PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:46 AM ET

Sponsor Check › Sponsor group

FP

Falcon Point

One sponsor team, 5 deal companies · Orinda, CA

Grouped because: 4 shared people, 1 shared management entity, same business address (3 issuers), similar issuer names (5) (automatic match from the filings) · not the same sponsor?

5deal companies
$380.3Mreported sold
565investors
66Form D filings
2009–2023active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Feb 2, 2023 · 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

Falcon Point is a sponsor group of 5 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, same business address; automatic match from the filings), filing 66 Form D filings between Apr 2009 and Feb 2023.

What this means One team, 5 deal companies, about 14 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: $380.3M to 565 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (5). Issuers are based in CA (5).

What this means $380.3M raised across the group, about $673K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Falcon Point Capital, LLC (5 issuers, executive officer, entity), James A. Bitzer (5 issuers, executive officer), James E. Bitzer (5 issuers, executive officer), Michael J. Mahoney (5 issuers, executive officer) and William Grayson (5 issuers, executive officer).

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 Feb 2, 2023.

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, 3 bankruptcy cases matching the name listed in Key records below.

What this means 4 records 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 66 public filings for Falcon Point and found 12 differences, 5 worth asking the sponsor about: Falcon Point includes 3 deals that stopped filing before reaching their target; 24 other issuers file from the same address; and more below.

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

What the community is saying

Community search for Falcon Point has not run yet — it is joining a line of 40,431 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 dismissed

Three Falcon Point, LLC v. Avantair, Inc. dismissed matched at sponsor-group level (Falcon Point)
District Court, S.D. New York · No. 1:13-cv-04581 · Filed Jul 2, 2013 · Closed Mar 27, 2014 · Nature of suit: 190 Other contract actions
Role of Three Falcon Point, LLC v. Avantair, Inc.: Party · Outcome: Terminated 2014-03-27 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (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 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 Falcon Point..

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

3 cases: 3 closed (disposition not in docket feed)

Clapper v. TacCo Falcon Point, Inc. closed matched at sponsor-group level (Falcon Point)
United States Bankruptcy Court, E.D. Michigan · No. 05-05448 · Filed Jul 13, 2005 · Closed Dec 22, 2005
Role of Clapper v. TacCo Falcon Point, Inc.: Party · Outcome: Case closed 2005-12-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MI (not the issuer's state)
Atlantic Midwest, LLC v. TacCo Falcon Point, Inc. closed matched at sponsor-group level (Falcon Point)
United States Bankruptcy Court, E.D. Texas · No. 02-04271 · Filed May 24, 2002 · Closed Oct 31, 2003
Role of Atlantic Midwest, LLC v. TacCo Falcon Point, Inc.: Party · Outcome: Case closed 2003-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
TacCo Falcon Point, Inc. closed matched at sponsor-group level (Falcon Point)
United States Bankruptcy Court, E.D. Texas · No. 02-42876 · Filed May 1, 2002 · Closed May 3, 2004
Role of TacCo Falcon Point, Inc.: Party · Outcome: Case closed 2004-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (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 · No website is on file for this sponsor group yet.

12 differences found between the filings for Falcon Point — 5 worth asking about (compared the newest 50 of 66 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 6, 2020 – Feb 2, 2023

Falcon Point includes 3 deals that stopped filing before reaching their target

Falcon Point High Yield Fund LP (last filing Feb 2, 2023; $48,254,032 sold of $100,000,000); Falcon Point Long/Short Fund LP (last filing Feb 2, 2023; $94,453,699 sold of $200,000,000); Falcon Point Long/Short Tax Exempt Fund, L.P. (last filing Apr 6, 2020; $45,199,346 sold of $100,000,000). Each has no filing in more than two years and reported under half its 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.

