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

Sponsor Check › Sponsor group

GL

Group linked by Patrick JC Shaw

One sponsor team, 46 deal companies · New York, NY

Grouped because: 15 shared people, same business address (22 issuers), similar issuer names (15) (automatic match from the filings) · not the same sponsor?

46deal companies
$10.35Breported sold
3,622investors
286Form D filings
2009–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group May 29, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Group linked by Patrick JC Shaw is a sponsor group of 46 issuers that PartnerFacts links to one sponsor (shared people, similar issuer names, same business address, shared principal (person on 60+ issuers) at the same address or management entity; automatic match from the filings), filing 286 Form D filings between Mar 2009 and May 2026.

What this means One team, 46 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: $10.35B to 3,622 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (45), "Other" (1). Issuers are based in NY (45), DE (1).

What this means $10.35B raised across the group, about $2.86M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Patrick JC Shaw (41 issuers, executive officer and director), Kurt Dudas (38 issuers, executive officer and director), Andrew Sommers (37 issuers, executive officer and director), Sanford B Ehrenkranz (37 issuers, executive officer and director), Joel S Ehrenkranz (36 issuers, executive officer and director) and 19 more.

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

Activity: 0 new offerings in the last 12 months; latest filing May 29, 2026.

What this means No new raise filed in the past year.

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

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

We compared the newest 50 of 286 public filings for Group linked by Patrick JC Shaw and found 21 differences, 13 worth asking the sponsor about: NY lists EP CSF L.P. as inactive; 6 offerings reported less sold on a later filing than an earlier one; 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 Group linked by Patrick JC Shaw has not run yet — it is joining a line of 53,170 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

1 case: 1 judgment

Kirschner v. AQR Funds (AQR Diversified Arbitrage Fund) judgment
District Court, S.D. New York · No. 1:20-cv-04289 · Filed Jun 5, 2020 · Closed Aug 28, 2020 · Nature of suit: 890 Other Statutory Actions · Cause: 11:101 Bankruptcy
Role of Kirschner v. AQR Funds (AQR Diversified Arbitrage Fund): Party · Outcome: Terminated 2020-08-28 — FJC Integrated Database disposition: Other; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
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 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 Group linked by Patrick JC Shaw..

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

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), 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). · Last checked Oct 24, 2026, 2:16 AM ET.

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

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.

21 differences found between the filings for Group linked by Patrick JC Shaw — 13 worth asking about (compared the newest 50 of 286 filings on Oct 24, 2026; older filings not covered)

Note · Sep 9, 2002 – Apr 24, 2008

Bankruptcy case: Lodgian, Inc. v. Ehrenkranz & Ehrenkranz LLP — filed Sep 9, 2002

United States Bankruptcy Court, S.D. New York docket "Lodgian, Inc. v. Ehrenkranz & Ehrenkranz LLP" filed Sep 9, 2002, closed Apr 24, 2008. Joel S Ehrenkranz (listed on the same filings) is listed as Defendant ("Ehrenkranz & Ehrenkranz LLP"). Our match estimate: 70%.

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, S.D. New York ↗Joel S Ehrenkranz — PartnerFacts page ↗
Sources
Worth asking · May 29, 2026

NY lists EP CSF L.P. as inactive — a Form D was filed May 29, 2026

The NY business registry lists EP CSF L.P. (entity no. 5620655) as "Not listed in the registry's Active Corporations dataset" / "CERTIFICATE OF CHANGE BY ENTITY" (status date not stated), but EP CSF LP (member issuer) was still raising money on May 29, 2026, when a Form D/A was filed. Ask why.

What this means The state lists this company as not in existence or not in good standing as of the date shown, but a Form D was filed near or after that date. Registries lag, companies get reinstated, and some funds wind down right after their last filing — ask the sponsor whether the entity is in good standing today.

NY business registry — EP CSF L.P. (entity no. 5620655) ↗Dataset row we read (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations)) ↗Form D/A · May 29, 2026 ↗EP CSF LP — PartnerFacts page ↗
Sources
Worth asking · Dec 8, 2023 – May 14, 2026

6 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — EP Real Estate Investment Fund 2024 L.P. · Amount sold went down between filings — EP CSF Ltd. · Amount sold went down between filings — EP Hedged Equity Strategies Ltd. · Amount sold went down between filings — EP Absolute Return Strategies Two Ltd. · Amount sold went down between filings — EP TFF L.P. · and 1 more

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D/A (earlier) · May 14, 2025 ↗Form D/A (later) · May 14, 2026 ↗EP Real Estate Investment Fund 2024 L.P. — PartnerFacts page ↗Form D/A (earlier) · Mar 26, 2024 ↗
Sources
Worth asking · Mar 26, 2024 – May 29, 2026

12 offerings reported fewer investors on a later filing

Investor count went down between filings — EP DFF L.P. · Investor count went down between filings — EP CSF LP · Investor count went down between filings — EP Real Estate Investment Fund 2024 L.P. · Investor count went down between filings — EP Life Sciences L.P. · Investor count went down between filings — EP Absolute Return Strategies L.P. · and 7 more

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · May 29, 2025 ↗Form D/A (later) · May 29, 2026 ↗EP DFF L.P. — PartnerFacts page ↗Form D/A (earlier) · May 29, 2025 ↗
Sources
Note · Mar 27, 2023 – May 29, 2026

40 other issuers file from the same address — 22 member issuers (EP Asia Equity Strategies L.P.; EP CONCENTRATED EQUITY STRATEGIES L.P.; EP Concentrated Equity Strategies Ltd; …)

The address on file, 375 Park Avenue, New York, NY, is used by 62 issuers in our index across 12 sponsor groups; 40 are outside this group. It is on our registered-agent / shared-office list (96 issuers in 27 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.

EP Asia Equity Strategies L.P. — PartnerFacts page ↗EP CONCENTRATED EQUITY STRATEGIES L.P. — PartnerFacts page ↗EP Concentrated Equity Strategies Ltd — PartnerFacts page ↗EDGAR filer page · EP Asia Equity Strategies L.P. ↗
Sources
Worth asking · Apr 30, 2024 – Aug 9, 2024

Form D filed 101 days after the first sale — EP Private Equity Strategies 2024 L.P.

The filing says the first sale was Apr 30, 2024. The Form D was filed Aug 9, 2024 — 101 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 86 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 9, 2024 ↗EP Private Equity Strategies 2024 L.P. — PartnerFacts page ↗
Sources
Worth asking · Jun 1, 2024 – Aug 9, 2024

Form D filed 69 days after the first sale — EP Strategic Income Fund - Insurance L.P.

