PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:49 AM ET

Sponsor Check › Sponsor group

C

Cresset

One sponsor team, 47 deal companies · San Francisco, CA

Grouped because: 21 shared people, 14 shared management entities, similar issuer names (30) (automatic match from the filings) · not the same sponsor?

47deal companies
$1.88Breported sold
2,425investors
144Form D filings
2010–2026active
15new, last 12 mo
Follow this sponsor groupLook further ↓

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

The short version

Cresset is a sponsor group of 47 issuers that PartnerFacts links to one sponsor (shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names; automatic match from the filings), filing 144 Form D filings between Dec 2010 and Sep 2026.

What this means One team, 47 deal companies, about 16 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.88B to 2,425 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (47). Issuers are based in CA (15), GA (14), IL (12), TX (5) and 1 more.

What this means $1.88B raised across the group, about $777K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Cresset Fund Investment Management Services, LLC (21 issuers, executive officer, director, and promoter, entity), Avy Stein (17 issuers, executive officer and promoter), Eric Becker (17 issuers, executive officer and promoter), Michael R. Silverman (16 issuers, executive officer and promoter), Cresset Partners, LLC (15 issuers, executive officer and promoter, entity) and 47 more.

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

Activity: 15 new offerings in the last 12 months; latest filing Sep 23, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: CRESSET ASSET MANAGEMENT, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 144 public filings for Cresset and found 14 differences, 3 worth asking the sponsor about: Investor count went down between filings; 15 people are no longer listed on a later amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Cresset has not run yet — it is joining a line of 61,548 names; searches run around the clock at the hosts' allowed rate. Searched so far: 718 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

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

What was searched

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

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

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

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Silvatrim Corporation of America v. Cresset Corporation closed matched at sponsor-group level (Cresset)
United States Bankruptcy Court, D. New Jersey · No. 02-05115 · Filed Mar 20, 2002 · Closed Sep 30, 2002
Role of Cresset Corporation: Defendant · Outcome: Case closed 2002-09-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 2002, issuer incorporated 2020
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

14 differences found between the filings for Cresset — 3 worth asking about (compared the newest 50 of 144 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 2, 2025 – Apr 2, 2026

Investor count went down between filings — BCA Select, LLC - Series 3 - Junto Capital Partners

The Apr 2, 2025 filing reports 5 investors; the Apr 2, 2026 Form D/A reports 4 investors.

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

Form D/A (earlier) · Apr 2, 2025 ↗Form D/A (later) · Apr 2, 2026 ↗BCA Select, LLC - Series 3 - Junto Capital Partners — PartnerFacts page ↗
Sources
Worth asking · Mar 29, 2024 – Mar 28, 2025

Investor count went down between filings — Cresset Private Markets, LLC - Series 3

The Mar 29, 2024 filing reports 84 investors; the Mar 28, 2025 Form D/A reports 80 investors.

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

Form D/A (earlier) · Mar 29, 2024 ↗Form D/A (later) · Mar 28, 2025 ↗Cresset Private Markets, LLC - Series 3 — PartnerFacts page ↗
Sources
Note · Jul 8, 2024 – Sep 23, 2026

4 addresses are shared with 10+ issuers outside this group

108 other issuers file from the same address — 15 member issuers (Private Equity - LE VII, L.P.; Private Equity - LC Middle Market I Anchor (TE), L.P.; Private Equity - LC Middle Market I Anchor, L.P.; …) · 218 other issuers file from the same address — 12 member issuers (Altair CHP Fund, LLC; Meristem Global Equity Fund LLC; Altair CHP Fund II, LLC; …) · 35 other issuers file from the same address — Altair CHP Offshore Fund II, Ltd. · 69 other issuers file from the same address — 5 member issuers (Private Equity 2025 Fund, L.P.; Direct Investors Fund, L.L.C. - Series CLO TE III; Direct Investors Fund, L.L.C. - Series CLO III; …)

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Private Equity - LE VII, L.P. — PartnerFacts page ↗Private Equity - LC Middle Market I Anchor (TE), L.P. — PartnerFacts page ↗Private Equity - LC Middle Market I Anchor, L.P. — PartnerFacts page ↗EDGAR filer page · Private Equity - LE VII, L.P. ↗
Sources
Note · Jan 2, 2025 – Jan 31, 2025

Form D filed 29 days after the first sale — Private Equity 2025 Fund, L.P.

The filing says the first sale was Jan 2, 2025. The Form D was filed Jan 31, 2025 — 29 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 14 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jan 31, 2025 ↗Private Equity 2025 Fund, L.P. — PartnerFacts page ↗
Sources
Note · Mar 22, 2021 – Sep 18, 2025

15 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Director Investors Fund L.L.C. - Series BR-VI (TE) (latest filing Sep 18, 2025) · No amendment in the last 12 months on an offering that may still be open — Director Investors Fund L.L.C. - Series BR-VI (latest filing Sep 18, 2025) · No amendment in the last 12 months on an offering that may still be open — Cresset Private Markets, LLC - Series 3 (latest filing Mar 28, 2025) · No amendment in the last 12 months on an offering that may still be open — Direct Investors Fund, L.L.C. - Series CLO TE III (latest filing Mar 20, 2025) · No amendment in the last 12 months on an offering that may still be open — Direct Investors Fund, L.L.C. - Series CLO III (latest filing Mar 20, 2025) · and 10 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Sep 18, 2025 ↗Director Investors Fund L.L.C. - Series BR-VI (TE) — PartnerFacts page ↗Form D · Sep 18, 2025 ↗Director Investors Fund L.L.C. - Series BR-VI — PartnerFacts page ↗
Sources
Worth asking · Feb 22, 2024 – May 29, 2026

15 people are no longer listed on a later amendment

Cresset Fund Investment Management Services, LLC is no longer listed on the May 29, 2026 amendment — Altair CHP Fund, LLC · Cresset Asset Management, LLC is no longer listed on the May 29, 2026 amendment — Altair CHP Fund II, LLC · Cresset Asset Management, LLC is no longer listed on the May 29, 2026 amendment — Altair CHP Offshore Fund II, Ltd. · William A. Rudnick is no longer listed on the May 29, 2026 amendment — Altair CHP Fund II, LLC · William A. Rudnick is no longer listed on the May 29, 2026 amendment — Altair CHP Offshore Fund II, Ltd. · and 10 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · May 15, 2025 ↗Form D/A · May 29, 2026 ↗Cresset Fund Investment Management Services, LLC — PartnerFacts page ↗Altair CHP Fund, LLC — PartnerFacts page ↗
Sources
Note · May 15, 2025 – May 29, 2026

