PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:56 AM ET

Sponsor Check › Sponsor group

C

Cvc

One sponsor team, 64 deal companies · St Helier, Jersey (as filed: Y9)

Grouped because: 35 shared people, 25 shared management entities, same business address (61 issuers), similar issuer names (53), same person name on both filings (1) (automatic match from the filings) · not the same sponsor?

64deal companies
$30.75Breported sold
1,035investors
90Form D filings
2009–2026active
8new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Apr 30, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:14 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Cvc is a sponsor group of 64 issuers that PartnerFacts links to one sponsor (same person name on both filings, similar issuer names, shared people, same business address, shared management entity; automatic match from the filings), filing 90 Form D filings between Nov 2009 and Apr 2026.

What this means One team, 64 deal companies, about 17 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: $30.75B to 1,035 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (64). Issuers are based in Jersey (as filed: Y9) (42), Luxembourg (as filed: N4) (17), United Kingdom (as filed: X0) (2), NY (2) and 1 more.

What this means $30.75B raised across the group, about $29.7M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Carl John Hansen (34 issuers, director), Julia Chapman (29 issuers, director), William Brian Scholfield (19 issuers, director), Carsten Dan Koppen (17 issuers, director), Matthew Crill (16 issuers, director) and 116 more.

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

Activity: 8 new offerings in the last 12 months; latest filing Apr 30, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: TRITON INVESTMENTS ADVISERS LLP; AERMONT CAPITAL LLP and 2 more.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 90 public filings for Cvc and found 15 differences, 5 worth asking the sponsor about: 19 paid sellers are listed without a CRD number; 15 other issuers file from the same address; 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 Cvc has not run yet — it is joining a line of 29,085 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

None found so far — 64 of 64 issuers searched (federal courts (CourtListener / RECAP), last 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.. Searched so far: 64 of 64 issuers in this group; 0 still to be searched. Results are added automatically.

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: VA (crawled Oct 23, 2026)

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 Cvc..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

None found so far — 64 of 64 issuers searched (federal bankruptcy courts (CourtListener / RECAP), last checked Oct 24, 2026)

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).. Searched so far: 64 of 64 issuers in this group; 0 still to be searched. Results are added automatically.

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.

15 differences found between the filings for Cvc — 5 worth asking about (compared the newest 50 of 90 filings on Oct 24, 2026; older filings not covered)

Note · Nov 20, 2009

Last filing Nov 20, 2009 with 16% of the target sold — TRITON FUND III L.P.

TRITON FUND III L.P. (last filing Nov 20, 2009; $472,843,695 sold of $2,975,487,000). There is no filing in more than two years and the last one reported under half the target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

TRITON FUND III L.P. — PartnerFacts page ↗EDGAR filer page ↗
Sources
Worth asking · Oct 30, 2018 – Apr 30, 2026

19 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Fund Placement Israel Ltd. — Triton Fund 6 US SCSp · Paid seller listed without a CRD number: Thrive Alternatives Pte. Ltd. — Triton Fund 6 US SCSp · Paid seller listed without a CRD number: Credicorp Capital Asset Management S.A. — Triton Fund 6 US SCSp · Paid seller listed without a CRD number: Fund Placement Israel Ltd. — Triton Fund 6 SCSp · Paid seller listed without a CRD number: Thrive Alternatives Pte. Ltd. — Triton Fund 6 SCSp · and 14 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Apr 30, 2026 ↗BrokerCheck search: Fund Placement Israel Ltd. ↗Triton Fund 6 US SCSp — PartnerFacts page ↗BrokerCheck search: Thrive Alternatives Pte. Ltd. ↗
Sources
Worth asking · Mar 3, 2011 – Apr 23, 2024

15 other issuers file from the same address — 3 member issuers (URBAN INFRASTRUCTURE REAL ESTATE JERSEY LTD; CVC European Infrastructure Partners (A) L.P.; CVC Capital Partners IX (A) L.P.)

The address on file, 22 Grenville Street, St Helier, Jersey (as filed: Y9), is used by 18 issuers in our index across 2 sponsor groups; 15 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

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.

URBAN INFRASTRUCTURE REAL ESTATE JERSEY LTD — PartnerFacts page ↗CVC European Infrastructure Partners (A) L.P. — PartnerFacts page ↗CVC Capital Partners IX (A) L.P. — PartnerFacts page ↗EDGAR filer page · URBAN INFRASTRUCTURE REAL ESTATE JERSEY LTD ↗
Sources
Worth asking · Dec 11, 2019 – Sep 3, 2020

Form D filed 267 days after the first sale — CVC Capital Partners Asia V Associates L.P.

The filing says the first sale was Dec 11, 2019. The Form D was filed Sep 3, 2020 — 267 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 252 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Sep 3, 2020 ↗CVC Capital Partners Asia V Associates L.P. — PartnerFacts page ↗
Sources
Worth asking · Feb 26, 2020 – Aug 4, 2020

Form D filed 160 days after the first sale — Triton Debt Opportunities Fund II SCSp

The filing says the first sale was Feb 26, 2020. The Form D was filed Aug 4, 2020 — 160 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 145 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 · Aug 4, 2020 ↗Triton Debt Opportunities Fund II SCSp — PartnerFacts page ↗
Sources
Note · Apr 18, 2018 – Aug 11, 2025

10 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 — CVC Catalyst III (A) L.P. (latest filing Aug 11, 2025) · No amendment in the last 12 months on an offering that may still be open — CVC Capital Partners Strategic Opportunities III (A) L.P. (latest filing Jun 10, 2025) · No amendment in the last 12 months on an offering that may still be open — Triton Debt Opportunities Fund III SCSp (latest filing Mar 26, 2024) · No amendment in the last 12 months on an offering that may still be open — Triton Debt Opportunities Fund III US SCSp (latest filing Mar 26, 2024) · No amendment in the last 12 months on an offering that may still be open — CVC Capital Partners Asia VI (A) L.P. (latest filing Aug 8, 2023) · and 5 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/A · Aug 11, 2025 ↗CVC Catalyst III (A) L.P. — PartnerFacts page ↗Form D/A · Jun 10, 2025 ↗CVC Capital Partners Strategic Opportunities III (A) L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 10, 2018 – Apr 30, 2026