The filing says the first sale was Jun 1, 2024. The Form D was filed Aug 9, 2024 — 69 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 54 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 9, 2024 ↗EP Strategic Income Fund - Insurance L.P. — PartnerFacts page ↗
Sources
Note · Jan 1, 2021 – May 29, 2025

5 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 — EP TFF L.P. (latest filing May 29, 2025) · No amendment in the last 12 months on an offering that may still be open — EP AAF L.P. (latest filing May 14, 2025) · No amendment in the last 12 months on an offering that may still be open — EP Acquisition Fund L.P. (latest filing Mar 21, 2025) · No amendment in the last 12 months on an offering that may still be open — EP Strategic Income Fund - Insurance L.P. (latest filing Aug 9, 2024) · No amendment in the last 12 months on an offering that may still be open — PSF Partners Two L.P. (latest filing May 14, 2024)

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 · May 29, 2025 ↗EP TFF L.P. — PartnerFacts page ↗Form D/A · May 14, 2025 ↗EP AAF L.P. — PartnerFacts page ↗
Sources
Note · Oct 15, 2009 – Dec 4, 2020

4 people are written more than one way across the filings

Sanford B Ehrenkranz is written 2 different ways on the filings · Kabir Kapoor is written 2 different ways on the filings · Patrick JC Shaw is written 2 different ways on the filings · John Ehrenkranz is written 2 different ways on the filings

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

Form D/A · Oct 15, 2009 ↗Form D · Dec 4, 2020 ↗Sanford B Ehrenkranz — PartnerFacts page ↗Form D · Sep 10, 2019 ↗
Sources
Worth asking · Dec 4, 2020

2 separate companies in this group use the same name: "EP TFF L.P."

CIK 1834493 (first filed Dec 4, 2020, New York, NY); CIK 1834492 (first filed Dec 4, 2020, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

EP TFF L.P. — PartnerFacts page ↗EP TFF Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1834493 ↗EDGAR filer page · CIK 1834492 ↗
Sources
Worth asking · Feb 4, 2019 – Feb 11, 2020

2 separate companies in this group use the same name: "EP Private Equity Strategies 2019"

CIK 1766766 (first filed Feb 4, 2019, New York, NY); CIK 1802746 (first filed Feb 11, 2020, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

EP Private Equity Strategies 2019 — PartnerFacts page ↗EP Private Equity Strategies 2019 Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1766766 ↗EDGAR filer page · CIK 1802746 ↗
Sources
Worth asking · Sep 10, 2019

2 separate companies in this group use the same name: "EP CSF Ltd."

CIK 1787535 (first filed Sep 10, 2019, New York, NY); CIK 1787534 (first filed Sep 10, 2019, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

EP CSF Ltd. — PartnerFacts page ↗EP CSF LP — PartnerFacts page ↗EDGAR filer page · CIK 1787535 ↗EDGAR filer page · CIK 1787534 ↗
Sources
Worth asking · Nov 21, 2018 – Feb 27, 2019

2 separate companies in this group use the same name: "EP Private Credit Strategies L.P."

CIK 1759633 (first filed Nov 21, 2018, New York, NY); CIK 1768930 (first filed Feb 27, 2019, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

EP Private Credit Strategies L.P. — PartnerFacts page ↗EP Private Credit Strategies Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1759633 ↗EDGAR filer page · CIK 1768930 ↗
Sources
Worth asking · Jun 28, 2018

2 separate companies in this group use the same name: "EP Life Sciences Ltd."

CIK 1744905 (first filed Jun 28, 2018, New York, NY); CIK 1744892 (first filed Jun 28, 2018, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

EP Life Sciences Ltd. — PartnerFacts page ↗EP Life Sciences L.P. — PartnerFacts page ↗EDGAR filer page · CIK 1744905 ↗EDGAR filer page · CIK 1744892 ↗
Sources
Worth asking · Oct 15, 2009 – Jun 9, 2010

2 separate companies in this group use the same name: "EP Hedged Equity Strategies L.P."

CIK 1448359 (first filed Oct 15, 2009, New York, NY); CIK 1481760 (first filed Jun 9, 2010, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

EP Hedged Equity Strategies L.P. — PartnerFacts page ↗EP Hedged Equity Strategies Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1448359 ↗EDGAR filer page · CIK 1481760 ↗
Sources
Worth asking · Jun 9, 2010

2 separate companies in this group use the same name: "EP Absolute Return Strategies L.P."

CIK 1481796 (first filed Jun 9, 2010, New York, NY); CIK 1481761 (first filed Jun 9, 2010, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

EP Absolute Return Strategies L.P. — PartnerFacts page ↗EP Absolute Return Strategies Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1481796 ↗EDGAR filer page · CIK 1481761 ↗
Sources
Worth asking · Mar 5, 2009 – Mar 11, 2009

2 separate companies in this group use the same name: "EP CONCENTRATED EQUITY STRATEGIES L.P."

CIK 1405385 (first filed Mar 5, 2009, New York, NY); CIK 1405397 (first filed Mar 11, 2009, New York, NY).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

EP CONCENTRATED EQUITY STRATEGIES L.P. — PartnerFacts page ↗EP Concentrated Equity Strategies Ltd — PartnerFacts page ↗EDGAR filer page · CIK 1405385 ↗EDGAR filer page · CIK 1405397 ↗
Sources
Note · May 14, 2024 – May 29, 2026

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

Address on file is a registered agent / shared office — EP Private Equity Strategies 2024 L.P. · Address on file is a registered agent / shared office — EP DFF L.P. · Address on file is a registered agent / shared office — EP TFF L.P. · Address on file is a registered agent / shared office — EP SCF L.P. · Address on file is a registered agent / shared office — EP CSF LP · and 13 more

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

Form D/A · May 29, 2026 ↗EP Private Equity Strategies 2024 L.P. — PartnerFacts page ↗Form D/A · May 29, 2026 ↗EP DFF L.P. — PartnerFacts page ↗
Sources
Note · Nov 18, 2010 – May 29, 2026

Member companies were formed in 2 different states

Delaware (34), Cayman Islands (12) — out of 46 member issuers. The odd ones out: EP Concentrated Equity Strategies Ltd (Cayman Islands); EP Absolute Return Strategies Two Ltd. (Cayman Islands); EP Hedged Equity Strategies Ltd. (Cayman Islands); EP Absolute Return Strategies Ltd. (Cayman Islands); Institutional Direct Lending Fund Three Ltd. (Cayman Islands); Institutional Distressed Opportunities Fund Ltd. (Cayman Islands).

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.

Group linked by Patrick JC Shaw — sponsor group page ↗EP Concentrated Equity Strategies Ltd — PartnerFacts page ↗EP Absolute Return Strategies Two Ltd. — PartnerFacts page ↗EP Hedged Equity Strategies Ltd. — PartnerFacts page ↗
Sources
Note · Nov 18, 2010 – May 29, 2026

Member companies list addresses in 2 different states

NY (45), DE (1). 22 members use a registered-agent or shared-office address: EP Asia Equity Strategies L.P. (375 Park Avenue, New York, NY); EP CONCENTRATED EQUITY STRATEGIES L.P. (375 Park Avenue, New York, NY); EP Concentrated Equity Strategies Ltd (375 Park Avenue, New York, NY); EP Hedged Equity Strategies L.P. (375 Park Avenue, 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.

