Sponsor Check › Sponsor group
70 issuers linked to one sponsor · New York, NY
Grouped because: 36 shared people, 21 shared management entities, same business address (31 issuers), similar issuer names (63) · 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: Aug 24, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: Oct 23, 2026, 9:48 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 so far in sources searched for 70 of 70 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: 70 of 70 issuers in this group; 0 not yet searched (26 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 + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 9:48 PM ET for 1 of 70 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 70 issuers in this group.
Searched so far: 1 of 70 issuers in this group; 69 not yet searched (25 queued). Results are added automatically.
None found so far in sources searched for 70 of 70 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: 70 of 70 issuers in this group; 0 not yet searched (26 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.
1 of 72 offerings reports sales commissions totalling $425,000; 4 report finder's fees totalling $2,108,902; 1 reports proceeds to related persons totalling $26,000,000. (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 021-201314 | $0 | $392,392 (est.) | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Aug 14, 2026 D/A File 021-554910 | $0 (est.) | $0 (est.) | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees and carried interest. | None listed on this filing |
| EDGAR ↗ | Jul 30, 2026 D File 021-592682 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 30, 2026 D File 021-592685 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 20, 2026 D File 021-591511 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 8, 2026 D/A File 021-362649 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 18, 2026 D/A File 021-260886 | $0 | $675,174 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | May 14, 2026 D/A File 021-546039 | $0 | $0 | $0 | MOELIS & COMPANY LLC BrokerCheck CRD 145115 ↗ |
| EDGAR ↗ | Apr 21, 2026 D/A File 021-396088 | $0 | $0 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Apr 7, 2026 D/A File 021-440358 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Dec 4, 2025 D/A File 021-176291 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 4, 2025 D/A File 021-307590 | $0 | $0 | $0 The issuer is offering an unlimited amount of fund interests. | None listed on this filing |
| EDGAR ↗ | Nov 18, 2025 D/A File 021-380770 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Nov 18, 2025 D/A File 021-380765 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Jun 13, 2025 D File 021-548871 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 11, 2024 D/A File 021-439765 | $0 | $0 | $0 The General Partner of the Issuers will be entitled to customary management fees and incentive income as further detailed in the Fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jun 9, 2023 D File 021-483853 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 9, 2023 D File 021-483861 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 9, 2023 D File 021-483866 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 3, 2023 D File 021-474840 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 30, 2022 D File 021-450839 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2022 D File 021-440265 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 24, 2022 D/A File 021-312666 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Jan 21, 2022 D File 021-430417 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2021 D/A File 021-253789 | $0 | $0 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Dec 30, 2021 D/A File 021-253844 | $0 | $0 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Dec 6, 2021 D/A File 021-142979 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 15, 2021 D File 021-402972 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 11, 2021 D/A File 021-357809 | $0 | $0 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Oct 2, 2020 D/A File 021-350406 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 12, 2020 D/A File 021-156167 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Aug 12, 2020 D/A File 021-187710 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Aug 12, 2020 D/A File 021-196375 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | May 12, 2020 D/A File 021-339396 | $0 | $0 | $0 The General Partner of the Issuers will be entitled to customary management fees and incentive income as further detailed in the Fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Mar 12, 2020 D File 021-362651 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 10, 2020 D/A File 021-303058 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 12, 2019 D/A File 021-192866 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Aug 12, 2019 D/A File 021-251285 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Aug 7, 2019 D/A File 021-111100 | $0 | $0 | $0 The general partner, or its affiliate, 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 ↗ | Jun 19, 2019 D/A File 021-289011 | $0 | $41,336 | $0 The Manager does not receive any portion of the proceeds of the offering. However, the Manager charges the Issuer an incentive fee and a management fee, each of which is described in the Issuer's offering documents. | None listed on this filing |
| EDGAR ↗ | Jun 17, 2019 D/A File 021-164679 | $0 | $0 | $0 The manager of the Issuer, Jefferies Investment Advisers, LLC, will not receive any of the gross proceeds of the offering. The Issuer will pay compensation to such manager, as disclosed in the offering documents of the Issuer. | None listed on this filing |
| EDGAR ↗ | Jun 17, 2019 D/A File 021-212075 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 17, 2019 D/A File 021-265781 | $0 | $0 | $0 The manager of the Issuer, Jefferies Investment Advisers LLC, will not receive any of the gross proceeds of the offering. The Issuer will pay compensation to such managing member, as disclosed in the offering documents of the Issuer. | Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Jan 11, 2019 D/A File 021-161563 | $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 11, 2019 D/A File 021-303061 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 11, 2019 D/A File 021-303064 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 11, 2019 D/A File 021-304032 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Dec 8, 2017 D File 021-300332 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 5, 2017 D/A File 021-232776 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 13, 2016 D File 021-263143 | $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 31, 2016 D/A File 021-164674 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2016 D/A File 021-235927 | $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 14, 2016 D/A File 021-235928 | $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 19, 2016 D/A File 021-220423 | $0 | $0 | $0 The General Partner of the Issuers will be entitled to customary management fees and incentive income as further detailed in the Fund's offering documents. | None listed on this filing |
| EDGAR ↗ | May 7, 2015 D/A File 021-212531 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Dec 29, 2014 D File 021-230932 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2013 D/A File 021-205100 | $425,000 | $0 | $0 | Harken Capital Securities, LLC BrokerCheck CRD 163749 ↗ |
| EDGAR ↗ | May 24, 2012 D File 021-178770 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 24, 2012 D File 021-178768 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 14, 2012 D/A File 021-156264 | $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 14, 2012 D File 021-178140 | $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 14, 2012 D File 021-178142 | $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 19, 2012 D/A File 021-113111 | $0 | $0 | $0 | Jefferies and Company Inc BrokerCheck CRD 2347 ↗ via Jefferies and Company Inc (CRD 2347 ↗) |
| EDGAR ↗ | Jan 13, 2012 D/A File 021-153830 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 13, 2012 D File 021-171761 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 9, 2012 D File 021-171398 | $0 | $0 | $0 The General Partner will be entitled to customary management fees and incentive income, as further detailed in the offering documents. | None listed on this filing |
| EDGAR ↗ | Sep 23, 2011 D File 021-166285 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 30, 2011 D/A File 021-115207 | $0 | $0 | $0 (est.) Pierian Group, LLC and/or its affiliates may receive customary management fees (based on net asset value) and performance fees and/or allocations (based on net income) with respect to members? investments in the Issuer. | None listed on this filing |
| EDGAR ↗ | Jun 22, 2011 D File 021-161630 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 10, 2011 D File 021-159502 | $0 | $1,000,000 | $26,000,000 (est.) | First New York Securities, LLC BrokerCheck CRD 16362 ↗ |
| EDGAR ↗ | Jan 11, 2011 D/A File 021-133045 | $0 | $0 | $0 The General Partner will be entitled to customary management fees and incentive income, as further detailed in the offering documents. | None listed on this filing |
| EDGAR ↗ | Dec 29, 2010 D File 021-152646 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 70 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 Bdt in the sources searched.
