PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:59 AM ET

Sponsor Check › Sponsor group

BW

Barclays Wealth Advisor

One sponsor team, 37 deal companies · New York, NY

Grouped because: 14 shared people, same business address (23 issuers), similar issuer names (37) · 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?

37deal companies
$4.33Breported sold
5,537investors
325Form D filings
2009–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Aug 17, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Barclays Wealth Advisor is a sponsor group of 37 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; automatic match from the filings), filing 325 Form D filings between Mar 2009 and Aug 2026.

What this means One team, 37 deal companies, about 17 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: $4.33B to 5,537 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (37). Issuers are based in NY (36), Cayman Islands (as filed: E9) (1).

What this means $4.33B raised across the group, about $781K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Michelle Wilson-Clarke (37 issuers, director), Laren Gillespie (28 issuers, director), Alison Martinson (16 issuers, director), Lisa Alexander (16 issuers, director), Jayson Lashin (14 issuers, director) and 17 more.

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

Activity: 0 new offerings in the last 12 months; latest filing Aug 17, 2026.

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

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) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 325 public filings for Barclays Wealth Advisor and found 19 differences, 12 worth asking the sponsor about: Investor count went down between filings; 2 separate companies in this group use the same name: "Barclays Wealth Advisor Series - Global Bond Fund Ltd."; 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 Barclays Wealth Advisor has not run yet — it is joining a line of 3,653 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

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 and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Barclays Wealth Advisor..

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.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:17 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

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.

19 differences found between the filings for Barclays Wealth Advisor — 12 worth asking about (compared the newest 50 of 325 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jul 30, 2024 – Jul 24, 2025

Investor count went down between filings — CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP

The Jul 30, 2024 filing reports 963 investors; the Jul 24, 2025 Form D/A reports 171 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 30, 2024 ↗Form D/A (later) · Jul 24, 2025 ↗CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP — PartnerFacts page ↗
Sources
Worth asking · Jul 30, 2024 – Jul 24, 2025

Investor count went down between filings — CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP

The Jul 30, 2024 filing reports 703 investors; the Jul 24, 2025 Form D/A reports 112 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 30, 2024 ↗Form D/A (later) · Jul 24, 2025 ↗CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP — PartnerFacts page ↗
Sources
Worth asking · Jul 30, 2024 – Jul 24, 2025

Investor count went down between filings — CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD

The Jul 30, 2024 filing reports 131 investors; the Jul 24, 2025 Form D/A reports 39 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 30, 2024 ↗Form D/A (later) · Jul 24, 2025 ↗CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD — PartnerFacts page ↗
Sources
Worth asking · Dec 9, 2011

2 separate companies in this group use the same name: "Barclays Wealth Advisor Series - Global Bond Fund Ltd."

CIK 1533969 (first filed Dec 9, 2011, New York, NY); CIK 1533968 (first filed Dec 9, 2011, New York, NY).

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

Barclays Wealth Advisor Series - Global Bond Fund Ltd. — PartnerFacts page ↗Barclays Wealth Advisor Series - Global Bond Fund L.P. — PartnerFacts page ↗EDGAR filer page · CIK 1533969 ↗EDGAR filer page · CIK 1533968 ↗
Sources
Worth asking · Dec 28, 2010

2 separate companies in this group use the same name: "Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P."

CIK 1508394 (first filed Dec 28, 2010, New York, NY); CIK 1508393 (first filed Dec 28, 2010, New York, NY).

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

Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P. — PartnerFacts page ↗Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1508394 ↗EDGAR filer page · CIK 1508393 ↗
Sources
Worth asking · Nov 12, 2009

2 separate companies in this group use the same name: "Cardinal AlternativeFocus Brevan Howard L.P."

CIK 1476585 (first filed Nov 12, 2009, New York, NY); CIK 1476584 (first filed Nov 12, 2009, New York, NY).

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

Cardinal AlternativeFocus Brevan Howard L.P. — PartnerFacts page ↗Cardinal AlternativeFocus Brevan Howard Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1476585 ↗EDGAR filer page · CIK 1476584 ↗
Sources
Worth asking · Aug 12, 2009

2 separate companies in this group use the same name: "Cardinal Advisor Series - Strategic Commodities Fund Ltd."

CIK 1470106 (first filed Aug 12, 2009, New York, NY); CIK 1470105 (first filed Aug 12, 2009, New York, NY).

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

Cardinal Advisor Series - Strategic Commodities Fund Ltd. — PartnerFacts page ↗Cardinal Advisor Series - Strategic Commodities Fund LP — PartnerFacts page ↗EDGAR filer page · CIK 1470106 ↗EDGAR filer page · CIK 1470105 ↗
Sources
Worth asking · Mar 12, 2009

2 separate companies in this group use the same name: "CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP"

CIK 1424905 (first filed Mar 12, 2009, New York, NY); CIK 1396358 (first filed Mar 12, 2009, New York, NY).

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

CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP — PartnerFacts page ↗CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD — PartnerFacts page ↗EDGAR filer page · CIK 1424905 ↗EDGAR filer page · CIK 1396358 ↗
Sources
Worth asking · Mar 12, 2009

2 separate companies in this group use the same name: "CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP"

CIK 1430741 (first filed Mar 12, 2009, New York, NY); CIK 1430481 (first filed Mar 12, 2009, New York, NY).

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

CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP — PartnerFacts page ↗CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTD — PartnerFacts page ↗EDGAR filer page · CIK 1430741 ↗EDGAR filer page · CIK 1430481 ↗
Sources
Worth asking · Mar 12, 2009

2 separate companies in this group use the same name: "BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTD"

CIK 1432639 (first filed Mar 12, 2009, New York, NY); CIK 1432634 (first filed Mar 12, 2009, New York, NY).

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

BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTD — PartnerFacts page ↗BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LP — PartnerFacts page ↗EDGAR filer page · CIK 1432639 ↗EDGAR filer page · CIK 1432634 ↗
Sources
Worth asking · Mar 12, 2009

2 separate companies in this group use the same name: "BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LP"

CIK 1432641 (first filed Mar 12, 2009, New York, NY); CIK 1432640 (first filed Mar 12, 2009, New York, NY).

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

BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LP — PartnerFacts page ↗BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LTD — PartnerFacts page ↗EDGAR filer page · CIK 1432641 ↗EDGAR filer page · CIK 1432640 ↗
Sources
Worth asking · Mar 12, 2009

2 separate companies in this group use the same name: "BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LP"

CIK 1437948 (first filed Mar 12, 2009, New York, NY); CIK 1437947 (first filed Mar 12, 2009, New York, NY).