6 role changes for the same people across filings

Avy Stein's role changed at Altair CHP Fund II, LLC: executive officer → executive officer, promoter · Avy Stein's role changed at Altair CHP Fund, LLC: executive officer → executive officer, promoter · Avy Stein's role changed at Altair CHP Offshore Fund II, Ltd.: executive officer → executive officer, promoter · Eric Becker's role changed at Altair CHP Fund II, LLC: executive officer → executive officer, promoter · Eric Becker's role changed at Altair CHP Fund, LLC: executive officer → executive officer, promoter · and 1 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · May 15, 2025 ↗Form D/A · May 29, 2026 ↗Avy Stein — PartnerFacts page ↗Altair CHP Fund II, LLC — PartnerFacts page ↗
Sources
Note · Jan 31, 2025 – Nov 3, 2025

Michael R. Silverman is written 2 different ways on the filings

listed as "Michael R. Silverman" on 4 filings (from Jan 31, 2025), and "Michael Silverman" on 12 filings (from Nov 3, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jan 31, 2025 ↗Form D · Nov 3, 2025 ↗Michael R. Silverman — PartnerFacts page ↗
Sources
Note · Jun 25, 2013 – Jan 27, 2020

Reported net asset value range changed between filings — Meristem Global Equity Fund LLC

"Not Applicable" (Jun 25, 2013); then "Decline to Disclose" (Jan 27, 2020).

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

Form D · Jun 25, 2013 ↗Form D/A · Jan 27, 2020 ↗Meristem Global Equity Fund LLC — PartnerFacts page ↗
Sources
Note · Apr 14, 2021 – Jan 9, 2026

7 address changes between filings

Address moved from Atlanta, GA to Chicago, IL — BCA Select, LLC - Series 2 - Redwood Opportunity · Address moved from Atlanta, GA to Chicago, IL — BCA Select, LLC - Series 1 - Tiger Global Long Opportunities · Address moved from Atlanta, GA to Chicago, IL — Cresset Private Markets, LLC - Series 3 · Address moved from Minnetonka, MN to Chicago, IL — Cresset High Yield Municipal Fund, LLC · Address moved from Minnetonka, MN to Chicago, IL — Meristem Global Equity Fund LLC · and 2 more

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

Form D/A · Jan 10, 2025 ↗Form D/A · Jan 9, 2026 ↗BCA Select, LLC - Series 2 - Redwood Opportunity — PartnerFacts page ↗Form D/A · Jan 8, 2025 ↗
Sources
Note · May 30, 2024 – Sep 23, 2026

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

Address on file is a registered agent / shared office — Private Equity - FP Infra V, L.P. · Address on file is a registered agent / shared office — Venture Capital Access Fund 1, L.P. · Address on file is a registered agent / shared office — Private Equity - PX3 Fund II, L.P. · Address on file is a registered agent / shared office — Mtge Opportunities Fund, L.P. · Address on file is a registered agent / shared office — Direct Investment Fund IV, L.P. · and 35 more

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

Form D · Sep 23, 2026 ↗Private Equity - FP Infra V, L.P. — PartnerFacts page ↗Form D · Sep 15, 2026 ↗Venture Capital Access Fund 1, L.P. — PartnerFacts page ↗
Sources
Note · Mar 24, 2022 – Sep 23, 2026

Member companies were formed in 3 different states

Delaware (45), Cayman Islands (1), New York (1) — out of 47 member issuers. The odd ones out: Altair CHP Offshore Fund II, Ltd. (Cayman Islands); Cresset Private Markets, LLC - Series 2 (New York).

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

Cresset — sponsor group page ↗Altair CHP Offshore Fund II, Ltd. — PartnerFacts page ↗Cresset Private Markets, LLC - Series 2 — PartnerFacts page ↗
Sources
Note · Mar 24, 2022 – Sep 23, 2026

Member companies list addresses in 5 different states

CA (15), GA (14), IL (12), TX (5), Cayman Islands (as filed: E9) (1). 47 members use a registered-agent or shared-office address: Altair CHP Fund, LLC (444 West Lake Street, Suite 4700, Chicago, IL); Meristem Global Equity Fund LLC (444 W. Lake Street, Suite 4700, Chicago, IL); Altair CHP Offshore Fund II, Ltd. (94 Solaris Avenue, Camana Bay, Grand Cayman, Cayman Islands (as filed: E9)); Altair CHP Fund II, LLC (444 West Lake Street, Suite 4700, Chicago, IL).

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

Cresset — sponsor group page ↗Altair CHP Fund, LLC — PartnerFacts page ↗Meristem Global Equity Fund LLC — PartnerFacts page ↗Altair CHP Offshore Fund II, Ltd. — PartnerFacts page ↗
Sources
Note · Dec 10, 2010 – Jun 30, 2026

8 issuers used a different name before

Issuer used a different name before — Direct Investment Fund IV, L.P. · Issuer used a different name before — Altair CHP Fund, LLC · Issuer used a different name before — Cresset High Yield Municipal Fund, LLC · Issuer used a different name before — Cresset Private Markets, LLC - Series 3 · Issuer used a different name before — Cresset Private Markets, LLC - Series 11 · and 3 more

