PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:07 AM ET

Sponsor Check › Sponsor group

OE

Orion Energy

One sponsor team, 43 deal companies · New York, NY

Grouped because: 2 shared people, 14 shared management entities, similar issuer names (34) (automatic match from the filings) · not the same sponsor?

43deal companies
$3.24Breported sold
503investors
66Form 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 Sep 11, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: Oct 24, 2026, 12:22 AM ET

The short version

Orion Energy is a sponsor group of 43 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names; automatic match from the filings), filing 66 Form D filings between Apr 2009 and Sep 2026.

What this means One team, 43 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: $3.24B to 503 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (41), Other Energy (1), Oil and Gas (1). Issuers are based in NY (42), CO (1).

What this means $3.24B raised across the group, about $6.44M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Nazar Massouh (42 issuers, executive officer, director, and promoter), Mark Friedland (36 issuers, executive officer), Oic, L.p. (28 issuers, promoter, entity), Orion Energy Partners, L.P. (18 issuers, promoter, entity), Orion Energy Credit Opportunities Fund II GP, L.P. (11 issuers, executive officer, entity) and 38 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 Sep 11, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: OIC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 8 court cases matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 9 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 66 public filings for Orion Energy and found 9 differences, 1 worth asking the sponsor about: 8 court cases name Orion Energy; 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 Orion Energy has not run yet — it is joining a line of 47,384 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

8 cases: 1 judgment, 5 dismissed, 1 closed (disposition not in docket feed), 1 open

Orion Energy Systems Inc v. K&L Facility Advisors LLC judgment matched at sponsor-group level (Orion Energy)
District Court, E.D. Wisconsin · No. 1:16-cv-00957 · Filed Jul 21, 2016 · Closed Dec 7, 2017 · Nature of suit: 190 Other contract actions
Role of Orion Energy Systems Inc: Plaintiff · Outcome: Terminated 2017-12-07 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in WI (not the issuer's state)
Orion Energy Systems, Inc. v. JNBC Associates, LLC dismissed matched at sponsor-group level (Orion Energy)
District Court, E.D. Wisconsin · No. 1:12-cv-01301 · Filed Dec 21, 2012 · Closed Mar 11, 2013 · Nature of suit: 190 Other contract actions
Role of Orion Energy Systems, Inc.: Plaintiff · Outcome: Terminated 2013-03-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in WI (not the issuer's state)
E-Tex Energy Systems, LLC v. Orion Energy Systems, Inc. dismissed matched at sponsor-group level (Orion Energy)
District Court, S.D. Texas · No. 4:11-cv-00042 · Filed Jan 6, 2011 · Closed Nov 28, 2011 · Nature of suit: 190 Other contract actions
Role of Orion Energy Systems, Inc.: Defendant · Outcome: Terminated 2011-11-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
ORION ENERGY SYSTEMS, INC. v. ENVIRONMENTAL CONSERVATION ON LINE, LLC dismissed matched at sponsor-group level (Orion Energy)
District Court, E.D. Pennsylvania · No. 2:09-cv-05726 · Filed Dec 2, 2009 · Closed Jan 21, 2010 · Nature of suit: 190 Other contract actions
Role of ORION ENERGY SYSTEMS, INC.: Plaintiff · Outcome: Terminated 2010-01-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
Golston v. Orion Energy Systems, Inc. dismissed matched at sponsor-group level (Orion Energy)
District Court, S.D. New York · No. 1:08-cv-02984 · Filed Mar 24, 2008 · Closed Jul 8, 2008 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:77 Securities Fraud
Role of Orion Energy Systems, Inc.: Defendant · Outcome: Terminated 2008-07-08 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in the group's state (NY)
Allen v. Orion Energy Systems, Inc dismissed matched at sponsor-group level (Orion Energy)
District Court, S.D. New York · No. 1:08-cv-01992 · Filed Feb 28, 2008 · Closed Jul 8, 2008 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Orion Energy Systems, Inc: Defendant · Outcome: Terminated 2008-07-08 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in the group's state (NY)
Monsefi v. Orion Energy Systems, Inc. closed matched at sponsor-group level (Orion Energy)
District Court, S.D. New York · No. 1:08-cv-01328 · Filed Feb 11, 2008 · Closed Apr 14, 2011 · Nature of suit: 850 Securities/Commodities · Cause: 15:77 Securities Fraud
Role of Orion Energy Systems, Inc.: Defendant · Outcome: Terminated 2011-04-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the group's state (NY)
Energy Bank Incorporated v. Orion Energy Systems, Inc. open matched at sponsor-group level (Orion Energy)
District Court, E.D. Wisconsin · No. 2:17-cv-01237 · Filed —
Role of Orion Energy Systems, Inc.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in WI (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

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

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

2. Regulatory actions

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

What was searched

SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 24, 2026, 12:22 AM ET for 1 of 43 issuers.