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

BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LP — PartnerFacts page ↗Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTD — PartnerFacts page ↗EDGAR filer page · CIK 1437948 ↗EDGAR filer page · CIK 1437947 ↗
Sources
Note · Aug 1, 2009 – Jul 30, 2024

No amendment in the last 12 months on an offering that may still be open — Cardinal Advisor Series - Strategic Commodities Fund LP (latest filing Jul 30, 2024)

The latest filing for this offering is dated Jul 30, 2024 (first sale Aug 1, 2009). It reports $235,465,737 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/A · Jul 30, 2024 ↗Cardinal Advisor Series - Strategic Commodities Fund LP — PartnerFacts page ↗
Sources
Note · May 1, 2007 – Jul 30, 2024

No amendment in the last 12 months on an offering that may still be open — CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTD (latest filing Jul 30, 2024)

The latest filing for this offering is dated Jul 30, 2024 (first sale May 1, 2007). It reports $204,836,672 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/A · Jul 30, 2024 ↗CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTD — PartnerFacts page ↗
Sources
Note · Sep 1, 2014 – Jul 30, 2024

No amendment in the last 12 months on an offering that may still be open — Cardinal AlternativeFocus TT Emerging Markets Fund LP (latest filing Jul 30, 2024)

The latest filing for this offering is dated Jul 30, 2024 (first sale Sep 1, 2014). It reports $161,309,071 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/A · Jul 30, 2024 ↗Cardinal AlternativeFocus TT Emerging Markets Fund LP — PartnerFacts page ↗
Sources
Note · Mar 12, 2009 – Mar 21, 2016

10 address changes between filings

Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Grand Cayman, Cayman Islands (as filed: E9) — Cardinal AlternativeFocus TT Emerging Markets Fund LP · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Grand Cayman, Cayman Islands (as filed: E9) — CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Grand Cayman, Cayman Islands (as filed: E9) — CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Grand Cayman, Cayman Islands (as filed: E9) — CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Grand Cayman, Cayman Islands (as filed: E9) — CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LP · and 5 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Sep 3, 2015 ↗Form D/A · Mar 21, 2016 ↗Cardinal AlternativeFocus TT Emerging Markets Fund LP — PartnerFacts page ↗Form D/A · Apr 1, 2013 ↗
Sources
Note · Sep 4, 2009 – Aug 17, 2026

Member companies were formed in 2 different states

Delaware (23), Cayman Islands (14) — out of 37 member issuers. The odd ones out: CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD (Cayman Islands); CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTD (Cayman Islands); BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTD (Cayman Islands); BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTD (Cayman Islands); BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LTD (Cayman Islands); Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTD (Cayman Islands).

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

Barclays Wealth Advisor — sponsor group page ↗CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD — PartnerFacts page ↗CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTD — PartnerFacts page ↗BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTD — PartnerFacts page ↗
Sources
Note · Sep 4, 2009 – Aug 17, 2026

Member companies list addresses in 2 different states

NY (36), Cayman Islands (as filed: E9) (1). 14 members use a registered-agent or shared-office address: BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LP (399 Park Avenue, New York, NY); BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTD (399 Park Avenue, New York, NY); BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LTD (200 Park Avenue, New York, NY); BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LP (200 Park Avenue, New York, NY).

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.

Barclays Wealth Advisor — sponsor group page ↗BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LP — PartnerFacts page ↗BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTD — PartnerFacts page ↗BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LTD — PartnerFacts page ↗
Sources
Note · Mar 12, 2009 – Aug 17, 2026

7 issuers used a different name before

Issuer used a different name before — CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP · Issuer used a different name before — CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP · Issuer used a different name before — CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD · Issuer used a different name before — CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LP · Issuer used a different name before — Cardinal Advisor Series - Strategic Commodities Fund LP · and 2 more

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

EDGAR filer page ↗CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP — PartnerFacts page ↗EDGAR filer page ↗CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP — 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 325 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

36 of 37 offerings report sales commissions totalling $136,896,984; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 17, 2026 D/A
CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP
File 021-113821
$34,238,798 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗		EDGAR ↗
Aug 13, 2026 D/A
CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD
File 021-102195
$12,414,881 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗		EDGAR ↗
Aug 13, 2026 D/A
CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP
File 021-116370
$17,666,692 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗		EDGAR ↗
Feb 13, 2026 D/A
CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LP
File 021-117148
$0$0$0Barclays Capital Inc. BrokerCheck CRD 19714 ↗
STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗		EDGAR ↗
Jul 30, 2024 D/A
CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTD
File 021-116207
$10,103,351 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

Lehman Brothers Inc. BrokerCheck CRD 7506 ↗
via Lehman Brothers Inc. (CRD 7506 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)

iCapital Securities, LLC BrokerCheck CRD 171061 ↗		EDGAR ↗
Jul 30, 2024 D/A
Cardinal Advisor Series - Strategic Commodities Fund LP
File 021-133588
$7,255,009 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)

iCapital Securities, LLC BrokerCheck CRD 171061 ↗		EDGAR ↗
Jul 30, 2024 D/A
Cardinal AlternativeFocus TT Emerging Markets Fund LP
File 021-224532
$3,392,812 (est.)$0$0Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)

iCapital Securities, LLC BrokerCheck CRD 171061 ↗		EDGAR ↗
Mar 13, 2019 D/A
Cardinal AlternativeFocus HBK Fund II L.P.
File 021-191674
$1,270,400 (est.)$0$0Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 20, 2017 D/A
Cardinal Advisor Series - Strategic Commodities Fund Ltd.
File 021-133587
$2,182,573 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 739 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 739 ↗)
EDGAR ↗
Mar 20, 2017 D/A
Cardinal AlternativeFocus Owl Creek Asia II L.P.
File 021-163665
$1,551,226 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 21, 2016 D/A
Cardinal AlternativeFocus BlueTrend L.P.
File 021-136027
$798,646 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 21, 2016 D/A
Cardinal AlternativeFocus Brevan Howard Ltd.
File 021-136039
$1,321,727 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 21, 2016 D/A
Cardinal AlternativeFocus Brevan Howard L.P.
File 021-136046
$6,636,900 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 21, 2016 D/A
Cardinal AlternativeFocus Prologue L.P.
File 021-149139
$3,571,970 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

Lehman Brothers Inc. BrokerCheck CRD 7506 ↗
via Lehman Brothers Inc. (CRD 7506 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 21, 2016 D/A
Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.
File 021-152594
$5,141,549 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 21, 2016 D/A
Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.
File 021-152595
$1,013,074 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 21, 2016 D/A
Cardinal AlternativeFocus Shannon River Partners II L.P.
File 021-165909
$6,459,620$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Mar 21, 2016 D/A
Cardinal AlternativeFocus MKP Opportunity Partners L.P.
File 021-204392
$179,596$0$0Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
via STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD 793 ↗)
EDGAR ↗
Sep 3, 2015 D/A
BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTD
File 021-117149
$77,200 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

Lehman Brothers Inc. BrokerCheck CRD 7506 ↗
via Lehman Brothers Inc. (CRD 7506 ↗)
EDGAR ↗
Sep 3, 2015 D/A
AlternativeFocus Halcyon Partners Offshore Ltd.
File 021-142708
$449,327 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Sep 3, 2015 D/A
AlternativeFocus Halcyon Partners L.P.
File 021-142709
$1,768,487 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Sep 3, 2015 D/A
AlternativeFocus BlueTrend Ltd.
File 021-142710
$386,626 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Sep 3, 2015 D/A
Barclays Wealth Advisor Series - International Value Equity III L.P.
File 021-230150
$6,610 (est.)$0$0Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Apr 1, 2014 D/A
Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTD
File 021-119339
$594,946 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

Lehman Brothers Inc. BrokerCheck CRD 7506 ↗
via Lehman Brothers Inc. (CRD 7506 ↗)
EDGAR ↗
Apr 1, 2014 D/A
AlternativeFocus Saba Capital Partners L.P.
File 021-157952
$1,350,142 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Apr 1, 2014 D/A
AlternativeFocus Saba Capital Offshore Fund Ltd.
File 021-157955
$250,120$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Feb 10, 2014 D/A
BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LP
File 021-119338
$2,310,057 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

