PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:36 AM ET

Sponsor Check › Sponsor group

J

Jlp

One sponsor team, 9 deal companies · New York, NY

Grouped because: 11 shared people, 2 shared management entities, similar issuer names (8) (automatic match from the filings) · not the same sponsor?

9deal companies
$986.3Mreported sold
581investors
102Form D filings
2011–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 1, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:12 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jlp is a sponsor group of 9 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, shared principal (person on 60+ issuers) at the same address or management entity; automatic match from the filings), filing 102 Form D filings between May 2011 and Oct 2026.

What this means One team, 9 deal companies, about 15 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: $986.3M to 581 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (9). Issuers are based in NY (9).

What this means $986.3M raised across the group, about $1.7M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Jeffrey Peskind (9 issuers, executive officer and director), Robert Youree (9 issuers, executive officer), Andrew Cray (7 issuers, executive officer), Jeffrey Schultz (7 issuers, executive officer), Lance Friedler (7 issuers, executive officer) and 8 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 Oct 1, 2026.

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

Adviser registration (Form ADV) on record: PHOENIX INVESTMENT ADVISER LLC.

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) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 102 public filings for Jlp and found 8 differences, 3 worth asking the sponsor about: Amount sold went down between filings; 11 people are no longer listed on a later amendment; 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 Jlp has not run yet — it is joining a line of 19,152 names; searches run around the clock at the hosts' allowed rate. Searched so far: 31 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 — 9 of 9 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: 9 of 9 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: 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 Jlp..

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

None found so far — 9 of 9 issuers searched (federal bankruptcy courts (CourtListener / RECAP), last checked Oct 24, 2026)

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).. Searched so far: 9 of 9 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.

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.

8 differences found between the filings for Jlp — 3 worth asking about (compared the newest 50 of 102 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 4, 2022 – Oct 4, 2023

Amount sold went down between filings — JLP Credit Opportunity Cayman Fund Ltd

The Oct 4, 2022 filing says $106,600,000 sold; the Oct 4, 2023 Form D/A says $106,596,091 sold — $3,909 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) · Oct 4, 2022 ↗Form D/A (later) · Oct 4, 2023 ↗JLP Credit Opportunity Cayman Fund Ltd — PartnerFacts page ↗
Sources
Worth asking · Sep 28, 2017 – Sep 28, 2018

Amount sold went down between filings — JLP Partners Cayman Fund Ltd

The Sep 28, 2017 filing says $975,000 sold; the Sep 28, 2018 Form D/A says $950,000 sold — $25,000 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) · Sep 28, 2017 ↗Form D/A (later) · Sep 28, 2018 ↗JLP Partners Cayman Fund Ltd — PartnerFacts page ↗
Sources
Worth asking · Sep 28, 2018 – Oct 4, 2022

11 people are no longer listed on a later amendment

David Bree is no longer listed on the Oct 4, 2022 amendment — JLP Credit Opportunity Cayman Fund Ltd · Lance Friedler is no longer listed on the Oct 1, 2021 amendment — JLP Credit Opportunity Cayman Fund Ltd · Lance Friedler is no longer listed on the Oct 1, 2021 amendment — JLP Credit Opportunity Fund LP · Lance Friedler is no longer listed on the Nov 20, 2020 amendment — JLP Quantitative Market Neutral Fund LP · Michael Donoghue is no longer listed on the May 15, 2019 amendment — JLP Credit Opportunity Cayman Fund Ltd · and 6 more

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

Form D/A · Jan 27, 2022 ↗Form D/A · Oct 4, 2022 ↗David Bree — PartnerFacts page ↗JLP Credit Opportunity Cayman Fund Ltd — PartnerFacts page ↗
Sources
Note · Oct 1, 2009 – Jan 27, 2022

5 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 — JLP Quantitative Market Neutral Fund LP (latest filing Jan 27, 2022) · No amendment in the last 12 months on an offering that may still be open — JLP Institutional Credit Cayman Fund Ltd (latest filing Oct 1, 2019) · No amendment in the last 12 months on an offering that may still be open — JLP Partners Cayman Fund Ltd (latest filing Oct 1, 2019) · No amendment in the last 12 months on an offering that may still be open — JLP Institutional Credit Fund LP (latest filing Oct 1, 2019) · No amendment in the last 12 months on an offering that may still be open — JLP Partners Fund LP (latest filing Oct 1, 2019)

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 · Jan 27, 2022 ↗JLP Quantitative Market Neutral Fund LP — PartnerFacts page ↗Form D/A · Oct 1, 2019 ↗JLP Institutional Credit Cayman Fund Ltd — PartnerFacts page ↗
Sources
Note · Oct 1, 2019 – Oct 1, 2026

