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

Sponsor Check › Sponsor group

V

Voyager

One sponsor team, 15 deal companies · Los Angeles, CA

Grouped because: 6 shared people, 5 shared management entities, same business address (5 issuers), similar issuer names (14) (automatic match from the filings) · not the same sponsor?

15deal companies
$353.2Mreported sold
632investors
124Form D filings
2009–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

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

The short version

Voyager is a sponsor group of 15 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, same business address; automatic match from the filings), filing 124 Form D filings between Mar 2009 and Mar 2026.

What this means One team, 15 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: $353.2M to 632 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (15). Issuers are based in CA (10), Cayman Islands (as filed: E9) (4), Virgin Islands, British (as filed: D8) (1).

What this means $353.2M raised across the group, about $559K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Christopher W. Knight (12 issuers, executive officer and director), Lyle S Poncher (11 issuers, executive officer and director), Voyager Management, L.L.C. (8 issuers, executive officer and promoter, entity), Craig F Magher (4 issuers, executive officer and director), Edward H Werthman (4 issuers, executive officer and director) and 10 more.

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

Activity: 0 new offerings in the last 12 months; latest filing Mar 23, 2026.

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

Adviser registration (Form ADV) on record: VOYAGER MANAGEMENT, LLC; CORIENT.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 8 court cases matching the name, 13 bankruptcy cases matching the name listed in Key records below.

What this means 21 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 124 public filings for Voyager and found 22 differences, 6 worth asking the sponsor about: 4 offerings reported less sold on a later filing than an earlier one; 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 Voyager has not run yet — it is joining a line of 15,022 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 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

8 cases: 2 closed (disposition not in docket feed), 6 dismissed

Boothbay Absolute Return Strategies LP v. Belgische Scheepvaartmaatschappij-Compagnie Maritime Belge SA closed
District Court, S.D. New York · No. 1:24-cv-01445 · Filed Feb 26, 2024 · Closed May 2, 2024 · Nature of suit: Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Boothbay Absolute Return Strategies LP v. Belgische Scheepvaartmaatschappij-Compagnie Maritime Belge SA: Party · Outcome: Terminated 2024-05-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Georgelas v. Absolute Return Solutions dismissed
District Court, D. Utah · No. 2:16-cv-00512 · Filed Jun 8, 2016 · Closed Oct 19, 2016 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Georgelas v. Absolute Return Solutions: Party · Outcome: Terminated 2016-10-19 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in UT (not the issuer's state)
SJK ABSOLUTE RETURN FUND, LLC v. EISNERAMPER LLP dismissed
District Court, M.D. North Carolina · No. 1:13-cv-00432 · Filed May 31, 2013 · Closed Mar 12, 2014 · Nature of suit: 380 Personal Property: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of SJK ABSOLUTE RETURN FUND, LLC v. EISNERAMPER LLP: Party · Outcome: Terminated 2014-03-12 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in NC (not the issuer's state)
Irving H. Picard v. Maxam Absolute Return Fund, L.P. dismissed
District Court, S.D. New York · No. 1:11-cv-07428 · Filed Oct 20, 2011 · Closed Apr 28, 2014 · Nature of suit: Bankruptcy Withdrawal · Cause: 28:157 Motion to Withdraw Reference
Role of Irving H. Picard v. Maxam Absolute Return Fund, L.P.: Party · Outcome: Terminated 2014-04-28 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Irving H. Picard v. Maxam Absolute Return Fund, L.P. closed
District Court, S.D. New York · No. 1:11-cv-03261 · Filed May 13, 2011 · Closed Sep 20, 2011 · Nature of suit: 423 Bankruptcy withdrawal 28 USC 157
Role of Irving H. Picard v. Maxam Absolute Return Fund, L.P.: Party · Outcome: Terminated 2011-09-20 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Termovalle Investment Co. LLC v. Moneda Absolute Return Fund LTD dismissed
District Court, S.D. New York · No. 1:11-cv-01887 · Filed Mar 17, 2011 · Closed Jun 3, 2011 · Nature of suit: 190 Other contract actions
Role of Termovalle Investment Co. LLC v. Moneda Absolute Return Fund LTD: Party · Outcome: Terminated 2011-06-03 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Triana v. Westgate Absolute Return Fund, L.P. dismissed
District Court, S.D. New York · No. 1:09-cv-02022 · Filed Mar 5, 2009 · Closed Nov 4, 2011 · Nature of suit: 470 Civil (RICO)
Role of Triana v. Westgate Absolute Return Fund, L.P.: Party · Outcome: Terminated 2011-11-04 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Davis v. Voyager Corporation dismissed matched at sponsor-group level (Voyager)
District Court, D. Hawaii · No. 1:99-cv-00911 · Filed Dec 23, 1999 · Closed Apr 26, 2000 · Nature of suit: 371 Truth in lending
Role of Voyager Corporation: Defendant · Outcome: Terminated 2000-04-26 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in HI (not the issuer's state); filed 1999, issuer incorporated 2021
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

2. Regulatory actions

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

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Voyager..

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 are not covered.

3. Bankruptcies

13 cases: 3 open, 10 closed (disposition not in docket feed)

Bridge Global Absolute Return Funds SPC open
United States Bankruptcy Court, S.D. Florida. · No. 22-16816 · Filed Aug 31, 2022
Role of Bridge Global Absolute Return Funds SPC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Voyager LLC v. Spruill, Jr. closed matched at sponsor-group level (Voyager)
United States Bankruptcy Court, D. Colorado · No. 20-01222 · Filed Jul 31, 2020 · Closed Aug 2, 2021
Role of Voyager LLC: Plaintiff · Outcome: Case closed 2021-08-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CO (not the issuer's state)
The Government Employees' Retirement System o v. Life Settlements Absolute Return I, LLC closed
United States Bankruptcy Court, D. Delaware · No. 18-50677 · Filed Jul 30, 2018 · Closed May 24, 2019
Role of The Government Employees' Retirement System o v. Life Settlements Absolute Return I, LLC: Party · Outcome: Case closed 2019-05-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Life Settlements Absolute Return I, LLC closed
United States Bankruptcy Court, D. Delaware · No. 17-13030 · Filed Dec 29, 2017 · Closed Apr 14, 2020
Role of Life Settlements Absolute Return I, LLC: Party · Outcome: Case closed 2020-04-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Optima Absolute Return Fund Ltd closed
United States Bankruptcy Court, S.D. New York · No. 15-12269 · Filed Aug 12, 2015 · Closed May 10, 2021
Role of Optima Absolute Return Fund Ltd: Party · Outcome: Case closed 2021-05-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Fairfield Sentry Limited (In Liquidation) v. Samsung Absolute Return Trust M1 open
United States Bankruptcy Court, S.D. New York · No. 12-01762 · Filed Jul 20, 2012
Role of Fairfield Sentry Limited (In Liquidation) v. Samsung Absolute Return Trust M1: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Bernard L. Madoff Investment Securities LLC. v. Maxam Absolute Return Fund, L.P. closed
United States Bankruptcy Court, S.D. New York · No. 11-02736 · Filed Sep 23, 2011 · Closed Sep 28, 2011
Role of Bernard L. Madoff Investment Securities LLC. v. Maxam Absolute Return Fund, L.P.: Party · Outcome: Case closed 2011-09-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Fairfield Sigma Limited (In Liquidation) v. Avalon Absolute Return Funds PLC open
United States Bankruptcy Court, S.D. New York · No. 11-02530 · Filed Aug 17, 2011
Role of Fairfield Sigma Limited (In Liquidation) v. Avalon Absolute Return Funds PLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
West End Absolute Return Fund I, LP closed
United States Bankruptcy Court, S.D. New York · No. 11-11161 · Filed Mar 15, 2011 · Closed Jul 25, 2011
Role of West End Absolute Return Fund I, LP: Party · Outcome: Case closed 2011-07-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Irving H. Picard, Esq., Trustee for the Substantiv v. Maxam Absolute Return Fund, L.P. closed
United States Bankruptcy Court, S.D. New York · No. 10-05342 · Filed Dec 8, 2010 · Closed Oct 8, 2013
Role of Irving H. Picard, Esq., Trustee for the Substantiv v. Maxam Absolute Return Fund, L.P.: Party · Outcome: Case closed 2013-10-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Ransel v. Voyager, Inc. closed matched at sponsor-group level (Voyager)
United States Bankruptcy Court, N.D. Indiana · No. 10-03099 · Filed Sep 20, 2010 · Closed Jul 27, 2011
Role of Voyager, Inc.: Defendant · Outcome: Case closed 2011-07-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state); filed 2010, issuer incorporated 2021
Bayou Superfund, LLC v. Somers & Co. FBO RCG Absolute Return Fund, LLC closed
United States Bankruptcy Court, S.D. New York · No. 08-08263 · Filed Feb 29, 2008 · Closed Sep 30, 2008
Role of Bayou Superfund, LLC v. Somers & Co. FBO RCG Absolute Return Fund, LLC: Party · Outcome: Case closed 2008-09-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
AQR Absolute Return Master Account L.P. v. Refco Capital Markets, Ltd. closed
United States Bankruptcy Court, S.D. New York · No. 05-03106 · Filed Oct 28, 2005 · Closed Aug 24, 2012
Role of AQR Absolute Return Master Account L.P. v. Refco Capital Markets, Ltd.: Party · Outcome: Case closed 2012-08-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