Lehman Brothers Inc. BrokerCheck CRD 7506 ↗
via Lehman Brothers Inc. (CRD 7506 ↗)
EDGAR ↗
Dec 11, 2013 D/A
Barclays Wealth Advisor Series - Global Bond Fund Ltd.
File 021-169837
$777,187 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Dec 11, 2013 D/A
Barclays Wealth Advisor Series - Global Bond Fund L.P.
File 021-169838
$428,168 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Mar 30, 2012 D/A
ALTERNATIVEFOCUS IVORY FLAGSHIP FUND L.P.
File 021-142707
$2,000,000 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Mar 30, 2012 D/A
AlternativeFocus Ivory Offshore Flagship Fund Ltd.
File 021-144708
$1,500,000$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Mar 30, 2012 D/A
AlternativeFocus Krom River Commodity Fund L.P.
File 021-157954
$1,000,000$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Apr 18, 2011 D/A
BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LP
File 021-117123
$5,662,910 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

Lehman Brothers Inc. BrokerCheck CRD 7506 ↗
via Lehman Brothers Inc. (CRD 7506 ↗)
EDGAR ↗
Apr 18, 2011 D/A
BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTD
File 021-117146
$1,986,380 (est.)$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

Lehman Brothers Inc. BrokerCheck CRD 7506 ↗
via Lehman Brothers Inc. (CRD 7506 ↗)
EDGAR ↗
Mar 11, 2010 D
AlternativeFocus Pomona Capital Secondary Co-Investment, L.P.
File 021-139458
$150,000$0$0 (est.)Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)
EDGAR ↗
Sep 4, 2009 D/A
BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LTD
File 021-117145
$500,000 (est.)$0$0 (est.)
EXPLANATION CONTINUATION FROM ITEM# 15...inception of the Fund through the following year, or by receiving fees in varying amounts from the Feeder Fund. Such amounts could increase or decrease over the liefetime of the Fund.
Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

Lehman Brothers Inc. BrokerCheck CRD 7506 ↗
via Lehman Brothers Inc. (CRD 7506 ↗)
EDGAR ↗
Sep 4, 2009 D/A
BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LP
File 021-117144
$500,000 (est.)$0$0 (est.)
EXPLANATION CONTINUATION FROM ITEM# 15...inception of the Fund through the following year, or by receiving fees in varying amounts from the Feeder Fund. Such amounts could increase or decrease over the liefetime of the Fund.
Barclays Capital Inc. BrokerCheck CRD 19714 ↗
via Barclays Capital Inc. (CRD 19714 ↗)

Lehman Brothers Inc. BrokerCheck CRD 7506 ↗
via Lehman Brothers Inc. (CRD 7506 ↗)
EDGAR ↗
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 37 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Barclays Wealth Advisor 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. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); 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. 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 ↗CA CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund22$217,858,118
offering Indefinite · similar: $155,000–$5,250,000
131
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2026
EDGAR ↗CA CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund25$912,539,943
offering Indefinite · similar: $155,000–$5,250,000
963
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗CA CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)New York, NYPooled Investment Fund20$215,423,753
offering Indefinite · similar: $155,000–$5,250,000
133
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2024
EDGAR ↗CA CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund23$633,553,103
offering Indefinite · similar: $155,000–$5,250,000
703
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗BW BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund6$152,355,488173No minimum reported2009–2011
EDGAR ↗BW BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund10$6,730,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2015
EDGAR ↗CA CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund22$223,633,381
offering Indefinite · similar: $155,000–$5,250,000
326
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗BW BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTDshared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund5$43,031,46132$100,0002009–2011
EDGAR ↗BW BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LTDshared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund2$12,375,0006$100,0002009–2009
EDGAR ↗BW BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund3$19,780,00013$100,0002009–2009
EDGAR ↗BW Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTDshared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund8$20,840,000
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2014
EDGAR ↗BW BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund9$78,267,588
offering Indefinite · similar: $155,000–$5,250,000
125
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2014
EDGAR ↗CA Cardinal Advisor Series - Strategic Commodities Fund LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)New York, NYPooled Investment Fund20$235,465,737
offering Indefinite · similar: $155,000–$5,250,000
330
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2024
EDGAR ↗CA Cardinal Advisor Series - Strategic Commodities Fund Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund11$64,319,542
offering Indefinite · similar: $155,000–$5,250,000
66
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2017
EDGAR ↗CA Cardinal AlternativeFocus BlueTrend L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund9$36,923,259
offering Indefinite · similar: $155,000–$5,250,000
47
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2016
EDGAR ↗CA Cardinal AlternativeFocus Brevan Howard Ltd.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund9$22,405,349
offering Indefinite · similar: $155,000–$5,250,000
32
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2016
EDGAR ↗CA Cardinal AlternativeFocus Brevan Howard L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund9$180,624,985
offering Indefinite · similar: $155,000–$5,250,000
210
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2016
EDGAR ↗AP AlternativeFocus Pomona Capital Secondary Co-Investment, L.P.shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesGEORGE TOWN, Cayman Islands (as filed: E9)Pooled Investment Fund1$10,750,00017$500,0002010–2010
EDGAR ↗AI ALTERNATIVEFOCUS IVORY FLAGSHIP FUND L.P.shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$69,962,909139No minimum reported2010–2012
EDGAR ↗AH AlternativeFocus Halcyon Partners L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund8$98,054,082
offering Indefinite · similar: $155,000–$5,250,000
185
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2015
EDGAR ↗AH AlternativeFocus Halcyon Partners Offshore Ltd.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund7$15,168,875
offering Indefinite · similar: $155,000–$5,250,000
20
similar: 4–27
$100,000
similar: $1,000–$100,000
2010–2015
EDGAR ↗AB AlternativeFocus BlueTrend Ltd.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund7$5,500,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
$100,000
similar: $1,000–$100,000
2010–2015
EDGAR ↗AI AlternativeFocus Ivory Offshore Flagship Fund Ltd.shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$8,250,75813$100,0002010–2012
EDGAR ↗CA Cardinal AlternativeFocus Prologue L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund8$200,670,095
offering Indefinite · similar: $155,000–$5,250,000
285
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2016
EDGAR ↗CA Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund8$43,242,559
offering Indefinite · similar: $155,000–$5,250,000
85
similar: 4–27
$100,000
similar: $1,000–$100,000
2010–2016
EDGAR ↗CA Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)NEW YORK, NYPooled Investment Fund8$258,793,807
offering Indefinite · similar: $155,000–$5,250,000
465
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2016
EDGAR ↗AS AlternativeFocus Saba Capital Offshore Fund Ltd.shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund4$10,729,396
offering Indefinite · similar: $155,000–$5,250,000
20
similar: 4–27
$100,000
similar: $1,000–$100,000
2011–2014
EDGAR ↗AS AlternativeFocus Saba Capital Partners L.P.shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund4$82,644,576
offering Indefinite · similar: $155,000–$5,250,000
164
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2011–2014
EDGAR ↗AK AlternativeFocus Krom River Commodity Fund L.P.shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$29,902,94566No minimum reported2011–2012
EDGAR ↗CA Cardinal AlternativeFocus Owl Creek Asia II L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund9$89,126,593
offering Indefinite · similar: $155,000–$5,250,000
122
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2011–2017
EDGAR ↗CA Cardinal AlternativeFocus Shannon River Partners II L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund7$198,618,403
offering Indefinite · similar: $155,000–$5,250,000
125
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2011–2016
EDGAR ↗BW Barclays Wealth Advisor Series - Global Bond Fund L.P.shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$16,420,000
offering Indefinite · similar: $155,000–$5,250,000
52
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2011–2013
EDGAR ↗BW Barclays Wealth Advisor Series - Global Bond Fund Ltd.shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$32,245,000
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
$100,000
similar: $1,000–$100,000
2011–2013
EDGAR ↗CA Cardinal AlternativeFocus HBK Fund II L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund9$107,189,219
offering Indefinite · similar: $155,000–$5,250,000
153
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2019
EDGAR ↗CA Cardinal AlternativeFocus MKP Opportunity Partners L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund4$15,602,079
offering Indefinite · similar: $155,000–$5,250,000
25
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2016
EDGAR ↗CA Cardinal AlternativeFocus TT Emerging Markets Fund LPshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNew York, NYPooled Investment Fund12$161,309,071
offering Indefinite · similar: $155,000–$5,250,000
263
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2024
EDGAR ↗BW Barclays Wealth Advisor Series - International Value Equity III L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$600,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2015