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

Searched so far: 1 of 43 issuers in this group; 42 still to be searched. Results are added automatically.

3. Bankruptcies

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

Fashion Logistics, Inc. v. Orion Energy Systems, Inc. closed matched at sponsor-group level (Orion Energy)
United States Bankruptcy Court, D. New Jersey · No. 12-01584 · Filed Jun 7, 2012 · Closed Sep 18, 2012
Role of Orion Energy Systems, Inc.: Defendant · Outcome: Case closed 2012-09-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

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

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

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · Website on file (orionenergy.com, from the domain named after the issuer, confirmed on the homepage, filed by member CIK 1795427) — not yet read for public statements.

9 differences found between the filings for Orion Energy — 1 worth asking about (compared the newest 50 of 66 filings on Oct 24, 2026; older filings not covered)

Note · Jun 7, 2012 – Sep 18, 2012

Bankruptcy case: Fashion Logistics, Inc. v. Orion Energy Systems, Inc. — filed Jun 7, 2012

United States Bankruptcy Court, D. New Jersey docket "Fashion Logistics, Inc. v. Orion Energy Systems, Inc." filed Jun 7, 2012, closed Sep 18, 2012. Orion Energy is listed as Defendant ("Orion Energy Systems, Inc."). Our match estimate: 40%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, D. New Jersey ↗Orion Energy — sponsor group page ↗
Sources
Worth asking · Feb 11, 2008 – Jul 21, 2016

8 court cases name Orion Energy — 5 as defendant

By role: plaintiff in 3, defendant in 5. Newest: "Orion Energy Systems Inc v. K&L Facility Advisors LLC" (District Court, E.D. Wisconsin, Jul 21, 2016); "Orion Energy Systems, Inc. v. JNBC Associates, LLC" (District Court, E.D. Wisconsin, Dec 21, 2012); "E-Tex Energy Systems, LLC v. Orion Energy Systems, Inc." (District Court, S.D. Texas, Jan 6, 2011). Some of these are name matches with a match estimate below 95% — check each docket.

What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.

Docket · Orion Energy Systems Inc v. K&L Facility Advisors LLC ↗Docket · Orion Energy Systems, Inc. v. JNBC Associates, LLC ↗Docket · E-Tex Energy Systems, LLC v. Orion Energy Systems, Inc. ↗Docket · ORION ENERGY SYSTEMS, INC. v. ENVIRONMENTAL CONSERVATION ON LINE, LLC ↗
Sources
Note · Mar 29, 2017

Last filing Mar 29, 2017 with 48% of the target sold — Orion Energy Credit Opportunities Fund II, L.P.

Orion Energy Credit Opportunities Fund II, L.P. (last filing Mar 29, 2017; $363,588,000 sold of $750,000,000). 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.

Orion Energy Credit Opportunities Fund II, L.P. — PartnerFacts page ↗EDGAR filer page ↗
Sources
Note · Dec 16, 2020 – Sep 11, 2026

25 other issuers file from the same address — 34 member issuers (Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P.; Orion Energy Credit Opportunities CarbonLITE Co-Invest, L.P.; Orion Energy Credit Opportunities Fund III, L.P.; …)

The address on file, 292 Madison Ave., Suite 2500, New York, NY, is used by 59 issuers in our index across 2 sponsor groups; 25 are outside this group. It is on our registered-agent / shared-office list (60 issuers in 16 unrelated clusters).

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.

Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P. — PartnerFacts page ↗Orion Energy Credit Opportunities CarbonLITE Co-Invest, L.P. — PartnerFacts page ↗Orion Energy Credit Opportunities Fund III, L.P. — PartnerFacts page ↗EDGAR filer page · Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P. ↗
Sources
Note · Aug 26, 2016 – Dec 13, 2019

41 other issuers file from the same address — 7 member issuers (Orion Energy Credit Opportunities Fund II, L.P.; Orion Energy Credit Opportunities Fund II King Ranch Co-Investment, L.P.; Orion Energy Credit Opportunities Fund II Keystone Co-Investment, L.P.; …)

The address on file, 350 Fifth Avenue, Suite 6740, New York, NY, is used by 48 issuers in our index across 6 sponsor groups; 41 are outside this group. It is on our registered-agent / shared-office list (53 issuers in 18 unrelated clusters).

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.