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

EDGAR filer page ↗Direct Investment Fund IV, L.P. — PartnerFacts page ↗EDGAR filer page ↗Altair CHP Fund, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 144 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 50 offerings report sales commissions; 0 report finder's fees; 2 report proceeds to related persons totalling $39,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 23, 2026 D
Private Equity - FP Infra V, L.P.
File 021-598482
$0$0$0None listed on this filingEDGAR ↗
Sep 15, 2026 D
Venture Capital Access Fund 1, L.P.
File 021-597481
$0$0$0None listed on this filingEDGAR ↗
Sep 2, 2026 D
Private Equity - PX3 Fund II, L.P.
File 021-596237
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2026 D
Mtge Opportunities Fund, L.P.
File 021-591314
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D
Direct Investment Fund IV Tax-Exempt L.P.
File 021-589165
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D
Direct Investment Fund IV, L.P.
File 021-589202
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2026 D
Stonelake VIII Access Fund, L.P.
File 021-586776
$0$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
Altair CHP Fund II, LLC
File 021-513363
$0$0$0 (est.)
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
May 29, 2026 D/A
Altair CHP Offshore Fund II, Ltd.
File 021-513773
$0$0$19,500 (est.)
Reflects an estimate of the annual amount paid to directors.
None listed on this filingEDGAR ↗
May 29, 2026 D/A
Altair CHP Fund, LLC
File 021-513766
$0$0$0 (est.)
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
May 13, 2026 D
Venture Opportunity Series Fund, L.P. - Series 2
File 021-583891
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2026 D
Venture Opportunity Series Fund, L.P. - Series 1
File 021-581260
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2026 D
Private Equity - Layer Global I (TE), L.P.
File 021-579221
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2026 D
Private Equity - Layer Global I, L.P.
File 021-579219
$0$0$0None listed on this filingEDGAR ↗
Apr 2, 2026 D/A
BCA Select, LLC - Series 3 - Junto Capital Partners
File 021-395779
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Mar 11, 2026 D
Real Estate - PP III, L.P.
File 021-576089
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2026 D/A
Meristem Global Equity Fund LLC
File 021-198543
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2026 D/A
Cresset High Yield Municipal Fund, LLC
File 021-288264
$0$0$0None listed on this filingEDGAR ↗
Jan 20, 2026 D
Private Equity - LC Middle Market I Anchor (TE), L.P.
File 021-570456
$0$0$0None listed on this filingEDGAR ↗
Jan 20, 2026 D
Private Equity - LC Middle Market I Anchor, L.P.
File 021-570452
$0$0$0None listed on this filingEDGAR ↗
Jan 9, 2026 D/A
BCA Select, LLC - Series 2 - Redwood Opportunity
File 021-386537
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Jan 8, 2026 D/A
BCA Select, LLC - Series 1 - Tiger Global Long Opportunities
File 021-386533
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
Private Equity - LE VII, L.P.
File 021-562776
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2025 D
Director Investors Fund L.L.C. - Series BR-VI
File 021-557908
$0$0$0 (est.)
An affiliate of the Issuer's manager may be entitled to receive a management fee or an advisory fee in accordance with the Issuer's governing documentation, as amended from time to time.
None listed on this filingEDGAR ↗
Sep 18, 2025 D
Director Investors Fund L.L.C. - Series BR-VI (TE)
File 021-557913
$0$0$0 (est.)
An affiliate of the Issuer's manager may be entitled to receive a management fee or an advisory fee in accordance with the Issuer's governing documentation, as amended from time to time.
None listed on this filingEDGAR ↗
Mar 28, 2025 D/A
Cresset Private Markets, LLC - Series 3
File 021-395871
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Mar 20, 2025 D
Direct Investors Fund, L.L.C. - Series CLO III
File 021-541610
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 20, 2025 D
Direct Investors Fund, L.L.C. - Series CLO TE III
File 021-541614
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 21, 2025 D/A
Cresset Private Markets, LLC - Series 11
File 021-505897
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Feb 21, 2025 D/A
Cresset Private Markets, LLC - Series 12
File 021-505941
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Jan 31, 2025 D
Private Equity 2025 Fund, L.P.
File 021-537042
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 13, 2024 D/A
Cresset Private Markets, LLC- Series 7
File 021-429020
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Nov 15, 2024 D
Cresset Private Markets, LLC - Series 17
File 021-529539
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Nov 15, 2024 D
Cresset Private Markets, LLC - Series 18 (Tax Exempt Feeder)
File 021-529540
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Aug 13, 2024 D
Cresset Private Markets, LLC - Series 15
File 021-521380
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Aug 13, 2024 D
Cresset Private Markets, LLC - Series 16 (Tax-Exempt Feeder)
File 021-521381
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Aug 6, 2024 D/A
BCA Select, LLC - Series 4
File 021-412309
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Jul 8, 2024 D
Cresset Private Markets, LLC - Series 14
File 021-517969
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Jun 21, 2024 D/A
Cresset Private Markets, LLC- Series 10
File 021-484846
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
May 30, 2024 D/A
Cresset Private Markets, LLC - Series 5
File 021-404400
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
May 4, 2023 D/A
Cresset Private Markets, LLC - Series 4
File 021-400642
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Apr 3, 2023 D/A
Cresset Private Markets, LLC - Series 1
File 021-397703
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Mar 24, 2023 D/A
Cresset Private Markets, LLC - Series 2
File 021-393851
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Mar 24, 2023 D/A
