Sponsor Check › Sponsor group
39 issuers linked to one sponsor · MINNETONKA, MN
Grouped because: 5 shared people, 18 shared management entities, same business address (2 issuers), similar issuer names (39) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Aug 24, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found so far in sources searched for 39 of 39 issuers in this group.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 39 of 39 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
None found so far in sources searched for 39 of 39 issuers in this group.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 39 of 39 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
5 of 40 offerings report sales commissions totalling $5,027,856; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Aug 24, 2026 D/A File 021-555562 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Mar 12, 2026 D File 021-576306 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Mar 12, 2026 D File 021-576309 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jan 16, 2026 D/A File 021-535680 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jan 16, 2026 D/A File 021-535682 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jan 16, 2026 D/A File 021-535684 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | May 15, 2025 D/A File 021-513431 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | May 15, 2025 D/A File 021-513432 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | May 15, 2025 D/A File 021-513433 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | May 15, 2025 D/A File 021-513434 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Nov 8, 2024 D/A File 021-168804 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Aug 23, 2024 D File 021-522290 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jul 7, 2023 D/A File 021-221137 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jul 7, 2023 D/A File 021-221138 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jun 29, 2023 D File 021-485611 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 7, 2023 D/A File 021-448288 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jun 7, 2023 D/A File 021-448289 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Morgan Stanley BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jun 7, 2023 D/A File 021-448290 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Morgan Stanley BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Mar 10, 2023 D/A File 021-236995 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Mar 10, 2023 D/A File 021-282778 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Apr 16, 2021 D/A File 021-216585 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jan 15, 2021 D/A File 021-358219 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Nov 13, 2020 D/A File 021-353515 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Nov 13, 2020 D/A File 021-353516 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Oct 2, 2020 D File 021-376995 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jul 15, 2020 D/A File 021-368365 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | HMC Itajuba no CRD number reported Kakaopay Securities Corp no CRD number reported Probitas Funds Group, LLC BrokerCheck CRD 115876 ↗ |
| EDGAR ↗ | Jul 15, 2020 D/A File 021-368366 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Probitas Funds Group, LLC BrokerCheck CRD 115876 ↗ |
| EDGAR ↗ | Apr 24, 2020 D/A File 021-262230 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Apr 17, 2020 D/A File 021-195096 | $261,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Hudson Partners Securities LLC BrokerCheck CRD 145425 ↗ |
| EDGAR ↗ | Apr 17, 2020 D/A File 021-195100 | $442,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Hudson Partners Securities LLC BrokerCheck CRD 145425 ↗ |
