Sponsor Check › Sponsor group
54 issuers linked to one sponsor · SEATTLE, WA
Grouped because: 20 shared people, 10 shared management entities, same business address (46 issuers), similar issuer names (51) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Aug 26, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
2 cases: 2 dismissed
140 Negotiable instruments
140 Negotiable instruments
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 54 of 54 issuers in this group; 0 not yet searched (25 queued). Results are added automatically. 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 yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
None found so far in sources searched for 54 of 54 issuers in this group.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 54 of 54 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
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 only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
0 of 66 offerings report sales commissions; 0 report finder's fees; 1 reports proceeds to related persons totalling $50,000. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Aug 26, 2026 D File 021-595350 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 4, 2026 D/A File 021-296172 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 8, 2026 D/A File 021-476452 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 11, 2026 D/A File 021-435961 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2025 D File 021-541446 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 13, 2023 D File 021-499586 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 28, 2023 D File 021-498204 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 17, 2023 D/A File 021-478882 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 2, 2021 D File 021-419558 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Jan 28, 2021 D File 021-387772 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Aug 3, 2020 D File 021-372388 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 14, 2020 D File 021-360657 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Jan 29, 2020 D File 021-359245 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Jan 16, 2020 D File 021-358291 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Jun 18, 2019 D File 021-342186 | $0 | $0 | $0 (est.) Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Feb 15, 2019 D File 021-333012 | $0 (est.) | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 7, 2019 D/A File 021-40819 | $0 | $0 | $0 (est.) Customary management and advisory fees may be paid to persons listed in Item 3 or affiliates thereof. | None listed on this filing |
| EDGAR ↗ | Feb 7, 2019 D/A File 021-52405 | $0 | $0 | $0 (est.) Customary management and advisory fees may be paid to persons listed in Item 3 or affiliates thereof. | None listed on this filing |
| EDGAR ↗ | Feb 7, 2019 D/A File 021-113588 | $0 | $0 | $0 (est.) Customary management and advisory fees may be paid to persons listed in Item 3 or affiliates thereof. | None listed on this filing |
| EDGAR ↗ | Jan 29, 2019 D/A File 021-64311 | $0 | $0 | $0 (est.) Customary management fees may be paid to persons listed in Item 3 and/or affiliates thereof. | None listed on this filing |
| EDGAR ↗ | Jan 29, 2019 D/A File 021-132737 | $0 | $0 | $0 (est.) Customary management fees may be paid to persons listed in Item 3 and/or affiliates thereof. | None listed on this filing |
| EDGAR ↗ | Oct 2, 2018 D File 021-322643 | $0 | $0 | $0 (est.) Customary management and advisory fees may be paid to persons listed in Item 3 or affiliates thereof. | None listed on this filing |
| EDGAR ↗ | Aug 28, 2018 D File 021-320208 | $0 | $0 | $0 (est.) Customary management and/or advisory fees may be paid to persons listed in Item 3 or affiliates thereof. | None listed on this filing |
| EDGAR ↗ | Aug 28, 2018 D File 021-320204 | $0 | $0 | $0 (est.) Customary management and/or advisory fees may be paid to persons listed in Item 3 or affiliates thereof. | None listed on this filing |
| EDGAR ↗ | Mar 14, 2018 D/A File 021-282445 | $0 | $0 | $0 (est.) Customary management and/or advisory fees may be paid to persons listed in Item 3 or affiliates thereof. | None listed on this filing |
| EDGAR ↗ | Feb 13, 2018 D File 021-305476 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 29, 2017 D File 021-301952 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 6, 2017 D File 021-284244 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 18, 2016 D File 021-274813 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 15, 2016 D File 021-267128 | $0 | $0 | $0 (est.) Customary management and services fees will be paid to the investment advisor. | None listed on this filing |
| EDGAR ↗ | Mar 25, 2016 D/A File 021-236779 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 18, 2016 D File 021-259533 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 7, 2016 D File 021-258685 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 20, 2015 D File 021-240223 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 10, 2015 D File 021-235542 | $0 | $0 | $50,000 (est.) Company also pays such persons from operating cash flow. | None listed on this filing |