Orion Energy Credit Opportunities Fund II, L.P. — PartnerFacts page ↗Orion Energy Credit Opportunities Fund II King Ranch Co-Investment, L.P. — PartnerFacts page ↗Orion Energy Credit Opportunities Fund II Keystone Co-Investment, L.P. — PartnerFacts page ↗EDGAR filer page · Orion Energy Credit Opportunities Fund II, L.P. ↗
Sources
Note · Aug 9, 2019 – Jul 9, 2025

7 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 — Orion Energy Credit Opportunities GCE Co-Invest B, L.P. (latest filing Jul 9, 2025) · No amendment in the last 12 months on an offering that may still be open — OIC Structured Equity Fund I GPFA, L.P. (latest filing Oct 28, 2024) · No amendment in the last 12 months on an offering that may still be open — Orion Energy Credit Opportunities GCE Co-Invest, L.P. (latest filing Aug 13, 2024) · No amendment in the last 12 months on an offering that may still be open — OIC Growth Fund I, L.P. (latest filing Jul 11, 2024) · No amendment in the last 12 months on an offering that may still be open — OIC Growth Fund I AUS, L.P. (latest filing May 24, 2023) · and 2 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 · Jul 9, 2025 ↗Orion Energy Credit Opportunities GCE Co-Invest B, L.P. — PartnerFacts page ↗Form D/A · Oct 28, 2024 ↗OIC Structured Equity Fund I GPFA, L.P. — PartnerFacts page ↗
Sources
Note · Feb 1, 2021 – Sep 11, 2026

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

Address on file is a registered agent / shared office — OIC Growth Opportunities Fund II GPFA, L.P. · Address on file is a registered agent / shared office — OIC Growth Opportunities Fund II, L.P. · Address on file is a registered agent / shared office — OIC Credit Opportunities Fund IV (Onshore) FF, L.P. · Address on file is a registered agent / shared office — OIC III MCE Co-Invest Blocked Feeder, LP · Address on file is a registered agent / shared office — OIC Credit Fund IV (Onshore) SRF, L.P. · and 28 more

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

Form D · Sep 11, 2026 ↗OIC Growth Opportunities Fund II GPFA, L.P. — PartnerFacts page ↗Form D · Sep 11, 2026 ↗OIC Growth Opportunities Fund II, L.P. — PartnerFacts page ↗
Sources
Note · Apr 15, 2009 – Sep 11, 2026

Member companies were formed in 2 different states

Delaware (42), De (1) — out of 43 member issuers. The odd ones out: Orion Energy Partners L P (De).

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.

Orion Energy — sponsor group page ↗Orion Energy Partners L P — PartnerFacts page ↗
Sources
Note · Apr 15, 2009 – Sep 11, 2026

Member companies list addresses in 2 different states

NY (42), CO (1). 43 members use a registered-agent or shared-office address: Orion Energy Partners L P (1675 Broadway Suite 2000, Denver, CO); Orion Energy Credit Opportunities Fund II, L.P. (350 Fifth Avenue, Suite 6740, New York, NY); Orion Energy Credit Opportunities Fund II King Ranch Co-Investment, L.P. (350 Fifth Avenue, Suite 6740, New York, NY); Orion Energy Credit Opportunities Fund II Keystone Co-Investment, L.P. (350 Fifth Avenue, Suite 6740, New York, NY).