| EDGAR ↗ | Oct 17, 2017 D File 021-296835 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Oct 17, 2017 D File 021-296837 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jul 1, 2015 D/A File 021-226537 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jul 1, 2015 D/A File 021-226538 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jul 15, 2014 D File 021-221015 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Feb 3, 2014 D File 021-211197 | $6,150 | $0 | $0 | IROQUOIS CAPITAL ADVISORS, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Jun 18, 2013 D/A File 021-187177 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jun 18, 2013 D/A File 021-187180 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jul 15, 2011 D/A File 021-149175 | $156,240 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Jul 15, 2011 D/A File 021-149176 | $4,162,466 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 39 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Cvi in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:40 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | CVI Credit Value Fund B LP | shared management entity, same business address, similar issuer names | MINNETONKA, MN | Pooled Investment Fund | 3 | $23,300,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2011 |
| EDGAR ↗ | CVI Credit Value Fund A LP | shared management entity, same business address, similar issuer names | MINNETONKA, MN | Pooled Investment Fund | 4 | $644,850,000 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2011 |
| EDGAR ↗ | CVI International Credit Fund Ltd. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 14 | $649,494,850 offering Indefinite · similar: $155,000–$5,250,000 | 37 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2011–2024 |
| EDGAR ↗ | CVI Credit Value Fund A II LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 6 | $1,269,700,000 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2013 |
| EDGAR ↗ | CVI Credit Value Fund B II LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 5 | $60,250,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2012–2013 |
| EDGAR ↗ | CVI Emerging Markets Credit Value Fund Ltd. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 8 | $115,950,000 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2013–2020 |
| EDGAR ↗ | CVI Emerging Markets Credit Value Fund LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 8 | $110,218,261 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2020 |
| EDGAR ↗ | CVI REIT I, LLC | shared management entity, similar issuer names | HOPKINS, MN | REITS and Finance | 1 | $123,000 offering $125,000 · similar: $125,000–$125,000 | 123 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2014–2014 |
| EDGAR ↗ | Envoy Opportunistic Credit LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 8 | $54,800,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2021 |
| EDGAR ↗ | CVI Shipping Opportunities Fund A LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 1 | $120,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2014 |
| EDGAR ↗ | CarVal Global Credit Fund A LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 10 | $299,220,541 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2023 |
| EDGAR ↗ | CarVal Global Credit Fund B LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 10 | $3,914,427 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2014–2023 |
| EDGAR ↗ | CVI Credit Value Fund A III LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 4 | $1,292,200,000 offering Indefinite · similar: $155,000–$5,250,000 | 22 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | CVI Credit Value Fund B III LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 4 | $615,911,000 offering Indefinite · similar: $155,000–$5,250,000 | 47 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | Fairway Opportunities Fund A LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 9 | $60,375,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2023 |
| EDGAR ↗ | CVI Dislocation Fund A LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 5 | $2,300,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2020 |