Cresset Private Markets, LLC - Series 8
File 021-438692
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Feb 6, 2023 D/A
Altair CHP Fund II, LLC
File 021-256623
$0$0$0 (est.)First Republic Securities Company, LLC BrokerCheck CRD 105108 ↗
via First Republic Securities Company, LLC (CRD 105108 ↗)
EDGAR ↗
Feb 6, 2023 D/A
Altair CHP Offshore Fund II, Ltd.
File 021-256624
$0$0$19,500 (est.)
Reflects an estimate of the annual amount paid to directors.
First Republic Securities Company, LLC BrokerCheck CRD 105108 ↗
via First Republic Securities Company, LLC (CRD 105108 ↗)
EDGAR ↗
Jan 12, 2023 D/A
BCA Select, LLC- Series 5
File 021-429023
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Oct 24, 2022 D/A
BCA Private Markets, LLC- Series 6
File 021-419353
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Oct 19, 2022 D/A
Altair CHP Fund, LLC
File 021-151707
$0$0$0 (est.)First Republic Securities Company, LLC BrokerCheck CRD 105108 ↗
via First Republic Securities Company, LLC (CRD 105108 ↗)
EDGAR ↗
Mar 24, 2022 D
BCA Private Markets, LLC- Series 9
File 021-438696
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 47 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Cresset in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM 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; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗AC Altair CHP Fund, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund16$789,520,950
offering Indefinite · similar: $155,000–$5,250,000
243
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2026
EDGAR ↗MG Meristem Global Equity Fund LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund14$278,088,000
offering Indefinite · similar: $155,000–$5,250,000
189
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2026
EDGAR ↗AC Altair CHP Offshore Fund II, Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund11$48,380,334
offering Indefinite · similar: $155,000–$5,250,000
42
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2026
EDGAR ↗AC Altair CHP Fund II, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund11$116,285,000
offering Indefinite · similar: $155,000–$5,250,000
205
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2026
EDGAR ↗CH Cresset High Yield Municipal Fund, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund10$233,115,501
offering Indefinite · similar: $155,000–$5,250,000
247
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2026
EDGAR ↗BS BCA Select, LLC - Series 2 - Redwood Opportunityshared management entityATLANTA, GAPooled Investment Fund6$82,880,000
offering Indefinite · similar: $155,000–$5,250,000
97
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2026
EDGAR ↗BS BCA Select, LLC - Series 1 - Tiger Global Long Opportunitiesshared management entityATLANTA, GAPooled Investment Fund6$41,945,000
offering Indefinite · similar: $155,000–$5,250,000
57
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2026
EDGAR ↗CP Cresset Private Markets, LLC - Series 2shared management entity, similar issuer namesATLANTA, GAPooled Investment Fund3$45,850,000
offering Indefinite · similar: $155,000–$5,250,000
66
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗BS BCA Select, LLC - Series 3 - Junto Capital Partnersshared management entityATLANTA, GAPooled Investment Fund6$14,250,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2026
EDGAR ↗CP Cresset Private Markets, LLC - Series 3shared management entity, similar issuer namesATLANTA, GAPooled Investment Fund5$92,390,000
offering Indefinite · similar: $155,000–$5,250,000
84
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2025
EDGAR ↗CP Cresset Private Markets, LLC - Series 1shared management entity, similar issuer namesATLANTA, GAPooled Investment Fund3$140,010,000
offering Indefinite · similar: $155,000–$5,250,000
171
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗CP Cresset Private Markets, LLC - Series 4shared management entity, similar issuer namesATLANTA, GAPooled Investment Fund3$32,285,000
offering Indefinite · similar: $155,000–$5,250,000
29
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗CP Cresset Private Markets, LLC - Series 5shared management entity, similar issuer namesATLANTA, GAPooled Investment Fund4$48,240,000
offering Indefinite · similar: $155,000–$5,250,000
55
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2024
EDGAR ↗BS BCA Select, LLC - Series 4shared management entityATLANTA, GAPooled Investment Fund4$20,000,000
offering Indefinite · similar: $155,000–$5,250,000
28
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2024
EDGAR ↗BP BCA Private Markets, LLC- Series 6shared management entity, similar issuer namesATLANTA, GAPooled Investment Fund2$56,900,000
offering Indefinite · similar: $155,000–$5,250,000
88
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2022
EDGAR ↗CP Cresset Private Markets, LLC- Series 7shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund4$71,955,000
offering Indefinite · similar: $155,000–$5,250,000
153
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2024
EDGAR ↗BS BCA Select, LLC- Series 5shared management entityATLANTA, GAPooled Investment Fund2$76,506,496
offering Indefinite · similar: $155,000–$5,250,000
80
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗CP Cresset Private Markets, LLC - Series 8shared management entity, similar issuer namesATLANTA, GAPooled Investment Fund2$15,300,000
offering Indefinite · similar: $155,000–$5,250,000
27
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗BP BCA Private Markets, LLC- Series 9shared management entity, similar issuer namesATLANTA, GAPooled Investment Fund1$5,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗CP Cresset Private Markets, LLC- Series 10shared management entity, similar issuer namesATLANTA, GAPooled Investment Fund2$14,030,000
offering Indefinite · similar: $155,000–$5,250,000
32
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2024
EDGAR ↗CP Cresset Private Markets, LLC - Series 11shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund2$14,500,000
