Sponsor Check › Sponsor group
77 issuers linked to one sponsor · Boston, MA
Grouped because: 35 shared people, same business address (74 issuers), similar issuer names (59) (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: May 28, 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.
None found so far in sources searched for 77 of 77 issuers in this group.
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: 77 of 77 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.
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 77 of 77 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: 77 of 77 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 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.
0 of 79 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | May 28, 2026 D/A File 021-129663 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-48601 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-339877 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-352951 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-382557 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-382556 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-461382 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-542315 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-549481 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-560852 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D File 021-585490 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-175926 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-175927 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-175928 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-217954 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-410284 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-431613 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-439242 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-475194 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 11, 2025 D File 021-557344 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2024 D/A File 021-61504 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2024 D/A File 021-53108 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2024 D/A File 021-218863 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2024 D/A File 021-218864 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2024 D/A File 021-245335 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2024 D/A File 021-360040 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2023 D/A File 021-129664 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2023 D/A File 021-90075 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2023 D/A File 021-151865 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2023 D/A File 021-76279 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 11, 2023 D File 021-478463 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 7, 2023 D File 021-475096 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 22, 2022 D/A File 021-304941 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 31, 2022 D/A File 021-175925 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 29, 2021 D/A File 021-129293 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 29, 2021 D/A File 021-360041 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2020 D/A File 021-56376 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2020 D/A File 021-53132 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2020 D/A File 021-228628 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2020 D/A File 021-232204 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2020 D/A File 021-232206 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 27, 2020 D File 021-367738 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2019 D/A File 021-56375 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2018 D/A File 021-69291 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2018 D/A File 021-303566 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 11, 2017 D/A File 021-279009 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2017 D/A File 021-48604 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2017 D/A File 021-88074 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2017 D/A File 021-151867 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2017 D/A File 021-175929 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2016 D/A File 021-129291 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 20, 2016 D/A File 021-129419 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 20, 2016 D/A File 021-218865 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 31, 2016 D/A File 021-129281 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 7, 2015 D/A File 021-132281 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 7, 2015 D/A File 021-232200 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 26, 2015 D/A File 021-129284 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 26, 2015 D/A File 021-161751 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 26, 2015 D/A File 021-174909 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-136871 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-129289 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-129292 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-59045 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-129665 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-89014 