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Aug 17, 2026CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$912,539,943
EDGAR ↗Aug 13, 2026CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$633,553,103
EDGAR ↗Aug 13, 2026CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$213,620,644
EDGAR ↗Feb 13, 2026CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$223,633,381
EDGAR ↗Jul 24, 2025CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$631,427,026
EDGAR ↗Jul 24, 2025CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$905,791,303
EDGAR ↗Jul 24, 2025CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$213,324,644
EDGAR ↗Jul 30, 2024Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$235,465,737
EDGAR ↗Jul 30, 2024CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$213,120,644
EDGAR ↗Jul 30, 2024CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$902,215,121
EDGAR ↗Jul 30, 2024CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$219,691,440
EDGAR ↗Jul 30, 2024CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$204,836,672
EDGAR ↗Jul 30, 2024CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$630,311,311
EDGAR ↗Jul 30, 2024Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$161,309,071
EDGAR ↗Jun 26, 2023CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$204,836,672
EDGAR ↗Jun 26, 2023CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$894,741,166
EDGAR ↗Jun 26, 2023CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$217,819,625
EDGAR ↗Jun 26, 2023CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$213,120,644
EDGAR ↗Jun 26, 2023Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$159,624,144
EDGAR ↗Jun 23, 2023Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$234,715,737
EDGAR ↗Jun 23, 2023CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$624,016,571
EDGAR ↗Apr 25, 2022CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$616,863,540
EDGAR ↗Apr 25, 2022CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$204,736,672
EDGAR ↗Apr 25, 2022CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$215,444,338
EDGAR ↗Apr 25, 2022Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$157,781,619
EDGAR ↗Apr 25, 2022CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$839,502,974
EDGAR ↗Apr 25, 2022CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$212,700,221
EDGAR ↗Apr 25, 2022Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$230,930,737
EDGAR ↗Mar 10, 2022Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$157,781,619
EDGAR ↗Mar 10, 2022Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$226,597,237
EDGAR ↗Mar 10, 2022CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$213,544,338
EDGAR ↗Mar 10, 2022CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$204,736,672
EDGAR ↗Mar 10, 2022CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$616,713,540
EDGAR ↗Mar 10, 2022CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$212,700,221
EDGAR ↗Mar 10, 2022CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$839,352,974
EDGAR ↗Mar 11, 2021CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$825,486,913
EDGAR ↗Mar 11, 2021CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$208,400,221
EDGAR ↗Mar 11, 2021Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$224,652,237
EDGAR ↗Mar 11, 2021CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$201,986,672
EDGAR ↗Mar 11, 2021CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$207,097,174
EDGAR ↗Mar 11, 2021CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$604,083,674
EDGAR ↗Mar 11, 2021Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$147,090,468
EDGAR ↗Mar 11, 2020CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$201,536,672
EDGAR ↗Mar 11, 2020CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$810,387,458
EDGAR ↗Mar 11, 2020CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$207,410,221
EDGAR ↗Mar 11, 2020Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$224,552,237
EDGAR ↗Mar 11, 2020Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$138,494,452
EDGAR ↗Mar 11, 2020CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$206,316,532
EDGAR ↗Mar 11, 2020CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$582,424,122
EDGAR ↗Mar 13, 2019CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$555,955,968
EDGAR ↗Mar 13, 2019CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$200,836,672
EDGAR ↗Mar 13, 2019CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$202,448,980
EDGAR ↗Mar 13, 2019CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$798,449,001
EDGAR ↗Mar 13, 2019Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$224,452,237
EDGAR ↗Mar 13, 2019Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$132,688,160
EDGAR ↗Mar 13, 2019Cardinal AlternativeFocus HBK Fund II L.P.D/APooled Investment FundIndefinite$107,189,219
EDGAR ↗Mar 13, 2019CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$206,760,221
EDGAR ↗Mar 14, 2018Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$117,168,590
EDGAR ↗Mar 14, 2018CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$200,326,672
EDGAR ↗Mar 14, 2018CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$545,616,180
EDGAR ↗Mar 14, 2018CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$784,614,645
EDGAR ↗Mar 14, 2018CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$203,940,221
EDGAR ↗Mar 14, 2018CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$201,040,942
EDGAR ↗Mar 14, 2018Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$224,452,237
EDGAR ↗Mar 14, 2018Cardinal AlternativeFocus HBK Fund II L.P.D/APooled Investment FundIndefinite$105,564,219
EDGAR ↗Mar 20, 2017Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$104,724,202
EDGAR ↗Mar 20, 2017Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$63,063,542
EDGAR ↗Mar 20, 2017Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$222,187,981
EDGAR ↗Mar 20, 2017CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$200,190,942
EDGAR ↗Mar 20, 2017CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$768,909,587
EDGAR ↗Mar 20, 2017CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$198,636,672
EDGAR ↗Mar 20, 2017CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$539,222,777
EDGAR ↗Mar 20, 2017Cardinal AlternativeFocus Owl Creek Asia II L.P.D/APooled Investment FundIndefinite$89,126,593
EDGAR ↗Mar 20, 2017Cardinal AlternativeFocus HBK Fund II L.P.D/APooled Investment FundIndefinite$101,025,984
EDGAR ↗Mar 20, 2017CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$200,500,221
EDGAR ↗Mar 21, 2016Cardinal AlternativeFocus Shannon River Partners II L.P.D/APooled Investment FundIndefinite$43,508,428
EDGAR ↗Mar 21, 2016Cardinal AlternativeFocus Owl Creek Asia II L.P.D/APooled Investment FundIndefinite$85,976,593
EDGAR ↗Mar 21, 2016Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$99,474,073
EDGAR ↗Mar 21, 2016Cardinal AlternativeFocus MKP Opportunity Partners L.P.D/APooled Investment FundIndefinite$15,602,079
EDGAR ↗Mar 21, 2016Cardinal AlternativeFocus HBK Fund II L.P.D/APooled Investment FundIndefinite$98,054,082
EDGAR ↗Mar 21, 2016Cardinal AlternativeFocus Brevan Howard L.P.D/APooled Investment FundIndefinite$180,624,985
EDGAR ↗Mar 21, 2016Cardinal AlternativeFocus Brevan Howard Ltd.D/APooled Investment FundIndefinite$22,405,349
EDGAR ↗Mar 21, 2016Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.D/APooled Investment FundIndefinite$35,224,267
EDGAR ↗Mar 21, 2016CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$751,160,476
EDGAR ↗Mar 21, 2016Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$221,365,314
EDGAR ↗Mar 21, 2016Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$63,063,542
EDGAR ↗Mar 21, 2016CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$190,636,672
EDGAR ↗Mar 21, 2016Cardinal AlternativeFocus BlueTrend L.P.D/APooled Investment FundIndefinite$36,923,259
EDGAR ↗Mar 21, 2016Cardinal AlternativeFocus Prologue L.P.D/APooled Investment FundIndefinite$200,670,095
EDGAR ↗Mar 21, 2016CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$186,650,221
EDGAR ↗Mar 21, 2016CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$196,951,636