Falcon Point High Yield Fund LP — PartnerFacts page ↗Falcon Point Long/Short Fund LP — PartnerFacts page ↗Falcon Point Long/Short Tax Exempt Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Apr 6, 2020

24 other issuers file from the same address — 3 member issuers (Falcon Point Long/Short Tax Exempt Fund, L.P.; Falcon Point Long/Short Qualified Fund LP; Falcon Point Global Communications & Technology Fund LP)

The address on file, Two Embarcadero Center, Suite 420, San Francisco, CA, is used by 27 issuers in our index across 7 sponsor groups; 24 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

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

Falcon Point Long/Short Tax Exempt Fund, L.P. — PartnerFacts page ↗Falcon Point Long/Short Qualified Fund LP — PartnerFacts page ↗Falcon Point Global Communications & Technology Fund LP — PartnerFacts page ↗EDGAR filer page · Falcon Point Long/Short Tax Exempt Fund, L.P. ↗
Sources
Worth asking · Jan 1, 1990 – Feb 14, 2022

Form D filed 11,732 days after the first sale — Falcon Point Long/Short Fund LP

The filing says the first sale was Jan 1, 1990. The Form D was filed Feb 14, 2022 — 11,732 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 11,717 days past that.

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

Form D · Feb 14, 2022 ↗Falcon Point Long/Short Fund LP — PartnerFacts page ↗
Sources
Worth asking · Jun 1, 1989 – Feb 14, 2022

Form D filed 11,946 days after the first sale — Falcon Point High Yield Fund LP

The filing says the first sale was Jun 1, 1989. The Form D was filed Feb 14, 2022 — 11,946 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 11,931 days past that.

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

Form D · Feb 14, 2022 ↗Falcon Point High Yield Fund LP — PartnerFacts page ↗
Sources
Note · Jan 1, 1987 – Feb 2, 2023

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 — Falcon Point High Yield Fund LP (latest filing Feb 2, 2023) · No amendment in the last 12 months on an offering that may still be open — Falcon Point Long/Short Fund LP (latest filing Feb 2, 2023) · No amendment in the last 12 months on an offering that may still be open — Falcon Point High Yield Fund LP (latest filing Feb 23, 2021) · No amendment in the last 12 months on an offering that may still be open — Falcon Point Long/Short Fund LP (latest filing Feb 23, 2021) · No amendment in the last 12 months on an offering that may still be open — Falcon Point Global Communications & Technology Fund LP (latest filing Apr 6, 2020) · 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 · Feb 2, 2023 ↗Falcon Point High Yield Fund LP — PartnerFacts page ↗Form D/A · Feb 2, 2023 ↗Falcon Point Long/Short Fund LP — PartnerFacts page ↗
Sources
Worth asking · Apr 4, 2013 – Apr 3, 2014

5 people are no longer listed on a later amendment

James E. Bitzer is no longer listed on the Apr 3, 2014 amendment — Falcon Point High Yield Fund LP · James E. Bitzer is no longer listed on the Apr 3, 2014 amendment — Falcon Point Long/Short Fund LP · James E. Bitzer is no longer listed on the Apr 3, 2014 amendment — Falcon Point Global Communications & Technology Fund LP · James E. Bitzer is no longer listed on the Apr 3, 2014 amendment — Falcon Point Long/Short Tax Exempt Fund, L.P. · James E. Bitzer is no longer listed on the Apr 3, 2014 amendment — Falcon Point Long/Short Qualified Fund LP

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

Form D/A · Apr 4, 2013 ↗Form D/A · Apr 3, 2014 ↗James E. Bitzer — PartnerFacts page ↗Falcon Point High Yield Fund LP — PartnerFacts page ↗
Sources
Note · Apr 6, 2009 – Apr 4, 2012

25 role changes for the same people across filings

Michael J. Mahoney's role changed at Falcon Point Long/Short Fund LP: executive officer, promoter → executive officer · Michael J. Mahoney's role changed at Falcon Point Global Communications & Technology Fund LP: executive officer, promoter → executive officer · Michael J. Mahoney's role changed at Falcon Point High Yield Fund LP: executive officer, promoter → executive officer · Michael J. Mahoney's role changed at Falcon Point Long/Short Tax Exempt Fund, L.P.: executive officer, promoter → executive officer · Michael J. Mahoney's role changed at Falcon Point Long/Short Qualified Fund LP: executive officer, promoter → executive officer · and 20 more

