PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:30 AM ET

Sponsor Check › Sponsor group

K

Kelso

One sponsor team, 71 deal companies · New York, NY

Grouped because: 50 shared people, 9 shared management entities, same business address (30 issuers), similar issuer names (53) (automatic match from the filings) · not the same sponsor?

71deal companies
$10.1Breported sold
1,798investors
153Form D filings
2010–2026active
5new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 14, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Kelso is a sponsor group of 71 issuers that PartnerFacts links to one sponsor (shared people, same business address, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, same person name on both filings; automatic match from the filings), filing 153 Form D filings between Sep 2010 and Oct 2026.

What this means One team, 71 deal companies, about 16 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: $10.1B to 1,798 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (42), "Other" (21), Other Energy (3), Other Technology (2) and 3 more. Issuers are based in NY (59), TX (5), IL (2), GA (1) and 4 more.

What this means $10.1B raised across the group, about $5.62M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Howard A. Matlin (54 issuers, executive officer and director), James J. Connors, II (50 issuers, executive officer and director), Frank J. Loverro (45 issuers, executive officer and director), Henry Mannix III (45 issuers, executive officer and director), Philip E. Berney (45 issuers, executive officer and director) and 180 more.

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

Activity: 5 new offerings in the last 12 months; latest filing Oct 14, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 35 court cases matching the name, 3 bankruptcy cases matching the name listed in Key records below.

What this means 38 records came back, including 4 court cases still open — open cases can take years and cost money. 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 153 public filings for Kelso and found 20 differences, 2 worth asking the sponsor about: Investor count went down between filings; 10 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 Kelso has not run yet — it is joining a line of 55,326 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

35 cases: 4 open, 15 closed (disposition not in docket feed), 3 judgment, 13 dismissed

Jessica Argueta v. Eagle Family Foods Group LLC open
District Court, C.D. California · No. 2:26-cv-03822 · Filed Apr 10, 2026
Role of Jessica Argueta v. Eagle Family Foods Group LLC: 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 CA (not the issuer's state)
Most v. Eagle Family Foods Group, LLC open
District Court, N.D. Illinois · No. 1:25-cv-15136 · Filed Dec 12, 2025
Role of Most v. Eagle Family Foods Group, LLC: 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 IL (not the issuer's state)
Buckeye Partners, L.P. v. Starr Indemnity & Liability Company open
District Court, S.D. Texas · No. 4:25-cv-04277 · Filed Sep 9, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Buckeye Partners, L.P.: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (TX)
Daniels v. Eagle Family Foods Group LLC closed
District Court, E.D. California · No. 2:25-cv-00616 · Filed Feb 21, 2025 · Closed Jul 17, 2025 · Nature of suit: 370 Other Fraud · Cause: 28:1332 Diversity-Fraud
Role of Daniels v. Eagle Family Foods Group LLC: Party · Outcome: Terminated 2025-07-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Ortiz II v. Eagle Family Foods Group LLC closed
District Court, S.D. New York · No. 1:24-cv-09861 · Filed Dec 20, 2024 · Closed Apr 2, 2025 · Nature of suit: 385 Prop. Damage Prod. Liability · Cause: 28:1332 Diversity Action
Role of Ortiz II v. Eagle Family Foods Group LLC: Party · Outcome: Terminated 2025-04-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
Buckeye Partners, L.P. v. Starr Indemnity & Liability Company closed
District Court, S.D. Texas · No. 4:24-cv-03823 · Filed Oct 8, 2024 · Closed Aug 26, 2025
Role of Buckeye Partners, L.P.: Plaintiff · Outcome: Terminated 2025-08-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (TX)
GIBSON v. EAGLE FAMILY FOODS GROUP LLC closed
District Court, S.D. Indiana · No. 1:22-cv-02147 · Filed Nov 4, 2022 · Closed Sep 8, 2023 · Nature of suit: 370 Other Fraud · Cause: 28:1332 Diversity-Fraud
Role of GIBSON v. EAGLE FAMILY FOODS GROUP LLC: Party · Outcome: Terminated 2023-09-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
APPLEGATE v. BUCKEYE PARTNERS, L.P. closed
District Court, W.D. Pennsylvania · No. 2:21-cv-00791 · Filed Jun 16, 2021 · Closed Dec 2, 2021
Role of BUCKEYE PARTNERS, L.P.: Defendant · Outcome: Terminated 2021-12-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
Gates v. Eagle Family Foods Group, LLC closed
District Court, N.D. Illinois · No. 1:20-cv-06525 · Filed Nov 3, 2020 · Closed Mar 25, 2022 · Nature of suit: 360 P.I.: Other · Cause: 28:1332 Diversity-(Citizenship)
Role of Gates v. Eagle Family Foods Group, LLC: Party · Outcome: Terminated 2022-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Buckeye Partners, L.P. v. J2 Resources, LLC<b><font color="red">Case remanded to the 55th Judicial District Court of Harris County, Texas).</font></b> closed
District Court, S.D. Texas · No. 4:20-cv-03131 · Filed Sep 8, 2020 · Closed Sep 29, 2020
Role of Buckeye Partners, L.P.: Plaintiff · Outcome: Terminated 2020-09-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (TX)
Ingalls v. Buckeye Partners, L.P closed
District Court, D. Delaware · No. 1:20-cv-00960 · Filed Jul 17, 2020 · Closed Jun 2, 2021 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P: Defendant · Outcome: Terminated 2021-06-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state)
900 Broadway KC Development Company LLC v. Oak Holdings, LLC judgment
District Court, W.D. Missouri · No. 4:20-cv-00461 · Filed Jun 10, 2020 · Closed Feb 22, 2021 · Nature of suit: Real Property: Other · Cause: 28:1332 Diversity-Other Contract
Role of Oak Holdings, LLC: Defendant · Outcome: Terminated 2021-02-22 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MO (not the issuer's state)
Vines v. Wyatt Energy Resources, LLC dismissed
District Court, S.D. Mississippi · No. 5:20-cv-00115 · Filed Apr 23, 2020 · Closed Apr 2, 2021 · Nature of suit: Contract: Other · Cause: 28:1441 Notice of Removal-Breach of Contract
Role of Vines v. Wyatt Energy Resources, LLC: Party · Outcome: Terminated 2021-04-02 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
company name words appear in the caption; court in MS (not the issuer's state)
Wyatt Energy, LLC v. Vines closed
District Court, S.D. Texas · No. 4:20-cv-01094 · Filed Mar 27, 2020 · Closed Jul 20, 2021 · Nature of suit: 190 Other contract actions
Role of Wyatt Energy, LLC v. Vines: Party · Outcome: Terminated 2021-07-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
Wyatt Energy Resources, LLC v. Vines dismissed
District Court, S.D. Texas · No. 4:19-cv-04823 · Filed Dec 11, 2019 · Closed Mar 27, 2020 · Nature of suit: 190 Other contract actions
Role of Wyatt Energy Resources, LLC v. Vines: Party · Outcome: Terminated 2020-03-27 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (TX)
McManus v. Buckeye Partners, L.P. dismissed
District Court, S.D. Texas · No. 4:19-cv-02644 · Filed Jul 19, 2019 · Closed Aug 28, 2019 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-08-28 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (TX)
Luers v. Buckeye Partners, L.P. dismissed
District Court, S.D. Texas · No. 4:19-cv-02647 · Filed Jul 19, 2019 · Closed Dec 30, 2019 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-12-30 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (TX)
Greer v. Buckeye Partners, L.P. dismissed
District Court, S.D. Texas · No. 4:19-cv-02648 · Filed Jul 19, 2019 · Closed Aug 27, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-08-27 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (TX)
Ingalls v. Buckeye Partners, L.P closed
District Court, S.D. New York · No. 1:19-cv-06098 · Filed Jun 28, 2019 · Closed Jul 18, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P: Defendant · Outcome: Terminated 2019-07-18 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state)
Riss v. Buckeye Partners, L.P. dismissed
District Court, D. Delaware · No. 1:19-cv-01241 · Filed Jun 28, 2019 · Closed Sep 11, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-09-11 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state)
Weston v. Buckeye Partners, L.P. dismissed
District Court, D. Delaware · No. 1:19-cv-01208 · Filed Jun 26, 2019 · Closed Dec 27, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-12-27 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state)
McManus v. Buckeye Partners, L.P. closed
District Court, S.D. New York · No. 1:19-cv-06000 · Filed Jun 26, 2019 · Closed Jul 18, 2019 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-07-18 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state)
Luers v. Buckeye Partners, L.P. closed
District Court, S.D. New York · No. 1:19-cv-05767 · Filed Jun 20, 2019 · Closed Jul 18, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-07-18 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state)
Greer v. Buckeye Partners, L.P. closed
District Court, S.D. New York · No. 1:19-cv-05741 · Filed Jun 19, 2019 · Closed Jul 18, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-07-18 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state)
Kent v. Buckeye Partners, L.P. dismissed
District Court, D. Delaware · No. 1:19-cv-01128 · Filed Jun 18, 2019 · Closed Sep 5, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-09-05 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state)
Curtis v. Buckeye Partners, L.P. dismissed
District Court, S.D. Texas · No. 4:19-cv-02147 · Filed Jun 13, 2019 · Closed Oct 3, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 28:1331 Fed. Question
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-10-03 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (TX)
Honeywell International Inc. v. Buckeye Partners, L.P. open
District Court, N.D. New York · No. 5:18-cv-00646 · Filed Jun 1, 2018 · Nature of suit: 893 Environmental Matters · Cause: 42:9601 - Cause of Action Arising under CERCLA
Role of Buckeye Partners, L.P.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state)
P&T II Contracting Corp. v. Buckeye Partners, L.P. dismissed
District Court, E.D. New York · No. 1:18-cv-01288 · Filed Feb 28, 2018 · Closed Sep 14, 2018 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2018-09-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state)
In Re: Roadhouse Holding Inc. dismissed
District Court, D. Delaware · No. 1:17-cv-00731 · Filed Jun 13, 2017 · Closed Mar 22, 2018 · Nature of suit: 422 Bankruptcy Appeal (801) · Cause: 28:0158 Bankruptcy Appeal from Judgment/Order
Role of Roadhouse Holding Inc.: Party · Outcome: Terminated 2018-03-22 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state)
Buckeye Partners, L.P. v. Zurich American Insurance Company closed
District Court, S.D. Texas · No. 4:16-cv-02379 · Filed Aug 8, 2016 · Closed May 24, 2017
Role of Buckeye Partners, L.P.: Plaintiff · Outcome: Terminated 2017-05-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (TX)
ADAMS v. BUCKEYE PARTNERS, LP dismissed
District Court, E.D. Pennsylvania · No. 5:08-cv-05417 · Filed Nov 17, 2008 · Closed Jan 13, 2010 · Nature of suit: Other Statutes: Anti-Trust · Cause: 15:1 Antitrust Litigation
Role of BUCKEYE PARTNERS, LP: Defendant · Outcome: Terminated 2010-01-13 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
Madigan v. Buckeye Partners LP judgment
District Court, C.D. Illinois · No. 2:07-cv-02052 · Filed Mar 6, 2007 · Closed Oct 7, 2009 · Nature of suit: 893 Environmental matters
Role of Buckeye Partners LP: Defendant · Outcome: Terminated 2009-10-07 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state)
ISCRHWF v. Kelso Co judgment matched at sponsor-group level (Kelso)
District Court, N.D. Indiana · No. 3:00-cv-00523 · Filed Aug 25, 2000 · Closed Oct 13, 2000 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Kelso Co: Defendant · Outcome: Terminated 2000-10-13 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state); filed 2000, issuer incorporated 2010
ISCRHWF v. KELSO CO closed matched at sponsor-group level (Kelso)
District Court, N.D. Indiana · No. · Filed Aug 25, 2000 · Closed Oct 13, 2000 · Nature of suit: 791 Employee Retirement Income Security Act
Role of KELSO CO: Defendant · Outcome: Terminated 2000-10-13 (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 2000, issuer incorporated 2010
Klein v. Wyatt Energy, Inc. dismissed
District Court, D. Connecticut · No. 3:95-cv-00098 · Filed Jan 19, 1995 · Closed May 19, 1995 · Nature of suit: 190 Other contract actions
Role of Klein v. Wyatt Energy, Inc.: Party · Outcome: Terminated 1995-05-19 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CT (not the issuer's state)
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, 2:17 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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Kelso..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