EDGAR ↗Mar 21, 2016CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$533,334,636
EDGAR ↗Mar 21, 2016Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.D/APooled Investment FundIndefinite$258,793,807
EDGAR ↗Sep 3, 2015Cardinal AlternativeFocus TT Emerging Markets Fund LPD/APooled Investment FundIndefinite$99,474,073
EDGAR ↗Sep 3, 2015Cardinal AlternativeFocus Shannon River Partners II L.P.D/APooled Investment FundIndefinite$43,508,427
EDGAR ↗Sep 3, 2015Cardinal AlternativeFocus Owl Creek Asia II L.P.D/APooled Investment FundIndefinite$85,976,593
EDGAR ↗Sep 3, 2015Cardinal AlternativeFocus MKP Opportunity Partners L.P.D/APooled Investment FundIndefinite$15,602,079
EDGAR ↗Sep 3, 2015Cardinal AlternativeFocus HBK Fund II L.P.D/APooled Investment FundIndefinite$80,770,273
EDGAR ↗Sep 3, 2015AlternativeFocus Halcyon Partners Offshore Ltd.D/APooled Investment FundIndefinite$15,168,875
EDGAR ↗Sep 3, 2015AlternativeFocus Halcyon Partners L.P.D/APooled Investment FundIndefinite$98,054,082
EDGAR ↗Sep 3, 2015Cardinal AlternativeFocus Brevan Howard Ltd.D/APooled Investment FundIndefinite$22,405,348
EDGAR ↗Sep 3, 2015Cardinal AlternativeFocus Brevan Howard L.P.D/APooled Investment FundIndefinite$180,624,985
EDGAR ↗Sep 3, 2015AlternativeFocus BlueTrend Ltd.D/APooled Investment FundIndefinite$5,500,000
EDGAR ↗Sep 3, 2015Cardinal AlternativeFocus BlueTrend L.P.D/APooled Investment FundIndefinite$36,923,259
EDGAR ↗Sep 3, 2015CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$186,650,221
EDGAR ↗Sep 3, 2015Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$63,063,542
EDGAR ↗Sep 3, 2015BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Sep 3, 2015Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.D/APooled Investment FundIndefinite$35,224,268
EDGAR ↗Sep 3, 2015Barclays Wealth Advisor Series - International Value Equity III L.P.D/APooled Investment FundIndefinite$600,000
EDGAR ↗Sep 3, 2015CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$191,014,672
EDGAR ↗Sep 3, 2015Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$221,365,314
EDGAR ↗Sep 3, 2015CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$196,751,636
EDGAR ↗Sep 3, 2015Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.D/APooled Investment FundIndefinite$256,987,521
EDGAR ↗Sep 3, 2015CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$750,660,476
EDGAR ↗Sep 3, 2015CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$533,334,636
EDGAR ↗Sep 3, 2015Cardinal AlternativeFocus Prologue L.P.D/APooled Investment FundIndefinite$200,670,094
EDGAR ↗Aug 5, 2015Cardinal AlternativeFocus HBK Fund II L.P.D/APooled Investment FundIndefinite$69,509,908
EDGAR ↗Jun 25, 2015Cardinal AlternativeFocus Owl Creek Asia II L.P.D/APooled Investment FundIndefinite$85,976,593
EDGAR ↗Mar 30, 2015BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Mar 30, 2015CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$190,211,636
EDGAR ↗Mar 30, 2015Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.D/APooled Investment FundIndefinite$35,224,268
EDGAR ↗Mar 30, 2015Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.D/APooled Investment FundIndefinite$256,987,521
EDGAR ↗Mar 30, 2015CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$217,858,118
EDGAR ↗Mar 30, 2015CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$741,160,476
EDGAR ↗Mar 30, 2015CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$215,423,753
EDGAR ↗Mar 30, 2015CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$528,709,636
EDGAR ↗Mar 30, 2015Cardinal AlternativeFocus Shannon River Partners II L.P.D/APooled Investment FundIndefinite$198,618,403
EDGAR ↗Mar 30, 2015Cardinal AlternativeFocus Prologue L.P.D/APooled Investment FundIndefinite$198,618,403
EDGAR ↗Mar 30, 2015AlternativeFocus Halcyon Partners Offshore Ltd.D/APooled Investment FundIndefinite$14,385,754
EDGAR ↗Mar 30, 2015AlternativeFocus Halcyon Partners L.P.D/APooled Investment FundIndefinite$98,054,082
EDGAR ↗Mar 30, 2015Cardinal AlternativeFocus Brevan Howard Ltd.D/APooled Investment FundIndefinite$21,509,693
EDGAR ↗Mar 30, 2015Cardinal AlternativeFocus Brevan Howard L.P.D/APooled Investment FundIndefinite$180,349,125
EDGAR ↗Mar 30, 2015AlternativeFocus BlueTrend Ltd.D/APooled Investment FundIndefinite$5,500,000
EDGAR ↗Mar 30, 2015Cardinal AlternativeFocus BlueTrend L.P.D/APooled Investment FundIndefinite$34,231,675
EDGAR ↗Mar 30, 2015Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$63,063,542
EDGAR ↗Mar 30, 2015Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$221,115,314
EDGAR ↗Dec 15, 2014Barclays Wealth Advisor Series - International Value Equity III L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 16, 2014Cardinal AlternativeFocus MKP Opportunity Partners L.P.D/APooled Investment FundIndefinite$14,100,000
EDGAR ↗Sep 11, 2014Cardinal AlternativeFocus TT Emerging Markets Fund LPDPooled Investment FundIndefinite$0
EDGAR ↗Aug 11, 2014Cardinal AlternativeFocus HBK Fund II L.P.D/APooled Investment FundIndefinite$65,139,963
EDGAR ↗Jul 1, 2014Cardinal AlternativeFocus Owl Creek Asia II L.P.D/APooled Investment FundIndefinite$50,512,995
EDGAR ↗Jun 20, 2014Cardinal AlternativeFocus Owl Creek Asia II L.P.D/APooled Investment FundIndefinite$50,512,995
EDGAR ↗Apr 1, 2014BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Apr 1, 2014CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$101,551,358
EDGAR ↗Apr 1, 2014CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$192,591,328
EDGAR ↗Apr 1, 2014CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$718,033,285
EDGAR ↗Apr 1, 2014CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$175,946,839
EDGAR ↗Apr 1, 2014CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$495,863,540
EDGAR ↗Apr 1, 2014Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTDD/APooled Investment FundIndefinite$20,840,000
EDGAR ↗Apr 1, 2014Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$227,989,358
EDGAR ↗Apr 1, 2014Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$227,989,358
EDGAR ↗Apr 1, 2014Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$64,319,542
EDGAR ↗Apr 1, 2014Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.D/APooled Investment FundIndefinite$43,242,559
EDGAR ↗Apr 1, 2014Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.D/APooled Investment FundIndefinite$248,188,278
EDGAR ↗Apr 1, 2014Cardinal AlternativeFocus Shannon River Partners II L.P.D/APooled Investment FundIndefinite$43,412,534
EDGAR ↗Apr 1, 2014AlternativeFocus Saba Capital Offshore Fund Ltd.D/APooled Investment FundIndefinite$10,729,396
EDGAR ↗Apr 1, 2014AlternativeFocus Saba Capital Partners L.P.D/APooled Investment FundIndefinite$82,644,576
EDGAR ↗Apr 1, 2014Cardinal AlternativeFocus Prologue L.P.D/APooled Investment FundIndefinite$170,584,442
EDGAR ↗Apr 1, 2014AlternativeFocus Halcyon Partners Offshore Ltd.D/APooled Investment FundIndefinite$10,630,000
EDGAR ↗Apr 1, 2014AlternativeFocus Halcyon Partners L.P.D/APooled Investment FundIndefinite$97,954,085
EDGAR ↗Apr 1, 2014Cardinal AlternativeFocus Brevan Howard Ltd.D/APooled Investment FundIndefinite$17,015,000
EDGAR ↗Apr 1, 2014Cardinal AlternativeFocus Brevan Howard L.P.D/APooled Investment FundIndefinite$155,931,694
EDGAR ↗Apr 1, 2014AlternativeFocus BlueTrend Ltd.D/APooled Investment FundIndefinite$750,000
EDGAR ↗Apr 1, 2014Cardinal AlternativeFocus BlueTrend L.P.D/APooled Investment FundIndefinite$32,679,254
EDGAR ↗Feb 10, 2014BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPD/APooled Investment FundIndefinite$78,267,588
EDGAR ↗Dec 11, 2013Barclays Wealth Advisor Series - Global Bond Fund Ltd.D/APooled Investment FundIndefinite$6,825,000
EDGAR ↗Dec 11, 2013Barclays Wealth Advisor Series - Global Bond Fund L.P.D/APooled Investment FundIndefinite$16,420,000
EDGAR ↗Oct 10, 2013Cardinal AlternativeFocus MKP Opportunity Partners L.P.DPooled Investment FundIndefinite$1,150,000
EDGAR ↗Aug 23, 2013Cardinal AlternativeFocus HBK Fund II L.P.D/APooled Investment FundIndefinite$30,950,000
EDGAR ↗Aug 23, 2013Cardinal AlternativeFocus Shannon River Partners II L.P.D/APooled Investment FundIndefinite$30,950,000
