
DD DARKO DEJANOVICDirector3Mar 3, 2016 → Jan 14, 2019
RR Robert B. RogersDirector3Oct 22, 2012 → Aug 21, 2017
RS Robert F. SmithDirector, Executive Officer3Dec 27, 2010 → Jun 3, 2016
BS Brian N. ShethDirector, Executive Officer3Dec 27, 2010 → Jul 1, 2013
JW JEFFREY WILSONExecutive Officer, Director2Jul 16, 2019 → Feb 6, 2024
JH JACOB H. HODGMANExecutive Officer, Director2Aug 2, 2017 → Oct 2, 2023
DB David BreachDirector2Sep 2, 2015 → Nov 21, 2022
AD Andre DurandDirector2Jul 15, 2016 → Nov 21, 2022
CG CHARLES GUANDirector2Nov 13, 2017 → Nov 21, 2022
AA ADRIAN R. ALONSOExecutive Officer, Director2Sep 12, 2018 → Nov 2, 2022
SW STEVEN WHITEExecutive Officer, Director2Jul 16, 2019 → Oct 17, 2022
SF STEPHEN FOSTERExecutive Officer, Director2Mar 16, 2021 → Jun 2, 2022
SB SHANNON BRACKENExecutive Officer, Director2Dec 18, 2020 → Jan 5, 2022
MR Murray RodeExecutive Officer, Director2Dec 23, 2014 → Dec 23, 2021
AT Andrew TateExecutive Officer, Director2Mar 3, 2016 → Mar 14, 2019
DP Donald ParkExecutive Officer, Director2Dec 8, 2016 → Dec 6, 2018
BH Betty HungDirector2Dec 8, 2016 → Aug 16, 2018
AA Anand AnbalaganDirector, Executive Officer2Dec 28, 2015 → May 31, 2018
WH William R. HaackExecutive Officer, Director2Dec 8, 2011 → Sep 2, 2015
JF JAMES FORDExecutive Officer, Director2Jul 1, 2013 → Dec 23, 2014
KJ Kathryn A. JehleExecutive Officer, Director2Dec 27, 2010 → Nov 21, 2011
KH Kyle HendersonExecutive Officer, Director1Jun 27, 2024 → Jun 27, 2024
BC Bow Capital Feeder Management, LLC entityDirector1Dec 28, 2023 → Dec 28, 2023
BC Bow Capital Management, LLC entityDirector1Dec 28, 2023 → Dec 28, 2023
AP ANGELA PECORAROExecutive Officer, Director1Oct 2, 2023 → Oct 2, 2023
EK ELIZABETH KNUPPELExecutive Officer, Director1Feb 7, 2023 → Feb 7, 2023
VG Virginia GambaleDirector1Nov 21, 2022 → Nov 21, 2022
DH DEAN HAGERExecutive Officer, Director1Aug 4, 2020 → Nov 21, 2022
JW JASON WUDIExecutive Officer1Aug 4, 2020 → Nov 21, 2022
JS JOHN STROSAHLExecutive Officer1Aug 4, 2020 → Nov 21, 2022
KK KEVIN KLAUSMEYERDirector1Aug 4, 2020 → Nov 21, 2022
JL JEFF LENDINOExecutive Officer1Aug 4, 2020 → Nov 21, 2022
MB MICHELLE BUCARIAExecutive Officer1Nov 21, 2022 → Nov 21, 2022
CL CHRISTINA LEMADirector1Nov 21, 2022 → Nov 21, 2022

Adviser registration (Form ADV)

BOW CAPITAL MANAGEMENT, LLC — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Nov 7, 2024 · SEC file 802-131586 · Main office: MENLO PARK, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): WWW.LINKEDIN.COM/COMPANY/BOW-CAPITAL ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 26, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

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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 Kirkland's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #143,321 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Arizona Judicial Branch public access ↗Cook County Clerk of Court case search ↗Hillsborough County FL Clerk (HOVER) ↗Miami-Dade Clerk online case search ↗Wisconsin state courts — find the court ↗Texas re:SearchTX court records ↗California — find the county court ↗Los Angeles Superior Court case search ↗Minnesota court records online ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Arizona Secretary of State business search ↗Illinois Secretary of State business search ↗Florida Secretary of State business search ↗Wisconsin Secretary of State business search ↗Texas Secretary of State business search ↗California Secretary of State business search ↗Minnesota Secretary of State business search ↗OpenCorporates ↗