22 people are no longer listed on a later amendment

Pierre-Alexandre Lechantre is no longer listed on the Apr 30, 2026 amendment — Triton Fund 6 SCSp · Pierre-Alexandre Lechantre is no longer listed on the Apr 30, 2026 amendment — Triton Fund 6 US SCSp · Triton Investment Management S.ar.l. is no longer listed on the Apr 30, 2026 amendment — Triton Fund 6 SCSp · Triton Investment Management S.ar.l. is no longer listed on the Apr 30, 2026 amendment — Triton Fund 6 US SCSp · CVC Growth Partners III GP Limited is no longer listed on the Jul 7, 2025 amendment — CVC Catalyst III (A) L.P. · and 17 more

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

Form D · Jul 28, 2023 ↗Form D/A · Apr 30, 2026 ↗Pierre-Alexandre Lechantre — PartnerFacts page ↗Triton Fund 6 SCSp — PartnerFacts page ↗
Sources
Note · Jul 28, 2023 – Apr 30, 2026

Triton Investments Advisers LLP's role changed at Triton Fund 6 US SCSp: director → promoter

The Jul 28, 2023 filing lists Triton Investments Advisers LLP as director; the Apr 30, 2026 Form D/A lists promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Jul 28, 2023 ↗Form D/A · Apr 30, 2026 ↗Triton Investments Advisers LLP — PartnerFacts page ↗Triton Fund 6 US SCSp — PartnerFacts page ↗
Sources
Note · Jan 13, 2020 – Apr 3, 2020

Offering amount changed between filings — CVC Capital Partners Asia V L.P.

The Jan 13, 2020 filing says an indefinite amount offered; the Apr 3, 2020 Form D/A says $4,326,725,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Jan 13, 2020 ↗Form D/A (later) · Apr 3, 2020 ↗CVC Capital Partners Asia V L.P. — PartnerFacts page ↗
Sources
Note · Apr 16, 2018 – Apr 13, 2026

6 people are written more than one way across the filings

Carl John Hansen is written 2 different ways on the filings · Marc George Ledingham Rachman is written 2 different ways on the filings · Julia Chapman is written 2 different ways on the filings · Mats Eklund is written 2 different ways on the filings · Matthew Crill is written 2 different ways on the filings · and 1 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · Apr 16, 2018 ↗Form D · Apr 13, 2026 ↗Carl John Hansen — PartnerFacts page ↗Form D · Jan 17, 2019 ↗
Sources
Note · Nov 18, 2022 – Mar 26, 2024

Address moved from St. Helier, Jersey (as filed: Y9) to Luxembourg, Luxembourg (as filed: N4) — Triton Debt Opportunities Fund III SCSp

The people listed on the Nov 18, 2022 filing give St. Helier, Jersey (as filed: Y9); on the Mar 26, 2024 filing they give Luxembourg, Luxembourg (as filed: N4).

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Nov 18, 2022 ↗Form D/A · Mar 26, 2024 ↗Triton Debt Opportunities Fund III SCSp — PartnerFacts page ↗
Sources
Note · Nov 18, 2022 – Mar 26, 2024

Address moved from St. Helier, Jersey (as filed: Y9) to Luxembourg, Luxembourg (as filed: N4) — Triton Debt Opportunities Fund III US SCSp

The people listed on the Nov 18, 2022 filing give St. Helier, Jersey (as filed: Y9); on the Mar 26, 2024 filing they give Luxembourg, Luxembourg (as filed: N4).

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Nov 18, 2022 ↗Form D/A · Mar 26, 2024 ↗Triton Debt Opportunities Fund III US SCSp — PartnerFacts page ↗
Sources
Note · Nov 20, 2009 – Apr 30, 2026

Member companies were formed in 6 different states

Jersey (41), Luxembourg (17), United Kingdom (2), Delaware (2), Mauritius (1), Cayman Islands (1) — out of 64 member issuers. The odd ones out: URBAN INFRASTRUCTURE REAL ESTATE FUND (Mauritius); TRITON FUND III L.P. (United Kingdom); CVC European Infrastructure Partners (A) L.P. (Cayman Islands); Actera Partners II L.P. (United Kingdom); Triton Fund V SCSp (Luxembourg); Triton Smaller Mid-Cap Fund II SCSp (Luxembourg).

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.

Cvc — sponsor group page ↗URBAN INFRASTRUCTURE REAL ESTATE FUND — PartnerFacts page ↗TRITON FUND III L.P. — PartnerFacts page ↗CVC European Infrastructure Partners (A) L.P. — PartnerFacts page ↗
Sources
Note · Nov 20, 2009 – Apr 30, 2026

Member companies list addresses in 5 different states

Jersey (as filed: Y9) (42), Luxembourg (as filed: N4) (17), United Kingdom (as filed: X0) (2), NY (2), Mauritius (as filed: O4) (1).

What this means The same team filing from more than one place can mean an office move or deals held by different entities. Ask where the sponsor actually operates.

Cvc — sponsor group page ↗URBAN INFRASTRUCTURE REAL ESTATE FUND — PartnerFacts page ↗TRITON FUND III L.P. — PartnerFacts page ↗Actera Partners II L.P. — PartnerFacts page ↗
Sources
Note · Aug 13, 2021 – Jan 27, 2026

5 issuers used a different name before

Issuer used a different name before — Triton Fund 6 F&F Feeder Ltd · Issuer used a different name before — Triton Fund 6 F&F SCSp · Issuer used a different name before — CVC Catalyst III (A) L.P. · Issuer used a different name before — Triton III Continuation Fund SCSP · Issuer used a different name before — Triton III Continuation Fund US Feeder L.P.

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

EDGAR filer page ↗Triton Fund 6 F&F Feeder Ltd — PartnerFacts page ↗EDGAR filer page ↗Triton Fund 6 F&F SCSp — 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 90 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

15 of 64 offerings report sales commissions totalling $48,998,459; 1 reports finder's fees totalling $57,313; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 30, 2026 D/A
Triton Fund 6 US SCSp
File 021-488136
$11,322,137 (est.)$0$0Bulltick, LLC BrokerCheck CRD 104005 ↗
via Bulltick, LLC (CRD 104005 ↗)

Fund Placement Israel Ltd. no CRD number reported
Thrive Alternatives Pte. Ltd. no CRD number reported
Credicorp Capital Asset Management S.A. no CRD number reported		EDGAR ↗
Apr 30, 2026 D/A
Triton Fund 6 SCSp
File 021-488135
$11,322,137 (est.)$0$0Bulltick, LLC BrokerCheck CRD 104005 ↗
via Bulltick, LLC (CRD 104005 ↗)

