PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:53 AM ET

Sponsor Check › Sponsor group

Cupola

36 issuers linked to one sponsor · ENGLEWOOD, CO

Grouped because: 2 shared people, same business address (36 issuers), similar issuer names (31) (automatic match from the filings) ·Not the same sponsor? Request a correction

36issuers
49Form D filings
$258,074,697total sold (sum of latest per issuer)
979investors (sum of max per issuer)
2009–2026active
2new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Apr 27, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:25 AM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:25 AM ET.

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

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:25 AM ET.

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

4. Differences between public sources

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.

5. Money to insiders and sales commissions

0 of 42 offerings report sales commissions; 0 report finder's fees; 40 report proceeds to related persons totalling $1,739,510. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Apr 27, 2026 D
File 021-581872
$0$0$84,000 (est.)None listed on this filing
EDGAR ↗Jan 29, 2026 D
File 021-571667
$0$0$155,000 (est.)None listed on this filing
EDGAR ↗Sep 3, 2025 D
File 021-556478
$0$0$25,000 (est.)None listed on this filing
EDGAR ↗May 8, 2025 D
File 021-545506
$0$0$100,000 (est.)None listed on this filing
EDGAR ↗Apr 8, 2024 D
File 021-509863
$0$0$120,000 (est.)None listed on this filing
EDGAR ↗Feb 7, 2022 D
File 021-432572
$0$0$90,000 (est.)None listed on this filing
EDGAR ↗Dec 10, 2021 D
File 021-424448
$0$0$5,000 (est.)None listed on this filing
EDGAR ↗Aug 4, 2021 D
File 021-408768
$0$0$10,000 (est.)None listed on this filing
EDGAR ↗Nov 5, 2020 D
File 021-379793
$0$0$90,000 (est.)None listed on this filing
EDGAR ↗Jan 6, 2020 D
File 021-357214
$0$0$5,000 (est.)None listed on this filing
EDGAR ↗Jul 3, 2019 D
File 021-343521
$0$0$55,000None listed on this filing
EDGAR ↗Mar 26, 2019 D
File 021-335633
$0$0$5,000None listed on this filing
EDGAR ↗Dec 21, 2017 D
File 021-301346
$0$0$7,600None listed on this filing
EDGAR ↗May 10, 2017 D/A
File 021-243446
$0$0$15,770 (est.)None listed on this filing
EDGAR ↗May 10, 2017 D/A
File 021-259782
$0$0$3,900 (est.)None listed on this filing
EDGAR ↗May 10, 2017 D/A
File 021-269639
$0$0$6,500 (est.)None listed on this filing
EDGAR ↗May 9, 2017 D/A
File 021-278382
$0$0$156,000 (est.)None listed on this filing
EDGAR ↗May 9, 2017 D/A
File 021-279957
$0$0$158,000 (est.)None listed on this filing
EDGAR ↗May 9, 2017 D/A
File 021-282759
$0$0$4,900 (est.)None listed on this filing
EDGAR ↗May 9, 2017 D/A
File 021-283647
$0$0$40,000 (est.)None listed on this filing
EDGAR ↗Dec 23, 2015 D
File 021-253744
$0$0$61,740 (est.)None listed on this filing
EDGAR ↗Apr 21, 2015 D
File 021-238320
$0$0$0None listed on this filing
EDGAR ↗Oct 3, 2013 D
File 021-203941
$0$0$39,000 (est.)None listed on this filing
EDGAR ↗Oct 3, 2013 D
File 021-203937
$0$0$38,500 (est.)None listed on this filing
EDGAR ↗Aug 27, 2013 D
File 021-201921
$0$0$0 (est.)
1% of funds raised used as payment to Managing Member to cover organizational expenses including legal fees relating to the formation of the fund.
None listed on this filing
EDGAR ↗Jan 16, 2013 D
File 021-190403
$0$0$5,600 (est.)None listed on this filing
EDGAR ↗Sep 12, 2012 D
File 021-184041
$0$0$4,900 (est.)None listed on this filing
EDGAR ↗Jun 8, 2012 D
File 021-179504
$0$0$30,000 (est.)None listed on this filing
EDGAR ↗Dec 28, 2011 D
File 021-170773
$0$0$60,000 (est.)None listed on this filing
EDGAR ↗Nov 23, 2011 D
File 021-169195
$0$0$58,000 (est.)None listed on this filing
EDGAR ↗Jan 7, 2011 D
File 021-153197
$0$0$28,500 (est.)
Payment to Officers, Directors and Affiliates
None listed on this filing
EDGAR ↗Jan 7, 2011 D
File 021-153272
$0$0$2,000 (est.)None listed on this filing
EDGAR ↗Jan 7, 2011 D
File 021-153281
$0$0$17,000 (est.)None listed on this filing
EDGAR ↗Oct 25, 2010 D
File 021-149552
$0$0$50,000 (est.)
Payment to Managing Member to cover organizational expenses including legal fees relating to the formation of the fund.
None listed on this filing
EDGAR ↗Oct 22, 2010 D
File 021-149455
$0$0$51,600 (est.)
Payment to General Partner to cover organizational expenses including legal fees relating to the formation of the fund.
None listed on this filing
EDGAR ↗Aug 10, 2010 D
File 021-146189
$0$0$10,000 (est.)
Payment to Officers, Directors and Affiliates
None listed on this filing
EDGAR ↗Aug 10, 2010 D
File 021-146196
$0$0$12,000 (est.)
Payment to Officers, Directors and Affiliates
None listed on this filing
EDGAR ↗Aug 10, 2010 D
File 021-146198
$0$0$7,500
Payment to Officers, Directors and Affiliates
None listed on this filing
EDGAR ↗Apr 16, 2010 D
File 021-140759
$0$0$7,500 (est.)
Payment to Officers, Directors and Affiliates
None listed on this filing
EDGAR ↗Apr 16, 2010 D
File 021-140763
$0$0$20,000 (est.)None listed on this filing
EDGAR ↗Apr 16, 2010 D
File 021-140765
$0$0$25,000 (est.)None listed on this filing
EDGAR ↗Aug 31, 2009 D
File 021-134059
$0$0$74,000 (est.)
Payment to General Partner to cover organizational expenses including legal fees relating to the formation of the fund.
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 36 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