offering Indefinite · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗CP Cresset Private Markets, LLC - Series 12shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund2$18,700,000
offering Indefinite · similar: $155,000–$5,250,000
36
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗CP Cresset Private Markets, LLC - Series 14shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund1$92,425,000
offering Indefinite · similar: $155,000–$5,250,000
171
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗CP Cresset Private Markets, LLC - Series 15shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund1$73,300,000
offering Indefinite · similar: $155,000–$5,250,000
68
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗CP Cresset Private Markets, LLC - Series 16 (Tax-Exempt Feeder)shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund1$32,100,000
offering Indefinite · similar: $155,000–$5,250,000
39
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗CP Cresset Private Markets, LLC - Series 17shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗CP Cresset Private Markets, LLC - Series 18 (Tax Exempt Feeder)shared management entity, similar issuer namesCHICAGO, ILPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗PE Private Equity 2025 Fund, L.P.shared people, shared management entityDALLAS, TXPooled Investment Fund1$8,000,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗DI Direct Investors Fund, L.L.C. - Series CLO TE IIIshared people, shared management entity, similar issuer namesDALLAS, TXPooled Investment Fund1$2,500,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗DI Direct Investors Fund, L.L.C. - Series CLO IIIshared people, shared management entity, similar issuer namesDALLAS, TXPooled Investment Fund1$36,625,000
offering Indefinite · similar: $155,000–$5,250,000
24
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗DI Director Investors Fund L.L.C. - Series BR-VIshared people, shared management entity, similar issuer namesDALLAS, TXPooled Investment Fund1$76,700,000
offering Indefinite · similar: $155,000–$5,250,000
107
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗DI Director Investors Fund L.L.C. - Series BR-VI (TE)shared people, shared management entity, similar issuer namesDALLAS, TXPooled Investment Fund1$11,500,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗PE Private Equity - LE VII, L.P.shared people, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗PE Private Equity - LC Middle Market I Anchor (TE), L.P.shared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗PE Private Equity - LC Middle Market I Anchor, L.P.shared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗RE Real Estate - PP III, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗PE Private Equity - Layer Global I (TE), L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗PE Private Equity - Layer Global I, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗VO Venture Opportunity Series Fund, L.P. - Series 1shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗VO Venture Opportunity Series Fund, L.P. - Series 2shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗SV Stonelake VIII Access Fund, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗DI Direct Investment Fund IV Tax-Exempt L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗DI Direct Investment Fund IV, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗MO Mtge Opportunities Fund, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗PE Private Equity - PX3 Fund II, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗VC Venture Capital Access Fund 1, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$27,015,000
offering Indefinite · similar: $155,000–$5,250,000
60
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗PE Private Equity - FP Infra V, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entitySAN FRANCISCO, CAPooled Investment Fund1$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); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 23, 2026Private Equity - FP Infra V, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 15, 2026Venture Capital Access Fund 1, L.P.DPooled Investment FundIndefinite$27,015,000
EDGAR ↗Sep 2, 2026Private Equity - PX3 Fund II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 17, 2026Mtge Opportunities Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 30, 2026Direct Investment Fund IV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 30, 2026Direct Investment Fund IV Tax-Exempt L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 9, 2026Stonelake VIII Access Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 29, 2026Altair CHP Fund II, LLCD/APooled Investment FundIndefinite$10,150,000
EDGAR ↗May 29, 2026Altair CHP Offshore Fund II, Ltd.D/APooled Investment FundIndefinite$24,700,000
EDGAR ↗May 29, 2026Altair CHP Fund, LLCD/APooled Investment FundIndefinite$187,200,000
EDGAR ↗May 13, 2026Venture Opportunity Series Fund, L.P. - Series 2DPooled Investment FundIndefinite$0
EDGAR ↗Apr 21, 2026Venture Opportunity Series Fund, L.P. - Series 1DPooled Investment FundIndefinite$0
EDGAR ↗Apr 6, 2026Private Equity - Layer Global I, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 6, 2026Private Equity - Layer Global I (TE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 2, 2026BCA Select, LLC - Series 3 - Junto Capital PartnersD/APooled Investment FundIndefinite$14,250,000
EDGAR ↗Mar 11, 2026Real Estate - PP III, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 28, 2026Cresset High Yield Municipal Fund, LLCD/APooled Investment FundIndefinite$233,115,501
EDGAR ↗Jan 28, 2026Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$278,088,000
EDGAR ↗Jan 20, 2026Private Equity - LC Middle Market I Anchor, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 20, 2026Private Equity - LC Middle Market I Anchor (TE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 9, 2026BCA Select, LLC - Series 2 - Redwood OpportunityD/APooled Investment FundIndefinite$82,880,000