22 differences found between the filings for Voyager — 6 worth asking about (compared the newest 50 of 124 filings on Oct 24, 2026; older filings not covered)

Worth asking · Feb 23, 2015 – Feb 11, 2022

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

Amount sold went down between filings — VOYAGER PARTNERS L P · Amount sold went down between filings — VOYAGER PARTNERS L P · Amount sold went down between filings — VOYAGER SPECIALISTS LP · Amount sold went down between filings — VOYAGER PARTNERS L P

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

Form D/A (earlier) · Feb 12, 2021 ↗Form D/A (later) · Feb 11, 2022 ↗VOYAGER PARTNERS L P — PartnerFacts page ↗Form D/A (earlier) · Feb 15, 2019 ↗
Sources
Worth asking · Feb 12, 2021 – Feb 11, 2022

Investor count went down between filings — VOYAGER PARTNERS L P

The Feb 12, 2021 filing reports 188 investors; the Feb 11, 2022 Form D/A reports 149 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) · Feb 12, 2021 ↗Form D/A (later) · Feb 11, 2022 ↗VOYAGER PARTNERS L P — PartnerFacts page ↗
Sources
Worth asking · Feb 23, 2015 – Feb 17, 2017

Investor count went down between filings — VOYAGER PARTNERS L P

The Feb 23, 2015 filing reports 168 investors; the Feb 17, 2017 Form D/A reports 121 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 (earlier) · Feb 23, 2015 ↗Form D/A (later) · Feb 17, 2017 ↗VOYAGER PARTNERS L P — PartnerFacts page ↗
Sources
Worth asking · Oct 1, 1997 – Mar 29, 2022

18 Form Ds were filed more than 15 days after the first sale

Form D filed 2,453 days after the first sale — Voyager Global Select Fund Ltd · Form D filed 2,453 days after the first sale — VOYAGER GLOBAL SELECT FUND LP · Form D filed 2,726 days after the first sale — Voyager Partners Offshore, Ltd. · Form D filed 7,079 days after the first sale — VOYAGER SPECIALISTS LP · Form D filed 3,822 days after the first sale — CAFCO-VOYAGER GLOBAL FUND LP · and 13 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Feb 17, 2017 ↗Voyager Global Select Fund Ltd — PartnerFacts page ↗Form D · Feb 17, 2017 ↗VOYAGER GLOBAL SELECT FUND LP — PartnerFacts page ↗
Sources
Worth asking · Feb 17, 2017 – Mar 20, 2025

12 people are no longer listed on a later amendment

Corient is no longer listed on the Mar 20, 2025 amendment — IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTS · Corient is no longer listed on the Mar 20, 2025 amendment — IC Hedge Fund Series, L.P. - Series Tiger Global 1 Interests · Inverness Counsel, LLC is no longer listed on the Mar 21, 2024 amendment — IC Hedge Fund Series, L.P. - Series Tiger Global 1 Interests · Inverness Counsel, LLC is no longer listed on the Mar 20, 2024 amendment — IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTS · Christopher W. Knight is no longer listed on the Feb 16, 2018 amendment — VOYAGER PARTNERS L P · and 7 more

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

Form D/A · Mar 20, 2024 ↗Form D/A · Mar 20, 2025 ↗Corient — PartnerFacts page ↗IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTS — PartnerFacts page ↗
Sources
Worth asking · Jun 8, 2010

2 separate companies in this group use the same name: "Voyager Global Select Fund Ltd"

CIK 1493382 (first filed Jun 8, 2010, Grand Cayman, Cayman Islands (as filed: E9)); CIK 1491351 (first filed Jun 8, 2010, Los Angeles, CA).

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

Voyager Global Select Fund Ltd — PartnerFacts page ↗VOYAGER GLOBAL SELECT FUND LP — PartnerFacts page ↗EDGAR filer page · CIK 1493382 ↗EDGAR filer page · CIK 1491351 ↗
Sources
Note · Mar 20, 2024 – Mar 20, 2025

Voyager Management, L.L.C.'s role changed at IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTS: executive officer, promoter → executive officer

The Mar 20, 2024 filing lists Voyager Management, L.L.C. as executive officer, promoter; the Mar 20, 2025 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Mar 20, 2024 ↗Form D/A · Mar 20, 2025 ↗Voyager Management, L.L.C. — PartnerFacts page ↗IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTS — PartnerFacts page ↗
Sources
Note · Oct 1, 1997 – Aug 8, 2023

18 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 — IC Hedge Fund Series, L.P. - Series Asia Interests (latest filing Aug 8, 2023) · No amendment in the last 12 months on an offering that may still be open — VOYAGER PARTNERS L P (latest filing Feb 11, 2022) · No amendment in the last 12 months on an offering that may still be open — VOYAGER SPECIALISTS LP (latest filing Feb 11, 2022) · No amendment in the last 12 months on an offering that may still be open — Voyager Global Master Fund, L.P. (latest filing Feb 15, 2019) · No amendment in the last 12 months on an offering that may still be open — Voyager Global Absolute Return Insurance Fund, L.P. (latest filing Feb 16, 2018) · and 13 more

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

Form D/A · Aug 8, 2023 ↗IC Hedge Fund Series, L.P. - Series Asia Interests — PartnerFacts page ↗Form D/A · Feb 11, 2022 ↗VOYAGER PARTNERS L P — PartnerFacts page ↗
Sources
Note · Feb 23, 2015 – Mar 4, 2016

Lyle S Poncher is written 2 different ways on the filings

listed as "Lyle Poncher" on 7 filings (from Feb 23, 2015), and "Lyle S Poncher" on 13 filings (from Mar 4, 2016).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Feb 23, 2015 ↗Form D · Mar 4, 2016 ↗Lyle S Poncher — PartnerFacts page ↗
Sources
Note · Mar 23, 2023 – Mar 21, 2024

Address moved from New York, NY to Los Angeles, CA — IC Hedge Fund Series, L.P. - Series Tiger Global 1 Interests

The people listed on the Mar 23, 2023 filing give New York, NY; on the Mar 21, 2024 filing they give Los Angeles, CA.

