Sponsor Check › Sponsor group
42 issuers linked to one sponsor · NEW YORK, NY
Grouped because: 22 shared people, 10 shared management entities, same business address (28 issuers), similar issuer names (39) · 2 issuers also list a director who sits on many unrelated issuers (not used to group) (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: Sep 10, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:52 AM ET · SEC enforcement last checked: Oct 23, 2026, 9:47 PM ET
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:52 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 9:47 PM ET for 1 of 42 issuers; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
None found so far in sources searched for 1 of 42 issuers in this group.
Searched so far: 1 of 42 issuers in this group; 41 not yet searched. Results are added automatically.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:52 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
4 of 55 offerings report sales commissions totalling $3,000,022; 0 report finder's fees; 1 reports proceeds to related persons totalling $20,000. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 10, 2026 D File 021-596952 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Jul 8, 2026 D/A File 021-581861 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Jul 8, 2026 D/A File 021-586818 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Jun 10, 2026 D File 021-586816 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Jun 10, 2026 D File 021-586817 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Apr 24, 2026 D/A File 021-501584 | $1,480,000 (est.) | $0 (est.) | $0 | None no CRD number reported via RAINMAKER SECURITIES, LLC (CRD 000132995 ↗) None no CRD number reported via SNOWBRIDGE SECURITIES LLC (CRD 000301996 ↗) |
| EDGAR ↗ | Apr 24, 2026 D/A File 021-503171 | $1,480,000 (est.) | $0 (est.) | $0 | None no CRD number reported via RAINMAKER SECURITIES, LLC (CRD 000132995 ↗) None no CRD number reported via SNOWBRIDGE SECURITIES LLC (CRD 000301996 ↗) |
| EDGAR ↗ | Apr 24, 2026 D File 021-581860 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Apr 24, 2026 D File 021-581863 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Apr 24, 2026 D File 021-581864 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Feb 26, 2026 D/A File 021-436842 | $0 | $0 | $0 The Management Company (or its affiliate) of the issuer is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. | None listed on this filing |
| EDGAR ↗ | Feb 26, 2026 D/A File 021-436843 | $0 | $0 | $0 The Management Company (or its affiliate) of the issuer is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. | None listed on this filing |
| EDGAR ↗ | Jan 7, 2026 D/A File 021-488201 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 3, 2025 D File 021-550686 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Apr 16, 2025 D File 021-543874 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Apr 16, 2025 D File 021-543876 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | Apr 10, 2025 D File 021-543399 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 7, 2025 D/A File 021-504914 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 26, 2024 D File 021-516998 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents. | None listed on this filing |
| EDGAR ↗ | May 17, 2024 D File 021-513608 | $0 | $0 | $0 The Issuer pays certain fees to the manager as described in the Issuer's operating documents | None listed on this filing |
| EDGAR ↗ | Feb 14, 2023 D/A File 021-408650 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 11, 2022 D/A File 021-399520 | $0 | $0 | $0 The Issuer is obligated to pay a management fee to the Management Company (or an affiliate thereof). | None listed on this filing |
| EDGAR ↗ | Jun 2, 2022 D File 021-447810 | $0 | $0 | $0 The Issuer is obligated to pay a management fee to the Management Company (or an affiliate thereof). | None listed on this filing |
| EDGAR ↗ | Mar 29, 2022 D File 021-439432 | $0 | $0 | $0 The Issuer is obligated to pay a management fee to the Management Company (or an affiliate thereof). | None listed on this filing |
| EDGAR ↗ | Mar 29, 2022 D File 021-439449 | $0 | $0 | $0 The Issuer is obligated to pay a management fee to the Management Company (or an affiliate thereof). | None listed on this filing |