EDGAR ↗Jan 8, 2026BCA Select, LLC - Series 1 - Tiger Global Long OpportunitiesD/APooled Investment FundIndefinite$41,945,000
EDGAR ↗Nov 3, 2025Private Equity - LE VII, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 18, 2025Director Investors Fund L.L.C. - Series BR-VI (TE)DPooled Investment FundIndefinite$11,500,000
EDGAR ↗Sep 18, 2025Director Investors Fund L.L.C. - Series BR-VIDPooled Investment FundIndefinite$76,700,000
EDGAR ↗May 15, 2025Altair CHP Fund, LLCD/APooled Investment FundIndefinite$127,850,000
EDGAR ↗May 15, 2025Altair CHP Offshore Fund II, Ltd.D/APooled Investment FundIndefinite$2,700,000
EDGAR ↗May 15, 2025Altair CHP Fund II, LLCD/APooled Investment FundIndefinite$3,100,000
EDGAR ↗Apr 2, 2025BCA Select, LLC - Series 3 - Junto Capital PartnersD/APooled Investment FundIndefinite$14,250,000
EDGAR ↗Mar 28, 2025Cresset Private Markets, LLC - Series 3D/APooled Investment FundIndefinite$92,390,000
EDGAR ↗Mar 20, 2025Direct Investors Fund, L.L.C. - Series CLO TE IIIDPooled Investment FundIndefinite$2,500,000
EDGAR ↗Mar 20, 2025Direct Investors Fund, L.L.C. - Series CLO IIIDPooled Investment FundIndefinite$36,625,000
EDGAR ↗Feb 21, 2025Cresset Private Markets, LLC - Series 12D/APooled Investment FundIndefinite$18,700,000
EDGAR ↗Feb 21, 2025Cresset Private Markets, LLC - Series 11D/APooled Investment FundIndefinite$14,500,000
EDGAR ↗Jan 31, 2025Private Equity 2025 Fund, L.P.DPooled Investment FundIndefinite$8,000,000
EDGAR ↗Jan 29, 2025Cresset High Yield Municipal Fund, LLCD/APooled Investment FundIndefinite$205,160,501
EDGAR ↗Jan 29, 2025Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$262,808,000
EDGAR ↗Jan 10, 2025BCA Select, LLC - Series 2 - Redwood OpportunityD/APooled Investment FundIndefinite$80,432,500
EDGAR ↗Jan 8, 2025BCA Select, LLC - Series 1 - Tiger Global Long OpportunitiesD/APooled Investment FundIndefinite$41,945,000
EDGAR ↗Dec 13, 2024Cresset Private Markets, LLC- Series 7D/APooled Investment FundIndefinite$71,955,000
EDGAR ↗Nov 15, 2024Cresset Private Markets, LLC - Series 18 (Tax Exempt Feeder)DPooled Investment FundIndefinite$0
EDGAR ↗Nov 15, 2024Cresset Private Markets, LLC - Series 17DPooled Investment FundIndefinite$0
EDGAR ↗Aug 13, 2024Cresset Private Markets, LLC - Series 16 (Tax-Exempt Feeder)DPooled Investment FundIndefinite$32,100,000
EDGAR ↗Aug 13, 2024Cresset Private Markets, LLC - Series 15DPooled Investment FundIndefinite$73,300,000
EDGAR ↗Aug 6, 2024BCA Select, LLC - Series 4D/APooled Investment FundIndefinite$20,000,000
EDGAR ↗Jul 8, 2024Cresset Private Markets, LLC - Series 14DPooled Investment FundIndefinite$92,425,000
EDGAR ↗Jun 21, 2024Cresset Private Markets, LLC- Series 10D/APooled Investment FundIndefinite$14,030,000
EDGAR ↗May 30, 2024Cresset Private Markets, LLC - Series 5D/APooled Investment FundIndefinite$48,240,000
EDGAR ↗May 20, 2024Altair CHP Fund, LLCDPooled Investment FundIndefinite$0
EDGAR ↗May 20, 2024Altair CHP Offshore Fund II, Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗May 15, 2024Altair CHP Fund II, LLCDPooled Investment FundIndefinite$2,000,000
EDGAR ↗Apr 2, 2024BCA Select, LLC - Series 3 - Junto Capital PartnersD/APooled Investment FundIndefinite$14,250,000
EDGAR ↗Mar 29, 2024Cresset Private Markets, LLC - Series 3D/APooled Investment FundIndefinite$92,390,000
EDGAR ↗Feb 23, 2024Cresset Private Markets, LLC - Series 12DPooled Investment FundIndefinite$0
EDGAR ↗Feb 22, 2024Cresset Private Markets, LLC - Series 11DPooled Investment FundIndefinite$14,500,000
EDGAR ↗Jan 30, 2024Cresset High Yield Municipal Fund, LLCD/APooled Investment FundIndefinite$180,918,001
EDGAR ↗Jan 30, 2024Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$247,508,001
EDGAR ↗Jan 12, 2024BCA Select, LLC - Series 2 - Redwood OpportunityD/APooled Investment FundIndefinite$71,805,000
EDGAR ↗Jan 9, 2024BCA Select, LLC - Series 1 - Tiger Global Long OpportunitiesD/APooled Investment FundIndefinite$41,945,000
EDGAR ↗Dec 14, 2023Cresset Private Markets, LLC- Series 7D/APooled Investment FundIndefinite$34,550,000
EDGAR ↗Aug 16, 2023BCA Select, LLC - Series 4D/APooled Investment FundIndefinite$20,000,000
EDGAR ↗Jun 22, 2023Cresset Private Markets, LLC- Series 10DPooled Investment FundIndefinite$0
EDGAR ↗Jun 5, 2023Cresset Private Markets, LLC - Series 5D/APooled Investment FundIndefinite$48,240,000
EDGAR ↗May 4, 2023Cresset Private Markets, LLC - Series 4D/APooled Investment FundIndefinite$32,285,000
EDGAR ↗Apr 7, 2023BCA Select, LLC - Series 3 - Junto Capital PartnersD/APooled Investment FundIndefinite$14,250,000
EDGAR ↗Apr 3, 2023Cresset Private Markets, LLC - Series 3D/APooled Investment FundIndefinite$91,940,000
EDGAR ↗Apr 3, 2023Cresset Private Markets, LLC - Series 1D/APooled Investment FundIndefinite$140,010,000
EDGAR ↗Mar 24, 2023Cresset Private Markets, LLC - Series 8D/APooled Investment FundIndefinite$15,300,000
EDGAR ↗Mar 24, 2023Cresset Private Markets, LLC - Series 2D/APooled Investment FundIndefinite$45,850,000
EDGAR ↗Feb 6, 2023Altair CHP Fund II, LLCD/APooled Investment FundIndefinite$116,285,000
EDGAR ↗Feb 6, 2023Altair CHP Offshore Fund II, Ltd.D/APooled Investment FundIndefinite$48,380,334
EDGAR ↗Jan 30, 2023Cresset High Yield Municipal Fund, LLCD/APooled Investment FundIndefinite$168,573,001
EDGAR ↗Jan 30, 2023Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$237,053,001
EDGAR ↗Jan 13, 2023BCA Select, LLC - Series 2 - Redwood OpportunityD/APooled Investment FundIndefinite$72,055,000
EDGAR ↗Jan 12, 2023BCA Select, LLC- Series 5D/APooled Investment FundIndefinite$76,506,496
EDGAR ↗Jan 9, 2023BCA Select, LLC - Series 1 - Tiger Global Long OpportunitiesD/APooled Investment FundIndefinite$41,945,000
EDGAR ↗Jan 9, 2023Cresset Private Markets, LLC- Series 7D/APooled Investment FundIndefinite$14,500,000
EDGAR ↗Oct 24, 2022BCA Private Markets, LLC- Series 6D/APooled Investment FundIndefinite$56,900,000
EDGAR ↗Oct 19, 2022Altair CHP Fund, LLCD/APooled Investment FundIndefinite$789,520,950
EDGAR ↗Aug 19, 2022BCA Select, LLC - Series 4D/APooled Investment FundIndefinite$20,000,000
EDGAR ↗Jun 23, 2022Cresset Private Markets, LLC - Series 5D/APooled Investment FundIndefinite$45,240,000