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

Form D/A · Apr 4, 2011 ↗Form D/A · Apr 4, 2012 ↗Michael J. Mahoney — PartnerFacts page ↗Falcon Point Long/Short Fund LP — PartnerFacts page ↗
Sources
Note · Apr 17, 2017 – Apr 17, 2018

5 offerings changed their target amount between filings

Offering amount changed between filings — Falcon Point High Yield Fund LP · Offering amount changed between filings — Falcon Point Long/Short Fund LP · Offering amount changed between filings — Falcon Point Global Communications & Technology Fund LP · Offering amount changed between filings — Falcon Point Long/Short Tax Exempt Fund, L.P. · Offering amount changed between filings — Falcon Point Long/Short Qualified Fund LP

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D/A (earlier) · Apr 17, 2017 ↗Form D/A (later) · Apr 17, 2018 ↗Falcon Point High Yield Fund LP — PartnerFacts page ↗Form D/A (earlier) · Apr 17, 2017 ↗
Sources
Note · Apr 6, 2009 – Apr 5, 2010

5 issuers changed their reported size band between filings

Reported net asset value range changed between filings — Falcon Point Long/Short Tax Exempt Fund, L.P. · Reported net asset value range changed between filings — Falcon Point Long/Short Qualified Fund LP · Reported net asset value range changed between filings — Falcon Point High Yield Fund LP · Reported net asset value range changed between filings — Falcon Point Long/Short Fund LP · Reported net asset value range changed between filings — Falcon Point Global Communications & Technology Fund LP

What this means The size band is self-reported. Ask for current numbers.

Form D/A · Apr 7, 2009 ↗Form D/A · Apr 5, 2010 ↗Falcon Point Long/Short Tax Exempt Fund, L.P. — PartnerFacts page ↗Form D/A · Apr 7, 2009 ↗
Sources
Note · Apr 6, 2020 – Feb 23, 2021

Address moved from San Francisco, CA to Orinda, CA — Falcon Point High Yield Fund LP

The people listed on the Apr 6, 2020 filing give San Francisco, CA; on the Feb 23, 2021 filing they give Orinda, CA.

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

Form D/A · Apr 6, 2020 ↗Form D/A · Feb 23, 2021 ↗Falcon Point High Yield Fund LP — PartnerFacts page ↗
Sources
Note · Apr 6, 2020 – Feb 23, 2021

Address moved from San Francisco, CA to Orinda, CA — Falcon Point Long/Short Fund LP

The people listed on the Apr 6, 2020 filing give San Francisco, CA; on the Feb 23, 2021 filing they give Orinda, CA.

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

Form D/A · Apr 6, 2020 ↗Form D/A · Feb 23, 2021 ↗Falcon Point Long/Short Fund LP — PartnerFacts page ↗
Sources
Note · Apr 7, 2009 – Apr 6, 2020

Issuer used a different name before — Falcon Point Long/Short Tax Exempt Fund, L.P.

SEC records list prior names for this filer: Falcon Point Long/Short tax Exempt Fund LP. The current name on file is "Falcon Point Long/Short Tax Exempt Fund, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Falcon Point Long/Short Tax Exempt Fund, 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