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

Address on file is a registered agent / shared office — JLP Balanced Alpha Cayman Fund Ltd · Address on file is a registered agent / shared office — JLP Balanced Alpha Fund LP · Address on file is a registered agent / shared office — JLP Credit Opportunity Cayman Fund Ltd · Address on file is a registered agent / shared office — JLP Credit Opportunity Fund LP · Address on file is a registered agent / shared office — JLP Quantitative Market Neutral Fund LP · and 4 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 · Oct 1, 2026 ↗JLP Balanced Alpha Cayman Fund Ltd — PartnerFacts page ↗Form D/A · Oct 1, 2026 ↗JLP Balanced Alpha Fund LP — PartnerFacts page ↗
Sources
Note · Oct 1, 2019 – Oct 1, 2026

Member companies were formed in 2 different states

Delaware (5), Cayman Islands (4) — out of 9 member issuers. The odd ones out: JLP Credit Opportunity Cayman Fund Ltd (Cayman Islands); JLP Partners Cayman Fund Ltd (Cayman Islands); JLP Institutional Credit Cayman Fund Ltd (Cayman Islands); JLP Balanced Alpha Cayman 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.

Jlp — sponsor group page ↗JLP Credit Opportunity Cayman Fund Ltd — PartnerFacts page ↗JLP Partners Cayman Fund Ltd — PartnerFacts page ↗JLP Institutional Credit Cayman Fund Ltd — PartnerFacts page ↗
Sources
Note · May 24, 2011 – Jan 27, 2022

Issuer used a different name before — JLP Quantitative Market Neutral Fund LP

SEC records list prior names for this filer: JLP Stressed Credit Fund LP. The current name on file is "JLP Quantitative Market Neutral Fund LP".

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 ↗JLP Quantitative Market Neutral Fund LP — PartnerFacts page ↗
Sources
Note · May 19, 2011 – Oct 1, 2019

Issuer used a different name before — JLP Institutional Credit Fund LP

SEC records list prior names for this filer: JLP Defensive Credit Fund LP. The current name on file is "JLP Institutional Credit Fund LP".

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 ↗JLP Institutional Credit Fund LP — 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 102 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 9 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 1, 2026 D/A
JLP Credit Opportunity Cayman Fund Ltd
File 021-160090
$0 (est.)$0 (est.)$0 (est.)
Phoenix Capital Management LLC and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Offering Memorandum.
None listed on this filingEDGAR ↗
Oct 1, 2026 D/A
JLP Credit Opportunity Fund LP
File 021-160227
$0 (est.)$0 (est.)$0 (est.)
Phoenix Capital Management LLC and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Offering Memorandum.
None listed on this filingEDGAR ↗
Oct 1, 2026 D/A
JLP Balanced Alpha Fund LP
File 021-445404
$0 (est.)$0 (est.)$0 (est.)
Phoenix Capital Management LLC and/or its affiliates will receive customary management fees and/or performance allocations as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Oct 1, 2026 D/A
JLP Balanced Alpha Cayman Fund Ltd
File 021-506809
$0 (est.)$0 (est.)$0 (est.)
Phoenix Investment Adviser LLC and/or its affiliates will receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Jan 27, 2022 D/A
JLP Quantitative Market Neutral Fund LP
File 021-160229
$0 (est.)$0 (est.)$0 (est.)
Phoenix Capital Management LLC and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Offering Memorandum.
None listed on this filingEDGAR ↗
Oct 1, 2019 D/A
JLP Institutional Credit Fund LP
File 021-160095
$0 (est.)$0 (est.)$0 (est.)
Phoenix Capital Management LLC and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Offering Memorandum.
None listed on this filingEDGAR ↗
Oct 1, 2019 D/A
JLP Partners Fund LP
File 021-160228
$0 (est.)$0 (est.)$0 (est.)
Phoenix Capital Management LLC and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Oct 1, 2019 D/A
JLP Partners Cayman Fund Ltd
File 021-161448
$0 (est.)$0 (est.)$0 (est.)
Phoenix Capital Management LLC and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Oct 1, 2019 D/A
JLP Institutional Credit Cayman Fund Ltd
File 021-181261
$0 (est.)$0 (est.)$0 (est.)
Phoenix Capital Management LLC and its affiliates receive customary management fees and/or performance allocations, as described in the Issuer's Confidential Private Placement Memorandum.
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 9 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 Jlp 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 ↗JI JLP Institutional Credit Fund LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund10$113,270,000
offering Indefinite · similar: $155,000–$5,250,000
65
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2011–2019
EDGAR ↗JC JLP Credit Opportunity Cayman Fund Ltdshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund18$106,796,091
offering Indefinite · similar: $155,000–$5,250,000
59
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2011–2026
EDGAR ↗JQ JLP Quantitative Market Neutral Fund LPshared people, shared management entityNEW YORK, NYPooled Investment Fund15$27,500,000
offering Indefinite · similar: $155,000–$5,250,000
83
similar: 4–27
$250,000
similar: $1,000–$100,000
2011–2022
EDGAR ↗JP JLP Partners Fund LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund10$40,740,000
offering Indefinite · similar: $155,000–$5,250,000
76
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2011–2019
EDGAR ↗JC JLP Credit Opportunity Fund LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund20$515,756,456
offering Indefinite · similar: $155,000–$5,250,000
228
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2011–2026
EDGAR ↗JP JLP Partners Cayman Fund Ltdshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund10$1,746,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2011–2019
EDGAR ↗JI JLP Institutional Credit Cayman Fund Ltdshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund9$125,050,000
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2012–2019
EDGAR ↗JB JLP Balanced Alpha Fund LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund6$54,540,759
offering Indefinite · similar: $155,000–$5,250,000
45
similar: 4–27
$500,000
similar: $1,000–$100,000
2022–2026
EDGAR ↗JB JLP Balanced Alpha Cayman Fund Ltdshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund4$851,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
$500,000
similar: $1,000–$100,000
2024–2026