Fund Placement Israel Ltd. no CRD number reported
Thrive Alternatives Pte. Ltd. no CRD number reported
Credicorp Capital Asset Management S.A. no CRD number reported		EDGAR ↗
Apr 13, 2026 D
CVC-PE Global Private Equity Fund (TE), LP
File 021-580170
$3,834,380 (est.)$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
via UBS Financial Services Inc. (CRD 8174 ↗)

Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)
EDGAR ↗
Apr 13, 2026 D
CVC-PE Global Private Equity Fund, LP
File 021-580167
$3,834,380 (est.)$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
via UBS Financial Services Inc. (CRD 8174 ↗)

Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)
EDGAR ↗
Jan 27, 2026 D
Triton Fund 6 F&F SCSp
File 021-571242
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2026 D
Triton Fund 6 F&F No.3 SCSp
File 021-571244
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2026 D
T6 F&F Aggregator Ltd
File 021-571250
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2026 D
Triton Fund 6 F&F Feeder Ltd
File 021-571249
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2026 D
Triton Smaller Mid-Cap Fund III SCSp
File 021-569737
$3,501,300 (est.)$0$0Probitas Funds Group, LLC BrokerCheck CRD 115876 ↗
via Probitas Funds Group, LLC (CRD 115876 ↗)
EDGAR ↗
Jan 13, 2026 D
Triton Smaller Mid-Cap Fund III Feeder SCSp
File 021-569739
$3,501,300 (est.)$0$0Probitas Funds Group, LLC BrokerCheck CRD 115876 ↗
via Probitas Funds Group, LLC (CRD 115876 ↗)
EDGAR ↗
Aug 11, 2025 D/A
CVC Catalyst III (A) L.P.
File 021-516820
$0$0$0CVC Funding, LLC BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)
EDGAR ↗
Jun 10, 2025 D/A
CVC Capital Partners Strategic Opportunities III (A) L.P.
File 021-501900
$0$0$0CVC Funding, LLC BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)
EDGAR ↗
Feb 10, 2025 D
Njord SCSp
File 021-537764
$0$0$0 (est.)
The general partner of the Issuer is entitled to a performance allocation and a priority profit share, both of which are fully disclosed in the Issuer's confidential offering materials.
Jefferies LLC BrokerCheck CRD 2347 ↗
Jefferies GmbH no CRD number reported
Jefferies International Limited no CRD number reported		EDGAR ↗
Apr 23, 2024 D/A
CVC Capital Partners IX (A) L.P.
File 021-479774
$865,592 (est.)$0$0Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
Citi Private Advisory, LLC BrokerCheck CRD 153777 ↗
CVC Funding, LLC BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)
EDGAR ↗
Mar 26, 2024 D/A
Triton Debt Opportunities Fund III US SCSp
File 021-465242
$0 (est.)$0 (est.)$0 (est.)
The general partner of the Issuer is entitled to a performance allocation and a management fee, both of which are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 26, 2024 D/A
Triton Debt Opportunities Fund III SCSp
File 021-465238
$0 (est.)$0 (est.)$0 (est.)
The general partner of the Issuer is entitled to a performance allocation and a management fee, both of which are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 8, 2023 D/A
CVC Capital Partners Asia VI (A) L.P.
File 021-455312
$0$0$0CVC Funding, LLC BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)

NH Investment & Securities Co., Ltd. no CRD number reported
BNP Paribas SA no CRD number reported
VolcomCapital S.A. no CRD number reported		EDGAR ↗
Feb 24, 2023 D
Triton IV Continuation Fund US SCSp
File 021-474281
$0$0$0 (est.)
The general partner of the Issuer is entitled to a performance allocation and a priority profit share, both of which are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 24, 2023 D
Triton IV Continuation Fund SCSp
File 021-474280
$0$0$0 (est.)
The general partner of the Issuer is entitled to a performance allocation and a priority profit share, both of which are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 13, 2021 D
Triton III Continuation Fund US Feeder L.P.
File 021-409962
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2021 D
Triton III Continuation Fund SCSP
File 021-409980
$0$0$0 (est.)
The general partner of the Issuer is entitled to a management fee which is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 29, 2020 D
Private Investment Strategic Opportunities II Feeder L.P.
File 021-384522
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2020 D/A
CVC Capital Partners VIII Associates L.P.
File 021-377084
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2020 D
CVC Capital Partners Asia V Associates L.P.
File 021-374825
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2020 D
Triton Smaller Mid-Cap Fund II SCSp
File 021-373671
$1,097,960 (est.)$0$0Lazard Freres & Co, LLC BrokerCheck CRD 2523 ↗
Lazard & Co., Limited no CRD number reported		EDGAR ↗
Aug 20, 2020 D
Triton Smaller Mid-Cap Fund II US SCSp
File 021-373672
$1,097,960 (est.)$0$0Lazard Freres & Co, LLC BrokerCheck CRD 2523 ↗
Lazard & Co., Limited no CRD number reported		EDGAR ↗
Aug 4, 2020 D
Triton Debt Opportunities Fund II SCSp
File 021-372473
$0$0$0 (est.)
The general partner of the Issuer is entitled to a performance allocation and a priority profit share, both of which are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jul 31, 2020 D
TMA II SCSp
File 021-372296
$0$0$0 (est.)
The general partner of the Issuer is entitled to a performance allocation and a priority profit share, both of which are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 22, 2020 D
CVC Capital Partners VIII (A) L.P.
File 021-365541
$0 (est.)$0 (est.)$0CVC Funding, LLC BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)
EDGAR ↗
Apr 3, 2020 D/A
CVC Capital Partners Asia V L.P.
File 021-330813
$675,000 (est.)$0$0CVC Funding, LLC BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)