Not found in sources searched as of Oct 23, 2026, 9:39 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, 9:39 PM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 9:39 PM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 9:39 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: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 23, 2026, 11:59 PM 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 ↗ | JEFFERIES DAKOTA FUND LLC | shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 4 | $109,193,306 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2009–2012 |
| EDGAR ↗ | Pierian Fund, LLC | shared management entity, similar issuer names | POUND RIDGE, NY | Pooled Investment Fund | 4 | $89,922,820 offering Indefinite · similar: $155,000–$5,250,000 | 12 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2009–2011 |
| EDGAR ↗ | BDT CAPITAL PARTNERS FUND I, L.P. | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $2,000,000,000 offering $2,000,000,000 · similar: $155,000–$5,250,000 | 90 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2011 |
| EDGAR ↗ | CoreCommodity Management - Diversified I Fund, LLC | shared management entity, same business address, similar issuer names | STAMFORD, CT | Pooled Investment Fund | 13 | $1,042,397,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2010–2021 |
| EDGAR ↗ | BDT Capital Partners WSP Co-Invest, L.P. | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 1 | $65,000,000 offering $65,000,000 · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2010 |
| EDGAR ↗ | Solanas Capital, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $500,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2011–2012 |
| EDGAR ↗ | Solanas Energy Infrastructure Fund Plus LP | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 10 | $113,077,170 offering Indefinite · similar: $155,000–$5,250,000 | 96 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2011–2020 |
| EDGAR ↗ | TPH ENERGY EQUITY PARALLEL FUND, LP | shared people, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 2 | $21,740,000 offering Indefinite · similar: $155,000–$5,250,000 | 19 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2011–2012 |
| EDGAR ↗ | Tudor, Pickering, Holt & Co., LLC | shared people, same person name on both filings, same business address | Houston, TX | Investment Banking | 2 | $110,000,000 offering $10,000,000 · similar: $720,689–$5,000,000 | 43 similar: 1–1 | No minimum reported similar: $1,000–$3,290 | 2011–2011 |
| EDGAR ↗ | TPH Energy Equity Opportunities Fund LP | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 9 | $235,114,467 offering Indefinite · similar: $155,000–$5,250,000 | 92 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2011–2019 |
| EDGAR ↗ | Jefferies Structured Alpha Fund B, LLC | shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 10 | $347,592,567 offering Indefinite · similar: $155,000–$5,250,000 | 69 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2011–2019 |
| EDGAR ↗ | Jefferies Managed Futures Fund, LLC | shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 6 | $10,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2011–2016 |
| EDGAR ↗ | BDTCP TOF FUND, LLC | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 1 | $35,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2011–2011 |
| EDGAR ↗ | BDT Capital Partners Annex Fund, L.P. | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 1 | $0 offering $1,000,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2012 |
| EDGAR ↗ | Tiana Capital, Ltd. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2012–2012 |
| EDGAR ↗ | CoreCommodity Management - Founders I Fund, LLC | shared management entity, same business address, similar issuer names | STAMFORD, CT | Pooled Investment Fund | 15 | $320,147,007 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2012–2025 |
| EDGAR ↗ | TPH ENERGY EQUITY OFFSHORE FUND, LP | shared people, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $6,851,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2012–2012 |
| EDGAR ↗ | TPH Energy Equity Market Neutral Fund, LP | shared people, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 1 | $2,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2012 |
| EDGAR ↗ | TPH Partners II GP, L.P. | shared people, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 1 | $41,775,000 offering Indefinite · similar: $155,000–$5,250,000 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2012 |
| EDGAR ↗ | TPH Partners II, L.P. | shared people, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 3 | $66,950,000 offering $168,125,000 · similar: $155,000–$5,250,000 | 35 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2013 |
| EDGAR ↗ | Solanas Energy Infrastructure Fund LP | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 9 | $103,379,996 offering Indefinite · similar: $155,000–$5,250,000 | 42 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2020 |
| EDGAR ↗ | Solanas MLP Fund LP | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 8 | $42,205,443 offering Indefinite · similar: $155,000–$5,250,000 | 23 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2019 |
| EDGAR ↗ | Solanas Energy Infrastructure Offshore Fund LP | shared people, shared management entity, similar issuer names | George Town, Grand Cayman, E9 | Pooled Investment Fund | 9 | $40,161,520 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2013–2020 |
| EDGAR ↗ | Topwater Partners LLC | shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 14 | $1,231,958,953 offering Indefinite · similar: $155,000–$5,250,000 | 149 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2013–2026 |
| EDGAR ↗ | Global Equity Event Opportunities Fund LLC | shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 6 | $69,850,000 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2014–2019 |
| EDGAR ↗ | Whipstock Co-Investment Fund LP | shared people, shared management entity, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 3 | $153,835,000 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | BDT Capital Partners Fund II, L.P. | shared people, shared management entity, similar issuer names | Chicago, IL | Pooled Investment Fund | 4 | $6,206,000,000 offering $6,206,000,000 · similar: $155,000–$5,250,000 | 200 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2016 |
| EDGAR ↗ | BDT Capital Partners Test Co-Invest, L.P. | shared people, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2014 |
| EDGAR ↗ | CORECOMMODITY MANAGEMENT - FOUNDERS III FUND LLC | shared management entity, same business address, similar issuer names | STAMFORD, CT | Pooled Investment Fund | 4 | $427,261,703 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | TPH Energy Credit Opportunities Fund LP | shared people, shared management entity, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 2 | $86,465,000 offering Indefinite · similar: $155,000–$5,250,000 | 80 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | TPH Energy Credit Opportunities Offshore Fund LP | shared people, shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $2,751,271 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | Lake Hill Fund LP | shared people, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 5 | $10,056,998 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | $2,000,000 similar: $1,000–$100,000 | 2015–2019 |
| EDGAR ↗ | Solanas Midstream Opportunities Fund LP | shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 5 | $91,237,354 offering Indefinite · similar: $155,000–$5,250,000 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2019 |