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

Form D/A · Mar 23, 2023 ↗Form D/A · Mar 21, 2024 ↗IC Hedge Fund Series, L.P. - Series Tiger Global 1 Interests — PartnerFacts page ↗
Sources
Note · Mar 23, 2023 – Mar 20, 2024

Address moved from New York, NY to Los Angeles, CA — IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTS

The people listed on the Mar 23, 2023 filing give New York, NY; on the Mar 20, 2024 filing they give Los Angeles, CA.

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

Form D/A · Mar 23, 2023 ↗Form D/A · Mar 20, 2024 ↗IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTS — PartnerFacts page ↗
Sources
Note · Feb 17, 2017 – Feb 16, 2018

Minimum investment changed between filings — VOYAGER PARTNERS L P

The Feb 17, 2017 filing lists a minimum of $250,000; the Feb 16, 2018 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Feb 17, 2017 ↗Form D/A (later) · Feb 16, 2018 ↗VOYAGER PARTNERS L P — PartnerFacts page ↗
Sources
Note · Feb 17, 2017 – Feb 16, 2018

Minimum investment changed between filings — VOYAGER SPECIALISTS LP

The Feb 17, 2017 filing lists a minimum of $500,000; the Feb 16, 2018 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Feb 17, 2017 ↗Form D/A (later) · Feb 16, 2018 ↗VOYAGER SPECIALISTS LP — PartnerFacts page ↗
Sources
Note · Feb 17, 2017 – Feb 16, 2018

Minimum investment changed between filings — Voyager Global Master Fund, L.P.

The Feb 17, 2017 filing lists a minimum of $250,000; the Feb 16, 2018 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Feb 17, 2017 ↗Form D/A (later) · Feb 16, 2018 ↗Voyager Global Master Fund, L.P. — PartnerFacts page ↗
Sources
Note · Feb 17, 2017 – Feb 16, 2018

Minimum investment changed between filings — Voyager Global Absolute Return Insurance Fund, L.P.

The Feb 17, 2017 filing lists a minimum of $1,000,000; the Feb 16, 2018 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Feb 17, 2017 ↗Form D/A (later) · Feb 16, 2018 ↗Voyager Global Absolute Return Insurance Fund, L.P. — PartnerFacts page ↗
Sources
Note · Feb 17, 2017 – Feb 16, 2018

Minimum investment changed between filings — Voyager Partners Offshore, Ltd.

The Feb 17, 2017 filing lists a minimum of $250,000; the Feb 16, 2018 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Feb 17, 2017 ↗Form D/A (later) · Feb 16, 2018 ↗Voyager Partners Offshore, Ltd. — PartnerFacts page ↗
Sources
Note · Feb 17, 2017 – Feb 11, 2022

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

Address on file is a registered agent / shared office — VOYAGER PARTNERS L P · Address on file is a registered agent / shared office — VOYAGER SPECIALISTS LP · Address on file is a registered agent / shared office — Voyager Global Master Fund, L.P. · Address on file is a registered agent / shared office — Voyager Global Absolute Return Insurance Fund, L.P. · Address on file is a registered agent / shared office — Voyager Partners Offshore, Ltd. · and 3 more

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

Form D/A · Feb 11, 2022 ↗VOYAGER PARTNERS L P — PartnerFacts page ↗Form D/A · Feb 11, 2022 ↗VOYAGER SPECIALISTS LP — PartnerFacts page ↗
Sources
Note · Mar 17, 2009 – Mar 23, 2026

Member companies were formed in 4 different states

Delaware (10), Cayman Islands (3), E9 (1), Virgin Islands, British (1) — out of 15 member issuers. The odd ones out: VOYAGER ADVANTAGE LTD (E9); Voyager Global Fund, Ltd. (Cayman Islands); Voyager Global Absolute Return Fund, Ltd. (Virgin Islands, British); Voyager Partners Offshore, Ltd. (Cayman Islands); Voyager Global Select Fund Ltd (Cayman Islands).

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

Voyager — sponsor group page ↗VOYAGER ADVANTAGE LTD — PartnerFacts page ↗Voyager Global Fund, Ltd. — PartnerFacts page ↗Voyager Global Absolute Return Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Mar 17, 2009 – Mar 23, 2026

Member companies list addresses in 3 different states

CA (10), Cayman Islands (as filed: E9) (4), Virgin Islands, British (as filed: D8) (1). 9 members use a registered-agent or shared-office address: VOYAGER PARTNERS L P (11111 Santa Monica Blvd., Suite 1800, Los Angeles, CA); VOYAGER SPECIALISTS LP (11111 Santa Monica Blvd, Suite 1800, Los Angeles, CA); Voyager Global Master Fund, L.P. (11111 Santa Monica Blvd, Suite 1800, Los Angeles, CA); Voyager Global Absolute Return Insurance Fund, L.P. (11111 Santa Monica Blvd, Suite 1800, Los Angeles, CA).

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.

Voyager — sponsor group page ↗VOYAGER PARTNERS L P — PartnerFacts page ↗VOYAGER SPECIALISTS LP — PartnerFacts page ↗Voyager Global Master Fund, L.P. — PartnerFacts page ↗
Sources
Note · Mar 16, 2009 – Feb 15, 2019

Issuer used a different name before — Voyager Global Master Fund, L.P.

SEC records list prior names for this filer: GLOBAL STRATEGIES MASTER FUND LP. The current name on file is "Voyager Global Master Fund, L.P.".

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

EDGAR filer page ↗Voyager Global Master Fund, L.P. — PartnerFacts page ↗
Sources
Note · Mar 12, 2009 – Feb 16, 2018

Issuer used a different name before — Voyager Global Absolute Return Insurance Fund, L.P.

SEC records list prior names for this filer: GLOBAL STRATEGIES ABSOLUTE RETURN INSURANCE FUND L P. The current name on file is "Voyager Global Absolute Return Insurance Fund, L.P.".

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

EDGAR filer page ↗Voyager Global Absolute Return Insurance Fund, L.P. — PartnerFacts page ↗
Sources
Note · Mar 16, 2009 – Feb 17, 2017

Issuer used a different name before — Voyager Global Fund, Ltd.

SEC records list prior names for this filer: Voyager Global Offshore Fund, Ltd.; GLOBAL STRATEGIES FUND LTD. The current name on file is "Voyager Global Fund, Ltd.".

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

EDGAR filer page ↗Voyager Global Fund, Ltd. — 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 124 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

29 of 74 offerings report sales commissions totalling $3,310,608; 0 report finder's fees; 2 report proceeds to related persons totalling $314,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 23, 2026 D/A
IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTS
File 021-284394
$305,730 (est.)$0 (est.)$0 (est.)
The General Partner receives customary management fees.
FRONTIER SOLUTIONS, LLC BrokerCheck CRD 000136102 ↗EDGAR ↗
Mar 20, 2026 D/A
IC Hedge Fund Series, L.P. - Series Tiger Global 1 Interests
File 021-439495
$0 (est.)$0 (est.)$0 (est.)
The General Partner receives customary management fees.
None listed on this filingEDGAR ↗
Aug 8, 2023 D/A
IC Hedge Fund Series, L.P. - Series Asia Interests
File 021-409847
$0 (est.)$0 (est.)$0 (est.)
The General Partner receives customary management fees.
None listed on this filingEDGAR ↗
Feb 11, 2022 D/A
VOYAGER PARTNERS L P
File 021-234499
$182,452 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
SunTrust Inv Srvs BrokerCheck CRD 17499 ↗
Bel Air BrokerCheck CRD 104580 ↗
Frontier Solutions BrokerCheck CRD 136102 ↗
GS Capital BrokerCheck CRD 123110 ↗
UBS Financial Srv BrokerCheck CRD 8174 ↗		EDGAR ↗
Feb 11, 2022 D/A
VOYAGER SPECIALISTS LP
File 021-280926
$0 (est.)$0 (est.)$0 (est.)
The General Partner receives customary management fees.
None listed on this filingEDGAR ↗
Feb 15, 2019 D/A
Voyager Global Master Fund, L.P.
File 021-280919
$64,987 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Synthesis BrokerCheck CRD 109025 ↗
GS Capital Management LLC BrokerCheck CRD 123110 ↗
Frontier Solutions BrokerCheck CRD 136102 ↗
UBS Financial BrokerCheck CRD 8174 ↗		EDGAR ↗
Feb 16, 2018 D/A
Voyager Global Absolute Return Insurance Fund, L.P.
File 021-280920
$6,472 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Synthesis Advisors BrokerCheck CRD 109025 ↗EDGAR ↗
Feb 16, 2018 D/A
Voyager Partners Offshore, Ltd.
File 021-280916
$126,719 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable incentive fee based on a specific percentage of assets under management.
SunTrust BrokerCheck CRD 17499 ↗
Frontier Solutions BrokerCheck CRD 136102 ↗
GS Capital Mgmt BrokerCheck CRD 123110 ↗		EDGAR ↗
Feb 17, 2017 D
Voyager Global Fund, Ltd.
File 021-280923
$6,747 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
GS Capital Management LLC BrokerCheck CRD 123110 ↗
via GS Capital Management LLC