3 cases: 3 closed (disposition not in docket feed)

Roadhouse Holding Inc. closed
United States Bankruptcy Court, D. Delaware · No. 16-11819 · Filed Aug 8, 2016 · Closed Jan 31, 2018
Role of Roadhouse Holding Inc.: Debtor · Outcome: Case closed 2018-01-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state)
Fleming Companies, Inc. v. Eagle Family Foods, Inc. closed
United States Bankruptcy Court, D. Delaware · No. 04-52439 · Filed Feb 3, 2004 · Closed Jun 22, 2005
Role of Fleming Companies, Inc. v. Eagle Family Foods, Inc.: Party · Outcome: Case closed 2005-06-22 (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)
K.P. Investment, Inc. closed
United States Bankruptcy Court, D. Utah · No. 88-20772 · Filed Feb 9, 1988 · Closed Jun 26, 1989
Role of K.P. Investment, Inc.: Debtor · Outcome: Case closed 1989-06-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in UT (not the issuer's state); different legal form (inc vs lp)
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, 2:17 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.

20 differences found between the filings for Kelso — 2 worth asking about (compared the newest 50 of 153 filings on Oct 24, 2026; older filings not covered)

Note · Oct 14, 2005 – Mar 15, 2006

Bankruptcy case: David Wahrhaftig — filed Oct 14, 2005

United States Bankruptcy Court, S.D. New York docket "David Wahrhaftig" filed Oct 14, 2005, closed Mar 15, 2006. David I. Wahrhaftig (listed on the same filings) is listed as Debtor ("David Wahrhaftig"). Our match estimate: 80%.

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

Sources
Note · Mar 20, 1997 – Nov 6, 1997

Bankruptcy case: Vincent A. Cole — filed Mar 20, 1997

United States Bankruptcy Court, N.D. New York docket "Vincent A. Cole" filed Mar 20, 1997, closed Nov 6, 1997. Vincent Cole (listed on the same filings) is listed as Debtor ("Vincent A. Cole"). Our match estimate: 70%.

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

Sources
Worth asking · Apr 14, 2023 – Apr 12, 2024

Investor count went down between filings — Pie Management Holdco, LLC

The Apr 14, 2023 filing reports 45 investors; the Apr 12, 2024 Form D/A reports 44 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.

Sources
Note · May 12, 2015 – Jul 28, 2016

Kelso includes 2 deals that stopped filing before reaching their target

Wyatt Energy Partners I, Ltd (last filing Jul 28, 2016; $0 sold of $50,000,000); SCS HOLDINGS I, INC. (last filing May 12, 2015; $3,999,942 sold of $40,550,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Note · Sep 28, 2023

CRD number for Not Apllicable appears on one filing and not another — Kelso Investment Associates XI, L.P.

The Sep 28, 2023 filing lists Not Apllicable with CRD 1252; the Sep 28, 2023 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Sources
Note · Jul 28, 2016 – Oct 27, 2017

11 other issuers file from the same address — 2 member issuers (Ajax Resources Holdings LLC; Wyatt Energy Partners I, Ltd)

The address on file, 24 Greenway Plaza, Suite 650, Houston, TX, is used by 13 issuers in our index across 3 sponsor groups; 11 are outside this group. It is on our registered-agent / shared-office list (13 issuers in 8 unrelated clusters).