Group linked by Patrick JC Shaw — sponsor group page ↗EP Asia Equity Strategies L.P. — PartnerFacts page ↗EP CONCENTRATED EQUITY STRATEGIES L.P. — PartnerFacts page ↗EP Concentrated Equity Strategies Ltd — PartnerFacts page ↗
Sources
Note · Mar 5, 2009 – May 14, 2026

8 issuers used a different name before

Issuer used a different name before — EP Real Estate Investment Fund 2024 L.P. · Issuer used a different name before — EP Absolute Return Strategies L.P. · Issuer used a different name before — EP Hedged Equity Strategies L.P. · Issuer used a different name before — EP CONCENTRATED EQUITY STRATEGIES L.P. · Issuer used a different name before — EP Asia Equity Strategies L.P. · and 3 more

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

EDGAR filer page ↗EP Real Estate Investment Fund 2024 L.P. — PartnerFacts page ↗EDGAR filer page ↗EP Absolute Return Strategies 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 286 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

1 of 55 offerings reports sales commissions totalling $21,200,000; 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
May 29, 2026 D/A
EP CSF LP
File 021-348384
$0$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
EP SCF L.P.
File 021-378927
$0$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
EP DFF L.P.
File 021-385164
$0$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
EP TFF L.P.
File 021-434982
$21,200,000$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
EP Private Equity Strategies 2024 L.P.
File 021-521151
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Hedged Equity Strategies L.P.
File 021-123638
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Absolute Return Strategies L.P.
File 021-143213
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Asia Equity Strategies L.P.
File 021-143214
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP CONCENTRATED EQUITY STRATEGIES L.P.
File 021-143216
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Life Sciences L.P.
File 021-315695
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Real Estate Investment Fund 2024 L.P.
File 021-448402
$0$0$0None listed on this filingEDGAR ↗
May 13, 2026 D/A
EP Private Credit Strategies 2025 L.P.
File 021-545908
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2026 D/A
EP Hedged Equity Strategies Ltd.
File 021-143209
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2026 D/A
EP Absolute Return Strategies Two Ltd.
File 021-143210
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2026 D/A
EP Life Sciences Ltd.
File 021-315691
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2026 D/A
EP CSF Ltd.
File 021-348383
$0$0$0None listed on this filingEDGAR ↗
May 29, 2025 D/A
EP TFF L.P.
File 021-382237
$0$0$0None listed on this filingEDGAR ↗
May 14, 2025 D/A
EP AAF L.P.
File 021-448542
$0$0$0None listed on this filingEDGAR ↗
Mar 21, 2025 D/A
EP Acquisition Fund L.P.
File 021-457726
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2024 D
EP Strategic Income Fund - Insurance L.P.
File 021-521150
$0$0$0None listed on this filingEDGAR ↗
May 14, 2024 D/A
PSF Partners Two L.P.
File 021-403299
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2024 D/A
EP TFF Ltd.
File 021-382236
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2024 D/A
EP Private Credit Strategies Two L.P.
File 021-432830
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2023 D/A
EP Blockchain Technology Fund Two - EP Acq.
File 021-440980
$0$0$0None listed on this filingEDGAR ↗
Mar 27, 2023 D/A
EP Concentrated Equity Strategies Ltd
File 021-105360
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 27, 2023 D/A
EP Blockchain Technology Fund Ep Acq.
File 021-394542
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2023 D/A
EP Acquisition Fund L.P.
File 021-431838
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2022 D
EP AHF L.P.
File 021-431229
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2022 D
EP AHF L.P.
File 021-431230
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2022 D
EP AHF L.P.
File 021-431232
$0$0$0None listed on this filingEDGAR ↗
Jan 18, 2022 D/A
EP Private Equity Strategies 2019
File 021-332067
$0$0$0None listed on this filingEDGAR ↗
Jan 5, 2022 D/A
EP MFF L.P.
File 021-385161
$0$0$0None listed on this filingEDGAR ↗
Jan 5, 2022 D/A
EP MFF L.P.
File 021-385162
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2021 D/A
EP Multifamily Real Estate Fund Ltd.
File 021-360261
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2021 D/A
EP Private Equity Strategies 2019 Ltd.
File 021-360262
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2021 D/A
Multifamily Real Estate Fund
File 021-360263
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2020 D/A
EP Private Credit Strategies L.P.
File 021-326347
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2020 D/A
EP Acquisition Fund L.P.
File 021-292945
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2020 D/A
EP Absolute Return Strategies Ltd.
File 021-143211
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2020 D/A
EP Private Credit Strategies Ltd.
File 021-333662
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2018 D/A
Institutional Distressed Opportunities Fund Ltd.
File 021-298927
$0$0$0None listed on this filingEDGAR ↗
Feb 28, 2018 D/A
Direct Lending Fund Three L.P.
File 021-278439
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2018 D
PSF Partners L.P.
File 021-303444
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2017 D/A
CRF Partners L.P.
File 021-267741
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2017 D
Institutional Direct Lending Fund Three Ltd.
File 021-280526
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2016 D/A
Energy Opportunity Fund L.P.
File 021-205471
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2016 D
GSO Credit Series - EP Acq.
File 021-262347
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2016 D
BSL Partners L.P.
File 021-258156
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2016 D/A
Direct Lending Fund Two L.P.
File 021-231497
$0$0$0None listed on this filingEDGAR ↗
Oct 8, 2015 D/A
EP Acquisition Fund L.P.
File 021-226691
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2012 D
Direct Lending Fund L.P.
File 021-181399
$0$0$0None listed on this filingEDGAR ↗
Jul 7, 2011 D
Acquisition Fund 2011 L.P.
File 021-162446
$0$0$0None listed on this filingEDGAR ↗
Nov 18, 2010 D/A
Tribeca Enterprises LLC
File 021-144592
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2010 D/A
EP Asia Equity Strategies L.P.
File 021-101802
$0$0$0 (est.)
Proceeds will be used for Investment Capital
None listed on this filingEDGAR ↗
Mar 12, 2010 D/A
EP CONCENTRATED EQUITY STRATEGIES L.P.
File 021-105420
$0$0$0 (est.)
Proceeds will be used for Investment Capital
None listed on this filingEDGAR ↗
How this is counted

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

Counted across all 46 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

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

0 recorded documents and 0 ownership records matched to Group linked by Patrick JC Shaw in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

