PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:50 AM ET

Sponsor Check › Sponsor group

H

Hcp

One sponsor team, 14 deal companies · San Francisco, CA

Grouped because: 13 shared people, 7 shared management entities, same business address (11 issuers), similar issuer names (14) (automatic match from the filings) · not the same sponsor?

14deal companies
$1.95Breported sold
1,020investors
99Form D filings
2009–2026active
2new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 22, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: Oct 23, 2026, 11:04 PM ET

The short version

Hcp is a sponsor group of 14 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, same business address; automatic match from the filings), filing 99 Form D filings between Dec 2009 and Oct 2026.

What this means One team, 14 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.95B to 1,020 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (14). Issuers are based in CA (9), NJ (5).

What this means $1.95B raised across the group, about $1.92M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Matthew Fleissig (14 issuers, executive officer and director), Pathstone Family Office, LLC (14 issuers, executive officer, director, and promoter, entity), Kelly Maregni (12 issuers, executive officer and director), Eric E. ALT (7 issuers, executive officer and director), Hall Capital Partners, LLC (7 issuers, director, entity) and 24 more.

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

Activity: 2 new offerings in the last 12 months; latest filing Oct 22, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: PATHSTONE.

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

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

We compared the newest 50 of 99 public filings for Hcp and found 14 differences, 4 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

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

What the community is saying

Community search for Hcp has not run yet — it is joining a line of 28,103 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

None found so far — 14 of 14 issuers searched (federal courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched.. Searched so far: 14 of 14 issuers in this group; 0 still to be searched (1 in line). Results are added automatically.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 11:04 PM ET for 2 of 14 issuers.

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

Searched so far: 2 of 14 issuers in this group; 12 still to be searched (13 in line). Results are added automatically.

3. Bankruptcies

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

OP Contract, Inc. v. Offit Hall Capital Management closed
United States Bankruptcy Court, N.D. California · No. 03-03118 · Filed Jan 7, 2003 · Closed Jun 24, 2004
Role of OP Contract, Inc. v. Offit Hall Capital Management: Party · Outcome: Case closed 2004-06-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET. Searched so far: 14 of 14 issuers in this group; 0 still to be searched (1 in line). 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 covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · Website on file (pathstone.com, from a web search (Bing) for the issuer name, confirmed on the homepage, filed by member CIK 2062344) — not yet read for public statements.

14 differences found between the filings for Hcp — 4 worth asking about (compared the newest 50 of 99 filings on Oct 24, 2026; older filings not covered)

Note · Jan 7, 2003 – Jun 24, 2004

Bankruptcy case: OP Contract, Inc. v. Offit Hall Capital Management — filed Jan 7, 2003

United States Bankruptcy Court, N.D. California docket "OP Contract, Inc. v. Offit Hall Capital Management" filed Jan 7, 2003, closed Jun 24, 2004. HCP SPECIAL OPPORTUNITIES FUND, L.P. (member issuer) is listed as Party ("OP Contract, Inc. v. Offit Hall Capital Management"). Our match estimate: 60%.

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

Docket · United States Bankruptcy Court, N.D. California ↗HCP SPECIAL OPPORTUNITIES FUND, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 17, 2017 – May 18, 2020

Amount sold went down between filings — HCP GLOBAL INVESTMENT FUND-A, L.P.

The Jul 17, 2017 filing says $132,276,470 sold; the May 18, 2020 Form D/A says $105,791,000 sold — $26,485,470 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jul 17, 2017 ↗Form D/A (later) · May 18, 2020 ↗HCP GLOBAL INVESTMENT FUND-A, L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 26, 2025 – Mar 26, 2026

Investor count went down between filings — HCP GLOBAL INVESTMENT FUND, L.P.