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

Orion Energy — sponsor group page ↗Orion Energy Partners L P — PartnerFacts page ↗Orion Energy Credit Opportunities Fund II, L.P. — PartnerFacts page ↗Orion Energy Credit Opportunities Fund II King Ranch Co-Investment, L.P. — 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 66 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 50 offerings report sales commissions totalling $14,125,420; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 11, 2026 D
OIC Growth Opportunities Fund II, L.P.
File 021-597206
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2026 D
OIC Growth Opportunities Fund II GPFA, L.P.
File 021-597223
$0$0$0None listed on this filingEDGAR ↗
May 7, 2026 D/A
OIC Credit Opportunities Fund IV (Onshore) FF, L.P.
File 021-546210
$652,070$0$0Piper Sandler & Co. BrokerCheck CRD 665 ↗EDGAR ↗
Apr 14, 2026 D
OIC III MCE Co-Invest Blocked Feeder, LP
File 021-580354
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
OIC Credit Fund IV (Onshore) SRF, L.P.
File 021-577775
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2026 D
OIC Structured Equity Fund I Annex, L.P.
File 021-576614
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2026 D
OIC MCE Co-Invest, L.P.
File 021-576405
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2025 D/A
OIC Credit Opportunities Fund IV, L.P.
File 021-499285
$0 (est.)$0$0Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗EDGAR ↗
Nov 24, 2025 D
OIC Gevo Co-Invest, L.P.
File 021-564904
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2025 D
OIC Credit Income Fund I, L.P.
File 021-563060
$0$0$0None listed on this filingEDGAR ↗
Jul 9, 2025 D/A
Orion Energy Credit Opportunities GCE Co-Invest B, L.P.
File 021-486903
$0$0$0None listed on this filingEDGAR ↗
Jun 6, 2025 D
Orion Energy Credit Opportunities GCE Co-Invest, L.P.
File 021-548317
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2025 D/A
OIC Credit IV Top-Up Fund, L.P.
File 021-507208
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2025 D
OIC CargoBeamer Co-Invest, L.P.
File 021-540243
$0$0$0None listed on this filingEDGAR ↗
Oct 31, 2024 D
OIC Shine Fund, L.P.
File 021-528334
$0$0$0None listed on this filingEDGAR ↗
Oct 28, 2024 D/A
OIC Structured Equity Fund I GPFA, L.P.
File 021-495892
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2024 D
OIC Structured Equity Fund I, L.P.
File 021-524330
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2024 D
OIC Structured Equity CI NY, L.P.
File 021-524325
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2024 D/A
Orion Energy Credit Opportunities GCE Co-Invest, L.P.
File 021-489983
$0$0$0None listed on this filingEDGAR ↗
Aug 8, 2024 D
OIC ZincFive Co-Invest, L.P.
File 021-520988
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2024 D/A
OIC Growth Fund I, L.P.
File 021-446895
$0$0$0None listed on this filingEDGAR ↗
Jun 12, 2024 D
OIC RP Coinvestment Fund, L.P.
File 021-515820
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2023 D
OIC Credit III Solar Co-Invest, L.P.
File 021-500936
$0$0$0None listed on this filingEDGAR ↗
Nov 2, 2023 D
Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P.
File 021-496328
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2023 D
OIC Cumulus Co-invest, L.P.
File 021-487139
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2023 D
OIC Structured Equity Fund I AUS, L.P.
File 021-483824
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2023 D
OIC Structured Equity LMI Fund, L.P.
File 021-483897
$0$0$0None listed on this filingEDGAR ↗
May 24, 2023 D/A
OIC Growth Fund I AUS, L.P.
File 021-449445
$0$0$0None listed on this filingEDGAR ↗