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-89104 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-144480 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2014 D/A File 021-139671 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2014 D/A File 021-129294 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 1, 2013 D/A File 021-132282 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 1, 2013 D/A File 021-120429 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 15, 2013 D/A File 021-182082 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2011 D/A File 021-129282 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2011 D/A File 021-139669 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 11, 2011 D/A File 021-52415 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2010 D/A File 021-129290 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2010 D/A File 021-82252 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2010 D/A File 021-82260 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 30, 2009 D File 021-132346 | $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 77 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 Gmo 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 by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 12:57 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.
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 ↗ | GMO GLOBAL ACTIVE EQUITY FUND, L.P. | shared people | BOSTON, MA | Pooled Investment Fund | 5 | $344,632,782 | 67 | No minimum reported | 2009–2013 |
| EDGAR ↗ | GMO ALPHA LIBOR (OFFSHORE), L.P. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 7 | $7,526,279,858 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2009–2015 |
| EDGAR ↗ | STATE STREET NAVIGATOR SECURITIES LENDING TRUST | shared people | Boston, MA | Pooled Investment Fund | 1 | $0 | 220 | No minimum reported | 2009–2009 |
| EDGAR ↗ | GMO Real Return Asset Allocation Fund, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 6 | $2,932,051,784 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2014 |
| EDGAR ↗ | GMO TRUST ON BEHALF OF ITS SERIES GMO SPECIAL SITUATIONS FUND | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $738,973,963 offering Indefinite · similar: $155,000–$5,250,000 | 22 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2014 |
| EDGAR ↗ | GMO Trust on behalf of its series GMO Systematic Global Macro Opportunity Fund | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 6 | $267,965,001 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2015 |
| EDGAR ↗ | GMO TRUST ON BEHALF OF ITS SERIES GMO SPECIAL PURPOSE HOLDING FUND | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 2 | $304,739 | 15 | No minimum reported | 2010–2011 |
| EDGAR ↗ | GMO TRUST ON BEHALF OF ITS SERIES GMO WORLD OPPORTUNITY OVERLAY FUND | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 7 | $928,614,705 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | GMO Trust on behalf of its series GMO High Quality Short-Duration Bond Fund | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 2 | $0 | 0 | No minimum reported | 2010–2011 |
| EDGAR ↗ | GMO Trust on behalf of its series GMO Debt Opportunities Fund | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 6 | $176,456,086 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2014 |
| EDGAR ↗ | GMO EMERGING COUNTRY DEBT, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 9 | $1,258,551,016 offering Indefinite · similar: $155,000–$5,250,000 | 70 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2018 |
| EDGAR ↗ | GMO TAX-MANAGED ABSOLUTE RETURN FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 2 | $14,562,189 | 13 | No minimum reported | 2010–2011 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 15 | $5,423,424,876 offering Indefinite · similar: $155,000–$5,250,000 | 278 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2024 |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 12 | $724,387,912 offering Indefinite · similar: $155,000–$5,250,000 | 79 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2020 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 10 | $4,154,029,867 offering Indefinite · similar: $155,000–$5,250,000 | 112 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2019 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 11 | $2,284,347,010 offering Indefinite · similar: $155,000–$5,250,000 | 69 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2020 |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND MASTER PORTFOLIO (OFFSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $130,521,191 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2014 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 16 | $5,839,807,101 offering Indefinite · similar: $155,000–$5,250,000 | 98 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2024 |
| EDGAR ↗ | GMO Short Term Market Opportunities Fund (Offshore), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 2 | $2,519,980 | 6 | No minimum reported | 2010–2010 |