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

Sources
Note · Jul 31, 2026 – Aug 20, 2026

Form D filed 20 days after the first sale — Bison-BDI Management HoldCo, L.P.

The filing says the first sale was Jul 31, 2026. The Form D was filed Aug 20, 2026 — 20 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 5 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Nov 29, 2023 – Dec 26, 2023

Form D filed 27 days after the first sale — BradyIFS Management Holdco, LLC

The filing says the first sale was Nov 29, 2023. The Form D was filed Dec 26, 2023 — 27 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 12 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Sep 26, 2022 – Oct 13, 2022

Form D filed 17 days after the first sale — Eagle Family Foods Group Management Holdings, LLC

The filing says the first sale was Sep 26, 2022. The Form D was filed Oct 13, 2022 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Apr 30, 2015 – Aug 26, 2025

8 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 — Heights Management Holdco, LLC (latest filing Aug 26, 2025) · No amendment in the last 12 months on an offering that may still be open — BradyIFS Management Holdco, LLC (latest filing Dec 26, 2024) · No amendment in the last 12 months on an offering that may still be open — Kelso Investment Associates XI, L.P. (latest filing Oct 3, 2023) · No amendment in the last 12 months on an offering that may still be open — KIA XI Feeder, L.P. (latest filing Sep 28, 2023) · No amendment in the last 12 months on an offering that may still be open — Resolute Investment Holdings, LLC (latest filing Jun 1, 2023) · and 3 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.

Sources
Worth asking · Aug 26, 2022 – Oct 8, 2026

10 people are no longer listed on a later amendment

Robert Gelb is no longer listed on the Oct 8, 2026 amendment — Belmont TopCo Holdings, L.P. · Richard Taketa is no longer listed on the Oct 8, 2026 amendment — Belmont TopCo Holdings, L.P. · Keith Castaldi is no longer listed on the Aug 26, 2026 amendment — Heights Management Holdco, LLC · Lindsay Paterson Gordon is no longer listed on the Apr 13, 2026 amendment — Pie Management Holdco, LLC · Paul DeSantis is no longer listed on the Jan 12, 2026 amendment — Arctic Management Holdco, LLC · and 5 more

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

Sources
Note · Jan 7, 2021 – Jun 7, 2023

4 role changes for the same people across filings

Alec J. Hufnagel's role changed at Indigo INV Holdings, L.P.: executive officer → executive officer, director · William Frayer's role changed at Indigo INV Holdings, L.P.: executive officer → executive officer, director · Alec J. Hufnagel's role changed at Arctic Topco, LLC: director → executive officer, director · Bill Frayer's role changed at Arctic Topco, LLC: director → executive officer, director

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

Sources
Note · May 13, 2015 – Aug 6, 2026

10 people are written more than one way across the filings

Matthew S. Edgerton is written 2 different ways on the filings · Kelso GP XI, L.P. is written 2 different ways on the filings · Howard A. Matlin is written 2 different ways on the filings · William Frayer is written 2 different ways on the filings · Frank J. Loverro is written 2 different ways on the filings · and 5 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Sources
Note · May 17, 2022 – Jun 1, 2023

Address moved from Irving, TX to New York, NY — Resolute Investment Holdings, LLC

The people listed on the May 17, 2022 filing give Irving, TX; on the Jun 1, 2023 filing they give New York, NY.

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.

Sources
Note · May 17, 2021 – May 17, 2022

Address moved from New York, NY to Irving, TX — Resolute Investment Holdings, LLC

The people listed on the May 17, 2021 filing give New York, NY; on the May 17, 2022 filing they give Irving, TX.

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.

Sources
Note · Sep 28, 2022

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

The latest filing lists Kelso & Company, 320 Park Avenue, New York, NY. That address is used by 76 issuers in our index (76 issuers in 29 unrelated clusters).

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

Sources
Note · Aug 18, 2022

Address on file is a registered agent / shared office — Kelso XI Heights Co-Investment, L.P.

The latest filing lists Kelso & Company, 320 Park Avenue, New York, NY. That address is used by 76 issuers in our index (76 issuers in 29 unrelated clusters).

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

Sources
Note · Feb 2, 2011 – Oct 14, 2026

Member companies were formed in 4 different states

Delaware (68), Texas (1), Cayman Islands (1), Colorado (1) — out of 71 member issuers. The odd ones out: Wyatt Energy Partners I, Ltd (Texas); K-P Co-Investment, L.P. (Cayman Islands); Beam Management Holdco, LLC (Colorado).

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.

Sources
Note · Feb 2, 2011 – Oct 14, 2026

Member companies list addresses in 8 different states

NY (59), TX (5), IL (2), GA (1), OH (1), NE (1), CA (1), NV (1). 33 members use a registered-agent or shared-office address: Kelso Investment Associates IX, L.P. (Kelso & Company, 320 Park Avenue, New York, NY); KIA IX Feeder, L.P. (Kelso & Company, 320 Park Avenue, New York, NY); KSN Fund IX, L.P. (Kelso & Company, 320 Park Avenue, New York, NY); Kelso Hammer Co-Investment, L.P. (Kelso & Company, 320 Park Avenue, New York, NY).

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.

Sources
Note · May 13, 2015 – Jun 1, 2023

Issuer used a different name before — Resolute Investment Holdings, LLC

SEC records list prior names for this filer: Astro AB Holdings, LLC. The current name on file is "Resolute Investment Holdings, LLC".

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

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 153 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

9 of 77 offerings report sales commissions totalling $57,150,000; 0 report finder's fees; 1 reports proceeds to related persons totalling $8,782,200. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 14, 2026 D/A
Eagle Family Foods Group Management Holdings, LLC
File 021-461637
$0$0$0None listed on this filingEDGAR ↗
Oct 8, 2026 D/A
Belmont TopCo Holdings, L.P.
File 021-485939
$0$0$0None listed on this filingEDGAR ↗
Oct 6, 2026 D/A
Indigo INV Holdings, L.P.
File 021-448405
$0$0$0None listed on this filingEDGAR ↗
Aug 26, 2026 D/A
Heights Management Holdco, LLC
File 021-457100
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2026 D
Bison-BDI Management HoldCo, L.P.
File 021-594951
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 6, 2026 D
Beam Management Holdco, LLC
File 021-593338
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2026 D
Kelso XI Bison-BDI Co-Investment, L.P.
File 021-589965
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 13, 2026 D/A
Pie Management Holdco, LLC
File 021-396175
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 20, 2026 D
KEP Teton, LLC
File 021-570482
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 12, 2026 D/A
Arctic Management Holdco, LLC
File 021-385521
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2026 D
KIA Teton, L.P.
File 021-569621
$0 (est.)$0 (est.)$0 (est.)None no CRD number reported
via LAZARD FRERES & CO. LLC (CRD 000002528 ↗)
EDGAR ↗
Aug 26, 2025 D/A
Heights Management Holdco, LLC
File 021-457101
$0$0$0None listed on this filingEDGAR ↗
Dec 26, 2024 D/A
BradyIFS Management Holdco, LLC
File 021-500735
$0$0$0None listed on this filingEDGAR ↗
Jul 18, 2024 D
Kelso XI Bison Co-Investment, L.P.
File 021-519160
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 6, 2024 D
KIA X Knight SPV (DE), L.P.
File 021-515338
$4,000,000 (est.)$0 (est.)$0 (est.)None no CRD number reported
via EVERCORE GROUP L.L.C. (CRD 42405 ↗)
EDGAR ↗
Jun 6, 2024 D
KIA X Knight SPV, L.P.
File 021-515336
$4,000,000 (est.)$0 (est.)$0 (est.)None no CRD number reported
via EVERCORE GROUP L.L.C. (CRD 42405 ↗)
EDGAR ↗
Oct 3, 2023 D/A
Kelso Investment Associates XI, L.P.
File 021-414832
$9,200,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via TransPacific Group LLC (CRD 143869 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via TransPacific Group (Asia) Limited