Dec 15, 2022 D
OIC Caliche II Co-Invest, L.P.
File 021-467562
$0$0$0None listed on this filingEDGAR ↗
Nov 10, 2022 D
OIC Shine Fund, L.P.
File 021-464543
$0$0$0None listed on this filingEDGAR ↗
Dec 15, 2021 D
OIC Cumulus Co-invest, L.P.
File 021-425230
$0$0$0None listed on this filingEDGAR ↗
Dec 2, 2021 D
OIC KX Power Fund, L.P.
File 021-423411
$0$0$0Asante Capital Group Advisors LLC BrokerCheck CRD 155178 ↗EDGAR ↗
Nov 23, 2021 D
OIC DH Fund, L.P.
File 021-422298
$0$0$0Asante Capital Group Advisors LLC BrokerCheck CRD 155178 ↗EDGAR ↗
Jun 3, 2021 D
Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P.
File 021-401621
$0$0$0None listed on this filingEDGAR ↗
May 13, 2021 D/A
Orion Energy Credit Opportunities Fund III, L.P.
File 021-355804
$5,473,350$0$0
Orion Energy Partners, L.P. is entitled to a periodic fee for its investment management services in accordance with the organizational documents of the Issuers.
Asante Capital Group Advisors, LLC BrokerCheck CRD 155178 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗		EDGAR ↗
Mar 12, 2021 D/A
Orion Energy Credit Opportunities CarbonLITE Co-Invest, L.P.
File 021-346083
$0$0$0None listed on this filingEDGAR ↗
Feb 1, 2021 D
Orion Energy Partners Umbrella Fund I, L.P.
File 021-388071
$0$0$0
Orion Energy Partners, L.P. (and/or its designee) is entitled to a periodic fee for its investment management services in accordance with the organizational documents of the Issuer.
None listed on this filingEDGAR ↗
Jan 28, 2021 D
Orion Energy Credit Opportunities GCE Co-Invest B, L.P.
File 021-387706
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2020 D
Orion AB Nautilus Infrastructure Fund I, L.P.
File 021-384036
$0$0$0
Orion Energy Partners, L.P. (and/or its designee) is entitled to a periodic fee for its investment management services in accordance with the organizational documents of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗EDGAR ↗
Dec 16, 2020 D
Orion Energy Credit Opportunities Highland Co-Invest, L.P.
File 021-383435
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2020 D
Orion Energy Credit Opportunities GCE Co-Invest, L.P.
File 021-365943
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2019 D
Orion Energy Credit Opportunities FuelCell Co-Invest, L.P.
File 021-355476
$0$0$0None listed on this filingEDGAR ↗
Jun 13, 2019 D
Orion Energy Credit Opportunities Fund II Evolution COI Co-Investment A, L.P.
File 021-341816
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2019 D
Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P.
File 021-336665
$0$0$0None listed on this filingEDGAR ↗
Jun 15, 2018 D
Orion Energy Credit Opportunities Fund II Mohegan Co-Investment, L.P.
File 021-314693
$0$0$0None listed on this filingEDGAR ↗
Jun 7, 2018 D
Orion Energy Credit Opportunities Fund II Evolution Co-Investment B, L.P.
File 021-314111
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2017 D
Orion Energy Credit Opportunities Fund II Keystone Co-Investment, L.P.
File 021-294506
$0$0$0None listed on this filingEDGAR ↗
Mar 29, 2017 D/A
Orion Energy Credit Opportunities Fund II, L.P.
File 021-260144
$8,000,000 (est.)$0$0
Orion Energy Partners, L.P. is entitled to a periodic fee for its investment management services in accordance with the organizational documents of the Issuer.
Asante Capital Group Advisors, LLC BrokerCheck CRD 155178 ↗
via Asante Capital Group Advisors, LLC (CRD 155178 ↗)
EDGAR ↗
Aug 26, 2016 D
Orion Energy Credit Opportunities Fund II King Ranch Co-Investment, L.P.
File 021-269638
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2009 D
Orion Energy Partners L P
File 021-71228
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