Barclays Bank PLC no CRD number reported
BNP Paribas SA no CRD number reported		EDGAR ↗
Oct 30, 2019 D/A
Triton Debt Opportunities Fund II L.P.
File 021-324689
$1,039,079$0$0 (est.)
The general partner of the Issuer is entitled to a performance allocation and a priority profit share. The performance allocation and priority profit share are fully disclosed in the Issuer's confidential offering materials.
FAP USA, L.P. BrokerCheck CRD 145860 ↗
First Avenue Partners LLP no CRD number reported
Credicorp Capital Asset Management S.A. Administradora General De Fondos no CRD number reported		EDGAR ↗
Oct 30, 2019 D/A
Triton Debt Opportunities Fund II US L.P.
File 021-324690
$343,656$0$0 (est.)
"The Issuer is a feeder vehicle for Triton Debt Opportunities Fund II L.P. (""TDO II""). The Issuer does not pay any direct performance allocation or priority profit share, but bears a portion of the TDO II performance allocation and priority profit share."
FAP USA, L.P. BrokerCheck CRD 145860 ↗
First Avenue Partners LLP no CRD number reported
Credicorp Capital Asset Management S.A. Administradora General De Fondos no CRD number reported		EDGAR ↗
Aug 22, 2019 D/A
CVC Growth Partners II L.P.
File 021-327477
$3,125,000 (est.)$0$0Citi Private Advisory, LLC BrokerCheck CRD 153777 ↗
via Citi Private Advisory, LLC (CRD 153777 ↗)
EDGAR ↗
Apr 15, 2019 D/A
CVC Capital Partners Strategic Opportunities II L.P.
File 021-310280
$0$0$0CVC Funding, LLC BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)
EDGAR ↗
Apr 12, 2019 D
CVC Strategic Opportunities II Associates L.P.
File 021-337229
$0$0$0CVC Funding, LLC BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)
EDGAR ↗
Dec 10, 2018 D
CVC Growth Partners II Co-Investment L.P.
File 021-327478
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2018 D
Triton Fund V SCSp
File 021-322076
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2018 D
Triton Fund V US L.P.
File 021-322068
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2018 D
Triton Fund V L.P.
File 021-322065
$0$0$0None listed on this filingEDGAR ↗
Jul 5, 2018 D/A
Triton Smaller Mid-Cap Fund I L.P.
File 021-288296
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2017 D
Urs L.P.
File 021-298894
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2017 D
CVC Capital Partners VII Associates L.P.
File 021-292408
$0$0$0None listed on this filingEDGAR ↗
May 17, 2017 D
CVC Capital Partners VII(A) L.P.
File 021-286895
$0 (est.)$0 (est.)$0CVC Funding, LLC BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)
EDGAR ↗
Nov 29, 2016 D/A
PW Real Estate Fund III LP
File 021-252755
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2016 D/A
CVC Growth Partners L.P.
File 021-221103
$1,658,461$0$0Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗
via Credit Suisse Securities (USA) LLC (CRD 816 ↗)
EDGAR ↗
Sep 14, 2015 D
CVC Capital Partners Strategic Opportunities Compounding Capital L.P.
File 021-247521
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2015 D
CVC Growth Partners Associates L.P.
File 021-236048
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2014 D
CVC Capital Partners Asia IV Associates L.P.
File 021-214540
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2014 D/A
Triton Debt Opportunities Fund I L.P.
File 021-206382
$0 (est.)$0 (est.)$0Lazard Freres & Co. LLC BrokerCheck CRD 2528 ↗EDGAR ↗
Jan 23, 2014 D
Triton Debt Opportunities Fund US L.P.
File 021-210584
$0 (est.)$0 (est.)$0Lazard Freres & Co. LLC BrokerCheck CRD 2528 ↗EDGAR ↗
Dec 11, 2013 D
CVC Capital Partners Asia Pacific IV L.P.
File 021-207783
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2013 D
CVC Capital Partners VI Associates L.P.
File 021-199959
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2013 D
CVC Capital Partners VI (A) L.P.
File 021-198717
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2013 D
CVC Capital Partners VI (D) S.L.P.
File 021-198721
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2013 D
CVC Capital Partners VI (B) L.P.
File 021-198718
$0$0$0None listed on this filingEDGAR ↗
Jun 27, 2013 D
CVC Capital Partners VI (C) L.P.
File 021-198719
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2013 D
Triton Fund IV L.P.
File 021-195603
$0 (est.)$0$0LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗EDGAR ↗
Apr 26, 2013 D
Triton Fund IV US, L.P.
File 021-195604
$0 (est.)$0$0LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗EDGAR ↗
Sep 27, 2012 D/A
CVC European Infrastructure Partners (A) L.P.
File 021-166476
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a management fee, which is fully disclosed in the issuer's confidential offering materials.
Credit Suisse Securities (Europe) Limited no CRD number reportedEDGAR ↗
Feb 16, 2012 D
Actera Partners II L.P.
File 021-173582
$0$0$0 (est.)
The general partner is entitled to a performance allocation and a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 4, 2011 D/A
URBAN INFRASTRUCTURE REAL ESTATE FUND
File 021-111829
$0$0$0
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
None no CRD number reported
via ICICI Securities Inc. (CRD 104285 ↗)

None no CRD number reported
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Mar 3, 2011 D/A
URBAN INFRASTRUCTURE REAL ESTATE JERSEY LTD
File 021-113007
$0$57,313$0None no CRD number reported
via ICICI Securities Inc. (CRD 104285 ↗)

None no CRD number reported
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Mar 3, 2011 D/A
URBAN INFRASTRUCTURE REAL ESTATE PARTNERSHIP LP
File 021-113315
$0$0$0
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials.
None no CRD number reported
via ICICI Securities Inc. (CRD 104285 ↗)