The Mar 26, 2025 filing reports 58 investors; the Mar 26, 2026 Form D/A reports 57 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 26, 2025 ↗Form D/A (later) · Mar 26, 2026 ↗HCP GLOBAL INVESTMENT FUND, L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 20, 2025 – Oct 22, 2026

133 other issuers file from the same address — 9 member issuers (HCP SPECIAL OPPORTUNITIES FUND, L.P.; HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.; HCP GLOBAL INVESTMENT FUND, L.P.; …)

The address on file, One Maritime Plaza, Suite 650, San Francisco, CA, is used by 142 issuers in our index across 19 sponsor groups; 133 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

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

HCP SPECIAL OPPORTUNITIES FUND, L.P. — PartnerFacts page ↗HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P. — PartnerFacts page ↗HCP GLOBAL INVESTMENT FUND, L.P. — PartnerFacts page ↗EDGAR filer page · HCP SPECIAL OPPORTUNITIES FUND, L.P. ↗
Sources
Note · Jan 1, 2007 – Aug 26, 2025

6 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Pathstone AI Coinvest 2025, LP (latest filing Aug 26, 2025) · No amendment in the last 12 months on an offering that may still be open — HCP PRIVATE EQUITY FUND XII-A, L.P. (latest filing Mar 26, 2025) · No amendment in the last 12 months on an offering that may still be open — HCP PRIVATE EQUITY FUND XII, L.P. (latest filing Mar 26, 2025) · No amendment in the last 12 months on an offering that may still be open — HCP China Capital Appreciation Fund, L.P. (latest filing Mar 26, 2025) · No amendment in the last 12 months on an offering that may still be open — Saltbox CRA Fund, L.P. (latest filing Jan 13, 2025) · and 1 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Aug 26, 2025 ↗Pathstone AI Coinvest 2025, LP — PartnerFacts page ↗Form D/A · Mar 26, 2025 ↗HCP PRIVATE EQUITY FUND XII-A, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 17, 2017 – Mar 26, 2025

33 people are no longer listed on a later amendment

Hall Capital Partners, LLC is no longer listed on the Mar 26, 2025 amendment — HCP GLOBAL INVESTMENT FUND-A, L.P. · Hall Capital Partners, LLC is no longer listed on the Mar 26, 2025 amendment — HCP GLOBAL INVESTMENT FUND, L.P. · Hall Capital Partners, LLC is no longer listed on the Mar 26, 2025 amendment — HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P. · Hall Capital Partners, LLC is no longer listed on the Mar 26, 2025 amendment — HCP SPECIAL OPPORTUNITIES FUND, L.P. · Hall Capital Partners, LLC is no longer listed on the Mar 26, 2025 amendment — HCP PRIVATE EQUITY FUND XII-A, L.P. · and 28 more

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

Form D/A · Sep 13, 2024 ↗Form D/A · Mar 26, 2025 ↗Hall Capital Partners, LLC — PartnerFacts page ↗HCP GLOBAL INVESTMENT FUND-A, L.P. — PartnerFacts page ↗
Sources
Note · Nov 13, 2013 – May 18, 2020

9 role changes for the same people across filings

Kathryn A. Hall's role changed at HCP GLOBAL INVESTMENT FUND-A, L.P.: director → executive officer, director · Kathryn A. Hall's role changed at HCP GLOBAL INVESTMENT FUND, L.P.: director → executive officer, director · Kathryn A. Hall's role changed at HCP China Capital Appreciation Fund, L.P.: director → executive officer, director · Kathryn A. Hall's role changed at HCP China Capital Appreciation Fund, L.P.: executive officer, director → director · HCP GIF, LLC's role changed at HCP GLOBAL INVESTMENT FUND-A, L.P.: promoter → director · and 4 more

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

Form D/A · Jul 17, 2017 ↗Form D/A · May 18, 2020 ↗Kathryn A. Hall — PartnerFacts page ↗HCP GLOBAL INVESTMENT FUND-A, L.P. — PartnerFacts page ↗
Sources
Note · Dec 11, 2015 – Mar 26, 2025