Counted across all 43 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, 9:34 AM ET

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

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 24, 2026, 12:01 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 24, 2026, 12:01 AM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 24, 2026, 12:01 AM ET; Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗OE Orion Energy Partners L Pshared management entity, similar issuer namesDENVER, COOil and Gas1$15,159,86016No minimum reported2009–2009
EDGAR ↗OE Orion Energy Credit Opportunities Fund II, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund2$363,588,000
offering $750,000,000 · similar: $155,000–$5,250,000
26
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2017
EDGAR ↗OE Orion Energy Credit Opportunities Fund II King Ranch Co-Investment, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗OE Orion Energy Credit Opportunities Fund II Keystone Co-Investment, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled 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 ↗OE Orion Energy Credit Opportunities Fund II Evolution Co-Investment B, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund1$100,000,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗OE Orion Energy Credit Opportunities Fund II Mohegan Co-Investment, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund1$35,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗OE Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund3$10,387,895
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2023
EDGAR ↗OE Orion Energy Credit Opportunities Fund II Evolution COI Co-Investment A, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled 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 ↗OE Orion Energy Credit Opportunities CarbonLITE Co-Invest, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund2$37,500,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2021
EDGAR ↗Logo Orion Energy Credit Opportunities FuelCell Co-Invest, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled 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 ↗OE Orion Energy Credit Opportunities Fund III, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$1,079,999,000
offering Indefinite · similar: $155,000–$5,250,000
197
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2021
EDGAR ↗OE Orion Energy Credit Opportunities GCE Co-Invest, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund4$45,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2025
EDGAR ↗OE Orion Energy Credit Opportunities Highland Co-Invest, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗OA Orion AB Nautilus Infrastructure Fund I, L.P.shared people, shared management entityNEW YORK, NYPooled 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 ↗OE Orion Energy Credit Opportunities GCE Co-Invest B, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund4$50,000,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2025
EDGAR ↗OE Orion Energy Partners Umbrella Fund I, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗OD OIC DH Fund, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled 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 ↗OK OIC KX Power Fund, L.P.shared people, shared management entityNEW YORK, NYPooled 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 ↗OC OIC Cumulus Co-invest, L.P.shared people, shared management entityNEW YORK, NYPooled Investment Fund2$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗OG OIC Growth Fund I, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$170,480,000
offering Indefinite · similar: $155,000–$5,250,000
92
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2024
EDGAR ↗OG OIC Growth Fund I AUS, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund2$200,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗OS OIC Shine Fund, L.P.shared peopleNEW YORK, NYPooled Investment Fund2$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2024
EDGAR ↗OC OIC Caliche II Co-Invest, L.P.shared people, shared management entityNew York, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗OS OIC Structured Equity LMI Fund, L.P.shared people, similar issuer namesNew York, NYPooled 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 ↗OS OIC Structured Equity Fund I AUS, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled 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 ↗OS OIC Structured Equity Fund I GPFA, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$1,100,000
offering Indefinite · similar: $155,000–$5,250,000
43
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2024
EDGAR ↗OC OIC Credit Opportunities Fund IV, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$862,160,000
offering Indefinite · similar: $155,000–$5,250,000
96
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2025
EDGAR ↗OC OIC Credit III Solar Co-Invest, L.P.shared people, shared management entityNEW YORK, NYOther Energy1$0
offering Indefinite · similar: $1,000,000–$16,613,798
0
similar: 2–13
No minimum reported
similar: $10,000–$100,000
2023–2023
EDGAR ↗OC OIC Credit IV Top-Up Fund, L.P.shared people, shared management entityNEW YORK, NYPooled Investment Fund2$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗OR OIC RP Coinvestment Fund, L.P.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗OZ OIC ZincFive Co-Invest, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗OS OIC Structured Equity Fund I, L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗OS OIC Structured Equity CI NY, L.P.shared people, similar issuer namesNew York, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗OC OIC CargoBeamer Co-Invest, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗OC OIC Credit Opportunities Fund IV (Onshore) FF, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$326,000,000
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2026
EDGAR ↗OC OIC Credit Income Fund I, L.P.shared people, similar issuer namesNew York, NYPooled 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 ↗OG OIC Gevo Co-Invest, L.P.shared people, shared management entityNEW YORK, NYPooled 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 ↗OM OIC MCE Co-Invest, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗OS OIC Structured Equity Fund I Annex, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗OC OIC Credit Fund IV (Onshore) SRF, L.P.shared people, shared management entityNEW YORK, NYPooled 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 ↗OM OIC III MCE Co-Invest Blocked Feeder, LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗OG OIC Growth Opportunities Fund II, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗OG OIC Growth Opportunities Fund II GPFA, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other Energy / 506(b) (1,000 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 11, 2026OIC Growth Opportunities Fund II GPFA, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 11, 2026OIC Growth Opportunities Fund II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 7, 2026OIC Credit Opportunities Fund IV (Onshore) FF, L.P.D/APooled Investment FundIndefinite$326,000,000