| EDGAR ↗ | Fairway Opportunities Fund B LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 7 | $41,300,000 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2017–2023 |
| EDGAR ↗ | CVI Credit Value Fund B IV LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $424,350,000 offering Indefinite · similar: $155,000–$5,250,000 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | CVI Credit Value Fund A IV LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 1 | $760,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | CVI Aviation Income Fund A LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 2 | $24,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2020 |
| EDGAR ↗ | CVI Aviation Income Fund B LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $45,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2019–2020 |
| EDGAR ↗ | CVI Clean Energy Fund C LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 2 | $92,350,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | CVI Credit Value Fund B V LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $358,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CVI Credit Value Fund A V LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 2 | $1,098,200,000 offering Indefinite · similar: $155,000–$5,250,000 | 34 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CVI Clean Energy Fund A LP | shared management entity, similar issuer names | HOPKINS, MN | Pooled Investment Fund | 1 | $6,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CVI Clean Energy Fund C II LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 2 | $865,005,000 offering Indefinite · similar: $155,000–$5,250,000 | 231 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2023 |
| EDGAR ↗ | CVI Clean Energy Fund B II LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 2 | $299,875,052 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2023 |
| EDGAR ↗ | CVI Clean Energy Fund A II LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 2 | $97,819,000 offering Indefinite · similar: $155,000–$5,250,000 | 126 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2023 |
| EDGAR ↗ | CVI Excelsior Opportunities Fund LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 1 | $100,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | CVI Credit Value Fund A VI LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 2 | $388,275,862 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | CVI Credit Value Fund B VI LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $198,844,292 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | AB CVI Credit Value (Delaware) Fund VI LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 2 | $362,275,862 offering Indefinite · similar: $155,000–$5,250,000 | 571 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | AB CVI Credit Value (Cayman) Fund VI LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $100,344,292 offering Indefinite · similar: $155,000–$5,250,000 | 206 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | AB CarVal Asset Based Fund A LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 3 | $297,300,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | CVI Aviation Income Fund A II LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 2 | $65,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | CVI Aviation Income Fund B II LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $52,335,000 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | AB CVI Aviation Income (Cayman) Fund II LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $46,025,000 offering Indefinite · similar: $155,000–$5,250,000 | 67 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | AB CarVal Aviation Leasing Fund B LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $140,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | AB CarVal Aviation Leasing Fund A LP | shared management entity, similar issuer names | MINNEAPOLIS, MN | Pooled Investment Fund | 1 | $12,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Aug 24, 2026 | AB CarVal Asset Based Fund A LP | D/A | Pooled Investment Fund | Indefinite | $297,300,000 |