| EDGAR ↗ | Feb 12, 2014 D File 021-211767 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 4, 2014 D File 021-211261 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 25, 2013 D File 021-205311 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 25, 2013 D File 021-203490 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 15, 2013 D/A File 021-185517 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 12, 2013 D File 021-193140 | $0 | $0 | $0 | N/A no CRD number reported |
| EDGAR ↗ | Jan 2, 2013 D File 021-189303 | $0 | $0 | $0 | N/A no CRD number reported |
| EDGAR ↗ | Nov 8, 2012 D File 021-186695 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 2, 2012 D File 021-186469 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 11, 2012 D/A File 021-144753 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 6, 2012 D/A File 021-157166 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2012 D File 021-179029 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2012 D/A File 021-142441 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 18, 2012 D/A File 021-134366 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 18, 2012 D/A File 021-135271 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2012 D/A File 021-134236 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2012 D/A File 021-136839 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2012 D/A File 021-52729 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 20, 2011 D File 021-170397 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 30, 2011 D File 021-165162 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 11, 2011 D File 021-162632 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 11, 2011 D File 021-162558 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 19, 2011 D File 021-160079 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 4, 2011 D File 021-156244 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 3, 2011 D File 021-156180 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2010 D File 021-150816 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 23, 2010 D File 021-146788 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 14, 2009 D File 021-134398 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 26, 2009 D File 021-133949 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 26, 2009 D File 021-133966 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 14, 2009 D File 021-131245 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 54 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Freestone in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 23, 2026, 11:58 PM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address 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.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | FREESTONE OPPORTUNITY PARTNERS LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 9 | $156,675,920 offering Indefinite · similar: $155,000–$5,250,000 | 245 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2019 |
| EDGAR ↗ | FREESTONE MANAGER FUND, L.P. | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 4 | $102,492,573 offering $500,000,000 · similar: $155,000–$5,250,000 | 94 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2012 |
| EDGAR ↗ | FREESTONE STRATEGIC OPPORTUNITIES LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $15,625,000 offering $15,625,000 · similar: $155,000–$5,250,000 | 50 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2009 |
| EDGAR ↗ | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 9 | $138,402,702 offering Indefinite · similar: $155,000–$5,250,000 | 241 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2019 |
| EDGAR ↗ | Freestone Capital Holdings, LLC | shared people, same business address, similar issuer names | SEATTLE, WA | Investing | 1 | $0 | 0 | $3,000 | 2009–2009 |
| EDGAR ↗ | MOD Super Fast Pizza, LLC | shared people, same business address, similar issuer names | SEATTLE, WA | Restaurants | 2 | $0 | 0 | $50,000 | 2009–2012 |
| EDGAR ↗ | TOPWATER OPPORTUNITY QUALIFIED FUND LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 4 | $118,263,114 offering Indefinite · similar: $155,000–$5,250,000 | 133 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2012 |
| EDGAR ↗ | RAMPART QUALIFIED FUND, LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 4 | $71,172,355 offering Indefinite · similar: $155,000–$5,250,000 | 102 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2012 |
| EDGAR ↗ | FI II, LLC | shared people, same business address | SEATTLE, WA | Investing | 1 | $0 | 0 | $100 | 2009–2009 |
| EDGAR ↗ | RAMPART FUND, LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 4 | $33,630,605 offering Indefinite · similar: $155,000–$5,250,000 | 61 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2012 |
| EDGAR ↗ | TOPWATER OPPORTUNITY FUND LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 4 | $63,057,287 offering Indefinite · similar: $155,000–$5,250,000 | 95 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2012 |
| EDGAR ↗ | FREESTONE CAPITAL QUALIFIED PARTNERS LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 9 | $288,216,640 offering Indefinite · similar: $155,000–$5,250,000 | 263 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2019 |