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

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗EA EP Asia Equity Strategies L.P.shared peopleNew York, NYPooled Investment Fund20$444,532,292
offering Indefinite · similar: $155,000–$5,250,000
303
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗EC EP CONCENTRATED EQUITY STRATEGIES L.P.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund18$280,180,311
offering Indefinite · similar: $155,000–$5,250,000
175
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗EC EP Concentrated Equity Strategies Ltdshared people, similar issuer namesNew York, NYPooled Investment Fund16$119,944,727
offering Indefinite · similar: $155,000–$5,250,000
61
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2023
EDGAR ↗EH EP Hedged Equity Strategies L.P.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund17$2,533,771,504
offering Indefinite · similar: $155,000–$5,250,000
584
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗EA EP Absolute Return Strategies L.P.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund17$3,538,861,488
offering Indefinite · similar: $155,000–$5,250,000
618
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2026
EDGAR ↗EA EP Absolute Return Strategies Two Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund16$519,742,274
offering Indefinite · similar: $155,000–$5,250,000
151
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2026
EDGAR ↗EH EP Hedged Equity Strategies Ltd.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund17$398,007,200
offering Indefinite · similar: $155,000–$5,250,000
134
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2026
EDGAR ↗EA EP Absolute Return Strategies Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund12$148,155,669
offering Indefinite · similar: $155,000–$5,250,000
43
similar: 4–27
$100,000
similar: $1,000–$100,000
2010–2020
EDGAR ↗TE Tribeca Enterprises LLCshared peopleNEW YORK, NYOther2$5,700,00018$1,0002010–2010
EDGAR ↗AF Acquisition Fund 2011 L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund1$5,900,0008No minimum reported2011–2011
EDGAR ↗DL Direct Lending Fund L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund1$35,850,00017No minimum reported2012–2012
EDGAR ↗EO Energy Opportunity Fund L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund4$77,615,000
offering Indefinite · similar: $155,000–$5,250,000
61
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2016
EDGAR ↗EA EP Acquisition Fund L.P.shared peopleNEW YORK, NYPooled Investment Fund12$200,463,333
offering Indefinite · similar: $155,000–$5,250,000
111
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2025
EDGAR ↗DL Direct Lending Fund Two L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund2$109,875,000
offering Indefinite · similar: $155,000–$5,250,000
73
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2016
EDGAR ↗BP BSL Partners L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund1$18,500,000
offering Indefinite · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗GC GSO Credit Series - EP Acq.shared people, same business addressNEW YORK, NYPooled Investment Fund1$62,675,000
offering Indefinite · similar: $155,000–$5,250,000
39
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗CP CRF Partners L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund2$24,900,000
offering Indefinite · similar: $155,000–$5,250,000
19
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2017
EDGAR ↗DL Direct Lending Fund Three L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund5$165,175,000
offering Indefinite · similar: $155,000–$5,250,000
103
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2018
EDGAR ↗ID Institutional Direct Lending Fund Three Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressNEW YORK, NYPooled Investment Fund1$11,500,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗ID Institutional Distressed Opportunities Fund Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressNEW YORK, NYPooled Investment Fund2$15,000,000
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
$100,000
similar: $1,000–$100,000
2017–2018
EDGAR ↗PP PSF Partners L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund1$48,660,000
offering Indefinite · similar: $155,000–$5,250,000
44
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗EL EP Life Sciences L.P.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund9$507,821,582
offering Indefinite · similar: $155,000–$5,250,000
223
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2026
EDGAR ↗EL EP Life Sciences Ltd.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund9$52,817,488
offering Indefinite · similar: $155,000–$5,250,000
26
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2026
EDGAR ↗EP EP Private Credit Strategies L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund3$139,897,322
offering Indefinite · similar: $155,000–$5,250,000
70
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2020
EDGAR ↗EP EP Private Equity Strategies 2019shared people, same business addressNEW YORK, NYPooled Investment Fund4$128,665,494
offering Indefinite · similar: $155,000–$5,250,000
64
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2022
EDGAR ↗EP EP Private Credit Strategies Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressNEW YORK, NYPooled Investment Fund3$28,750,000
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
$100,000
similar: $1,000–$100,000
2019–2020
EDGAR ↗EC EP CSF LPshared people, similar issuer namesNEW YORK, NYPooled Investment Fund8$197,424,406
offering Indefinite · similar: $155,000–$5,250,000
19
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2026
EDGAR ↗EC EP CSF Ltd.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund9$16,268,281
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
$100,000
similar: $1,000–$100,000
2019–2026
EDGAR ↗MR Multifamily Real Estate Fundshared people, same business addressNEW YORK, NYPooled Investment Fund2$41,750,000
offering Indefinite · similar: $155,000–$5,250,000
39
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2021
EDGAR ↗EM EP Multifamily Real Estate Fund Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressNEW YORK, NYPooled Investment Fund2$5,250,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
$100,000
similar: $1,000–$100,000
2020–2021
EDGAR ↗EP EP Private Equity Strategies 2019 Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressNEW YORK, NYPooled Investment Fund2$24,250,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
$100,000
similar: $1,000–$100,000
2020–2021
EDGAR ↗ES EP SCF L.P.shared peopleNEW YORK, NYPooled Investment Fund8$105,163,643
offering Indefinite · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2026
EDGAR ↗ET EP TFF Ltd.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund5$9,590,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
$100,000
similar: $1,000–$100,000
2020–2024
EDGAR ↗ET EP TFF L.P.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund13$294,652,668
offering Indefinite · similar: $155,000–$5,250,000
36
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2026
EDGAR ↗EM EP MFF L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund4$215,073,672
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2022
EDGAR ↗ED EP DFF L.P.shared peopleNEW YORK, NYPooled Investment Fund7$230,406,735
offering Indefinite · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2026
EDGAR ↗EB EP Blockchain Technology Fund Ep Acq.shared people, similar issuer namesNEW YORK, DEPooled Investment Fund3$42,765,000
offering Indefinite · similar: $155,000–$5,250,000
93
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗PP PSF Partners Two L.P.shared peopleNEW YORK, NYPooled Investment Fund4$80,885,000
offering Indefinite · similar: $155,000–$5,250,000
56
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2024
EDGAR ↗EA EP AHF L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund3$40,105,650
offering Indefinite · similar: $155,000–$5,250,000
52
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗EP EP Private Credit Strategies Two L.P.shared peopleNEW YORK, NYPooled Investment Fund3$156,550,000
offering Indefinite · similar: $155,000–$5,250,000
71
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2024
EDGAR ↗EB EP Blockchain Technology Fund Two - EP Acq.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund2$34,350,000
offering Indefinite · similar: $155,000–$5,250,000
43
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗ER EP Real Estate Investment Fund 2024 L.P.shared peopleNEW YORK, NYPooled Investment Fund5$97,980,000
offering Indefinite · similar: $155,000–$5,250,000
47
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2026
EDGAR ↗EA EP AAF L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund4$25,500,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2025
EDGAR ↗ES EP Strategic Income Fund - Insurance L.P.shared peopleNEW YORK, NYPooled Investment Fund1$3,133,719
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗EP EP Private Equity Strategies 2024 L.P.shared peopleNEW YORK, NYPooled Investment Fund3$85,375,000
offering Indefinite · similar: $155,000–$5,250,000
43
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2026
EDGAR ↗EP EP Private Credit Strategies 2025 L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund2$145,700,000
offering Indefinite · similar: $155,000–$5,250,000
60
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2026