| EDGAR ↗ | Mar 12, 2026 | AB CarVal Aviation Leasing Fund B LP | D | Pooled Investment Fund | Indefinite | $140,000,000 |
| EDGAR ↗ | Mar 12, 2026 | AB CarVal Aviation Leasing Fund A LP | D | Pooled Investment Fund | Indefinite | $12,500,000 |
| EDGAR ↗ | Jan 16, 2026 | CVI Aviation Income Fund B II LP | D/A | Pooled Investment Fund | Indefinite | $52,335,000 |
| EDGAR ↗ | Jan 16, 2026 | CVI Aviation Income Fund A II LP | D/A | Pooled Investment Fund | Indefinite | $65,000,000 |
| EDGAR ↗ | Jan 16, 2026 | AB CVI Aviation Income (Cayman) Fund II LP | D/A | Pooled Investment Fund | Indefinite | $46,025,000 |
| EDGAR ↗ | Aug 22, 2025 | AB CarVal Asset Based Fund A LP | D | Pooled Investment Fund | Indefinite | $220,000,000 |
| EDGAR ↗ | May 15, 2025 | CVI Credit Value Fund A VI LP | D/A | Pooled Investment Fund | Indefinite | $388,275,862 |
| EDGAR ↗ | May 15, 2025 | CVI Credit Value Fund B VI LP | D/A | Pooled Investment Fund | Indefinite | $198,844,292 |
| EDGAR ↗ | May 15, 2025 | AB CVI Credit Value (Delaware) Fund VI LP | D/A | Pooled Investment Fund | Indefinite | $362,275,862 |
| EDGAR ↗ | May 15, 2025 | AB CVI Credit Value (Cayman) Fund VI LP | D/A | Pooled Investment Fund | Indefinite | $100,344,292 |
| EDGAR ↗ | Jan 17, 2025 | CVI Aviation Income Fund A II LP | D | Pooled Investment Fund | Indefinite | $25,000,000 |
| EDGAR ↗ | Jan 17, 2025 | CVI Aviation Income Fund B II LP | D | Pooled Investment Fund | Indefinite | $27,575,000 |
| EDGAR ↗ | Jan 17, 2025 | AB CVI Aviation Income (Cayman) Fund II LP | D | Pooled Investment Fund | Indefinite | $27,575,000 |
| EDGAR ↗ | Nov 8, 2024 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $649,494,850 |
| EDGAR ↗ | Aug 23, 2024 | AB CarVal Asset Based Fund A LP | D | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | May 15, 2024 | AB CVI Credit Value (Cayman) Fund VI LP | D | Pooled Investment Fund | Indefinite | $15,600,000 |
| EDGAR ↗ | May 15, 2024 | CVI Credit Value Fund B VI LP | D | Pooled Investment Fund | Indefinite | $90,600,000 |
| EDGAR ↗ | May 15, 2024 | AB CVI Credit Value (Delaware) Fund VI LP | D | Pooled Investment Fund | Indefinite | $199,225,000 |
| EDGAR ↗ | May 15, 2024 | CVI Credit Value Fund A VI LP | D | Pooled Investment Fund | Indefinite | $224,225,000 |
| EDGAR ↗ | Nov 9, 2023 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $649,494,850 |
| EDGAR ↗ | Jul 7, 2023 | CarVal Global Credit Fund B LP | D/A | Pooled Investment Fund | Indefinite | $883,766 |
| EDGAR ↗ | Jul 7, 2023 | CarVal Global Credit Fund A LP | D/A | Pooled Investment Fund | Indefinite | $299,220,541 |
| EDGAR ↗ | Jun 29, 2023 | CVI Excelsior Opportunities Fund LP | D | Pooled Investment Fund | Indefinite | $100,000,000 |
| EDGAR ↗ | Jun 7, 2023 | CVI Clean Energy Fund B II LP | D/A | Pooled Investment Fund | Indefinite | $299,875,052 |
| EDGAR ↗ | Jun 7, 2023 | CVI Clean Energy Fund C II LP | D/A | Pooled Investment Fund | Indefinite | $865,005,000 |
| EDGAR ↗ | Jun 7, 2023 | CVI Clean Energy Fund A II LP | D/A | Pooled Investment Fund | Indefinite | $97,819,000 |
| EDGAR ↗ | Mar 10, 2023 | Fairway Opportunities Fund B LP | D/A | Pooled Investment Fund | Indefinite | $41,300,000 |
| EDGAR ↗ | Mar 10, 2023 | Fairway Opportunities Fund A LP | D/A | Pooled Investment Fund | Indefinite | $60,375,000 |
| EDGAR ↗ | Nov 10, 2022 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $649,494,850 |
| EDGAR ↗ | Jul 8, 2022 | CarVal Global Credit Fund B LP | D/A | Pooled Investment Fund | Indefinite | $883,766 |
| EDGAR ↗ | Jul 8, 2022 | CarVal Global Credit Fund A LP | D/A | Pooled Investment Fund | Indefinite | $299,220,541 |
| EDGAR ↗ | Jun 7, 2022 | CVI Clean Energy Fund A II LP | D | Pooled Investment Fund | Indefinite | $5,000,000 |
| EDGAR ↗ | Jun 7, 2022 | CVI Clean Energy Fund C II LP | D | Pooled Investment Fund | Indefinite | $574,600,000 |
| EDGAR ↗ | Jun 7, 2022 | CVI Clean Energy Fund B II LP | D | Pooled Investment Fund | Indefinite | $299,875,052 |