Frontier Solutions BrokerCheck CRD 136102 ↗
UBS Financial Srv BrokerCheck CRD 8174 ↗		EDGAR ↗
Feb 17, 2017 D
CAFCO-VOYAGER GLOBAL FUND LP
File 021-280925
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 17, 2017 D
VOYAGER GLOBAL SELECT FUND LP
File 021-280927
$58,310 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
UBS Financial BrokerCheck CRD 8174 ↗
Frontier Solutions BrokerCheck CRD 136102 ↗
GS Capital Mgmt BrokerCheck CRD 123110 ↗		EDGAR ↗
Feb 17, 2017 D
Voyager Global Select Fund Ltd
File 021-280918
$6,747 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
GS Capital Management LLC BrokerCheck CRD 123110 ↗
via GS Capital Management LLC

Frontier Solutions BrokerCheck CRD 136102 ↗
UBS Financial Srv BrokerCheck CRD 8174 ↗		EDGAR ↗
Mar 4, 2016 D
VOYAGER PARTNERS L P
File 021-258595
$478,639 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
SunTrust Inv Srvs BrokerCheck CRD 17499 ↗
Bel Air BrokerCheck CRD 104580 ↗
via Bel Air (CRD 104580 ↗)

GS Capital Management LLC BrokerCheck CRD 123110 ↗
via GS Capital Management LLC
EDGAR ↗
Mar 4, 2016 D
VOYAGER SPECIALISTS LP
File 021-258609
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 4, 2016 D
Voyager Global Master Fund, L.P.
File 021-258602
$145,227 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Synthesis BrokerCheck CRD 109025 ↗
via Synthesis (CRD 109025 ↗)

GS Capital Management LLC BrokerCheck CRD 123110 ↗
via GS Capital Management LLC
EDGAR ↗
Mar 4, 2016 D
Voyager Global Absolute Return Insurance Fund, L.P.
File 021-258589
$9,685 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Synthesis Advisors BrokerCheck CRD 109025 ↗
via Synthesis Advisors (CRD 109025 ↗)
EDGAR ↗
Mar 4, 2016 D
Voyager Global Fund, Ltd.
File 021-258601
$18,077 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
GS Capital Management LLC BrokerCheck CRD 123110 ↗
via GS Capital Management LLC
EDGAR ↗
Mar 4, 2016 D
CAFCO-VOYAGER GLOBAL FUND LP
File 021-258591
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 4, 2016 D
Voyager Partners Offshore, Ltd.
File 021-258598
$0$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable incentive fee based on a specific percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗
SunTrust BrokerCheck CRD 17499 ↗
Bel Air BrokerCheck CRD 104580 ↗
via Bel Air Inv Advisors (CRD 104580 ↗)

GS Capital Management LLC BrokerCheck CRD 123110 ↗
via GS Capital Management LLC
EDGAR ↗
Mar 4, 2016 D
VOYAGER GLOBAL SELECT FUND LP
File 021-258605
$204,588 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗
GS Capital Management LLC BrokerCheck CRD 123110 ↗
via GS Capital Management, LLC
EDGAR ↗
Mar 4, 2016 D
Voyager Global Select Fund Ltd
File 021-258607
$0 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗
GS Capital Management LLC BrokerCheck CRD 123110 ↗
via GS Capital Management LLC
EDGAR ↗
Feb 23, 2015 D
VOYAGER SPECIALISTS LP
File 021-234500
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 23, 2015 D
Voyager Global Master Fund, L.P.
File 021-234506
$150,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Synthesis BrokerCheck CRD 109025 ↗
via Synthesis (CRD 109025 ↗)
EDGAR ↗
Feb 23, 2015 D
Voyager Global Absolute Return Insurance Fund, L.P.
File 021-234501
$12,413 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Synthesis Advisors BrokerCheck CRD 109025 ↗
via Synthesis Advisors (CRD 109025 ↗)
EDGAR ↗
Feb 23, 2015 D
Voyager Global Fund, Ltd.
File 021-234508
$39,587 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Feb 23, 2015 D
CAFCO-VOYAGER GLOBAL FUND LP
File 021-234509
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 23, 2015 D
VOYAGER GLOBAL SELECT FUND LP
File 021-234504
$124,687 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Feb 23, 2015 D
Voyager Global Select Fund Ltd
File 021-234503
$101,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Feb 20, 2015 D
Voyager Partners Offshore, Ltd.
File 021-234432
$0$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable incentive fee based on a specific percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗
SunTrust BrokerCheck CRD 17499 ↗
Bel Air BrokerCheck CRD 104580 ↗
via Bel Air Inv Advisors (CRD 104580 ↗)
EDGAR ↗
Mar 7, 2014 D
VOYAGER PARTNERS L P
File 021-213143
$130,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
SunTrust Inv Srvs BrokerCheck CRD 17499 ↗
Bel Air BrokerCheck CRD 104580 ↗
via Bel Air (CRD 104580 ↗)
EDGAR ↗
Mar 7, 2014 D
VOYAGER SPECIALISTS LP
File 021-213140
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 7, 2014 D
Voyager Global Master Fund, L.P.
File 021-213116
$0 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Edge Corporate Finance LLC BrokerCheck CRD 144134 ↗
Synthesis BrokerCheck CRD 109025 ↗
via Synthesis (CRD 109025 ↗)
EDGAR ↗
Mar 7, 2014 D
Voyager Global Fund, Ltd.
File 021-213115
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Edge Corporate Finance LLC BrokerCheck CRD 144134 ↗		EDGAR ↗
Mar 7, 2014 D
CAFCO-VOYAGER GLOBAL FUND LP
File 021-213111
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 7, 2014 D
Voyager Global Absolute Return Insurance Fund, L.P.
File 021-213113
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Synthesis Advisors BrokerCheck CRD 109025 ↗
via Synthesis Advisors (CRD 109025 ↗)
EDGAR ↗
Mar 7, 2014 D
Voyager Partners Offshore, Ltd.
File 021-213124
$0$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable incentive fee based on a specific percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗
SunTrust BrokerCheck CRD 17499 ↗
Bel Air BrokerCheck CRD 104580 ↗
via Bel Air Inv Advisors (CRD 104580 ↗)
EDGAR ↗
Mar 7, 2014 D
VOYAGER GLOBAL SELECT FUND LP
File 021-213117
$55,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Mar 7, 2014 D
Voyager Global Select Fund Ltd
File 021-213118
$55,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Apr 2, 2013 D
Voyager Partners Offshore, Ltd.
File 021-194327
$0$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable incentive fee based on a specific percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗
SunTrust BrokerCheck CRD 17499 ↗		EDGAR ↗
Apr 2, 2013 D
VOYAGER SPECIALISTS LP
File 021-194328
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 2, 2013 D
Voyager International Fund, LP
File 021-194329
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 2, 2013 D
Voyager Global Absolute Return Fund, Ltd.
File 021-194330
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 1, 2013 D
Voyager Global Absolute Return Insurance Fund, L.P.
File 021-194309
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
None listed on this filingEDGAR ↗
Apr 1, 2013 D
Voyager Global Fund, Ltd.
File 021-194311
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Edge Corporate Finance LLC BrokerCheck CRD 144134 ↗		EDGAR ↗
Apr 1, 2013 D
CAFCO-VOYAGER GLOBAL FUND LP
File 021-194313
$0 (est.)$0$0 (est.)
The Investment Manager is entitled to a fee equal to a specified percentage of assets under management.
1st Bridgehouse Securities LLC BrokerCheck CRD 44655 ↗
Ascendiant Securities LLC BrokerCheck CRD 129236 ↗		EDGAR ↗
Apr 1, 2013 D
Voyager Global Master Fund, L.P.
File 021-194318
$0 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Edge Corporate Finance LLC BrokerCheck CRD 144134 ↗
Suntrust Investment Services BrokerCheck CRD 17499 ↗		EDGAR ↗
Apr 1, 2013 D
VOYAGER GLOBAL SELECT FUND LP
File 021-194320
$220,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Apr 1, 2013 D
VOYAGER PARTNERS L P
File 021-194322
$130,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
N/A no CRD number reported
via 1st Bridgehouse Securities, LLC (CRD 44655 ↗)

Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Ascendiant Securities LLC BrokerCheck CRD 129236 ↗
SunTrust Inv Srvs BrokerCheck CRD 17499 ↗		EDGAR ↗
Apr 1, 2013 D
Voyager Global Select Fund Ltd
File 021-194326
$55,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Mar 2, 2012 D
VOYAGER PARTNERS L P
File 021-174259
$19,541 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
N/A no CRD number reported
via 1st Bridgehouse Securities, LLC (CRD 44655 ↗)

Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Ascendiant Securities LLC BrokerCheck CRD 129236 ↗		EDGAR ↗
Mar 2, 2012 D
VOYAGER SPECIALISTS LP
File 021-174274
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 2, 2012 D
Voyager Global Master Fund, L.P.
File 021-174263
$0 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Edge Corporate Finance LLC BrokerCheck CRD 144134 ↗
Suntrust Investment Services BrokerCheck CRD 17499 ↗		EDGAR ↗
Mar 2, 2012 D
Voyager Global Absolute Return Insurance Fund, L.P.
File 021-174270
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
None listed on this filingEDGAR ↗
Mar 2, 2012 D
Voyager Global Fund, Ltd.
File 021-174266
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable an incentive fee based on a specific percentage of assets under management.
Credit-Suisse USA LLC BrokerCheck CRD 816 ↗
Suntrust Investment Services BrokerCheck CRD 17499 ↗
Edge Corporate Finance LLC BrokerCheck CRD 144134 ↗		EDGAR ↗
Mar 2, 2012 D
CAFCO-VOYAGER GLOBAL FUND LP
File 021-174275
$0 (est.)$0$0 (est.)
The Investment Manager is entitled to a fee equal to a specified percentage of assets under management.
1st Bridgehouse Securities LLC BrokerCheck CRD 44655 ↗
Ascendiant Securities LLC BrokerCheck CRD 129236 ↗		EDGAR ↗
Mar 2, 2012 D
Voyager Global Absolute Return Fund, Ltd.
File 021-174272
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee equal to a specified percentage of assets under management.
Credit-Suisse Securities LLC BrokerCheck CRD 816 ↗
Edge Corporate Finance LLC BrokerCheck CRD 144134 ↗
Suntrust Investment Services BrokerCheck CRD 17499 ↗		EDGAR ↗
Mar 2, 2012 D
Voyager Partners Offshore, Ltd.
File 021-174261
$0$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and when applicable incentive fee based on a specific percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Feb 23, 2012 D
Voyager International Fund, LP
File 021-173873
$0 (est.)$0 (est.)$0 (est.)
The General Partner (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Feb 23, 2012 D
VOYAGER GLOBAL SELECT FUND LP
File 021-173876
$300,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Feb 23, 2012 D
Voyager Global Select Fund Ltd
File 021-173879
$120,000 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee and incentive fee equal to a percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Jul 22, 2011 D/A
Voyager International Fund, LP
File 021-77269
$0$0$0 (est.)
The General Partner (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jul 22, 2011 D
VOYAGER GLOBAL SELECT FUND LP
File 021-163323
$63,000 (est.)$0$129,000 (est.)
The Investment Manager is entitled to receive an annual management fee equal to a specified percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Jun 7, 2011 D
Voyager Global Select Fund Ltd
File 021-160885
$121,000 (est.)$0$185,000 (est.)
The Investment Manager is entitled to receive an annual management fee equal to a specified percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
May 13, 2011 D/A
Voyager Global Absolute Return Insurance Fund, L.P.
File 021-58584
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
May 13, 2011 D/A
Voyager Global Master Fund, L.P.
File 021-57740
$0 (est.)$0$0 (est.)N/A no CRD number reported
via Credit-Suisse Securities LLC (CRD 816 ↗)

N/A no CRD number reported
via Investlinc Securities LLC (CRD 10578 ↗)

N/A no CRD number reported
via Edge Corporate Finance LLC (CRD 144134 ↗)

N/A no CRD number reported
via Suntrust Investment Services (CRD 17499 ↗)
EDGAR ↗
Mar 3, 2011 D/A
Voyager Global Fund, Ltd.
File 021-94603
$0 (est.)$0 (est.)$0 (est.)N/A no CRD number reported
via Credit-Suisse Securities LLC (CRD 816 ↗)

N/A no CRD number reported
via Suntrust Investment Services (CRD 17499 ↗)

Edge Corporate Finance LLC BrokerCheck CRD 144134 ↗		EDGAR ↗
Feb 28, 2011 D/A
CAFCO-VOYAGER GLOBAL FUND LP
File 021-97786
$0 (est.)$0$0 (est.)N/A no CRD number reported
via Kevin Dann and Partners, LLC (CRD 113591 ↗)
EDGAR ↗
Feb 28, 2011 D/A
VOYAGER PARTNERS L P
File 021-128061
$0 (est.)$0$0 (est.)N/A no CRD number reported
via C3 Capital LLC (CRD 119155 ↗)

N/A no CRD number reported
via 1st Bridgehouse Securities, LLC (CRD 44655 ↗)
EDGAR ↗
Feb 28, 2011 D/A
VOYAGER SPECIALISTS LP
File 021-128062
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 28, 2011 D/A
Voyager Partners Offshore, Ltd.
File 021-139097
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 9, 2011 D/A
Voyager Global Absolute Return Fund, Ltd.
File 021-127947
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is entitled to receive an annual management fee equal to a specified percentage of assets under management.
Credit-Suisse Securities LLC BrokerCheck CRD 816 ↗
Edge Corporate Finance LLC BrokerCheck CRD 144134 ↗		EDGAR ↗
Jun 8, 2010 D
VOYAGER GLOBAL SELECT FUND LP
File 021-143106
$0 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee equal to a specified percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Jun 8, 2010 D
Voyager Global Select Fund Ltd
File 021-143110
$0 (est.)$0$0 (est.)
The Investment Manager is entitled to receive an annual management fee equal to a specified percentage of assets under management.
Credit Suisse USA LLC BrokerCheck CRD 816 ↗EDGAR ↗
Mar 17, 2009 D/A
VOYAGER ADVANTAGE LTD
File 021-77727
$0 (est.)$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
N/A no CRD number reported
via Kevin Dann and Partners, LLC (CRD 113591 ↗)