"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 ↗May 29, 2026EP Private Equity Strategies 2024 L.P.D/APooled Investment FundIndefinite$85,375,000
EDGAR ↗May 29, 2026EP DFF L.P.D/APooled Investment FundIndefinite$78,313,926
EDGAR ↗May 29, 2026EP TFF L.P.D/APooled Investment FundIndefinite$21,200,000
EDGAR ↗May 29, 2026EP SCF L.P.D/APooled Investment FundIndefinite$105,163,643
EDGAR ↗May 29, 2026EP CSF LPD/APooled Investment FundIndefinite$197,424,406
EDGAR ↗May 14, 2026EP Real Estate Investment Fund 2024 L.P.D/APooled Investment FundIndefinite$85,200,000
EDGAR ↗May 14, 2026EP Life Sciences L.P.D/APooled Investment FundIndefinite$507,821,582
EDGAR ↗May 14, 2026EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$3,538,861,488
EDGAR ↗May 14, 2026EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$2,533,771,504
EDGAR ↗May 14, 2026EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$280,180,311
EDGAR ↗May 14, 2026EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$444,532,292
EDGAR ↗May 13, 2026EP Private Credit Strategies 2025 L.P.D/APooled Investment FundIndefinite$145,700,000
EDGAR ↗Mar 16, 2026EP CSF Ltd.D/APooled Investment FundIndefinite$16,268,281
EDGAR ↗Mar 16, 2026EP Life Sciences Ltd.D/APooled Investment FundIndefinite$52,817,488
EDGAR ↗Mar 16, 2026EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$41,620,471
EDGAR ↗Mar 16, 2026EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$355,969,809
EDGAR ↗May 29, 2025EP TFF L.P.D/APooled Investment FundIndefinite$21,200,000
EDGAR ↗May 29, 2025EP TFF L.P.D/APooled Investment FundIndefinite$122,463,387
EDGAR ↗May 29, 2025EP SCF L.P.D/APooled Investment FundIndefinite$105,163,643
EDGAR ↗May 29, 2025EP Private Equity Strategies 2024 L.P.D/APooled Investment FundIndefinite$33,800,000
EDGAR ↗May 29, 2025EP DFF L.P.D/APooled Investment FundIndefinite$78,313,926
EDGAR ↗May 29, 2025EP CSF LPD/APooled Investment FundIndefinite$197,424,406
EDGAR ↗May 14, 2025EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$2,523,740,891
EDGAR ↗May 14, 2025EP Life Sciences L.P.D/APooled Investment FundIndefinite$471,050,887
EDGAR ↗May 14, 2025EP Real Estate Investment Fund 2024 L.P.D/APooled Investment FundIndefinite$97,980,000
EDGAR ↗May 14, 2025EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$277,214,811
EDGAR ↗May 14, 2025EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$417,067,528
EDGAR ↗May 14, 2025EP AAF L.P.D/APooled Investment FundIndefinite$25,500,000
EDGAR ↗May 14, 2025EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$3,347,250,312
EDGAR ↗May 13, 2025EP Private Credit Strategies 2025 L.P.DPooled Investment FundIndefinite$67,250,000
EDGAR ↗Mar 21, 2025EP TFF L.P.D/APooled Investment FundIndefinite$121,670,267
EDGAR ↗Mar 21, 2025EP Life Sciences Ltd.D/APooled Investment FundIndefinite$46,309,988
EDGAR ↗Mar 21, 2025EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$41,620,471
EDGAR ↗Mar 21, 2025EP CSF Ltd.D/APooled Investment FundIndefinite$852,320
EDGAR ↗Mar 21, 2025EP Acquisition Fund L.P.D/APooled Investment FundIndefinite$200,463,333
EDGAR ↗Mar 21, 2025EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$289,787,407
EDGAR ↗Feb 14, 2025EP TFF L.P.D/APooled Investment FundIndefinite$21,200,000
EDGAR ↗Nov 26, 2024EP DFF L.P.D/APooled Investment FundIndefinite$78,313,926
EDGAR ↗Oct 11, 2024EP SCF L.P.D/APooled Investment FundIndefinite$105,163,643
EDGAR ↗Oct 9, 2024EP SCF L.P.D/APooled Investment FundIndefinite$105,163,643
EDGAR ↗Aug 29, 2024EP CSF LPD/APooled Investment FundIndefinite$197,424,406
EDGAR ↗Aug 9, 2024EP Private Equity Strategies 2024 L.P.DPooled Investment FundIndefinite$14,650,000
EDGAR ↗Aug 9, 2024EP Strategic Income Fund - Insurance L.P.DPooled Investment FundIndefinite$3,133,719
EDGAR ↗May 14, 2024PSF Partners Two L.P.D/APooled Investment FundIndefinite$80,885,000
EDGAR ↗May 14, 2024EP Real Estate Investment Fund 2024 L.P.D/APooled Investment FundIndefinite$82,700,000
EDGAR ↗May 14, 2024EP Life Sciences L.P.D/APooled Investment FundIndefinite$448,763,010
EDGAR ↗May 14, 2024EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$2,507,923,632
EDGAR ↗May 14, 2024EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$273,566,857
EDGAR ↗May 14, 2024EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$405,450,929
EDGAR ↗May 14, 2024EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$3,133,053,935
EDGAR ↗May 14, 2024EP AAF L.P.D/APooled Investment FundIndefinite$25,500,000
EDGAR ↗Apr 15, 2024EP Acquisition Fund L.P.D/APooled Investment FundIndefinite$199,967,500
EDGAR ↗Mar 26, 2024EP TFF Ltd.D/APooled Investment FundIndefinite$9,590,000
EDGAR ↗Mar 26, 2024EP TFF L.P.D/APooled Investment FundIndefinite$294,652,668
EDGAR ↗Mar 26, 2024EP Life Sciences Ltd.D/APooled Investment FundIndefinite$46,111,375
EDGAR ↗Mar 26, 2024EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$397,736,193
EDGAR ↗Mar 26, 2024EP CSF Ltd.D/APooled Investment FundIndefinite$2,000,000
EDGAR ↗Mar 26, 2024EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$503,973,475
EDGAR ↗Feb 22, 2024EP TFF L.P.D/APooled Investment FundIndefinite$21,200,000
EDGAR ↗Jan 24, 2024EP Private Credit Strategies Two L.P.D/APooled Investment FundIndefinite$156,550,000
EDGAR ↗Dec 8, 2023EP DFF L.P.D/APooled Investment FundIndefinite$160,987,016
EDGAR ↗Oct 10, 2023EP SCF L.P.D/APooled Investment FundIndefinite$105,163,643
EDGAR ↗Sep 1, 2023EP CSF LPD/APooled Investment FundIndefinite$196,424,406
EDGAR ↗May 25, 2023PSF Partners Two L.P.D/APooled Investment FundIndefinite$80,885,000
EDGAR ↗May 25, 2023EP AAF L.P.D/APooled Investment FundIndefinite$17,500,000
EDGAR ↗May 25, 2023EP Real Estate Investment Fund 2024 L.P.D/APooled Investment FundIndefinite$32,150,000
EDGAR ↗May 15, 2023EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$394,785,026
EDGAR ↗May 15, 2023EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$2,938,155,237
EDGAR ↗May 15, 2023EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$262,127,911
EDGAR ↗May 15, 2023EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$2,484,711,590
EDGAR ↗May 15, 2023EP Life Sciences L.P.D/APooled Investment FundIndefinite$418,696,509
EDGAR ↗Apr 28, 2023EP Acquisition Fund L.P.D/APooled Investment FundIndefinite$165,792,500
EDGAR ↗Apr 7, 2023EP Blockchain Technology Fund Two - EP Acq.D/APooled Investment FundIndefinite$34,350,000
EDGAR ↗Mar 27, 2023EP TFF Ltd.D/APooled Investment FundIndefinite$7,590,000
EDGAR ↗Mar 27, 2023EP TFF L.P.D/APooled Investment FundIndefinite$294,547,041
EDGAR ↗Mar 27, 2023EP Life Sciences Ltd.D/APooled Investment FundIndefinite$46,939,908
EDGAR ↗Mar 27, 2023EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$398,007,200
EDGAR ↗Mar 27, 2023EP CSF Ltd.D/APooled Investment FundIndefinite$2,104,249
EDGAR ↗Mar 27, 2023EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$119,944,727
EDGAR ↗Mar 27, 2023EP Blockchain Technology Fund Ep Acq.D/APooled Investment FundIndefinite$40,285,000
EDGAR ↗Mar 27, 2023EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$517,176,415
EDGAR ↗Feb 27, 2023EP TFF L.P.D/APooled Investment FundIndefinite$21,150,000
EDGAR ↗Jan 26, 2023EP Acquisition Fund L.P.D/APooled Investment FundIndefinite$132,348,000
EDGAR ↗Jan 26, 2023EP Private Credit Strategies Two L.P.D/APooled Investment FundIndefinite$156,550,000
EDGAR ↗Dec 16, 2022EP DFF L.P.D/APooled Investment FundIndefinite$230,406,735
EDGAR ↗Oct 6, 2022EP SCF L.P.D/APooled Investment FundIndefinite$103,450,000
EDGAR ↗Sep 2, 2022EP CSF LPD/APooled Investment FundIndefinite$147,650,000
EDGAR ↗Sep 1, 2022EP Acquisition Fund L.P.DPooled Investment FundIndefinite$17,000,000
EDGAR ↗Jun 8, 2022EP AAF L.P.DPooled Investment FundIndefinite$15,000,000
EDGAR ↗Jun 7, 2022EP Real Estate Investment Fund 2024 L.P.DPooled Investment FundIndefinite$15,500,000
EDGAR ↗Jun 2, 2022PSF Partners Two L.P.D/APooled Investment FundIndefinite$74,385,000
EDGAR ↗May 31, 2022EP Life Sciences L.P.D/APooled Investment FundIndefinite$228,784,669
EDGAR ↗May 31, 2022EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$251,144,026
EDGAR ↗May 31, 2022EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$1,174,352,720
EDGAR ↗May 31, 2022EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$1,853,899,113
EDGAR ↗May 31, 2022EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$174,806,192