| EDGAR ↗ | FREESTONE CAPITAL PARTNERS LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 9 | $186,240,803 offering Indefinite · similar: $155,000–$5,250,000 | 232 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2019 |
| EDGAR ↗ | FREESTONE CAPITAL PARTNERS LTD | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 9 | $90,659,714 offering Indefinite · similar: $155,000–$5,250,000 | 144 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2019 |
| EDGAR ↗ | FREESTONE ADVANTAGE PARTNERS II LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 3 | $89,200,000 offering Indefinite · similar: $155,000–$5,250,000 | 152 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2012 |
| EDGAR ↗ | FREESTONE STRATEGIC OPPORTUNITIES II LP - SERIES A | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 3 | $5,034,882 offering Indefinite · similar: $155,000–$5,250,000 | 70 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2012 |
| EDGAR ↗ | FPWL LLC | shared people, same business address, similar issuer names | SEATTLE, WA | Other | 2 | $6,150,001 | 2 | $1 | 2010–2010 |
| EDGAR ↗ | SWL LLC | shared people, same business address, similar issuer names | SEATTLE, WA | Residential | 2 | $6,000,001 | 3 | $190,000 | 2011–2011 |
| EDGAR ↗ | FPWL II LLC | shared people, same business address, similar issuer names | SEATTLE, WA | Commercial | 4 | $8,330,000 | 3 | $8,330,000 | 2011–2011 |
| EDGAR ↗ | FREESTONE REAL ESTATE OPPORTUNITIES LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 3 | $50,124,943 | 147 | No minimum reported | 2011–2012 |
| EDGAR ↗ | FPWL 3 LLC | shared people, same business address, similar issuer names | SEATTLE, WA | Commercial | 1 | $2,450,002 | 3 | $1 | 2011–2011 |
| EDGAR ↗ | Freestone Real Estate Opportunities II LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 2 | $45,518,501 offering Indefinite · similar: $155,000–$5,250,000 | 96 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2013 |
| EDGAR ↗ | FPWL 4 LLC | shared management entity, same business address, similar issuer names | SEATTLE, WA | Other | 1 | $6,750,002 | 4 | $1 | 2012–2012 |
| EDGAR ↗ | SWL II LLC | shared management entity, same business address, similar issuer names | SEATTLE, WA | Residential | 1 | $2,204,000 | 3 | $24,400 | 2012–2012 |
| EDGAR ↗ | FC Golf Partners, L.P. | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $15,775,000 | 40 | No minimum reported | 2013–2013 |
| EDGAR ↗ | Freestone Real Estate Opportunities Qualified II LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $8,950,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2013–2013 |
| EDGAR ↗ | Freestone Real Estate Income Plus, LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $40,072,000 offering Indefinite · similar: $155,000–$5,250,000 | 79 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2013 |
| EDGAR ↗ | FWNW II LLC | shared people, same business address | SEATTLE, WA | Other | 1 | $3,189,001 offering $3,189,001 · similar: $500,000–$7,000,000 | 3 similar: 2–14 | $1 similar: $5,000–$50,000 | 2013–2013 |
| EDGAR ↗ | MOD Super Fast Pizza Holdings, LLC | shared people, same business address, similar issuer names | Bellevue, WA | Restaurants | 6 | $37,000,138 offering $1,000,000 · similar: $779,000–$5,000,015 | 44 similar: 2–13 | No minimum reported similar: $12,500–$100,000 | 2014–2018 |
| EDGAR ↗ | Freestone Senior Loan Fund LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 2 | $21,050,000 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | FC Golf Partners II LP | shared people, shared management entity, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 2 | $81,820,000 offering Indefinite · similar: $155,000–$5,250,000 | 160 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | Freestone Yield Fund LP | shared people, shared management entity, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $50,070,000 offering Indefinite · similar: $155,000–$5,250,000 | 105 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | Freestone Manufactured Housing Communities LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $219,990,000 offering Indefinite · similar: $155,000–$5,250,000 | 412 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | Freestone Advantage Partners III LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 2 | $65,780,000 offering Indefinite · similar: $155,000–$5,250,000 | 127 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2018 |
| EDGAR ↗ | MOD Super Fast Pizza Intermediate Holdings I, LLC | shared people, same business address, similar issuer names | Bellevue, WA | Restaurants | 1 | $400,000 offering $400,000 · similar: $779,000–$5,000,015 | 2 similar: 2–13 | No minimum reported similar: $12,500–$100,000 | 2017–2017 |
| EDGAR ↗ | Perini Capital Structured Credit Opportunity Fund, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | Carlsbad, NM | Pooled Investment Fund | 8 | $50,443,721 offering Indefinite · similar: $155,000–$5,250,000 | 34 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2017–2026 |