| EDGAR ↗ | Mar 29, 2022 D File 021-439461 | $0 | $0 | $0 The Issuer is obligated to pay a management fee to the Management Company (or an affiliate thereof). | None listed on this filing |
| EDGAR ↗ | Mar 29, 2022 D File 021-439445 | $0 | $0 | $0 The Issuer is obligated to pay a management fee to the Management Company (or an affiliate thereof). | None listed on this filing |
| EDGAR ↗ | Mar 29, 2022 D File 021-439437 | $0 | $0 | $0 The Issuer is obligated to pay a management fee to the Management Company (or an affiliate thereof). | None listed on this filing |
| EDGAR ↗ | Feb 22, 2022 D File 021-434376 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 7, 2021 D File 021-416101 | $0 | $0 | $0 The Issuer is obligated to pay a management fee to the Management Company (or an affiliate thereof). | None listed on this filing |
| EDGAR ↗ | Apr 26, 2021 D File 021-397149 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 24, 2021 D File 021-390315 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 24, 2021 D File 021-390316 | $0 | $0 | $0 (est.) The Management Company (or its affiliate) of the issuer is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. | None listed on this filing |
| EDGAR ↗ | Jan 13, 2021 D File 021-386145 | $0 | $0 (est.) | $0 (est.) The general partner is entitled to carried interest and management fees. Such carried interest and management fees are fully discussed in the Issuer's governing documents. | None listed on this filing |
| EDGAR ↗ | Jan 13, 2021 D File 021-386147 | $0 | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 13, 2021 D File 021-386146 | $0 | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 30, 2020 D File 021-384698 | $0 | $0 (est.) | $0 (est.) The general partner is entitled to carried interest. Such carried interest is fully discussed in the Issuer's governing documents. | None listed on this filing |
| EDGAR ↗ | Dec 16, 2020 D File 021-383380 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 13, 2020 D/A File 021-373047 | $0 | $0 | $0 (est.) The Management Company (or its affiliate) of the issuer is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. | None listed on this filing |
| EDGAR ↗ | Mar 23, 2020 D File 021-363428 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 14, 2020 D File 021-357898 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 18, 2019 D/A File 021-328441 | $0 | $0 | $0 (est.) The Issuer's General Partner, or an Affiliate of the Issuer's General Partner, may be entitled to receive a Management Fee in accordance with the Issuer's governing documentation, as amended from time to time. | None listed on this filing |
| EDGAR ↗ | Sep 4, 2019 D/A File 021-328434 | $0 | $0 | $0 (est.) The Issuer's General Partner, or an Affiliate of the Issuer's General Partner, may be entitled to receive a Management Fee in accordance with the Issuer's governing documentation, as amended from time to time. | None listed on this filing |
| EDGAR ↗ | Jun 12, 2019 D/A File 021-341675 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 8, 2019 D File 021-329979 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 13, 2018 D File 021-325558 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 14, 2018 D File 021-319148 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2018 D File 021-315268 | $0 | $0 | $20,000 (est.) Proceeds from the exercise of warrants issued in this offering will be used for general operating needs, which may include salaries of executive officers or directors. | None listed on this filing |
| EDGAR ↗ | Jun 12, 2018 D/A File 021-288707 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 16, 2018 D File 021-312589 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 20, 2018 D File 021-305968 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2017 D File 021-299354 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 28, 2017 D File 021-281491 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 23, 2009 D/A File 021-117989 | $1,861 | $0 | $0 | CSP Securities, LP BrokerCheck CRD 136941 ↗ |
| EDGAR ↗ | Apr 23, 2009 D/A File 021-117977 | $38,161 | $0 | $0 | CSP Securities, LP BrokerCheck CRD 136941 ↗ The Inroads Group Ltd. no CRD number reported |
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 42 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 Catalio in the sources searched.