EDGAR ↗Apr 8, 2022EP Blockchain Technology Fund Two - EP Acq.DPooled Investment FundIndefinite$24,750,000
EDGAR ↗Mar 30, 2022EP TFF L.P.D/APooled Investment FundIndefinite$294,547,041
EDGAR ↗Mar 28, 2022EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$519,742,274
EDGAR ↗Mar 28, 2022EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$113,299,898
EDGAR ↗Mar 28, 2022EP TFF Ltd.D/APooled Investment FundIndefinite$7,590,000
EDGAR ↗Mar 28, 2022EP Blockchain Technology Fund Ep Acq.D/APooled Investment FundIndefinite$42,765,000
EDGAR ↗Mar 28, 2022EP Life Sciences Ltd.D/APooled Investment FundIndefinite$48,455,099
EDGAR ↗Mar 28, 2022EP CSF Ltd.D/APooled Investment FundIndefinite$1,500,000
EDGAR ↗Mar 28, 2022EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$113,109,467
EDGAR ↗Feb 25, 2022EP TFF L.P.DPooled Investment FundIndefinite$21,150,000
EDGAR ↗Feb 9, 2022EP Private Credit Strategies Two L.P.DPooled Investment FundIndefinite$96,350,000
EDGAR ↗Feb 2, 2022EP Acquisition Fund L.P.DPooled Investment FundIndefinite$21,100,000
EDGAR ↗Jan 28, 2022EP AHF L.P.DPooled Investment FundIndefinite$20,010,250
EDGAR ↗Jan 28, 2022EP AHF L.P.DPooled Investment FundIndefinite$40,105,650
EDGAR ↗Jan 28, 2022EP AHF L.P.DPooled Investment FundIndefinite$25,034,100
EDGAR ↗Jan 18, 2022EP Private Equity Strategies 2019D/APooled Investment FundIndefinite$128,665,494
EDGAR ↗Jan 5, 2022EP DFF L.P.D/APooled Investment FundIndefinite$230,406,735
EDGAR ↗Jan 5, 2022EP MFF L.P.D/APooled Investment FundIndefinite$75,301,302
EDGAR ↗Jan 5, 2022EP MFF L.P.D/APooled Investment FundIndefinite$215,073,672
EDGAR ↗Dec 2, 2021EP TFF Ltd.D/APooled Investment FundIndefinite$7,590,000
EDGAR ↗Dec 2, 2021EP TFF L.P.D/APooled Investment FundIndefinite$269,042,041
EDGAR ↗Oct 8, 2021EP SCF L.P.D/APooled Investment FundIndefinite$103,450,000
EDGAR ↗Sep 2, 2021EP CSF Ltd.D/APooled Investment FundIndefinite$1,000,000
EDGAR ↗Sep 2, 2021EP CSF LPD/APooled Investment FundIndefinite$130,550,000
EDGAR ↗Jun 17, 2021PSF Partners Two L.P.DPooled Investment FundIndefinite$26,700,001
EDGAR ↗Jun 16, 2021EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$113,299,898
EDGAR ↗Jun 16, 2021EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$112,109,467
EDGAR ↗Jun 16, 2021EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$226,743,795
EDGAR ↗Jun 16, 2021EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$1,159,837,489
EDGAR ↗Jun 16, 2021EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$173,086,192
EDGAR ↗Jun 11, 2021EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$1,633,527,580
EDGAR ↗Jun 11, 2021EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$509,722,274
EDGAR ↗Jun 8, 2021EP Life Sciences L.P.D/APooled Investment FundIndefinite$176,805,781
EDGAR ↗Jun 8, 2021EP Life Sciences Ltd.D/APooled Investment FundIndefinite$44,554,099
EDGAR ↗Apr 2, 2021EP Blockchain Technology Fund Ep Acq.DPooled Investment FundIndefinite$1,565,000
EDGAR ↗Feb 3, 2021Multifamily Real Estate FundD/APooled Investment FundIndefinite$41,750,000
EDGAR ↗Feb 3, 2021EP Multifamily Real Estate Fund Ltd.D/APooled Investment FundIndefinite$5,250,000
EDGAR ↗Feb 3, 2021EP Private Equity Strategies 2019 Ltd.D/APooled Investment FundIndefinite$24,250,000
EDGAR ↗Jan 21, 2021EP Private Equity Strategies 2019D/APooled Investment FundIndefinite$126,299,438
EDGAR ↗Jan 5, 2021EP DFF L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 5, 2021EP MFF L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 5, 2021EP MFF L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 4, 2020EP TFF L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 4, 2020EP TFF Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 27, 2020EP SCF L.P.DPooled Investment FundIndefinite$25,000,000
EDGAR ↗Oct 27, 2020EP CSF Ltd.D/APooled Investment FundIndefinite$1,000,000
EDGAR ↗Oct 19, 2020EP Private Credit Strategies L.P.D/APooled Investment FundIndefinite$139,897,322
EDGAR ↗Sep 4, 2020EP CSF LPD/APooled Investment FundIndefinite$129,510,000
EDGAR ↗Sep 4, 2020EP CSF Ltd.D/APooled Investment FundIndefinite$1,000,000
EDGAR ↗Jul 21, 2020EP Acquisition Fund L.P.D/APooled Investment FundIndefinite$159,725,286
EDGAR ↗Jun 18, 2020EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$112,189,116
EDGAR ↗Jun 17, 2020EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$154,082,620
EDGAR ↗Jun 17, 2020EP Private Credit Strategies Ltd.D/APooled Investment FundIndefinite$28,750,000
EDGAR ↗Jun 17, 2020EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$203,553,795
EDGAR ↗Jun 17, 2020EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$148,155,669
EDGAR ↗Jun 17, 2020EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$364,712,016
EDGAR ↗Jun 17, 2020EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$1,418,817,535
EDGAR ↗Jun 17, 2020EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$103,049,211
EDGAR ↗Jun 17, 2020EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$1,418,817,535
EDGAR ↗Jun 8, 2020EP Life Sciences L.P.D/APooled Investment FundIndefinite$108,402,391
EDGAR ↗Jun 8, 2020EP Life Sciences Ltd.D/APooled Investment FundIndefinite$31,310,415
EDGAR ↗Feb 11, 2020Multifamily Real Estate FundDPooled Investment FundIndefinite$36,150,000
EDGAR ↗Feb 11, 2020EP Private Equity Strategies 2019 Ltd.DPooled Investment FundIndefinite$21,250,000
EDGAR ↗Feb 11, 2020EP Multifamily Real Estate Fund Ltd.DPooled Investment FundIndefinite$4,250,000
EDGAR ↗Feb 6, 2020EP Private Credit Strategies Ltd.D/APooled Investment FundIndefinite$21,250,000
EDGAR ↗Jan 29, 2020EP Private Equity Strategies 2019D/APooled Investment FundIndefinite$92,875,000
EDGAR ↗Nov 6, 2019EP Private Credit Strategies L.P.D/APooled Investment FundIndefinite$128,700,000
EDGAR ↗Sep 10, 2019EP CSF LPDPooled Investment FundIndefinite$0
EDGAR ↗Sep 10, 2019EP CSF Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 22, 2019EP Acquisition Fund L.P.D/APooled Investment FundIndefinite$158,975,286
EDGAR ↗Jun 17, 2019EP Life Sciences L.P.D/APooled Investment FundIndefinite$130,145,182
EDGAR ↗Jun 17, 2019EP Life Sciences Ltd.D/APooled Investment FundIndefinite$29,101,248
EDGAR ↗Feb 27, 2019EP Private Credit Strategies Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 4, 2019EP Private Equity Strategies 2019DPooled Investment FundIndefinite$2,300,000
EDGAR ↗Nov 21, 2018EP Private Credit Strategies L.P.DPooled Investment FundIndefinite$32,950,000
EDGAR ↗Oct 25, 2018Institutional Distressed Opportunities Fund Ltd.D/APooled Investment FundIndefinite$15,000,000
EDGAR ↗Aug 6, 2018EP Acquisition Fund L.P.D/APooled Investment FundIndefinite$155,050,000
EDGAR ↗Jul 12, 2018EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$70,352,337
EDGAR ↗Jul 12, 2018EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$1,109,034,242
EDGAR ↗Jul 12, 2018EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$112,189,116
EDGAR ↗Jul 12, 2018EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$363,047,016
EDGAR ↗Jul 12, 2018EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$79,726,693
EDGAR ↗Jul 12, 2018EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$190,346,295
EDGAR ↗Jul 12, 2018EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$1,258,123,631
EDGAR ↗Jul 12, 2018EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$139,472,620
EDGAR ↗Jun 28, 2018EP Life Sciences L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 28, 2018EP Life Sciences Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 28, 2018Direct Lending Fund Three L.P.D/APooled Investment FundIndefinite$165,175,000
EDGAR ↗Jan 17, 2018PSF Partners L.P.DPooled Investment FundIndefinite$48,660,000
EDGAR ↗Nov 16, 2017Institutional Distressed Opportunities Fund Ltd.DPooled Investment FundIndefinite$6,000,000
EDGAR ↗Sep 26, 2017EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$1,172,203,740
EDGAR ↗Sep 26, 2017EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$47,554,342
EDGAR ↗Sep 26, 2017EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$157,227,539
EDGAR ↗Sep 26, 2017EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$136,626,160
EDGAR ↗Sep 26, 2017EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$355,297,648
EDGAR ↗Sep 26, 2017EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$61,332,307