None reported on 7 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 2, 2023 D/A
Falcon Point High Yield Fund LP
File 021-433450
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees.
None listed on this filingEDGAR ↗
Feb 2, 2023 D/A
Falcon Point Long/Short Fund LP
File 021-433453
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees and a special profit allocation.
None listed on this filingEDGAR ↗
Feb 23, 2021 D/A
Falcon Point High Yield Fund LP
File 021-105226
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees.
None listed on this filingEDGAR ↗
Feb 23, 2021 D/A
Falcon Point Long/Short Fund LP
File 021-105229
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees and a special profit allocation.
None listed on this filingEDGAR ↗
Apr 6, 2020 D/A
Falcon Point Global Communications & Technology Fund LP
File 021-105328
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees and a special profit allocation.
None listed on this filingEDGAR ↗
Apr 6, 2020 D/A
Falcon Point Long/Short Qualified Fund LP
File 021-105330
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees and a special profit allocation.
None listed on this filingEDGAR ↗
Apr 6, 2020 D/A
Falcon Point Long/Short Tax Exempt Fund, L.P.
File 021-105228
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees and a special profit allocation.
None listed on this filingEDGAR ↗

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 5 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 · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 9:34 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. 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 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 ↗FP Falcon Point Long/Short Fund LPshared people, shared management entity, similar issuer namesORINDA, CAPooled Investment Fund15$94,453,699
offering Indefinite · similar: $155,000–$5,250,000
171
similar: 4–27
$500,000
similar: $1,000–$100,000
2009–2023
EDGAR ↗FP Falcon Point High Yield Fund LPshared people, shared management entity, similar issuer namesSan Francisco, CAPooled Investment Fund15$48,254,032
offering Indefinite · similar: $155,000–$5,250,000
147
similar: 4–27
$250,000
similar: $1,000–$100,000
2009–2023
EDGAR ↗FP Falcon Point Global Communications & Technology Fund LPshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund12$65,470,962
offering Indefinite · similar: $155,000–$5,250,000
134
similar: 4–27
$500,000
similar: $1,000–$100,000
2009–2020
EDGAR ↗FP Falcon Point Long/Short Tax Exempt Fund, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund12$45,199,346
offering Indefinite · similar: $155,000–$5,250,000
32
similar: 4–27
$500,000
similar: $1,000–$100,000
2009–2020
EDGAR ↗FP Falcon Point Long/Short Qualified Fund LPshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund12$126,910,911
offering Indefinite · similar: $155,000–$5,250,000
81
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2009–2020