| EDGAR ↗ | Riposte Global Opportunity Fund Ltd | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 7 | $110,923,948 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2021 |
| EDGAR ↗ | Riposte Global Opportunity Fund, LP | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 7 | $39,850,294 offering Indefinite · similar: $155,000–$5,250,000 | 27 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2021 |
| EDGAR ↗ | Topwater Partners Offshore 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 | 11 | $931,738,890 offering Indefinite · similar: $155,000–$5,250,000 | 109 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2016–2026 |
| EDGAR ↗ | Whipstock Co-Investment Fund II LP | shared management entity, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 1 | $154,015,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | Grouper Market Neutral Fund, LLC | shared people, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 3 | $221,244,843 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2016–2019 |
| EDGAR ↗ | Lake Hill Tactical Fund LLC | shared people, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 3 | $104,550,000 offering Indefinite · similar: $155,000–$5,250,000 | 19 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2017–2019 |
| EDGAR ↗ | Riposte Fortis LP | shared people, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $1,450,000 offering $1,450,000 · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | Lake Hill Tactical Fund (Cayman) 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 | 3 | $343,550,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2018–2020 |
| EDGAR ↗ | Tenacis Systematic Macro Fund, LLC | shared people, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 2 | $226,865,000 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2019 |
| EDGAR ↗ | Tenacis Systematic Macro Fund (Cayman), 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 | 2 | $9,100,000 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2018–2019 |
| EDGAR ↗ | TPH Energy Equity Opportunities Offshore Fund LP | shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $800,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2018–2019 |
| EDGAR ↗ | CoreCommodity Management - Founders Absolute Return Fund, LLC | shared management entity, same business address, similar issuer names | STAMFORD, CT | Pooled Investment Fund | 9 | $23,240,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2018–2025 |
| EDGAR ↗ | Solanas ESG Sustainability Fund LP | shared people, shared management entity, similar issuer names | New York, X1 | Pooled Investment Fund | 6 | $968,024 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2022 |
| EDGAR ↗ | BDT Capital Partners Fund 3, L.P. | shared people, same person name on both filings, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $9,088,000,000 offering $9,088,000,000 · similar: $155,000–$5,250,000 | 359 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2020 |
| EDGAR ↗ | PEP Henry Production Partners LP | shared people, shared management entity, same business address | HOUSTON, TX | Pooled Investment Fund | 2 | $163,575,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2020 |
| EDGAR ↗ | Sikra Capital Fund, LLC | shared people, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 2 | $11,900,000 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | PEP Energy Equity Opportunities Offshore Fund LP | shared people, shared management entity, similar issuer names | GEORGE TOWN, E9 | Pooled Investment Fund | 1 | $2,222,791 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | PEP Energy Equity Opportunities Fund LP | shared people, shared management entity, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 4 | $250,273,710 offering Indefinite · similar: $155,000–$5,250,000 | 87 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2026 |
| EDGAR ↗ | Point Bonita Capital Fund (Cayman) LP | shared people, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 6 | $1,327,299,402 offering Indefinite · similar: $155,000–$5,250,000 | 131 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2025 |
| EDGAR ↗ | Point Bonita Capital Fund LLC | shared people, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 6 | $557,362,408 offering Indefinite · similar: $155,000–$5,250,000 | 50 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2025 |
| EDGAR ↗ | 3|5|2 Capital ABS Fund LLC | shared people, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 6 | $255,165,000 offering Indefinite · similar: $155,000–$5,250,000 | 59 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 | 2021–2026 |
| EDGAR ↗ | PEP FREESTONE I, LP | shared people, same business address, director listed on many unrelated issuers (not used to group) | HOUSTON, TX | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | PEP Production Partners II LP | shared people, shared management entity, same business address | HOUSTON, TX | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | BDT Capital Partners Fund 4, L.P. | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 5 | $14,000,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 550 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2024 |
| EDGAR ↗ | PEP Ovation, LP | shared people, shared management entity, same business address, director listed on many unrelated issuers (not used to group) | HOUSTON, TX | Pooled Investment Fund | 1 | $25,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Kathmandu Capital Partners Fund, LLC | shared people, shared management entity, similar issuer names | New York, NY | Pooled Investment Fund | 5 | $8,700,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | PEP Development Opportunities Fund LP | shared people, shared management entity, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | PEP TE&M Opportunities Fund LP | shared people, shared management entity, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 1 | $400,453 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Jefferies Partners VC Fund 2023 LP | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 1 | $17,300,000 offering Indefinite · similar: $155,000–$5,250,000 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Jefferies Partners PE Fund 2023 LP | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 1 | $54,400,000 offering Indefinite · similar: $155,000–$5,250,000 | 94 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Jefferies Partners VC Fund 2023 (Dedicated) LP | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 1 | $57,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | PEP Development Opportunities Fund II LP | shared people, shared management entity, same business address, similar issuer names | HOUSTON, TX | Pooled Investment Fund | 3 | $72,895,000 offering Indefinite · similar: $155,000–$5,250,000 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | Jefferies Employee Partners I LP | shared people, similar issuer names | New York, NY | Pooled Investment Fund | 1 | $14,950,000 offering $14,950,000 · similar: $155,000–$5,250,000 | 21 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Lake Hill Augustus Fund LLC | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $2,050,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | PEP Redwood LP | shared people, shared management entity, same business address | HOUSTON, TX | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Jefferies Partners PE Fund 2026 LP | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Jefferies Partners PE Fund 2026 (Cayman) LP | shared people, shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | 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); Investment Banking / 506(b) (126 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 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $1,231,958,953 |