| EDGAR ↗ | Mar 11, 2022 | Fairway Opportunities Fund B LP | D/A | Pooled Investment Fund | Indefinite | $41,300,000 |
| EDGAR ↗ | Mar 11, 2022 | Fairway Opportunities Fund A LP | D/A | Pooled Investment Fund | Indefinite | $60,375,000 |
| EDGAR ↗ | Nov 12, 2021 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $649,494,850 |
| EDGAR ↗ | Jul 9, 2021 | CarVal Global Credit Fund B LP | D/A | Pooled Investment Fund | Indefinite | $883,766 |
| EDGAR ↗ | Jul 9, 2021 | CarVal Global Credit Fund A LP | D/A | Pooled Investment Fund | Indefinite | $299,220,541 |
| EDGAR ↗ | Apr 16, 2021 | Envoy Opportunistic Credit LP | D/A | Pooled Investment Fund | Indefinite | $54,800,000 |
| EDGAR ↗ | Mar 12, 2021 | Fairway Opportunities Fund B LP | D/A | Pooled Investment Fund | Indefinite | $41,300,000 |
| EDGAR ↗ | Mar 12, 2021 | Fairway Opportunities Fund A LP | D/A | Pooled Investment Fund | Indefinite | $60,375,000 |
| EDGAR ↗ | Jan 15, 2021 | CVI Clean Energy Fund C LP | D/A | Pooled Investment Fund | Indefinite | $92,350,000 |
| EDGAR ↗ | Nov 13, 2020 | CVI Aviation Income Fund B LP | D/A | Pooled Investment Fund | Indefinite | $45,000,000 |
| EDGAR ↗ | Nov 13, 2020 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $649,494,850 |
| EDGAR ↗ | Nov 13, 2020 | CVI Aviation Income Fund A LP | D/A | Pooled Investment Fund | Indefinite | $24,500,000 |
| EDGAR ↗ | Oct 2, 2020 | CVI Clean Energy Fund A LP | D | Pooled Investment Fund | Indefinite | $6,000,000 |
| EDGAR ↗ | Jul 15, 2020 | CVI Credit Value Fund B V LP | D/A | Pooled Investment Fund | Indefinite | $358,500,000 |
| EDGAR ↗ | Jul 15, 2020 | CVI Credit Value Fund A V LP | D/A | Pooled Investment Fund | Indefinite | $1,098,200,000 |
| EDGAR ↗ | Jul 10, 2020 | CarVal Global Credit Fund A LP | D/A | Pooled Investment Fund | Indefinite | $298,713,795 |
| EDGAR ↗ | Jul 10, 2020 | CarVal Global Credit Fund B LP | D/A | Pooled Investment Fund | Indefinite | $883,766 |
| EDGAR ↗ | Jun 5, 2020 | CVI Credit Value Fund A V LP | D | Pooled Investment Fund | Indefinite | $353,700,000 |
| EDGAR ↗ | Jun 5, 2020 | CVI Credit Value Fund B V LP | D | Pooled Investment Fund | Indefinite | $255,500,000 |
| EDGAR ↗ | Apr 24, 2020 | CVI Dislocation Fund A LP | D/A | Pooled Investment Fund | Indefinite | $2,300,000 |
| EDGAR ↗ | Apr 17, 2020 | CVI Emerging Markets Credit Value Fund LP | D/A | Pooled Investment Fund | Indefinite | $110,218,261 |
| EDGAR ↗ | Apr 17, 2020 | CVI Emerging Markets Credit Value Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $115,950,000 |
| EDGAR ↗ | Apr 17, 2020 | Envoy Opportunistic Credit LP | D/A | Pooled Investment Fund | Indefinite | $54,800,000 |
| EDGAR ↗ | Mar 13, 2020 | Fairway Opportunities Fund B LP | D/A | Pooled Investment Fund | Indefinite | $41,300,000 |
| EDGAR ↗ | Mar 13, 2020 | Fairway Opportunities Fund A LP | D/A | Pooled Investment Fund | Indefinite | $60,375,000 |
| EDGAR ↗ | Jan 16, 2020 | CVI Clean Energy Fund C LP | D | Pooled Investment Fund | Indefinite | $92,350,000 |
| EDGAR ↗ | Nov 15, 2019 | CVI Aviation Income Fund B LP | D | Pooled Investment Fund | Indefinite | $45,000,000 |
| EDGAR ↗ | Nov 15, 2019 | CVI Aviation Income Fund A LP | D | Pooled Investment Fund | Indefinite | $9,500,000 |
| EDGAR ↗ | Nov 15, 2019 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $639,494,850 |
| EDGAR ↗ | Jul 12, 2019 | CarVal Global Credit Fund B LP | D/A | Pooled Investment Fund | Indefinite | $883,766 |
| EDGAR ↗ | Jul 12, 2019 | CarVal Global Credit Fund A LP | D/A | Pooled Investment Fund | Indefinite | $298,019,471 |
| EDGAR ↗ | Apr 26, 2019 | CVI Dislocation Fund A LP | D/A | Pooled Investment Fund | Indefinite | $2,300,000 |
| EDGAR ↗ | Apr 18, 2019 | Envoy Opportunistic Credit LP | D/A | Pooled Investment Fund | Indefinite | $54,800,000 |
| EDGAR ↗ | Apr 18, 2019 | CVI Emerging Markets Credit Value Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $115,950,000 |
| EDGAR ↗ | Apr 18, 2019 | CVI Emerging Markets Credit Value Fund LP | D/A | Pooled Investment Fund | Indefinite | $110,218,261 |