None no CRD number reported
via Merrill Lynch Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Nov 20, 2009 D/A
TRITON FUND III L.P.
File 021-124799
$1,780,117$0$0LAZARD FRERES & CO. LLC BrokerCheck CRD 2528 ↗EDGAR ↗
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 64 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, 7:56 AM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 7:56 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 2006–2026) — 997,005 records, loaded Oct 24, 2026, 7:56 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM 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) — 294,950 records, loaded Oct 23, 2026, 8:58 PM 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 2006–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); 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); Cook County IL (assessor ownership and deed/sale records, 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, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), 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: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:56 AM ET; 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; 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 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 ↗TF TRITON FUND III L.P.shared people, same person name on both filings, same business addressST. HELIER, JERSEY, United Kingdom (as filed: X0)Pooled Investment Fund1$472,843,6955No minimum reported2009–2009
EDGAR ↗UI URBAN INFRASTRUCTURE REAL ESTATE FUNDsame person name on both filings, similar issuer namesEBENE, Mauritius (as filed: O4)Pooled Investment Fund3$300,000,0008$500,0002010–2011
EDGAR ↗UI URBAN INFRASTRUCTURE REAL ESTATE JERSEY LTDshared people, same person name on both filings, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$2,340,0006$500,0002010–2011
EDGAR ↗UI URBAN INFRASTRUCTURE REAL ESTATE PARTNERSHIP LPshared people, same person name on both filings, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$48,930,00081$500,0002010–2011
EDGAR ↗CE CVC European Infrastructure Partners (A) L.P.shared people, shared management entity, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$287,592,5847$3,557,2502011–2012
EDGAR ↗AP Actera Partners II L.P.shared people, same business addressST. HELIER, JERSEY, United Kingdom (as filed: X0)Pooled Investment Fund1$961,600,00130$750,0002012–2012
EDGAR ↗TF Triton Fund IV L.P.shared people, same person name on both filings, same business address, similar issuer namesST. HELIER, CHANNEL ISLANDS, Jersey (as filed: Y9)Pooled Investment Fund1$877,977,12020No minimum reported2013–2013
EDGAR ↗TF Triton Fund IV US, L.P.shared people, same person name on both filings, same business address, similar issuer namesST. HELIER, CHANNEL ISLANDS, Jersey (as filed: Y9)Pooled Investment Fund1$200,895,4037No minimum reported2013–2013
EDGAR ↗CC CVC Capital Partners VI (A) L.P.shared people, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$00No minimum reported2013–2013
EDGAR ↗CC CVC Capital Partners VI (D) S.L.P.shared people, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$00No minimum reported2013–2013
EDGAR ↗CC CVC Capital Partners VI (B) L.P.shared people, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$00No minimum reported2013–2013
EDGAR ↗CC CVC Capital Partners VI (C) L.P.shared people, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$00No minimum reported2013–2013
EDGAR ↗CC CVC Capital Partners VI Associates L.P.shared people, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$00$262,7392013–2013
EDGAR ↗TD Triton Debt Opportunities Fund I L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesST HELIER, CHANNEL ISLANDS, Jersey (as filed: Y9)Pooled Investment Fund2$159,260,400
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2014
EDGAR ↗CC CVC Capital Partners Asia Pacific IV L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2013
EDGAR ↗TD Triton Debt Opportunities Fund US L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesST HELIER, CHANNEL ISLANDS, Jersey (as filed: Y9)Pooled Investment Fund1$13,612,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2014
EDGAR ↗CC CVC Capital Partners Asia IV Associates L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$750,000
offering $750,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$200,000
similar: $1,000–$100,000
2014–2014
EDGAR ↗CG CVC Growth Partners L.P.shared people, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund3$969,810,100
offering Indefinite · similar: $155,000–$5,250,000
33
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2016
EDGAR ↗CG CVC Growth Partners Associates L.P.shared people, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$10,100,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗CC CVC Capital Partners Strategic Opportunities Compounding Capital L.P.shared people, same business addressST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗PR PW Real Estate Fund III LPshared people, same business addressST HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$564,652,739
offering Indefinite · similar: $155,000–$5,250,000
16
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2016
EDGAR ↗CC CVC Capital Partners VII(A) L.P.shared people, shared management entity, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗TS Triton Smaller Mid-Cap Fund I L.P.shared people, same person name on both filings, shared management entity, same business addressST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$459,937,000
offering $459,937,000 · similar: $155,000–$5,250,000
41
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2018
EDGAR ↗CC CVC Capital Partners VII Associates L.P.shared people, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗UL Urs L.P.shared people, same business addressST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$5,578,270
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
$295,146
similar: $1,000–$100,000
2017–2017
EDGAR ↗CC CVC Capital Partners Strategic Opportunities II L.P.shared people, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$4,318,400,000
offering Indefinite · similar: $155,000–$5,250,000
35
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗TF Triton Fund V SCSpshared people, same person name on both filings, shared management entity, similar issuer namesLUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗TF Triton Fund V US L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗TF Triton Fund V L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗TD Triton Debt Opportunities Fund II L.P.shared people, same person name on both filings, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$503,607,615
offering Indefinite · similar: $155,000–$5,250,000
23
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗TD Triton Debt Opportunities Fund II US L.P.shared people, same person name on both filings, same business address, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$170,123,590
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗CG CVC Growth Partners II L.P.shared people, shared management entity, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$1,048,414,000
offering Indefinite · similar: $155,000–$5,250,000
23
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗CG CVC Growth Partners II Co-Investment L.P.shared people, shared management entity, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗CC CVC Capital Partners Asia V L.P.shared people, shared management entity, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund3$4,326,725,000