9 address changes between filings

Address moved from San Francisco, CA to Englewood, NJ — HCP GLOBAL INVESTMENT FUND-A, L.P. · Address moved from San Francisco, CA to Englewood, NJ — HCP GLOBAL INVESTMENT FUND, L.P. · Address moved from San Francisco, CA to Englewood, NJ — HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P. · Address moved from San Francisco, CA to Englewood, NJ — HCP SPECIAL OPPORTUNITIES FUND, L.P. · Address moved from San Francisco, CA to Englewood, NJ — HCP PRIVATE EQUITY FUND XII-A, L.P. · and 4 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Sep 13, 2024 ↗Form D/A · Mar 26, 2025 ↗HCP GLOBAL INVESTMENT FUND-A, L.P. — PartnerFacts page ↗Form D/A · Sep 13, 2024 ↗
Sources
Note · Aug 26, 2025

Address on file is a registered agent / shared office — Pathstone AI Coinvest 2025, LP

The latest filing lists C/O Pfo/Ca Fund Gp, Llc, 10 Sterling Blvd, Suite 402, Englewood, NJ. That address is used by 6 issuers in our index (6 issuers in 4 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D · Aug 26, 2025 ↗Pathstone AI Coinvest 2025, LP — PartnerFacts page ↗
Sources
Note · Jan 13, 2025

Address on file is a registered agent / shared office — Saltbox CRA Fund, L.P.

The latest filing lists 10 Sterling Boulevard, Suite 402, Englewood, NJ. That address is used by 6 issuers in our index (6 issuers in 4 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D/A · Jan 13, 2025 ↗Saltbox CRA Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jun 10, 2021

Address on file is a registered agent / shared office — SALTBOX PARTNERS FUND LP

The latest filing lists 10 Sterling Blvd, Ste 402, Englewood, NJ. That address is used by 6 issuers in our index (6 issuers in 4 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D/A · Jun 10, 2021 ↗SALTBOX PARTNERS FUND LP — PartnerFacts page ↗
Sources
Note · Jun 10, 2021 – Oct 22, 2026

Member companies were formed in 2 different states

Delaware (12), Cayman Islands (2) — out of 14 member issuers. The odd ones out: HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P. (Cayman Islands); HCP China Capital Appreciation Fund, L.P. (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Hcp — sponsor group page ↗HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P. — PartnerFacts page ↗HCP China Capital Appreciation Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jun 10, 2021 – Oct 22, 2026

Member companies list addresses in 2 different states

CA (9), NJ (5). 3 members use a registered-agent or shared-office address: SALTBOX PARTNERS FUND LP (10 Sterling Blvd, Ste 402, Englewood, NJ); Saltbox CRA Fund, L.P. (10 Sterling Boulevard, Suite 402, Englewood, NJ); Pathstone AI Coinvest 2025, LP (C/O Pfo/Ca Fund Gp, Llc, 10 Sterling Blvd, Suite 402, Englewood, NJ).

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

Hcp — sponsor group page ↗SALTBOX PARTNERS FUND LP — PartnerFacts page ↗Saltbox CRA Fund, L.P. — PartnerFacts page ↗Pathstone AI Coinvest 2025, LP — PartnerFacts page ↗
Sources
Note · Jul 15, 2010 – Mar 26, 2026

4 issuers used a different name before

Issuer used a different name before — HCP GLOBAL INVESTMENT FUND-A, L.P. · Issuer used a different name before — HCP GLOBAL INVESTMENT FUND, L.P. · Issuer used a different name before — HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P. · Issuer used a different name before — HCP SPECIAL OPPORTUNITIES FUND, L.P.