Not Applicable no CRD number reported
via CURTIS POINT CAPITAL (CRD 307399 ↗)

Not Applicable no CRD number reported
via William Blair & Company, L.L.C. (CRD 1252 ↗)

Not Applicable no CRD number reported
via Altis Finanacial Services Inc.
EDGAR ↗
Sep 28, 2023 D/A
KIA XI Feeder, L.P.
File 021-414833
$9,200,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via TransPacific Group LLC (CRD 143869 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via TransPacific Group (Asia) Limited

Not Applicable no CRD number reported
via CURTIS POINT CAPITAL (CRD 307399 ↗)

Not Applicable no CRD number reported
via William Blair & Company, L.L.C. (CRD 1252 ↗)

Not Applicable no CRD number reported
via Altis Finanacial Services Inc.
EDGAR ↗
Jun 1, 2023 D/A
Resolute Investment Holdings, LLC
File 021-239751
$0$0$0None listed on this filingEDGAR ↗
May 5, 2023 D
Kelso XI Tailwind Co-Investment, L.P.
File 021-480927
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 5, 2023 D
Kelso XI Tailwind Co-Investment (DE), L.P.
File 021-480928
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 26, 2023 D
Kelso XI Indigo Co-Investment II, L.P.
File 021-471802
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 9, 2023 D/A
Arctic Topco, LLC
File 021-385520
$0$0$0None listed on this filingEDGAR ↗
Dec 2, 2022 D/A
IFS Management Holdco, LLC
File 021-354607
$0$0$0None listed on this filingEDGAR ↗
Sep 28, 2022 D/A
KSN Fund XI, L.P.
File 021-418340
$15,000,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via TransPacific Group LLC (CRD 143869 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via TransPacific Group (Asia) Limited

Not Applicable no CRD number reported
via CURTIS POINT CAPITAL (CRD 307399 ↗)
EDGAR ↗
Aug 18, 2022 D
Kelso XI Heights Co-Investment (DE), L.P.
File 021-456240
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 18, 2022 D
Kelso XI Heights Co-Investment, L.P.
File 021-456238
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 14, 2022 D
Eagle Family Foods Group Holdings, LLC
File 021-452330
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2022 D
KIA XI Waterloo SPV, L.P.
File 021-448769
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 10, 2022 D
KIA XI Waterloo SPV (DE), L.P.
File 021-448770
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 13, 2022 D
Kelso XI Indigo Co-Investment, L.P.
File 021-445675
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 23, 2021 D
Knowledge Pro Holdings, L.P.
File 021-426475
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2021 D
Kelso X Pie Co-Investment, L.P.
File 021-394059
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 10, 2021 D
Kelso Breathe Investor, L.P.
File 021-389083
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 10, 2021 D
Kelso Breathe Investor (DE), L.P.
File 021-389085
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 10, 2021 D
Kelso Breathe Investor (DE) 2, L.P.
File 021-389092
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 10, 2021 D
Kelso Breathe Investor 2, L.P.
File 021-389089
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 21, 2020 D
Kelso X IFS Co-Investment, L.P.
File 021-383806
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 2, 2020 D
Kelso X Restore Co-Investment, L.P.
File 021-381982
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 28, 2020 D/A
LBM Acquisition, LLC
File 021-246977
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2020 D
Kelso Ranger RSC Investor, L.P.
File 021-361421
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 21, 2020 D/A
LBM Management Holdings, LLC
File 021-258161
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 18, 2020 D
Kelso X RSC Co-Investment, L.P.
File 021-360741
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 15, 2019 D
Watchtower Topco, LLC
File 021-344300
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2019 D
Watchtower Management Holdco, LLC
File 021-344328
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2019 D
SIRIUS COMPUTER SOLUTIONS HOLDCO, LP
File 021-344191
$0$0$0None listed on this filingEDGAR ↗
Jun 25, 2019 D
Kelso Watchtower Co-Investment (DE), L.P.
File 021-342718
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 25, 2019 D
Kelso Watchtower Co-Investment, L.P.
File 021-342717
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 25, 2019 D
PowerTeam Management Feeder, LLC
File 021-338159
$0$0$0None listed on this filingEDGAR ↗
Mar 5, 2019 D/A
KIA X Feeder, L.P.
File 021-307463
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 5, 2019 D/A
Kelso Investment Associates X, L.P.
File 021-307459
$3,500,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via Riverstone Capital Services LLC d/b/a Beartooth Advisors (CRD 172056 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via HOULIHAN LOKEY CAPITAL, INC. (CRD 17708 ↗)
EDGAR ↗
Mar 5, 2019 D/A
KSN Fund X, L.P.
File 021-307465
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 10, 2018 D/A
SCS Holdco, LLC
File 021-251195
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2018 D/A
Fastener Holdco, LLC
File 021-268215
$0$0$0None listed on this filingEDGAR ↗
Jun 26, 2018 D/A
PowerTeam Services Holdco, LLC
File 021-189342
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2018 D
Kelso Badger Co-Investment, L.P.
File 021-314856
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 27, 2018 D
Kelso HH Co-Investment, L.P.
File 021-311143
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 27, 2017 D/A
Ajax Resources Holdings LLC
File 021-250099
$0$0$0None listed on this filingEDGAR ↗
Oct 26, 2017 D
Kelso FCH Co-Investment, L.P.
File 021-297475
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 26, 2017 D/A
PowerTeam Services Holdco, LLC
File 021-196277
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2016 D
K-P Co-Investment, L.P.
File 021-276636
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 28, 2016 D
Wyatt Energy Partners I, Ltd
File 021-267866
$2,000,000 (est.)$0$8,782,200 (est.)
Monthly management fee which covers all expenses of managing business of Issuer.
Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗EDGAR ↗
Jan 14, 2016 D
Eagle Family Foods Group Holdings, LLC
File 021-255206
$0$0$0None listed on this filingEDGAR ↗
Dec 17, 2015 D/A
KSN Fund IX, L.P.
File 021-230415
$0$0$0None listed on this filingEDGAR ↗
Nov 13, 2015 D
Kelso RSC Co-Investment, L.P.
File 021-251178
$0$0$0None listed on this filingEDGAR ↗
Nov 4, 2015 D/A
KIA IX Feeder, L.P.
File 021-227685
$0$0$0None listed on this filingEDGAR ↗
Oct 22, 2015 D
Kelso SCS Co-Investment, L.P.
File 021-249925
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2015 D/A
Roadhouse Holding Inc.
File 021-193837
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2015 D
Kelso Yellowrose Co-Investment, L.P.
File 021-249587
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2015 D
Kelso Hammer Co-Investment, L.P.
File 021-244981
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2015 D/A
Kelso Investment Associates IX, L.P.
File 021-227684
$6,000,000 (est.)$0 (est.)$0Not Applicable no CRD number reported
via KTB Investment & Securities Co., Ltd.

WENDY MAN YEE WONG BrokerCheck CRD 5747351 ↗
via TransPacific Group (Asia) Ltd.

WENDY MAN YEE WONG BrokerCheck CRD 5747351 ↗
via TransPacific Group LLC (CRD 143869 ↗)

SIMON PAUL DUNN BrokerCheck CRD 5875393 ↗
via TransPacific Group LLC (CRD 143869 ↗)

SIMON PAUL DUNN BrokerCheck CRD 5875393 ↗
via TransPacific Group (Asia) Ltd.

Mark Mason BrokerCheck CRD 4847417 ↗
via TransPacific Group LLC (CRD 143869 ↗)

Mark Mason BrokerCheck CRD 4847417 ↗
via TransPacific Group (Asia) Ltd.

Mohammed Afkhami no CRD number reported
via Magenta Capital Services Ltd.

Not Applicable no CRD number reported
via Larrain Vial Investment Inc.