"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 ↗Feb 2, 2023Falcon Point High Yield Fund LPD/APooled Investment FundIndefinite$48,254,032
EDGAR ↗Feb 2, 2023Falcon Point Long/Short Fund LPD/APooled Investment FundIndefinite$94,453,699
EDGAR ↗Feb 14, 2022Falcon Point Long/Short Fund LPDPooled Investment FundIndefinite$94,453,699
EDGAR ↗Feb 14, 2022Falcon Point High Yield Fund LPDPooled Investment FundIndefinite$48,254,032
EDGAR ↗Feb 23, 2021Falcon Point High Yield Fund LPD/APooled Investment FundIndefinite$48,254,032
EDGAR ↗Feb 23, 2021Falcon Point Long/Short Fund LPD/APooled Investment FundIndefinite$94,453,699
EDGAR ↗Apr 6, 2020Falcon Point Global Communications & Technology Fund LPD/APooled Investment FundIndefinite$65,470,962
EDGAR ↗Apr 6, 2020Falcon Point High Yield Fund LPD/APooled Investment FundIndefinite$47,656,292
EDGAR ↗Apr 6, 2020Falcon Point Long/Short Fund LPD/APooled Investment FundIndefinite$88,145,875
EDGAR ↗Apr 6, 2020Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment FundIndefinite$45,199,346
EDGAR ↗Apr 6, 2020Falcon Point Long/Short Qualified Fund LPD/APooled Investment FundIndefinite$126,910,911
EDGAR ↗Apr 15, 2019Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment FundIndefinite$45,199,346
EDGAR ↗Apr 15, 2019Falcon Point Long/Short Fund LPD/APooled Investment FundIndefinite$88,145,875
EDGAR ↗Apr 15, 2019Falcon Point High Yield Fund LPD/APooled Investment FundIndefinite$47,656,292
EDGAR ↗Apr 15, 2019Falcon Point Global Communications & Technology Fund LPD/APooled Investment FundIndefinite$65,470,962
EDGAR ↗Apr 15, 2019Falcon Point Long/Short Qualified Fund LPD/APooled Investment FundIndefinite$126,910,911
EDGAR ↗Apr 17, 2018Falcon Point Global Communications & Technology Fund LPD/APooled Investment FundIndefinite$65,470,962
EDGAR ↗Apr 17, 2018Falcon Point High Yield Fund LPD/APooled Investment FundIndefinite$47,656,292
EDGAR ↗Apr 17, 2018Falcon Point Long/Short Fund LPD/APooled Investment FundIndefinite$88,145,875
EDGAR ↗Apr 17, 2018Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment FundIndefinite$45,199,346
EDGAR ↗Apr 17, 2018Falcon Point Long/Short Qualified Fund LPD/APooled Investment FundIndefinite$126,910,911
EDGAR ↗Apr 17, 2017Falcon Point Long/Short Qualified Fund LPD/APooled Investment Fund$200,000,000$126,910,911
EDGAR ↗Apr 17, 2017Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment Fund$100,000,000$45,199,346
EDGAR ↗Apr 17, 2017Falcon Point Long/Short Fund LPD/APooled Investment Fund$200,000,000$88,145,875
EDGAR ↗Apr 17, 2017Falcon Point High Yield Fund LPD/APooled Investment Fund$100,000,000$47,654,032
EDGAR ↗Apr 17, 2017Falcon Point Global Communications & Technology Fund LPD/APooled Investment Fund$100,000,000$65,470,962
EDGAR ↗Apr 7, 2016Falcon Point Long/Short Qualified Fund LPD/APooled Investment Fund$200,000,000$126,910,911
EDGAR ↗Apr 7, 2016Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment Fund$100,000,000$45,199,346
EDGAR ↗Apr 7, 2016Falcon Point Long/Short Fund LPD/APooled Investment Fund$200,000,000$88,145,875
EDGAR ↗Apr 7, 2016Falcon Point High Yield Fund LPD/APooled Investment Fund$100,000,000$47,654,032
EDGAR ↗Apr 7, 2016Falcon Point Global Communications & Technology Fund LPD/APooled Investment Fund$100,000,000$65,470,962
EDGAR ↗Apr 7, 2015Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment Fund$100,000,000$45,199,346
EDGAR ↗Apr 7, 2015Falcon Point Long/Short Fund LPD/APooled Investment Fund$200,000,000$88,145,875
EDGAR ↗Apr 7, 2015Falcon Point Long/Short Qualified Fund LPD/APooled Investment Fund$200,000,000$126,910,911
EDGAR ↗Apr 6, 2015Falcon Point Global Communications & Technology Fund LPD/APooled Investment Fund$100,000,000$65,470,962
EDGAR ↗Apr 6, 2015Falcon Point High Yield Fund LPD/APooled Investment Fund$100,000,000$47,654,032
EDGAR ↗Apr 3, 2014Falcon Point Long/Short Qualified Fund LPD/APooled Investment Fund$200,000,000$126,910,911
EDGAR ↗Apr 3, 2014Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment Fund$100,000,000$45,199,346