Not found in sources searched as of Oct 23, 2026, 9:37 PM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 23, 2026, 9:37 PM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 9:37 PM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 9:37 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. Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 1:45 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | CAMDEN PARTNERS STRATEGIC FUND IV-A LP | shared people, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group) | BALTIMORE, MD | Pooled Investment Fund | 1 | $3,900,000 | 9 | $250,000 | 2009–2009 |
| EDGAR ↗ | CAMDEN PARTNERS STRATEGIC FUND IV LP | shared people, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group) | BALTIMORE, MD | Pooled Investment Fund | 1 | $92,297,500 | 84 | $250,000 | 2009–2009 |
| EDGAR ↗ | Pinnacle Automotive Hospitality Services Holdings, Inc. | shared people | Owings Mills, MD | Other | 10 | $8,786,082 offering $3,000,000 · similar: $500,000–$7,000,000 | 15 similar: 2–14 | $24,000 similar: $5,000–$50,000 | 2017–2020 |
| EDGAR ↗ | MIND-X CORP. | shared people, same person name on both filings | BETHESDA, MD | Other Technology | 2 | $1,750,000 offering $5,000,000 · similar: $1,100,015–$10,001,163 | 3 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2018–2020 |
| EDGAR ↗ | CP Nexus Sidecar I, LLC | shared people | BALTIMORE, MD | Pooled Investment Fund | 1 | $1,650,000 offering $3,000,000 · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | CAMDEN PARTNERS IV SPV, L.P. | shared people, similar issuer names | BALTIMORE, MD | Pooled Investment Fund | 2 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2019 |
| EDGAR ↗ | CAMDEN PARTNERS STRATEGIC FUND VI, L.P. | shared people, similar issuer names | BALTIMORE, MD | Pooled Investment Fund | 3 | $76,551,154 offering Indefinite · similar: $155,000–$5,250,000 | 36 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2022 |
| EDGAR ↗ | Camden Partners Nexus Fund II, L.P. | shared people, same person name on both filings, similar issuer names | BALTIMORE, MD | Pooled Investment Fund | 2 | $0 offering $50,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | Catalio Public Equities Fund, LP | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 7 | $83,924,689 offering Indefinite · similar: $155,000–$5,250,000 | 51 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2026 |
| EDGAR ↗ | Catalio Public Equities Offshore Fund, Ltd. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 6 | $142,101,480 offering Indefinite · similar: $155,000–$5,250,000 | 32 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2026 |
| EDGAR ↗ | CAMDEN PARTNERS OCP I, LP | shared people, similar issuer names | BALTIMORE, MD | Pooled Investment Fund | 1 | $8,019,676 offering $8,019,676 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CAMDEN PARTNERS V D&O SPV, L.P. | shared people, shared management entity, similar issuer names | BALTIMORE, MD | Pooled Investment Fund | 1 | $116,922,645 offering $116,922,645 · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CAMDEN PARTNERS V-A SPV, L.P. | shared people, shared management entity, similar issuer names | BALTIMORE, MD | Pooled Investment Fund | 1 | $116,922,645 offering $116,922,645 · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CAMDEN PARTNERS V SPV, L.P. | shared people, shared management entity, similar issuer names | BALTIMORE, MD | Pooled Investment Fund | 1 | $116,922,645 offering $116,922,645 · similar: $155,000–$5,250,000 | 77 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | CAMDEN PARTNERS INWOOD FUND, L.P. | shared people, similar issuer names | BALTIMORE, MD | Pooled Investment Fund | 1 | $17,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Catalio Nexus Fund III, LP | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 3 | $383,825,500 offering $383,825,500 · similar: $155,000–$5,250,000 | 324 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | Catalio Structured Opportunities Fund I LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $85,800,000 offering $200,000,000 · similar: $155,000–$5,250,000 | 83 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2023 |