Not Applicable no CRD number reported
via Atlantic-Pacific Capital, Inc. (CRD 38356 ↗)
EDGAR ↗
May 12, 2015 D
SCS HOLDINGS I, INC.
File 021-239625
$0$0$0None listed on this filingEDGAR ↗
Oct 15, 2013 D
Oak Holdings, LLC
File 021-204544
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2012 D
Oak Holdings, LLC
File 021-176348
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2011 D
BUCKEYE PARTNERS, L.P.
File 021-154738
$4,250,000$0$0Barclays Capital Inc. BrokerCheck CRD 19714 ↗EDGAR ↗
Dec 7, 2010 D
SCS HOLDINGS I, INC.
File 021-151484
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2010 D
Roadhouse Holding Inc.
File 021-148212
$0$0$0None listed on this filingEDGAR ↗
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 71 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET

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

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 24, 2026, 12:49 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 24, 2026, 12:49 AM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 24, 2026, 12:49 AM ET; Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗RH Roadhouse Holding Inc.shared people, same business addressNEW YORK, NYOther5$0
offering Indefinite · similar: $500,000–$7,000,000
0
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2010–2015
EDGAR ↗SH SCS HOLDINGS I, INC.shared people, same business addressSAN ANTONIO, TXOther Technology2$3,999,942
offering $3,999,942 · similar: $1,100,015–$10,001,163
34
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2010–2015
EDGAR ↗BP BUCKEYE PARTNERS, L.P.shared people, same person name on both filingsHouston, TXOther Energy1$825,001,58041No minimum reported2011–2011
EDGAR ↗OH Oak Holdings, LLCshared peopleGrovetown, GARetailing2$279,334,410
offering Indefinite · similar: $650,000–$6,000,000
12
similar: 1–11
No minimum reported
similar: $9,999–$50,000
2012–2013
EDGAR ↗PS PowerTeam Services Holdco, LLCshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYOther Energy7$35,105,723
offering Indefinite · similar: $1,000,000–$16,613,798
35
similar: 2–13
No minimum reported
similar: $10,000–$100,000
2013–2018
EDGAR ↗KI Kelso Investment Associates IX, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNew York, NYPooled Investment Fund4$1,079,000,000
offering Indefinite · similar: $155,000–$5,250,000
52
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2015
EDGAR ↗KI KIA IX Feeder, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$32,600,000
offering Indefinite · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2015
EDGAR ↗KF KSN Fund IX, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$54,350,000
offering Indefinite · similar: $155,000–$5,250,000
58
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2015
EDGAR ↗RI Resolute Investment Holdings, LLCshared people, same business addressNEW YORK, NYOther8$342,234,830
offering Indefinite · similar: $500,000–$7,000,000
21
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2023
EDGAR ↗KH Kelso Hammer Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗LA LBM Acquisition, LLCshared people, same person name on both filings, same business address, similar issuer namesBUFFALO GROVE, ILOther6$577,934,068
offering Indefinite · similar: $500,000–$7,000,000
98
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2020
EDGAR ↗KY Kelso Yellowrose Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$167,600,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗KS Kelso SCS Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗AR Ajax Resources Holdings LLCshared people, same person name on both filingsHOUSTON, TXOther3$297,987,645
offering Indefinite · similar: $500,000–$7,000,000
18
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2017
EDGAR ↗KR Kelso RSC Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗SH SCS Holdco, LLCshared people, same business addressNEW YORK, NYOther4$267,787,158
offering Indefinite · similar: $500,000–$7,000,000
95
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2018
EDGAR ↗EF Eagle Family Foods Group Holdings, LLCshared people, similar issuer namesCLEVELAND, OHOther2$3,000,000
offering Indefinite · similar: $500,000–$7,000,000
6
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2016–2022
EDGAR ↗LM LBM Management Holdings, LLCshared people, same person name on both filings, same business address, similar issuer namesBUFFALO GROVE, ILOther5$1,244,102
offering Indefinite · similar: $500,000–$7,000,000
12
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2016–2020
EDGAR ↗WE Wyatt Energy Partners I, Ltdshared peopleHOUSTON, TXOil and Gas1$0
offering $50,000,000 · similar: $1,050,000–$13,125,000
0
similar: 3–19
$500,000
similar: $11,000–$62,888
2016–2016
EDGAR ↗FH Fastener Holdco, LLCshared peopleOMAHA, NEManufacturing3$186,023,792
offering Indefinite · similar: $1,000,000–$7,247,539
100
similar: 2–13
No minimum reported
similar: $10,000–$60,000
2016–2018
EDGAR ↗KP K-P Co-Investment, L.P.shared people, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗KF Kelso FCH Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗KX KIA X Feeder, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$85,400,000
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗KI Kelso Investment Associates X, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$2,189,975,000
offering Indefinite · similar: $155,000–$5,250,000
99
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗KF KSN Fund X, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$31,700,000
offering Indefinite · similar: $155,000–$5,250,000
54
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗KH Kelso HH Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗KB Kelso Badger Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗PM PowerTeam Management Feeder, LLCshared people, similar issuer namesNEW YORK, NYOther Energy1$30,155,000
offering Indefinite · similar: $1,000,000–$16,613,798
28
similar: 2–13
No minimum reported
similar: $10,000–$100,000
2019–2019
EDGAR ↗KW Kelso Watchtower Co-Investment (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗KW Kelso Watchtower Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗SC SIRIUS COMPUTER SOLUTIONS HOLDCO, LPshared people, same business addressSAN ANTONIO, TXOther Technology1$66,627,842
offering Indefinite · similar: $1,100,015–$10,001,163
69
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗WT Watchtower Topco, LLCshared people, same business address, similar issuer namesJERICHO, NYOther1$99,674,368
offering Indefinite · similar: $500,000–$7,000,000
2
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗WM Watchtower Management Holdco, LLCshared people, same business address, similar issuer namesJERICHO, NYOther1$99,174,368
offering Indefinite · similar: $500,000–$7,000,000
38
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗IM IFS Management Holdco, LLCshared people, same person name on both filingsBELL, CAOther4$37,544,270
offering Indefinite · similar: $500,000–$7,000,000
42
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2022
EDGAR ↗KX Kelso X RSC Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗KR Kelso Ranger RSC Investor, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗KX Kelso X Restore Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗KX Kelso X IFS Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗AT Arctic Topco, LLCshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYOther3$124,910,156
offering Indefinite · similar: $500,000–$7,000,000
8
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2023
EDGAR ↗AM Arctic Management Holdco, LLCshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYOther6$65,504,605
offering Indefinite · similar: $500,000–$7,000,000
58
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2026