| EDGAR ↗ | Aug 14, 2026 | Lake Hill Augustus Fund LLC | D/A | Pooled Investment Fund | Indefinite | $2,050,000 |
| EDGAR ↗ | Jul 30, 2026 | Jefferies Partners PE Fund 2026 LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 30, 2026 | Jefferies Partners PE Fund 2026 (Cayman) LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 20, 2026 | PEP Redwood LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 8, 2026 | PEP Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $250,273,710 |
| EDGAR ↗ | May 18, 2026 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $931,738,890 |
| EDGAR ↗ | May 14, 2026 | PEP Development Opportunities Fund II LP | D/A | Pooled Investment Fund | Indefinite | $72,895,000 |
| EDGAR ↗ | Apr 21, 2026 | 3|5|2 Capital ABS Fund LLC | D/A | Pooled Investment Fund | Indefinite | $255,165,000 |
| EDGAR ↗ | Apr 7, 2026 | Kathmandu Capital Partners Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $8,700,000 |
| EDGAR ↗ | Dec 4, 2025 | CoreCommodity Management - Founders Absolute Return Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $23,240,000 |
| EDGAR ↗ | Dec 4, 2025 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $320,147,007 |
| EDGAR ↗ | Nov 18, 2025 | Point Bonita Capital Fund LLC | D/A | Pooled Investment Fund | Indefinite | $557,362,408 |
| EDGAR ↗ | Nov 18, 2025 | Point Bonita Capital Fund (Cayman) LP | D/A | Pooled Investment Fund | Indefinite | $1,327,299,402 |
| EDGAR ↗ | Aug 22, 2025 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $1,214,628,612 |
| EDGAR ↗ | Aug 15, 2025 | Lake Hill Augustus Fund LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 13, 2025 | Jefferies Employee Partners I LP | D | Pooled Investment Fund | $14,950,000 | $14,950,000 |
| EDGAR ↗ | Jun 11, 2025 | PEP Development Opportunities Fund II LP | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 6, 2025 | PEP Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $250,137,938 |
| EDGAR ↗ | May 16, 2025 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $768,720,891 |
| EDGAR ↗ | May 14, 2025 | PEP Development Opportunities Fund II LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 21, 2025 | 3|5|2 Capital ABS Fund LLC | D/A | Pooled Investment Fund | Indefinite | $255,165,000 |
| EDGAR ↗ | Apr 7, 2025 | Kathmandu Capital Partners Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $7,700,000 |
| EDGAR ↗ | Dec 5, 2024 | CoreCommodity Management - Founders Absolute Return Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $23,240,000 |
| EDGAR ↗ | Dec 5, 2024 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $319,647,007 |
| EDGAR ↗ | Nov 18, 2024 | Point Bonita Capital Fund LLC | D/A | Pooled Investment Fund | Indefinite | $552,362,408 |
| EDGAR ↗ | Nov 18, 2024 | Point Bonita Capital Fund (Cayman) LP | D/A | Pooled Investment Fund | Indefinite | $1,194,299,402 |
| EDGAR ↗ | Aug 22, 2024 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $1,162,888,276 |
| EDGAR ↗ | May 17, 2024 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $729,620,891 |
| EDGAR ↗ | Apr 19, 2024 | 3|5|2 Capital ABS Fund LLC | D/A | Pooled Investment Fund | Indefinite | $255,165,000 |
| EDGAR ↗ | Apr 5, 2024 | Kathmandu Capital Partners Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $5,650,000 |
| EDGAR ↗ | Jan 11, 2024 | BDT Capital Partners Fund 4, L.P. | D/A | Pooled Investment Fund | Indefinite | $14,000,000,000 |
| EDGAR ↗ | Dec 7, 2023 | CoreCommodity Management - Founders Absolute Return Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $23,240,000 |
| EDGAR ↗ | Dec 7, 2023 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $316,297,007 |
| EDGAR ↗ | Nov 17, 2023 | Point Bonita Capital Fund LLC | D/A | Pooled Investment Fund | Indefinite | $456,812,408 |
| EDGAR ↗ | Nov 17, 2023 | Point Bonita Capital Fund (Cayman) LP | D/A | Pooled Investment Fund | Indefinite | $1,008,299,402 |
| EDGAR ↗ | Oct 13, 2023 | BDT Capital Partners Fund 4, L.P. | D/A | Pooled Investment Fund | Indefinite | $13,051,896,000 |
| EDGAR ↗ | Aug 22, 2023 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $1,093,195,598 |
| EDGAR ↗ | Jun 13, 2023 | PEP Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $249,637,938 |
| EDGAR ↗ | Jun 9, 2023 | Jefferies Partners PE Fund 2023 LP | D | Pooled Investment Fund | Indefinite | $54,400,000 |
| EDGAR ↗ | Jun 9, 2023 | Jefferies Partners VC Fund 2023 (Dedicated) LP | D | Pooled Investment Fund | Indefinite | $57,000,000 |
| EDGAR ↗ | Jun 9, 2023 | Jefferies Partners VC Fund 2023 LP | D | Pooled Investment Fund | Indefinite | $17,300,000 |
| EDGAR ↗ | May 18, 2023 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $583,120,891 |
| EDGAR ↗ | Apr 18, 2023 | 3|5|2 Capital ABS Fund LLC | D/A | Pooled Investment Fund | Indefinite | $192,815,000 |
| EDGAR ↗ | Apr 5, 2023 | Kathmandu Capital Partners Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $5,650,000 |
| EDGAR ↗ | Mar 3, 2023 | PEP TE&M Opportunities Fund LP | D | Pooled Investment Fund | Indefinite | $400,453 |
| EDGAR ↗ | Dec 6, 2022 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $314,410,007 |
| EDGAR ↗ | Dec 6, 2022 | CoreCommodity Management - Founders Absolute Return Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $23,190,000 |
| EDGAR ↗ | Nov 17, 2022 | Point Bonita Capital Fund LLC | D/A | Pooled Investment Fund | Indefinite | $324,312,408 |
| EDGAR ↗ | Nov 17, 2022 | Point Bonita Capital Fund (Cayman) LP | D/A | Pooled Investment Fund | Indefinite | $964,087,402 |
| EDGAR ↗ | Oct 14, 2022 | BDT Capital Partners Fund 4, L.P. | D/A | Pooled Investment Fund | Indefinite | $10,382,124,000 |
| EDGAR ↗ | Aug 22, 2022 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $1,056,296,342 |
| EDGAR ↗ | Jun 30, 2022 | PEP Development Opportunities Fund LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 18, 2022 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $512,320,891 |
| EDGAR ↗ | Apr 18, 2022 | 3|5|2 Capital ABS Fund LLC | D/A | Pooled Investment Fund | Indefinite | $146,415,000 |
| EDGAR ↗ | Apr 5, 2022 | Kathmandu Capital Partners Fund, LLC | D | Pooled Investment Fund | Indefinite | $5,150,000 |
| EDGAR ↗ | Apr 5, 2022 | BDT Capital Partners Fund 4, L.P. | D/A | Pooled Investment Fund | Indefinite | $6,500,000,000 |
| EDGAR ↗ | Apr 4, 2022 | PEP Ovation, LP | D | Pooled Investment Fund | Indefinite | $25,000,000 |
| EDGAR ↗ | Mar 31, 2022 | BDT Capital Partners Fund 4, L.P. | D | Pooled Investment Fund | Indefinite | $6,500,000,000 |
| EDGAR ↗ | Feb 24, 2022 | Solanas ESG Sustainability Fund LP | D/A | Pooled Investment Fund | Indefinite | $968,024 |
| EDGAR ↗ | Jan 21, 2022 | PEP Production Partners II LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 30, 2021 | Riposte Global Opportunity Fund Ltd | D/A | Pooled Investment Fund | Indefinite | $110,923,948 |
| EDGAR ↗ | Dec 30, 2021 | Riposte Global Opportunity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $39,850,294 |
| EDGAR ↗ | Dec 6, 2021 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $1,042,397,000 |
| EDGAR ↗ | Dec 6, 2021 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $290,010,007 |