EDGAR ↗May 20, 2022Cresset Private Markets, LLC - Series 4D/APooled Investment FundIndefinite$32,285,000
EDGAR ↗Apr 28, 2022Cresset Private Markets, LLC - Series 1D/APooled Investment FundIndefinite$135,210,000
EDGAR ↗Apr 14, 2022BCA Select, LLC - Series 3 - Junto Capital PartnersD/APooled Investment FundIndefinite$14,000,000
EDGAR ↗Apr 14, 2022Cresset Private Markets, LLC - Series 3D/APooled Investment FundIndefinite$80,340,000
EDGAR ↗Mar 29, 2022Cresset Private Markets, LLC - Series 2D/APooled Investment FundIndefinite$45,600,000
EDGAR ↗Mar 24, 2022BCA Private Markets, LLC- Series 9DPooled Investment FundIndefinite$5,000,000
EDGAR ↗Mar 24, 2022Cresset Private Markets, LLC - Series 8DPooled Investment FundIndefinite$15,300,000
EDGAR ↗Feb 4, 2022Altair CHP Offshore Fund II, Ltd.D/APooled Investment FundIndefinite$47,380,334
EDGAR ↗Feb 4, 2022Altair CHP Fund II, LLCD/APooled Investment FundIndefinite$112,010,000
EDGAR ↗Jan 28, 2022Cresset High Yield Municipal Fund, LLCD/APooled Investment FundIndefinite$158,204,334
EDGAR ↗Jan 28, 2022Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$192,704,334
EDGAR ↗Jan 14, 2022BCA Select, LLC - Series 2 - Redwood OpportunityD/APooled Investment FundIndefinite$55,865,000
EDGAR ↗Jan 14, 2022BCA Select, LLC - Series 1 - Tiger Global Long OpportunitiesD/APooled Investment FundIndefinite$40,695,000
EDGAR ↗Jan 12, 2022BCA Select, LLC- Series 5DPooled Investment FundIndefinite$37,376,666
EDGAR ↗Jan 12, 2022Cresset Private Markets, LLC- Series 7DPooled Investment FundIndefinite$12,250,000
EDGAR ↗Nov 1, 2021BCA Private Markets, LLC- Series 6DPooled Investment FundIndefinite$32,150,000
EDGAR ↗Oct 19, 2021Altair CHP Fund, LLCD/APooled Investment FundIndefinite$783,501,000
EDGAR ↗Sep 3, 2021BCA Select, LLC - Series 4DPooled Investment FundIndefinite$12,900,000
EDGAR ↗Jun 28, 2021Cresset Private Markets, LLC - Series 5DPooled Investment FundIndefinite$31,040,000
EDGAR ↗May 25, 2021Cresset Private Markets, LLC - Series 4DPooled Investment FundIndefinite$28,285,000
EDGAR ↗Apr 29, 2021Cresset Private Markets, LLC - Series 1DPooled Investment FundIndefinite$30,890,000
EDGAR ↗Apr 14, 2021Cresset Private Markets, LLC - Series 3DPooled Investment FundIndefinite$22,690,000
EDGAR ↗Apr 14, 2021BCA Select, LLC - Series 3 - Junto Capital PartnersDPooled Investment FundIndefinite$13,000,000
EDGAR ↗Mar 29, 2021Cresset Private Markets, LLC - Series 2DPooled Investment FundIndefinite$45,600,000
EDGAR ↗Feb 4, 2021Altair CHP Fund II, LLCD/APooled Investment FundIndefinite$96,110,000
EDGAR ↗Feb 4, 2021Altair CHP Offshore Fund II, Ltd.D/APooled Investment FundIndefinite$44,010,333
EDGAR ↗Jan 27, 2021Cresset High Yield Municipal Fund, LLCD/APooled Investment FundIndefinite$106,471,000
EDGAR ↗Jan 27, 2021Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$154,891,500
EDGAR ↗Jan 15, 2021BCA Select, LLC - Series 2 - Redwood OpportunityDPooled Investment FundIndefinite$3,850,000
EDGAR ↗Jan 15, 2021BCA Select, LLC - Series 1 - Tiger Global Long OpportunitiesDPooled Investment FundIndefinite$16,325,000
EDGAR ↗Oct 19, 2020Altair CHP Fund, LLCD/APooled Investment FundIndefinite$753,006,000
EDGAR ↗Feb 4, 2020Altair CHP Offshore Fund II, Ltd.D/APooled Investment FundIndefinite$34,075,558
EDGAR ↗Feb 4, 2020Altair CHP Fund II, LLCD/APooled Investment FundIndefinite$58,875,000
EDGAR ↗Jan 27, 2020Cresset High Yield Municipal Fund, LLCD/APooled Investment FundIndefinite$85,170,000
EDGAR ↗Jan 27, 2020Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$132,246,500
EDGAR ↗Oct 17, 2019Altair CHP Fund, LLCD/APooled Investment FundIndefinite$721,961,000
EDGAR ↗Feb 4, 2019Altair CHP Offshore Fund II, Ltd.D/APooled Investment FundIndefinite$32,550,558
EDGAR ↗Feb 4, 2019Altair CHP Fund II, LLCD/APooled Investment FundIndefinite$32,425,000
EDGAR ↗Feb 1, 2019Cresset High Yield Municipal Fund, LLCD/APooled Investment FundIndefinite$66,275,000
EDGAR ↗Feb 1, 2019Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$112,146,500
EDGAR ↗Oct 18, 2018Altair CHP Fund, LLCD/APooled Investment FundIndefinite$720,761,000
EDGAR ↗Jun 11, 2018Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$101,134,500
EDGAR ↗Jun 7, 2018Cresset High Yield Municipal Fund, LLCD/APooled Investment FundIndefinite$55,400,000
EDGAR ↗Feb 2, 2018Altair CHP Offshore Fund II, Ltd.D/APooled Investment FundIndefinite$28,200,588
EDGAR ↗Feb 2, 2018Altair CHP Fund II, LLCD/APooled Investment FundIndefinite$40,525,588
EDGAR ↗Oct 18, 2017Altair CHP Fund, LLCD/APooled Investment FundIndefinite$786,020,764
EDGAR ↗Jun 16, 2017Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$94,943,250
EDGAR ↗Jun 8, 2017Cresset High Yield Municipal Fund, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Feb 3, 2017Altair CHP Fund II, LLCD/APooled Investment FundIndefinite$31,532,573
EDGAR ↗Feb 3, 2017Altair CHP Offshore Fund II, Ltd.D/APooled Investment FundIndefinite$27,700,588
EDGAR ↗Oct 18, 2016Altair CHP Fund, LLCD/APooled Investment FundIndefinite$786,020,764
EDGAR ↗Jun 17, 2016Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$83,578,250
EDGAR ↗Feb 3, 2016Altair CHP Offshore Fund II, Ltd.DPooled Investment FundIndefinite$20,000,000
EDGAR ↗Feb 3, 2016Altair CHP Fund II, LLCDPooled Investment FundIndefinite$19,649,985
EDGAR ↗Oct 16, 2015Altair CHP Fund, LLCD/APooled Investment FundIndefinite$612,011,000
EDGAR ↗Jun 25, 2015Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$72,983,250
EDGAR ↗Dec 11, 2014Altair CHP Fund, LLCD/APooled Investment FundIndefinite$493,151,000
EDGAR ↗Jun 24, 2014Meristem Global Equity Fund LLCD/APooled Investment FundIndefinite$68,903,250
EDGAR ↗Dec 12, 2013Altair CHP Fund, LLCD/APooled Investment FundIndefinite$398,763,000
EDGAR ↗Jun 25, 2013Meristem Global Equity Fund LLCDPooled Investment FundIndefinite$61,645,750
EDGAR ↗Dec 13, 2012Altair CHP Fund, LLCD/APooled Investment FundIndefinite$347,403,000
EDGAR ↗Dec 13, 2011Altair CHP Fund, LLCD/APooled Investment FundIndefinite$297,925,000
EDGAR ↗Dec 10, 2010Altair CHP Fund, LLCDPooled Investment FundIndefinite$184,425,000