EDGAR ↗KB Kelso Breathe Investor, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗KB Kelso Breathe Investor (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗KB Kelso Breathe Investor (DE) 2, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗KB Kelso Breathe Investor 2, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗KX Kelso X Pie Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗PM Pie Management Holdco, LLCshared peopleNEW YORK, NYOther6$64,494,289
offering Indefinite · similar: $500,000–$7,000,000
49
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2026
EDGAR ↗KI Kelso Investment Associates XI, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund4$2,818,034,500
offering Indefinite · similar: $155,000–$5,250,000
148
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗KX KIA XI Feeder, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$129,150,000
offering Indefinite · similar: $155,000–$5,250,000
33
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗KF KSN Fund XI, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$45,600,000
offering Indefinite · similar: $155,000–$5,250,000
65
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2022
EDGAR ↗KP Knowledge Pro Holdings, L.P.shared people, same person name on both filings, same business addressNEW YORK, NYOther1$60,707,327
offering Indefinite · similar: $500,000–$7,000,000
27
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2021
EDGAR ↗KX Kelso XI Indigo Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗II Indigo INV Holdings, L.P.shared people, same person name on both filings, same business addressNEW YORK, NYOther5$71,866,921
offering Indefinite · similar: $500,000–$7,000,000
55
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2026
EDGAR ↗KX KIA XI Waterloo SPV, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗KX KIA XI Waterloo SPV (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗KX Kelso XI Heights Co-Investment (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗KX Kelso XI Heights Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗HM Heights Management Holdco, LLCshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYOther6$146,339,662
offering Indefinite · similar: $500,000–$7,000,000
157
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2026
EDGAR ↗EF Eagle Family Foods Group Management Holdings, LLCshared people, same business address, similar issuer namesNEW YORK, NYOther5$248,941
offering Indefinite · similar: $500,000–$7,000,000
18
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2026
EDGAR ↗KX Kelso XI Indigo Co-Investment II, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗KX Kelso XI Tailwind Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗KX Kelso XI Tailwind Co-Investment (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗BT Belmont TopCo Holdings, L.P.shared people, same business addressNEW YORK, NYOther4$32,372,857
offering Indefinite · similar: $500,000–$7,000,000
41
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2023–2026
EDGAR ↗BM BradyIFS Management Holdco, LLCshared people, same person name on both filingsLAS VEGAS, NVOther2$28,115,900
offering Indefinite · similar: $500,000–$7,000,000
162
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2023–2024
EDGAR ↗KX KIA X Knight SPV, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗KX KIA X Knight SPV (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗KX Kelso XI Bison Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗KT KIA Teton, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗KT KEP Teton, LLCshared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗KX Kelso XI Bison-BDI Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗BM Beam Management Holdco, LLCshared people, same business addressNEW YORK, NYOther1$0
offering Indefinite · similar: $500,000–$7,000,000
9
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2026–2026
EDGAR ↗BB Bison-BDI Management HoldCo, L.P.shared people, same person name on both filings, same business addressNEW YORK, NYOther1$1,950,000
offering Indefinite · similar: $500,000–$7,000,000
3
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (7 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 14, 2026Eagle Family Foods Group Management Holdings, LLCD/AOtherIndefinite$248,941
EDGAR ↗Oct 8, 2026Belmont TopCo Holdings, L.P.D/AOtherIndefinite$32,372,857
EDGAR ↗Oct 6, 2026Indigo INV Holdings, L.P.D/AOtherIndefinite$71,866,921
EDGAR ↗Aug 26, 2026Heights Management Holdco, LLCD/AOtherIndefinite$146,339,662
EDGAR ↗Aug 20, 2026Bison-BDI Management HoldCo, L.P.DOtherIndefinite$1,950,000
EDGAR ↗Aug 6, 2026Beam Management Holdco, LLCDOtherIndefinite$0
EDGAR ↗Jul 8, 2026Kelso XI Bison-BDI Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 13, 2026Pie Management Holdco, LLCD/AOtherIndefinite$64,494,289
EDGAR ↗Jan 20, 2026KEP Teton, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Jan 12, 2026KIA Teton, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 12, 2026Arctic Management Holdco, LLCD/AOtherIndefinite$65,504,605
EDGAR ↗Oct 14, 2025Eagle Family Foods Group Management Holdings, LLCD/AOtherIndefinite$243,641
EDGAR ↗Aug 26, 2025Heights Management Holdco, LLCD/AOtherIndefinite$145,179,657
EDGAR ↗Jul 1, 2025Belmont TopCo Holdings, L.P.D/AOtherIndefinite$15,373,857
EDGAR ↗Jun 9, 2025Indigo INV Holdings, L.P.D/AOtherIndefinite$63,046,225
EDGAR ↗Apr 11, 2025Pie Management Holdco, LLCD/AOtherIndefinite$64,494,289
EDGAR ↗Jan 10, 2025Arctic Management Holdco, LLCD/AOtherIndefinite$64,064,310
EDGAR ↗Dec 26, 2024BradyIFS Management Holdco, LLCD/AOtherIndefinite$28,115,900
EDGAR ↗Oct 15, 2024Eagle Family Foods Group Management Holdings, LLCD/AOtherIndefinite$243,641
EDGAR ↗Aug 28, 2024Heights Management Holdco, LLCD/AOtherIndefinite$122,319,577
EDGAR ↗Jul 18, 2024Kelso XI Bison Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 3, 2024Belmont TopCo Holdings, L.P.D/AOtherIndefinite$11,430,090
EDGAR ↗Jun 7, 2024Indigo INV Holdings, L.P.D/AOtherIndefinite$47,631,225
EDGAR ↗Jun 6, 2024KIA X Knight SPV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 6, 2024KIA X Knight SPV (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 12, 2024Pie Management Holdco, LLCD/AOtherIndefinite$64,494,289
EDGAR ↗Jan 9, 2024Arctic Management Holdco, LLCD/AOtherIndefinite$59,064,310
EDGAR ↗Dec 26, 2023BradyIFS Management Holdco, LLCDOtherIndefinite$0
EDGAR ↗Oct 13, 2023Eagle Family Foods Group Management Holdings, LLCD/AOtherIndefinite$113,000
EDGAR ↗Oct 3, 2023Kelso Investment Associates XI, L.P.D/APooled Investment FundIndefinite$2,818,034,500
EDGAR ↗Sep 28, 2023KIA XI Feeder, L.P.D/APooled Investment FundIndefinite$129,150,000
EDGAR ↗Sep 28, 2023Kelso Investment Associates XI, L.P.D/APooled Investment FundIndefinite$2,671,684,500
EDGAR ↗Aug 28, 2023Heights Management Holdco, LLCD/AOtherIndefinite$122,219,577
EDGAR ↗Jul 5, 2023Belmont TopCo Holdings, L.P.DOtherIndefinite$7,583,700
EDGAR ↗Jun 7, 2023Indigo INV Holdings, L.P.D/AOtherIndefinite$47,356,225
EDGAR ↗Jun 1, 2023Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗May 5, 2023Kelso XI Tailwind Co-Investment (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 5, 2023Kelso XI Tailwind Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 14, 2023Pie Management Holdco, LLCD/AOtherIndefinite$62,494,289
EDGAR ↗Jan 26, 2023Kelso XI Indigo Co-Investment II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 9, 2023Arctic Management Holdco, LLCD/AOtherIndefinite$58,898,860
EDGAR ↗Jan 9, 2023Arctic Topco, LLCD/AOtherIndefinite$124,910,156
EDGAR ↗Dec 2, 2022IFS Management Holdco, LLCD/AOtherIndefinite$37,544,270
EDGAR ↗Oct 13, 2022Eagle Family Foods Group Management Holdings, LLCDOtherIndefinite$113,000
EDGAR ↗Sep 28, 2022KSN Fund XI, L.P.D/APooled Investment FundIndefinite$45,600,000
EDGAR ↗Sep 28, 2022KIA XI Feeder, L.P.D/APooled Investment FundIndefinite$114,100,000
EDGAR ↗Sep 28, 2022Kelso Investment Associates XI, L.P.D/APooled Investment FundIndefinite$1,673,034,500
EDGAR ↗Aug 26, 2022Heights Management Holdco, LLCDOtherIndefinite$121,249,577
EDGAR ↗Aug 26, 2022Heights Management Holdco, LLCDOtherIndefinite$121,249,577