| EDGAR ↗ | Mar 15, 2019 | Fairway Opportunities Fund A LP | D/A | Pooled Investment Fund | Indefinite | $60,375,000 |
| EDGAR ↗ | Mar 15, 2019 | Fairway Opportunities Fund B LP | D/A | Pooled Investment Fund | Indefinite | $41,300,000 |
| EDGAR ↗ | Nov 16, 2018 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $623,764,850 |
| EDGAR ↗ | Jul 13, 2018 | CarVal Global Credit Fund A LP | D/A | Pooled Investment Fund | Indefinite | $224,005,148 |
| EDGAR ↗ | Jul 13, 2018 | CarVal Global Credit Fund B LP | D/A | Pooled Investment Fund | Indefinite | $3,914,427 |
| EDGAR ↗ | Apr 27, 2018 | CVI Dislocation Fund A LP | D/A | Pooled Investment Fund | Indefinite | $2,300,000 |
| EDGAR ↗ | Apr 18, 2018 | CVI Emerging Markets Credit Value Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $99,950,000 |
| EDGAR ↗ | Apr 18, 2018 | CVI Emerging Markets Credit Value Fund LP | D/A | Pooled Investment Fund | Indefinite | $106,605,000 |
| EDGAR ↗ | Apr 18, 2018 | Envoy Opportunistic Credit LP | D/A | Pooled Investment Fund | Indefinite | $54,800,000 |
| EDGAR ↗ | Mar 16, 2018 | Fairway Opportunities Fund A LP | D/A | Pooled Investment Fund | Indefinite | $60,375,000 |
| EDGAR ↗ | Mar 16, 2018 | Fairway Opportunities Fund B LP | D/A | Pooled Investment Fund | Indefinite | $41,300,000 |
| EDGAR ↗ | Nov 17, 2017 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $552,500,100 |
| EDGAR ↗ | Oct 17, 2017 | CVI Credit Value Fund A IV LP | D | Pooled Investment Fund | Indefinite | $760,000,000 |
| EDGAR ↗ | Oct 17, 2017 | CVI Credit Value Fund B IV LP | D | Pooled Investment Fund | Indefinite | $424,350,000 |
| EDGAR ↗ | Jul 14, 2017 | CarVal Global Credit Fund B LP | D/A | Pooled Investment Fund | Indefinite | $3,914,427 |
| EDGAR ↗ | Jul 14, 2017 | CarVal Global Credit Fund A LP | D/A | Pooled Investment Fund | Indefinite | $197,765,648 |
| EDGAR ↗ | Apr 28, 2017 | CVI Dislocation Fund A LP | D/A | Pooled Investment Fund | Indefinite | $2,300,000 |
| EDGAR ↗ | Apr 18, 2017 | CVI Emerging Markets Credit Value Fund LP | D/A | Pooled Investment Fund | Indefinite | $104,900,000 |
| EDGAR ↗ | Apr 18, 2017 | CVI Emerging Markets Credit Value Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $67,700,000 |
| EDGAR ↗ | Apr 18, 2017 | Envoy Opportunistic Credit LP | D/A | Pooled Investment Fund | Indefinite | $54,800,000 |
| EDGAR ↗ | Mar 17, 2017 | Fairway Opportunities Fund A LP | D/A | Pooled Investment Fund | Indefinite | $51,900,000 |
| EDGAR ↗ | Mar 16, 2017 | Fairway Opportunities Fund B LP | D | Pooled Investment Fund | Indefinite | $2,400,000 |
| EDGAR ↗ | Nov 17, 2016 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $417,515,100 |
| EDGAR ↗ | Jul 15, 2016 | CarVal Global Credit Fund B LP | D/A | Pooled Investment Fund | Indefinite | $2,084,998 |
| EDGAR ↗ | Jul 15, 2016 | CarVal Global Credit Fund A LP | D/A | Pooled Investment Fund | Indefinite | $184,185,648 |
| EDGAR ↗ | Apr 28, 2016 | CVI Dislocation Fund A LP | D | Pooled Investment Fund | Indefinite | $1,530,000 |
| EDGAR ↗ | Apr 18, 2016 | CVI Emerging Markets Credit Value Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $40,100,000 |
| EDGAR ↗ | Apr 18, 2016 | CVI Emerging Markets Credit Value Fund LP | D/A | Pooled Investment Fund | Indefinite | $100,700,000 |
| EDGAR ↗ | Apr 18, 2016 | Envoy Opportunistic Credit LP | D/A | Pooled Investment Fund | Indefinite | $42,800,000 |
| EDGAR ↗ | Mar 31, 2016 | Fairway Opportunities Fund A LP | D/A | Pooled Investment Fund | Indefinite | $47,100,000 |
| EDGAR ↗ | Nov 17, 2015 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $374,040,100 |
| EDGAR ↗ | Jul 15, 2015 | CarVal Global Credit Fund B LP | D/A | Pooled Investment Fund | Indefinite | $2,084,998 |
| EDGAR ↗ | Jul 15, 2015 | CarVal Global Credit Fund A LP | D/A | Pooled Investment Fund | Indefinite | $146,987,178 |
| EDGAR ↗ | Jul 1, 2015 | CVI Credit Value Fund A III LP | D/A | Pooled Investment Fund | Indefinite | $1,292,200,000 |