| EDGAR ↗ | Dec 6, 2021 | CoreCommodity Management - Founders Absolute Return Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $21,130,000 |
| EDGAR ↗ | Nov 17, 2021 | Point Bonita Capital Fund (Cayman) LP | D/A | Pooled Investment Fund | Indefinite | $499,372,402 |
| EDGAR ↗ | Nov 17, 2021 | Point Bonita Capital Fund LLC | D/A | Pooled Investment Fund | Indefinite | $315,361,708 |
| EDGAR ↗ | Aug 20, 2021 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $1,038,649,106 |
| EDGAR ↗ | Jun 15, 2021 | PEP FREESTONE I, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 19, 2021 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $465,870,891 |
| EDGAR ↗ | Apr 15, 2021 | 3|5|2 Capital ABS Fund LLC | D | Pooled Investment Fund | Indefinite | $107,850,000 |
| EDGAR ↗ | Feb 23, 2021 | Solanas ESG Sustainability Fund LP | D/A | Pooled Investment Fund | Indefinite | $968,024 |
| EDGAR ↗ | Feb 11, 2021 | Sikra Capital Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $11,900,000 |
| EDGAR ↗ | Dec 30, 2020 | Riposte Global Opportunity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $35,340,294 |
| EDGAR ↗ | Dec 30, 2020 | Riposte Global Opportunity Fund Ltd | D/A | Pooled Investment Fund | Indefinite | $78,193,948 |
| EDGAR ↗ | Dec 7, 2020 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $1,042,397,000 |
| EDGAR ↗ | Dec 7, 2020 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $288,010,007 |
| EDGAR ↗ | Dec 7, 2020 | CoreCommodity Management - Founders Absolute Return Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $18,285,000 |
| EDGAR ↗ | Nov 17, 2020 | Point Bonita Capital Fund LLC | D | Pooled Investment Fund | Indefinite | $37,378,000 |
| EDGAR ↗ | Nov 17, 2020 | Point Bonita Capital Fund (Cayman) LP | D | Pooled Investment Fund | Indefinite | $3,450,000 |
| EDGAR ↗ | Oct 2, 2020 | PEP Henry Production Partners LP | D/A | Pooled Investment Fund | Indefinite | $163,575,000 |
| EDGAR ↗ | Aug 21, 2020 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $1,021,454,720 |
| EDGAR ↗ | Aug 12, 2020 | Solanas ESG Sustainability Fund LP | D/A | Pooled Investment Fund | Indefinite | $499,431 |
| EDGAR ↗ | Aug 12, 2020 | Solanas Energy Infrastructure Fund Plus LP | D/A | Pooled Investment Fund | Indefinite | $79,235,782 |
| EDGAR ↗ | Aug 12, 2020 | Solanas Energy Infrastructure Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $40,161,520 |
| EDGAR ↗ | Aug 12, 2020 | Solanas Energy Infrastructure Fund LP | D/A | Pooled Investment Fund | Indefinite | $103,379,996 |
| EDGAR ↗ | May 19, 2020 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $336,020,891 |
| EDGAR ↗ | May 12, 2020 | BDT Capital Partners Fund 3, L.P. | D/A | Pooled Investment Fund | $9,088,000,000 | $9,088,000,000 |
| EDGAR ↗ | Mar 12, 2020 | PEP Energy Equity Opportunities Fund LP | D | Pooled Investment Fund | Indefinite | $248,329,819 |
| EDGAR ↗ | Mar 12, 2020 | PEP Energy Equity Opportunities Offshore Fund LP | D | Pooled Investment Fund | Indefinite | $2,222,791 |
| EDGAR ↗ | Jan 13, 2020 | Sikra Capital Fund, LLC | D | Pooled Investment Fund | Indefinite | $11,900,000 |
| EDGAR ↗ | Jan 10, 2020 | Lake Hill Tactical Fund (Cayman) Ltd. | D/A | Pooled Investment Fund | Indefinite | $343,550,000 |
| EDGAR ↗ | Dec 27, 2019 | Riposte Global Opportunity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $34,829,911 |
| EDGAR ↗ | Dec 27, 2019 | Riposte Global Opportunity Fund Ltd | D/A | Pooled Investment Fund | Indefinite | $70,793,948 |
| EDGAR ↗ | Dec 5, 2019 | CoreCommodity Management - Founders Absolute Return Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $18,110,000 |
| EDGAR ↗ | Dec 5, 2019 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $283,136,007 |
| EDGAR ↗ | Dec 5, 2019 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $1,042,397,000 |
| EDGAR ↗ | Oct 4, 2019 | PEP Henry Production Partners LP | D | Pooled Investment Fund | Indefinite | $151,091,000 |
| EDGAR ↗ | Aug 21, 2019 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $920,878,802 |
| EDGAR ↗ | Aug 12, 2019 | Solanas MLP Fund LP | D/A | Pooled Investment Fund | Indefinite | $42,205,443 |
| EDGAR ↗ | Aug 12, 2019 | Solanas Midstream Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $91,237,354 |
| EDGAR ↗ | Aug 12, 2019 | Solanas Energy Infrastructure Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $40,161,520 |
| EDGAR ↗ | Aug 12, 2019 | Solanas Energy Infrastructure Fund Plus LP | D/A | Pooled Investment Fund | Indefinite | $79,235,782 |
| EDGAR ↗ | Aug 12, 2019 | Solanas Energy Infrastructure Fund LP | D/A | Pooled Investment Fund | Indefinite | $103,379,996 |
| EDGAR ↗ | Aug 12, 2019 | Solanas ESG Sustainability Fund LP | D/A | Pooled Investment Fund | Indefinite | $499,431 |
| EDGAR ↗ | Aug 7, 2019 | Lake Hill Fund LP | D/A | Pooled Investment Fund | Indefinite | $10,056,998 |
| EDGAR ↗ | Jun 19, 2019 | Lake Hill Tactical Fund LLC | D/A | Pooled Investment Fund | Indefinite | $104,550,000 |
| EDGAR ↗ | Jun 17, 2019 | Jefferies Structured Alpha Fund B, LLC | D/A | Pooled Investment Fund | Indefinite | $347,592,567 |
| EDGAR ↗ | Jun 17, 2019 | Grouper Market Neutral Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $221,244,843 |
| EDGAR ↗ | Jun 17, 2019 | Global Equity Event Opportunities Fund LLC | D/A | Pooled Investment Fund | Indefinite | $57,100,000 |
| EDGAR ↗ | May 17, 2019 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $300,211,905 |
| EDGAR ↗ | May 17, 2019 | Solanas ESG Sustainability Fund LP | D/A | Pooled Investment Fund | Indefinite | $489,431 |
| EDGAR ↗ | May 13, 2019 | BDT Capital Partners Fund 3, L.P. | D | Pooled Investment Fund | Indefinite | $6,300,000,000 |
| EDGAR ↗ | May 10, 2019 | Solanas Energy Infrastructure Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $40,161,520 |
| EDGAR ↗ | Jan 11, 2019 | Lake Hill Tactical Fund (Cayman) Ltd. | D/A | Pooled Investment Fund | Indefinite | $343,550,000 |
| EDGAR ↗ | Jan 11, 2019 | Tenacis Systematic Macro Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $226,865,000 |
| EDGAR ↗ | Jan 11, 2019 | Tenacis Systematic Macro Fund (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $9,100,000 |
| EDGAR ↗ | Jan 11, 2019 | TPH Energy Equity Opportunities Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $800,000 |
| EDGAR ↗ | Jan 11, 2019 | TPH Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $235,114,467 |
| EDGAR ↗ | Dec 27, 2018 | Riposte Global Opportunity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $33,893,908 |
| EDGAR ↗ | Dec 27, 2018 | Riposte Global Opportunity Fund Ltd | D/A | Pooled Investment Fund | Indefinite | $70,793,948 |
| EDGAR ↗ | Dec 6, 2018 | CoreCommodity Management - Founders Absolute Return Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $10,010,000 |
| EDGAR ↗ | Dec 6, 2018 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $281,805,507 |
| EDGAR ↗ | Dec 6, 2018 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $1,042,397,000 |
| EDGAR ↗ | Nov 30, 2018 | Solanas MLP Fund LP | D/A | Pooled Investment Fund | Indefinite | $42,190,443 |
| EDGAR ↗ | Nov 30, 2018 | Solanas Energy Infrastructure Fund Plus LP | D/A | Pooled Investment Fund | Indefinite | $78,897,378 |
| EDGAR ↗ | Nov 30, 2018 | Solanas Energy Infrastructure Fund LP | D/A | Pooled Investment Fund | Indefinite | $103,379,996 |
| EDGAR ↗ | Nov 16, 2018 | Solanas Midstream Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $91,237,354 |
| EDGAR ↗ | Aug 21, 2018 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $673,786,650 |
| EDGAR ↗ | Aug 10, 2018 | Lake Hill Fund LP | D/A | Pooled Investment Fund | Indefinite | $10,056,998 |