"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 1, 2026JLP Balanced Alpha Cayman Fund LtdD/APooled Investment FundIndefinite$851,000
EDGAR ↗Oct 1, 2026JLP Balanced Alpha Fund LPD/APooled Investment FundIndefinite$54,540,759
EDGAR ↗Oct 1, 2026JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,796,091
EDGAR ↗Oct 1, 2026JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$515,756,456
EDGAR ↗Oct 1, 2025JLP Balanced Alpha Cayman Fund LtdD/APooled Investment FundIndefinite$750,000
EDGAR ↗Oct 1, 2025JLP Balanced Alpha Fund LPD/APooled Investment FundIndefinite$51,865,459
EDGAR ↗Oct 1, 2025JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,796,091
EDGAR ↗Oct 1, 2025JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$515,756,456
EDGAR ↗Mar 6, 2025JLP Balanced Alpha Cayman Fund LtdD/APooled Investment FundIndefinite$550,000
EDGAR ↗Oct 2, 2024JLP Balanced Alpha Fund LPD/APooled Investment FundIndefinite$25,725,429
EDGAR ↗Oct 2, 2024JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,596,091
EDGAR ↗Oct 2, 2024JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$508,900,000
EDGAR ↗Mar 6, 2024JLP Balanced Alpha Cayman Fund LtdDPooled Investment FundIndefinite$0
EDGAR ↗Oct 4, 2023JLP Balanced Alpha Fund LPD/APooled Investment FundIndefinite$14,955,506
EDGAR ↗Oct 4, 2023JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,596,091
EDGAR ↗Oct 4, 2023JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$507,474,967
EDGAR ↗Oct 4, 2022JLP Balanced Alpha Fund LPD/APooled Investment FundIndefinite$2,039,744
EDGAR ↗Oct 4, 2022JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,600,000
EDGAR ↗Oct 4, 2022JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$506,974,967
EDGAR ↗May 12, 2022JLP Balanced Alpha Fund LPDPooled Investment FundIndefinite$0
EDGAR ↗Jan 27, 2022JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,600,000
EDGAR ↗Jan 27, 2022JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$506,100,000
EDGAR ↗Jan 27, 2022JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$27,500,000
EDGAR ↗Oct 1, 2021JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,600,000
EDGAR ↗Oct 1, 2021JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$506,100,000
EDGAR ↗Oct 1, 2021JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$27,500,000
EDGAR ↗Nov 20, 2020JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$25,500,000
EDGAR ↗Oct 1, 2020JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,600,000
EDGAR ↗Oct 1, 2020JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$506,000,000
EDGAR ↗Oct 1, 2020JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$25,500,000
EDGAR ↗Oct 1, 2019JLP Institutional Credit Cayman Fund LtdD/APooled Investment FundIndefinite$125,050,000
EDGAR ↗Oct 1, 2019JLP Partners Cayman Fund LtdD/APooled Investment FundIndefinite$1,746,000
EDGAR ↗Oct 1, 2019JLP Institutional Credit Fund LPD/APooled Investment FundIndefinite$113,270,000
EDGAR ↗Oct 1, 2019JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,600,000
EDGAR ↗Oct 1, 2019JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$506,000,000
EDGAR ↗Oct 1, 2019JLP Partners Fund LPD/APooled Investment FundIndefinite$40,740,000
EDGAR ↗Oct 1, 2019JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$25,500,000
EDGAR ↗May 15, 2019JLP Institutional Credit Cayman Fund LtdD/APooled Investment FundIndefinite$124,800,000
EDGAR ↗May 15, 2019JLP Partners Cayman Fund LtdD/APooled Investment FundIndefinite$950,000
EDGAR ↗May 15, 2019JLP Institutional Credit Fund LPD/APooled Investment FundIndefinite$112,300,000
EDGAR ↗May 15, 2019JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,600,000
EDGAR ↗May 15, 2019JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$506,000,000
EDGAR ↗May 15, 2019JLP Partners Fund LPD/APooled Investment FundIndefinite$39,450,000
EDGAR ↗May 15, 2019JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$25,500,000
EDGAR ↗Sep 28, 2018JLP Institutional Credit Cayman Fund LtdD/APooled Investment FundIndefinite$124,800,000
EDGAR ↗Sep 28, 2018JLP Partners Cayman Fund LtdD/APooled Investment FundIndefinite$950,000
EDGAR ↗Sep 28, 2018JLP Institutional Credit Fund LPD/APooled Investment FundIndefinite$112,300,000
EDGAR ↗Sep 28, 2018JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,600,000
EDGAR ↗Sep 28, 2018JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$506,000,000
EDGAR ↗Sep 28, 2018JLP Partners Fund LPD/APooled Investment FundIndefinite$39,450,000
EDGAR ↗Sep 28, 2018JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$25,500,000
EDGAR ↗Sep 28, 2017JLP Institutional Credit Cayman Fund LtdD/APooled Investment FundIndefinite$122,700,000