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

EDGAR filer page ↗HCP GLOBAL INVESTMENT FUND-A, L.P. — PartnerFacts page ↗EDGAR filer page ↗HCP GLOBAL INVESTMENT FUND, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 99 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 14 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 22, 2026 D/A
PATHSTONE EARLY STAGE VENTURE FUND, L.P. - SERIES 5
File 021-552704
$0$0$0 (est.)
THE ISSUER'S GENERAL PARTNER OR AN AFFILIATE OF THE ISSUER'S GENERAL PARTNER MAY BE ENTITLED TO RECEIVE A MANAGEMENT FEE IN ACCORDANCE WITH THE ISSUER'S GOVERNING DOCUMENTATION, AS AMENDED FROM TIME TO TIME.
None listed on this filingEDGAR ↗
Jul 21, 2026 D
PATHSTONE BUYOUT & GROWTH 2026 FUND, L.P.
File 021-591645
$0$0$0None listed on this filingEDGAR ↗
Jun 24, 2026 D
PATHSTONE PRIVATE EQUITY 2026 (MASTER) FUND, L.P.
File 021-588493
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D/A
HCP GLOBAL INVESTMENT FUND, L.P.
File 021-127828
$0$0$0 (est.)
The Issuer's General Partner, or an affiliate of the Issuer's General Partner, may be entitled to receive a management fee in accordance with the Issuer's governing documentation, as amended from time to time.
None listed on this filingEDGAR ↗
Mar 26, 2026 D/A
HCP GLOBAL INVESTMENT FUND-A, L.P.
File 021-127816
$0$0$0 (est.)
The Issuer's General Partner, or an affiliate of the Issuer's General Partner, may be entitled to receive a management fee in accordance with the Issuer's governing documentation, as amended from time to time.
None listed on this filingEDGAR ↗
Mar 26, 2026 D/A
HCP SPECIAL OPPORTUNITIES FUND, L.P.
File 021-99359
$0$0$0 (est.)
The Issuer's General Partner, or an affiliate of the Issuer's General Partner, may be entitled to a management fee in accordance with the Issuer's governing documentation, as amended from time to time.
None listed on this filingEDGAR ↗
Mar 26, 2026 D/A
HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.
File 021-99358
$0$0$0 (est.)
THE GENERAL PARTNER OF THE ISSUER, OR AN AFFILIATE THEREOF, MAY BE ENTITLED TO RECEIVE A MANAGEMENT FEE IN ACCORDANCE WITH THE ISSUER'S GOVERNING DOCUMENTATION, AS AMENDED FROM TIME TO TIME.
None listed on this filingEDGAR ↗
Aug 26, 2025 D
Pathstone AI Coinvest 2025, LP
File 021-555870
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2025 D/A
HCP China Capital Appreciation Fund, L.P.
File 021-206207
$0$0$0 (est.)
The Issuer's General Partner, or an affiliate of the Issuer's General Partner, may be entitled to receive a management fee in accordance with the Issuer's governing documentation, as amended from time to time.
None listed on this filingEDGAR ↗
Mar 26, 2025 D/A
HCP PRIVATE EQUITY FUND XII, L.P.
File 021-511085
$0$0$0 (est.)
THE ISSUER'S GENERAL PARTNER, OR AN AFFILIATE OF THE ISSUER'S GENERAL PARTNER, MAY BE ENTITLED TO RECEIVE A MANAGEMENT FEE IN ACCORDANCE WITH THE ISSUER'S GOVERNING DOCUMENTATION, AS AMENDED FROM TIME TO TIME.
None listed on this filingEDGAR ↗
Mar 26, 2025 D/A
HCP PRIVATE EQUITY FUND XII-A, L.P.
File 021-512566
$0$0$0 (est.)
THE ISSUER'S GENERAL PARTNER, OR AN AFFILIATE OF THE ISSUER'S GENERAL PARTNER, MAY BE ENTITLED TO RECEIVE A MANAGEMENT FEE IN ACCORDANCE WITH THE ISSUER'S GOVERNING DOCUMENTATION, AS AMENDED FROM TIME TO TIME.
None listed on this filingEDGAR ↗
Mar 20, 2025 D
HCP FULL CONSEQUENCE INVESTING FUND IV, L.P.
File 021-541593
$0$0$0 (est.)
THE ISSUER'S GENERAL PARTNER, OR AN AFFILIATE OF THE ISSUER'S GENERAL PARTNER, MAY BE ENTITLED TO RECEIVE A MANAGEMENT FEE IN ACCORDANCE WITH THE ISSUER'S GOVERNING DOCUMENTATION, AS AMENDED FROM TIME TO TIME.
None listed on this filingEDGAR ↗
Jan 13, 2025 D/A
Saltbox CRA Fund, L.P.
File 021-300776
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 10, 2021 D/A
SALTBOX PARTNERS FUND LP
File 021-97646
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗

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

Counted across all 14 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 7:49 AM ET

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

Not found in sources searched as of Oct 24, 2026, 7:49 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 23, 2026, 11:32 PM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 11:32 PM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 11:32 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; Harris County TX (HCAD ownership rolls 2008–2026) — 926,837 records, loaded Oct 24, 2026, 7:49 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2008–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:49 AM ET; 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; 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 also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗SP SALTBOX PARTNERS FUND LPshared people, shared management entity, similar issuer namesENGLEWOOD, NJPooled Investment Fund13$83,530,848
offering Indefinite · similar: $155,000–$5,250,000
57
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2009–2021
EDGAR ↗HG HCP GLOBAL INVESTMENT FUND, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund16$363,999,267
offering Indefinite · similar: $155,000–$5,250,000
58
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2026
EDGAR ↗HG HCP GLOBAL INVESTMENT FUND-A, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund16$146,113,768
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2026
EDGAR ↗HC HCP China Capital Appreciation Fund, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund13$539,547,500
offering Indefinite · similar: $155,000–$5,250,000
172
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2025
EDGAR ↗HS HCP SPECIAL OPPORTUNITIES FUND, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund14$168,231,300
offering Indefinite · similar: $155,000–$5,250,000
95
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2026
EDGAR ↗HS HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund11$13,950,233
offering Indefinite · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2026
EDGAR ↗SC Saltbox CRA Fund, L.P.shared people, shared management entity, similar issuer namesENGLEWOOD, NJPooled Investment Fund6$113,230,589
offering Indefinite · similar: $155,000–$5,250,000
62
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2017–2025
EDGAR ↗HP HCP PRIVATE EQUITY FUND XII, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$165,800,000
offering Indefinite · similar: $155,000–$5,250,000
67
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗HP HCP PRIVATE EQUITY FUND XII-A, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$25,000,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗HF HCP FULL CONSEQUENCE INVESTING FUND IV, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗Logo PATHSTONE EARLY STAGE VENTURE FUND, L.P. - SERIES 5shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$41,050,000
offering Indefinite · similar: $155,000–$5,250,000
16
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2026
EDGAR ↗PA Pathstone AI Coinvest 2025, LPshared people, shared management entity, similar issuer namesENGLEWOOD, NJPooled Investment Fund1$141,850,000
offering Indefinite · similar: $155,000–$5,250,000
313
similar: 4–27
$100,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗PP PATHSTONE PRIVATE EQUITY 2026 (MASTER) FUND, L.P.shared people, shared management entity, same business address, similar issuer namesENGLEWOOD, NJPooled Investment Fund1$84,600,000
offering Indefinite · similar: $155,000–$5,250,000
56
similar: 4–27
$250,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗PB PATHSTONE BUYOUT & GROWTH 2026 FUND, L.P.shared people, shared management entity, same business address, similar issuer namesENGLEWOOD, NJPooled Investment Fund1$151,475,000
offering Indefinite · similar: $155,000–$5,250,000
98
similar: 4–27
$250,000
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); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 22, 2026PATHSTONE EARLY STAGE VENTURE FUND, L.P. - SERIES 5D/APooled Investment FundIndefinite$41,050,000
EDGAR ↗Jul 21, 2026PATHSTONE BUYOUT & GROWTH 2026 FUND, L.P.DPooled Investment FundIndefinite$151,475,000