| EDGAR ↗ | Catalio Access Fund V, LLC | shared people, shared management entity, similar issuer names | BALTIMORE, MD | Pooled Investment Fund | 1 | $16,110,000 offering $16,110,000 · similar: $155,000–$5,250,000 | 60 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Catalio Genesis Fund II, LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $46,195,000 offering $46,195,000 · similar: $155,000–$5,250,000 | 96 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CATALIO ACCESS FUND IV, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $14,900,000 offering $14,900,000 · similar: $155,000–$5,250,000 | 76 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Catalio Genesis Fund III, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $35,000,000 offering $35,000,000 · similar: $155,000–$5,250,000 | 76 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Catalio Genesis Fund IV, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $10,050,000 offering $10,050,000 · similar: $155,000–$5,250,000 | 50 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Catalio Access Fund VI, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $8,225,000 offering $8,225,000 · similar: $155,000–$5,250,000 | 36 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Catalio Special Opportunities Fund III, LLC | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 1 | $3,977,500 offering $3,977,500 · similar: $155,000–$5,250,000 | 23 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Catalio Nexus Fund IV, LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $357,612,700 offering Indefinite · similar: $155,000–$5,250,000 | 270 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Catalio Structured Opportunities Fund II, LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $179,296,428 offering Indefinite · similar: $155,000–$5,250,000 | 93 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | Catalio Structured Opportunities Offshore Fund II, LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $122,800,000 offering Indefinite · similar: $155,000–$5,250,000 | 41 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | Catalio Nexus Offshore Fund IV, LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $42,950,000 offering Indefinite · similar: $155,000–$5,250,000 | 29 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | Catalio Genesis Fund V, LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $11,480,000 offering $11,480,000 · similar: $155,000–$5,250,000 | 57 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Catalio Access Fund VII, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $5,000,000 offering $5,000,000 · similar: $155,000–$5,250,000 | 29 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Catalio Inflection Fund I, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $12,500,000 offering $12,500,000 · similar: $155,000–$5,250,000 | 36 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Catalio Genesis Fund VI, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $15,497,500 offering $15,497,500 · similar: $155,000–$5,250,000 | 30 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Catalio Genesis Fund VIII, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $15,247,500 offering $15,247,500 · similar: $155,000–$5,250,000 | 32 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Catalio Genesis Fund IX, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $8,625,000 offering $8,625,000 · similar: $155,000–$5,250,000 | 24 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Catalio Genesis Fund X, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $19,101,212 offering $19,101,212 · similar: $155,000–$5,250,000 | 57 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Catalio Access Fund X, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $20,255,000 offering $20,255,000 · similar: $155,000–$5,250,000 | 19 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Catalio