| EDGAR ↗ | Jul 1, 2015 | CVI Credit Value Fund B III LP | D/A | Pooled Investment Fund | Indefinite | $615,911,000 |
| EDGAR ↗ | Apr 16, 2015 | CVI Emerging Markets Credit Value Fund LP | D/A | Pooled Investment Fund | Indefinite | $100,700,000 |
| EDGAR ↗ | Apr 16, 2015 | CVI Emerging Markets Credit Value Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $40,100,000 |
| EDGAR ↗ | Apr 16, 2015 | Envoy Opportunistic Credit LP | D/A | Pooled Investment Fund | Indefinite | $38,600,000 |
| EDGAR ↗ | Mar 31, 2015 | Fairway Opportunities Fund A LP | D | Pooled Investment Fund | Indefinite | $9,500,000 |
| EDGAR ↗ | Jan 5, 2015 | CVI Credit Value Fund A III LP | D/A | Pooled Investment Fund | Indefinite | $665,000,000 |
| EDGAR ↗ | Jan 5, 2015 | CVI Credit Value Fund B III LP | D/A | Pooled Investment Fund | Indefinite | $265,000,000 |
| EDGAR ↗ | Nov 17, 2014 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $316,035,000 |
| EDGAR ↗ | Nov 14, 2014 | CVI Credit Value Fund A III LP | D/A | Pooled Investment Fund | Indefinite | $657,000,000 |
| EDGAR ↗ | Nov 14, 2014 | CVI Credit Value Fund B III LP | D/A | Pooled Investment Fund | Indefinite | $230,000,000 |
| EDGAR ↗ | Oct 15, 2014 | CVI Credit Value Fund B III LP | D | Pooled Investment Fund | Indefinite | $229,000,000 |
| EDGAR ↗ | Oct 15, 2014 | CVI Credit Value Fund A III LP | D | Pooled Investment Fund | Indefinite | $557,000,000 |
| EDGAR ↗ | Jul 15, 2014 | CarVal Global Credit Fund A LP | D | Pooled Investment Fund | Indefinite | $139,748,263 |
| EDGAR ↗ | Jul 15, 2014 | CarVal Global Credit Fund B LP | D | Pooled Investment Fund | Indefinite | $2,084,998 |
| EDGAR ↗ | Jul 15, 2014 | CVI Shipping Opportunities Fund A LP | D | Pooled Investment Fund | Indefinite | $120,000,000 |
| EDGAR ↗ | Apr 30, 2014 | Envoy Opportunistic Credit LP | D | Pooled Investment Fund | Indefinite | $20,800,000 |
| EDGAR ↗ | Apr 17, 2014 | CVI Emerging Markets Credit Value Fund LP | D/A | Pooled Investment Fund | Indefinite | $94,800,000 |
| EDGAR ↗ | Apr 17, 2014 | CVI Emerging Markets Credit Value Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $32,250,000 |
| EDGAR ↗ | Feb 3, 2014 | CVI REIT I, LLC | D | REITS and Finance | $125,000 | $123,000 |
| EDGAR ↗ | Nov 15, 2013 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $144,000,000 |
| EDGAR ↗ | Jun 18, 2013 | CVI Credit Value Fund A II LP | D/A | Pooled Investment Fund | Indefinite | $1,269,700,000 |
| EDGAR ↗ | Jun 18, 2013 | CVI Credit Value Fund B II LP | D/A | Pooled Investment Fund | Indefinite | $60,250,000 |
| EDGAR ↗ | Apr 16, 2013 | CVI Emerging Markets Credit Value Fund Ltd. | D | Pooled Investment Fund | Indefinite | $17,250,000 |
| EDGAR ↗ | Apr 16, 2013 | CVI Emerging Markets Credit Value Fund LP | D | Pooled Investment Fund | Indefinite | $52,500,000 |
| EDGAR ↗ | Mar 15, 2013 | CVI Credit Value Fund B II LP | D/A | Pooled Investment Fund | Indefinite | $38,500,000 |
| EDGAR ↗ | Mar 15, 2013 | CVI Credit Value Fund A II LP | D/A | Pooled Investment Fund | Indefinite | $1,239,250,000 |
| EDGAR ↗ | Feb 15, 2013 | CVI Credit Value Fund A II LP | D/A | Pooled Investment Fund | Indefinite | $1,099,000,000 |
| EDGAR ↗ | Feb 15, 2013 | CVI Credit Value Fund B II LP | D/A | Pooled Investment Fund | Indefinite | $38,500,000 |
| EDGAR ↗ | Jan 14, 2013 | CVI Credit Value Fund A II LP | D/A | Pooled Investment Fund | Indefinite | $900,000,000 |
| EDGAR ↗ | Jan 14, 2013 | CVI Credit Value Fund B II LP | D/A | Pooled Investment Fund | Indefinite | $38,500,000 |
| EDGAR ↗ | Nov 21, 2012 | CVI Credit Value Fund A II LP | D/A | Pooled Investment Fund | Indefinite | $700,000,000 |
| EDGAR ↗ | Nov 19, 2012 | CVI Credit Value Fund B II LP | D | Pooled Investment Fund | Indefinite | $6,500,000 |
| EDGAR ↗ | Nov 19, 2012 | CVI Credit Value Fund A II LP | D | Pooled Investment Fund | Indefinite | $96,200,000 |
| EDGAR ↗ | Nov 15, 2012 | CVI International Credit Fund Ltd. | D/A | Pooled Investment Fund | Indefinite | $89,950,000 |
| EDGAR ↗ | Nov 16, 2011 | CVI International Credit Fund Ltd. | D | Pooled Investment Fund | Indefinite | $46,200,000 |