N/A no CRD number reported
via C3 Capital LLC (CRD 119155 ↗)
EDGAR ↗
How this is counted

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

Counted across all 15 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 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Voyager 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. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); 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 covered). 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 covered — not 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, 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 ↗VG Voyager Global Absolute Return Insurance Fund, L.P.shared people, shared management entity, similar issuer namesLOS ANGELES, CAPooled Investment Fund11$11,635,712
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2018
EDGAR ↗VG Voyager Global Master Fund, L.P.shared people, shared management entity, similar issuer namesLOS ANGELES, CAPooled Investment Fund12$152,070,384
offering Indefinite · similar: $155,000–$5,250,000
110
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2019
EDGAR ↗VG Voyager Global Fund, Ltd.shared people, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund9$22,020,382
offering Indefinite · similar: $155,000–$5,250,000
16
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2017
EDGAR ↗VG Voyager Global Absolute Return Fund, Ltd.shared people, similar issuer namesTORTOLA, ROADTOWN, Virgin Islands, British (as filed: D8)Pooled Investment Fund5$39,578,22914No minimum reported2009–2013
EDGAR ↗VP VOYAGER PARTNERS L Pshared people, shared management entity, similar issuer namesLOS ANGELES, CAPooled Investment Fund14$246,847,033
offering Indefinite · similar: $155,000–$5,250,000
188
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2022
EDGAR ↗VI Voyager International Fund, LPshared people, same business address, similar issuer namesSANTA MONICA, CAPooled Investment Fund6$28,515,78744No minimum reported2009–2013
EDGAR ↗CV CAFCO-VOYAGER GLOBAL FUND LPshared people, same business addressSANTA MONICA, CAPooled Investment Fund9$29,500,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2017
EDGAR ↗VS VOYAGER SPECIALISTS LPshared people, shared management entity, similar issuer namesLOS ANGELES, CAPooled Investment Fund14$35,139,032
offering Indefinite · similar: $155,000–$5,250,000
106
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2022
EDGAR ↗VA VOYAGER ADVANTAGE LTDshared people, similar issuer namesGeorge Town, Grand Cayman, Cayman Islands (as filed: E9)Pooled Investment Fund1$20,579,67027$500,0002009–2009
EDGAR ↗VP Voyager Partners Offshore, Ltd.shared people, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund9$89,300,684
offering Indefinite · similar: $155,000–$5,250,000
42
similar: 4–27
$100,000
similar: $1,000–$100,000
2010–2018
EDGAR ↗VG VOYAGER GLOBAL SELECT FUND LPshared people, similar issuer namesLOS ANGELES, CAPooled Investment Fund8$23,236,618
offering Indefinite · similar: $155,000–$5,250,000
26
similar: 4–27
$250,000
similar: $1,000–$100,000
2010–2017
EDGAR ↗VG Voyager Global Select Fund Ltdshared people, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund8$28,102,751
offering Indefinite · similar: $155,000–$5,250,000
21
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2010–2017
EDGAR ↗IH IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSshared management entity, same business address, similar issuer namesLOS ANGELES, CAPooled Investment Fund10$37,500,000
offering Indefinite · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2026
EDGAR ↗IH IC Hedge Fund Series, L.P. - Series Asia Interestsshared management entity, same business address, similar issuer namesLOS ANGELES, CAPooled Investment Fund3$15,500,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗IH IC Hedge Fund Series, L.P. - Series Tiger Global 1 Interestsshared management entity, same business address, similar issuer namesLOS ANGELES, CAPooled Investment Fund5$14,550,000
offering Indefinite · similar: $155,000–$5,250,000
17
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2026