Access Fund IX, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $17,345,000 offering $17,345,000 · similar: $155,000–$5,250,000 | 41 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Catalio Access Fund VIII, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $24,999,998 offering $24,999,998 · similar: $155,000–$5,250,000 | 68 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Catalio Inflection Fund II, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $10,030,000 offering $10,030,000 · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Catalio Inflection Fund III, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $7,987,500 offering $7,987,500 · similar: $155,000–$5,250,000 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Catalio Access Fund XI, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $16,299,710 offering $16,299,710 · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Catalio Access Fund XII, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $20,137,500 offering $20,137,500 · similar: $155,000–$5,250,000 | 54 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: Other / 506(b) (18,678 filings); Other Technology / 506(b) (17,390 filings); 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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Sep 10, 2026 | Catalio Access Fund XII, LLC | D | Pooled Investment Fund | $20,137,500 | $20,137,500 |
| EDGAR ↗ | Jul 8, 2026 | Catalio Access Fund XI, LLC | D/A | Pooled Investment Fund | $16,299,710 | $16,299,710 |
| EDGAR ↗ | Jul 8, 2026 | Catalio Access Fund IX, LLC | D/A | Pooled Investment Fund | $17,345,000 | $17,345,000 |
| EDGAR ↗ | Jun 10, 2026 | Catalio Access Fund XI, LLC | D | Pooled Investment Fund | $14,300,000 | $14,300,000 |
| EDGAR ↗ | Jun 10, 2026 | Catalio Inflection Fund III, LLC | D | Pooled Investment Fund | $7,987,500 | $7,987,500 |
| EDGAR ↗ | Jun 10, 2026 | Catalio Inflection Fund II, LLC | D | Pooled Investment Fund | $10,030,000 | $10,030,000 |
| EDGAR ↗ | Apr 24, 2026 | Catalio Structured Opportunities Offshore Fund II, LP | D/A | Pooled Investment Fund | Indefinite | $122,800,000 |
| EDGAR ↗ | Apr 24, 2026 | Catalio Structured Opportunities Fund II, LP | D/A | Pooled Investment Fund | Indefinite | $179,296,428 |
| EDGAR ↗ | Apr 24, 2026 | Catalio Genesis Fund X, LLC | D | Pooled Investment Fund | $19,101,212 | $19,101,212 |
| EDGAR ↗ | Apr 24, 2026 | Catalio Access Fund X, LLC | D | Pooled Investment Fund | $20,255,000 | $20,255,000 |
| EDGAR ↗ | Apr 24, 2026 | Catalio Access Fund IX, LLC | D | Pooled Investment Fund | $12,345,000 | $12,345,000 |
| EDGAR ↗ | Apr 24, 2026 | Catalio Access Fund VIII, LLC | D | Pooled Investment Fund | $24,999,998 | $24,999,998 |
| EDGAR ↗ | Feb 26, 2026 | Catalio Public Equities Offshore Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $142,101,480 |
| EDGAR ↗ | Feb 26, 2026 | Catalio Public Equities Fund, LP | D/A | Pooled Investment Fund | Indefinite | $83,924,689 |
| EDGAR ↗ | Jan 7, 2026 | Catalio Nexus Fund IV, LP | D/A | Pooled Investment Fund | Indefinite | $357,612,700 |
| EDGAR ↗ | Jul 3, 2025 | Catalio Genesis Fund IX, LLC | D | Pooled Investment Fund | $8,625,000 | $8,625,000 |
| EDGAR ↗ | Apr 16, 2025 | Catalio Genesis Fund VIII, LLC | D | Pooled Investment Fund | $15,247,500 | $15,247,500 |
| EDGAR ↗ | Apr 16, 2025 | Catalio Genesis Fund VI, LLC | D | Pooled Investment Fund | $15,497,500 | $15,497,500 |
| EDGAR ↗ | Apr 10, 2025 | Catalio Inflection Fund I, LLC | D | Pooled Investment Fund | $12,500,000 | $12,500,000 |
| EDGAR ↗ | Feb 28, 2025 | Catalio Public Equities Offshore Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $130,476,480 |
| EDGAR ↗ | Feb 28, 2025 | Catalio Public Equities Fund, LP | D/A | Pooled Investment Fund | Indefinite | $81,418,436 |
| EDGAR ↗ | Feb 7, 2025 | Catalio Nexus Offshore Fund IV, LP | D/A | Pooled Investment Fund | Indefinite | $42,950,000 |
| EDGAR ↗ | Jan 6, 2025 | Catalio Structured Opportunities Fund II, LP | D/A | Pooled Investment Fund | Indefinite | $63,520,000 |