| EDGAR ↗ | GMO Short-Term Market Opportunities Fund (Onshore), L.P., a Series of GMO Master Portfolios (Onshore), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 1 | $6,505,000 | 14 | No minimum reported | 2010–2010 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), LLC | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 8 | $4,622,135,882 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2017 |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (ONSHORE), L.P., A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $244,229,909 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2014 |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (OFFSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $57,736,542 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2014 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 15 | $179,693,785 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2023 |
| EDGAR ↗ | JAPAN OPPORTUNITIES FUND, L.P. | shared people, same business address | Boston, MA | Pooled Investment Fund | 4 | $517,322,864 | 5 | No minimum reported | 2010–2013 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Offshore), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 7 | $1,302,822,339 offering Indefinite · similar: $155,000–$5,250,000 | 23 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 13 | $3,741,472,311 offering Indefinite · similar: $155,000–$5,250,000 | 55 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2021 |
| EDGAR ↗ | GMO TOTAL EQUITIES (OFFSHORE), A SEPARATE PORTFOLIO OF GMO OFFSHORE FUNDS I LTD. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 5 | $3,687,983 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2014 |
| EDGAR ↗ | GMO PAN-EUROPEAN LONG/SHORT EQUITY FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS II, L.P. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 1 | $16,135,000 | 1 | No minimum reported | 2010–2010 |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS II, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $626,221,890 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2014 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 15 | $1,964,020,818 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2023 |
| EDGAR ↗ | GMO EMERGING COUNTRY DEBT PORTFOLIO (OFFSHORE), LTD. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 9 | $1,014,699,582 offering Indefinite · similar: $155,000–$5,250,000 | 94 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2017 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE II-EUROS), A SEGREGATED ACCOUNT & SEPARATE FUND OF GMO OFFSHORE FUNDS II, LTD. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 6 | $735,763,208 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2014 |
| EDGAR ↗ | GMO SYSTEMATIC GLOBAL MACRO FUND (OFFSHORE), A PORTFOLIO OF GMO OFFSHORE FUNDS I, LTD. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 18 | $2,647,122,706 offering Indefinite · similar: $155,000–$5,250,000 | 97 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2026 |
| EDGAR ↗ | GMO EVENT-DRIVEN FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 8 | $2,135,718,398 offering Indefinite · similar: $155,000–$5,250,000 | 73 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | GMO REAL RETURN ASSET ALLOCATION FUND (OFFSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $107,672,763 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2014 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND (OFFSHORE), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 8 | $55,270,074 offering Indefinite · similar: $155,000–$5,250,000 | 30 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2017 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 14 | $957,321,056 offering Indefinite · similar: $155,000–$5,250,000 | 31 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2023 |
| EDGAR ↗ | GMO TRUST ON BEHALF OF ITS SERIES GMO BENCHMARK-FREE FUND | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $4,481,010,786 offering Indefinite · similar: $155,000–$5,250,000 | 98 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2011–2015 |
| EDGAR ↗ | GMO TRUST ON BEHALF OF ITS SERIES GMO IMPLEMENTATION FUND | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 4 | $5,586,429,665 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2015 |
| EDGAR ↗ | GMO SYSTEMATIC GLOBAL MACRO MASTER PORTFOLIO, A PORTFOLIO OF GMO OFFSHORE MASTER PORTFOLIOS IV LTD. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 16 | $2,456,031,786 offering Indefinite · similar: $155,000–$5,250,000 | 34 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2026 |
| EDGAR ↗ | GMO World Equity Allocation Investment Fund Plc | shared people, similar issuer names | LONDON, United Kingdom (as filed: X0) | Pooled Investment Fund | 6 | $32,176,505 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2017 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 14 | $1,003,817,509 offering Indefinite · similar: $155,000–$5,250,000 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2025 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 14 | $1,184,504,592 offering Indefinite · similar: $500,000–$16,420,250 | 35 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2012–2025 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 14 | $89,969,485 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2012–2025 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 11 | $288,822,783 offering Indefinite · similar: $500,000–$16,420,250 | 7 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2012–2022 |
| EDGAR ↗ | GMO TRUST ON BEHALF OF ITS SERIES GMO U.S. FLEXIBLE EQUITIES FUND | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 2 | $6,630,953,169 | 32 | No minimum reported | 2012–2013 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 12 | $36,300,000 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2025 |