EDGAR ↗Sep 28, 2017JLP Partners Cayman Fund LtdD/APooled Investment FundIndefinite$975,000
EDGAR ↗Sep 28, 2017JLP Institutional Credit Fund LPD/APooled Investment FundIndefinite$79,800,000
EDGAR ↗Sep 28, 2017JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$106,300,000
EDGAR ↗Sep 28, 2017JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$504,000,000
EDGAR ↗Sep 28, 2017JLP Partners Fund LPD/APooled Investment FundIndefinite$39,420,000
EDGAR ↗Sep 28, 2017JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$25,400,000
EDGAR ↗Sep 28, 2016JLP Institutional Credit Cayman Fund LtdD/APooled Investment FundIndefinite$122,700,000
EDGAR ↗Sep 28, 2016JLP Partners Cayman Fund LtdD/APooled Investment FundIndefinite$950,000
EDGAR ↗Sep 28, 2016JLP Institutional Credit Fund LPD/APooled Investment FundIndefinite$75,500,000
EDGAR ↗Sep 28, 2016JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$102,400,000
EDGAR ↗Sep 28, 2016JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$485,000,000
EDGAR ↗Sep 28, 2016JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$485,000,000
EDGAR ↗Sep 28, 2016JLP Partners Fund LPD/APooled Investment FundIndefinite$32,900,000
EDGAR ↗Sep 28, 2016JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$24,500,000
EDGAR ↗Sep 29, 2015JLP Institutional Credit Cayman Fund LtdD/APooled Investment FundIndefinite$117,000,000
EDGAR ↗Sep 29, 2015JLP Partners Cayman Fund LtdD/APooled Investment FundIndefinite$700,000
EDGAR ↗Sep 29, 2015JLP Institutional Credit Fund LPD/APooled Investment FundIndefinite$73,000,000
EDGAR ↗Sep 29, 2015JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$96,100,000
EDGAR ↗Sep 29, 2015JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$435,000,000
EDGAR ↗Sep 29, 2015JLP Partners Fund LPD/APooled Investment FundIndefinite$29,600,000
EDGAR ↗Sep 29, 2015JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$24,500,000
EDGAR ↗Sep 30, 2014JLP Institutional Credit Cayman Fund LtdD/APooled Investment FundIndefinite$106,850,000
EDGAR ↗Sep 30, 2014JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$83,800,000
EDGAR ↗Sep 30, 2014JLP Partners Cayman Fund LtdD/APooled Investment FundIndefinite$200,000
EDGAR ↗Sep 30, 2014JLP Institutional Credit Fund LPD/APooled Investment FundIndefinite$70,200,000
EDGAR ↗Sep 30, 2014JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$361,000,000
EDGAR ↗Sep 30, 2014JLP Partners Fund LPD/APooled Investment FundIndefinite$28,500,000
EDGAR ↗Sep 30, 2014JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$24,520,000
EDGAR ↗Oct 1, 2013JLP Partners Fund LPD/APooled Investment FundIndefinite$19,500,000
EDGAR ↗Oct 1, 2013JLP Partners Cayman Fund LtdD/APooled Investment FundIndefinite$100,000
EDGAR ↗Oct 1, 2013JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$22,450,000
EDGAR ↗Oct 1, 2013JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$295,000,000
EDGAR ↗Oct 1, 2013JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$61,100,000
EDGAR ↗Oct 1, 2013JLP Institutional Credit Cayman Fund LtdD/APooled Investment FundIndefinite$2,000,000
EDGAR ↗Oct 1, 2013JLP Institutional Credit Fund LPD/APooled Investment FundIndefinite$33,600,000
EDGAR ↗Jul 16, 2012JLP Institutional Credit Cayman Fund LtdDPooled Investment FundIndefinite$317,476
EDGAR ↗May 25, 2012JLP Credit Opportunity Cayman Fund LtdD/APooled Investment FundIndefinite$57,000,000
EDGAR ↗May 25, 2012JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$266,000,000
EDGAR ↗May 25, 2012JLP Partners Fund LPD/APooled Investment FundIndefinite$17,300,000
EDGAR ↗May 25, 2012JLP Partners Cayman Fund LtdD/APooled Investment FundIndefinite$100,000
EDGAR ↗May 25, 2012JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$21,400,000
EDGAR ↗May 25, 2012JLP Institutional Credit Fund LPD/APooled Investment FundIndefinite$5,000,000
EDGAR ↗Oct 14, 2011JLP Credit Opportunity Fund LPD/APooled Investment FundIndefinite$224,000,000
EDGAR ↗Jun 17, 2011JLP Partners Cayman Fund LtdDPooled Investment FundIndefinite$0
EDGAR ↗Jun 15, 2011JLP Quantitative Market Neutral Fund LPD/APooled Investment FundIndefinite$21,600,000
EDGAR ↗May 24, 2011JLP Quantitative Market Neutral Fund LPDPooled Investment FundIndefinite$21,300,000
EDGAR ↗May 24, 2011JLP Partners Fund LPDPooled Investment FundIndefinite$14,800,000
EDGAR ↗May 24, 2011JLP Credit Opportunity Fund LPDPooled Investment FundIndefinite$217,000,000
EDGAR ↗May 19, 2011JLP Institutional Credit Fund LPDPooled Investment FundIndefinite$3,400,000
EDGAR ↗May 19, 2011JLP Credit Opportunity Cayman Fund LtdDPooled Investment FundIndefinite$7,800,000