EDGAR ↗Jun 24, 2026PATHSTONE PRIVATE EQUITY 2026 (MASTER) FUND, L.P.DPooled Investment FundIndefinite$84,600,000
EDGAR ↗Mar 26, 2026HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$105,861,000
EDGAR ↗Mar 26, 2026HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$320,565,000
EDGAR ↗Mar 26, 2026HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,950,233
EDGAR ↗Mar 26, 2026HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$168,231,300
EDGAR ↗Aug 26, 2025Pathstone AI Coinvest 2025, LPDPooled Investment FundIndefinite$141,850,000
EDGAR ↗Jul 24, 2025PATHSTONE EARLY STAGE VENTURE FUND, L.P. - SERIES 5DPooled Investment FundIndefinite$0
EDGAR ↗Mar 26, 2025HCP PRIVATE EQUITY FUND XII-A, L.P.D/APooled Investment FundIndefinite$25,000,000
EDGAR ↗Mar 26, 2025HCP PRIVATE EQUITY FUND XII, L.P.D/APooled Investment FundIndefinite$165,800,000
EDGAR ↗Mar 26, 2025HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$539,547,500
EDGAR ↗Mar 26, 2025HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$105,861,000
EDGAR ↗Mar 26, 2025HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$320,565,000
EDGAR ↗Mar 26, 2025HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,950,233
EDGAR ↗Mar 26, 2025HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$168,231,300
EDGAR ↗Mar 20, 2025HCP FULL CONSEQUENCE INVESTING FUND IV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 13, 2025Saltbox CRA Fund, L.P.D/APooled Investment FundIndefinite$113,230,589
EDGAR ↗Sep 13, 2024HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,950,233
EDGAR ↗Sep 13, 2024HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$168,231,300
EDGAR ↗Sep 13, 2024HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$105,861,000
EDGAR ↗Sep 13, 2024HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$539,547,500
EDGAR ↗Sep 13, 2024HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$320,565,000
EDGAR ↗May 7, 2024HCP PRIVATE EQUITY FUND XII-A, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 19, 2024HCP PRIVATE EQUITY FUND XII, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 14, 2023HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$539,547,500
EDGAR ↗Sep 14, 2023HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$105,861,000
EDGAR ↗Sep 14, 2023HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$320,565,000
EDGAR ↗Sep 14, 2023HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,950,233
EDGAR ↗Sep 14, 2023HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$168,231,300
EDGAR ↗Sep 14, 2022HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$539,497,500
EDGAR ↗Sep 14, 2022HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$105,861,000
EDGAR ↗Sep 14, 2022HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$320,090,000
EDGAR ↗Sep 14, 2022HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,950,233
EDGAR ↗Sep 14, 2022HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$168,031,300
EDGAR ↗Sep 14, 2021HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$487,012,500
EDGAR ↗Sep 14, 2021HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$105,791,000
EDGAR ↗Sep 14, 2021HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$319,190,000
EDGAR ↗Sep 14, 2021HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,950,233
EDGAR ↗Sep 14, 2021HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$167,071,300
EDGAR ↗Jun 10, 2021Saltbox CRA Fund, L.P.D/APooled Investment FundIndefinite$70,592,755
EDGAR ↗Jun 10, 2021SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$83,530,848
EDGAR ↗Dec 4, 2020HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,950,233
EDGAR ↗Sep 14, 2020HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$365,987,500
EDGAR ↗Sep 14, 2020HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$105,791,000
EDGAR ↗Sep 14, 2020HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$304,065,000
EDGAR ↗Sep 14, 2020HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$164,766,300
EDGAR ↗Jun 10, 2020SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$77,759,076
EDGAR ↗Jun 10, 2020Saltbox CRA Fund, L.P.D/APooled Investment FundIndefinite$66,942,010
EDGAR ↗May 18, 2020HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$105,791,000
EDGAR ↗May 18, 2020HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$19,595,000