| EDGAR ↗ | Freestone Manufactured Housing Communities II LP | shared people, shared management entity, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $38,290,000 offering Indefinite · similar: $155,000–$5,250,000 | 102 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | Freestone Manufactured Housing Communities II Qualified LP | shared people, shared management entity, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $232,639,000 offering Indefinite · similar: $155,000–$5,250,000 | 299 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | Freestone Omaha Hotel LP | shared people, shared management entity, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $36,595,000 offering Indefinite · similar: $155,000–$5,250,000 | 45 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | Unstructured Simplicity, LLC | shared people | FRANKLIN, TN | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | Freestone Royalty Income Partners LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $116,970,000 offering Indefinite · similar: $155,000–$5,250,000 | 167 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | FREESTONE LITIGATION PARTNERS LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $189,370,000 offering Indefinite · similar: $155,000–$5,250,000 | 312 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | FREESTONE AFFORDABLE HOUSING PARTNERS LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $106,205,000 offering Indefinite · similar: $155,000–$5,250,000 | 78 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | FREESTONE BOURBON FUND LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $4,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | Freestone Car Wash I LLC | shared people, same business address, similar issuer names | SEATTLE, WA | Commercial | 1 | $0 offering $4,400,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | Freestone Manufactured Housing Communities III LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $423,631,000 offering $423,631,000 · similar: $155,000–$5,250,000 | 726 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Freestone Advantage Partners IV LP | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $50,275,000 offering Indefinite · similar: $155,000–$5,250,000 | 104 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Perini Capital Phoenix Fund, LLC | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | Carlsbad, NM | Pooled Investment Fund | 5 | $18,626,714 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | Freestone LP Real Estate Fund | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 5 | $485,601,000 offering Indefinite · similar: $500,000–$16,420,250 | 746 similar: 2–28 | $250,000 similar: $5,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Freestone LP Advantage Partners V | shared people, shared management entity, same business address, similar issuer names | Seattle, WA | Pooled Investment Fund | 2 | $119,465,000 offering Indefinite · similar: $500,000–$16,420,250 | 294 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2023–2023 |
| EDGAR ↗ | FVPC, LLC | shared people, same person name on both filings, shared management entity, similar issuer names | SCOTTSDALE, AZ | Pooled Investment Fund | 1 | $4,860,000 offering $25,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Perini Capital Special Opportunity I, LLC | shared people, same person name on both filings, similar issuer names | Solana Beach, CA | Pooled Investment Fund | 1 | $1,394,912 offering $1,800,000 · similar: $155,000–$5,250,000 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Freestone LP Advantage Partners VI | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $500,000–$16,420,250 | 0 similar: 2–28 | $100,000 similar: $5,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Freestone LP Advantage Partners VII | shared people, shared management entity, same business address, similar issuer names | SEATTLE, WA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $500,000–$16,420,250 | 0 similar: 2–28 | $250,000 similar: $5,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (5 industry/exemption sets on this page); 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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Aug 26, 2026 | Freestone LP Advantage Partners VII | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 4, 2026 | Perini Capital Structured Credit Opportunity Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $50,443,721 |
| EDGAR ↗ | May 8, 2026 | Freestone LP Real Estate Fund | D/A | Pooled Investment Fund | Indefinite | $485,601,000 |
| EDGAR ↗ | Mar 11, 2026 | Perini Capital Phoenix Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $18,626,714 |
| EDGAR ↗ | Aug 4, 2025 | Perini Capital Structured Credit Opportunity Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $50,443,721 |
| EDGAR ↗ | May 13, 2025 | Freestone LP Real Estate Fund | D/A | Pooled Investment Fund | Indefinite | $430,776,000 |
| EDGAR ↗ | Mar 19, 2025 | Freestone LP Advantage Partners VI | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 11, 2025 | Perini Capital Phoenix Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $17,789,623 |
| EDGAR ↗ | Aug 2, 2024 | Perini Capital Structured Credit Opportunity Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $50,443,721 |
| EDGAR ↗ | May 22, 2024 | Freestone LP Real Estate Fund | D/A | Pooled Investment Fund | Indefinite | $317,506,000 |
| EDGAR ↗ | Mar 11, 2024 | Perini Capital Phoenix Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $8,436,965 |