offering $4,326,725,000 · similar: $155,000–$5,250,000
87
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗CS CVC Strategic Opportunities II Associates L.P.shared people, shared management entity, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗CC CVC Capital Partners VIII (A) L.P.shared people, shared management entity, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗TS TMA II SCSpshared people, same person name on both filings, same business addressLUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗TD Triton Debt Opportunities Fund II SCSpshared people, same person name on both filings, same business address, similar issuer namesLUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund1$120,162,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗TS Triton Smaller Mid-Cap Fund II SCSpshared people, shared management entity, same business address, similar issuer namesLuxembourg, Luxembourg (as filed: N4)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗TS Triton Smaller Mid-Cap Fund II US SCSpshared people, shared management entity, same business address, similar issuer namesLUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗CC CVC Capital Partners Asia V Associates L.P.shared people, shared management entity, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$102,052,750
offering $102,052,750 · similar: $155,000–$5,250,000
38
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗CC CVC Capital Partners VIII Associates L.P.shared people, shared management entity, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗PI Private Investment Strategic Opportunities II Feeder L.P.shared people, same business addressST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗TC Triton III Continuation Fund US Feeder L.P.shared people, same person name on both filings, similar issuer namesST HELIER, Jersey (as filed: Y9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗TC Triton III Continuation Fund SCSPshared people, same person name on both filings, same business address, similar issuer namesLUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗CC CVC Capital Partners Asia VI (A) L.P.shared people, same person name on both filings, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$4,453,162,500
offering Indefinite · similar: $155,000–$5,250,000
70
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗TD Triton Debt Opportunities Fund III US SCSpshared people, shared management entity, same business address, similar issuer namesLUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund2$342,129,284
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2024
EDGAR ↗TD Triton Debt Opportunities Fund III SCSpshared people, shared management entity, same business address, similar issuer namesLUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund2$668,973,951
offering Indefinite · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2024
EDGAR ↗TC Triton IV Continuation Fund US SCSpshared people, shared management entity, same business address, similar issuer namesLUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗TC Triton IV Continuation Fund SCSpshared people, shared management entity, same business address, similar issuer namesLUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗CC CVC Capital Partners IX (A) L.P.shared people, same person name on both filings, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$7,385,457,708
offering Indefinite · similar: $155,000–$5,250,000
189
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2024
EDGAR ↗TF Triton Fund 6 US SCSpshared people, shared management entity, same business address, similar issuer namesGRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund2$20,689,475
offering Indefinite · similar: $155,000–$5,250,000
7
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2026
EDGAR ↗TF Triton Fund 6 SCSpshared people, shared management entity, same business address, similar issuer namesGRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4)Pooled Investment Fund2$915,444,572
offering Indefinite · similar: $155,000–$5,250,000
32
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2026
EDGAR ↗CC CVC Capital Partners Strategic Opportunities III (A) L.P.shared people, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund2$461,381,175
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗CC CVC Catalyst III (A) L.P.shared people, same person name on both filings, same business addressST. HELIER, Jersey (as filed: Y9)Pooled Investment Fund3$413,400,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗NS Njord SCSpshared people, shared management entity, same business addressLUXEMBOURG, Luxembourg (as filed: N4)Pooled 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 ↗TS Triton Smaller Mid-Cap Fund III SCSpshared people, shared management entity, same business address, similar issuer namesGRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4)Pooled 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 ↗TS Triton Smaller Mid-Cap Fund III Feeder SCSpshared people, shared management entity, same business address, similar issuer namesGRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4)Pooled 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 ↗TF Triton Fund 6 F&F SCSpshared people, shared management entity, same business address, similar issuer namesGRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4)Pooled 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 ↗TF Triton Fund 6 F&F No.3 SCSpshared people, shared management entity, same business address, similar issuer namesGRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4)Pooled 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 ↗TF T6 F&F Aggregator Ltdshared people, same business addressST. HELIER, Jersey (as filed: Y9)Pooled 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 ↗TF Triton Fund 6 F&F Feeder Ltdshared people, same business address, similar issuer namesST. HELIER, Jersey (as filed: Y9)Pooled 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 ↗CP CVC-PE Global Private Equity Fund (TE), LPshared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$83,603,680
offering Indefinite · similar: $155,000–$5,250,000
60
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗CP CVC-PE Global Private Equity Fund, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$83,603,680
offering Indefinite · similar: $155,000–$5,250,000
155
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 ↗Apr 30, 2026Triton Fund 6 SCSpD/APooled Investment FundIndefinite$915,444,572
EDGAR ↗Apr 30, 2026Triton Fund 6 US SCSpD/APooled Investment FundIndefinite$20,689,475
EDGAR ↗Apr 13, 2026CVC-PE Global Private Equity Fund, LPDPooled Investment FundIndefinite$83,603,680
EDGAR ↗Apr 13, 2026CVC-PE Global Private Equity Fund (TE), LPDPooled Investment FundIndefinite$83,603,680
EDGAR ↗Jan 27, 2026Triton Fund 6 F&F Feeder LtdDPooled Investment FundIndefinite$0
EDGAR ↗Jan 27, 2026T6 F&F Aggregator LtdDPooled Investment FundIndefinite$0
EDGAR ↗Jan 27, 2026Triton Fund 6 F&F No.3 SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Jan 27, 2026Triton Fund 6 F&F SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Jan 13, 2026Triton Smaller Mid-Cap Fund III Feeder SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Jan 13, 2026Triton Smaller Mid-Cap Fund III SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Aug 11, 2025CVC Catalyst III (A) L.P.D/APooled Investment FundIndefinite$413,400,000
EDGAR ↗Jul 7, 2025CVC Catalyst III (A) L.P.D/APooled Investment FundIndefinite$400,000,000