| EDGAR ↗ | Jan 6, 2025 | Catalio Structured Opportunities Offshore Fund II, LP | D/A | Pooled Investment Fund | Indefinite | $36,900,000 |
| EDGAR ↗ | Jul 29, 2024 | Catalio Nexus Fund IV, LP | D/A | Pooled Investment Fund | Indefinite | $270,075,000 |
| EDGAR ↗ | Jun 26, 2024 | Catalio Access Fund VII, LLC | D | Pooled Investment Fund | $5,000,000 | $5,000,000 |
| EDGAR ↗ | May 17, 2024 | Catalio Genesis Fund V, LLC | D | Pooled Investment Fund | $11,480,000 | $11,480,000 |
| EDGAR ↗ | Feb 28, 2024 | Catalio Public Equities Offshore Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $57,926,480 |
| EDGAR ↗ | Feb 28, 2024 | Catalio Public Equities Fund, LP | D/A | Pooled Investment Fund | Indefinite | $63,768,436 |
| EDGAR ↗ | Feb 9, 2024 | Catalio Nexus Offshore Fund IV, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 23, 2024 | Catalio Structured Opportunities Offshore Fund II, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 4, 2024 | Catalio Structured Opportunities Fund II, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 28, 2023 | Catalio Nexus Fund IV, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 14, 2023 | Catalio Structured Opportunities Fund I LP | D/A | Pooled Investment Fund | $200,000,000 | $85,800,000 |
| EDGAR ↗ | Aug 3, 2022 | Catalio Structured Opportunities Fund I LP | D/A | Pooled Investment Fund | $200,000,000 | $59,600,000 |
| EDGAR ↗ | Jul 11, 2022 | Catalio Nexus Fund III, LP | D/A | Pooled Investment Fund | $383,825,500 | $383,825,500 |
| EDGAR ↗ | Jun 3, 2022 | Catalio Nexus Fund III, LP | D/A | Pooled Investment Fund | $377,000,000 | $377,000,000 |
| EDGAR ↗ | Jun 2, 2022 | Catalio Special Opportunities Fund III, LLC | D | Pooled Investment Fund | $3,977,500 | $3,977,500 |
| EDGAR ↗ | Mar 29, 2022 | Catalio Access Fund VI, LLC | D | Pooled Investment Fund | $8,225,000 | $8,225,000 |
| EDGAR ↗ | Mar 29, 2022 | Catalio Genesis Fund II, LLC | D | Pooled Investment Fund | $46,195,000 | $46,195,000 |
| EDGAR ↗ | Mar 29, 2022 | Catalio Genesis Fund IV, LLC | D | Pooled Investment Fund | $10,050,000 | $10,050,000 |
| EDGAR ↗ | Mar 29, 2022 | Catalio Genesis Fund III, LLC | D | Pooled Investment Fund | $35,000,000 | $35,000,000 |
| EDGAR ↗ | Mar 29, 2022 | CATALIO ACCESS FUND IV, LLC | D | Pooled Investment Fund | $14,900,000 | $14,900,000 |
| EDGAR ↗ | Mar 11, 2022 | Catalio Public Equities Fund, LP | D | Pooled Investment Fund | Indefinite | $39,224,597 |
| EDGAR ↗ | Mar 11, 2022 | Catalio Public Equities Offshore Fund, Ltd. | D | Pooled Investment Fund | Indefinite | $53,000,000 |
| EDGAR ↗ | Feb 22, 2022 | CAMDEN PARTNERS STRATEGIC FUND VI, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 7, 2021 | Catalio Access Fund V, LLC | D | Pooled Investment Fund | $16,110,000 | $16,110,000 |
| EDGAR ↗ | Aug 3, 2021 | Catalio Structured Opportunities Fund I LP | D | Pooled Investment Fund | $200,000,000 | $0 |
| EDGAR ↗ | May 14, 2021 | Catalio Nexus Fund III, LP | D | Pooled Investment Fund | $241,400,000 | $241,400,000 |
| EDGAR ↗ | Apr 26, 2021 | CAMDEN PARTNERS INWOOD FUND, L.P. | D | Pooled Investment Fund | Indefinite | $17,500,000 |
| EDGAR ↗ | Feb 24, 2021 | Catalio Public Equities Fund, LP | D | Pooled Investment Fund | Indefinite | $26,916,000 |
| EDGAR ↗ | Feb 24, 2021 | Catalio Public Equities Offshore Fund, Ltd. | D | Pooled Investment Fund | Indefinite | $11,000,000 |
| EDGAR ↗ | Jan 13, 2021 | CAMDEN PARTNERS V SPV, L.P. | D | Pooled Investment Fund | $116,922,645 | $116,922,645 |
| EDGAR ↗ | Jan 13, 2021 | CAMDEN PARTNERS V-A SPV, L.P. | D | Pooled Investment Fund | $116,922,645 | $116,922,645 |
| EDGAR ↗ | Jan 13, 2021 | CAMDEN PARTNERS V D&O SPV, L.P. | D | Pooled Investment Fund | $116,922,645 | $116,922,645 |
| EDGAR ↗ | Dec 30, 2020 | CAMDEN PARTNERS OCP I, LP | D | Pooled Investment Fund | $8,019,676 | $8,019,676 |
| EDGAR ↗ | Dec 16, 2020 | Catalio Public Equities Offshore Fund, Ltd. | D | Pooled Investment Fund | Indefinite | $11,000,000 |
| EDGAR ↗ | Aug 13, 2020 | Catalio Public Equities Fund, LP | D/A | Pooled Investment Fund | Indefinite | $26,436,000 |