| EDGAR ↗ | Dec 13, 2023 | Perini Capital Special Opportunity I, LLC | D | Pooled Investment Fund | $1,800,000 | $1,394,912 |
| EDGAR ↗ | Nov 28, 2023 | FVPC, LLC | D | Pooled Investment Fund | $25,000,000 | $4,860,000 |
| EDGAR ↗ | Aug 1, 2023 | Perini Capital Structured Credit Opportunity Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $50,443,721 |
| EDGAR ↗ | May 17, 2023 | Freestone LP Advantage Partners V | D/A | Pooled Investment Fund | Indefinite | $119,465,000 |
| EDGAR ↗ | May 17, 2023 | Freestone LP Real Estate Fund | D/A | Pooled Investment Fund | Indefinite | $189,920,000 |
| EDGAR ↗ | Apr 14, 2023 | Freestone LP Advantage Partners V | D | Pooled Investment Fund | Indefinite | $119,465,000 |
| EDGAR ↗ | Mar 21, 2023 | Freestone LP Real Estate Fund | D | Pooled Investment Fund | Indefinite | $189,920,000 |
| EDGAR ↗ | Mar 6, 2023 | Perini Capital Phoenix Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $6,150,000 |
| EDGAR ↗ | Aug 1, 2022 | Perini Capital Structured Credit Opportunity Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $36,292,791 |
| EDGAR ↗ | Mar 4, 2022 | Perini Capital Phoenix Fund, LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 2, 2021 | Freestone Advantage Partners IV LP | D | Pooled Investment Fund | Indefinite | $50,275,000 |
| EDGAR ↗ | Jul 30, 2021 | Perini Capital Structured Credit Opportunity Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $48,796,682 |
| EDGAR ↗ | Jan 28, 2021 | Freestone Manufactured Housing Communities III LP | D | Pooled Investment Fund | $423,631,000 | $423,631,000 |
| EDGAR ↗ | Aug 3, 2020 | Freestone Car Wash I LLC | D | Commercial | $4,400,000 | $0 |
| EDGAR ↗ | Feb 14, 2020 | FREESTONE BOURBON FUND LP | D | Pooled Investment Fund | Indefinite | $4,000,000 |
| EDGAR ↗ | Jan 29, 2020 | FREESTONE AFFORDABLE HOUSING PARTNERS LP | D | Pooled Investment Fund | Indefinite | $106,205,000 |
| EDGAR ↗ | Jan 16, 2020 | FREESTONE LITIGATION PARTNERS LP | D | Pooled Investment Fund | Indefinite | $189,370,000 |
| EDGAR ↗ | Jun 18, 2019 | Freestone Royalty Income Partners LP | D | Pooled Investment Fund | Indefinite | $116,970,000 |
| EDGAR ↗ | Feb 15, 2019 | Unstructured Simplicity, LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 7, 2019 | FREESTONE CAPITAL PARTNERS LTD | D/A | Pooled Investment Fund | Indefinite | $90,659,714 |
| EDGAR ↗ | Feb 7, 2019 | FREESTONE CAPITAL PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $177,830,851 |
| EDGAR ↗ | Feb 7, 2019 | FREESTONE CAPITAL QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $288,216,640 |
| EDGAR ↗ | Jan 29, 2019 | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $138,402,702 |
| EDGAR ↗ | Jan 29, 2019 | FREESTONE OPPORTUNITY PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $156,675,920 |
| EDGAR ↗ | Oct 2, 2018 | Freestone Omaha Hotel LP | D | Pooled Investment Fund | Indefinite | $36,595,000 |
| EDGAR ↗ | Aug 28, 2018 | Freestone Manufactured Housing Communities II Qualified LP | D | Pooled Investment Fund | Indefinite | $232,639,000 |
| EDGAR ↗ | Aug 28, 2018 | Freestone Manufactured Housing Communities II LP | D | Pooled Investment Fund | Indefinite | $38,290,000 |
| EDGAR ↗ | Mar 14, 2018 | Freestone Advantage Partners III LP | D/A | Pooled Investment Fund | Indefinite | $65,780,000 |
| EDGAR ↗ | Feb 13, 2018 | MOD Super Fast Pizza Holdings, LLC | D | Restaurants | $1,000,000 | $9 |
| EDGAR ↗ | Feb 7, 2018 | FREESTONE CAPITAL PARTNERS LTD | D/A | Pooled Investment Fund | Indefinite | $90,659,714 |
| EDGAR ↗ | Feb 7, 2018 | FREESTONE CAPITAL PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $177,830,851 |
| EDGAR ↗ | Feb 7, 2018 | FREESTONE CAPITAL QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $288,216,640 |
| EDGAR ↗ | Jan 29, 2018 | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $126,731,663 |
| EDGAR ↗ | Jan 29, 2018 | FREESTONE OPPORTUNITY PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $152,014,920 |
| EDGAR ↗ | Dec 29, 2017 | MOD Super Fast Pizza Holdings, LLC | D | Restaurants | $35,000,000 | $31,696,384 |
| EDGAR ↗ | Oct 16, 2017 | Perini Capital Structured Credit Opportunity Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $4,525,000 |
| EDGAR ↗ | Oct 6, 2017 | Perini Capital Structured Credit Opportunity Fund, LLC | D | Pooled Investment Fund | Indefinite | $4,525,000 |
| EDGAR ↗ | Apr 6, 2017 | MOD Super Fast Pizza Intermediate Holdings I, LLC | D | Restaurants | $400,000 | $400,000 |
| EDGAR ↗ | Mar 14, 2017 | Freestone Advantage Partners III LP | D | Pooled Investment Fund | Indefinite | $49,530,000 |
| EDGAR ↗ | Feb 6, 2017 | FREESTONE CAPITAL PARTNERS LTD | D/A | Pooled Investment Fund | Indefinite | $90,659,714 |
| EDGAR ↗ | Feb 6, 2017 | FREESTONE CAPITAL PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $177,830,851 |
| EDGAR ↗ | Feb 6, 2017 | FREESTONE CAPITAL QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $288,216,640 |
| EDGAR ↗ | Jan 27, 2017 | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $111,127,620 |
| EDGAR ↗ | Jan 27, 2017 | FREESTONE OPPORTUNITY PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $149,628,365 |
| EDGAR ↗ | Nov 18, 2016 | MOD Super Fast Pizza Holdings, LLC | D | Restaurants | $44,999,979 | $37,000,138 |