| EDGAR ↗ | Jun 19, 2018 | Lake Hill Tactical Fund LLC | D/A | Pooled Investment Fund | Indefinite | $29,550,000 |
| EDGAR ↗ | Jun 15, 2018 | Jefferies Structured Alpha Fund B, LLC | D/A | Pooled Investment Fund | Indefinite | $249,483,642 |
| EDGAR ↗ | Jun 12, 2018 | Grouper Market Neutral Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $194,570,000 |
| EDGAR ↗ | Jun 12, 2018 | Global Equity Event Opportunities Fund LLC | D/A | Pooled Investment Fund | Indefinite | $57,100,000 |
| EDGAR ↗ | May 18, 2018 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $219,594,000 |
| EDGAR ↗ | May 17, 2018 | Solanas ESG Sustainability Fund LP | D | Pooled Investment Fund | Indefinite | $380,000 |
| EDGAR ↗ | May 11, 2018 | Solanas Energy Infrastructure Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $40,161,520 |
| EDGAR ↗ | Mar 13, 2018 | CoreCommodity Management - Founders Absolute Return Fund, LLC | D | Pooled Investment Fund | Indefinite | $10,010,000 |
| EDGAR ↗ | Jan 25, 2018 | TPH Energy Equity Opportunities Offshore Fund LP | D | Pooled Investment Fund | Indefinite | $800,000 |
| EDGAR ↗ | Jan 12, 2018 | Tenacis Systematic Macro Fund, LLC | D | Pooled Investment Fund | Indefinite | $125,755,000 |
| EDGAR ↗ | Jan 12, 2018 | Tenacis Systematic Macro Fund (Cayman), Ltd. | D | Pooled Investment Fund | Indefinite | $2,000,000 |
| EDGAR ↗ | Jan 12, 2018 | Lake Hill Tactical Fund (Cayman) Ltd. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 12, 2018 | TPH Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $233,024,467 |
| EDGAR ↗ | Dec 26, 2017 | Riposte Global Opportunity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $31,073,909 |
| EDGAR ↗ | Dec 26, 2017 | Riposte Global Opportunity Fund Ltd | D/A | Pooled Investment Fund | Indefinite | $70,817,759 |
| EDGAR ↗ | Dec 8, 2017 | Riposte Fortis LP | D | Pooled Investment Fund | $1,450,000 | $1,450,000 |
| EDGAR ↗ | Dec 5, 2017 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $1,039,200,000 |
| EDGAR ↗ | Dec 5, 2017 | CORECOMMODITY MANAGEMENT - FOUNDERS III FUND LLC | D/A | Pooled Investment Fund | Indefinite | $427,261,703 |
| EDGAR ↗ | Dec 5, 2017 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $244,704,707 |
| EDGAR ↗ | Dec 1, 2017 | Solanas MLP Fund LP | D/A | Pooled Investment Fund | Indefinite | $41,510,443 |
| EDGAR ↗ | Dec 1, 2017 | Solanas Energy Infrastructure Fund Plus LP | D/A | Pooled Investment Fund | Indefinite | $78,176,495 |
| EDGAR ↗ | Dec 1, 2017 | Solanas Energy Infrastructure Fund LP | D/A | Pooled Investment Fund | Indefinite | $101,039,574 |
| EDGAR ↗ | Nov 16, 2017 | Solanas Midstream Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $91,117,354 |
| EDGAR ↗ | Aug 21, 2017 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $508,527,049 |
| EDGAR ↗ | Aug 14, 2017 | Lake Hill Fund LP | D/A | Pooled Investment Fund | Indefinite | $10,056,998 |
| EDGAR ↗ | Jun 19, 2017 | Lake Hill Tactical Fund LLC | D | Pooled Investment Fund | Indefinite | $9,000,000 |
| EDGAR ↗ | Jun 15, 2017 | Jefferies Structured Alpha Fund B, LLC | D/A | Pooled Investment Fund | Indefinite | $156,311,000 |
| EDGAR ↗ | Jun 12, 2017 | Global Equity Event Opportunities Fund LLC | D/A | Pooled Investment Fund | Indefinite | $69,850,000 |
| EDGAR ↗ | May 16, 2017 | Topwater Partners Offshore Ltd. | D/A | Pooled Investment Fund | Indefinite | $149,280,000 |
| EDGAR ↗ | May 12, 2017 | Solanas Energy Infrastructure Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $40,161,520 |
| EDGAR ↗ | Mar 30, 2017 | Jefferies Structured Alpha Fund B, LLC | D/A | Pooled Investment Fund | Indefinite | $228,901,560 |
| EDGAR ↗ | Jan 13, 2017 | TPH Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $201,013,659 |
| EDGAR ↗ | Dec 22, 2016 | Riposte Global Opportunity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $27,278,254 |
| EDGAR ↗ | Dec 22, 2016 | Riposte Global Opportunity Fund Ltd | D/A | Pooled Investment Fund | Indefinite | $66,817,759 |
| EDGAR ↗ | Dec 5, 2016 | CORECOMMODITY MANAGEMENT - FOUNDERS III FUND LLC | D/A | Pooled Investment Fund | Indefinite | $427,261,703 |
| EDGAR ↗ | Dec 5, 2016 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $224,734,592 |
| EDGAR ↗ | Dec 5, 2016 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $1,036,000,000 |
| EDGAR ↗ | Dec 1, 2016 | Solanas MLP Fund LP | D/A | Pooled Investment Fund | Indefinite | $41,110,443 |
| EDGAR ↗ | Dec 1, 2016 | Solanas Energy Infrastructure Fund Plus LP | D/A | Pooled Investment Fund | Indefinite | $78,176,495 |
| EDGAR ↗ | Dec 1, 2016 | Solanas Energy Infrastructure Fund LP | D/A | Pooled Investment Fund | Indefinite | $101,039,574 |
| EDGAR ↗ | Nov 16, 2016 | Solanas Midstream Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $91,117,354 |
| EDGAR ↗ | Aug 26, 2016 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $427,378,633 |
| EDGAR ↗ | Aug 15, 2016 | Lake Hill Fund LP | D/A | Pooled Investment Fund | Indefinite | $9,971,998 |
| EDGAR ↗ | Jun 27, 2016 | Grouper Market Neutral Fund, LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 13, 2016 | Whipstock Co-Investment Fund II LP | D | Pooled Investment Fund | Indefinite | $154,015,000 |
| EDGAR ↗ | May 13, 2016 | Solanas Energy Infrastructure Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $6,102,875 |
| EDGAR ↗ | Apr 7, 2016 | Topwater Partners Offshore Ltd. | D | Pooled Investment Fund | Indefinite | $500,000 |
| EDGAR ↗ | Mar 31, 2016 | Jefferies Managed Futures Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Mar 31, 2016 | Jefferies Structured Alpha Fund B, LLC | D/A | Pooled Investment Fund | Indefinite | $152,011,000 |
| EDGAR ↗ | Mar 14, 2016 | TPH Energy Credit Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $86,465,000 |
| EDGAR ↗ | Mar 14, 2016 | TPH Energy Credit Opportunities Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $2,751,271 |
| EDGAR ↗ | Feb 19, 2016 | BDT Capital Partners Fund II, L.P. | D/A | Pooled Investment Fund | $6,206,000,000 | $6,206,000,000 |
| EDGAR ↗ | Feb 18, 2016 | Global Equity Event Opportunities Fund LLC | D/A | Pooled Investment Fund | Indefinite | $25,000,000 |
| EDGAR ↗ | Jan 13, 2016 | TPH Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $165,105,898 |
| EDGAR ↗ | Jan 8, 2016 | BDT Capital Partners Fund II, L.P. | D/A | Pooled Investment Fund | Indefinite | $5,726,000,000 |
| EDGAR ↗ | Dec 24, 2015 | Riposte Global Opportunity Fund, LP | D | Pooled Investment Fund | Indefinite | $3,078,254 |
| EDGAR ↗ | Dec 23, 2015 | Riposte Global Opportunity Fund Ltd | D | Pooled Investment Fund | Indefinite | $12,917,759 |
| EDGAR ↗ | Dec 4, 2015 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $1,013,500,000 |
| EDGAR ↗ | Dec 4, 2015 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $210,953,800 |
| EDGAR ↗ | Dec 4, 2015 | CORECOMMODITY MANAGEMENT - FOUNDERS III FUND LLC | D/A | Pooled Investment Fund | Indefinite | $364,835,627 |
| EDGAR ↗ | Dec 1, 2015 | Solanas MLP Fund LP | D/A | Pooled Investment Fund | Indefinite | $37,394,972 |
| EDGAR ↗ | Dec 1, 2015 | Solanas Energy Infrastructure Fund LP | D/A | Pooled Investment Fund | Indefinite | $100,458,374 |
| EDGAR ↗ | Dec 1, 2015 | Solanas Energy Infrastructure Fund Plus LP | D/A | Pooled Investment Fund | Indefinite | $77,072,442 |
| EDGAR ↗ | Nov 16, 2015 | Solanas Midstream Opportunities Fund LP | D | Pooled Investment Fund | Indefinite | $6,650,000 |
| EDGAR ↗ | Aug 17, 2015 | Lake Hill Fund LP | D/A | Pooled Investment Fund | Indefinite | $9,971,998 |