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

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 12:53 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 ↗AMGIC Bank Fund I, LLLPshared people, same business address, similar issuer namesENGLEWOOD, COOther Banking and Financial Services1$7,250,00029$100,0002009–2009
EDGAR ↗APEX HEDGE FUND LLLPshared people, same business addressENGLEWOOD, COPooled Investment Fund3$1,968,60014$10,2002010–2011
EDGAR ↗ZENITH TECHNOLOGY HEDGE FUND LLLPshared people, same business addressENGLEWOOD, COPooled Investment Fund3$1,071,0004$102,0002010–2011
EDGAR ↗ASCENT SMALL CAP HEDGE FUND LLLPshared people, same business addressENGLEWOOD, COPooled Investment Fund3$1,734,0009$102,0002010–2011
EDGAR ↗Pilothouse Venture Fund VII, LLLPshared people, same business addressENGLEWOOD, COPooled Investment Fund1$5,160,00022$100,0002010–2010
EDGAR ↗Geothermal Energy Fund I, LLCshared people, same business address, similar issuer namesENGLEWOOD, COOther Energy1$5,061,15146$50,0002010–2010
EDGAR ↗Global Special Opportunties Fund I, LLLPshared people, same business addressENGLEWOOD, COPooled Investment Fund1$5,850,00015$100,0002011–2011
EDGAR ↗AMGIC VC Direct, LLLPshared people, same business address, similar issuer namesENGLEWOOD, COPooled Investment Fund1$6,110,00030$50,0002011–2011
EDGAR ↗AMGIC LS Direct, LLLPshared people, same business address, similar issuer namesENGLEWOOD, COPooled Investment Fund1$3,200,00019$50,0002012–2012
EDGAR ↗AMGIC Venture Fund VIII, LLLPshared people, same business address, similar issuer namesENGLEWOOD, COPooled Investment Fund1$4,900,00011$100,0002012–2012
EDGAR ↗AMGIC EE3 Energy Fund, LLLPshared people, same business address, similar issuer namesENGLEWOOD, COOil and Gas1$5,600,00013$50,0002013–2013
EDGAR ↗Geothermal Energy Fund II, LLCshared people, same business address, similar issuer namesENGLEWOOD, COOther Energy1$1,972,94639$3,0002013–2013
EDGAR ↗AMGIC VC Direct II, LLLPshared people, same business address, similar issuer namesENGLEWOOD, COPooled Investment Fund1$3,850,000
offering $5,000,000 · similar: $500,000–$16,420,250
18
similar: 2–28
$100,000
similar: $5,000–$100,000
2013–2013
EDGAR ↗AMGIC Revolution Direct, LLLPshared people, same business address, similar issuer namesEnglewood, COPooled Investment Fund1$3,900,000
offering $3,900,000 · similar: $500,000–$16,420,250
17
similar: 2–28
$100,000
similar: $5,000–$100,000
2013–2013
EDGAR ↗Cupola FS Direct, LLLPshared people, same business address, similar issuer namesENGLEWOOD, COPooled Investment Fund1$3,870,000
offering $3,870,000 · similar: $155,000–$5,250,000
27
similar: 4–27
$50,000
similar: $1,000–$100,000
2015–2015
EDGAR ↗Cupola Ventures IX, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund2$15,770,000
offering Indefinite · similar: $155,000–$5,250,000
66
similar: 4–27
$100,000
similar: $1,000–$100,000
2015–2017
EDGAR ↗Cupola Global Leasing, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$5,145,000
offering Indefinite · similar: $500,000–$16,420,250
20
similar: 2–28
$50,000
similar: $5,000–$100,000
2015–2015
EDGAR ↗Cupola Venture Opportunities Fund I, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund2$8,050,000
offering Indefinite · similar: $155,000–$5,250,000
42
similar: 4–27
$100,000