| EDGAR ↗ | Jul 15, 2016 | Freestone Manufactured Housing Communities LP | D | Pooled Investment Fund | Indefinite | $219,990,000 |
| EDGAR ↗ | Mar 25, 2016 | FC Golf Partners II LP | D/A | Pooled Investment Fund | Indefinite | $81,820,000 |
| EDGAR ↗ | Mar 18, 2016 | MOD Super Fast Pizza Holdings, LLC | D | Restaurants | $35,000,000 | $34,106,823 |
| EDGAR ↗ | Mar 7, 2016 | Freestone Yield Fund LP | D | Pooled Investment Fund | Indefinite | $50,070,000 |
| EDGAR ↗ | Feb 5, 2016 | FREESTONE CAPITAL PARTNERS LTD | D/A | Pooled Investment Fund | Indefinite | $90,658,226 |
| EDGAR ↗ | Feb 5, 2016 | FREESTONE CAPITAL PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $177,821,008 |
| EDGAR ↗ | Feb 5, 2016 | FREESTONE CAPITAL QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $287,212,736 |
| EDGAR ↗ | Jan 27, 2016 | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $106,367,620 |
| EDGAR ↗ | Jan 27, 2016 | FREESTONE OPPORTUNITY PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $143,073,256 |
| EDGAR ↗ | May 20, 2015 | Freestone Senior Loan Fund LP | D | Pooled Investment Fund | Indefinite | $19,550,000 |
| EDGAR ↗ | Mar 27, 2015 | FC Golf Partners II LP | D | Pooled Investment Fund | Indefinite | $23,281,000 |
| EDGAR ↗ | Mar 10, 2015 | MOD Super Fast Pizza Holdings, LLC | D | Other | $45,000,000 | $25,000,000 |
| EDGAR ↗ | Feb 6, 2015 | FREESTONE CAPITAL PARTNERS LTD | D/A | Pooled Investment Fund | Indefinite | $90,408,226 |
| EDGAR ↗ | Feb 6, 2015 | FREESTONE CAPITAL PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $175,001,124 |
| EDGAR ↗ | Feb 6, 2015 | FREESTONE CAPITAL QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $286,362,736 |
| EDGAR ↗ | Jan 26, 2015 | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $104,917,620 |
| EDGAR ↗ | Jan 26, 2015 | FREESTONE OPPORTUNITY PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $141,853,936 |
| EDGAR ↗ | Feb 12, 2014 | Freestone Senior Loan Fund LP | D | Pooled Investment Fund | Indefinite | $21,050,000 |
| EDGAR ↗ | Feb 4, 2014 | MOD Super Fast Pizza Holdings, LLC | D | Other | $12,000,000 | $0 |
| EDGAR ↗ | Oct 25, 2013 | FWNW II LLC | D | Other | $3,189,001 | $3,189,001 |
| EDGAR ↗ | Sep 25, 2013 | Freestone Real Estate Income Plus, LP | D | Pooled Investment Fund | Indefinite | $40,072,000 |
| EDGAR ↗ | May 15, 2013 | Freestone Real Estate Opportunities II LP | D/A | Pooled Investment Fund | Indefinite | $45,518,501 |
| EDGAR ↗ | Mar 12, 2013 | Freestone Real Estate Opportunities Qualified II LP | D | Pooled Investment Fund | Indefinite | $8,950,000 |
| EDGAR ↗ | Jan 2, 2013 | FC Golf Partners, L.P. | D | Pooled Investment Fund | $50,000,000 | $15,775,000 |
| EDGAR ↗ | Nov 8, 2012 | SWL II LLC | D | Residential | $2,204,000 | $2,204,000 |
| EDGAR ↗ | Nov 2, 2012 | FPWL 4 LLC | D | Other | $6,750,002 | $6,750,002 |
| EDGAR ↗ | Oct 15, 2012 | Freestone Real Estate Opportunities II LP | D | Pooled Investment Fund | Indefinite | $6,110,000 |
| EDGAR ↗ | Jul 11, 2012 | FREESTONE STRATEGIC OPPORTUNITIES II LP - SERIES A | D/A | Pooled Investment Fund | Indefinite | $5,034,882 |
| EDGAR ↗ | Jun 6, 2012 | FREESTONE REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $50,124,943 |
| EDGAR ↗ | May 31, 2012 | MOD Super Fast Pizza, LLC | D | Restaurants | $1,600,000 | $0 |
| EDGAR ↗ | May 21, 2012 | FREESTONE ADVANTAGE PARTNERS II LP | D/A | Pooled Investment Fund | Indefinite | $89,200,000 |
| EDGAR ↗ | Apr 19, 2012 | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $78,855,128 |
| EDGAR ↗ | Apr 19, 2012 | FREESTONE CAPITAL QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $232,360,243 |
| EDGAR ↗ | Apr 18, 2012 | RAMPART QUALIFIED FUND, LP | D/A | Pooled Investment Fund | Indefinite | $71,172,355 |
| EDGAR ↗ | Apr 18, 2012 | RAMPART FUND, LP | D/A | Pooled Investment Fund | Indefinite | $33,630,605 |
| EDGAR ↗ | Apr 18, 2012 | FREESTONE CAPITAL PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $186,240,803 |
| EDGAR ↗ | Apr 18, 2012 | FREESTONE CAPITAL PARTNERS LTD | D/A | Pooled Investment Fund | Indefinite | $72,909,300 |
| EDGAR ↗ | Apr 17, 2012 | TOPWATER OPPORTUNITY FUND LP | D/A | Pooled Investment Fund | Indefinite | $63,057,287 |
| EDGAR ↗ | Apr 17, 2012 | TOPWATER OPPORTUNITY QUALIFIED FUND LP | D/A | Pooled Investment Fund | Indefinite | $118,263,114 |
| EDGAR ↗ | Mar 16, 2012 | FREESTONE OPPORTUNITY PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $115,100,160 |
| EDGAR ↗ | Mar 16, 2012 | FREESTONE MANAGER FUND, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $102,492,573 |
| EDGAR ↗ | Dec 20, 2011 | FPWL 3 LLC | D | Commercial | $2,450,002 | $2,450,002 |
| EDGAR ↗ | Aug 30, 2011 | FPWL II LLC | D | Commercial | $8,330,000 | $8,330,000 |
| EDGAR ↗ | Jul 21, 2011 | FREESTONE STRATEGIC OPPORTUNITIES II LP - SERIES A | D/A | Pooled Investment Fund | Indefinite | $4,875,200 |
| EDGAR ↗ | Jul 11, 2011 | FPWL II LLC | D | Other | $5,040,000 | $5,040,000 |
| EDGAR ↗ | Jul 11, 2011 | SWL LLC | D | Residential | $3,800,000 | $3,800,000 |
| EDGAR ↗ | Jun 10, 2011 | FREESTONE REAL ESTATE OPPORTUNITIES LP | D/A | Pooled Investment Fund | Indefinite | $14,059,943 |
| EDGAR ↗ | May 20, 2011 | FREESTONE ADVANTAGE PARTNERS II LP | D/A | Pooled Investment Fund | Indefinite | $61,735,005 |
| EDGAR ↗ | May 19, 2011 | FPWL II LLC | D | Other | $5,037,500 | $5,037,500 |