| EDGAR ↗ | Jul 30, 2015 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $259,739,005 |
| EDGAR ↗ | May 13, 2015 | Solanas Energy Infrastructure Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $6,102,875 |
| EDGAR ↗ | May 7, 2015 | Whipstock Co-Investment Fund LP | D/A | Pooled Investment Fund | Indefinite | $153,835,000 |
| EDGAR ↗ | Mar 31, 2015 | Jefferies Managed Futures Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Mar 31, 2015 | Jefferies Structured Alpha Fund B, LLC | D/A | Pooled Investment Fund | Indefinite | $144,005,000 |
| EDGAR ↗ | Mar 16, 2015 | TPH Energy Credit Opportunities Fund LP | D | Pooled Investment Fund | Indefinite | $62,015,000 |
| EDGAR ↗ | Mar 16, 2015 | TPH Energy Credit Opportunities Offshore Fund LP | D | Pooled Investment Fund | Indefinite | $1,740,000 |
| EDGAR ↗ | Feb 18, 2015 | Global Equity Event Opportunities Fund LLC | D/A | Pooled Investment Fund | Indefinite | $25,000,000 |
| EDGAR ↗ | Jan 23, 2015 | CORECOMMODITY MANAGEMENT - FOUNDERS III FUND LLC | D | Pooled Investment Fund | Indefinite | $125,010,000 |
| EDGAR ↗ | Jan 13, 2015 | TPH Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $16,823,104 |
| EDGAR ↗ | Dec 29, 2014 | BDT Capital Partners Test Co-Invest, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 4, 2014 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $983,500,000 |
| EDGAR ↗ | Dec 4, 2014 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $203,883,800 |
| EDGAR ↗ | Dec 2, 2014 | Solanas Energy Infrastructure Fund LP | D/A | Pooled Investment Fund | Indefinite | $99,183,374 |
| EDGAR ↗ | Dec 2, 2014 | Solanas Energy Infrastructure Fund Plus LP | D/A | Pooled Investment Fund | Indefinite | $77,072,442 |
| EDGAR ↗ | Dec 1, 2014 | Solanas MLP Fund LP | D/A | Pooled Investment Fund | Indefinite | $31,441,333 |
| EDGAR ↗ | Oct 15, 2014 | BDT Capital Partners Fund II, L.P. | D/A | Pooled Investment Fund | $5,206,000,000 | $5,206,000,000 |
| EDGAR ↗ | Aug 13, 2014 | Topwater Partners LLC | D/A | Pooled Investment Fund | Indefinite | $179,000,000 |
| EDGAR ↗ | Jul 3, 2014 | BDT Capital Partners Fund II, L.P. | D | Pooled Investment Fund | $5,205,873,500 | $3,464,873,500 |
| EDGAR ↗ | May 14, 2014 | TPH Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $4,248,591 |
| EDGAR ↗ | May 13, 2014 | Solanas Energy Infrastructure Offshore Fund LP | D/A | Pooled Investment Fund | Indefinite | $1,234,769 |
| EDGAR ↗ | May 7, 2014 | Whipstock Co-Investment Fund LP | D/A | Pooled Investment Fund | Indefinite | $153,835,000 |
| EDGAR ↗ | Apr 2, 2014 | Jefferies Managed Futures Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Mar 31, 2014 | Jefferies Structured Alpha Fund B, LLC | D/A | Pooled Investment Fund | Indefinite | $104,905,000 |
| EDGAR ↗ | Mar 7, 2014 | Solanas MLP Fund LP | D/A | Pooled Investment Fund | Indefinite | $25,969,879 |
| EDGAR ↗ | Feb 26, 2014 | Whipstock Co-Investment Fund LP | D | Pooled Investment Fund | Indefinite | $150,000,000 |
| EDGAR ↗ | Feb 18, 2014 | Global Equity Event Opportunities Fund LLC | D | Pooled Investment Fund | Indefinite | $25,000,000 |
| EDGAR ↗ | Dec 30, 2013 | TPH Partners II, L.P. | D/A | Pooled Investment Fund | $168,125,000 | $63,250,000 |
| EDGAR ↗ | Dec 3, 2013 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $181,805,000 |
| EDGAR ↗ | Dec 3, 2013 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $311,000,000 |
| EDGAR ↗ | Dec 2, 2013 | Solanas Energy Infrastructure Fund LP | D/A | Pooled Investment Fund | Indefinite | $62,492,756 |
| EDGAR ↗ | Dec 2, 2013 | Solanas Energy Infrastructure Fund Plus LP | D/A | Pooled Investment Fund | Indefinite | $58,116,882 |
| EDGAR ↗ | Oct 23, 2013 | TPH Partners II, L.P. | D | Pooled Investment Fund | $168,125,000 | $24,850,000 |
| EDGAR ↗ | Aug 14, 2013 | Topwater Partners LLC | D | Pooled Investment Fund | Indefinite | $3,000,000 |
| EDGAR ↗ | May 14, 2013 | TPH Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $4,146,134 |
| EDGAR ↗ | May 13, 2013 | Solanas Energy Infrastructure Offshore Fund LP | D | Pooled Investment Fund | Indefinite | $186,519 |
| EDGAR ↗ | Mar 28, 2013 | Jefferies Managed Futures Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Mar 28, 2013 | Jefferies Structured Alpha Fund B, LLC | D/A | Pooled Investment Fund | Indefinite | $34,560,000 |
| EDGAR ↗ | Mar 7, 2013 | Solanas MLP Fund LP | D | Pooled Investment Fund | Indefinite | $5,000,000 |
| EDGAR ↗ | Nov 30, 2012 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $11,000,000 |
| EDGAR ↗ | Nov 30, 2012 | CoreCommodity Management - Founders I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $10,000 |
| EDGAR ↗ | Nov 30, 2012 | Solanas Energy Infrastructure Fund LP | D | Pooled Investment Fund | Indefinite | $50,000,000 |
| EDGAR ↗ | May 24, 2012 | TPH Partners II, L.P. | D | Pooled Investment Fund | $300,000,000 | $66,950,000 |
| EDGAR ↗ | May 24, 2012 | TPH Partners II GP, L.P. | D | Pooled Investment Fund | Indefinite | $41,775,000 |
| EDGAR ↗ | May 14, 2012 | TPH Energy Equity Market Neutral Fund, LP | D | Pooled Investment Fund | Indefinite | $2,000,000 |
| EDGAR ↗ | May 14, 2012 | TPH ENERGY EQUITY OFFSHORE FUND, LP | D | Pooled Investment Fund | Indefinite | $6,851,000 |
| EDGAR ↗ | May 14, 2012 | TPH ENERGY EQUITY PARALLEL FUND, LP | D/A | Pooled Investment Fund | Indefinite | $21,740,000 |
| EDGAR ↗ | May 14, 2012 | Solanas Energy Infrastructure Fund Plus LP | D/A | Pooled Investment Fund | Indefinite | $113,077,170 |
| EDGAR ↗ | May 14, 2012 | TPH Energy Equity Opportunities Fund LP | D/A | Pooled Investment Fund | Indefinite | $1,836,000 |
| EDGAR ↗ | Apr 6, 2012 | CoreCommodity Management - Founders I Fund, LLC | D | Pooled Investment Fund | Indefinite | $10,000 |
| EDGAR ↗ | Mar 19, 2012 | Jefferies Structured Alpha Fund B, LLC | D/A | Pooled Investment Fund | Indefinite | $14,560,000 |
| EDGAR ↗ | Mar 19, 2012 | Jefferies Managed Futures Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Mar 19, 2012 | JEFFERIES DAKOTA FUND LLC | D/A | Pooled Investment Fund | Indefinite | $109,193,306 |
| EDGAR ↗ | Mar 19, 2012 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $11,000,000 |
| EDGAR ↗ | Jan 13, 2012 | Tiana Capital, Ltd. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 13, 2012 | Solanas Capital, LP | D/A | Pooled Investment Fund | Indefinite | $500,000 |
| EDGAR ↗ | Jan 9, 2012 | BDT Capital Partners Annex Fund, L.P. | D | Pooled Investment Fund | $1,000,000,000 | $0 |
| EDGAR ↗ | Sep 23, 2011 | BDTCP TOF FUND, LLC | D | Pooled Investment Fund | Indefinite | $35,000,000 |
| EDGAR ↗ | Aug 18, 2011 | Jefferies Structured Alpha Fund B, LLC | D | Pooled Investment Fund | Indefinite | $12,060,000 |
| EDGAR ↗ | Aug 18, 2011 | Jefferies Managed Futures Fund, LLC | D | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Jun 30, 2011 | Pierian Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $89,922,820 |
| EDGAR ↗ | Jun 22, 2011 | Tudor, Pickering, Holt & Co., LLC | D | Investment Banking | $10,000,000 | $10,000,000 |
| EDGAR ↗ | Jun 21, 2011 | TPH Energy Equity Opportunities Fund LP | D | Pooled Investment Fund | Indefinite | $550,000 |
| EDGAR ↗ | May 10, 2011 | Tudor, Pickering, Holt & Co., LLC | D | Investment Banking | $110,000,000 | $110,000,000 |
| EDGAR ↗ | Mar 18, 2011 | Pierian Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $89,817,819 |
| EDGAR ↗ | Mar 18, 2011 | CoreCommodity Management - Diversified I Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $11,000,000 |
| EDGAR ↗ | Mar 18, 2011 | JEFFERIES DAKOTA FUND LLC | D/A | Pooled Investment Fund | Indefinite | $105,693,306 |