similar: $1,000–$100,000
2016–2017
EDGAR ↗Cupola Oak Lake Energy Fund, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund2$8,120,000
offering Indefinite · similar: $155,000–$5,250,000
26
similar: 4–27
$50,000
similar: $1,000–$100,000
2016–2017
EDGAR ↗Cupola RC Royalty Fundshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund2$16,480,000
offering Indefinite · similar: $155,000–$5,250,000
51
similar: 4–27
$100,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗Cupola Infrastructure Income Fund, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund2$28,500,000
offering Indefinite · similar: $155,000–$5,250,000
28
similar: 4–27
$100,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗Cupola Global Private Equity Fund I, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund2$4,900,000
offering Indefinite · similar: $155,000–$5,250,000
13
similar: 4–27
$50,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗Cupola FS Direct II, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund2$4,050,000
offering Indefinite · similar: $155,000–$5,250,000
27
similar: 4–27
$50,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗Cupola VC X, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$7,600,000
offering Indefinite · similar: $155,000–$5,250,000
29
similar: 4–27
$100,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗Cupola Venture Co-Invest 2019, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$5,070,000
offering Indefinite · similar: $155,000–$5,250,000
23
similar: 4–27
$50,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗Cupola Kairoi Fund, LLLPshared people, same business address, similar issuer namesGreenwood Village, COResidential1$5,500,000
offering $5,500,000 · similar: $1,675,000–$12,980,153
19
similar: 5–37
$100,000
similar: $25,000–$86,942
2019–2019
EDGAR ↗Cupola New Ventures XI, LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$5,150,000
offering Indefinite · similar: $155,000–$5,250,000
14
similar: 4–27
$50,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗Cupola RC II Royalty Fund LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$8,950,000
offering Indefinite · similar: $155,000–$5,250,000
35
similar: 4–27
$100,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗Cupola Lower Carbon LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$10,000,000
offering Indefinite · similar: $155,000–$5,250,000
41
similar: 4–27
$50,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗Cupola Real Estate GP Fund LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$5,850,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗Cupola XII Ventures LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$8,775,000
offering Indefinite · similar: $155,000–$5,250,000
37
similar: 4–27
$100,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗Cupola Trideca Ventures LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$12,800,000
offering Indefinite · similar: $155,000–$5,250,000
52
similar: 4–27
$100,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗Cupola Real Estate GP Fund II LLLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$10,850,000
offering Indefinite · similar: $155,000–$5,250,000
39
similar: 4–27
$100,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗Cupola Lower Carbon II LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$2,540,000