| EDGAR ↗ | Apr 20, 2011 | FREESTONE CAPITAL QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $207,706,294 |
| EDGAR ↗ | Apr 20, 2011 | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $56,638,370 |
| EDGAR ↗ | Apr 18, 2011 | FREESTONE CAPITAL PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $157,328,167 |
| EDGAR ↗ | Apr 18, 2011 | FREESTONE CAPITAL PARTNERS LTD | D/A | Pooled Investment Fund | Indefinite | $60,114,903 |
| EDGAR ↗ | Apr 18, 2011 | RAMPART QUALIFIED FUND, LP | D/A | Pooled Investment Fund | Indefinite | $47,729,000 |
| EDGAR ↗ | Apr 18, 2011 | RAMPART FUND, LP | D/A | Pooled Investment Fund | Indefinite | $22,060,000 |
| EDGAR ↗ | Apr 11, 2011 | TOPWATER OPPORTUNITY FUND LP | D/A | Pooled Investment Fund | Indefinite | $18,851,681 |
| EDGAR ↗ | Apr 11, 2011 | TOPWATER OPPORTUNITY QUALIFIED FUND LP | D/A | Pooled Investment Fund | Indefinite | $32,181,656 |
| EDGAR ↗ | Mar 22, 2011 | FREESTONE REAL ESTATE OPPORTUNITIES LP | D | Pooled Investment Fund | Indefinite | $4,950,000 |
| EDGAR ↗ | Mar 16, 2011 | FREESTONE OPPORTUNITY PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $111,919,597 |
| EDGAR ↗ | Mar 16, 2011 | FREESTONE MANAGER FUND, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $69,163,987 |
| EDGAR ↗ | Mar 4, 2011 | FPWL II LLC | D | Residential | $3,266,668 | $2,580,688 |
| EDGAR ↗ | Mar 3, 2011 | SWL LLC | D | Residential | $6,000,001 | $6,000,001 |
| EDGAR ↗ | Nov 22, 2010 | FPWL LLC | D | Other | $5,161,725 | $5,161,725 |
| EDGAR ↗ | Aug 23, 2010 | FPWL LLC | D | Commercial | $6,150,001 | $6,150,001 |
| EDGAR ↗ | Jul 12, 2010 | FREESTONE STRATEGIC OPPORTUNITIES II LP - SERIES A | D | Pooled Investment Fund | Indefinite | $3,585,000 |
| EDGAR ↗ | May 24, 2010 | FREESTONE ADVANTAGE PARTNERS II LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 6, 2010 | TOPWATER OPPORTUNITY QUALIFIED FUND LP | D/A | Pooled Investment Fund | Indefinite | $11,571,649 |
| EDGAR ↗ | Apr 6, 2010 | FREESTONE CAPITAL QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $163,740,612 |
| EDGAR ↗ | Apr 6, 2010 | FREESTONE CAPITAL PARTNERS LTD | D/A | Pooled Investment Fund | Indefinite | $51,513,416 |
| EDGAR ↗ | Apr 6, 2010 | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $39,591,812 |
| EDGAR ↗ | Apr 6, 2010 | RAMPART FUND, LP | D/A | Pooled Investment Fund | Indefinite | $13,735,000 |
| EDGAR ↗ | Apr 6, 2010 | RAMPART QUALIFIED FUND, LP | D/A | Pooled Investment Fund | Indefinite | $30,244,000 |
| EDGAR ↗ | Apr 6, 2010 | TOPWATER OPPORTUNITY FUND LP | D/A | Pooled Investment Fund | Indefinite | $4,271,681 |
| EDGAR ↗ | Apr 6, 2010 | FREESTONE CAPITAL PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $118,002,931 |
| EDGAR ↗ | Mar 16, 2010 | FREESTONE OPPORTUNITY PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $105,717,597 |
| EDGAR ↗ | Mar 16, 2010 | FREESTONE MANAGER FUND, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $68,635,102 |
| EDGAR ↗ | Jan 14, 2010 | FREESTONE CAPITAL PARTNERS LTD | D/A | Pooled Investment Fund | Indefinite | $50,165,822 |
| EDGAR ↗ | Jan 14, 2010 | FREESTONE CAPITAL PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $116,793,867 |
| EDGAR ↗ | Jan 14, 2010 | FREESTONE CAPITAL QUALIFIED PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $157,498,360 |
| EDGAR ↗ | Dec 11, 2009 | TOPWATER OPPORTUNITY FUND LP | D | Pooled Investment Fund | Indefinite | $200,000 |
| EDGAR ↗ | Oct 14, 2009 | RAMPART FUND, LP | D | Pooled Investment Fund | Indefinite | $4,450,000 |
| EDGAR ↗ | Sep 14, 2009 | FI II, LLC | D | Investing | $580,000 | $0 |
| EDGAR ↗ | Sep 11, 2009 | RAMPART QUALIFIED FUND, LP | D | Pooled Investment Fund | Indefinite | $1,850,000 |
| EDGAR ↗ | Sep 8, 2009 | TOPWATER OPPORTUNITY QUALIFIED FUND LP | D | Pooled Investment Fund | Indefinite | $3,500,000 |
| EDGAR ↗ | Aug 26, 2009 | MOD Super Fast Pizza, LLC | D | Restaurants | $1,200,000 | $0 |
| EDGAR ↗ | Aug 26, 2009 | Freestone Capital Holdings, LLC | D | Investing | $4,200,000 | $0 |
| EDGAR ↗ | Jul 14, 2009 | FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | D | Pooled Investment Fund | Indefinite | $28,306,586 |
| EDGAR ↗ | May 14, 2009 | FREESTONE STRATEGIC OPPORTUNITIES LP | D | Pooled Investment Fund | $15,625,000 | $15,625,000 |
| EDGAR ↗ | Mar 11, 2009 | FREESTONE OPPORTUNITY PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $86,515,911 |
| EDGAR ↗ | Mar 11, 2009 | FREESTONE MANAGER FUND, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $65,115,103 |
Activity: 1 new offering 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 Aug 26, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009), Investing (2009), Restaurants (2009), Pooled Investment Fund (2009), Investing (2009), Pooled Investment Fund (2009–2010), Commercial (2010), Other (2010), Residential (2011), Pooled Investment Fund (2011), Other (2011), Residential (2011), Other (2011), Commercial (2011), Restaurants (2012), Pooled Investment Fund (2012), Other (2012), Residential (2012), Pooled Investment Fund (2013), Other (2013–2014), Pooled Investment Fund (2014), Other (2015), Pooled Investment Fund (2015–2016), Restaurants (2016), Pooled Investment Fund (2016), Restaurants (2016), Pooled Investment Fund (2017), Restaurants (2017), Pooled Investment Fund (2017), Restaurants (2017–2018), Pooled Investment Fund (2018–2020), Commercial (2020). Latest offering: Pooled Investment Fund (2021–2026; most recent Aug 26, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Gary Furukawa | Executive Officer, Director, Promoter | 38 | Mar 11, 2009 → Aug 26, 2026 |