| EDGAR ↗ | GMO Alternative Asset SPC Ltd | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 10 | $1,161,583,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2023 |
| EDGAR ↗ | GMO COMPLETION FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 3 | $2,286,794,850 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2016 |
| EDGAR ↗ | GMO EVENT-DRIVEN MASTER PORTFOLIO, A PORTFOLIO OF GMO OFFSHORE MASTER PORTFOLIOS II LTD. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | BOSTON, MA | Pooled Investment Fund | 12 | $758,669,497 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2024 |
| EDGAR ↗ | GMO COMPLETION FUND MASTER PORTFOLIO, A PORTFOLIO OF GMO OFFSHORE MASTER PORTFOLIOS V LTD. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | BOSTON, MA | Pooled Investment Fund | 11 | $1,177,866,291 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2024 |
| EDGAR ↗ | GMO Special Opportunities SPC Ltd. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | BOSTON, MA | Pooled Investment Fund | 7 | $10,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2020 |
| EDGAR ↗ | GMO Mean Reversion Special Solution Fund, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 2 | $628,349,105 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Onshore), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 7 | $275,510,006 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2020 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Offshore), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 7 | $98,882,292 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2020 |
| EDGAR ↗ | GMO Implementation SPC Ltd. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | BOSTON, MA | Pooled Investment Fund | 10 | $156,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2024 |
| EDGAR ↗ | GMO-Usonian Japan Value Creation U.S. Dollar Hedged Fund, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 10 | $20,517,242 offering Indefinite · similar: $155,000–$5,250,000 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2022 |
| EDGAR ↗ | GMO Emerging Equity Market Neutral Fund Ltd. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 2 | $102,520,001 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | GMO Alternative Allocation SPC Ltd. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 9 | $50,750,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2026 |
| EDGAR ↗ | GMO Quality Spectrum Fund, L.P. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 8 | $331,048,152 offering Indefinite · similar: $155,000–$5,250,000 | 31 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2026 |
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 9 | $1,028,456,980 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2026 |
| EDGAR ↗ | GMO Resources Long/Short Fund (Offshore), L.P. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 3 | $13,976,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | GMO Trust on behalf of its series GMO Cyclical Focus Fund | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 1 | $108,660,960 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | GMO Equity Dislocation Fund (Offshore), L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 7 | $1,063,514,379 offering Indefinite · similar: $155,000–$5,250,000 | 60 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2026 |
| EDGAR ↗ | GMO Equity Dislocation Fund, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 7 | $2,711,885,753 offering Indefinite · similar: $155,000–$5,250,000 | 172 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2026 |
| EDGAR ↗ | GMO Emerging Country Debt UCITS Fund, a sub-fund of GMO Investments ICAV | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $87,501,236 offering Indefinite · similar: $500,000–$16,420,250 | 4 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2021–2025 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Global Real Return (UCITS) Fund | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $15,000,000 offering Indefinite · similar: $500,000–$16,420,250 | 1 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2022–2025 |
| EDGAR ↗ | GMO Equity Dislocation Investment Fund, a sub-fund of GMO Investments ICAV | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 5 | $179,600,966 offering Indefinite · similar: $500,000–$16,420,250 | 3 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2022–2025 |
| EDGAR ↗ | FICG-GM-I Fund, L.P. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 5 | $786,950,783 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | GMO Trust on behalf of its series GMO U.S. Opportunistic Value Fund | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 1 | $299,194,854 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | GMO Climate Change Select Transition Investment Fund, a sub-fund of GMO Investments ICAV | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 4 | $7,300,000 offering Indefinite · similar: $500,000–$16,420,250 | 1 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2023–2025 |