EDGAR ↗Sep 26, 2017EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$981,174,647
EDGAR ↗Sep 26, 2017EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$109,294,888
EDGAR ↗Aug 16, 2017EP Acquisition Fund L.P.DPooled Investment FundIndefinite$36,600,000
EDGAR ↗Jul 25, 2017CRF Partners L.P.D/APooled Investment FundIndefinite$24,900,000
EDGAR ↗Mar 1, 2017Direct Lending Fund Three L.P.D/APooled Investment FundIndefinite$127,650,000
EDGAR ↗Feb 16, 2017Direct Lending Fund Three L.P.D/APooled Investment FundIndefinite$132,650,000
EDGAR ↗Feb 10, 2017Direct Lending Fund Three L.P.D/APooled Investment FundIndefinite$113,650,000
EDGAR ↗Feb 10, 2017Institutional Direct Lending Fund Three Ltd.DPooled Investment FundIndefinite$11,500,000
EDGAR ↗Jan 13, 2017Direct Lending Fund Three L.P.DPooled Investment FundIndefinite$114,150,000
EDGAR ↗Sep 27, 2016Energy Opportunity Fund L.P.D/APooled Investment FundIndefinite$77,615,000
EDGAR ↗Sep 27, 2016EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$91,016,104
EDGAR ↗Sep 27, 2016EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$900,908,515
EDGAR ↗Sep 27, 2016EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$40,804,342
EDGAR ↗Sep 27, 2016EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$1,066,866,782
EDGAR ↗Sep 27, 2016EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$143,827,539
EDGAR ↗Sep 27, 2016EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$134,166,442
EDGAR ↗Sep 27, 2016EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$37,430,654
EDGAR ↗Sep 27, 2016EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$57,607,307
EDGAR ↗Jul 26, 2016CRF Partners L.P.DPooled Investment FundIndefinite$23,900,000
EDGAR ↗Apr 29, 2016GSO Credit Series - EP Acq.DPooled Investment FundIndefinite$62,675,000
EDGAR ↗Feb 26, 2016BSL Partners L.P.DPooled Investment FundIndefinite$18,500,000
EDGAR ↗Jan 6, 2016Direct Lending Fund Two L.P.D/APooled Investment FundIndefinite$109,875,000
EDGAR ↗Oct 30, 2015EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$133,766,442
EDGAR ↗Oct 30, 2015EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$131,852,539
EDGAR ↗Oct 30, 2015EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$936,966,829
EDGAR ↗Oct 30, 2015EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$91,016,104
EDGAR ↗Oct 30, 2015EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$53,568,134
EDGAR ↗Oct 30, 2015EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$33,732,067
EDGAR ↗Oct 30, 2015EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$773,651,193
EDGAR ↗Oct 30, 2015EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$37,765,169
EDGAR ↗Oct 8, 2015Energy Opportunity Fund L.P.D/APooled Investment FundIndefinite$77,615,000
EDGAR ↗Oct 8, 2015EP Acquisition Fund L.P.D/APooled Investment FundIndefinite$6,417,500
EDGAR ↗Jan 6, 2015Direct Lending Fund Two L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 12, 2014EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$827,186,115
EDGAR ↗Nov 10, 2014EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$91,016,104
EDGAR ↗Nov 10, 2014EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$47,978,135
EDGAR ↗Nov 10, 2014EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$47,978,135
EDGAR ↗Nov 10, 2014EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$33,128,674
EDGAR ↗Nov 10, 2014EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$656,720,479
EDGAR ↗Nov 10, 2014EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$34,555,169
EDGAR ↗Nov 10, 2014EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$34,555,169
EDGAR ↗Nov 10, 2014EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$130,410,405
EDGAR ↗Nov 10, 2014EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$126,677,539
EDGAR ↗Oct 17, 2014EP Acquisition Fund L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 17, 2014Energy Opportunity Fund L.P.D/APooled Investment FundIndefinite$70,150,000
EDGAR ↗May 7, 2014EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$44,350,966
EDGAR ↗Nov 13, 2013EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$24,796,523
EDGAR ↗Nov 13, 2013EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$550,618,887
EDGAR ↗Nov 13, 2013EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$29,026,422
EDGAR ↗Nov 13, 2013EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$42,399,799
EDGAR ↗Nov 13, 2013EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$91,916,104
EDGAR ↗Nov 13, 2013EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$738,885,920
EDGAR ↗Nov 13, 2013EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$134,543,560
EDGAR ↗Nov 13, 2013EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$128,917,543
EDGAR ↗Oct 30, 2013Energy Opportunity Fund L.P.DPooled Investment FundIndefinite$5,250,000
EDGAR ↗Nov 13, 2012EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$376,404,485
EDGAR ↗Nov 13, 2012EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$551,133,443
EDGAR ↗Nov 13, 2012EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$114,047,109
EDGAR ↗Nov 13, 2012EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$91,916,104
EDGAR ↗Nov 13, 2012EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$20,124,799
EDGAR ↗Nov 13, 2012EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$25,223,065
EDGAR ↗Nov 13, 2012EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$21,878,761
EDGAR ↗Nov 13, 2012EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$93,687,110
EDGAR ↗Jul 17, 2012Direct Lending Fund L.P.DPooled Investment FundIndefinite$35,850,000
EDGAR ↗Jun 28, 2012EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$89,992,077
EDGAR ↗Mar 6, 2012EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$90,384,595
EDGAR ↗Jan 12, 2012EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$286,619,722
EDGAR ↗Aug 24, 2011EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$94,342,661
EDGAR ↗Aug 24, 2011EP Hedged Equity Strategies Ltd.D/APooled Investment FundIndefinite$19,008,268
EDGAR ↗Aug 24, 2011EP Absolute Return Strategies Ltd.D/APooled Investment FundIndefinite$16,059,018
EDGAR ↗Aug 24, 2011EP Absolute Return Strategies Two Ltd.D/APooled Investment FundIndefinite$23,516,377
EDGAR ↗Aug 24, 2011EP Absolute Return Strategies L.P.D/APooled Investment FundIndefinite$401,285,535
EDGAR ↗Jul 7, 2011Acquisition Fund 2011 L.P.DPooled Investment FundIndefinite$5,900,000
EDGAR ↗Jun 9, 2011EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$89,254,921
EDGAR ↗Jun 7, 2011EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$411,206,481
EDGAR ↗Mar 10, 2011EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$87,398,181
EDGAR ↗Dec 9, 2010EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$154,954,260
EDGAR ↗Nov 18, 2010Tribeca Enterprises LLCD/AOtherIndefinite$5,700,000
EDGAR ↗Jul 8, 2010Tribeca Enterprises LLCDOtherIndefinite$0
EDGAR ↗Jun 9, 2010EP CONCENTRATED EQUITY STRATEGIES L.P.DPooled Investment FundIndefinite$67,496,720
EDGAR ↗Jun 9, 2010EP Asia Equity Strategies L.P.DPooled Investment FundIndefinite$23,203,553
EDGAR ↗Jun 9, 2010EP Absolute Return Strategies L.P.DPooled Investment FundIndefinite$329,038,102
EDGAR ↗Jun 9, 2010EP Absolute Return Strategies Ltd.DPooled Investment FundIndefinite$7,084,339
EDGAR ↗Jun 9, 2010EP Absolute Return Strategies Two Ltd.DPooled Investment FundIndefinite$9,842,478
EDGAR ↗Jun 9, 2010EP Hedged Equity Strategies Ltd.DPooled Investment FundIndefinite$7,170,000
EDGAR ↗Mar 12, 2010EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$44,604,718
EDGAR ↗Mar 12, 2010EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$130,189,900
EDGAR ↗Mar 12, 2010EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$191,374,280
EDGAR ↗Oct 16, 2009EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$198,398,215
EDGAR ↗Oct 15, 2009EP Hedged Equity Strategies L.P.D/APooled Investment FundIndefinite$198,298,215
EDGAR ↗Apr 7, 2009EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$44,604,718
EDGAR ↗Mar 11, 2009EP Concentrated Equity Strategies LtdD/APooled Investment FundIndefinite$44,604,718
EDGAR ↗Mar 5, 2009EP CONCENTRATED EQUITY STRATEGIES L.P.D/APooled Investment FundIndefinite$130,189,900
EDGAR ↗Mar 5, 2009EP Asia Equity Strategies L.P.D/APooled Investment FundIndefinite$191,374,280