| FREESTONE CAPITAL MANAGEMENT, LLC entity | Promoter, Executive Officer | 33 | Mar 16, 2010 → Aug 26, 2026 |
| Erik Morgan | Executive Officer, Director, Promoter | 32 | Mar 11, 2009 → Aug 26, 2026 |
| Freestone Investments, LLC entity | Executive Officer, Director, Promoter | 25 | Apr 6, 2010 → May 8, 2026 |
| Scott Svenson | Executive Officer, Director, Promoter | 21 | Mar 11, 2009 → Feb 13, 2018 |
| Scott Akins | Executive Officer, Promoter | 19 | May 15, 2013 → Nov 2, 2021 |
| JAMES BARNYAK | Executive Officer | 13 | Mar 11, 2009 → Apr 11, 2011 |
| JANICE GREENE | Executive Officer | 11 | Jan 14, 2010 → Jul 12, 2010 |
| FREESTONE CAPITAL HOLDINGS, LLC entity | Executive Officer, Promoter | 10 | Apr 6, 2010 → Feb 14, 2020 |
| ERIC MARTINEZ | Executive Officer | 10 | Mar 22, 2011 → Jul 21, 2011 |
| James Rooney | Executive Officer, Promoter | 9 | Oct 15, 2012 → Mar 25, 2016 |
| Kevin I. Patrick | Executive Officer | 9 | Mar 16, 2011 → Apr 19, 2012 |
| FREESTONE CAPITAL MANAGEMENT, LLC FREESTONE CAPITAL MANAGEMENT, LLC entity | Promoter | 8 | May 14, 2009 → Apr 20, 2011 |
| FREESTONE INVESTMENTS LLC FREESTONE INVESTMENTS LLC entity | Executive Officer | 7 | May 14, 2009 → Apr 20, 2011 |
| MEGHAN LOSK | Executive Officer | 6 | May 21, 2012 → Sep 25, 2013 |
| Michael E. Ciklin | Executive Officer, Promoter | 5 | Oct 6, 2017 → Aug 4, 2026 |
| Trimble Freestone Capital Holdings, LLC entity | Executive Officer | 5 | Mar 16, 2010 → Apr 19, 2012 |
| Michael D. Perini | Executive Officer | 4 | Oct 6, 2017 → Aug 4, 2026 |
| JUSTIN YOUNG | Director, Executive Officer | 4 | Jan 14, 2010 → Sep 25, 2013 |
| Nick Cicero | Director, Executive Officer, Promoter | 3 | Feb 6, 2015 → Aug 26, 2026 |
| Jennifer Moreland | Director, Executive Officer | 3 | Feb 7, 2019 → May 8, 2026 |
| Trimble Freestone Capital Management, LLC entity | Executive Officer, Promoter | 3 | Mar 16, 2010 → Apr 17, 2012 |
| Perini Capital Partners, LLC entity | Promoter, Executive Officer | 2 | Jul 30, 2021 → Aug 4, 2026 |
| Perini Capital, LLC entity | Executive Officer | 2 | Jul 30, 2021 → Aug 4, 2026 |
| Paul Twohig | Executive Officer, Director | 2 | Aug 26, 2009 → Feb 13, 2018 |
| Jim Alling | Director | 2 | Aug 26, 2009 → Feb 13, 2018 |
| Robert Barton | Executive Officer, Director | 2 | Mar 18, 2016 → Feb 13, 2018 |
| Chris Schultz | Executive Officer | 2 | Nov 18, 2016 → Apr 6, 2017 |
| Peter Nanula | Promoter, Executive Officer | 2 | Jan 2, 2013 → Mar 25, 2016 |
| FREESTONE CAPITAL HOLDINGS, LLC FREESTONE CAPITAL HOLDINGS, LLC entity | Executive Officer | 2 | Jan 14, 2010 → Apr 20, 2011 |
| FAP VII GP, LLC entity | Executive Officer, Promoter | 1 | Aug 26, 2026 → Aug 26, 2026 |
| FRE GP, LLC entity | Executive Officer, Promoter | 1 | Mar 21, 2023 → May 8, 2026 |
| FAP VI GP, LLC entity | Executive Officer, Promoter | 1 | Mar 19, 2025 → Mar 19, 2025 |
| Perini Capital Partners II, LLC entity | Promoter | 1 | Dec 13, 2023 → Dec 13, 2023 |
| Perini Capital, LLC entity | Promoter | 1 | Nov 28, 2023 → Nov 28, 2023 |
| FAP V GP, LLC entity | Executive Officer, Promoter | 1 | Apr 14, 2023 → May 17, 2023 |
| Bruce Milam | Executive Officer | 1 | Mar 21, 2023 → Mar 21, 2023 |
| Jesse Silver | Executive Officer | 1 | Aug 1, 2022 → Aug 1, 2022 |
| FAP IV GP LLC entity | Executive Officer, Promoter | 1 | Nov 2, 2021 → Nov 2, 2021 |
| James Harris | Executive Officer | 1 | Oct 6, 2017 → Jul 30, 2021 |
| FMHC III GP LLC entity | Executive Officer, Promoter | 1 | Jan 28, 2021 → Jan 28, 2021 |
| Sean Carr | Executive Officer, Promoter | 1 | Aug 3, 2020 → Aug 3, 2020 |
| Freestone Bourbon Fund GP LLC entity | Executive Officer, Promoter | 1 | Feb 14, 2020 → Feb 14, 2020 |
| FAHP GP LLC entity | Executive Officer, Promoter | 1 | Jan 29, 2020 → Jan 29, 2020 |
| FLIP GP LLC entity | Executive Officer, Promoter | 1 | Jan 16, 2020 → Jan 16, 2020 |
| Freestone Royalty Income GP LLC entity | Executive Officer, Promoter | 1 | Jun 18, 2019 → Jun 18, 2019 |
| James David Yerger | Promoter | 1 | Feb 15, 2019 → Feb 15, 2019 |
| Kevin Phillip | Director | 1 | Feb 6, 2017 → Feb 7, 2019 |
| Erik 98104 Morgan | Executive Officer | 1 | Oct 2, 2018 → Oct 2, 2018 |
| Nader Naini | Director | 1 | Mar 18, 2016 → Feb 13, 2018 |
| David Ferguson | Director | 1 | Mar 18, 2016 → Feb 13, 2018 |
| Chip Baird | Director | 1 | Mar 18, 2016 → Feb 13, 2018 |
| Lindsey Schwartz | Director | 1 | Mar 18, 2016 → Feb 13, 2018 |
| Allyson Svenson | Director | 1 | Mar 18, 2016 → Feb 13, 2018 |
| Katherine Jaspon | Director | 1 | Dec 29, 2017 → Feb 13, 2018 |
| Paul Parhar | Director | 1 | Feb 6, 2015 → Feb 7, 2018 |
| FC Golf GP II LLC entity | Executive Officer | 1 | Mar 27, 2015 → Mar 25, 2016 |
| Carole McCluskey | Executive Officer | 1 | Mar 18, 2016 → Mar 18, 2016 |
| Ronan Guilfoyle | Director | 1 | Feb 6, 2015 → Feb 5, 2016 |
| Kelly Allison | Executive Officer | 1 | Mar 10, 2015 → Mar 10, 2015 |
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