EDGAR ↗Jul 10, 2013Cardinal AlternativeFocus Owl Creek Asia II L.P.D/APooled Investment FundIndefinite$22,125,000
EDGAR ↗Jun 11, 2013AlternativeFocus Halcyon Partners L.P.D/APooled Investment FundIndefinite$80,544,262
EDGAR ↗Apr 1, 2013BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Apr 1, 2013CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$70,667,358
EDGAR ↗Apr 1, 2013CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$156,573,362
EDGAR ↗Apr 1, 2013CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$606,518,880
EDGAR ↗Apr 1, 2013CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$135,160,500
EDGAR ↗Apr 1, 2013CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$427,258,540
EDGAR ↗Apr 1, 2013Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$63,569,542
EDGAR ↗Apr 1, 2013Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$175,959,358
EDGAR ↗Apr 1, 2013Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.D/APooled Investment FundIndefinite$40,517,375
EDGAR ↗Apr 1, 2013Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.D/APooled Investment FundIndefinite$218,917,652
EDGAR ↗Apr 1, 2013Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTDD/APooled Investment FundIndefinite$17,840,000
EDGAR ↗Apr 1, 2013AlternativeFocus Saba Capital Offshore Fund Ltd.D/APooled Investment FundIndefinite$10,729,396
EDGAR ↗Apr 1, 2013AlternativeFocus Saba Capital Partners L.P.D/APooled Investment FundIndefinite$72,896,655
EDGAR ↗Apr 1, 2013Cardinal AlternativeFocus Prologue L.P.D/APooled Investment FundIndefinite$117,692,583
EDGAR ↗Apr 1, 2013AlternativeFocus Halcyon Partners Offshore Ltd.D/APooled Investment FundIndefinite$10,130,000
EDGAR ↗Apr 1, 2013Cardinal AlternativeFocus Brevan Howard Ltd.D/APooled Investment FundIndefinite$14,665,000
EDGAR ↗Apr 1, 2013Cardinal AlternativeFocus Brevan Howard L.P.D/APooled Investment FundIndefinite$143,642,036
EDGAR ↗Apr 1, 2013AlternativeFocus BlueTrend Ltd.D/APooled Investment FundIndefinite$750,000
EDGAR ↗Apr 1, 2013Cardinal AlternativeFocus BlueTrend L.P.D/APooled Investment FundIndefinite$32,679,254
EDGAR ↗Feb 12, 2013Cardinal AlternativeFocus HBK Fund II L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 11, 2013BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPD/APooled Investment FundIndefinite$75,049,144
EDGAR ↗Nov 29, 2012Barclays Wealth Advisor Series - Global Bond Fund Ltd.D/APooled Investment FundIndefinite$32,245,000
EDGAR ↗Nov 29, 2012Barclays Wealth Advisor Series - Global Bond Fund L.P.D/APooled Investment FundIndefinite$15,370,000
EDGAR ↗Aug 22, 2012Cardinal AlternativeFocus Shannon River Partners II L.P.D/APooled Investment FundIndefinite$30,038,508
EDGAR ↗Jul 24, 2012Cardinal AlternativeFocus Owl Creek Asia II L.P.D/APooled Investment FundIndefinite$22,125,000
EDGAR ↗Jun 11, 2012AlternativeFocus Halcyon Partners L.P.D/APooled Investment FundIndefinite$53,276,092
EDGAR ↗Mar 30, 2012BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Mar 30, 2012CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$62,142,143
EDGAR ↗Mar 30, 2012CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$132,210,362
EDGAR ↗Mar 30, 2012CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$560,912,632
EDGAR ↗Mar 30, 2012CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$116,872,500
EDGAR ↗Mar 30, 2012CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$397,323,137
EDGAR ↗Mar 30, 2012Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTDD/APooled Investment FundIndefinite$17,425,000
EDGAR ↗Mar 30, 2012Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$52,676,542
EDGAR ↗Mar 30, 2012Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$122,278,116
EDGAR ↗Mar 30, 2012Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.D/APooled Investment FundIndefinite$23,108,000
EDGAR ↗Mar 30, 2012Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.D/APooled Investment FundIndefinite$134,103,665
EDGAR ↗Mar 30, 2012AlternativeFocus Saba Capital Offshore Fund Ltd.D/APooled Investment FundIndefinite$8,879,396
EDGAR ↗Mar 30, 2012AlternativeFocus Saba Capital Partners L.P.D/APooled Investment FundIndefinite$62,171,008
EDGAR ↗Mar 30, 2012Cardinal AlternativeFocus Prologue L.P.D/APooled Investment FundIndefinite$76,850,802
EDGAR ↗Mar 30, 2012AlternativeFocus Krom River Commodity Fund L.P.D/APooled Investment FundIndefinite$29,902,945
EDGAR ↗Mar 30, 2012AlternativeFocus Ivory Offshore Flagship Fund Ltd.D/APooled Investment FundIndefinite$8,250,758
EDGAR ↗Mar 30, 2012ALTERNATIVEFOCUS IVORY FLAGSHIP FUND L.P.D/APooled Investment FundIndefinite$69,962,909
EDGAR ↗Mar 30, 2012AlternativeFocus Halcyon Partners Offshore Ltd.D/APooled Investment FundIndefinite$7,880,000
EDGAR ↗Mar 30, 2012Cardinal AlternativeFocus Brevan Howard Ltd.D/APooled Investment FundIndefinite$14,165,000
EDGAR ↗Mar 30, 2012Cardinal AlternativeFocus Brevan Howard L.P.D/APooled Investment FundIndefinite$141,030,000
EDGAR ↗Mar 30, 2012AlternativeFocus BlueTrend Ltd.D/APooled Investment FundIndefinite$750,000
EDGAR ↗Mar 30, 2012Cardinal AlternativeFocus BlueTrend L.P.D/APooled Investment FundIndefinite$18,375,000
EDGAR ↗Feb 13, 2012BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPD/APooled Investment FundIndefinite$48,374,195
EDGAR ↗Dec 9, 2011Barclays Wealth Advisor Series - Global Bond Fund L.P.DPooled Investment FundIndefinite$6,100,000
EDGAR ↗Dec 9, 2011Barclays Wealth Advisor Series - Global Bond Fund Ltd.DPooled Investment FundIndefinite$4,000,000
EDGAR ↗Sep 15, 2011Cardinal AlternativeFocus Shannon River Partners II L.P.DPooled Investment FundIndefinite$1,720,000
EDGAR ↗Jul 29, 2011Cardinal AlternativeFocus Owl Creek Asia II L.P.DPooled Investment FundIndefinite$3,850,000
EDGAR ↗May 11, 2011AlternativeFocus Halcyon Partners L.P.D/APooled Investment FundIndefinite$36,934,000
EDGAR ↗Apr 18, 2011BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Apr 18, 2011CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$44,071,610
EDGAR ↗Apr 18, 2011CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$100,052,901
EDGAR ↗Apr 18, 2011CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$532,309,802
EDGAR ↗Apr 18, 2011CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$84,460,000
EDGAR ↗Apr 18, 2011CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$362,792,124
EDGAR ↗Apr 18, 2011Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$31,356,542
EDGAR ↗Apr 18, 2011Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$82,501,116
EDGAR ↗Apr 18, 2011Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.D/APooled Investment FundIndefinite$6,700,000
EDGAR ↗Apr 18, 2011Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.D/APooled Investment FundIndefinite$40,618,841
EDGAR ↗Apr 18, 2011BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTDD/APooled Investment FundIndefinite$43,031,461
EDGAR ↗Apr 18, 2011BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LPD/APooled Investment FundIndefinite$152,355,488
EDGAR ↗Apr 18, 2011Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTDD/APooled Investment FundIndefinite$16,000,000
EDGAR ↗Apr 18, 2011BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPD/APooled Investment FundIndefinite$48,374,195
EDGAR ↗Apr 18, 2011Cardinal AlternativeFocus Prologue L.P.D/APooled Investment FundIndefinite$21,352,000
EDGAR ↗Apr 18, 2011AlternativeFocus Ivory Offshore Flagship Fund Ltd.D/APooled Investment FundIndefinite$7,250,758
EDGAR ↗Apr 18, 2011ALTERNATIVEFOCUS IVORY FLAGSHIP FUND L.P.D/APooled Investment FundIndefinite$66,540,000
EDGAR ↗Apr 18, 2011AlternativeFocus Halcyon Partners Offshore Ltd.D/APooled Investment FundIndefinite$5,575,000
EDGAR ↗Apr 18, 2011AlternativeFocus Halcyon Partners L.P.D/APooled Investment FundIndefinite$33,694,000
EDGAR ↗Apr 18, 2011Cardinal AlternativeFocus Brevan Howard Ltd.D/APooled Investment FundIndefinite$13,915,000
EDGAR ↗Apr 18, 2011Cardinal AlternativeFocus Brevan Howard L.P.D/APooled Investment FundIndefinite$122,380,000
EDGAR ↗Apr 18, 2011AlternativeFocus BlueTrend Ltd.D/APooled Investment FundIndefinite$750,000
EDGAR ↗Apr 18, 2011Cardinal AlternativeFocus BlueTrend L.P.D/APooled Investment FundIndefinite$17,275,000