Activity: 0 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 May 29, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2010), Other (2010). Latest offering: Pooled Investment Fund (2011–2025; most recent May 13, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
PS Patrick JC ShawDirector, Executive Officer41Mar 5, 2009 → May 29, 2026
KD Kurt DudasDirector, Executive Officer38Oct 8, 2015 → Mar 26, 2024
SE Sanford B EhrenkranzDirector, Executive Officer37Mar 5, 2009 → May 29, 2026
AS Andrew SommersDirector, Executive Officer37Mar 5, 2009 → May 29, 2026
JE Joel S EhrenkranzDirector, Executive Officer36Mar 5, 2009 → May 29, 2026
JE John EhrenkranzDirector, Executive Officer34Mar 5, 2009 → May 29, 2026
KK Kabir KapoorDirector, Executive Officer23Sep 10, 2019 → May 29, 2026
RW Ralph WoodfordDirector12Mar 12, 2010 → Mar 16, 2026
GL Gregory LinkDirector12Mar 12, 2010 → Mar 16, 2026
SD Steven W DavidsonDirector11Nov 13, 2012 → Mar 26, 2024
LC LAURENCE W. COHENDirector, Executive Officer9Mar 5, 2009 → Jul 7, 2011
MF Michael FierroDirector6Mar 28, 2022 → Mar 16, 2026
MP Marty PiccinichDirector4Mar 21, 2025 → Mar 16, 2026
AB Amy G. BerminghamExecutive Officer2Mar 12, 2010 → Mar 12, 2010
RG Roger A. GoldmanExecutive Officer2Mar 12, 2010 → Mar 12, 2010
SD Steven W DavdsonDirector1Jun 28, 2018 → Mar 26, 2024
ME Martin EdelmanDirector1Jul 8, 2010 → Nov 18, 2010
RN Robert De NiroDirector1Jul 8, 2010 → Nov 18, 2010
JP Jonathan PatricofDirector1Jul 8, 2010 → Nov 18, 2010
JR Jane RosenthalDirector1Jul 8, 2010 → Nov 18, 2010
CP Canal Productions, Inc. entityExecutive Officer1Jul 8, 2010 → Nov 18, 2010
TP Turtle Pond Publications LLC entityExecutive Officer1Jul 8, 2010 → Nov 18, 2010
CH Craig HatkoffDirector1Jul 8, 2010 → Nov 18, 2010
JT Jonathan TischDirector1Jul 8, 2010 → Nov 18, 2010

Business registration (state registry / Secretary of State)

15 of 30 issuers (first 30 of 46 issuers checked; each issuer page has its own record) have a matched state registry record — records by status: active 12 · inactive 2 · withdrawn 1.

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)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Group linked by Patrick JC Shaw.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Group linked by Patrick JC Shaw 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

No website or social profile named in Group linked by Patrick JC Shaw's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #26,857 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Social and web

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Courts

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Securities regulators

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Business registries

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