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 Oct 1, 2026. Industry history, as reported on each offering's latest filing: All 9 offerings reported: Pooled Investment Fund (2011–2024).

People across the group

NameRolesIssuers hereFirst → last listed
RY Robert YoureeExecutive Officer9May 19, 2011 → Oct 1, 2026
JP Jeffrey PeskindExecutive Officer, Director9May 19, 2011 → Oct 1, 2026
LF Lance FriedlerExecutive Officer7Sep 28, 2016 → Oct 1, 2020
MD Michael DonoghueExecutive Officer7May 19, 2011 → Sep 28, 2018
JS Jeffrey SchultzExecutive Officer7Oct 1, 2013 → Sep 29, 2015
AC Andrew CrayExecutive Officer7May 19, 2011 → Oct 1, 2013
TD Tyler DefibaughExecutive Officer5Nov 20, 2020 → Oct 1, 2026
PC Phoenix Capital Management LLC entityPromoter5May 19, 2011 → Oct 1, 2026
PM Paras MaldeDirector4Sep 28, 2016 → Oct 1, 2026
PI Phoenix Investment Adviser LLC entityPromoter4May 19, 2011 → Oct 1, 2026
DB David BreeDirector3May 19, 2011 → Jan 27, 2022
AG Aldo GhislettaDirector3May 19, 2011 → Sep 29, 2015
JK James KattanDirector2Oct 4, 2022 → Oct 1, 2026

Adviser registration (Form ADV)

PHOENIX INVESTMENT ADVISER LLC — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Mar 17, 2021 · SEC file 802-120826 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

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

Item 11 disclosure questions as answered on Form ADV filed Mar 27, 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, same state (NY) · Form ADV data: SEC Investment Adviser Information Report (exempt reporting 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

No Meta Pixel ids or Facebook / Instagram page links on file for Jlp as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Public profiles and social

No website or social profile named in Jlp's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #896 of 374,652 in line (48 issuers searched so far). One-tap searches: Look further ↓

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