EDGAR ↗Apr 20, 2020HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$357,237,500
EDGAR ↗Apr 20, 2020HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$164,766,300
EDGAR ↗Dec 10, 2019SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$74,009,076
EDGAR ↗Dec 10, 2019Saltbox CRA Fund, L.P.D/APooled Investment FundIndefinite$64,082,010
EDGAR ↗Mar 8, 2019HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$429,262,092
EDGAR ↗Mar 8, 2019HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$148,382,426
EDGAR ↗Jan 2, 2019HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$429,262,092
EDGAR ↗Jan 2, 2019HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$148,382,426
EDGAR ↗Dec 3, 2018SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$70,684,076
EDGAR ↗Dec 3, 2018Saltbox CRA Fund, L.P.D/APooled Investment FundIndefinite$52,202,010
EDGAR ↗Dec 14, 2017Saltbox CRA Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 8, 2017SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$57,837,076
EDGAR ↗Jul 17, 2017HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$379,942,092
EDGAR ↗Jul 17, 2017HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$146,982,426
EDGAR ↗Jul 17, 2017HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$132,276,470
EDGAR ↗Jul 17, 2017HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$359,988,522
EDGAR ↗Jul 17, 2017HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,950,233
EDGAR ↗Dec 16, 2016SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$44,962,076
EDGAR ↗Jul 15, 2016HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$12,465,729
EDGAR ↗Jul 15, 2016HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$132,703,140
EDGAR ↗Jul 15, 2016HCP China Capital Appreciation Fund, L.P.D/APooled Investment FundIndefinite$287,825,333
EDGAR ↗Jul 15, 2016HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$343,420,480
EDGAR ↗Jul 15, 2016HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$117,276,630
EDGAR ↗Dec 11, 2015SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$40,050,000
EDGAR ↗Aug 6, 2015HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$150,259,597
EDGAR ↗Aug 6, 2015HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,782,969
EDGAR ↗Aug 6, 2015HCP China Capital Appreciation Fund, L.P.D/APooled Investment Fund$316,791,807$316,791,807
EDGAR ↗Aug 5, 2015HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$141,459,530
EDGAR ↗Aug 5, 2015HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$363,999,267
EDGAR ↗Dec 11, 2014SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$36,995,000
EDGAR ↗Jul 18, 2014HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P.D/APooled Investment FundIndefinite$13,010,813
EDGAR ↗Jul 18, 2014HCP SPECIAL OPPORTUNITIES FUND, L.P.D/APooled Investment FundIndefinite$138,840,773
EDGAR ↗Jul 16, 2014HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$321,937,657
EDGAR ↗Jul 16, 2014HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$146,113,768
EDGAR ↗Dec 11, 2013SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$30,290,000
EDGAR ↗Nov 13, 2013HCP China Capital Appreciation Fund, L.P.DPooled Investment Fund$105,000,000$105,000,000
EDGAR ↗Jul 12, 2013HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$128,450,167
EDGAR ↗Jul 12, 2013HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$278,646,878
EDGAR ↗Dec 12, 2012SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$26,290,000
EDGAR ↗Jul 13, 2012HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$103,540,000
EDGAR ↗Jul 13, 2012HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$207,225,000
EDGAR ↗Dec 15, 2011SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$24,245,000
EDGAR ↗Jul 13, 2011HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$102,940,000
EDGAR ↗Jul 13, 2011HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$178,325,000
EDGAR ↗Dec 15, 2010SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$19,897,007
EDGAR ↗Jul 15, 2010HCP GLOBAL INVESTMENT FUND-A, L.P.D/APooled Investment FundIndefinite$100,070,000
EDGAR ↗Jul 15, 2010HCP GLOBAL INVESTMENT FUND, L.P.D/APooled Investment FundIndefinite$137,605,000
EDGAR ↗Dec 15, 2009SALTBOX PARTNERS FUND LPD/APooled Investment FundIndefinite$11,830,000