EDGAR ↗Apr 6, 2011AlternativeFocus Saba Capital Offshore Fund Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 6, 2011AlternativeFocus Krom River Commodity Fund L.P.DPooled Investment FundIndefinite$5,440,000
EDGAR ↗Apr 6, 2011AlternativeFocus Saba Capital Partners L.P.DPooled Investment FundIndefinite$2,250,000
EDGAR ↗Dec 28, 2010Cardinal Advisor Series - Local Currency Emerging Market Debt Fund Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 28, 2010Cardinal Advisor Series - Local Currency Emerging Market Debt Fund L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 4, 2010Cardinal AlternativeFocus BlueTrend L.P.D/APooled Investment FundIndefinite$11,025,000
EDGAR ↗Nov 4, 2010Cardinal AlternativeFocus Brevan Howard Ltd.D/APooled Investment FundIndefinite$750,000
EDGAR ↗Nov 4, 2010Cardinal AlternativeFocus Brevan Howard L.P.D/APooled Investment FundIndefinite$102,130,000
EDGAR ↗Oct 15, 2010Cardinal AlternativeFocus Prologue L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 8, 2010BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Oct 8, 2010CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$41,637,610
EDGAR ↗Oct 8, 2010CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$91,082,901
EDGAR ↗Oct 8, 2010CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$507,535,212
EDGAR ↗Oct 8, 2010CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$69,200,000
EDGAR ↗Oct 8, 2010CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$339,382,124
EDGAR ↗Oct 8, 2010BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTDD/APooled Investment FundIndefinite$42,031,460
EDGAR ↗Oct 8, 2010BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LPD/APooled Investment FundIndefinite$152,355,487
EDGAR ↗Oct 8, 2010Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$25,047,623
EDGAR ↗Oct 8, 2010Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$66,867,787
EDGAR ↗Oct 8, 2010Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTDD/APooled Investment FundIndefinite$16,000,000
EDGAR ↗Oct 8, 2010BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPD/APooled Investment FundIndefinite$36,749,195
EDGAR ↗Aug 13, 2010BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Aug 13, 2010CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$41,107,610
EDGAR ↗Aug 13, 2010CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$91,082,901
EDGAR ↗Aug 13, 2010CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$504,148,212
EDGAR ↗Aug 13, 2010BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTDD/APooled Investment FundIndefinite$42,031,460
EDGAR ↗Aug 13, 2010BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LPD/APooled Investment FundIndefinite$152,355,487
EDGAR ↗Aug 13, 2010CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$66,625,000
EDGAR ↗Aug 13, 2010CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$335,426,124
EDGAR ↗Aug 13, 2010Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTDD/APooled Investment FundIndefinite$16,000,000
EDGAR ↗Aug 13, 2010BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPD/APooled Investment FundIndefinite$35,799,195
EDGAR ↗Jul 26, 2010Cardinal Advisor Series - Strategic Commodities Fund Ltd.D/APooled Investment FundIndefinite$23,520,681
EDGAR ↗Jul 26, 2010Cardinal Advisor Series - Strategic Commodities Fund LPD/APooled Investment FundIndefinite$59,808,954
EDGAR ↗Jul 12, 2010AlternativeFocus Ivory Offshore Flagship Fund Ltd.DPooled Investment FundIndefinite$2,964,000
EDGAR ↗May 28, 2010AlternativeFocus BlueTrend Ltd.DPooled Investment FundIndefinite$250,000
EDGAR ↗May 28, 2010AlternativeFocus Halcyon Partners L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 28, 2010AlternativeFocus Halcyon Partners Offshore Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗May 28, 2010ALTERNATIVEFOCUS IVORY FLAGSHIP FUND L.P.DPooled Investment FundIndefinite$3,950,000
EDGAR ↗Mar 11, 2010AlternativeFocus Pomona Capital Secondary Co-Investment, L.P.DPooled Investment FundIndefinite$10,750,000
EDGAR ↗Nov 12, 2009Cardinal AlternativeFocus Brevan Howard L.P.DPooled Investment FundIndefinite$9,350,000
EDGAR ↗Nov 12, 2009Cardinal AlternativeFocus Brevan Howard Ltd.DPooled Investment FundIndefinite$600,000
EDGAR ↗Nov 12, 2009Cardinal AlternativeFocus BlueTrend L.P.DPooled Investment FundIndefinite$3,050,000
EDGAR ↗Sep 4, 2009Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTDD/APooled Investment FundIndefinite$7,250,000
EDGAR ↗Sep 4, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTDD/APooled Investment FundIndefinite$41,031,461
EDGAR ↗Sep 4, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$61,175,000
EDGAR ↗Sep 4, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LTDD/APooled Investment FundIndefinite$12,375,000
EDGAR ↗Sep 4, 2009CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$81,114,000
EDGAR ↗Sep 4, 2009BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Sep 4, 2009CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$30,138,413
EDGAR ↗Sep 4, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$464,861,109
EDGAR ↗Sep 4, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LPD/APooled Investment FundIndefinite$19,780,000
EDGAR ↗Sep 4, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$296,491,124
EDGAR ↗Sep 4, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LPD/APooled Investment FundIndefinite$151,580,488
EDGAR ↗Sep 4, 2009BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPD/APooled Investment FundIndefinite$6,250,000
EDGAR ↗Aug 12, 2009Cardinal Advisor Series - Strategic Commodities Fund Ltd.DPooled Investment FundIndefinite$8,600,000
EDGAR ↗Aug 12, 2009Cardinal Advisor Series - Strategic Commodities Fund LPDPooled Investment FundIndefinite$8,425,000
EDGAR ↗Apr 9, 2009BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPD/APooled Investment FundIndefinite$5,000,000
EDGAR ↗Apr 9, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LPD/APooled Investment FundIndefinite$17,880,000
EDGAR ↗Apr 9, 2009CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$26,138,413
EDGAR ↗Apr 9, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LPD/APooled Investment FundIndefinite$151,580,488
EDGAR ↗Apr 9, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$292,552,902
EDGAR ↗Apr 9, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$464,861,109
EDGAR ↗Mar 12, 2009BARCLAYS WEALTH ADVISOR SERIES - GLOBAL EQUITY LPD/APooled Investment FundIndefinite$5,000,000
EDGAR ↗Mar 12, 2009Barclays Wealth ADVISOR SERIES - GLOBAL EQUITY LTDD/APooled Investment FundIndefinite$7,250,000
EDGAR ↗Mar 12, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LPD/APooled Investment FundIndefinite$17,880,000
EDGAR ↗Mar 12, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL VALUE EQUITY II LTDD/APooled Investment FundIndefinite$12,375,000
EDGAR ↗Mar 12, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LTDD/APooled Investment FundIndefinite$41,031,461
EDGAR ↗Mar 12, 2009CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LPD/APooled Investment FundIndefinite$26,138,413
EDGAR ↗Mar 12, 2009BARCLAYS WEALTH ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LTDD/APooled Investment FundIndefinite$6,730,000
EDGAR ↗Mar 12, 2009BARCLAYS WEALTH ADVISOR SERIES - INTERNATIONAL CORE EQUITY LPD/APooled Investment FundIndefinite$151,580,488
EDGAR ↗Mar 12, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LPD/APooled Investment FundIndefinite$292,552,902
EDGAR ↗Mar 12, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTDD/APooled Investment FundIndefinite$61,175,000
EDGAR ↗Mar 12, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$464,861,109
EDGAR ↗Mar 12, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPDPooled Investment FundIndefinite$464,861,109
EDGAR ↗Mar 12, 2009CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LPD/APooled Investment FundIndefinite$464,861,109
EDGAR ↗Mar 12, 2009CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTDD/APooled Investment FundIndefinite$81,114,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Aug 17, 2026. Industry history, as reported on each offering's latest filing: All 37 offerings reported: Pooled Investment Fund (2009–2014).