EDGAR ↗Jun 10, 2025CVC Capital Partners Strategic Opportunities III (A) L.P.D/APooled Investment FundIndefinite$461,381,175
EDGAR ↗Feb 10, 2025Njord SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Jun 25, 2024CVC Catalyst III (A) L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 23, 2024CVC Capital Partners IX (A) L.P.D/APooled Investment FundIndefinite$7,385,457,708
EDGAR ↗Mar 26, 2024Triton Debt Opportunities Fund III SCSpD/APooled Investment FundIndefinite$668,973,951
EDGAR ↗Mar 26, 2024Triton Debt Opportunities Fund III US SCSpD/APooled Investment FundIndefinite$342,129,284
EDGAR ↗Jan 9, 2024CVC Capital Partners Strategic Opportunities III (A) L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 8, 2023CVC Capital Partners Asia VI (A) L.P.D/APooled Investment FundIndefinite$4,453,162,500
EDGAR ↗Jul 28, 2023Triton Fund 6 SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Jul 28, 2023Triton Fund 6 US SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Apr 24, 2023CVC Capital Partners IX (A) L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 24, 2023Triton IV Continuation Fund SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Feb 24, 2023Triton IV Continuation Fund US SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Nov 18, 2022Triton Debt Opportunities Fund III SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Nov 18, 2022Triton Debt Opportunities Fund III US SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Aug 9, 2022CVC Capital Partners Asia VI (A) L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 13, 2021Triton III Continuation Fund SCSPDPooled Investment FundIndefinite$0
EDGAR ↗Aug 13, 2021Triton III Continuation Fund US Feeder L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 29, 2020Private Investment Strategic Opportunities II Feeder L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 22, 2020CVC Capital Partners VIII Associates L.P.D/APooled Investment FundIndefinite$0
EDGAR ↗Oct 5, 2020CVC Capital Partners VIII Associates L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 3, 2020CVC Capital Partners Asia V Associates L.P.DPooled Investment Fund$102,052,750$102,052,750
EDGAR ↗Aug 20, 2020Triton Smaller Mid-Cap Fund II US SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Aug 20, 2020Triton Smaller Mid-Cap Fund II SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Aug 4, 2020Triton Debt Opportunities Fund II SCSpDPooled Investment FundIndefinite$120,162,000
EDGAR ↗Jul 31, 2020TMA II SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Apr 22, 2020CVC Capital Partners VIII (A) L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 3, 2020CVC Capital Partners Asia V L.P.D/APooled Investment Fund$4,326,725,000$4,326,725,000
EDGAR ↗Jan 13, 2020CVC Capital Partners Asia V L.P.D/APooled Investment FundIndefinite$3,811,725,000
EDGAR ↗Oct 30, 2019Triton Debt Opportunities Fund II US L.P.D/APooled Investment FundIndefinite$170,123,590
EDGAR ↗Oct 30, 2019Triton Debt Opportunities Fund II L.P.D/APooled Investment FundIndefinite$503,607,615
EDGAR ↗Aug 22, 2019CVC Growth Partners II L.P.D/APooled Investment FundIndefinite$1,048,414,000
EDGAR ↗Apr 15, 2019CVC Capital Partners Strategic Opportunities II L.P.D/APooled Investment FundIndefinite$4,318,400,000
EDGAR ↗Apr 12, 2019CVC Strategic Opportunities II Associates L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 17, 2019CVC Capital Partners Asia V L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 10, 2018CVC Growth Partners II Co-Investment L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 10, 2018CVC Growth Partners II L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 30, 2018Triton Debt Opportunities Fund II US L.P.DPooled Investment FundIndefinite$57,900,000
EDGAR ↗Oct 30, 2018Triton Debt Opportunities Fund II L.P.DPooled Investment FundIndefinite$99,124,800
EDGAR ↗Sep 25, 2018Triton Fund V L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 25, 2018Triton Fund V US L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 25, 2018Triton Fund V SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Jul 5, 2018Triton Smaller Mid-Cap Fund I L.P.D/APooled Investment Fund$459,937,000$459,937,000
EDGAR ↗Apr 16, 2018CVC Capital Partners Strategic Opportunities II L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 16, 2017Urs L.P.DPooled Investment FundIndefinite$5,578,270
EDGAR ↗Aug 9, 2017CVC Capital Partners VII Associates L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 8, 2017Triton Smaller Mid-Cap Fund I L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 17, 2017CVC Capital Partners VII(A) L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 29, 2016PW Real Estate Fund III LPD/APooled Investment FundIndefinite$564,652,739
EDGAR ↗Apr 12, 2016CVC Growth Partners L.P.D/APooled Investment FundIndefinite$969,810,100
EDGAR ↗Dec 10, 2015PW Real Estate Fund III LPDPooled Investment FundIndefinite$564,652,739
EDGAR ↗Sep 14, 2015CVC Capital Partners Strategic Opportunities Compounding Capital L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 17, 2015CVC Growth Partners Associates L.P.DPooled Investment FundIndefinite$10,100,000
EDGAR ↗Mar 17, 2015CVC Growth Partners L.P.D/APooled Investment FundIndefinite$679,910,000
EDGAR ↗Jul 15, 2014CVC Growth Partners L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 31, 2014CVC Capital Partners Asia IV Associates L.P.DPooled Investment Fund$750,000$750,000
EDGAR ↗Jan 23, 2014Triton Debt Opportunities Fund US L.P.DPooled Investment FundIndefinite$13,612,000
EDGAR ↗Jan 23, 2014Triton Debt Opportunities Fund I L.P.D/APooled Investment FundIndefinite$159,260,400
EDGAR ↗Dec 11, 2013CVC Capital Partners Asia Pacific IV L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 14, 2013Triton Debt Opportunities Fund I L.P.DPooled Investment FundIndefinite$94,535,000
EDGAR ↗Jul 19, 2013CVC Capital Partners VI Associates L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 27, 2013CVC Capital Partners VI (C) L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 27, 2013CVC Capital Partners VI (B) L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 27, 2013CVC Capital Partners VI (D) S.L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 27, 2013CVC Capital Partners VI (A) L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 26, 2013Triton Fund IV US, L.P.DPooled Investment FundIndefinite$200,895,403
EDGAR ↗Apr 26, 2013Triton Fund IV L.P.DPooled Investment FundIndefinite$877,977,120
EDGAR ↗Sep 27, 2012CVC European Infrastructure Partners (A) L.P.D/APooled Investment FundIndefinite$287,592,584
EDGAR ↗Feb 16, 2012Actera Partners II L.P.DPooled Investment Fund$1,072,500,000$961,600,001
EDGAR ↗Sep 28, 2011CVC European Infrastructure Partners (A) L.P.DPooled Investment FundIndefinite$287,592,584
EDGAR ↗Mar 4, 2011URBAN INFRASTRUCTURE REAL ESTATE FUNDD/APooled Investment Fund$500,000,000$300,000,000
EDGAR ↗Mar 3, 2011URBAN INFRASTRUCTURE REAL ESTATE PARTNERSHIP LPD/APooled Investment FundIndefinite$48,930,000
EDGAR ↗Mar 3, 2011URBAN INFRASTRUCTURE REAL ESTATE JERSEY LTDD/APooled Investment FundIndefinite$2,340,000
EDGAR ↗Mar 4, 2010URBAN INFRASTRUCTURE REAL ESTATE PARTNERSHIP LPDPooled Investment FundIndefinite$48,930,000
EDGAR ↗Mar 4, 2010URBAN INFRASTRUCTURE REAL ESTATE JERSEY LTDDPooled Investment FundIndefinite$2,340,000
EDGAR ↗Mar 4, 2010URBAN INFRASTRUCTURE REAL ESTATE FUNDD/APooled Investment FundIndefinite$11,225,000
EDGAR ↗Mar 4, 2010URBAN INFRASTRUCTURE REAL ESTATE FUNDDPooled Investment FundIndefinite$11,225,000
EDGAR ↗Nov 20, 2009TRITON FUND III L.P.D/APooled Investment Fund$2,975,487,000$472,843,695