EDGAR ↗Apr 14, 2026OIC III MCE Co-Invest Blocked Feeder, LPDPooled Investment FundIndefinite$0
EDGAR ↗Mar 26, 2026OIC Credit Fund IV (Onshore) SRF, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 16, 2026OIC Structured Equity Fund I Annex, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 13, 2026OIC MCE Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 11, 2025OIC Credit Opportunities Fund IV, L.P.D/APooled Investment FundIndefinite$862,160,000
EDGAR ↗Nov 24, 2025OIC Gevo Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 5, 2025OIC Credit Income Fund I, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 23, 2025OIC Credit Opportunities Fund IV (Onshore) FF, L.P.D/APooled Investment FundIndefinite$140,000,000
EDGAR ↗Jul 9, 2025Orion Energy Credit Opportunities GCE Co-Invest B, L.P.D/APooled Investment FundIndefinite$50,000,000
EDGAR ↗Jun 6, 2025Orion Energy Credit Opportunities GCE Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 15, 2025OIC Credit Opportunities Fund IV (Onshore) FF, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 10, 2025OIC CargoBeamer Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 10, 2025OIC Credit IV Top-Up Fund, L.P.D/APooled Investment FundIndefinite$0
EDGAR ↗Dec 11, 2024OIC Credit Opportunities Fund IV, L.P.D/APooled Investment FundIndefinite$785,700,000
EDGAR ↗Oct 31, 2024OIC Shine Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 28, 2024OIC Structured Equity Fund I GPFA, L.P.D/APooled Investment FundIndefinite$1,100,000
EDGAR ↗Sep 18, 2024OIC Structured Equity CI NY, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 18, 2024OIC Structured Equity Fund I, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 13, 2024Orion Energy Credit Opportunities GCE Co-Invest, L.P.D/APooled Investment FundIndefinite$45,000,000
EDGAR ↗Aug 8, 2024OIC ZincFive Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 17, 2024Orion Energy Credit Opportunities GCE Co-Invest B, L.P.D/APooled Investment FundIndefinite$50,000,000
EDGAR ↗Jul 11, 2024OIC Growth Fund I, L.P.D/APooled Investment FundIndefinite$170,480,000
EDGAR ↗Jun 12, 2024OIC RP Coinvestment Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 11, 2024OIC Credit IV Top-Up Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 28, 2023OIC Credit III Solar Co-Invest, L.P.DOther EnergyIndefinite$0
EDGAR ↗Dec 11, 2023OIC Credit Opportunities Fund IV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 2, 2023Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 30, 2023OIC Structured Equity Fund I GPFA, L.P.DPooled Investment FundIndefinite$1,000,000
EDGAR ↗Aug 17, 2023Orion Energy Credit Opportunities GCE Co-Invest, L.P.DPooled Investment FundIndefinite$25,000,000
EDGAR ↗Jul 17, 2023OIC Cumulus Co-invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 14, 2023Orion Energy Credit Opportunities GCE Co-Invest B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 9, 2023OIC Structured Equity LMI Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 9, 2023OIC Structured Equity Fund I AUS, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 24, 2023OIC Growth Fund I, L.P.D/APooled Investment FundIndefinite$87,929,654
EDGAR ↗May 24, 2023OIC Growth Fund I AUS, L.P.D/APooled Investment FundIndefinite$200,000,000
EDGAR ↗Dec 15, 2022OIC Caliche II Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 10, 2022OIC Shine Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 16, 2022OIC Growth Fund I AUS, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 25, 2022OIC Growth Fund I, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 15, 2021OIC Cumulus Co-invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 2, 2021OIC KX Power Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 23, 2021OIC DH Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 3, 2021Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 13, 2021Orion Energy Credit Opportunities Fund III, L.P.D/APooled Investment FundIndefinite$1,079,999,000
EDGAR ↗Mar 12, 2021Orion Energy Credit Opportunities CarbonLITE Co-Invest, L.P.D/APooled Investment FundIndefinite$37,500,000
EDGAR ↗Feb 1, 2021Orion Energy Partners Umbrella Fund I, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 28, 2021Orion Energy Credit Opportunities GCE Co-Invest B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 22, 2020Orion AB Nautilus Infrastructure Fund I, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 16, 2020Orion Energy Credit Opportunities Highland Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 9, 2020Orion Energy Credit Opportunities Fund III, L.P.D/APooled Investment FundIndefinite$710,578,750
EDGAR ↗Apr 29, 2020Orion Energy Credit Opportunities GCE Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 18, 2019Orion Energy Credit Opportunities Fund III, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 13, 2019Orion Energy Credit Opportunities FuelCell Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 8, 2019Orion Energy Credit Opportunities CarbonLITE Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 13, 2019Orion Energy Credit Opportunities Fund II Evolution COI Co-Investment A, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 8, 2019Orion Energy Credit Opportunities Fund II Mohegan Co-Investment B, L.P.DPooled Investment FundIndefinite$10,387,895
EDGAR ↗Jun 15, 2018Orion Energy Credit Opportunities Fund II Mohegan Co-Investment, L.P.DPooled Investment FundIndefinite$35,000,000
EDGAR ↗Jun 7, 2018Orion Energy Credit Opportunities Fund II Evolution Co-Investment B, L.P.DPooled Investment FundIndefinite$100,000,000
EDGAR ↗Sep 12, 2017Orion Energy Credit Opportunities Fund II Keystone Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 29, 2017Orion Energy Credit Opportunities Fund II, L.P.D/APooled Investment Fund$750,000,000$363,588,000
EDGAR ↗Aug 26, 2016Orion Energy Credit Opportunities Fund II King Ranch Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 29, 2016Orion Energy Credit Opportunities Fund II, L.P.DPooled Investment Fund$750,000,000$0
EDGAR ↗Apr 15, 2009Orion Energy Partners L PDOil and Gas$25,000,000$15,159,860