| EDGAR ↗ | Usonian Dedicated Investments, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 1 | $50,000,000 offering $50,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | GMO Capital Investment Solutions Fund, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 3 | $350,311,486 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | GMO World Market Neutral Fund, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 2 | $85,040,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | Manatee Cove Partners EMD Fund, L.P. | shared people, same business address | BOSTON, MA | Pooled Investment Fund | 1 | $500,000,000 offering $500,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | GMO-Usonian Special Situations Fund II, L.P. | shared people, same business address, similar issuer names | BOSTON, MA | Pooled Investment Fund | 1 | $45,575,717 offering $45,575,717 · similar: $155,000–$5,250,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Pooled Investment Fund / 506(c) (8,096 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.
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 May 28, 2026. Industry history, as reported on each offering's latest filing: All 79 offerings reported: Pooled Investment Fund (2009–2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| SHEPPARD N. BURNETT | Executive Officer, Director | 54 | Mar 16, 2010 → Jan 11, 2021 |
| DAVID BOHAN | Director, Executive Officer | 53 | Dec 14, 2009 → May 28, 2026 |
| GREGORY L. POTTLE | Executive Officer, Director | 48 | Jun 26, 2009 → Jan 11, 2021 |
| BRADLEY J. HILSABECK | Executive Officer, Director | 28 | Apr 5, 2012 → Aug 10, 2016 |
| MARC O. MAYER | Executive Officer, Director | 28 | Dec 14, 2009 → Mar 14, 2011 |
| SHEP BURNETT | Executive Officer | 27 | Jun 26, 2009 → Mar 14, 2011 |
| ELEANOR C. EVANS | Executive Officer, Director | 26 | Jun 25, 2020 → May 28, 2026 |
| ANNE TRINQUE | Executive Officer | 26 | Apr 5, 2012 → Jan 14, 2015 |
| JOHN L. NASRAH | Executive Officer, Director | 25 | Jun 29, 2021 → May 28, 2026 |
| KEVIN O'BRIEN | Executive Officer | 25 | Jun 21, 2017 → May 28, 2026 |
| MEGAN BUNTING | Executive Officer | 25 | Jun 21, 2017 → Oct 15, 2025 |
| DOUGLAS KEITH | Executive Officer | 18 | Jun 29, 2021 → May 28, 2026 |
| HYLTON SOCHER | Executive Officer | 18 | Jun 29, 2021 → May 28, 2026 |
| DOUG KEITH | Executive Officer | 17 | Sep 20, 2018 → Jan 11, 2021 |
| TARA PARI | Executive Officer | 16 | Jun 23, 2022 → May 28, 2026 |
| URBAN MUELLER | Executive Officer, Director | 15 | Jan 14, 2015 → Jun 25, 2018 |
| J.B. KITTREDGE | Executive Officer | 14 | Jun 21, 2017 → Jan 18, 2018 |
| PETER TUFANO | Director, Executive Officer | 12 | Jun 30, 2009 → Mar 7, 2023 |
| PAUL BRAVERMAN | Executive Officer, Director | 11 | Mar 16, 2010 → Mar 7, 2023 |
| DONALD W. GLAZER | Director | 11 | Mar 16, 2010 → Mar 7, 2023 |
| JOSEPH B. KITTREDGE | Executive Officer, Director | 11 | Mar 16, 2010 → Mar 31, 2016 |
| Dawn Griffiths | Director | 10 | Aug 7, 2015 → May 28, 2026 |
| ARRON DAY | Director | 10 | Mar 30, 2012 → Dec 11, 2025 |
| JOHN FITZPATRICK | Director | 10 | Mar 30, 2012 → Dec 11, 2025 |
| EIMEAR COWHEY | Director | 10 | Mar 30, 2012 → Dec 11, 2025 |
| ALEX BARK | Executive Officer | 9 | Mar 27, 2025 → May 28, 2026 |
| ALEX J. ERSKINE | Director | 8 | Mar 19, 2010 → Jun 10, 2014 |
| THOMAS F. COOPER | Director | 7 | Mar 19, 2010 → Aug 7, 2015 |
| JAY LYONS | Director | 6 | Mar 28, 2013 → Apr 3, 2017 |
| GAVIN FLAXMAN | Director | 5 | Mar 30, 2012 → Mar 30, 2012 |
| W. NICHOLAS THORNDIKE | Executive Officer | 5 | Mar 16, 2010 → Mar 14, 2011 |
| NEIL HENDERSON | Director | 4 | Jan 18, 2018 → May 28, 2026 |
| JEAN-PIERRE MITTAZ | Executive Officer, Director | 2 | Mar 11, 2011 → Aug 7, 2015 |
| R. JEREMY GRANTHAM | Executive Officer | 2 | Jun 26, 2009 → Jun 26, 2009 |
| BRENT ARVIDSON | Executive Officer | 2 | Jun 26, 2009 → Jun 26, 2009 |
| KEVIN M. O'BRIEN | Executive Officer | 1 | May 28, 2026 → May 28, 2026 |
| Dina Santoro | Executive Officer, Director | 1 | Mar 7, 2023 → Mar 7, 2023 |
| JONATHAN FEIGELSON | Executive Officer, Director | 1 | May 27, 2020 → May 27, 2020 |
| Steven Drew Edwards | Director | 1 | Sep 11, 2017 → Feb 6, 2020 |
| Usonian Investments LLC entity | Director | 1 | Feb 6, 2018 → Feb 6, 2020 |
| Christopher Crawshaw | Executive Officer, Director | 1 | Jan 23, 2017 → Jan 23, 2017 |
| Thomas Smith | Director | 1 | Jan 23, 2017 → Jan 23, 2017 |
| Susan Steiner | Executive Officer | 1 | Jan 23, 2017 → Jan 23, 2017 |
| Laura Moret | Executive Officer | 1 | Jan 23, 2017 → Jan 23, 2017 |
| TINA VANDERSTEEL | Director | 1 | Jan 14, 2015 → Aug 7, 2015 |
| M. TONESAN AMISSAH | Director | 1 | Nov 19, 2014 → Nov 19, 2014 |
| ARJUN DIVECHA | Director | 1 | Mar 19, 2010 → May 22, 2014 |
| JOHN ROSENBLUM | Director | 1 | Mar 19, 2010 → May 22, 2014 |
| MYRA R. DRUCKER | Director | 1 | Mar 11, 2011 → May 22, 2014 |
| ROBERT JEREMY GRANTHAM | Director | 1 | Mar 11, 2011 → May 22, 2014 |
| BENJAMIN INKER | Director | 1 | Apr 5, 2012 → May 22, 2014 |
| STEPHEN PAUL CASPER | Director | 1 | May 22, 2014 → May 22, 2014 |
| MARGARET ANN MCGETRICK | Director | 1 | Apr 5, 2012 → May 22, 2014 |
| FORREST BERKLEY | Director | 1 | Mar 11, 2011 → May 1, 2013 |
| CHRISTOPHER DARNELL | Director | 1 | Mar 19, 2010 → Apr 5, 2012 |
| EYK VAN OTTERLOO | Director | 1 | Mar 19, 2010 → Apr 5, 2012 |
| THOMAS F. HANCOCK | Director | 1 | Mar 16, 2012 → Apr 5, 2012 |
| Thomas Hancock | Director | 1 | Mar 19, 2010 → Mar 11, 2011 |
| ALEX ERKSINE | Director | 1 | Mar 19, 2010 → Mar 11, 2011 |
| BEVIS LONGSTRETH | Director | 1 | Mar 19, 2010 → Mar 11, 2011 |
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Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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