EDGAR ↗Apr 3, 2014Falcon Point Long/Short Fund LPD/APooled Investment Fund$200,000,000$88,145,875
EDGAR ↗Apr 3, 2014Falcon Point High Yield Fund LPD/APooled Investment Fund$100,000,000$47,654,032
EDGAR ↗Apr 3, 2014Falcon Point Global Communications & Technology Fund LPD/APooled Investment Fund$100,000,000$65,470,962
EDGAR ↗Apr 4, 2013Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment Fund$100,000,000$45,199,346
EDGAR ↗Apr 4, 2013Falcon Point Long/Short Qualified Fund LPD/APooled Investment Fund$200,000,000$126,910,911
EDGAR ↗Apr 4, 2013Falcon Point Long/Short Fund LPD/APooled Investment Fund$200,000,000$88,145,875
EDGAR ↗Apr 4, 2013Falcon Point High Yield Fund LPD/APooled Investment Fund$100,000,000$46,753,023
EDGAR ↗Apr 4, 2013Falcon Point Global Communications & Technology Fund LPD/APooled Investment Fund$100,000,000$65,470,962
EDGAR ↗Apr 4, 2012Falcon Point Long/Short Qualified Fund LPD/APooled Investment Fund$200,000,000$126,910,911
EDGAR ↗Apr 4, 2012Falcon Point Long/Short Fund LPD/APooled Investment Fund$200,000,000$88,145,875
EDGAR ↗Apr 4, 2012Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment Fund$100,000,000$45,199,346
EDGAR ↗Apr 4, 2012Falcon Point Global Communications & Technology Fund LPD/APooled Investment Fund$100,000,000$65,470,962
EDGAR ↗Apr 4, 2012Falcon Point High Yield Fund LPD/APooled Investment Fund$100,000,000$45,453,023
EDGAR ↗Apr 4, 2011Falcon Point Long/Short Fund LPD/APooled Investment Fund$200,000,000$87,895,875
EDGAR ↗Apr 4, 2011Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment Fund$100,000,000$45,199,346
EDGAR ↗Apr 4, 2011Falcon Point High Yield Fund LPD/APooled Investment Fund$100,000,000$45,103,023
EDGAR ↗Apr 4, 2011Falcon Point Long/Short Qualified Fund LPD/APooled Investment Fund$200,000,000$126,910,911
EDGAR ↗Apr 4, 2011Falcon Point Global Communications & Technology Fund LPD/APooled Investment Fund$100,000,000$65,470,962
EDGAR ↗Apr 5, 2010Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment Fund$100,000,000$44,949,346
EDGAR ↗Apr 5, 2010Falcon Point Long/Short Qualified Fund LPD/APooled Investment Fund$200,000,000$126,410,911
EDGAR ↗Apr 2, 2010Falcon Point Long/Short Fund LPD/APooled Investment Fund$200,000,000$87,645,875
EDGAR ↗Apr 2, 2010Falcon Point High Yield Fund LPD/APooled Investment Fund$100,000,000$44,693,023
EDGAR ↗Apr 2, 2010Falcon Point Global Communications & Technology Fund LPD/APooled Investment Fund$100,000,000$65,460,962
EDGAR ↗Apr 7, 2009Falcon Point Long/Short Tax Exempt Fund, L.P.D/APooled Investment Fund$100,000,000$44,699,346
EDGAR ↗Apr 7, 2009Falcon Point Long/Short Qualified Fund LPD/APooled Investment Fund$200,000,000$125,810,911
EDGAR ↗Apr 6, 2009Falcon Point Long/Short Fund LPD/APooled Investment Fund$200,000,000$84,545,875
EDGAR ↗Apr 6, 2009Falcon Point Global Communications & Technology Fund LPD/APooled Investment Fund$100,000,000$64,860,962
EDGAR ↗Apr 6, 2009Falcon Point High Yield Fund LPD/APooled Investment Fund$100,000,000$39,882,414

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 Feb 2, 2023. Industry history, as reported on each offering's latest filing: All 7 offerings reported: Pooled Investment Fund (2009–2022).

People across the group

NameRolesIssuers hereFirst → last listed
MM Michael J. MahoneyExecutive Officer5Apr 6, 2009 → Feb 2, 2023
FP Falcon Point Capital, LLC entityExecutive Officer5Apr 6, 2009 → Feb 2, 2023
JB James A. BitzerExecutive Officer5Apr 3, 2014 → Feb 2, 2023
JB James E. BitzerExecutive Officer5Apr 6, 2009 → Apr 4, 2013
WG William GraysonExecutive Officer5Apr 6, 2009 → Apr 7, 2009

Business registration (state registry / Secretary of State)

None of the 5 issuers 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)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Falcon Point.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Falcon Point 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 Falcon Point's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #216,971 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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