"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 ↗Mar 23, 2026IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSD/APooled Investment FundIndefinite$37,500,000
EDGAR ↗Mar 20, 2026IC Hedge Fund Series, L.P. - Series Tiger Global 1 InterestsD/APooled Investment FundIndefinite$14,550,000
EDGAR ↗Mar 20, 2025IC Hedge Fund Series, L.P. - Series Tiger Global 1 InterestsD/APooled Investment FundIndefinite$14,550,000
EDGAR ↗Mar 20, 2025IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSD/APooled Investment FundIndefinite$37,500,000
EDGAR ↗Mar 21, 2024IC Hedge Fund Series, L.P. - Series Tiger Global 1 InterestsD/APooled Investment FundIndefinite$14,550,000
EDGAR ↗Mar 20, 2024IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSD/APooled Investment FundIndefinite$37,500,000
EDGAR ↗Aug 8, 2023IC Hedge Fund Series, L.P. - Series Asia InterestsD/APooled Investment FundIndefinite$15,500,000
EDGAR ↗Mar 23, 2023IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSD/APooled Investment FundIndefinite$37,500,000
EDGAR ↗Mar 23, 2023IC Hedge Fund Series, L.P. - Series Tiger Global 1 InterestsD/APooled Investment FundIndefinite$14,550,000
EDGAR ↗Aug 9, 2022IC Hedge Fund Series, L.P. - Series Asia InterestsD/APooled Investment FundIndefinite$15,500,000
EDGAR ↗Mar 31, 2022IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSD/APooled Investment FundIndefinite$37,500,000
EDGAR ↗Mar 29, 2022IC Hedge Fund Series, L.P. - Series Tiger Global 1 InterestsDPooled Investment FundIndefinite$14,550,000
EDGAR ↗Feb 11, 2022VOYAGER PARTNERS L PD/APooled Investment FundIndefinite$123,077,173
EDGAR ↗Feb 11, 2022VOYAGER SPECIALISTS LPD/APooled Investment FundIndefinite$31,310,209
EDGAR ↗Aug 12, 2021IC Hedge Fund Series, L.P. - Series Asia InterestsDPooled Investment FundIndefinite$15,000,000
EDGAR ↗Mar 31, 2021IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSD/APooled Investment FundIndefinite$37,500,000
EDGAR ↗Feb 12, 2021VOYAGER PARTNERS L PD/APooled Investment FundIndefinite$157,534,646
EDGAR ↗Feb 12, 2021VOYAGER SPECIALISTS LPD/APooled Investment FundIndefinite$30,810,209
EDGAR ↗Mar 31, 2020IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSD/APooled Investment FundIndefinite$36,500,000
EDGAR ↗Feb 14, 2020VOYAGER PARTNERS L PD/APooled Investment FundIndefinite$157,534,646
EDGAR ↗Feb 14, 2020VOYAGER SPECIALISTS LPD/APooled Investment FundIndefinite$30,810,209
EDGAR ↗Apr 10, 2019IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSD/APooled Investment FundIndefinite$36,500,000
EDGAR ↗Feb 15, 2019Voyager Global Master Fund, L.P.D/APooled Investment FundIndefinite$15,540,222
EDGAR ↗Feb 15, 2019VOYAGER SPECIALISTS LPD/APooled Investment FundIndefinite$34,920,809
EDGAR ↗Feb 15, 2019VOYAGER PARTNERS L PD/APooled Investment FundIndefinite$163,596,371
EDGAR ↗Apr 10, 2018IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSD/APooled Investment FundIndefinite$33,500,000
EDGAR ↗Feb 16, 2018Voyager Global Absolute Return Insurance Fund, L.P.D/APooled Investment FundIndefinite$2,884,816
EDGAR ↗Feb 16, 2018Voyager Global Master Fund, L.P.D/APooled Investment FundIndefinite$15,540,222
EDGAR ↗Feb 16, 2018VOYAGER SPECIALISTS LPD/APooled Investment FundIndefinite$34,920,809
EDGAR ↗Feb 16, 2018Voyager Partners Offshore, Ltd.D/APooled Investment FundIndefinite$85,930,741
EDGAR ↗Feb 16, 2018VOYAGER PARTNERS L PD/APooled Investment FundIndefinite$163,596,371
EDGAR ↗Apr 10, 2017IC HEDGE FUND SERIES, L.P. / SERIES BALANCED INTERESTSDPooled Investment FundIndefinite$26,500,000
EDGAR ↗Feb 17, 2017Voyager Global Select Fund LtdDPooled Investment FundIndefinite$0
EDGAR ↗Feb 17, 2017VOYAGER GLOBAL SELECT FUND LPDPooled Investment FundIndefinite$6,295,004
EDGAR ↗Feb 17, 2017Voyager Partners Offshore, Ltd.DPooled Investment FundIndefinite$85,930,741
EDGAR ↗Feb 17, 2017VOYAGER SPECIALISTS LPDPooled Investment FundIndefinite$34,920,809
EDGAR ↗Feb 17, 2017CAFCO-VOYAGER GLOBAL FUND LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 17, 2017Voyager Global Fund, Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 17, 2017Voyager Global Absolute Return Insurance Fund, L.P.DPooled Investment FundIndefinite$2,884,816
EDGAR ↗Feb 17, 2017Voyager Global Master Fund, L.P.DPooled Investment FundIndefinite$15,540,222
EDGAR ↗Feb 17, 2017VOYAGER PARTNERS L PD/APooled Investment FundIndefinite$163,596,371
EDGAR ↗Mar 4, 2016Voyager Global Select Fund LtdDPooled Investment FundIndefinite$2,924,332
EDGAR ↗Mar 4, 2016VOYAGER GLOBAL SELECT FUND LPDPooled Investment FundIndefinite$17,375,451
EDGAR ↗Mar 4, 2016Voyager Partners Offshore, Ltd.DPooled Investment FundIndefinite$89,300,684
EDGAR ↗Mar 4, 2016CAFCO-VOYAGER GLOBAL FUND LPDPooled Investment Fund$111,177$111,177
EDGAR ↗Mar 4, 2016Voyager Global Fund, Ltd.DPooled Investment FundIndefinite$2,436,224
EDGAR ↗Mar 4, 2016Voyager Global Absolute Return Insurance Fund, L.P.DPooled Investment FundIndefinite$3,527,457
EDGAR ↗Mar 4, 2016Voyager Global Master Fund, L.P.DPooled Investment FundIndefinite$31,736,027
EDGAR ↗Mar 4, 2016VOYAGER SPECIALISTS LPDPooled Investment FundIndefinite$35,139,032
EDGAR ↗Mar 4, 2016VOYAGER PARTNERS L PDPooled Investment FundIndefinite$230,255,420
EDGAR ↗Feb 23, 2015Voyager Global Select Fund LtdDPooled Investment FundIndefinite$2,979,456
EDGAR ↗Feb 23, 2015VOYAGER GLOBAL SELECT FUND LPDPooled Investment FundIndefinite$18,594,601
EDGAR ↗Feb 23, 2015CAFCO-VOYAGER GLOBAL FUND LPDPooled Investment Fund$215,293$215,293
EDGAR ↗Feb 23, 2015Voyager Global Fund, Ltd.DPooled Investment FundIndefinite$14,136,692
EDGAR ↗Feb 23, 2015Voyager Global Absolute Return Insurance Fund, L.P.DPooled Investment FundIndefinite$5,951,845
EDGAR ↗Feb 23, 2015Voyager Global Master Fund, L.P.DPooled Investment FundIndefinite$52,636,186
EDGAR ↗Feb 23, 2015VOYAGER SPECIALISTS LPDPooled Investment FundIndefinite$32,262,923
EDGAR ↗Feb 23, 2015VOYAGER PARTNERS L PDPooled Investment FundIndefinite$246,847,033
EDGAR ↗Feb 20, 2015Voyager Partners Offshore, Ltd.DPooled Investment FundIndefinite$87,397,463
EDGAR ↗Mar 7, 2014Voyager Global Select Fund LtdDPooled Investment FundIndefinite$14,430,565
EDGAR ↗Mar 7, 2014VOYAGER GLOBAL SELECT FUND LPDPooled Investment FundIndefinite$23,236,618
EDGAR ↗Mar 7, 2014Voyager Partners Offshore, Ltd.DPooled Investment FundIndefinite$48,589,313
EDGAR ↗Mar 7, 2014Voyager Global Absolute Return Insurance Fund, L.P.DPooled Investment FundIndefinite$7,292,290
EDGAR ↗Mar 7, 2014CAFCO-VOYAGER GLOBAL FUND LPDPooled Investment Fund$234,212$234,212
EDGAR ↗Mar 7, 2014Voyager Global Fund, Ltd.DPooled Investment FundIndefinite$22,020,382
EDGAR ↗Mar 7, 2014Voyager Global Master Fund, L.P.DPooled Investment FundIndefinite$66,080,583
EDGAR ↗Mar 7, 2014VOYAGER SPECIALISTS LPDPooled Investment FundIndefinite$29,338,998
EDGAR ↗Mar 7, 2014VOYAGER PARTNERS L PDPooled Investment FundIndefinite$228,290,552
EDGAR ↗Apr 2, 2013Voyager Global Absolute Return Fund, Ltd.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 2, 2013Voyager International Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 2, 2013VOYAGER SPECIALISTS LPDPooled Investment FundIndefinite$24,522,178
EDGAR ↗Apr 2, 2013Voyager Partners Offshore, Ltd.DPooled Investment FundIndefinite$15,150,280
EDGAR ↗Apr 1, 2013Voyager Global Select Fund LtdDPooled Investment FundIndefinite$12,959,803
EDGAR ↗Apr 1, 2013VOYAGER PARTNERS L PDPooled Investment FundIndefinite$142,373,253
EDGAR ↗Apr 1, 2013VOYAGER GLOBAL SELECT FUND LPDPooled Investment FundIndefinite$9,452,712
EDGAR ↗Apr 1, 2013Voyager Global Master Fund, L.P.DPooled Investment FundIndefinite$72,247,423
EDGAR ↗Apr 1, 2013CAFCO-VOYAGER GLOBAL FUND LPDPooled Investment FundIndefinite$5,368,212
EDGAR ↗Apr 1, 2013Voyager Global Fund, Ltd.DPooled Investment FundIndefinite$18,586,777
EDGAR ↗Apr 1, 2013Voyager Global Absolute Return Insurance Fund, L.P.DPooled Investment FundIndefinite$7,289,877
EDGAR ↗Mar 2, 2012Voyager Partners Offshore, Ltd.DPooled Investment FundIndefinite$8,822,616
EDGAR ↗Mar 2, 2012Voyager Global Absolute Return Fund, Ltd.DPooled Investment FundIndefinite$39,016,970
EDGAR ↗Mar 2, 2012CAFCO-VOYAGER GLOBAL FUND LPDPooled Investment FundIndefinite$29,500,000
EDGAR ↗Mar 2, 2012Voyager Global Fund, Ltd.DPooled Investment FundIndefinite$17,290,490
EDGAR ↗Mar 2, 2012Voyager Global Absolute Return Insurance Fund, L.P.DPooled Investment FundIndefinite$11,635,712
EDGAR ↗Mar 2, 2012Voyager Global Master Fund, L.P.DPooled Investment FundIndefinite$152,070,384
EDGAR ↗Mar 2, 2012VOYAGER SPECIALISTS LPDPooled Investment FundIndefinite$20,022,442
EDGAR ↗Mar 2, 2012VOYAGER PARTNERS L PDPooled Investment FundIndefinite$127,997,692
EDGAR ↗Feb 23, 2012Voyager Global Select Fund LtdDPooled Investment FundIndefinite$28,102,751
EDGAR ↗Feb 23, 2012VOYAGER GLOBAL SELECT FUND LPDPooled Investment FundIndefinite$18,847,750
EDGAR ↗Feb 23, 2012Voyager International Fund, LPDPooled Investment FundIndefinite$22,712,517
EDGAR ↗Jul 22, 2011VOYAGER GLOBAL SELECT FUND LPDPooled Investment FundIndefinite$18,000,000
EDGAR ↗Jul 22, 2011Voyager International Fund, LPD/APooled Investment FundIndefinite$17,484,468
EDGAR ↗Jun 7, 2011Voyager Global Select Fund LtdDPooled Investment FundIndefinite$28,000,000
EDGAR ↗May 13, 2011Voyager Global Absolute Return Insurance Fund, L.P.D/APooled Investment FundIndefinite$916,954
EDGAR ↗May 13, 2011Voyager Global Master Fund, L.P.D/APooled Investment FundIndefinite$141,313,004
EDGAR ↗Mar 3, 2011Voyager Global Master Fund, L.P.D/APooled Investment FundIndefinite$141,313,004
EDGAR ↗Mar 3, 2011Voyager Global Fund, Ltd.D/APooled Investment FundIndefinite$16,293,000
EDGAR ↗Mar 1, 2011Voyager Global Absolute Return Insurance Fund, L.P.D/APooled Investment FundIndefinite$916,954
EDGAR ↗Feb 28, 2011VOYAGER SPECIALISTS LPD/APooled Investment FundIndefinite$20,022,442
EDGAR ↗Feb 28, 2011Voyager Partners Offshore, Ltd.D/APooled Investment FundIndefinite$5,425,751
EDGAR ↗Feb 28, 2011VOYAGER PARTNERS L PD/APooled Investment FundIndefinite$88,706,786
EDGAR ↗Feb 28, 2011CAFCO-VOYAGER GLOBAL FUND LPD/APooled Investment FundIndefinite$25,525,000
EDGAR ↗Feb 9, 2011Voyager Global Absolute Return Fund, Ltd.D/APooled Investment FundIndefinite$16,362,000
EDGAR ↗Jul 13, 2010Voyager International Fund, LPD/APooled Investment FundIndefinite$28,515,787
EDGAR ↗Jun 8, 2010Voyager Global Select Fund LtdDPooled Investment FundIndefinite$360,000
EDGAR ↗Jun 8, 2010VOYAGER GLOBAL SELECT FUND LPDPooled Investment FundIndefinite$360,000
EDGAR ↗Mar 9, 2010Voyager Global Absolute Return Fund, Ltd.D/APooled Investment FundIndefinite$16,112,000
EDGAR ↗Mar 5, 2010Voyager Global Fund, Ltd.D/APooled Investment FundIndefinite$14,000,000
EDGAR ↗Mar 5, 2010Voyager Global Absolute Return Insurance Fund, L.P.D/APooled Investment FundIndefinite$8,000,000
EDGAR ↗Mar 5, 2010Voyager Global Master Fund, L.P.D/APooled Investment FundIndefinite$130,000,000
EDGAR ↗Feb 26, 2010Voyager Partners Offshore, Ltd.DPooled Investment FundIndefinite$5,425,751
EDGAR ↗Feb 26, 2010VOYAGER SPECIALISTS LPD/APooled Investment FundIndefinite$20,022,442
EDGAR ↗Feb 26, 2010VOYAGER PARTNERS L PD/APooled Investment FundIndefinite$85,706,786
EDGAR ↗Feb 26, 2010Voyager International Fund, LPD/APooled Investment FundIndefinite$28,515,787
EDGAR ↗Feb 26, 2010CAFCO-VOYAGER GLOBAL FUND LPD/APooled Investment FundIndefinite$25,525,000
EDGAR ↗Mar 17, 2009VOYAGER SPECIALISTS LPDPooled Investment FundIndefinite$20,022,442
EDGAR ↗Mar 17, 2009VOYAGER PARTNERS L PDPooled Investment FundIndefinite$82,806,786
EDGAR ↗Mar 17, 2009Voyager International Fund, LPD/APooled Investment FundIndefinite$28,515,787
EDGAR ↗Mar 17, 2009VOYAGER ADVANTAGE LTDD/APooled Investment FundIndefinite$20,579,670
EDGAR ↗Mar 17, 2009CAFCO-VOYAGER GLOBAL FUND LPD/APooled Investment FundIndefinite$25,525,000
EDGAR ↗Mar 16, 2009Voyager Global Absolute Return Fund, Ltd.DPooled Investment FundIndefinite$39,578,229
EDGAR ↗Mar 16, 2009Voyager Global Fund, Ltd.DPooled Investment FundIndefinite$11,966,972
EDGAR ↗Mar 16, 2009Voyager Global Master Fund, L.P.DPooled Investment FundIndefinite$119,216,963
EDGAR ↗Mar 12, 2009Voyager Global Absolute Return Insurance Fund, L.P.DPooled Investment FundIndefinite$7,974,014