People across the group

NameRolesIssuers hereFirst → last listed
MC Michelle Wilson-ClarkeDirector37Mar 12, 2009 → Aug 17, 2026
LG Laren GillespieDirector28Apr 6, 2011 → Aug 17, 2026
AM Alison MartinsonDirector16Mar 12, 2009 → Apr 18, 2011
LA Lisa AlexanderDirector16Apr 9, 2009 → Nov 4, 2010
JL Jayson LashinDirector14Oct 8, 2010 → Apr 18, 2011
LH Lori HotzDirector14Mar 12, 2009 → Aug 13, 2010
DR David W. RomhiltExecutive Officer8Mar 12, 2009 → Feb 13, 2012
LA Lisa Ann Marie AlexanderDirector8Mar 12, 2009 → Oct 8, 2010
RC Robert ContiDirector6Mar 12, 2009 → Mar 12, 2009
MS Max SchwartzExecutive Officer3Jul 24, 2025 → Aug 17, 2026
LG Laren Ann Marie GillespieDirector3Apr 18, 2011 → Aug 13, 2026
LG Laren GillespieDirector2Apr 18, 2011 → Mar 21, 2016
LG Laren Gillespie GillespieDirector2Apr 18, 2011 → Mar 30, 2012
LA Lisa AlexanderDirector2Dec 28, 2010 → Dec 28, 2010
JS Jonathan SimonDirector1Sep 3, 2015 → Sep 3, 2015
WS William ShawDirector1Aug 5, 2015 → Aug 5, 2015
SB Steven BrownExecutive Officer1Aug 5, 2015 → Aug 5, 2015
ZW Zachary D. WarrenExecutive Officer1Aug 5, 2015 → Aug 5, 2015
JM James MichalExecutive Officer1Aug 5, 2015 → Aug 5, 2015
CL Christopher LeBeauDirector1Aug 5, 2015 → Aug 5, 2015
RH Roger HansonDirector1Aug 5, 2015 → Aug 5, 2015
AP AlternativeFocus Private Equity I, entityExecutive Officer1Mar 11, 2010 → Mar 11, 2010

Adviser registration (Form ADV)

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

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 Barclays Wealth Advisor's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #13,203 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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