Activity: 8 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Apr 30, 2026. Industry history, as reported on each offering's latest filing: All 64 offerings reported: Pooled Investment Fund (2009–2026).

People across the group

NameRolesIssuers hereFirst → last listed
CH Carl John HansenDirector34Nov 20, 2009 → Apr 13, 2026
JC Julia ChapmanDirector29Nov 20, 2009 → Feb 24, 2023
WS William Brian ScholfieldDirector19Jun 27, 2013 → Oct 5, 2020
CK Carsten Dan KoppenDirector17Apr 26, 2013 → Feb 24, 2023
MC Matthew CrillDirector16Nov 16, 2017 → Jan 27, 2026
PP Peder PrahlDirector16Nov 20, 2009 → Nov 18, 2022
PL Pierre-Alexandre LechantreDirector13Sep 25, 2018 → Mar 26, 2024
MG Mark Alain Ross GrizzelleDirector12Jun 27, 2013 → Aug 9, 2017
GS Graeme SmithDirector11Jun 8, 2017 → Nov 18, 2022
MG Michael GrayDirector11Sep 25, 2018 → Nov 18, 2022
SK Steven Frederic KoltesDirector11Sep 28, 2011 → Dec 10, 2018
ME Mats EklundDirector10Jun 8, 2017 → Aug 13, 2021
JF Joakim Lindstrom-FormicolaDirector9Aug 20, 2020 → Apr 30, 2026
JM John Fredric MaxeyDirector8Jan 13, 2020 → Aug 11, 2025
VC Victoria Emma CabotDirector8Apr 22, 2020 → Aug 11, 2025
FW Frederick Inglis WattDirector8Jul 19, 2013 → Apr 15, 2019
RW Rupert WalkerDirector8Jun 27, 2013 → Aug 9, 2017
CC CVC Capital Partners Jersey Limited entityPromoter8Jun 27, 2013 → Apr 12, 2016
TI Triton Investments Advisers LLP entityPromoter, Director7Jul 28, 2023 → Apr 30, 2026
TI Triton Investment Management Limited entityPromoter6Jun 8, 2017 → Jan 27, 2026
FW Fred WattDirector6Jun 27, 2013 → Dec 10, 2018
JW Jonathan George WrigleyDirector, Executive Officer5Aug 9, 2022 → Apr 13, 2026
JC John Howard CosnettDirector5Jun 27, 2013 → Jul 19, 2013
DB Donald Brian Mackenzie entityDirector5Sep 28, 2011 → Jun 27, 2013
TF Triton Fund 6 GP SARL entityPromoter4Jul 28, 2023 → Apr 30, 2026
TI Triton Investments Management SARL entityPromoter4Jan 13, 2026 → Apr 30, 2026
AM Alexander Donald MackenzieDirector4Jul 19, 2013 → Jul 15, 2014
LF Lars FrankfeltDirector4Apr 26, 2013 → Jan 23, 2014
CC CVC Capital Partners VI Limited entityPromoter4Jun 27, 2013 → Jul 19, 2013
MR Marc George Ledingham RachmanDirector3Jan 17, 2019 → Aug 8, 2023
JF Joakim FormicolaDirector3Sep 25, 2018 → Aug 4, 2020
JR Jean-Remy Antoine Robert RousselDirector3May 17, 2017 → Aug 22, 2019
MR Maarten RuijsDirector3Dec 11, 2013 → Jul 15, 2014
SK Sakate KhaitanDirector3Mar 4, 2010 → Mar 4, 2011
CP CVC-PEF General Partner Inc. entityPromoter2Apr 13, 2026 → Apr 13, 2026
CW Charlotte Claire WalkerDirector2Jan 27, 2026 → Jan 27, 2026
BG Besh Rhyll Ocampo-GarciaDirector2Jan 27, 2026 → Jan 27, 2026
TS Triton Smaller Mid-Cap Fund III GP SARL entityPromoter2Jan 13, 2026 → Jan 13, 2026
TD Triton Debt Opportunities Fund III GP SARL entityPromoter2Nov 18, 2022 → Mar 26, 2024
JF Joakim Alessandro Lindstrom-FormicolaDirector2Mar 26, 2024 → Mar 26, 2024
TI Triton Investment Management S.ar.l. entityPromoter2Jul 28, 2023 → Jul 28, 2023
DR Daisy RavenDirector2Feb 24, 2023 → Feb 24, 2023
MS Mukul SharmaDirector2Feb 24, 2023 → Feb 24, 2023
TC Triton IV Continuation Fund GP SARL entityPromoter2Feb 24, 2023 → Feb 24, 2023
BM Brendan McMahonDirector2Feb 24, 2023 → Feb 24, 2023
CC CVC Capital Partners VIII Limited entityPromoter2Apr 22, 2020 → Dec 22, 2020
CC CVC Capital Partners Asia V Limited entityPromoter2Jan 17, 2019 → Sep 3, 2020
TS Triton Smaller Mid-Cap General Partner II S.a r.l. entityPromoter2Aug 20, 2020 → Aug 20, 2020
CG CVC Growth Partners II GP Limited entityPromoter2Dec 10, 2018 → Aug 22, 2019
CC CVC Capital Partners Strategic Opportunities II Limited entityPromoter2Apr 16, 2018 → Apr 15, 2019
CA CVC Advisers Jersey Limited entityPromoter2Dec 10, 2018 → Dec 10, 2018
TF Triton Fund V General Partner L.P. entityPromoter2Sep 25, 2018 → Sep 25, 2018
TM Triton Managers V Limited entityPromoter2Sep 25, 2018 → Sep 25, 2018
SK Steve Frederic KoltesDirector2May 17, 2017 → Aug 9, 2017
CC CVC Capital Partners VII Limited entityPromoter2May 17, 2017 → Aug 9, 2017
CG CVC Growth Partners GP Limited entityPromoter2Mar 17, 2015 → Apr 12, 2016
CC CVC Capital Partners Asia IV Limited entityPromoter2Dec 11, 2013 → Mar 31, 2014
TD Triton Debt Opportunities Managers Limited entityDirector2Jan 23, 2014 → Jan 23, 2014
TD Triton Debt Opportunities Fund I General Partner L.P. entityDirector2Jan 23, 2014 → Jan 23, 2014
MF Michael FarrowDirector2Mar 4, 2010 → Mar 3, 2011

Adviser registration (Form ADV)

TRITON INVESTMENTS ADVISERS LLP — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Apr 2, 2019 · SEC file 802-115204 · Main office: LONDON · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): WWW.TRITON-PARTNERS.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Jun 29, 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, no state to compare, issuer filed in N4 · Form ADV data: SEC Investment Adviser Information Report (exempt reporting 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

AERMONT CAPITAL LLP — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Mar 30, 2012 · SEC file 802-75745 · Main office: LONDON · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): WWW.LINKEDIN.COM/COMPANY/AERMONT-CAPITAL-LLP ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 27, 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, no state to compare, issuer filed in Y9 · Form ADV data: SEC Investment Adviser Information Report (exempt reporting 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

CVC ADVISERS JERSEY LIMITED — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Mar 29, 2018 · SEC file 802-113037 · Main office: ST. HELIER · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): www.cvc.com ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 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, no state to compare · Form ADV data: SEC Investment Adviser Information Report (exempt reporting 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

CVC CAPITAL PARTNERS ADVISORY COMPANY LIMITED — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Mar 29, 2012 · SEC file 802-75245 · Main office: ST. HELIER · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): www.cvc.com ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 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 other name, different legal form as filed (Corp vs Ltd), no state to compare · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 10:39 PM ET

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