EDGAR ↗Aug 18, 2022Kelso XI Heights Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 18, 2022Kelso XI Heights Co-Investment (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 14, 2022Eagle Family Foods Group Holdings, LLCDOtherIndefinite$0
EDGAR ↗Jun 10, 2022KIA XI Waterloo SPV (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 10, 2022KIA XI Waterloo SPV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 7, 2022Indigo INV Holdings, L.P.DOtherIndefinite$13,240,626
EDGAR ↗May 17, 2022Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗May 13, 2022Kelso XI Indigo Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 15, 2022Pie Management Holdco, LLCD/AOtherIndefinite$59,244,289
EDGAR ↗Jan 7, 2022Arctic Management Holdco, LLCD/AOtherIndefinite$57,655,360
EDGAR ↗Jan 7, 2022Arctic Topco, LLCD/AOtherIndefinite$124,910,156
EDGAR ↗Dec 23, 2021Knowledge Pro Holdings, L.P.DOtherIndefinite$60,707,327
EDGAR ↗Dec 2, 2021IFS Management Holdco, LLCD/AOtherIndefinite$27,108,419
EDGAR ↗Oct 25, 2021KSN Fund XI, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 28, 2021KIA XI Feeder, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 28, 2021Kelso Investment Associates XI, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 17, 2021Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗Apr 16, 2021Pie Management Holdco, LLCDOtherIndefinite$31,110,000
EDGAR ↗Mar 30, 2021Kelso X Pie Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2021Kelso Breathe Investor 2, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2021Kelso Breathe Investor (DE) 2, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2021Kelso Breathe Investor (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2021Kelso Breathe Investor, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 7, 2021Arctic Management Holdco, LLCDOtherIndefinite$14,595,000
EDGAR ↗Jan 7, 2021Arctic Topco, LLCDOtherIndefinite$30,354,000
EDGAR ↗Dec 21, 2020Kelso X IFS Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 2, 2020Kelso X Restore Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 2, 2020IFS Management Holdco, LLCD/AOtherIndefinite$9,626,945
EDGAR ↗Aug 28, 2020LBM Acquisition, LLCD/AOtherIndefinite$577,934,068
EDGAR ↗May 14, 2020Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗Feb 26, 2020Kelso Ranger RSC Investor, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 21, 2020LBM Management Holdings, LLCD/AOtherIndefinite$1,244,102
EDGAR ↗Feb 18, 2020Kelso X RSC Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 3, 2019IFS Management Holdco, LLCDOtherIndefinite$2,450,000
EDGAR ↗Aug 30, 2019LBM Acquisition, LLCD/AOtherIndefinite$577,934,068
EDGAR ↗Jul 15, 2019Watchtower Management Holdco, LLCDOtherIndefinite$99,174,368
EDGAR ↗Jul 15, 2019Watchtower Topco, LLCDOtherIndefinite$99,674,368
EDGAR ↗Jul 12, 2019SIRIUS COMPUTER SOLUTIONS HOLDCO, LPDOther TechnologyIndefinite$66,627,842
EDGAR ↗Jun 25, 2019Kelso Watchtower Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 25, 2019Kelso Watchtower Co-Investment (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 25, 2019PowerTeam Management Feeder, LLCDOther EnergyIndefinite$30,155,000
EDGAR ↗Mar 5, 2019KSN Fund X, L.P.D/APooled Investment FundIndefinite$31,700,000
EDGAR ↗Mar 5, 2019Kelso Investment Associates X, L.P.D/APooled Investment FundIndefinite$2,189,975,000
EDGAR ↗Mar 5, 2019KIA X Feeder, L.P.D/APooled Investment FundIndefinite$85,400,000
EDGAR ↗Feb 22, 2019LBM Management Holdings, LLCD/AOtherIndefinite$1,244,102
EDGAR ↗Dec 10, 2018SCS Holdco, LLCD/AOtherIndefinite$267,787,158
EDGAR ↗Aug 31, 2018LBM Acquisition, LLCD/AOtherIndefinite$577,934,068
EDGAR ↗Aug 3, 2018Fastener Holdco, LLCD/AManufacturingIndefinite$186,023,792
EDGAR ↗Jun 26, 2018PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$35,105,723
EDGAR ↗Jun 19, 2018Kelso Badger Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 27, 2018Kelso HH Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 25, 2018Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗Mar 12, 2018KSN Fund X, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 12, 2018Kelso Investment Associates X, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 12, 2018KIA X Feeder, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 23, 2018LBM Management Holdings, LLCD/AOtherIndefinite$1,218,764
EDGAR ↗Dec 12, 2017SCS Holdco, LLCD/AOtherIndefinite$267,187,158
EDGAR ↗Oct 27, 2017Ajax Resources Holdings LLCD/AOtherIndefinite$297,987,645
EDGAR ↗Oct 26, 2017Kelso FCH Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 31, 2017LBM Acquisition, LLCD/AOtherIndefinite$577,934,068
EDGAR ↗Aug 3, 2017Fastener Holdco, LLCD/AManufacturingIndefinite$177,578,792
EDGAR ↗Jun 26, 2017PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$35,080,772
EDGAR ↗Apr 25, 2017Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗Feb 23, 2017LBM Management Holdings, LLCD/AOtherIndefinite$1,218,764
EDGAR ↗Dec 20, 2016K-P Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 10, 2016SCS Holdco, LLCD/AOtherIndefinite$263,387,158
EDGAR ↗Oct 26, 2016Ajax Resources Holdings LLCD/AOtherIndefinite$297,987,645
EDGAR ↗Sep 1, 2016LBM Acquisition, LLCD/AOtherIndefinite$577,059,068
EDGAR ↗Aug 3, 2016Fastener Holdco, LLCDManufacturingIndefinite$168,793,180
EDGAR ↗Jul 28, 2016Wyatt Energy Partners I, LtdDOil and Gas$50,000,000$0
EDGAR ↗Jun 24, 2016PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$35,030,772
EDGAR ↗May 9, 2016Resolute Investment Holdings, LLCD/AOtherIndefinite$342,223,920
EDGAR ↗Feb 26, 2016LBM Management Holdings, LLCDOtherIndefinite$768,764
EDGAR ↗Jan 14, 2016Eagle Family Foods Group Holdings, LLCDOtherIndefinite$3,000,000
EDGAR ↗Dec 17, 2015KSN Fund IX, L.P.D/APooled Investment FundIndefinite$54,350,000
EDGAR ↗Nov 13, 2015SCS Holdco, LLCDOtherIndefinite$261,383,111
EDGAR ↗Nov 13, 2015Kelso RSC Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 4, 2015KIA IX Feeder, L.P.D/APooled Investment FundIndefinite$32,600,000
EDGAR ↗Oct 26, 2015Ajax Resources Holdings LLCDOtherIndefinite$167,007,801
EDGAR ↗Oct 22, 2015Kelso SCS Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 20, 2015Roadhouse Holding Inc.D/AOtherIndefinite$0
EDGAR ↗Oct 16, 2015Kelso Yellowrose Co-Investment, L.P.DPooled Investment FundIndefinite$167,600,000
EDGAR ↗Sep 3, 2015LBM Acquisition, LLCDOtherIndefinite$558,277,068
EDGAR ↗Aug 3, 2015Kelso Hammer Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 22, 2015PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$34,970,131
EDGAR ↗Jun 19, 2015Kelso Investment Associates IX, L.P.D/APooled Investment FundIndefinite$1,079,000,000
EDGAR ↗Jun 8, 2015Kelso Investment Associates IX, L.P.D/APooled Investment FundIndefinite$1,079,000,000
EDGAR ↗May 13, 2015Resolute Investment Holdings, LLCDOtherIndefinite$342,223,920
EDGAR ↗May 12, 2015SCS HOLDINGS I, INC.DOther Technology$3,999,942$3,999,942
EDGAR ↗Feb 17, 2015Kelso Investment Associates IX, L.P.D/APooled Investment FundIndefinite$914,510,000
EDGAR ↗Dec 18, 2014KSN Fund IX, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 4, 2014KIA IX Feeder, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 4, 2014Kelso Investment Associates IX, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 20, 2014Roadhouse Holding Inc.D/AOtherIndefinite$0
EDGAR ↗Jul 7, 2014PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$34,634,589
EDGAR ↗Apr 22, 2014Roadhouse Holding Inc.D/AOtherIndefinite$0
EDGAR ↗Oct 15, 2013Oak Holdings, LLCDRetailingIndefinite$40,000
EDGAR ↗May 10, 2013PowerTeam Services Holdco, LLCDOther EnergyIndefinite$28,674,605
EDGAR ↗Mar 25, 2013Roadhouse Holding Inc.DOtherIndefinite$0
EDGAR ↗Jan 3, 2013PowerTeam Services Holdco, LLCDOther EnergyIndefinite$25,605,000
EDGAR ↗Apr 9, 2012Oak Holdings, LLCDRetailingIndefinite$279,334,410
EDGAR ↗Feb 2, 2011BUCKEYE PARTNERS, L.P.DOther Energy$825,001,580$825,001,580
EDGAR ↗Dec 7, 2010SCS HOLDINGS I, INC.DOther Technology$40,550,000$0
EDGAR ↗Sep 27, 2010Roadhouse Holding Inc.DOtherIndefinite$0