Activity: 15 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 23, 2026. Industry history, as reported on each offering's latest filing: All 50 offerings reported: Pooled Investment Fund (2010–2026).

People across the group

NameRolesIssuers hereFirst → last listed
CF Cresset Fund Investment Management Services, LLC entityDirector, Executive Officer, Promoter21Apr 28, 2022 → Apr 2, 2026
AS Avy SteinExecutive Officer, Promoter17Jan 30, 2023 → Sep 23, 2026
EB Eric BeckerExecutive Officer, Promoter17Jan 30, 2023 → Sep 23, 2026
MS Michael R. SilvermanExecutive Officer, Promoter16Jan 31, 2025 → Sep 23, 2026
CP Cresset Partners, LLC entityExecutive Officer, Promoter15Jan 12, 2022 → Dec 13, 2024
AC a Delaware Corporation Cresset Control CorporationExecutive Officer12Nov 3, 2025 → Sep 23, 2026
CB Cresset BCA Fund Management Services, LLC entityExecutive Officer, Promoter9Jan 12, 2022 → Apr 2, 2024
BC Berman Capital Advisors, LLC entityExecutive Officer, Promoter9Jan 15, 2021 → Aug 19, 2022
CA Cresset Asset Management, LLC entityExecutive Officer, Promoter7Nov 1, 2021 → Apr 2, 2026
CC Cresset Control Corporation entityExecutive Officer, Promoter6May 29, 2026 → Sep 15, 2026
CA Cresset Asset Management, LLC entityExecutive Officer6May 15, 2025 → Sep 15, 2026
CC Cresset Control Corporation entityDirector, Executive Officer5Jan 31, 2025 → Sep 18, 2025
WR William A. RudnickExecutive Officer5Jan 30, 2023 → May 15, 2025
CC Cresset CHIP Private Equity GP, LLC entityDirector4Mar 20, 2025 → Sep 18, 2025
MS Mike SilvermanExecutive Officer, Promoter3May 29, 2026 → May 29, 2026
BB Ben BatesExecutive Officer, Promoter3Nov 3, 2025 → Jan 20, 2026
DT Diane TobinExecutive Officer3Jan 31, 2025 → Mar 20, 2025
CF Cresset Fund Investment Management Services, LLC entityDirector3Jan 31, 2025 → Mar 20, 2025
NG Noel GoudreauExecutive Officer3Jan 31, 2025 → Mar 20, 2025
DI Direct Investment Fund IV GP, L.L.C. entityPromoter2Jun 30, 2026 → Jun 30, 2026
DM David MillsExecutive Officer2Jan 30, 2023 → Jan 28, 2026
SA Sarah AdamsExecutive Officer2Sep 18, 2025 → Sep 18, 2025
CA Cresset Asset Management, LLC entityDirector2Sep 18, 2025 → Sep 18, 2025
CB Cresset BCA Fund Management Services, LLC entityExecutive Officer, Promoter2Jan 14, 2022 → Jan 12, 2024
CM Charles Volkhardt MooreDirector2Oct 16, 2015 → Feb 6, 2023
JC James P. Conn Sr.Director2Oct 16, 2015 → Feb 6, 2023
PG Paul W. GardnerDirector2Feb 4, 2020 → Feb 6, 2023
EM Elizabeth M. MonroeDirector2Feb 4, 2020 → Feb 6, 2023
MF Meristem Family Wealth, LLC entityDirector, Promoter2Jun 8, 2017 → Jan 28, 2022
JC Jon K. CrowExecutive Officer2Jan 27, 2020 → Jan 28, 2022
CM Charles MaxwellExecutive Officer2Jan 27, 2020 → Jan 28, 2022
PR Patrick ReganExecutive Officer2Jan 27, 2020 → Jan 28, 2022
AO Andrew OhmanExecutive Officer2Jan 27, 2020 → Jan 28, 2022
CJ Craig JoraschDirector2Oct 16, 2015 → Feb 4, 2019
JR James M. RobbinsExecutive Officer2Jun 8, 2017 → Feb 1, 2019
VC Venture Capital Access Fund 1 GP, LLC entityPromoter1Sep 15, 2026 → Sep 15, 2026
CF Cresset Fund Investment Management Services, LLC entityExecutive Officer, Promoter1Aug 16, 2023 → Aug 6, 2024
CB Cresset BCA Fund Investment Management Services, LLC entityExecutive Officer, Promoter1Dec 14, 2023 → Dec 14, 2023
CP Cresset Partners, LLC entityExecutive Officer, Promoter1Mar 24, 2023 → Mar 24, 2023
CB Cresset BCA Fund Management, LLC entityExecutive Officer, Promoter1Mar 24, 2023 → Mar 24, 2023
CR Claris RuwendeDirector1Feb 6, 2023 → Feb 6, 2023
RR Robert K RoskophDirector1Feb 3, 2016 → Feb 6, 2023
KP Kevin A. PhillipDirector1Feb 3, 2016 → Feb 6, 2023
RH Roger H. HansonDirector1Feb 3, 2016 → Feb 4, 2022
EM Elizabeth M. MooreDirector1Oct 19, 2020 → Oct 19, 2020
ML Meristem, LLP entityPromoter1Jun 25, 2013 → Feb 1, 2019
JH Jocelyn HenkensiefkenExecutive Officer1Jun 25, 2013 → Jun 17, 2016
SK Sam KatzmanPromoter1Dec 10, 2010 → Dec 11, 2014
JG Jon GoldsteinPromoter, Executive Officer1Dec 10, 2010 → Dec 11, 2014
PT Paul TramontanoExecutive Officer, Promoter1Dec 11, 2014 → Dec 11, 2014
CH Constellation Hedge General Partners LLC entityExecutive Officer1Dec 11, 2014 → Dec 11, 2014
PT Paul E. TaramontanoPromoter, Executive Officer1Dec 10, 2010 → Dec 12, 2013

Business registration (state registry / Secretary of State)

None of the 30 issuers (first 30 of 47 issuers checked; each issuer page has its own record) has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

CRESSET ASSET MANAGEMENT, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jul 10, 2017 · SEC file 801-110753 · Main office: CHICAGO, IL · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $78,936,263,960 as reported on Form ADV filed Aug 13, 2026 (Item 5.F(2)(c)) · 32,894 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/the-connable-office-inc ↗

Item 11 disclosure questions as answered on Form ADV filed Aug 13, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

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

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

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