offering Indefinite · similar: $155,000–$5,250,000
17
similar: 4–27
$100,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗Cupola RC III Royalty Fund LLLPshared people, same business address, similar issuer namesGREENWOOD VILLAGE, COOther1$15,300,000
offering Indefinite · similar: $500,000–$7,000,000
57
similar: 2–14
$100,000
similar: $5,000–$50,000
2026–2026
EDGAR ↗Cupola VC 14, L.L.L.P.shared people, same business address, similar issuer namesGREENWOOD VILLAGE, COPooled Investment Fund1$8,350,000
offering Indefinite · similar: $155,000–$5,250,000
25
similar: 4–27
$100,000
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(c) (8,096 filings); Pooled Investment Fund / 506(b) (83,801 filings); Residential / 506(b) (4,183 filings); Other / 506(b) (18,678 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 ↗Apr 27, 2026Cupola VC 14, L.L.L.P.DPooled Investment FundIndefinite$8,350,000
EDGAR ↗Jan 29, 2026Cupola RC III Royalty Fund LLLPDOtherIndefinite$15,300,000
EDGAR ↗Sep 3, 2025Cupola Lower Carbon II LLLPDPooled Investment FundIndefinite$2,540,000
EDGAR ↗May 8, 2025Cupola Real Estate GP Fund II LLLLPDPooled Investment FundIndefinite$10,850,000
EDGAR ↗Apr 8, 2024Cupola Trideca Ventures LLLPDPooled Investment FundIndefinite$12,800,000
EDGAR ↗Feb 7, 2022Cupola XII Ventures LLLPDPooled Investment FundIndefinite$8,775,000
EDGAR ↗Dec 10, 2021Cupola Real Estate GP Fund LLLPDPooled Investment FundIndefinite$5,850,000
EDGAR ↗Aug 4, 2021Cupola Lower Carbon LLLPDPooled Investment FundIndefinite$10,000,000
EDGAR ↗Nov 5, 2020Cupola RC II Royalty Fund LLLPDPooled Investment FundIndefinite$8,950,000
EDGAR ↗Jan 6, 2020Cupola New Ventures XI, LLLPDPooled Investment FundIndefinite$5,150,000
EDGAR ↗Jul 3, 2019Cupola Kairoi Fund, LLLPDResidential$5,500,000$5,500,000
EDGAR ↗Mar 26, 2019Cupola Venture Co-Invest 2019, LLLPDPooled Investment FundIndefinite$5,070,000
EDGAR ↗Dec 21, 2017Cupola VC X, LLLPDPooled Investment FundIndefinite$7,600,000
EDGAR ↗May 10, 2017Cupola Ventures IX, LLLPD/APooled Investment FundIndefinite$15,770,000
EDGAR ↗May 10, 2017Cupola Venture Opportunities Fund I, LLLPD/APooled Investment FundIndefinite$8,050,000
EDGAR ↗May 10, 2017Cupola Oak Lake Energy Fund, LLLPD/APooled Investment FundIndefinite$8,120,000
EDGAR ↗May 9, 2017Cupola RC Royalty FundD/APooled Investment FundIndefinite$16,480,000
EDGAR ↗May 9, 2017Cupola Infrastructure Income Fund, LLLPD/APooled Investment FundIndefinite$28,500,000
EDGAR ↗May 9, 2017Cupola Global Private Equity Fund I, LLLPD/APooled Investment FundIndefinite$4,900,000
EDGAR ↗May 9, 2017Cupola FS Direct II, LLLPD/APooled Investment FundIndefinite$4,050,000
EDGAR ↗Mar 30, 2017Cupola FS Direct II, LLLPDPooled Investment FundIndefinite$4,050,000
EDGAR ↗Mar 16, 2017Cupola Global Private Equity Fund I, LLLPDPooled Investment FundIndefinite$4,900,000
EDGAR ↗Feb 3, 2017Cupola Infrastructure Income Fund, LLLPDPooled Investment FundIndefinite$15,800,000
EDGAR ↗Jan 13, 2017Cupola RC Royalty FundDPooled Investment FundIndefinite$15,600,000
EDGAR ↗Aug 26, 2016Cupola Oak Lake Energy Fund, LLLPDPooled Investment FundIndefinite$6,500,000
EDGAR ↗Mar 23, 2016Cupola Venture Opportunities Fund I, LLLPDPooled Investment FundIndefinite$3,900,000