| EDGAR ↗ | Aug 12, 2020 | Catalio Public Equities Fund, LP | D | Pooled Investment Fund | Indefinite | $26,436,000 |
| EDGAR ↗ | Mar 23, 2020 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D | Other | $3,000,000 | $1,000,000 |
| EDGAR ↗ | Jan 14, 2020 | MIND-X CORP. | D | Other Technology | $5,000,000 | $1,750,000 |
| EDGAR ↗ | Dec 18, 2019 | CAMDEN PARTNERS STRATEGIC FUND VI, L.P. | D/A | Pooled Investment Fund | Indefinite | $76,551,154 |
| EDGAR ↗ | Sep 4, 2019 | CAMDEN PARTNERS IV SPV, L.P. | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 12, 2019 | Camden Partners Nexus Fund II, L.P. | D/A | Pooled Investment Fund | $50,000,000 | $0 |
| EDGAR ↗ | Jun 11, 2019 | Camden Partners Nexus Fund II, L.P. | D | Pooled Investment Fund | $50,000,000 | $0 |
| EDGAR ↗ | Jan 8, 2019 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D | Business Services | $3,771,804 | $2,017,253 |
| EDGAR ↗ | Dec 19, 2018 | CAMDEN PARTNERS STRATEGIC FUND VI, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 19, 2018 | CAMDEN PARTNERS IV SPV, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 13, 2018 | CP Nexus Sidecar I, LLC | D | Pooled Investment Fund | $3,000,000 | $1,650,000 |
| EDGAR ↗ | Aug 14, 2018 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D | Business Services | $2,000,000 | $339,994 |
| EDGAR ↗ | Jun 25, 2018 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D | Business Services | $3,502,061 | $1,000,001 |
| EDGAR ↗ | Jun 12, 2018 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D/A | Business Services | $993,476 | $493,476 |
| EDGAR ↗ | May 16, 2018 | MIND-X CORP. | D | Other | $1,000,000 | $500,000 |
| EDGAR ↗ | Feb 20, 2018 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D | Business Services | $7,300,001 | $610,072 |
| EDGAR ↗ | Nov 22, 2017 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D | Business Services | $756,672 | $756,672 |
| EDGAR ↗ | Jul 21, 2017 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D/A | Business Services | $993,476 | $436,401 |
| EDGAR ↗ | Jun 14, 2017 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D | Business Services | $800,000 | $300,000 |
| EDGAR ↗ | Feb 28, 2017 | Pinnacle Automotive Hospitality Services Holdings, Inc. | D | Business Services | $8,786,082 | $8,786,082 |
| EDGAR ↗ | Apr 23, 2009 | CAMDEN PARTNERS STRATEGIC FUND IV LP | D/A | Pooled Investment Fund | $290,000,000 | $92,297,500 |
| EDGAR ↗ | Apr 23, 2009 | CAMDEN PARTNERS STRATEGIC FUND IV-A LP | D/A | Pooled Investment Fund | $15,000,000 | $3,900,000 |
Activity: 8 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 Sep 10, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009), Business Services (2017–2018), Other (2018), Business Services (2018), Pooled Investment Fund (2018), Business Services (2019), Pooled Investment Fund (2019), Other Technology (2020), Other (2020). Latest offering: Pooled Investment Fund (2020–2026; most recent Sep 10, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| R. Jacob Vogelstein | Executive Officer, Director | 25 | May 16, 2018 → Sep 10, 2026 |
| George Petrocheilos | Director, Executive Officer | 22 | Jan 14, 2020 → Sep 10, 2026 |
| David L. Warnock | Executive Officer, Director, Promoter | 12 | Apr 23, 2009 → Feb 22, 2022 |
| Georgios Petrocheilos | Director, Executive Officer | 9 | Jun 11, 2019 → Jul 11, 2022 |
| Catalio Access Manager I, LLC entity | Director, Executive Officer, Promoter | 8 | Mar 29, 2022 → Sep 10, 2026 |
| Catalio Genesis Manager I, LLC entity | Executive Officer, Director, Promoter | 8 | Mar 29, 2022 → Apr 24, 2026 |
| Olga Maltseva | Executive Officer | 7 | Aug 3, 2021 → Apr 24, 2026 |
| Jacob Catalio Capital Management, LP entity | Director | 7 | May 14, 2021 → Jul 11, 2022 |
| J. TODD SHERMAN | Executive Officer, Promoter | 7 | Sep 4, 2019 → Feb 22, 2022 |
| Rachel Jacob Vogelstein | Director, Executive Officer | 6 | Jun 11, 2019 → May 17, 2024 |
| Jason Tagler | Executive Officer | 6 | Dec 30, 2020 → Feb 22, 2022 |
| THOMAS RUTHERFORD | Executive Officer | 6 | Dec 30, 2020 → Feb 22, 2022 |