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 22, 2026. Industry history, as reported on each offering's latest filing: All 14 offerings reported: Pooled Investment Fund (2009–2026).

People across the group

NameRolesIssuers hereFirst → last listed
Matthew Fleissig Matthew FleissigExecutive Officer, Director14Dec 16, 2016 → Oct 22, 2026
PF Pathstone Family Office, LLC entityDirector, Promoter, Executive Officer14Jun 10, 2020 → Oct 22, 2026
KELLY MAREGNI KELLY MAREGNIExecutive Officer, Director12Mar 20, 2025 → Oct 22, 2026
HC Hall Capital Partners, LLC entityDirector7Nov 13, 2013 → Sep 13, 2024
EA ERIC E. ALTExecutive Officer, Director7Sep 14, 2020 → Sep 13, 2024
SS SARAH E. STEINExecutive Officer, Director7Sep 14, 2020 → Sep 13, 2024
SK SIMON C. KRINSKYExecutive Officer, Director7Sep 14, 2020 → Sep 13, 2024
KH Kathryn A. HallDirector, Executive Officer5Jul 15, 2010 → May 18, 2020
PP Pathstone PE 2026 GP, LLC entityDirector2Jun 24, 2026 → Jul 21, 2026
HG HCP GIF, LLC entityDirector2Jul 15, 2010 → Mar 26, 2026
HS HCP SOF Management, LLC entityDirector2Jul 18, 2014 → Mar 26, 2026
GP GENERAL PARTNER HCP PEF XII MANAGEMENT LLC entityDirector2Apr 19, 2024 → Mar 26, 2025
AZ Allan ZachariahExecutive Officer2Dec 16, 2016 → Jan 13, 2025
SB Steve BravermanExecutive Officer2Dec 16, 2016 → Jan 13, 2025
S Saltbox II, LLC entityPromoter2Dec 16, 2016 → Jan 13, 2025
JB John F. BuoymasterExecutive Officer, Director2Jul 15, 2010 → Jul 16, 2014
MB Matthew R. BargerDirector2Jul 15, 2010 → Jul 16, 2014
MM Mark E. McKeeDirector2Jul 15, 2010 → Jul 16, 2014
BH Bill HelmanDirector2Jul 13, 2012 → Jul 13, 2012
FH F. Warren HellmanDirector2Jul 15, 2010 → Jul 13, 2011
GP GENERAL PARTNER PATHSTONE ESV FUND MANAGEMENT LLC entityDirector1Jul 24, 2025 → Oct 22, 2026
PC PFO/CA Fund GP, LLC entityDirector1Aug 26, 2025 → Aug 26, 2025
HC HCP China Capital Appreciation Management, LLC entityDirector1Nov 13, 2013 → Mar 26, 2025
GP GENERAL PARTNER HCP FCI FUND IV MANAGEMENT LLC entityDirector1Mar 20, 2025 → Mar 20, 2025
HC HALL CAPITAL PARTNER LLC entityDirector1Apr 20, 2020 → Apr 20, 2020
SC Saltbox Capital, LLC entityPromoter1Dec 15, 2009 → Dec 11, 2015
JL John LaPannExecutive Officer1Dec 15, 2009 → Dec 11, 2015
ON Old North Advisors, LLC entityPromoter1Dec 15, 2009 → Dec 11, 2015
FS Federal Street Advisors, Inc. entityPromoter1Dec 15, 2009 → Dec 11, 2015

Adviser registration (Form ADV)

PATHSTONE (legal name: PATHSTONE FAMILY OFFICE, LLC) — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Dec 4, 2009 · SEC file 801-70776 · Main office: ENGLEWOOD, NJ · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $110,295,873,738 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 27,165 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/rex-capital-advisors-llc ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

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

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

Meta advertising

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Other offering types (Regulation A and Regulation Crowdfunding)

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

Public profiles and social

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Found on the sponsor's own site

pathstone.com ↗ found on pathstone.com — web search (bing) for "PATHSTONE EARLY STAGE San Francisco CA"; homepage names "PATHSTONE EARLY STAGE" linkedin — linkedin — found on pathstone.com ↗ found on PATHSTONE EARLY STAGE VENTURE FUND, L.P. - SERIES 5 instagram — instagram — found on pathstone.com ↗ found on PATHSTONE EARLY STAGE VENTURE FUND, L.P. - SERIES 5 facebook — facebook — found on pathstone.com ↗ found on PATHSTONE EARLY STAGE VENTURE FUND, L.P. - SERIES 5

Social and web

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