EDGAR ↗Dec 23, 2015Cupola Global Leasing, LLLPDPooled Investment FundIndefinite$5,145,000
EDGAR ↗Jul 10, 2015Cupola Ventures IX, LLLPDPooled Investment FundIndefinite$8,120,000
EDGAR ↗Apr 21, 2015Cupola FS Direct, LLLPDPooled Investment Fund$3,870,000$3,870,000
EDGAR ↗Oct 3, 2013AMGIC VC Direct II, LLLPDPooled Investment Fund$5,000,000$3,850,000
EDGAR ↗Oct 3, 2013AMGIC Revolution Direct, LLLPDPooled Investment Fund$3,900,000$3,900,000
EDGAR ↗Aug 27, 2013Geothermal Energy Fund II, LLCDOther Energy$20,000,000$1,972,946
EDGAR ↗Jan 16, 2013AMGIC EE3 Energy Fund, LLLPDOil and GasIndefinite$5,600,000
EDGAR ↗Sep 12, 2012AMGIC Venture Fund VIII, LLLPDPooled Investment FundIndefinite$4,900,000
EDGAR ↗Jun 8, 2012AMGIC LS Direct, LLLPDPooled Investment Fund$3,200,000$3,200,000
EDGAR ↗Dec 28, 2011AMGIC VC Direct, LLLPDPooled Investment Fund$6,110,000$6,110,000
EDGAR ↗Nov 23, 2011Global Special Opportunties Fund I, LLLPDPooled Investment FundIndefinite$5,850,000
EDGAR ↗Jan 7, 2011ASCENT SMALL CAP HEDGE FUND LLLPDPooled Investment Fund$1,377,000$1,377,000
EDGAR ↗Jan 7, 2011ZENITH TECHNOLOGY HEDGE FUND LLLPDPooled Investment Fund$255,000$255,000
EDGAR ↗Jan 7, 2011APEX HEDGE FUND LLLPDPooled Investment Fund$1,968,600$1,968,600
EDGAR ↗Oct 25, 2010Geothermal Energy Fund I, LLCDOther EnergyIndefinite$5,061,151
EDGAR ↗Oct 22, 2010Pilothouse Venture Fund VII, LLLPDPooled Investment FundIndefinite$5,160,000
EDGAR ↗Aug 10, 2010ASCENT SMALL CAP HEDGE FUND LLLPDPooled Investment Fund$520,200$520,200
EDGAR ↗Aug 10, 2010ZENITH TECHNOLOGY HEDGE FUND LLLPDPooled Investment Fund$816,000$816,000
EDGAR ↗Aug 10, 2010APEX HEDGE FUND LLLPDPooled Investment Fund$683,400$683,400
EDGAR ↗Apr 16, 2010ASCENT SMALL CAP HEDGE FUND LLLPDPooled Investment Fund$1,734,000$1,734,000
EDGAR ↗Apr 16, 2010ZENITH TECHNOLOGY HEDGE FUND LLLPDPooled Investment Fund$1,071,000$1,071,000
EDGAR ↗Apr 16, 2010APEX HEDGE FUND LLLPDPooled Investment Fund$612,000$612,000
EDGAR ↗Aug 31, 2009AMGIC Bank Fund I, LLLPDOther Banking and Financial ServicesIndefinite$7,250,000

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Apr 27, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other Banking and Financial Services (2009), Pooled Investment Fund (2010), Other Energy (2010), Pooled Investment Fund (2011–2012), Oil and Gas (2013), Other Energy (2013), Pooled Investment Fund (2013–2019), Residential (2019), Pooled Investment Fund (2020–2025), Other (2026). Latest offering: Pooled Investment Fund (Apr 27, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
Earl L WrightExecutive Officer36Aug 31, 2009 → Apr 27, 2026
Michael D BergmannExecutive Officer35Aug 31, 2009 → Apr 27, 2026
Michael D BergmanExecutive Officer1Mar 16, 2017 → May 9, 2017

Adviser registration (Form ADV)

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.

Meta advertising

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Sources to be searched: the sponsor's website (none on record yet; a sponsor's website is known only 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 — we never look it up elsewhere) 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.

Other offering types (Regulation A and Regulation Crowdfunding)

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.

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