| EDGAR ↗ | Mar 7, 2011 | TPH ENERGY EQUITY PARALLEL FUND, LP | D | Pooled Investment Fund | Indefinite | $3,390,000 |
| EDGAR ↗ | Mar 3, 2011 | Solanas Energy Infrastructure Fund Plus LP | D | Pooled Investment Fund | Indefinite | $60,927,170 |
| EDGAR ↗ | Jan 14, 2011 | Solanas Capital, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 11, 2011 | BDT CAPITAL PARTNERS FUND I, L.P. | D/A | Pooled Investment Fund | $2,000,000,000 | $2,000,000,000 |
| EDGAR ↗ | Dec 29, 2010 | BDT Capital Partners WSP Co-Invest, L.P. | D | Pooled Investment Fund | $65,000,000 | $65,000,000 |
| EDGAR ↗ | Jun 4, 2010 | CoreCommodity Management - Diversified I Fund, LLC | D | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Mar 17, 2010 | Pierian Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $83,801,495 |
| EDGAR ↗ | Mar 17, 2010 | JEFFERIES DAKOTA FUND LLC | D/A | Pooled Investment Fund | Indefinite | $99,538,192 |
| EDGAR ↗ | Jul 23, 2009 | BDT CAPITAL PARTNERS FUND I, L.P. | D | Pooled Investment Fund | $2,000,000,000 | $0 |
| EDGAR ↗ | Mar 16, 2009 | JEFFERIES DAKOTA FUND LLC | D/A | Pooled Investment Fund | Indefinite | $94,326,169 |
| EDGAR ↗ | Mar 16, 2009 | Pierian Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $80,522,888 |
Activity: 3 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 (2009–2011), Investment Banking (2011), Pooled Investment Fund (2011), Investment Banking (2011). Latest offering: Pooled Investment Fund (2011–2026; most recent Jul 30, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Daniel Pickering | Executive Officer, Director, Promoter | 22 | Mar 3, 2011 → Jul 20, 2026 |
| Matthew B. Smith | Executive Officer, Director | 19 | Jan 12, 2018 → Jul 30, 2026 |
| Walker N. Moody | Executive Officer, Director | 19 | Mar 3, 2011 → Jul 20, 2026 |
| Leucadia Asset Management LLC entity | Promoter, Executive Officer | 18 | Aug 14, 2013 → Aug 24, 2026 |
| Jefferies Investment Advisers, LLC entity | Executive Officer, Promoter | 16 | Aug 18, 2011 → Dec 30, 2021 |
| Edward R. Balsmann | Executive Officer | 11 | Mar 3, 2011 → May 13, 2015 |
| Marc Ortiz | Executive Officer | 11 | Mar 3, 2011 → May 13, 2015 |
| Pickering Energy Partners LP entity | Director, Promoter | 9 | Oct 4, 2019 → Jul 20, 2026 |
| Byron David Trott | Executive Officer, Director | 8 | Jul 23, 2009 → Jan 11, 2024 |
| Pravin Kanneganti | Director, Executive Officer, Promoter | 8 | Oct 4, 2019 → Jun 13, 2023 |
| WILLIAM ROBERT BUSH | Executive Officer, Director | 8 | Jul 23, 2009 → May 12, 2020 |
| Diego Kuschnir | Executive Officer, Director | 7 | Jan 14, 2011 → May 13, 2015 |
| San Watterson Orr | Executive Officer, Director | 6 | Dec 29, 2010 → Jan 11, 2024 |
| Paul D. Chambers | Executive Officer | 5 | Mar 3, 2011 → May 14, 2012 |
| Ivana Faltysova | Director | 4 | Apr 7, 2016 → May 18, 2026 |
| Cary Marr | Director | 4 | Dec 23, 2015 → May 18, 2026 |
| CoreCommodity Management entity | Executive Officer, Promoter | 4 | Nov 30, 2012 → Dec 4, 2025 |
| Michael E. Burns | Executive Officer, Director | 4 | Jul 23, 2009 → Jan 11, 2024 |
| Dan Hamill Jester | Executive Officer, Director | 4 | Dec 29, 2014 → Jan 11, 2024 |
| Jefferies Asset Management entity | Executive Officer, Promoter | 4 | Mar 16, 2009 → Apr 6, 2012 |
| Zemach M. Sternberg | Executive Officer | 3 | Aug 17, 2015 → Aug 14, 2026 |
| Jefferies Partners PE GP LLC entity | Promoter | 3 | Jun 9, 2023 → Jul 30, 2026 |
| Solanas Energy Infrastructure GP LLC entity | Executive Officer | 3 | Aug 12, 2019 → Aug 12, 2020 |
| Donald McLellan | Executive Officer, Director | 3 | Jul 23, 2009 → May 12, 2020 |
| Khaled Beydoun | Executive Officer, Director | 3 | Dec 23, 2015 → Dec 27, 2019 |
| TPH Energy Infrastructure Fund Management, LLC entity | Executive Officer, Promoter | 3 | Dec 2, 2013 → May 10, 2019 |
| Alexandra Pruner | Executive Officer, Director, Promoter | 3 | May 10, 2011 → Dec 30, 2013 |
| Robert B. Tudor III | Executive Officer, Director, Promoter | 3 | May 10, 2011 → Dec 30, 2013 |
| John Dills | Executive Officer, Director | 3 | Jul 23, 2009 → Jan 9, 2012 |
| Lake Hill Capital Partners, LLC entity | Promoter, Executive Officer | 2 | Aug 17, 2015 → Aug 14, 2026 |
| Jishnu Guha | Executive Officer | 2 | May 14, 2025 → Jul 20, 2026 |
| PEP Energy Equity Opportunities Fund Management LLC entity | Executive Officer | 2 | Mar 12, 2020 → Jun 8, 2026 |
| Point Bonita Capital GP LLC entity | Promoter | 2 | Nov 17, 2020 → Nov 18, 2025 |
| Mary Ann Todd | Executive Officer, Director | 2 | May 13, 2019 → Jan 11, 2024 |
| Alex Vilchez | Director, Executive Officer | 2 | May 13, 2019 → Jan 11, 2024 |
| John Alldis | Director, Executive Officer | 2 | May 13, 2019 → Jan 11, 2024 |
| Jefferies Partners VC GP LLC entity | Promoter | 2 | Jun 9, 2023 → Jun 9, 2023 |
| ROBERT MILLS | Executive Officer, Promoter | 2 | Jun 15, 2021 → Apr 4, 2022 |
| ROBERT LEE VERIGAN | Executive Officer | 2 | Jul 3, 2014 → May 12, 2020 |
| Sergei Nodelman | Executive Officer | 2 | Jan 12, 2018 → Jan 11, 2019 |
| Miguel Bilbao | Executive Officer | 2 | Jan 12, 2018 → Jan 11, 2019 |
| TPH Energy Equity Opportunities Fund Management LLC entity | Executive Officer, Promoter | 2 | Jan 13, 2015 → Jan 11, 2019 |
| TPH Asset Management, LLC entity | Promoter | 2 | May 7, 2015 → May 13, 2016 |
| TPH Energy Credit Opportunities Fund Management LLC entity | Executive Officer, Promoter | 2 | Mar 16, 2015 → Mar 14, 2016 |
| BDTCP GP II, L.P. entity | Executive Officer | 2 | Jul 3, 2014 → Feb 19, 2016 |
| BDTCP GP II-A, L.P. entity | Executive Officer | 2 | Jul 3, 2014 → Feb 19, 2016 |
| George M. McCormick III | Director, Promoter | 2 | May 24, 2012 → Dec 30, 2013 |
| TPH Energy Infrastructure Fund Management, LLC TPH Energy Infrastructure Fund Management, LLC entity | Executive Officer | 2 | Nov 30, 2012 → May 13, 2013 |
| TPH Energy Equity Fund Management, LLC TPH Energy Equity Fund Management, LLC entity | Executive Officer | 2 | May 14, 2012 → May 14, 2012 |
| BDT Capital Partners, LLC entity | Executive Officer | 2 | Jul 23, 2009 → Jan 9, 2012 |
| Chad Feingold | Executive Officer | 2 | Jul 23, 2009 → Jan 9, 2012 |
| BDTCP GP I, LLC entity | Executive Officer | 2 | Jul 23, 2009 → Jan 9, 2012 |
| Elbert Robinson, Jr. | Executive Officer | 2 | Jul 23, 2009 → Jan 9, 2012 |
| Kelly Rainko | Executive Officer | 2 | Jul 23, 2009 → Jan 9, 2012 |
| Chase Stevenson | Executive Officer | 2 | Jan 11, 2011 → Jan 9, 2012 |
| James Dunn | Executive Officer | 2 | Jan 11, 2011 → Jan 9, 2012 |
| San Orr, III | Executive Officer | 2 | Jul 23, 2009 → Jan 9, 2012 |
| Lake Hill Augustus Fund LLC Series A entity | Executive Officer | 1 | Aug 15, 2025 → Aug 14, 2026 |
| PEP Redwood Management LLC entity | Executive Officer | 1 | Jul 20, 2026 → Jul 20, 2026 |
| PEP Asset Management Ultimate GP LLC entity | Executive Officer | 1 | Jul 20, 2026 → Jul 20, 2026 |
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet searched.
Sources to be searched: the sponsor's own website (known only from an approved profile claim or the matched adviser's Form ADV) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.
None found in sources searched.
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.
Export this report as PDF (members · included free during the launch period) · Premium
Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".
No corrections have been requested for this page.
Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.
Add a sourced explanation next to any fact. Reviewed before publishing.