| MEGAN MCGEE | Executive Officer | 5 | Dec 30, 2020 → Apr 26, 2021 |
| Catalio Capital Management, LP entity | Promoter, Executive Officer | 4 | Aug 3, 2021 → Apr 24, 2026 |
| Catalio Inflection Manager I, LLC entity | Promoter | 3 | Apr 10, 2025 → Jun 10, 2026 |
| CAMDEN PARTNERS V SPV, LLC entity | Promoter | 3 | Jan 13, 2021 → Jan 13, 2021 |
| Catalio Structured Opportunities Fund II GP, LLC entity | Promoter | 2 | Jan 4, 2024 → Apr 24, 2026 |
| Catalio Public Equities Fund GP, LLC entity | Promoter | 2 | Feb 28, 2024 → Feb 26, 2026 |
| Catalio Nexus GP IV, LLC entity | Promoter | 2 | Jul 28, 2023 → Jan 7, 2026 |
| Christine Clarke | Executive Officer | 2 | Aug 12, 2020 → Mar 11, 2022 |
| Joseph Patrick Healey | Executive Officer, Director | 2 | Aug 12, 2020 → Mar 11, 2022 |
| Arthur Bruce Cohen | Executive Officer, Director | 2 | Aug 12, 2020 → Mar 11, 2022 |
| Laurie Kathleen Hadick | Executive Officer | 2 | Mar 11, 2022 → Mar 11, 2022 |
| Meghan M. McGee | Director, Executive Officer | 2 | Feb 28, 2017 → Feb 22, 2022 |
| Anabelle Perez Gray | Executive Officer | 2 | Aug 12, 2020 → Feb 24, 2021 |
| Chris Gaulin | Executive Officer | 2 | Aug 12, 2020 → Feb 24, 2021 |
| Joseph Todd Sherman | Director | 2 | Nov 13, 2018 → Jun 12, 2019 |
| Richard M. Johnston | Executive Officer | 2 | Apr 23, 2009 → Apr 23, 2009 |
| Camden Partners Strategic IV, entity | Executive Officer | 2 | Apr 23, 2009 → Apr 23, 2009 |
| Richard M. Berkeley | Executive Officer | 2 | Apr 23, 2009 → Apr 23, 2009 |
| Shane H. Kim | Executive Officer | 2 | Apr 23, 2009 → Apr 23, 2009 |
| Donald W. Hughes | Executive Officer | 2 | Apr 23, 2009 → Apr 23, 2009 |
| Catalio Structured Opportunities Fund I GP LLC entity | Promoter | 1 | Feb 14, 2023 → Feb 14, 2023 |
| Catalio Credit Opportunities Fund I GP LLC entity | Promoter | 1 | Aug 3, 2021 → Aug 3, 2022 |
| Catalio Nexus GP III, LLC entity | Director | 1 | May 14, 2021 → Jul 11, 2022 |
| Catalio Special Opportunities Manager I, LLC entity | Executive Officer, Director | 1 | Jun 2, 2022 → Jun 2, 2022 |
| Abali Hoilett | Director | 1 | Dec 16, 2020 → Mar 11, 2022 |
| Peter Huber | Director | 1 | Dec 16, 2020 → Mar 11, 2022 |
| L.P. HealthCor Management, | Executive Officer | 1 | Dec 16, 2020 → Mar 11, 2022 |
| Kim Bishop | Director | 1 | Dec 16, 2020 → Mar 11, 2022 |
| Perez HealthCor Management, entity | Executive Officer | 1 | Aug 12, 2020 → Mar 11, 2022 |
| CAMDEN PARTNERS STRATEGIC VI, LLC entity | Promoter | 1 | Feb 22, 2022 → Feb 22, 2022 |
| Jacob Catalio Capital Management, LP entity | Director | 1 | Oct 7, 2021 → Oct 7, 2021 |
| Catalio Access Manager I, LLC entity | Executive Officer, Director | 1 | Oct 7, 2021 → Oct 7, 2021 |
| CAMDEN PARTNERS INWOOD, LLC entity | Promoter | 1 | Apr 26, 2021 → Apr 26, 2021 |
| Avi Daniel Horev | Executive Officer | 1 | Aug 12, 2020 → Feb 24, 2021 |
| Avi M Horev | Executive Officer | 1 | Dec 16, 2020 → Feb 24, 2021 |
| CAMDEN PARTNERS OCP MANAGER, LLC entity | Promoter | 1 | Dec 30, 2020 → Dec 30, 2020 |
| Ari Blum | Director | 1 | Jun 14, 2017 → Mar 23, 2020 |
| Jerry B. South | Director | 1 | Feb 20, 2018 → Mar 23, 2020 |
| David A. Nichols | Director | 1 | Feb 20, 2018 → Mar 23, 2020 |
| Mark Norwicz | Executive Officer, Director | 1 | Aug 14, 2018 → Mar 23, 2020 |
| Garett A. Neff | Director | 1 | Mar 23, 2020 → Mar 23, 2020 |
| Charles W. Heinle | Director | 1 | Mar 23, 2020 → Mar 23, 2020 |
| David Oros | Director | 1 | May 16, 2018 → Jan 14, 2020 |
| Geoffrey Ling | Director | 1 | May 16, 2018 → Jan 14, 2020 |
| Julia Brown | Executive Officer, Director | 1 | May 16, 2018 → Jan 14, 2020 |
| GENERAL PARTNER CAMDEN PARTNERS STRATEGIC VI, LLC entity | Promoter | 1 | Dec 19, 2018 → Dec 18, 2019 |
| GENERAL PARTNER CAMDEN PARTNERS IV SPV, LLC entity | Promoter | 1 | Dec 19, 2018 → Sep 4, 2019 |
| Camden Partners Nexus II, LLC entity | Director | 1 | Jun 11, 2019 → Jun 12, 2019 |
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Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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