Activity: 5 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 14, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2010), Other Technology (2010), Other Energy (2011), Retailing (2012), Other Energy (2013), Other (2013), Other Energy (2013), Retailing (2013), Pooled Investment Fund (2014), Other Technology (2015), Other (2015), Pooled Investment Fund (2015), Other (2015), Pooled Investment Fund (2015), Other (2015), Pooled Investment Fund (2015), Other (2015–2016), Oil and Gas (2016), Manufacturing (2016), Pooled Investment Fund (2016–2018), Other Energy (2019), Pooled Investment Fund (2019), Other Technology (2019), Other (2019), Pooled Investment Fund (2020), Other (2021), Pooled Investment Fund (2021), Other (2021), Pooled Investment Fund (2021), Other (2021), Pooled Investment Fund (2022), Other (2022), Pooled Investment Fund (2022), Other (2022), Pooled Investment Fund (2022), Other (2022), Pooled Investment Fund (2023), Other (2023), Pooled Investment Fund (2024–2026). Latest offering: Other (2026; most recent Aug 20, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
HM Howard A. MatlinExecutive Officer, Director54Sep 27, 2010 → Jul 8, 2026
JC James J. Connors, IIExecutive Officer, Director50Sep 27, 2010 → Jul 8, 2026
FL Frank J. LoverroDirector, Executive Officer45Feb 2, 2011 → Oct 8, 2026
HM Henry Mannix IIIExecutive Officer, Director45Jan 3, 2013 → Oct 8, 2026
PB Philip E. BerneyDirector, Executive Officer45Sep 27, 2010 → Jul 8, 2026
WW William WooExecutive Officer, Director44Jun 25, 2019 → Oct 14, 2026
CC Christopher L. CollinsExecutive Officer, Director44Apr 9, 2012 → Jul 8, 2026
CM Church M. MooreDirector43Nov 4, 2014 → Oct 8, 2026
TW Thomas R. Wall, IVDirector43Apr 9, 2012 → Jul 8, 2026
DW David I. WahrhaftigDirector43Apr 9, 2012 → Jul 8, 2026
FB Frank K. Bynum, Jr.Director43Nov 4, 2014 → Jul 8, 2026
ME Matthew S. EdgertonExecutive Officer, Director42Apr 9, 2012 → Oct 14, 2026
MG Michael B. GoldbergDirector42Nov 4, 2014 → Jul 8, 2026
FN Frank T. NickellExecutive Officer, Director42Nov 4, 2014 → Jul 8, 2026
GM George E. MatelichDirector42Nov 4, 2014 → Jul 8, 2026
AH Alec J. HufnagelExecutive Officer, Director39Oct 26, 2015 → Oct 6, 2026
SD Stephen C. DuttonDirector, Executive Officer37Sep 27, 2010 → Aug 26, 2026
AA Anna Lynn AlexanderDirector33Mar 12, 2018 → Jul 8, 2026
SO Stanley de J. OsborneExecutive Officer, Director31Jan 3, 2013 → Dec 2, 2022
DC David L. CohenExecutive Officer, Director28Jun 25, 2019 → Jul 8, 2026
MN Michael P. NicholsDirector26Feb 18, 2020 → Jul 8, 2026
JK Joseph Marc KopilakExecutive Officer, Director25Sep 28, 2021 → Oct 14, 2026
SO Stanley de J. OsborneDirector19Sep 27, 2010 → Jul 8, 2026
BN Beth G. NeumannDirector14Sep 28, 2021 → Jul 18, 2024
JK John K. KimDirector14Nov 4, 2014 → Mar 5, 2019
KG Kelso GP X, L.P. entityPromoter13Mar 12, 2018 → Mar 30, 2021
PB Paul A. BridwellDirector13Aug 3, 2015 → Jun 19, 2018
WF William FrayerExecutive Officer, Director9Jun 7, 2022 → Oct 6, 2026
LA Lynn AlexanderDirector9Nov 4, 2014 → Oct 26, 2017
KG Kelso GP XI, L.P. entityPromoter7Sep 28, 2021 → Jul 8, 2026
FC Forrest ComptonExecutive Officer, Director6Jun 26, 2018 → Jul 8, 2026
ML Michael J. LeTourneauDirector6Dec 20, 2016 → Mar 5, 2019
KG Kelso GP IX, L.P. entityPromoter6Nov 4, 2014 → Apr 27, 2018
JK Joe KopilakExecutive Officer5Dec 23, 2021 → Oct 6, 2026
HM Hugh McBrideExecutive Officer, Director4Jul 5, 2023 → Oct 8, 2026
KC Keith CastaldiExecutive Officer, Director4Aug 3, 2016 → Dec 26, 2023
KX KIA X (Breathe) GP, L.P. entityPromoter4Feb 10, 2021 → Feb 10, 2021
FW Forrest WylieExecutive Officer, Director4Feb 2, 2011 → Jun 26, 2018
BF Bill FrayerExecutive Officer, Director3Jan 7, 2021 → Oct 14, 2026
SD Steve DuttonExecutive Officer, Director3Jul 15, 2019 → Dec 23, 2021
TJ Terry V. JohnsonExecutive Officer3Dec 7, 2010 → Jul 12, 2019
SO Sandy OsborneDirector2Jan 7, 2022 → Oct 6, 2026
KX KIA X (Knight) GP, L.P. entityPromoter2Jun 6, 2024 → Jun 6, 2024
KX KIA XI (Tailwind) GP, L.P. entityPromoter2May 5, 2023 → May 5, 2023
HS Hilary SimonsExecutive Officer2Jul 14, 2022 → Oct 13, 2022
KX KIA XI (Heights) GP, L.P. entityPromoter2Aug 18, 2022 → Aug 18, 2022
KX KIA XI (Waterloo) GP, L.P. entityPromoter2Jun 10, 2022 → Jun 10, 2022
JC John Brad CrouchExecutive Officer2Jan 7, 2021 → Jan 7, 2021
JU Jeffrey G. UmosellaExecutive Officer2Sep 3, 2015 → Aug 28, 2020
MP Michelle PollockExecutive Officer2Sep 1, 2016 → Aug 28, 2020
LG Larry T. GibsonExecutive Officer, Director2Sep 3, 2015 → Aug 28, 2020
PM Patrick McGuinessExecutive Officer2Feb 23, 2017 → Aug 28, 2020
JH Jonathon HeldExecutive Officer, Director2Jul 15, 2019 → Jul 15, 2019
CM C. Joseph Mertens IIExecutive Officer, Director2Dec 10, 2018 → Jul 12, 2019
KX KIA X (Watchtower) GP, L.P. entityPromoter2Jun 25, 2019 → Jun 25, 2019
WN W. Thomas NewellExecutive Officer2Jun 22, 2015 → Apr 25, 2019
SW Steven B. WyattDirector, Executive Officer2Oct 26, 2015 → Oct 27, 2017
HK Harvey R. KlingensmithExecutive Officer, Director2Oct 26, 2015 → Oct 26, 2016
RK Richard KolaczewskiExecutive Officer2Sep 3, 2015 → Sep 1, 2016
DS Debbie SebastianExecutive Officer1Oct 15, 2024 → Oct 14, 2026

Business registration (state registry / Secretary of State)

3 of 30 issuers (first 30 of 71 issuers checked; each issuer page has its own record) have a matched state registry record — records by status: active 1 · status as printed 1 · status not stated 1.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Kelso.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Kelso 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 Kelso's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #115,631 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Export this report as PDF · Premium

Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".

Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: NEW YORK), NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.