Activity: 8 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 11, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Oil and Gas (2009), Pooled Investment Fund (2016–2023), Other Energy (2023). Latest offering: Pooled Investment Fund (2024–2026; most recent Sep 11, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
Nazar Massouh Nazar MassouhExecutive Officer, Director, Promoter42Mar 29, 2016 → Sep 11, 2026
MF Mark FriedlandExecutive Officer36Aug 8, 2019 → Sep 11, 2026
OL OIC, L.P. entityPromoter28May 25, 2022 → Sep 11, 2026
OE Orion Energy Partners, L.P. entityPromoter18Mar 29, 2016 → Dec 15, 2021
OE Orion Energy Credit Opportunities Fund II GP, L.P. entityExecutive Officer11Mar 29, 2016 → Jul 9, 2025
OE Orion Energy Credit Opportunities Fund II Holdings, LLC entityExecutive Officer11Aug 26, 2016 → Jul 9, 2025
OE Orion Energy Credit Opportunities Fund III Holdings, LLC entityExecutive Officer7Dec 18, 2019 → Apr 14, 2026
OE Orion Energy Credit Opportunities Fund III GP, L.P. entityExecutive Officer6Dec 18, 2019 → Mar 13, 2026
OC OIC Credit Opportunities Fund IV Holdings, LLC entityExecutive Officer5Dec 11, 2023 → May 7, 2026
OC OIC Credit Opportunities Fund IV GP, L.P. entityExecutive Officer5Dec 11, 2023 → May 7, 2026
OS OIC Structured Equity Fund I Upper GP, LLC entityExecutive Officer4Jun 9, 2023 → Mar 16, 2026
OG OIC Growth Fund I Upper GP, LLC entityExecutive Officer4May 25, 2022 → Mar 10, 2025
OG OIC Growth Fund I GP, L.P. entityExecutive Officer4May 25, 2022 → Mar 10, 2025
OS OIC Structured Equity Fund I GP, L.P. entityExecutive Officer3Jun 9, 2023 → Oct 28, 2024
OG OIC Growth Opportunities Fund II GP, L.P. entityExecutive Officer2Sep 11, 2026 → Sep 11, 2026
OG OIC Growth Opportunities Fund II Upper GP, LLC entityExecutive Officer2Sep 11, 2026 → Sep 11, 2026
OM OIC III MCE CI Blocked Feeder GP, LLC entityExecutive Officer1Apr 14, 2026 → Apr 14, 2026
OS OIC Structured Equity Fund I Annex GP, L.P. entityExecutive Officer1Mar 16, 2026 → Mar 16, 2026
OC OIC Credit Income Fund I Holdings, LLC entityExecutive Officer1Nov 5, 2025 → Nov 5, 2025
OC OIC Credit Income Fund I GP, L.P. entityExecutive Officer1Nov 5, 2025 → Nov 5, 2025
OS OIC Shine GP, L.P. entityExecutive Officer1Nov 10, 2022 → Oct 31, 2024
OS OIC Shine Upper GP, LLC entityExecutive Officer1Nov 10, 2022 → Oct 31, 2024
OS OIC Structured Equity CI NY GP, L.P. entityExecutive Officer1Sep 18, 2024 → Sep 18, 2024
OS OIC Structured Equity CI NY Upper GP, LLC entityExecutive Officer1Sep 18, 2024 → Sep 18, 2024
OR OIC RP Coinvestment Fund Upper GP, LLC entityExecutive Officer1Jun 12, 2024 → Jun 12, 2024
OR OIC RP Coinvestment Fund GP, L.P. entityExecutive Officer1Jun 12, 2024 → Jun 12, 2024
OS OIC Structured Equity LMI Fund GP, L.P. entityExecutive Officer1Jun 9, 2023 → Jun 9, 2023
OS OIC Structured Equity LMI Fund Upper GP, LLC entityExecutive Officer1Jun 9, 2023 → Jun 9, 2023
OK OIC KX Power Holdings, LLC entityExecutive Officer1Dec 2, 2021 → Dec 2, 2021
OK OIC KX Power GP, L.P. entityExecutive Officer1Dec 2, 2021 → Dec 2, 2021
OD OIC DH GP, L.P. entityExecutive Officer1Nov 23, 2021 → Nov 23, 2021
OD OIC DH Upper GP, LLC entityExecutive Officer1Nov 23, 2021 → Nov 23, 2021
OE Orion Energy Partners Umbrella Fund I GP, L.P. entityPromoter1Feb 1, 2021 → Feb 1, 2021
OE Orion Energy Partners Umbrella Fund I Holdings, LLC entityPromoter1Feb 1, 2021 → Feb 1, 2021
OA Orion AB Nautilus Infrastructure I Holdings, LLC entityPromoter1Dec 22, 2020 → Dec 22, 2020
OA Orion AB Nautilus Infrastructure Fund I GP, L.P. entityPromoter1Dec 22, 2020 → Dec 22, 2020
OE Orion Energy Credit Opportinities Fund II Holdings, LLC entityExecutive Officer1Mar 29, 2016 → Mar 29, 2016
JL James D. LightnerExecutive Officer, Director1Apr 15, 2009 → Apr 15, 2009
RM Rodney G. MellotExecutive Officer1Apr 15, 2009 → Apr 15, 2009
TD Thomas W. DykExecutive Officer, Director1Apr 15, 2009 → Apr 15, 2009
DH Douglas R. HarrisExecutive Officer1Apr 15, 2009 → Apr 15, 2009
OE Orion Energy Partners, Inc. entityExecutive Officer1Apr 15, 2009 → Apr 15, 2009
DB Daniel G. BlanchardExecutive Officer, Director1Apr 15, 2009 → Apr 15, 2009

Business registration (state registry / Secretary of State)

None of the 30 issuers (first 30 of 43 issuers checked; each issuer page has its own record) has a record in the registries searched.

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

Adviser registration (Form ADV)

OIC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Feb 17, 2016 · SEC file 801-107230 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $4,507,710,009 as reported on Form ADV filed Apr 1, 2026 (Item 5.F(2)(c)) · 46 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/orion-energy-partners/mycompany ↗

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

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

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

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Orion Energy as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

Official links only, each with where it was found. We never collect personal or family accounts. Checked Oct 24, 2026.

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Look further

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Found on the sponsor's own site

orionenergy.com ↗ found on orionenergy.com — domain named after the issuer; homepage names "Orion Energy"

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Courts

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Securities regulators

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Business registries

Colorado Secretary of State business search ↗New York Secretary of State business search ↗OpenCorporates ↗