| EDGAR ↗ | Jul 15, 2011 | CVI Credit Value Fund B LP | D/A | Pooled Investment Fund | Indefinite | $23,300,000 |
| EDGAR ↗ | Jul 15, 2011 | CVI Credit Value Fund A LP | D/A | Pooled Investment Fund | Indefinite | $644,850,000 |
| EDGAR ↗ | Mar 15, 2011 | CVI Credit Value Fund A LP | D/A | Pooled Investment Fund | Indefinite | $457,500,000 |
| EDGAR ↗ | Jan 5, 2011 | CVI Credit Value Fund B LP | D/A | Pooled Investment Fund | Indefinite | $16,250,000 |
| EDGAR ↗ | Jan 5, 2011 | CVI Credit Value Fund A LP | D/A | Pooled Investment Fund | Indefinite | $421,500,000 |
| EDGAR ↗ | Oct 15, 2010 | CVI Credit Value Fund A LP | D | Pooled Investment Fund | Indefinite | $371,500,000 |
| EDGAR ↗ | Oct 15, 2010 | CVI Credit Value Fund B LP | D | Pooled Investment Fund | Indefinite | $1,250,000 |
Activity: 2 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 24, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2010–2013), REITS and Finance (2014). Latest offering: Pooled Investment Fund (2014–2026; most recent Mar 12, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| CarVal Carry GP Corp. entity | Executive Officer, Promoter | 21 | Oct 15, 2010 → Aug 24, 2026 |
| AB CarVal Investors, L.P. entity | Promoter, Executive Officer | 17 | Nov 10, 2022 → Aug 24, 2026 |
| CarVal Investors, L.P. entity | Promoter, Executive Officer | 17 | Feb 3, 2014 → Jun 7, 2022 |
| CarVal Carry GP Corp. entity | Executive Officer | 15 | Jun 5, 2020 → Mar 12, 2026 |
| CVI General Partner, LLC entity | Executive Officer | 15 | Jun 5, 2020 → Mar 12, 2026 |
| CarVal CVF VI GP LP entity | Executive Officer | 4 | May 15, 2024 → May 15, 2025 |
| AB CarVal AIF II GP LP entity | Executive Officer | 3 | Jan 17, 2025 → Jan 16, 2026 |
| AB CarVal ALF GP LP entity | Executive Officer | 2 | Mar 12, 2026 → Mar 12, 2026 |
| Alun Davies | Director | 2 | Nov 15, 2013 → Nov 8, 2024 |
| John Ackerley | Director | 2 | Nov 15, 2013 → Nov 8, 2024 |
| CarVal GCF GP LP entity | Executive Officer, Promoter | 2 | Jul 15, 2014 → Jul 7, 2023 |
| CarVal CEF II GP LP entity | Executive Officer | 2 | Jun 7, 2022 → Jun 7, 2023 |
| CarVal FOF GP LP entity | Executive Officer | 2 | Mar 31, 2015 → Mar 10, 2023 |
| Chris Hedberg | Director | 2 | Nov 17, 2017 → Nov 10, 2022 |
| CalVal Investors, L.P. entity | Promoter | 2 | Mar 31, 2016 → Mar 12, 2021 |
| CarVal CEF GP LP entity | Executive Officer | 2 | Jan 16, 2020 → Jan 15, 2021 |
| CarVal AIF GP LP entity | Executive Officer | 2 | Nov 15, 2019 → Nov 13, 2020 |
| CarVal CVF V GP LP entity | Executive Officer | 2 | Jun 5, 2020 → Jul 15, 2020 |
| Patrick Cooley | Director | 2 | Apr 18, 2016 → Apr 18, 2018 |
| CarVal CVF IV GP LP entity | Executive Officer, Promoter | 2 | Oct 17, 2017 → Oct 17, 2017 |
| Peter Vorbrich | Director | 2 | Nov 16, 2011 → Nov 17, 2015 |
| CarVal CVF GP II LP CarVal CVF GP II LP entity | Executive Officer | 2 | Nov 19, 2012 → Jun 18, 2013 |
| CarVal CVF GP LP entity | Executive Officer | 2 | Oct 15, 2010 → Jul 15, 2011 |
| AB CarVal ABF GP LP entity | Executive Officer | 1 | Aug 23, 2024 → Aug 24, 2026 |
| Matthew Johnson | Director | 1 | Nov 9, 2023 → Nov 8, 2024 |
| CarVal EOF GP LP entity | Executive Officer | 1 | Jun 29, 2023 → Jun 29, 2023 |
| CarVal CEF GP II LP entity | Executive Officer | 1 | Jun 7, 2022 → Jun 7, 2023 |
| CarVal EOC GP LP entity | Executive Officer | 1 | Apr 30, 2014 → Apr 16, 2021 |
| CarVal CDF GP LP entity | Executive Officer | 1 | Apr 28, 2016 → Apr 24, 2020 |
| CarVal EMCVF GP LP entity | Executive Officer | 1 | Apr 17, 2014 → Apr 17, 2020 |
| CarVal FOF GP LC entity | Executive Officer | 1 | Mar 16, 2017 → Mar 13, 2020 |
| CarVal CVF GP III LP entity | Executive Officer, Promoter | 1 | Oct 15, 2014 → Jul 1, 2015 |
| CarVal CVF III GP LP entity | Executive Officer, Promoter | 1 | Oct 15, 2014 → Jul 1, 2015 |
| CarVal SOF GP LP entity | Executive Officer | 1 | Jul 15, 2014 → Jul 15, 2014 |
| David Fry | Director | 1 | Apr 16, 2013 → Apr 16, 2013 |
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