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Mar 23, 2026. Industry history, as reported on each offering's latest filing: All 74 offerings reported: Pooled Investment Fund (2009–2022).

People across the group

NameRolesIssuers hereFirst → last listed
CK Christopher W. KnightExecutive Officer, Director12Mar 17, 2009 → Feb 16, 2018
LP Lyle S PoncherExecutive Officer, Director11Mar 17, 2009 → Feb 16, 2018
VM Voyager Management, L.L.C. entityExecutive Officer, Promoter8Apr 10, 2017 → Mar 23, 2026
EW Edward H WerthmanDirector, Executive Officer4Mar 12, 2009 → Mar 16, 2009
CM Craig F MagherDirector, Executive Officer4Mar 12, 2009 → Mar 16, 2009
IC Inverness Counsel, LLC entityExecutive Officer, Promoter3Apr 10, 2017 → Aug 8, 2023
CA Corient Advisors LLC entityExecutive Officer, Promoter2Mar 20, 2025 → Mar 23, 2026
C Corient entityExecutive Officer, Promoter2Mar 20, 2024 → Mar 21, 2024
VM Voyager Management GP, LLC entityExecutive Officer2Feb 16, 2018 → Feb 15, 2019
JC Jeffrey G ConyersDirector2Mar 16, 2009 → Mar 3, 2011
WH William E Huger IIIExecutive Officer2Mar 12, 2009 → Mar 16, 2009
BD Brian DesmondDirector1Mar 9, 2010 → Feb 9, 2011
PA Peter D. AndersonDirector1Mar 17, 2009 → Mar 17, 2009
WW William E.J. WalmsleyDirector1Mar 17, 2009 → Mar 17, 2009
JB Jason C BibbDirector1Mar 16, 2009 → Mar 16, 2009

Adviser registration (Form ADV)

VOYAGER MANAGEMENT, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jan 20, 2006 · SEC file 801-65229 · Main office: LOS ANGELES, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $208,552,957 as reported on Form ADV filed Feb 23, 2026 (Item 5.F(2)(c)) · 7 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.VOYAGERMGT.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Feb 23, 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 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

CORIENT (legal name: CORIENT PRIVATE WEALTH LP) — SEC-registered investment adviser · SEC registration status as reported: “Approved” since May 12, 2022 · SEC file 801-124978 · Main office: MIAMI, FL · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $165,252,436,553 as reported on Form ADV filed Aug 21, 2026 (Item 5.F(2)(c)) · 113,752 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/corientprivatewealth ↗

Item 11 disclosure questions as answered on Form ADV filed Aug 21, 2026: 2 of 24 answered “Yes”
  • Yes — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • Yes (1 disclosure reported) — 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)?”
  • Yes (1 disclosure reported) — 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 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(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 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 name, adviser's main office state (FL) differs from the Form D state (NY), issuer filed in CA · 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

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